FIRST TR EXCHANGE-TRADED FD

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FXD·33734X101·US·ETF·Unknown - Unknown-13D/G

FXD (FIRST TR EXCHANGE-TRADED FD) is held by 52 institutional investors as of Q2 2026. Largest holders: MORGAN STANLEY ($34.4M), WELLS FARGO & COMPANY/MN ($27M), RAYMOND JAMES FINANCIAL INC ($10.2M). Net institutional sentiment: Bearish.

52

Holders

(8 Elite)

$130.8M

Total Value

30% (46)

Consensus

14 buying - 32 selling

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

Smart Money Verdict

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Institutional (13F)33

Insider (Form 4)25

Activist (13D/13G)84

Congressional (STOCK Act)28

Holder Quality

71

★★★★★

Elite

39

★★★★

Strong

79

★★★

Solid

37

★★

Below

72

★

Weak

Held by 52 funds

8 elite

Who's Trading

Source dates: Price Aug 27, 2026 · Insiders none · Activists Apr 7, 2025 · Congress none

ActivistFTFirst Trust Portfolios L.P.0.0%Apr 7, 2025

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Top Holders

Top Holders (52)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
MORGAN STANLEY	Decreased	497,599(-1.4%)	$34.4M	0.0%	+14.49%	0
WELLS FARGO & COMPANY/MN	Decreased	389,948(-1.9%)	$27M	0.0%	+35.32%	0
RAYMOND JAMES FINANCIAL INC	Decreased	146,906(-12.5%)	$10.2M	0.0%	+7.69%	0
LPL Financial LLC	Increased	140,473(+1.2%)	$9.7M	0.0%	+25.70%	28
BANK OF AMERICA CORP /DE/	Decreased	119,282(-5.2%)	$8.3M	0.0%	+8.58%	0
STIFEL FINANCIAL CORP	Decreased	74,409(-7.1%)	$5.1M	0.0%	+24.72%	0
GOLDMAN SACHS GROUP INC	Decreased	53,744(-2.9%)	$3.7M	0.0%	+12.90%	0
BNP PARIBAS FINANCIAL MARKETS	New	50,000	$3.5M	0.0%	+0.86%	37
TRUIST FINANCIAL CORP	Decreased	47,025(-0.8%)	$3.3M	0.0%	+29.73%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Increased	33,215(+8.0%)	$2.3M	0.0%	+4.63%	28
UBS Group AG	Decreased	32,783(-19.3%)	$2.3M	0.0%	+29.78%	0
AMERIPRISE FINANCIAL INC	Decreased	25,473(-1.4%)	$1.8M	0.0%	+38.16%	0
ROYAL BANK OF CANADA	Decreased	24,457(-30.8%)	$1.7M	0.0%	+10.77%	0
ENVESTNET ASSET MANAGEMENT INC	Decreased	20,666(-2.2%)	$1.4M	0.0%	+27.18%	0
Kestra Advisory Services, LLC	Decreased	17,179(-9.8%)	$1.2M	0.0%	+10.14%	0
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	17,178(-5.5%)	$1.2M	0.0%	+35.28%	0
OSAIC HOLDINGS, INC.	Decreased	16,866(-2.3%)	$1.2M	0.0%	+26.65%	0
Cetera Investment Advisers	Decreased	15,625(-21.8%)	$1.1M	0.0%	+20.91%	0
JPMORGAN CHASE & CO	Decreased	13,714(-4.1%)	$953,266	0.0%	+5.50%	0
CITADEL ADVISORS LLC	Decreased	13,034(-49.7%)	$901,520	0.0%	+1.48%	0

Showing 1-20 of 53

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FXDFIRST 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