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

FIRST TR EXCHANGE TRADED FD

125 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 33734X168·125 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$233M
visible holders
Holders
125
filers reporting
Concentration
16.63%
WELLS FARGO & COMPANY/MN #1
top holder share
AI Holders Summary · Q2 2026

125 institutions reported FXZ in Q2 2026. WELLS FARGO & COMPANY/MN leads at 16.6% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
WELLS FARGO & COMPANY/MN
CIK 0000072971
$39M487K0.01%Q2 202602
MORGAN STANLEY
CIK 0000895421
$32M406K0.00%Q2 202603
BANK OF AMERICA CORP /DE/
CIK 0000070858
$30M382K0.00%Q2 202604
LPL Financial LLC
CIK 0001403438
$26M322K0.01%Q2 202605
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$14M179K0.00%Q2 202606
UBS Group AG
CIK 0001610520
$12M147K0.00%Q2 202607
Cetera Investment Advisers
CIK 0001666741
$8M102K0.01%Q2 202608
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$8M100K0.02%Q1 202609
AMERIPRISE FINANCIAL INC
CIK 0000820027
$7M92K0.00%Q2 202610
Virtue Capital Management, LLC
CIK 0001729985
$6M81K0.86%Q2 202611
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$6M80K0.00%Q2 202612
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$6M75K0.00%Q2 202613
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$6M74K0.08%Q2 202614
TRUIST FINANCIAL CORP
CIK 0000092230
$5M66K0.01%Q2 202615
ROYAL BANK OF CANADA
CIK 0001000275
$5M59K0.00%Q2 202616
WCG Wealth Advisors LLC
CIK 0001855713
$5M58K0.11%Q2 202617
OPPENHEIMER & CO INC
CIK 0000822581
$5M58K0.05%Q2 202618
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$5M58K0.01%Q2 202619
D.A. DAVIDSON & CO.
CIK 0001080107
$4M53K0.02%Q2 202620
STIFEL FINANCIAL CORP
CIK 0000720672
$4M51K0.00%Q2 2026
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