FXD institutional holders

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

Managers holding108
Shares held2,273,561
Reported value$157.9m
Quarter flows11 new, 17 added, 47 trimmed, 16 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
MORGAN STANLEY497,599$34.4m0.0%
WELLS FARGO & COMPANY/MN389,948$27.0m0.0%
RAYMOND JAMES FINANCIAL INC146,906$10.2m0.0%
LPL Financial LLC140,473$9.7m0.0%
BANK OF AMERICA CORP /DE/119,282$8.3m0.0%
Janney Montgomery Scott LLC75,547$5.2m0.0%
STIFEL FINANCIAL CORP74,409$5.1m0.0%
GOLDMAN SACHS GROUP INC53,744$3.7m0.0%
BNP PARIBAS FINANCIAL MARKETS50,000$3.5m0.0%
Xcelsior Advisor Partners LLC35,256$3.3m0.4%
TRUIST FINANCIAL CORP47,025$3.3m0.0%
Paragon Private Wealth Management, LLC33,377$2.3m0.6%
SUSQUEHANNA INTERNATIONAL GROUP, LLP33,215$2.3m0.0%
UBS Group AG32,783$2.3m0.0%
TradeWell Securities, LLC.32,487$2.2m0.8%
AMERIPRISE FINANCIAL INC25,473$1.8m0.0%
ROYAL BANK OF CANADA24,457$1.7m0.0%
COTTONWOOD CAPITAL ADVISORS, LLC21,987$1.5m0.9%
Cambridge Investment Research Advisors, Inc.21,178$1.5m0.0%
ENVESTNET ASSET MANAGEMENT INC20,666$1.4m0.0%
Kestra Advisory Services, LLC17,179$1.2m0.0%
COMMONWEALTH EQUITY SERVICES, LLC17,178$1.2m0.0%
OSAIC HOLDINGS, INC.16,866$1.2m0.0%
Cetera Investment Advisers15,625$1.1m0.0%
STEPHENS INC /AR/13,998$968,1970.0%

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

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