Who Owns FIRST TR (FTGC)? -- Institutional Holders (2026-06-30)

312 institutions reported holding $2.19B of FIRST TR (FTGC) in SEC 13F filings for 2026-06-30. Largest institutional holders: WELLS FARGO & COMPANY/MN ($588.7M), MORGAN STANLEY ($285.7M), ENVESTNET ASSET MANAGEMENT INC ($202.3M), OSAIC HOLDINGS, INC. ($147.9M), LPL Financial LLC ($89.1M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1WELLS FARGO & COMPANY/MN$588.7M21.8MTrimmed
2MORGAN STANLEY$285.7M10.6MAdded
3ENVESTNET ASSET MANAGEMENT INC$202.3M7.5MAdded
4OSAIC HOLDINGS, INC.$147.9M5.5MAdded
5LPL Financial LLC$89.1M3.3MTrimmed
6UBS Group AG$45.2M1.7MAdded
7Royal Bank of Canada$43.8M1.6MAdded
8RAYMOND JAMES FINANCIAL INC$38.3M1.4MAdded
9STOCK YARDS BANK & TRUST CO$37.5M1.4MAdded
10Cyndeo Wealth Partners, LLC$31.3M1.2MAdded
11Modern Wealth Management, LLC$26.3M971,639New
12&PARTNERS$26.1M965,395Added
13NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$25.2M932,402Added
14Csenge Advisory Group$24.4M901,297Added
15Dunhill Financial, LLC$21.3M782,279Added
16FIRST TRUST ADVISORS LP$20.5M756,891Added
17OVERSEA-CHINESE BANKING Corp Ltd$19.4M719,100Trimmed
18Carrera Capital Advisors$18.7M690,192Trimmed
19Financial Enhancement Group LLC$18.0M666,514Added
20COMMONWEALTH EQUITY SERVICES, LLC$17.5M648,635Trimmed
21Cetera Investment Advisers$16.0M591,708Added
22Cambridge Investment Research Advisors, Inc.$16.0M589,983Trimmed
23Valmark Advisers, Inc.$15.7M580,543Trimmed
24HighPoint Advisor Group LLC$15.5M574,445Trimmed
25Bison Wealth, LLC$13.8M498,160Added

Source: SEC Form 13F filings · as of 2026-06-30