Who Owns FIRST TR EXCHANGE-TRADED (FAD)? -- Institutional Holders (2026-06-30)

116 institutions reported holding $394.2M of FIRST TR EXCHANGE-TRADED (FAD) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($55.5M), LPL Financial LLC ($55.3M), WELLS FARGO & COMPANY/MN ($42.5M), RAYMOND JAMES FINANCIAL INC ($25.1M), COMMONWEALTH EQUITY SERVICES, LLC ($13.7M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	MORGAN STANLEY	$55.5M	277,568	Added
2	LPL Financial LLC	$55.3M	276,498	Added
3	WELLS FARGO & COMPANY/MN	$42.5M	212,489	Added
4	RAYMOND JAMES FINANCIAL INC	$25.1M	125,696	Added
5	COMMONWEALTH EQUITY SERVICES, LLC	$13.7M	68,726	Added
6	JONES FINANCIAL COMPANIES LLLP	$12.0M	61,706	Added
7	GOLDMAN SACHS GROUP INC	$10.0M	50,000	Hold
8	OSAIC HOLDINGS, INC.	$9.9M	49,708	Added
9	TRUIST FINANCIAL CORP	$9.7M	48,475	Trimmed
10	Virtu Financial LLC	$8.5M	42,443	New
11	Plotkin Financial Advisors, LLC	$8.3M	41,711	Trimmed
12	BANK OF AMERICA CORP /DE/	$8.3M	41,539	Added
13	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$7.2M	35,895	Added
14	Kestra Advisory Services, LLC	$6.3M	31,515	Added
15	Cornerstone Wealth Management, LLC	$6.2M	31,136	New
16	ENVESTNET ASSET MANAGEMENT INC	$6.1M	30,485	Added
17	RPg Family Wealth Advisory, LLC	$6.1M	30,273	Trimmed
18	Cambridge Investment Research Advisors, Inc.	$5.9M	29,310	Added
19	Synergy Investment Management, LLC	$5.7M	28,487	Trimmed
20	Wealth Management Partners, LLC	$5.0M	24,951	Added
21	Creative Planning	$4.9M	24,363	Added
22	WEDBUSH SECURITIES INC	$4.8M	24,070	Trimmed
23	Geneos Wealth Management Inc.	$4.8M	23,767	Added
24	Royal Bank of Canada	$4.2M	21,047	Trimmed
25	Cetera Investment Advisers	$3.7M	18,329	Added

来源：SEC 13F 申报文件 · 截至 2026-06-30