13F Insight
DOSSIER · 13F Holders · Q1 2026
FXN

FIRST TR EXCHANGE TRADED FD

142 institutions still hold FIRST TR EXCHANGE TRADED FD as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 33734X127·142 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$959M
visible holders
Holders
142
filers reporting
Concentration
70.15%
FIRST TRUST ADVISORS LP #1
top holder share
AI Holders Summary · Q1 2026

142 institutions reported FXN in Q1 2026. FIRST TRUST ADVISORS LP leads at 70.1% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
FIRST TRUST ADVISORS LP
CIK 0001125816· Index
$672M29.9M0.48%Q1 202602
MORGAN STANLEY
CIK 0000895421
$64M2.8M0.00%Q1 202603
WELLS FARGO & COMPANY/MN
CIK 0000072971
$36M1.6M0.01%Q1 202604
LPL Financial LLC
CIK 0001403438
$32M1.4M0.01%Q1 202605
Nilsine Partners, LLC
CIK 0001913043
$20M940K1.58%Q1 202606
NewEdge Advisors, LLC
CIK 0001633516
$15M684K0.06%Q1 202607
Advisory Services Network, LLC
CIK 0001573876
$15M660K0.20%Q1 202608
&PARTNERS
CIK 0000107136
$15M649K0.07%Q1 202609
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$14M640K0.00%Q1 202610
BANK OF AMERICA CORP /DE/
CIK 0000070858
$13M564K0.00%Q1 202611
UBS Group AG
CIK 0001610520
$13M563K0.00%Q1 202612
Virtue Capital Management, LLC
CIK 0001729985
$8M357K1.24%Q1 202613
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$8M351K0.02%Q1 202614
ROYAL BANK OF CANADA
CIK 0001000275
$7M325K0.00%Q1 202615
Independent Advisor Alliance
CIK 0001696899
$6M285K0.07%Q1 202616
D.A. DAVIDSON & CO.
CIK 0001080107
$6M251K0.03%Q1 202617
STIFEL FINANCIAL CORP
CIK 0000720672
$4M194K0.00%Q1 202618
Summit Financial, LLC
CIK 0001765536
$4M156K0.04%Q1 202619
Baird Financial Group, Inc.
CIK 0001648711
$3M154K0.01%Q1 202620
Crumly & Associates Inc.
CIK 0001759578
$3M141K0.55%Q2 2026
Page 1 of 8
122 more holders available. Log in →