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

534 institutions reported holding $4.43B of FIRST TR EXCHANGE TR (FDL) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($775.0M), MORGAN STANLEY ($432.8M), AMERIPRISE FINANCIAL INC ($276.5M), RAYMOND JAMES FINANCIAL INC ($247.4M), WELLS FARGO & COMPANY/MN ($157.8M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	LPL Financial LLC	$775.0M	15.9M	Added
2	MORGAN STANLEY	$432.8M	8.9M	Trimmed
3	AMERIPRISE FINANCIAL INC	$276.5M	5.6M	Added
4	RAYMOND JAMES FINANCIAL INC	$247.4M	5.1M	Added
5	WELLS FARGO & COMPANY/MN	$157.8M	3.2M	Added
6	BANK OF AMERICA CORP /DE/	$125.4M	2.6M	Added
7	Cetera Investment Advisers	$124.1M	2.6M	Added
8	Royal Bank of Canada	$120.4M	2.5M	Trimmed
9	UBS Group AG	$120.1M	2.5M	Added
10	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$109.8M	2.3M	Added
11	JONES FINANCIAL COMPANIES LLLP	$85.0M	1.7M	Added
12	OSAIC HOLDINGS, INC.	$84.3M	1.7M	Added
13	Csenge Advisory Group	$84.1M	1.7M	Added
14	ENVESTNET ASSET MANAGEMENT INC	$74.2M	1.5M	Added
15	Cambridge Investment Research Advisors, Inc.	$62.4M	1.3M	Added
16	STIFEL FINANCIAL CORP	$59.1M	1.2M	Trimmed
17	COMMONWEALTH EQUITY SERVICES, LLC	$48.5M	997,443	Added
18	Rockport Wealth LLC	$47.8M	982,928	Added
19	Private Advisor Group, LLC	$47.2M	969,772	Trimmed
20	TRUIST FINANCIAL CORP	$44.0M	904,402	Added
21	Kestra Advisory Services, LLC	$35.3M	725,028	Added
22	Janney Montgomery Scott LLC	$31.4M	645,928	Trimmed
23	TRUE Private Wealth Advisors	$30.5M	627,429	Trimmed
24	Baird Financial Group, Inc.	$28.3M	581,274	Trimmed
25	Southland Equity Partners LLC	$27.3M	561,017	Added

来源：SEC 13F 申报文件 · 截至 2026-06-30