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

300 institutions reported holding $2.80B of FIRST TR EXCHANGE-TRADED FD (UCON) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($340.4M), MORGAN STANLEY ($231.8M), WELLS FARGO & COMPANY/MN ($178.5M), AMERIPRISE FINANCIAL INC ($138.6M), BANK OF AMERICA CORP /DE/ ($104.5M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	LPL Financial LLC	$340.4M	13.7M	Added
2	MORGAN STANLEY	$231.8M	9.3M	Added
3	WELLS FARGO & COMPANY/MN	$178.5M	7.2M	Added
4	AMERIPRISE FINANCIAL INC	$138.6M	5.6M	Added
5	BANK OF AMERICA CORP /DE/	$104.5M	4.2M	Added
6	HARBOUR INVESTMENTS, INC.	$104.4M	4.2M	Added
7	Royal Bank of Canada	$100.1M	4.0M	Added
8	RAYMOND JAMES FINANCIAL INC	$70.5M	2.8M	Added
9	ENVESTNET ASSET MANAGEMENT INC	$65.3M	2.6M	Added
10	HighTower Advisors, LLC	$61.5M	2.5M	Added
11	TRUIST FINANCIAL CORP	$52.1M	2.1M	Added
12	OSAIC HOLDINGS, INC.	$50.9M	2.0M	Added
13	Cetera Investment Advisers	$43.7M	1.8M	Added
14	STIFEL FINANCIAL CORP	$41.3M	1.7M	Added
15	Trilogy Capital Inc.	$39.1M	1.6M	Added
16	Csenge Advisory Group	$38.0M	1.5M	Added
17	Aptus Capital Advisors, LLC	$34.8M	1.4M	Added
18	IFP Advisors, Inc	$28.1M	1.1M	Added
19	Cambridge Investment Research Advisors, Inc.	$26.9M	1.1M	Added
20	Focus Partners Wealth	$24.9M	999,374	Trimmed
21	Integrated Wealth Concepts LLC	$24.4M	982,703	Added
22	MML INVESTORS SERVICES, LLC	$23.2M	932,943	Added
23	Cyndeo Wealth Partners, LLC	$21.7M	872,866	Added
24	Wagner Wealth Management, LLC	$21.4M	859,217	Trimmed
25	EdgeRock Capital LLC	$21.0M	842,625	Added

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