FIRST TR EXCHANGE-TRADED FD (FXZ) is held by 44 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is WELLS FARGO & COMPANY/MN as of Q1 2026.

Are institutions buying or selling FXZ?

In Q1 2026, 28 institutions opened or increased positions in FIRST TR EXCHANGE-TRADED FD while 13 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on FXZ?

The Smart Money Verdict combines four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for FIRST TR EXCHANGE-TRADED FD.

How many hedge funds hold FXZ?

44 institutional investors report holding FIRST TR EXCHANGE-TRADED FD (FXZ) as of Q1 2026, based on SEC 13F filings.

Is institutional money flowing into FXZ?

As of Q1 2026, tracked institutions in FIRST TR EXCHANGE-TRADED FD show 28 buyers versus 13 sellers — net inflows.

FIRST TR EXCHANGE-TRADED FD

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

Holders

Avg rating(18 Elite)

$189.7M

Total Value

68% (44)

Fund Consensus

28 buying - 13 selling

No verdict yet — fewer than 2 funds hold FXZ.

13F: Mar 31, 2026Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
WELLS FARGO & COMPANY/MN	Increased	451,985(+31.9%)	$34.4M	0.0%	+19.71%	37
BANK OF AMERICA CORP /DE/	Increased	385,160(+277.6%)	$29.4M	0.0%	+8.27%	46
LPL Financial LLC	Increased	306,935(+60.0%)	$23.4M	0.0%	+18.79%	41
MORGAN STANLEY	Increased	261,884(+48.8%)	$20M	0.0%	+14.40%	39
UBS Group AG	Increased	133,094(+140.9%)	$10.1M	0.0%	+10.40%	45
Cetera Investment Advisers	Decreased	104,066(-3.3%)	$7.9M	0.0%	+18.44%	0
AMERIPRISE FINANCIAL INC	Increased	94,909(+14.0%)	$7.2M	0.0%	+31.24%	31
ENVESTNET ASSET MANAGEMENT INC	Increased	78,814(+18.1%)	$6M	0.0%	+38.15%	32
TRUIST FINANCIAL CORP	Increased	75,550(+63.9%)	$5.8M	0.0%	+16.92%	39
RAYMOND JAMES FINANCIAL INC	Increased	70,138(+27.0%)	$5.3M	0.0%	+29.35%	33
ROYAL BANK OF CANADA	Increased	57,511(+37.1%)	$4.4M	0.0%	+20.98%	35
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	56,871(-1.3%)	$4.3M	0.0%	+36.21%	0
D.A. DAVIDSON & CO.	New	54,059	$4.1M	0.0%	+0.01%	37
GOLDMAN SACHS GROUP INC	Decreased	50,000(-20.9%)	$3.8M	0.0%	+40.46%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Increased	42,515(+34.9%)	$3.2M	0.0%	+23.46%	34
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Decreased	41,076(-44.5%)	$3.2M	0.0%	+40.12%	0
OSAIC HOLDINGS, INC.	Increased	39,110(+124.8%)	$3M	0.0%	+12.68%	43
STIFEL FINANCIAL CORP	Decreased	36,287(-20.1%)	$2.8M	0.0%	+27.58%	0
Rockefeller Capital Management L.P.	Increased	26,285(+0.5%)	$2M	0.0%	+39.29%	26
Private Advisor Group, LLC	Decreased	21,715(-0.3%)	$1.7M	0.0%	+25.41%	0