FIRST TR EXCHANGE-TRADED FD

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FXR·33734X150·US·ETF·Unknown - Unknown-13D/G

FXR (FIRST TR EXCHANGE-TRADED FD) is held by 60 institutional investors as of Q2 2026. Largest holders: MORGAN STANLEY ($76.2M), WELLS FARGO & COMPANY/MN ($72.6M), RAYMOND JAMES FINANCIAL INC ($48.6M). Net institutional sentiment: Mixed.

60

Holders

(10 Elite)

$419.1M

Total Value

56% (55)

Consensus

31 buying - 24 selling

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

Smart Money Verdict

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Institutional (13F)32

Insider (Form 4)58

Activist (13D/13G)49

Congressional (STOCK Act)79

Holder Quality

73

★★★★★

Elite

85

★★★★

Strong

81

★★★

Solid

39

★★

Below

70

★

Weak

Held by 60 funds

10 elite

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders none · Activists Jan 7, 2026 · Congress none

ActivistFTFirst Trust Portfolios L.P.0.0%Jan 7, 2026

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Top Holders

Top Holders (60)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
MORGAN STANLEY	Decreased	836,481(-7.9%)	$76.2M	0.0%	+31.89%	0
WELLS FARGO & COMPANY/MN	Decreased	796,996(-5.9%)	$72.6M	0.0%	+54.52%	0
RAYMOND JAMES FINANCIAL INC	Increased	533,258(+2.2%)	$48.6M	0.0%	+18.97%	30
LPL Financial LLC	Increased	486,887(+19.3%)	$44.4M	0.0%	+42.63%	34
BANK OF AMERICA CORP /DE/	Decreased	352,787(-10.8%)	$32.1M	0.0%	+17.68%	0
ENVESTNET ASSET MANAGEMENT INC	Increased	202,542(+95.3%)	$18.5M	0.0%	+7.88%	45
UBS Group AG	Decreased	200,509(-4.9%)	$18.3M	0.0%	+60.02%	0
D.A. DAVIDSON & CO.	Increased	158,041(+28.8%)	$14.4M	0.1%	+34.95%	35
TRUIST FINANCIAL CORP	Decreased	155,961(-1.6%)	$14.2M	0.0%	+55.80%	0
Baird Financial Group, Inc.	Decreased	98,156(-3.1%)	$8.9M	0.0%	+55.33%	0
STIFEL FINANCIAL CORP	Decreased	79,172(-12.2%)	$7.2M	0.0%	+45.93%	0
BENJAMIN EDWARDS INC	Increased	61,781(+51.5%)	$5.6M	0.1%	+10.48%	38
Cetera Investment Advisers	Increased	54,311(+72.9%)	$4.9M	0.0%	+16.97%	40
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Increased	52,869(+54.5%)	$4.8M	0.0%	+9.47%	38
BNP PARIBAS FINANCIAL MARKETS	Unchanged	50,000	$4.6M	0.0%	-0.05%	0
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	48,108(-15.5%)	$4.4M	0.0%	+63.96%	0
ASSETMARK, INC	Increased	46,324(+190x)	$4.2M	0.0%	-2.42%	43
ROYAL BANK OF CANADA	Decreased	42,454(-29.0%)	$3.9M	0.0%	+19.90%	0
OSAIC HOLDINGS, INC.	Decreased	33,801(-11.9%)	$3.1M	0.0%	+51.70%	0
NewEdge Advisors, LLC	Increased	32,516(+16.2%)	$3M	0.0%	+43.86%	30

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FXRFIRST 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