Who Owns FIRST TR EXCHANGE TRADED FD (FXR)? -- Institutional Holders (2026-06-30)

195 institutions reported holding $539.6M of FIRST TR EXCHANGE TRADED FD (FXR) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($76.2M), WELLS FARGO & COMPANY/MN ($72.6M), RAYMOND JAMES FINANCIAL INC ($48.6M), LPL Financial LLC ($44.4M), BANK OF AMERICA CORP /DE/ ($32.1M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MORGAN STANLEY$76.2M836,481Trimmed
2WELLS FARGO & COMPANY/MN$72.6M796,996Trimmed
3RAYMOND JAMES FINANCIAL INC$48.6M533,258Added
4LPL Financial LLC$44.4M486,887Added
5BANK OF AMERICA CORP /DE/$32.1M352,787Trimmed
6EARNED WEALTH ADVISORS, LLC$24.1M264,853Trimmed
7ENVESTNET ASSET MANAGEMENT INC$18.5M202,542Added
8UBS Group AG$18.3M200,509Trimmed
9D.A. DAVIDSON & CO.$14.4M158,041Added
10TRUIST FINANCIAL CORP$14.2M155,961Trimmed
11Janney Montgomery Scott LLC$10.7M117,214Added
12Modern Wealth Management, LLC$9.0M98,910Added
13Baird Financial Group, Inc.$8.9M98,156Trimmed
14STIFEL FINANCIAL CORP$7.2M79,172Trimmed
15Virtue Capital Management, LLC$7.0M77,360Trimmed
16Monument Capital Management$5.8M63,826Trimmed
17BENJAMIN EDWARDS INC$5.6M61,781Added
18Cetera Investment Advisers$4.9M54,311Added
19SUSQUEHANNA INTERNATIONAL GROUP, LLP$4.8M52,869Added
20BNP PARIBAS FINANCIAL MARKETS$4.6M50,000Hold
21COMMONWEALTH EQUITY SERVICES, LLC$4.4M48,108Trimmed
22ASSETMARK, INC$4.2M46,324Added
23Cambridge Investment Research Advisors, Inc.$4.1M44,764Trimmed
24Royal Bank of Canada$3.9M42,454Trimmed
25PGIM Custom Harvest LLC$3.7M40,120Added

来源：SEC 13F 申报文件 · 截至 2026-06-30