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

251 institutions reported holding $1.02B of FIRST (FEX) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($148.9M), LPL Financial LLC ($108.9M), Janney Montgomery Scott LLC ($71.2M), WELLS FARGO & COMPANY/MN ($67.0M), RAYMOND JAMES FINANCIAL INC ($37.5M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MORGAN STANLEY$148.9M1.1MAdded
2LPL Financial LLC$108.9M778,330Trimmed
3Janney Montgomery Scott LLC$71.2M509,390Trimmed
4WELLS FARGO & COMPANY/MN$67.0M479,180Trimmed
5RAYMOND JAMES FINANCIAL INC$37.5M268,371Added
6BANK OF AMERICA CORP /DE/$31.5M224,857Trimmed
7COMMONWEALTH EQUITY SERVICES, LLC$30.5M217,999Added
8Modern Wealth Management, LLC$29.8M212,851Added
9Royal Bank of Canada$26.0M185,960Added
10UBS Group AG$25.8M184,252Trimmed
11OSAIC HOLDINGS, INC.$24.5M175,394Added
12HBK Sorce Advisory LLC$24.3M174,191Trimmed
13TRUIST FINANCIAL CORP$22.0M156,941Added
14Crusonia Wealth Advisors LLC$18.5M132,071Trimmed
15&PARTNERS$18.5M137,868Added
16SILVER OAK SECURITIES, INCORPORATED$18.4M131,869Trimmed
17Private Advisor Group, LLC$18.3M130,523Added
18Cetera Investment Advisers$16.9M120,610Added
19ENVESTNET ASSET MANAGEMENT INC$12.1M86,559Added
20Elevation Capital Advisory, LLC$11.8M84,534Added
21GREAT VALLEY ADVISOR GROUP, INC.$9.3M66,153Added
22Kingsview Wealth Management, LLC$8.6M61,448Added
23BIP Wealth, LLC$8.4M60,352Trimmed
24Ameritas Advisory Services, LLC$8.4M60,274Added
25Cambridge Investment Research Advisors, Inc.$8.4M59,848Trimmed

来源：SEC 13F 申报文件 · 截至 2026-06-30