FYX institutional holders

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

Managers holding204
Shares held6,959,970
Reported value$1.0bn
Quarter flows43 new, 61 added, 58 trimmed, 20 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
WELLS FARGO & COMPANY/MN715,280$103.2m0.0%
ROYAL BANK OF CANADA704,083$101.6m0.0%
LPL Financial LLC683,900$98.7m0.0%
MORGAN STANLEY678,078$97.8m0.0%
RAYMOND JAMES FINANCIAL INC435,608$62.9m0.0%
UBS Group AG421,883$60.9m0.0%
BANK OF AMERICA CORP /DE/357,405$51.6m0.0%
Janney Montgomery Scott LLC263,066$38.0m0.1%
Genesee Capital Advisors, LLC163,889$23.6m7.5%
Cetera Investment Advisers151,913$21.9m0.0%
Cambridge Investment Research Advisors, Inc.135,469$19.5m0.0%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO120,332$17.4m0.0%
Concurrent Investment Advisors, LLC107,601$15.5m0.1%
ENVESTNET ASSET MANAGEMENT INC101,266$14.6m0.0%
Crusonia Wealth Advisors LLC73,453$10.6m1.7%
Chicago Partners Investment Group LLC71,639$10.1m0.2%
Per Stirling Capital Management, LLC.66,712$9.6m0.9%
COMMONWEALTH EQUITY SERVICES, LLC64,962$9.4m0.0%
Wealth Alliance Advisory Group, LLC59,310$8.6m1.2%
STIFEL FINANCIAL CORP54,429$7.9m0.0%
Geneos Wealth Management Inc.53,610$7.7m0.2%
Kestra Advisory Services, LLC50,485$7.3m0.0%
FWG Holdings, LLC50,930$7.2m2.5%
D.A. DAVIDSON & CO.48,579$7.0m0.0%
Mainsail Financial Group, LLC44,673$6.4m2.2%

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

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