LMBS: 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)
458 institutions reported holding $4.96B of First Tr Exchange-Traded Fd on Form 13F (447 the quarter before). 40 opened a new position and 25 sold out. Shares held by institutions: +5%.
| Largest holders | Shares | Value |
|---|---|---|
| MORGAN STANLEY | 15,749,351 | $784.00M |
| LPL Financial LLC | 13,749,810 | $684.47M |
| WELLS FARGO & COMPANY/MN | 5,707,317 | $284.11M |
| UBS Group AG | 4,963,253 | $247.07M |
| RAYMOND JAMES FINANCIAL INC | 4,275,132 | $212.82M |
| ROYAL BANK OF CANADA | 3,358,268 | $167.17M |
| Cetera Investment Advisers | 2,737,725 | $136.28M |
| HighTower Advisors, LLC | 2,112,029 | $105.14M |
| BANK OF AMERICA CORP /DE/ | 2,030,760 | $101.09M |
| FIRST TRUST ADVISORS LP | 1,820,529 | $90.63M |
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