Who Owns FIRST (FEP)? -- Institutional Holders (2026-06-30)

149 institutions reported holding $360.6M of FIRST (FEP) in SEC 13F filings for 2026-06-30. Largest institutional holders: FIRST TRUST ADVISORS LP ($65.4M), MORGAN STANLEY ($50.5M), LPL Financial LLC ($31.5M), ENVESTNET ASSET MANAGEMENT INC ($17.0M), UBS Group AG ($16.0M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1FIRST TRUST ADVISORS LP$65.4M1.1MAdded
2MORGAN STANLEY$50.5M884,638Trimmed
3LPL Financial LLC$31.5M552,847Added
4ENVESTNET ASSET MANAGEMENT INC$17.0M298,459Added
5UBS Group AG$16.0M280,860Added
6WELLS FARGO & COMPANY/MN$13.7M240,269Trimmed
7Cetera Investment Advisers$12.2M214,361Added
8BANK OF NOVA SCOTIA$11.4M200,195New
9&PARTNERS$9.6M168,324Added
10WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$9.3M162,938Trimmed
11Vontobel Holding Ltd.$8.4M147,071Trimmed
12ASSETMARK, INC$7.6M133,149Added
13BANK OF AMERICA CORP /DE/$6.9M120,818Added
14Dunhill Financial, LLC$6.7M117,399Added
15RAYMOND JAMES FINANCIAL INC$6.5M113,773Added
16BENJAMIN EDWARDS INC$5.4M94,097Added
17Cambridge Investment Research Advisors, Inc.$4.8M83,448Added
18OSAIC HOLDINGS, INC.$4.7M81,561Added
19Advisory Services Network, LLC$4.3M74,732Added
20STIFEL FINANCIAL CORP$3.4M60,199Added
21Janney Montgomery Scott LLC$3.3M57,256Trimmed
22COMMONWEALTH EQUITY SERVICES, LLC$2.8M48,550Trimmed
23CITADEL ADVISORS LLC$2.7M47,652Added
24MML INVESTORS SERVICES, LLC$2.6M46,272Added
25Mainsail Financial Group, LLC$2.6M45,609Added

来源：SEC 13F 申报文件 · 截至 2026-06-30