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AIRR — First Tr Exchange Traded Fd Institutional Holders · Q3 2026

Who owns First Tr Exchange Traded Fd (AIRR)? 25 institutions reported holding $52.65M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Crumly & Associates Inc. ($11.9M), Thryve Wealth Management LLC ($9.3M), Park National Corp ($4.7M).

RankInstitutionValueSharesChange
1Crumly & Associates Inc.$11.9M115,241Added
2THRYVE WEALTH MANAGEMENT LLC$9.3M90,278Added
3PARK NATIONAL CORP /OH/$4.7M45,161Added
4MRA Advisory Group$4.3M41,943Added
5VALLEY WEALTH MANAGERS, INC.$3.5M33,513Trimmed
6BOS Asset Management, LLC$3.3M32,238Added
7First Heartland Consultants, Inc.$3.3M31,897Added
8RHODES INVESTMENT ADVISORS INC /ADV$2.7M26,578Trimmed
9PUFF WEALTH MANAGEMENT, LLC$2.4M23,469Trimmed
10TrueWealth Advisors, LLC$1.3M12,206Added
11Mirador Capital Partners LP$1.2M12,019Trimmed
12TITLEIST ASSET MANAGEMENT, LLC$1.1M10,367Trimmed
13Farther Finance Advisors, LLC$935,6459,063Added
14CoreCap Advisors, LLC$759,0867,352Trimmed
15GoalVest Advisory LLC$709,1566,869Added
16GILPIN WEALTH MANAGEMENT, LLC$292,0662,829Added
17PRIVATE CLIENT SERVICES, LLC$268,1942,598New
18Lincoln Capital LLC$227,9182,207Hold
19Avidian Wealth Enterprises, LLC$227,2092,201Added
20GK Wealth Management LLC$127,0491,231Trimmed
21ARMSTRONG ADVISORY GROUP, INC$34,792337Hold
22GAMMA Investing LLC$29,733288Hold
23Davis Capital Management$5,78156Trimmed
24Sound Income Strategies, LLC$00Exited
25FIG FINANCIAL ADVISORY SERVICES INC /ADV$00Exited

Source: SEC Form 13F filings · as of 2026-09-30