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

Name: FIRST TR ENERGY (FXN) Institutional Holders (2026-06-30)
Creator: ko.io

158 institutions reported holding $244.5M of FIRST TR ENERGY (FXN) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($31.8M), WELLS FARGO & COMPANY/MN ($30.0M), LPL Financial LLC ($23.8M), RAYMOND JAMES FINANCIAL INC ($16.7M), Qube Research & Technologies Ltd ($12.1M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	MORGAN STANLEY	$31.8M	1.6M	Trimmed
2	WELLS FARGO & COMPANY/MN	$30.0M	1.5M	Trimmed
3	LPL Financial LLC	$23.8M	1.2M	Trimmed
4	RAYMOND JAMES FINANCIAL INC	$16.7M	823,638	Added
5	Qube Research & Technologies Ltd	$12.1M	599,541	Added
6	Summit Financial, LLC	$10.5M	519,974	Added
7	Royal Bank of Canada	$10.4M	515,806	Added
8	UBS Group AG	$6.6M	327,243	Trimmed
9	Virtue Capital Management, LLC	$6.1M	302,856	Trimmed
10	BENJAMIN EDWARDS INC	$5.4M	267,084	Added
11	BANK OF AMERICA CORP /DE/	$5.0M	244,890	Trimmed
12	TWO SIGMA INVESTMENTS, LP	$4.9M	244,642	Added
13	D. E. Shaw & Co., Inc.	$4.4M	219,719	New
14	Tower Research Capital LLC (TRC)	$4.4M	219,004	Added
15	GOLDMAN SACHS GROUP INC	$4.1M	201,144	Added
16	GREENUP STREET WEALTH MANAGEMENT LLC	$3.9M	190,700	New
17	Independent Advisor Alliance	$3.8M	188,500	Trimmed
18	Cambridge Investment Research Advisors, Inc.	$3.1M	150,980	Trimmed
19	GTS SECURITIES LLC	$3.0M	150,193	New
20	Crumly & Associates Inc.	$2.8M	140,849	Trimmed
21	Equitable Holdings, Inc.	$2.8M	138,613	Added
22	STIFEL FINANCIAL CORP	$2.7M	133,964	Trimmed
23	NewEdge Advisors, LLC	$2.4M	120,431	Trimmed
24	OSAIC HOLDINGS, INC.	$2.4M	118,684	Added
25	Cetera Investment Advisers	$2.3M	115,604	Added

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