FBT — First Tr Exchange-Traded Fd Institutional Holders · Q3 2026

Name: Who Owns FBT? 23 Institutions Hold $13.6M (Q3 2026)
Creator: ko.io

Who owns First Tr Exchange-Traded Fd (FBT)? 23 institutions reported holding $13.61M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Farther Finance Advisors, LLC ($3.0M), Juncture Wealth Strategies, LLC ($2.9M), Financial Enhancement Group LLC ($1.4M).

Rank	Institution	Value	Shares	Change
1	Farther Finance Advisors, LLC	$3.0M	11,100	Added
2	JUNCTURE WEALTH STRATEGIES, LLC	$2.9M	10,683	Trimmed
3	Financial Enhancement Group LLC	$1.4M	5,324	Trimmed
4	GoalVest Advisory LLC	$1.2M	4,483	Hold
5	First Heartland Consultants, Inc.	$1.1M	3,862	Added
6	Dale Q Rice Investment Management Ltd	$817,939	3,004	Trimmed
7	Sound Income Strategies, LLC	$738,419	2,838	Added
8	Stonebridge Financial Group, LLC	$479,687	1,762	Added
9	TITLEIST ASSET MANAGEMENT, LLC	$426,904	1,568	Trimmed
10	HF Advisory Group, LLC	$304,365	1,118	Trimmed
11	Dominguez Wealth Management Solutions, Inc.	$292,300	1,074	Hold
12	PUFF WEALTH MANAGEMENT, LLC	$290,615	1,067	Hold
13	WINEBRENNER CAPITAL MANAGEMENT LLC	$202,834	745	Trimmed
14	CX Institutional	$197,000	724	Hold
15	GAMMA Investing LLC	$125,240	460	Hold
16	Hickory Point Bank & Trust	$40,839	150	Hold
17	CoreCap Advisors, LLC	$37,027	136	Hold
18	Central Pacific Bank - Trust Division	$27,226	100	Hold
19	Rosenberg Matthew Hamilton	$14,702	54	New
20	Bank of New Hampshire	$7,623	28	New
21	Davis Capital Management	$5,990	22	Hold
22	Go Invest LLC	$216	1	New
23	Trust Co	$0	0	Exited

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