13F Insight
DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
FNX

FIRST TR EXCHANGE-TRADED ALP

221 institutions still hold FIRST TR EXCHANGE-TRADED ALP as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 33735B108·Exchange Traded Fund·221 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$759M
visible holders
Holders
221
filers reporting
Concentration
21.43%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q2 2026

221 institutions reported FNX in Q2 2026. MORGAN STANLEY leads at 21.4% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$163M1.1M0.01%Q2 202602
LPL Financial LLC
CIK 0001403438
$140M1.0M0.03%Q3 202603
WELLS FARGO & COMPANY/MN
CIK 0000072971
$104M708K0.02%Q2 202604
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$64M438K0.02%Q2 202605
ROYAL BANK OF CANADA
CIK 0001000275
$43M296K0.01%Q2 202606
Cetera Investment Advisers
CIK 0001666741
$31M210K0.03%Q2 202607
BANK OF AMERICA CORP /DE/
CIK 0000070858
$30M208K0.00%Q2 202608
UBS Group AG
CIK 0001610520
$27M201K0.00%Q3 202609
Baird Financial Group, Inc.
CIK 0001648711
$24M161K0.03%Q2 202610
Three Cord True Wealth Management, LLC
CIK 0002056001
$19M144K9.09%Q3 202611
HighTower Advisors, LLC
CIK 0001462245
$17M124K0.02%Q3 202612
Prospera Financial Services Inc
CIK 0001541625
$14M99K0.18%Q3 202613
STIFEL FINANCIAL CORP
CIK 0000720672
$13M89K0.01%Q2 202614
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$12M79K0.01%Q2 202615
Per Stirling Capital Management, LLC.
CIK 0001689933
$12M79K1.10%Q2 202616
Kestra Advisory Services, LLC
CIK 0001830819
$11M78K0.03%Q3 202617
PERRYMAN FINANCIAL ADVISORY INC /AD
CIK 0000934040
$10M71K1.22%Q3 202618
B. Riley Wealth Advisors, Inc.
CIK 0001464811
$10M71K0.37%Q3 202619
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$10M71K0.01%Q3 202620
Chicago Partners Investment Group LLC
CIK 0001563525
$8M59K0.15%Q3 2026
Page 1 of 12
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