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

74 institutions reported holding $145.7M of FIRST (FFA) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($40.5M), Exeter Financial, LLC ($13.1M), WELLS FARGO & COMPANY/MN ($10.2M), Invesco Ltd. ($9.8M), Shaker Financial Services, LLC ($7.4M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MORGAN STANLEY$40.5M1.8MAdded
2Exeter Financial, LLC$13.1M584,911Added
3WELLS FARGO & COMPANY/MN$10.2M457,317Trimmed
4Invesco Ltd.$9.8M439,588Added
5Shaker Financial Services, LLC$7.4M328,741Trimmed
6RAYMOND JAMES FINANCIAL INC$6.5M291,345Added
7UBS Group AG$5.9M263,111Trimmed
8Royal Bank of Canada$5.4M243,576Trimmed
9LPL Financial LLC$3.9M175,161Added
10North Star Investment Management Corp.$3.8M171,184Trimmed
11Smith Asset Management Co., LLC$3.3M149,777Trimmed
12Karpus Management, Inc.$3.0M134,313Trimmed
13ENVESTNET ASSET MANAGEMENT INC$2.6M117,567Added
14TRUIST FINANCIAL CORP$2.1M95,323Added
15GUGGENHEIM CAPITAL LLC$2.0M90,264Trimmed
16Creative Planning$1.7M78,215Trimmed
17WOLVERINE ASSET MANAGEMENT LLC$1.7M74,570Trimmed
18Integrated Wealth Concepts LLC$1.6M70,723Trimmed
19Advisors Asset Management, Inc.$1.6M69,490Added
20PMG Family Office LLC$1.3M58,460Added
21AMERIPRISE FINANCIAL INC$1.2M54,896Added
22OSAIC HOLDINGS, INC.$1.1M48,855Trimmed
23Heritage Wealth Management, Inc.$1.1M48,756New
24Waverly Advisors, LLC$1.1M47,089Trimmed
25D.A. DAVIDSON & CO.$916,73540,998Added

来源：SEC 13F 申报文件 · 截至 2026-06-30