FVD: 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)
642 institutions reported holding $5.06B of First Tr Exchange-Traded Fd on Form 13F (636 the quarter before). 37 opened a new position and 29 sold out. Shares held by institutions: -2%.
| Largest holders | Shares | Value |
|---|---|---|
| MORGAN STANLEY | 17,493,310 | $842.83M |
| LPL Financial LLC | 15,986,208 | $770.22M |
| BANK OF AMERICA CORP /DE/ | 5,272,946 | $254.05M |
| WELLS FARGO & COMPANY/MN | 5,135,074 | $247.41M |
| RAYMOND JAMES FINANCIAL INC | 5,066,739 | $244.12M |
| ROYAL BANK OF CANADA | 3,182,055 | $153.31M |
| ENVESTNET ASSET MANAGEMENT INC | 3,178,839 | $153.16M |
| UBS Group AG | 3,062,609 | $147.56M |
| STIFEL FINANCIAL CORP | 2,214,926 | $106.72M |
| OSAIC HOLDINGS, INC. | 2,012,367 | $96.97M |
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