FDN institutional holders

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

Managers holding585
Shares held9,237,863
Reported value$2.4bn
Quarter flows80 new, 110 added, 204 trimmed, 48 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
MORGAN STANLEY1,086,334$287.6m0.0%
LPL Financial LLC705,057$186.6m0.0%
WELLS FARGO & COMPANY/MN676,770$179.2m0.0%
BANK OF AMERICA CORP /DE/656,654$173.8m0.0%
UBS Group AG564,479$149.4m0.0%
RAYMOND JAMES FINANCIAL INC393,245$104.1m0.0%
ROYAL BANK OF CANADA366,618$97.1m0.0%
Cambridge Investment Research Advisors, Inc.155,754$41.2m0.0%
ENVESTNET ASSET MANAGEMENT INC147,526$39.1m0.0%
Corient Private Wealth LP145,505$38.5m0.1%
OSAIC HOLDINGS, INC.130,180$34.5m0.0%
TRUIST FINANCIAL CORP130,043$34.4m0.0%
AMERIPRISE FINANCIAL INC121,670$32.2m0.0%
STIFEL FINANCIAL CORP111,404$29.5m0.0%
COMMONWEALTH EQUITY SERVICES, LLC109,056$28.9m0.0%
HighTower Advisors, LLC99,174$26.3m0.0%
Fisher Asset Management, LLC98,784$26.2m0.0%
Janney Montgomery Scott LLC87,418$23.1m0.0%
EARNED WEALTH ADVISORS, LLC87,118$23.1m1.5%
Cetera Investment Advisers81,775$21.6m0.0%
TWO SIGMA INVESTMENTS, LP75,980$20.1m0.0%
WCG Wealth Advisors LLC74,915$19.8m0.5%
Warner Group LLC74,248$19.7m4.8%
CITADEL ADVISORS LLC65,747$17.4m0.0%
GOLDMAN SACHS GROUP INC65,148$17.2m0.0%

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

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