FXZ institutional holders

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

Managers holding121
Shares held3,587,051
Reported value$284.8m
Quarter flows13 new, 38 added, 34 trimmed, 6 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
WELLS FARGO & COMPANY/MN486,764$38.7m0.0%
MORGAN STANLEY405,596$32.2m0.0%
BANK OF AMERICA CORP /DE/382,234$30.4m0.0%
LPL Financial LLC322,406$25.6m0.0%
RAYMOND JAMES FINANCIAL INC179,204$14.2m0.0%
UBS Group AG147,487$11.7m0.0%
Cetera Investment Advisers101,653$8.1m0.0%
Cambridge Investment Research Advisors, Inc.94,734$7.5m0.0%
AMERIPRISE FINANCIAL INC92,456$7.3m0.0%
Virtue Capital Management, LLC80,860$6.4m0.9%
TWO SIGMA INVESTMENTS, LP80,167$6.4m0.0%
ENVESTNET ASSET MANAGEMENT INC75,347$6.0m0.0%
HARBOUR INVESTMENTS, INC.73,781$5.9m0.1%
TRUIST FINANCIAL CORP66,098$5.3m0.0%
ROYAL BANK OF CANADA59,115$4.7m0.0%
WCG Wealth Advisors LLC58,320$4.6m0.1%
OPPENHEIMER & CO INC57,598$4.6m0.0%
COMMONWEALTH EQUITY SERVICES, LLC57,559$4.6m0.0%
D.A. DAVIDSON & CO.53,341$4.2m0.0%
STIFEL FINANCIAL CORP50,766$4.0m0.0%
GOLDMAN SACHS GROUP INC50,000$4.0m0.0%
OSAIC HOLDINGS, INC.39,101$3.1m0.0%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC38,875$3.0m0.0%
INDEPENDENT FINANCIAL GROUP, LLC30,461$2.4m0.0%
PGIM Custom Harvest LLC26,833$2.1m0.0%

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

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