182 institutions reported holding $148.8M of FIRST TR EXCHANGE-TRADED FD (QCLN) in SEC 13F filings for 2026-03-31. Largest institutional holders: MORGAN STANLEY ($19.3M), WELLS FARGO & COMPANY/MN ($15.9M), LPL Financial LLC ($12.1M), UBS Group AG ($11.6M), Royal Bank of Canada ($7.7M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | MORGAN STANLEY | $19.3M | 414,321 | Trimmed |
| 2 | WELLS FARGO & COMPANY/MN | $15.9M | 342,772 | Added |
| 3 | LPL Financial LLC | $12.1M | 260,556 | Added |
| 4 | UBS Group AG | $11.6M | 249,745 | Trimmed |
| 5 | Royal Bank of Canada | $7.7M | 165,928 | Trimmed |
| 6 | BANK OF AMERICA CORP /DE/ | $5.6M | 120,690 | Trimmed |
| 7 | CIBC Bancorp USA Inc. | $4.7M | 101,501 | New |
| 8 | FIRST TRUST ADVISORS LP | $3.6M | 76,437 | Trimmed |
| 9 | TWO SIGMA INVESTMENTS, LP | $3.5M | 75,800 | Trimmed |
| 10 | Wealthspire Advisors, LLC | $3.5M | 74,942 | Trimmed |
| 11 | OPPENHEIMER & CO INC | $3.3M | 70,938 | Trimmed |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | $2.8M | 60,680 | Trimmed |
| 13 | GOLDMAN SACHS GROUP INC | $2.8M | 59,293 | New |
| 14 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.4M | 50,887 | Added |
| 15 | Cambridge Investment Research Advisors, Inc. | $2.1M | 46,162 | Trimmed |
| 16 | Cetera Investment Advisers | $2.1M | 44,435 | Trimmed |
| 17 | TRUIST FINANCIAL CORP | $2.0M | 42,662 | Trimmed |
| 18 | RAYMOND JAMES FINANCIAL INC | $1.9M | 41,846 | Trimmed |
| 19 | ENVESTNET ASSET MANAGEMENT INC | $1.7M | 36,274 | Trimmed |
| 20 | Evelyn Partners Investment Management (Europe) Ltd | $1.6M | 35,272 | Added |
| 21 | Wealthfront Advisers LLC | $1.6M | 34,498 | Added |
| 22 | JONES FINANCIAL COMPANIES LLLP | $1.5M | 33,274 | Added |
| 23 | Forty-three Eighteen Advisors, LLC | $1.5M | 31,916 | New |
| 24 | STIFEL FINANCIAL CORP | $1.5M | 31,462 | Trimmed |
| 25 | OSAIC HOLDINGS, INC. | $1.4M | 29,236 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31