13F Insight
DOSSIER · 13F Holders · Q2 2026
FPX

FIRST TR EXCHANGE-TRADED FD

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

CUSIP 336920103·244 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$634M
visible holders
Holders
244
filers reporting
Concentration
23.04%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q2 2026

244 institutions reported FPX in Q2 2026. MORGAN STANLEY leads at 23.0% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$146M709K0.01%Q2 202602
LPL Financial LLC
CIK 0001403438
$91M440K0.02%Q2 202603
WELLS FARGO & COMPANY/MN
CIK 0000072971
$82M398K0.01%Q2 202604
BANK OF AMERICA CORP /DE/
CIK 0000070858
$44M211K0.00%Q2 202605
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$42M205K0.01%Q2 202606
UBS Group AG
CIK 0001610520
$28M135K0.00%Q2 202607
ROYAL BANK OF CANADA
CIK 0001000275
$21M103K0.00%Q2 202608
Systelligence, LLC
CIK 0001882691
$21M103K3.54%Q2 202609
OSAIC HOLDINGS, INC.
CIK 0001677044
$21M101K0.02%Q2 202610
Cetera Investment Advisers
CIK 0001666741
$19M90K0.02%Q2 202611
AMERIPRISE FINANCIAL INC
CIK 0000820027
$19M89K0.00%Q2 202612
PRUDENTIAL PLC
CIK 0000898419
$18M88K0.10%Q2 202613
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$17M81K0.02%Q2 202614
Cassia Capital Partners, LLC
CIK 0001844897
$12M59K5.86%Q2 202615
Ocean Park Asset Management, LLC
CIK 0001538052
$10M50K0.50%Q2 202616
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$10M50K0.00%Q2 202617
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$10M63K0.03%Q1 202618
Proactive Wealth Strategies LLC
CIK 0002043129
$8M40K1.34%Q2 202619
TRUIST FINANCIAL CORP
CIK 0000092230
$8M37K0.01%Q2 202620
Janney Montgomery Scott LLC
CIK 0001329948
$7M47K0.02%Q1 2026
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