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

FIRST TR EXCHANGE TRADED FD

116 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 33734X101·116 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$130M
visible holders
Holders
116
filers reporting
Concentration
26.39%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q2 2026

116 institutions reported FXD in Q2 2026. MORGAN STANLEY leads at 26.4% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$34M498K0.00%Q2 202602
WELLS FARGO & COMPANY/MN
CIK 0000072971
$27M390K0.00%Q2 202603
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$10M147K0.00%Q2 202604
LPL Financial LLC
CIK 0001403438
$10M140K0.00%Q2 202605
BANK OF AMERICA CORP /DE/
CIK 0000070858
$8M119K0.00%Q2 202606
Janney Montgomery Scott LLC
CIK 0001329948
$5M83K0.01%Q1 202607
STIFEL FINANCIAL CORP
CIK 0000720672
$5M74K0.00%Q2 202608
GOLDMAN SACHS GROUP INC
CIK 0000886982
$4M54K0.00%Q2 202609
BNP PARIBAS FINANCIAL MARKETS
CIK 0001166588
$3M50K0.00%Q2 202610
Excelsior Advisor Network LLC
CIK 0002110679
$3M35K0.44%Q2 202611
TRUIST FINANCIAL CORP
CIK 0000092230
$3M47K0.00%Q2 202612
Paragon Private Wealth Management, LLC
CIK 0001922684
$2M33K0.60%Q2 202613
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$2M33K0.00%Q2 202614
UBS Group AG
CIK 0001610520
$2M33K0.00%Q2 202615
TradeWell Securities, LLC.
CIK 0002066232
$2M32K0.80%Q2 202616
AMERIPRISE FINANCIAL INC
CIK 0000820027
$2M25K0.00%Q2 202617
ROYAL BANK OF CANADA
CIK 0001000275
$2M24K0.00%Q2 202618
COTTONWOOD CAPITAL ADVISORS, LLC
CIK 0001903321
$2M22K0.92%Q2 202619
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$1M21K0.00%Q2 202620
Kestra Advisory Services, LLC
CIK 0001830819
$1M17K0.00%Q2 2026
Page 1 of 6
96 more holders available. Log in →