FGD institutional holders

FIRST TR EXCHANGE-TRADED FD · 13F, 2026Q2

Managers holding208
Shares held28,106,787
Reported value$899.2m
Quarter flows38 new, 103 added, 39 trimmed, 22 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
LPL Financial LLC5,526,216$176.8m0.0%
WELLS FARGO & COMPANY/MN3,872,883$123.9m0.0%
MORGAN STANLEY1,827,933$58.5m0.0%
UBS Group AG1,439,472$46.0m0.0%
BANK OF AMERICA CORP /DE/1,410,118$45.1m0.0%
RAYMOND JAMES FINANCIAL INC1,227,175$39.3m0.0%
FUKOKU MUTUAL LIFE INSURANCE Co1,063,000$34.0m2.0%
AMERIPRISE FINANCIAL INC758,558$24.2m0.0%
AE Wealth Management LLC622,667$19.9m0.1%
PARK NATIONAL CORP /OH/583,714$18.7m0.5%
ROYAL BANK OF CANADA560,500$17.9m0.0%
COMMONWEALTH EQUITY SERVICES, LLC530,712$17.0m0.0%
Janney Montgomery Scott LLC529,883$17.0m0.0%
Cetera Investment Advisers518,397$16.6m0.0%
ENVESTNET ASSET MANAGEMENT INC465,842$14.9m0.0%
Focus Financial Network, Inc.389,682$12.5m0.4%
JONES FINANCIAL COMPANIES LLLP288,074$9.3m0.0%
Cambridge Investment Research Advisors, Inc.255,478$8.2m0.0%
Stonebridge Financial Planning Group, LLC245,523$7.9m2.5%
PNC Financial Services Group, Inc.245,046$7.8m0.0%
STIFEL FINANCIAL CORP203,506$6.5m0.0%
IMG Wealth Management, Inc.196,254$6.3m3.5%
OSAIC HOLDINGS, INC.180,235$5.8m0.0%
Oxford Wealth Group, LLC169,056$5.4m2.4%
ForthRight Wealth Management, LLC165,594$5.3m1.4%

Every holder, line by line, and the full history since 2013: yf.Client().holders("FGD"). FGD price history · All 13F data

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