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

67 institutions reported holding $1.04B of FIRST TR EXCHANGE (FTXR) in SEC 13F filings for 2026-06-30. Largest institutional holders: FIRST TRUST ADVISORS LP ($800.8M), MORGAN STANLEY ($30.2M), WELLS FARGO & COMPANY/MN ($29.1M), Nilsine Partners, LLC ($21.2M), NewEdge Advisors, LLC ($18.6M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1FIRST TRUST ADVISORS LP$800.8M17.6MAdded
2MORGAN STANLEY$30.2M662,918Added
3WELLS FARGO & COMPANY/MN$29.1M639,362Added
4Nilsine Partners, LLC$21.2M465,155Added
5NewEdge Advisors, LLC$18.6M408,346Added
6Advisory Services Network, LLC$16.9M371,415Trimmed
7&PARTNERS$16.9M370,720Added
8RAYMOND JAMES FINANCIAL INC$13.3M291,017Added
9NewSquare Capital LLC$11.4M249,056Added
10LPL Financial LLC$11.0M241,475Added
11Royal Bank of Canada$9.3M203,378Added
12Summit Financial, LLC$8.6M189,165New
13BENJAMIN EDWARDS INC$6.8M150,159Added
14GOLDMAN SACHS GROUP INC$5.2M113,905Hold
15DAYMARK WEALTH PARTNERS, LLC$3.2M69,505Trimmed
16TriaGen Wealth Management LLC$2.6M56,335Added
17Tower Research Capital LLC (TRC)$2.5M55,880Added
18ENVESTNET ASSET MANAGEMENT INC$2.4M53,207Added
19STIFEL FINANCIAL CORP$1.9M42,426Added
20JPMORGAN CHASE & CO$1.8M39,804Added
21HRT FINANCIAL LP$1.6M35,158New
22SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.5M33,652Trimmed
23Transamerica Financial Advisors, LLC$1.5M33,520Trimmed
24Davis Investment Partners, LLC$1.5M33,191Added
25CITADEL ADVISORS LLC$1.3M29,024Trimmed

来源：SEC 13F 申报文件 · 截至 2026-06-30