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

241 institutions reported holding $942.2M of FIRST TR EXCHANGE TRADED FD (HYLS) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($203.7M), LPL Financial LLC ($130.7M), FIRST TRUST ADVISORS LP ($112.4M), WELLS FARGO & COMPANY/MN ($63.8M), UBS Group AG ($38.7M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MORGAN STANLEY$203.7M5.0MTrimmed
2LPL Financial LLC$130.7M3.2MTrimmed
3FIRST TRUST ADVISORS LP$112.4M2.8MAdded
4WELLS FARGO & COMPANY/MN$63.8M1.6MTrimmed
5UBS Group AG$38.7M953,019Trimmed
6Royal Bank of Canada$31.4M771,555Added
7RAYMOND JAMES FINANCIAL INC$21.2M520,734Added
8KMG FIDUCIARY PARTNERS, LLC$16.8M413,795Added
9&PARTNERS$15.2M373,667Trimmed
10ENVESTNET ASSET MANAGEMENT INC$13.5M331,759Added
11BANK OF AMERICA CORP /DE/$13.4M329,945Trimmed
12STIFEL FINANCIAL CORP$12.6M309,718Added
13Vestmark Advisory Solutions, Inc.$11.5M282,460Trimmed
14Cetera Investment Advisers$10.0M246,077Added
15PARK NATIONAL CORP /OH/$9.8M242,086Trimmed
16Janney Montgomery Scott LLC$9.0M221,451Trimmed
17Clear Creek Financial Management, LLC$8.7M213,297Trimmed
18ELEVATION POINT WEALTH PARTNERS, LLC$7.9M193,923Trimmed
19One Capital Management, LLC$7.1M174,899Hold
20Blackhawk Capital Partners, LLC$7.0M171,989New
21JANE STREET GROUP, LLC$5.8M143,718Trimmed
22Fearless Solutions, LLC dba Best Invest$5.8M143,631Trimmed
23NewEdge Advisors, LLC$5.5M135,843Trimmed
24HARBOUR INVESTMENTS, INC.$5.2M128,171Added
25CITIGROUP INC$5.1M125,268Trimmed

来源：SEC 13F 申报文件 · 截至 2026-06-30