FIRST TR EXCHANGE-TRADED FD (FXZ) is held by 45 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is WELLS FARGO & COMPANY/MN as of Q2 2026.

Are institutions buying or selling FXZ?

In Q2 2026, 23 institutions opened or increased positions in FIRST TR EXCHANGE-TRADED FD while 15 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on FXZ?

HoldingsIntel scores FIRST TR EXCHANGE-TRADED FD across four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) — with 1 of the 4 carrying data for FXZ. In Q2 2026, the institutional leg showed net inflows: 23 buying versus 15 selling.

How many hedge funds hold FXZ?

45 institutional investors report holding FIRST TR EXCHANGE-TRADED FD (FXZ) as of Q2 2026, based on SEC 13F filings.

Is institutional money flowing into FXZ?

As of Q2 2026, tracked institutions in FIRST TR EXCHANGE-TRADED FD show 23 buyers versus 15 sellers — net inflows.

FIRST TR EXCHANGE-TRADED FD

FXZ·33734X168·US·ETF

Holders

(7 Elite)

$229.1M

Total Value

61% (38)

Consensus

23 buying - 15 selling

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

Smart Money Verdict

View all

Held by 45 funds

7 elite

Who's Trading

Source dates: Price Oct 12, 2026 · Insiders none · Activists none · Congress none

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

Checking access…

	Action
WELLS FARGO & COMPANY/MN	Increased	486,764(+7.7%)	$38.7M	0.0%	+24.34%	31
MORGAN STANLEY	Increased	405,596(+54.9%)	$32.2M	0.0%	+8.97%	41
BANK OF AMERICA CORP /DE/	Decreased	382,234(-0.8%)	$30.4M	0.0%	+8.88%	0
LPL Financial LLC	Increased	322,406(+5.0%)	$25.6M	0.0%	+19.20%	30
RAYMOND JAMES FINANCIAL INC	Increased	179,204(+155.5%)	$14.2M	0.0%	+8.45%	45
UBS Group AG	Increased	147,487(+10.8%)	$11.7M	0.0%	+10.86%	31
Cetera Investment Advisers	Decreased	101,653(-2.3%)	$8.1M	0.0%	+19.45%	0
AMERIPRISE FINANCIAL INC	Decreased	92,456(-2.6%)	$7.3M	0.0%	+32.61%	0
TWO SIGMA INVESTMENTS, LP	Increased	80,167(+532.9%)	$6.4M	0.0%	-1.36%	44
ENVESTNET ASSET MANAGEMENT INC	Decreased	75,347(-4.4%)	$6M	0.0%	+35.47%	0
TRUIST FINANCIAL CORP	Decreased	66,098(-12.5%)	$5.3M	0.0%	+19.01%	0
ROYAL BANK OF CANADA	Increased	59,115(+2.8%)	$4.7M	0.0%	+23.23%	28
COMMONWEALTH EQUITY SERVICES, LLC	Increased	57,559(+1.2%)	$4.6M	0.0%	+35.92%	27
D.A. DAVIDSON & CO.	Decreased	53,341(-1.3%)	$4.2M	0.0%	+2.33%	0
STIFEL FINANCIAL CORP	Increased	50,766(+39.9%)	$4M	0.0%	+18.42%	35
GOLDMAN SACHS GROUP INC	Unchanged	50,000	$4M	0.0%	+28.60%	0
OSAIC HOLDINGS, INC.	Decreased	39,101(-0.0%)	$3.1M	0.0%	+13.88%	0
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Decreased	38,875(-5.4%)	$3M	0.0%	+41.34%	0
Rockefeller Capital Management L.P.	Increased	26,680(+1.5%)	$2.1M	0.0%	+39.20%	26
Equitable Holdings, Inc.	New	26,402	$2.1M	0.0%	-2.03%	36

Showing 1-20 of 46

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FXZFIRST TR EXCHANGE-TRADED FD

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

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