DOSSIER · 13F Holders · Q2 2026
FXN

FIRST TR EXCHANGE TRADED FD

138 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 33734X127·138 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$196M
visible holders
Holders
138
filers reporting
Concentration
16.22%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q2 2026

138 institutions reported FXN in Q2 2026. MORGAN STANLEY leads at 16.2% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$32M1.6M0.00%Q2 2026
02
WELLS FARGO & COMPANY/MN
CIK 0000072971
$30M1.5M0.00%Q2 2026
03
LPL Financial LLC
CIK 0001403438
$24M1.2M0.01%Q2 2026
04
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$17M824K0.00%Q2 2026
05
Qube Research & Technologies Ltd
CIK 0001729829
$12M600K0.01%Q2 2026
06
Summit Financial, LLC
CIK 0001765536
$11M520K0.12%Q2 2026
07
ROYAL BANK OF CANADA
CIK 0001000275
$10M516K0.00%Q2 2026
08
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$8M351K0.02%Q1 2026
09
UBS Group AG
CIK 0001610520
$7M327K0.00%Q2 2026
10
Virtue Capital Management, LLC
CIK 0001729985
$6M303K0.82%Q2 2026
11
BENJAMIN EDWARDS INC
CIK 0001451623
$5M267K0.05%Q2 2026
12
BANK OF AMERICA CORP /DE/
CIK 0000070858
$5M245K0.00%Q2 2026
13
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$5M245K0.00%Q2 2026
14
Tower Research Capital LLC (TRC)
CIK 0001533421
$4M219K0.11%Q2 2026
15
GOLDMAN SACHS GROUP INC
CIK 0000886982
$4M201K0.00%Q2 2026
16
GREENUP STREET WEALTH MANAGEMENT LLC
CIK 0001909904
$4M191K0.47%Q2 2026
17
Independent Advisor Alliance
CIK 0001696899
$4M189K0.09%Q2 2026
18
GTS SECURITIES LLC
CIK 0001452765· Market maker
$3M150K0.06%Q2 2026
19
Crumly & Associates Inc.
CIK 0001759578
$3M141K0.55%Q2 2026
20
Equitable Holdings, Inc.
CIK 0001333986
$3M139K0.02%Q2 2026
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