DOSSIER · 13F Holders · Q1 2026High-convictionMulti-bagger

FXN

FIRST TR EXCHANGE TRADED FD

149 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 33734X127·149 13F holders·last filed Mar 31, 2026

Market cap

—

▼ 3.2%

vs prior quarter

13F value held

$955M

72.0% inst. owned

of float

Holders

149

+95 QoQ

filers reporting

Activity

+81 / −88

+963 added · −802 reduced

this quarter

Concentration

70.43%

FIRST TRUST ADVISORS LP #1

top holder share

AI Holders Summary · Q1 2026

149 institutions reported FXN in Q1 2026. FIRST TRUST ADVISORS LP leads at 70.4% of the visible book. +95 net new institutions vs prior quarter — accumulation reading.

Top holders

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

Hide index funds / market makers / custodians(1 on this page)

#HolderValueShares% port.Quarter

FIRST TRUST ADVISORS LP

CIK 0001125816· Index

$672M29.9M0.48%Q1 2026 02

$64M2.8M0.00%Q1 2026 03

WELLS FARGO & COMPANY/MN

$36M1.6M0.01%Q1 2026 04

LPL Financial LLC

$32M1.4M0.01%Q1 2026 05

Nilsine Partners, LLC

$20M940K1.58%Q1 2026 06

NewEdge Advisors, LLC

$15M684K0.06%Q1 2026 07

Advisory Services Network, LLC

$15M660K0.20%Q1 2026 08

$15M649K0.07%Q1 2026 09

RAYMOND JAMES FINANCIAL INC

$14M640K0.00%Q1 2026 10

BANK OF AMERICA CORP /DE/

$13M564K0.00%Q1 2026 11

$13M563K0.00%Q1 2026 12

Virtue Capital Management, LLC

$8M357K1.24%Q1 2026 13

ROYAL BANK OF CANADA

$7M325K0.00%Q1 2026 14

Independent Advisor Alliance

$6M285K0.07%Q1 2026 15

D.A. DAVIDSON & CO.

$6M251K0.03%Q1 2026 16

STIFEL FINANCIAL CORP

$4M194K0.00%Q1 2026 17

Crumly & Associates Inc.

$4M193K0.91%Q1 2026 18

Summit Financial, LLC

$4M156K0.04%Q1 2026 19

Baird Financial Group, Inc.

$3M154K0.01%Q1 2026 20

HighTower Advisors, LLC

$3M114K0.00%Q1 2026

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