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

142 institutions reported holding $222.7M of FIRST TR EXCHANGE (FTXO) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($31.4M), MORGAN STANLEY ($28.2M), WELLS FARGO & COMPANY/MN ($17.9M), BANK OF AMERICA CORP /DE/ ($17.1M), RAYMOND JAMES FINANCIAL INC ($11.0M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$31.4M760,600Added
2MORGAN STANLEY$28.2M683,125Added
3WELLS FARGO & COMPANY/MN$17.9M432,672Trimmed
4BANK OF AMERICA CORP /DE/$17.1M413,577Added
5RAYMOND JAMES FINANCIAL INC$11.0M265,877Trimmed
6UBS Group AG$10.3M248,339Added
7ENVESTNET ASSET MANAGEMENT INC$8.4M203,170Added
8TradeWell Securities, LLC.$6.5M156,933Trimmed
9NewEdge Advisors, LLC$6.4M154,964Added
10Wagner Wealth Management, LLC$6.2M149,885Trimmed
11Cetera Investment Advisers$5.3M129,362Added
12DAYMARK WEALTH PARTNERS, LLC$5.0M122,082Trimmed
13Cambridge Investment Research Advisors, Inc.$4.7M113,183Added
14OPPENHEIMER & CO INC$4.1M100,384Added
15Royal Bank of Canada$4.1M100,141Trimmed
16PFG Advisors$4.1M98,047Added
17TWO SIGMA INVESTMENTS, LP$4.0M95,800Trimmed
18Janney Montgomery Scott LLC$3.5M83,920Trimmed
19TRUIST FINANCIAL CORP$3.4M81,354Trimmed
20ASSETMARK, INC$3.4M81,259Added
21Kestra Advisory Services, LLC$2.7M65,506Added
22GOLDMAN SACHS GROUP INC$2.2M53,197Trimmed
23World Investment Advisors$1.9M51,809Added
24OSAIC HOLDINGS, INC.$1.7M40,709Added
25SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.4M34,213Trimmed

来源：SEC 13F 申报文件 · 截至 2026-06-30