FIRST TR EXCHANGE-TRADED FD

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FAN·33736G106·US·ETF·Unknown - Unknown

FAN (FIRST TR EXCHANGE-TRADED FD) is held by 42 institutional investors as of Q2 2026. Largest holders: MORGAN STANLEY ($25M), UBS Group AG ($9.9M), WELLS FARGO & COMPANY/MN ($9.7M). Net institutional sentiment: Mixed.

42

Holders

(7 Elite)

$79.7M

Total Value

53% (38)

Consensus

20 buying - 18 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)70

Insider (Form 4)32

Activist (13D/13G)62

Congressional (STOCK Act)68

Holder Quality

54

★★★★★

Elite

24

★★★★

Strong

62

★★★

Solid

20

★★

Below

25

★

Weak

Held by 42 funds

7 elite

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for FAN.

Top Holders

Top Holders (42)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
MORGAN STANLEY	Increased	999,998(+15.4%)	$25M	0.0%	+19.07%	33
UBS Group AG	Decreased	396,007(-1.5%)	$9.9M	0.0%	+23.71%	0
WELLS FARGO & COMPANY/MN	Decreased	390,146(-4.3%)	$9.7M	0.0%	+32.18%	0
LPL Financial LLC	Increased	346,675(+18.2%)	$8.7M	0.0%	+26.73%	32
BANK OF AMERICA CORP /DE/	Decreased	200,369(-0.1%)	$5M	0.0%	+63.39%	0
ROYAL BANK OF CANADA	Increased	163,187(+7.3%)	$4.1M	0.0%	+28.43%	29
STIFEL FINANCIAL CORP	Increased	127,839(+11.7%)	$3.2M	0.0%	+41.04%	30
RAYMOND JAMES FINANCIAL INC	Increased	89,960(+163.6%)	$2.2M	0.0%	+10.08%	42
TRUIST FINANCIAL CORP	Decreased	83,694(-8.9%)	$2.1M	0.0%	+24.37%	0
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	70,777(-2.0%)	$1.8M	0.0%	+24.19%	0
NewEdge Advisors, LLC	Increased	55,940(+131x)	$1.4M	0.0%	-3.99%	41
ENVESTNET ASSET MANAGEMENT INC	Increased	48,883(+39.9%)	$1.2M	0.0%	+0.08%	34
SUSQUEHANNA INTERNATIONAL GROUP, LLP	New	34,243	$855,390	0.0%	-4.24%	34
MML INVESTORS SERVICES, LLC	Increased	31,589(+84.7%)	$789,094	0.0%	-1.00%	38
OSAIC HOLDINGS, INC.	Decreased	24,300(-30.2%)	$607,082	0.0%	+59.71%	0
Mariner, LLC	Increased	18,868(+12.3%)	$471,323	0.0%	+28.11%	27
CITADEL ADVISORS LLC	New	15,761	$393,710	0.0%	-4.24%	36
Amundi	Decreased	13,454(-43.7%)	$336,081	0.0%	+16.51%	0
Kestra Advisory Services, LLC	Decreased	12,660(-16.1%)	$316,255	0.0%	+41.83%	0
Cetera Investment Advisers	Decreased	12,314(-26.2%)	$307,606	0.0%	+19.85%	0

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FANFIRST TR EXCHANGE-TRADED FD

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer