FIRST TR EXCHANGE TRADED FD (FXH)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
243
Reporting holders
$507.5M
Reported value
0.3%
Held as options
+16
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $101.7M | 830,683 | 0.01% | 35q | +1.3%+$1.3M |
| LPL Financial LLC | $47.1M | 384,716 | 0.01% | 31q | +36.5%+$12.6M |
| BANK OF AMERICA CORP /DE/ | $37.0M | 302,642 | 0.00% | 31q | +1.7%+$629.6K |
| WELLS FARGO & COMPANY/MN | $34.5M | 282,254 | 0.01% | 31q | -47.3%-$31.0M |
| RAYMOND JAMES FINANCIAL INC | $32.2M | 263,113 | 0.01% | 7q | -6.2%-$2.1M |
| UBS Group AG | $21.7M | 177,248 | 0.00% | 31q | +50.6%+$7.3M |
| GOLDMAN SACHS GROUP INC | $12.3M | 100,280 | 0.00% | 31q | -6.1%-$801.5K |
| ENVESTNET ASSET MANAGEMENT INC | $11.5M | 94,077 | 0.00% | 31q | +59.8%+$4.3M |
| Prasad Wealth Partners, LLC | $10.3M | 83,752 | 2.47% | 7q | +2724.7%+$9.9M |
| PERRYMAN FINANCIAL ADVISORY INC /AD | $9.1M | 74,544 | 1.21% | 3q | +2.4%+$212.1K |
| Cetera Investment Advisers | $8.8M | 71,952 | 0.01% | 31q | +15.5%+$1.2M |
| ROYAL BANK OF CANADA | $7.7M | 62,495 | 0.00% | 31q | -20.0%-$1.9M |
| COMMONWEALTH EQUITY SERVICES, LLC | $7.5M | 61,079 | 0.01% | 31q | -11.7%-$989.6K |
| HighTower Advisors, LLC | $6.6M | 54,198 | 0.01% | 31q | +19.0%+$1.1M |
| PGIM Custom Harvest LLC | $6.1M | 50,233 | 0.08% | 19q | -7.6%-$502.9K |
| Corient Private Wealth LP | $5.7M | 46,318 | 0.00% | 15q | +93.6%+$2.7M |
| OSAIC HOLDINGS, INC. | $4.9M | 40,350 | 0.01% | 26q | +2.3%+$112.0K |
| Paller Financial Services Inc | $4.0M | 32,992 | 3.02% | 3q | -11.1%-$503.4K |
| KINGSWOOD WEALTH ADVISORS, LLC | $4.0M | 32,919 | 0.16% | 8q | +2.3%+$92.4K |
| AMERIPRISE FINANCIAL INC | $4.0M | 32,599 | 0.00% | 31q | -53.4%-$4.6M |
| Baird Financial Group, Inc. | $3.8M | 31,210 | 0.01% | 31q | -2.9%-$112.4K |
| Waverly Advisors, LLC | $3.7M | 30,159 | 0.02% | 10q | +4.6%+$161.9K |
| STIFEL FINANCIAL CORP | $3.3M | 27,258 | 0.00% | 31q | -3.8%-$133.2K |
| Geneos Wealth Management Inc. | $3.3M | 26,754 | 0.07% | 42q | +201.1%+$2.2M |
| PCG Wealth Advisors, LLC | $3.2M | 25,948 | 0.71% | 19q | +88.9%+$1.5M |
| ASSETMARK, INC | $3.0M | 24,809 | 0.01% | 13q | +46.8%+$968.4K |
| JPMORGAN CHASE & CO | $2.9M | 23,321 | 0.00% | 31q | +3.6%+$100.6K |
| Steward Partners Investment Advisory, LLC | $2.5M | 20,470 | 0.01% | 31q | -0.7%-$18.1K |
| Farther Finance Advisors, LLC | $2.5M | 20,039 | 0.02% | 10q | -5.3%-$136.4K |
| Private Advisor Group, LLC | $2.4M | 19,924 | 0.01% | 31q | +4.2%+$98.8K |
| ABLE Financial Group, LLC | $2.4M | 19,911 | 0.41% | new | NEW |
| Financial Advisory Corp | $2.3M | 18,978 | 0.31% | 7q | HELD |
| TRUIST FINANCIAL CORP | $2.2M | 18,182 | 0.00% | 27q | -7.5%-$180.2K |
| Mutual Advisors, LLC | $2.0M | 16,547 | 0.04% | 31q | +130.6%+$1.1M |
| MERCER GLOBAL ADVISORS INC /ADV | $2.0M | 16,222 | 0.00% | 2q | +6.8%+$126.3K |
| Kestra Advisory Services, LLC | $1.9M | 15,860 | 0.01% | 24q | -14.1%-$319.0K |
| SFI Advisors, LLC | $1.9M | 15,592 | 1.65% | 6q | -2.2%-$42.7K |
| Holistic Financial Partners | $1.9M | 15,279 | 1.14% | 14q | -32.4%-$897.2K |
| Security Financial Services, INC. | $1.8M | 15,079 | 0.26% | 19q | HELD |
| Sanctuary Advisors, LLC | $1.8M | 14,363 | 0.01% | 9q | +11.9%+$186.7K |
| Foundations Investment Advisors, LLC | $1.7M | 14,014 | 0.02% | new | NEW |
| Prosperity Consulting Group, LLC | $1.7M | 13,806 | 0.06% | 8q | -3.5%-$61.1K |
| Quantinno Capital Management LP | $1.6M | 13,041 | 0.00% | 10q | -1.6%-$26.6K |
| Prospera Financial Services Inc | $1.5M | 12,635 | 0.02% | 31q | -4.7%-$76.4K |
| Golden State Wealth Management, LLC | $1.5M | 12,115 | 0.14% | 14q | -1.1%-$16.6K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.4M | options only | 0.00% | 31q | OPTIONS |
| MAI Capital Management | $1.4M | 11,577 | 0.01% | 19q | +86.2%+$655.9K |
| IFP Advisors, Inc | $1.4M | 11,553 | 0.03% | 39q | +52.0%+$483.6K |
| Morey & Quinn Wealth Partners, LLC | $1.4M | 11,104 | 0.87% | 7q | -3.1%-$43.3K |
| BENJAMIN EDWARDS INC | $1.4M | 11,083 | 0.01% | 18q | +28.4%+$300.0K |
| Schrum Private Wealth Management LLC | $1.3M | 12,718 | 1.37% | 19q | +11.2%+$134.4K |
| NewEdge Advisors, LLC | $1.3M | 10,625 | 0.00% | 17q | +102.3%+$657.8K |
| Wagner Wealth Management, LLC | $1.2M | 10,074 | 0.23% | 23q | -5.2%-$67.9K |
| First Heartland Consultants, Inc. | $1.2M | 9,541 | 0.08% | 7q | +3.1%+$35.1K |
| Beacon Pointe Advisors, LLC | $1.1M | 9,070 | 0.01% | 31q | -2.7%-$31.3K |
| LAKE STREET PRIVATE WEALTH, LLC | $1.1M | 8,715 | 0.12% | 30q | +6.5%+$65.5K |
| Apollon Financial, LLC | $1.1M | 8,583 | 0.12% | 11q | -5.6%-$62.4K |
| Rockefeller Capital Management L.P. | $1.0M | 8,333 | 0.00% | 4q | -15.5%-$186.9K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $999.9K | 8,170 | 0.00% | 31q | +4.3%+$41.6K |
| Stratos Wealth Partners, LTD. | $981.0K | 8,014 | 0.01% | 31q | -1.9%-$19.0K |
| Gateway Wealth Partners, LLC | $978.2K | 7,992 | 0.06% | 15q | +36.0%+$259.1K |
| OPPENHEIMER & CO INC | $927.4K | 7,577 | 0.01% | 31q | +85.7%+$428.0K |
| Jacobi Capital Management LLC | $880.3K | 7,192 | 0.04% | 31q | HELD |
| HANCOCK WHITNEY CORP | $856.8K | 7,000 | 0.01% | 11q | HELD |
| Maridea Wealth Management LLC | $845.3K | 6,906 | 0.09% | new | NEW |
| RPg Family Wealth Advisory, LLC | $829.9K | 6,780 | 0.08% | 3q | +116.8%+$447.0K |
| Sequoia Financial Advisors, LLC | $829.3K | 6,775 | 0.00% | 6q | HELD |
| HB Wealth Management, LLC | $825.0K | 6,740 | 0.00% | 4q | HELD |
| Atria Investments, Inc | $823.9K | 6,731 | 0.01% | 14q | +23.6%+$157.3K |
| Advisory Advocates, LLC | $820.1K | 6,700 | 0.70% | 3q | HELD |
| JONES FINANCIAL COMPANIES LLLP | $817.1K | 6,647 | 0.00% | 9q | -3.7%-$31.7K |
| Keating Financial Advisory Services, Inc. | $803.9K | 6,568 | 0.11% | 3q | -7.2%-$61.9K |
| MML INVESTORS SERVICES, LLC | $786.2K | 6,423 | 0.00% | 31q | +46.8%+$250.5K |
| STEPHENS INC /AR/ | $766.8K | 6,265 | 0.01% | 31q | +0.9%+$7.0K |
| Snowden Capital Advisors LLC | $766.7K | 6,263 | 0.02% | 2q | +9.8%+$68.4K |
| Regal Investment Advisors LLC | $756.4K | 6,180 | 0.04% | 21q | HELD |
| Bank of New York Mellon Corp | $741.5K | 6,058 | 0.00% | new | NEW |
| CATHY PARETO & ASSOCIATES, INC | $717.9K | 5,864 | 0.42% | 7q | -4.0%-$30.2K |
| LEVEL FOUR ADVISORY SERVICES, LLC | $711.0K | 5,809 | 0.02% | 31q | HELD |
| Kingsview Wealth Management, LLC | $709.3K | 5,795 | 0.01% | 31q | +19.1%+$113.7K |
| Spectrum Wealth Advisory Group, LLC | $706.1K | 5,769 | 0.20% | 30q | HELD |
| Alliance Wealth Advisors, LLC | $697.3K | 5,697 | 0.23% | 23q | HELD |
| WealthPLAN Partners, LLC | $696.6K | 5,691 | 0.13% | 29q | -3.0%-$21.2K |
| Pine Valley Investments Ltd Liability Co | $684.4K | 5,592 | 0.03% | 13q | +16.7%+$97.9K |
| Worthington Financial Partners, LLC | $641.7K | 5,243 | 0.53% | 3q | +2.1%+$13.3K |
| SILVER OAK SECURITIES, INCORPORATED | $639.3K | 5,223 | 0.04% | 5q | +3.9%+$24.1K |
| CAPTRUST FINANCIAL ADVISORS | $626.7K | 5,120 | 0.00% | 26q | HELD |
| Western Wealth Management, LLC | $603.9K | 4,934 | 0.02% | 30q | +7.2%+$40.5K |
| AE Wealth Management LLC | $598.3K | 4,888 | 0.00% | 29q | -1.4%-$8.6K |
| PNC Financial Services Group, Inc. | $593.7K | 4,850 | 0.00% | 31q | -12.0%-$81.0K |
| Creative Planning | $588.4K | 4,807 | 0.00% | 31q | +1.4%+$8.3K |
| HARBOUR INVESTMENTS, INC. | $568.7K | 4,646 | 0.01% | 21q | +14.7%+$73.0K |
| D.A. DAVIDSON & CO. | $564.0K | 4,608 | 0.00% | 31q | +0.7%+$3.8K |
| Tradition Wealth Management, LLC | $563.9K | 4,607 | 0.03% | 23q | HELD |
| One Charles Private Wealth Services, LLC | $553.0K | 4,518 | 0.13% | 11q | -8.4%-$50.4K |
| Kovack Advisors, Inc. | $551.0K | 4,467 | 0.03% | 8q | -2.3%-$13.1K |
| OneAscent Financial Services LLC | $550.1K | 4,494 | 0.03% | 3q | -57.7%-$750.8K |
| OLD NATIONAL BANCORP /IN/ | $548.5K | 4,481 | 0.01% | 31q | -10.4%-$63.6K |
| Centerpoint Advisory Group | $546.3K | 4,463 | 0.35% | 7q | -3.3%-$18.4K |
| Novak & Powell Financial Services, Inc. | $542.4K | 4,431 | 0.26% | 11q | HELD |
Showing the largest 100 of 252 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 243 | $507.5M | 4,134,837 | 33 | 66 | 62 | 0.3% |
| Q1 2026 | 227 | $459.7M | 4,207,522 | 22 | 42 | 78 | 0.0% |
| Q4 2025 | 229 | $491.7M | 4,321,292 | 28 | 45 | 78 | 0.2% |
| Q3 2025 | 207 | $446.9M | 4,065,742 | 12 | 40 | 76 | 0.0% |
| Q2 2025 | 210 | $439.1M | 4,235,557 | 9 | 32 | 82 | 0.0% |
| Q1 2025 | 230 | $464.6M | 4,484,954 | 17 | 28 | 88 | 0.0% |
| Q4 2024 | 235 | $519.2M | 5,013,933 | 10 | 32 | 104 | 0.0% |
| Q3 2024 | 236 | $651.4M | 5,825,325 | 16 | 35 | 93 | 0.0% |
| Q2 2024 | 234 | $638.0M | 6,102,469 | 10 | 50 | 84 | 0.0% |
| Q1 2024 | 239 | $1.1B | 10,058,886 | 24 | 56 | 72 | 0.0% |
| Q4 2023 | 234 | $869.4M | 8,390,476 | 22 | 34 | 107 | 0.0% |
| Q3 2023 | 223 | $700.3M | 7,195,856 | 15 | 45 | 79 | 0.1% |
| Q2 2023 | 229 | $876.7M | 8,044,050 | 17 | 53 | 79 | 0.7% |
| Q1 2023 | 226 | $862.4M | 8,013,410 | 15 | 66 | 57 | 0.2% |
| Q4 2022 | 218 | $844.3M | 7,750,206 | 12 | 62 | 56 | 0.4% |
| Q3 2022 | 247 | $781.3M | 8,002,355 | 27 | 74 | 58 | 0.5% |
| Q2 2022 | 240 | $738.8M | 7,163,173 | 26 | 69 | 56 | 0.2% |
| Q1 2022 | 231 | $726.0M | 6,326,515 | 16 | 55 | 78 | 0.5% |
| Q4 2021 | 238 | $799.7M | 6,408,874 | 25 | 51 | 64 | 0.6% |
| Q3 2021 | 217 | $800.6M | 6,737,394 | 13 | 66 | 60 | 0.8% |
| Q2 2021 | 217 | $758.4M | 6,462,790 | 20 | 53 | 62 | 0.2% |
| Q1 2021 | 208 | $730.1M | 6,299,258 | 14 | 54 | 65 | 6.3% |
| Q4 2020 | 224 | $779.9M | 6,996,417 | 22 | 53 | 58 | 3.1% |
| Q3 2020 | 202 | $706.4M | 7,046,544 | 19 | 52 | 78 | 5.6% |
| Q2 2020 | 202 | $700.5M | 7,639,006 | 41 | 60 | 58 | 1.6% |
| Q1 2020 | 188 | $981.3M | 12,914,655 | 27 | 57 | 57 | 2.6% |
| Q4 2019 | 201 | $631.2M | 7,209,128 | 30 | 40 | 73 | 3.8% |
| Q3 2019 | 172 | $554.3M | 7,226,964 | 9 | 37 | 74 | 3.5% |
| Q2 2019 | 181 | $643.8M | 8,111,896 | 19 | 34 | 84 | 2.4% |
| Q1 2019 | 199 | $1.5B | 19,585,257 | 23 | 64 | 64 | 2.8% |
| Q4 2018 | 192 | $1.5B | 20,536,189 | 5 | 5 | 3 | 2.9% |