FDN: First Tr Exchange-Traded Fd insider trading, 5% holders and institutional ownership

From public SEC filings: open-market insider purchases and sales (Form 4, last 180 days), holders of 5% or more (Schedules 13D and 13G) and institutional ownership (Form 13F). Insider and 5% data delayed 48 hours.

Insider trading

0 open-market buys totaling - and 0 sales totaling - in the last 180 days.

Institutional ownership (Q2 2026)

590 institutions reported holding $2.35B of First Tr Exchange-Traded Fd on Form 13F (556 the quarter before). 69 opened a new position and 34 sold out. Shares held by institutions: -12%.

Largest holdersSharesValue
MORGAN STANLEY1,086,334$287.57M
LPL Financial LLC705,057$186.64M
WELLS FARGO & COMPANY/MN676,770$179.15M
BANK OF AMERICA CORP /DE/656,654$173.83M
UBS Group AG564,479$149.43M
RAYMOND JAMES FINANCIAL INC393,245$104.10M
ROYAL BANK OF CANADA366,618$97.05M
ENVESTNET ASSET MANAGEMENT INC147,526$39.05M
Corient Private Wealth LP145,505$38.52M
OSAIC HOLDINGS, INC.130,180$34.46M

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