Who Owns FIRST TR EXCHANGE TRADED FD (FAN)? -- Institutional Holders (2026-06-30)

129 institutions reported holding $150.8M of FIRST TR EXCHANGE TRADED FD (FAN) in SEC 13F filings for 2026-06-30. Largest institutional holders: Wealth High Governance Asset Management Ltda. ($28.3M), MORGAN STANLEY ($25.0M), UBS Group AG ($9.9M), WELLS FARGO & COMPANY/MN ($9.7M), BW Gestao de Investimentos Ltda. ($9.7M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	Wealth High Governance Asset Management Ltda.	$28.3M	1.1M	New
2	MORGAN STANLEY	$25.0M	999,998	Added
3	UBS Group AG	$9.9M	396,007	Trimmed
4	WELLS FARGO & COMPANY/MN	$9.7M	390,146	Trimmed
5	BW Gestao de Investimentos Ltda.	$9.7M	386,555	New
6	Wealth High Governance Capital Ltda	$9.7M	386,555	New
7	LPL Financial LLC	$8.7M	346,675	Added
8	BANK OF AMERICA CORP /DE/	$5.0M	200,369	Trimmed
9	OPPENHEIMER & CO INC	$4.1M	165,579	Added
10	Royal Bank of Canada	$4.1M	163,187	Added
11	OLD MISSION CAPITAL LLC	$3.5M	139,127	Added
12	STIFEL FINANCIAL CORP	$3.2M	127,839	Added
13	Concorde Asset Management, LLC	$2.9M	116,830	Added
14	RAYMOND JAMES FINANCIAL INC	$2.2M	89,960	Added
15	TRUIST FINANCIAL CORP	$2.1M	83,694	Trimmed
16	COMMONWEALTH EQUITY SERVICES, LLC	$1.8M	70,777	Trimmed
17	Perkins Coie Trust Co	$1.6M	62,160	Hold
18	NewEdge Advisors, LLC	$1.4M	55,940	Added
19	Nilsine Partners, LLC	$1.3M	50,891	Added
20	ENVESTNET ASSET MANAGEMENT INC	$1.2M	48,883	Added
21	Ledyard National Bank	$1.2M	48,361	Trimmed
22	CASTLEARK MANAGEMENT LLC	$984,512	39,412	Hold
23	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$855,390	34,243	New
24	Private Advisory Group LLC	$846,272	33,878	New
25	PFG Investments, LLC	$823,407	32,963	Added

Source: SEC Form 13F filings · as of 2026-06-30