Who Owns FIRST TR (FPX)? -- Institutional Holders (2026-06-30)

249 institutions reported holding $854.6M of FIRST TR (FPX) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($146.1M), LPL Financial LLC ($90.7M), WELLS FARGO & COMPANY/MN ($82.1M), BANK OF AMERICA CORP /DE/ ($43.6M), RAYMOND JAMES FINANCIAL INC ($42.2M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MORGAN STANLEY$146.1M708,691Added
2LPL Financial LLC$90.7M440,053Added
3WELLS FARGO & COMPANY/MN$82.1M398,208Added
4BANK OF AMERICA CORP /DE/$43.6M211,381Added
5RAYMOND JAMES FINANCIAL INC$42.2M204,783Added
6UBS Group AG$27.8M134,864Added
7Royal Bank of Canada$21.3M103,461Trimmed
8Systelligence, LLC$21.2M102,704Added
9OSAIC HOLDINGS, INC.$20.7M100,541Added
10Cetera Investment Advisers$18.6M90,351Added
11AMERIPRISE FINANCIAL INC$18.6M89,346Added
12Cambridge Investment Research Advisors, Inc.$18.2M88,290Added
13PRUDENTIAL PLC$18.2M88,200New
14COMMONWEALTH EQUITY SERVICES, LLC$16.7M80,903Trimmed
15Cassia Capital Partners, LLC$12.1M58,652Trimmed
16Ocean Park Asset Management, LLC$10.4M50,325New
17ENVESTNET ASSET MANAGEMENT INC$10.3M49,825Trimmed
18Janney Montgomery Scott LLC$9.6M46,781Trimmed
19Proactive Wealth Strategies LLC$8.3M40,464Trimmed
20TRUIST FINANCIAL CORP$7.7M37,257Trimmed
21TWIN PEAKS WEALTH ADVISORS, LLC$7.1M34,277Trimmed
22SUSQUEHANNA INTERNATIONAL GROUP, LLP$7.0M34,126Trimmed
23HARBOUR INVESTMENTS, INC.$6.7M32,630Trimmed
24D.A. DAVIDSON & CO.$6.6M32,114Added
25Steward Partners Investment Advisory, LLC$6.5M31,443Added

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