FIRST TR EXCHANGE-TRADED FD

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FXZ·33734X168·US·ETF·Unknown - Unknown

FXZ (FIRST TR EXCHANGE-TRADED FD) is held by 45 institutional investors as of Q2 2026. Largest holders: WELLS FARGO & COMPANY/MN ($38.7M), MORGAN STANLEY ($32.2M), BANK OF AMERICA CORP /DE/ ($30.4M). Net institutional sentiment: Mixed.

45

Holders

(6 Elite)

$227.1M

Total Value

61% (38)

Consensus

23 buying - 15 selling

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

Smart Money Verdict

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Institutional (13F)64

Insider (Form 4)60

Activist (13D/13G)58

Congressional (STOCK Act)25

Holder Quality

49

★★★★★

Elite

45

★★★★

Strong

57

★★★

Solid

15

★★

Below

30

★

Weak

Held by 45 funds

6 elite

Who's Trading

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

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

Top Holders

Top Holders (45)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
WELLS FARGO & COMPANY/MN	Increased	486,764(+7.7%)	$38.7M	0.0%	+32.51%	31
MORGAN STANLEY	Increased	405,596(+54.9%)	$32.2M	0.0%	+21.25%	41
BANK OF AMERICA CORP /DE/	Decreased	382,234(-0.8%)	$30.4M	0.0%	+21.80%	0
LPL Financial LLC	Increased	322,406(+5.0%)	$25.6M	0.0%	+32.25%	30
RAYMOND JAMES FINANCIAL INC	Increased	179,204(+155.5%)	$14.2M	0.0%	+21.38%	45
UBS Group AG	Increased	147,487(+10.8%)	$11.7M	0.0%	+22.62%	31
Cetera Investment Advisers	Decreased	101,653(-2.3%)	$8.1M	0.0%	+33.25%	0
AMERIPRISE FINANCIAL INC	Decreased	92,456(-2.6%)	$7.3M	0.0%	+47.65%	0
TWO SIGMA INVESTMENTS, LP	Increased	80,167(+532.9%)	$6.4M	0.0%	+10.12%	44
ENVESTNET ASSET MANAGEMENT INC	Decreased	75,347(-4.4%)	$6M	0.0%	+55.42%	0
TRUIST FINANCIAL CORP	Decreased	66,098(-12.5%)	$5.3M	0.0%	+31.54%	0
ROYAL BANK OF CANADA	Increased	59,115(+2.8%)	$4.7M	0.0%	+36.94%	28
COMMONWEALTH EQUITY SERVICES, LLC	Increased	57,559(+1.2%)	$4.6M	0.0%	+52.50%	27
D.A. DAVIDSON & CO.	Decreased	53,341(-1.3%)	$4.2M	0.0%	+12.51%	0
STIFEL FINANCIAL CORP	Increased	50,766(+39.9%)	$4M	0.0%	+31.92%	35
GOLDMAN SACHS GROUP INC	Unchanged	50,000	$4M	0.0%	+58.02%	0
OSAIC HOLDINGS, INC.	Decreased	39,101(-0.0%)	$3.1M	0.0%	+26.77%	0
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Decreased	38,875(-5.4%)	$3M	0.0%	+57.64%	0
Rockefeller Capital Management L.P.	Increased	26,680(+1.5%)	$2.1M	0.0%	+54.70%	26
Private Advisor Group, LLC	Increased	23,457(+8.0%)	$1.9M	0.0%	+37.98%	28

Showing 1-20 of 46

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FXZFIRST 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