Skip to content

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

Who owns First Tr Exchange-Traded Fd (FCG)? 9 institutions reported holding $10.24M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Lake Hills Wealth Management, LLC ($6.6M), Global Wealth Strategies & Associates ($1.8M), Tactive Advisors, LLC ($1.1M).

RankInstitutionValueSharesChange
1Lake Hills Wealth Management, LLC$6.6M231,820Added
2Global Wealth Strategies & Associates$1.8M63,175Added
3Tactive Advisors, LLC$1.1M39,627Added
4Sound Income Strategies, LLC$297,7539,902Added
5TITLEIST ASSET MANAGEMENT, LLC$240,1388,420New
6Farther Finance Advisors, LLC$153,7115,390Added
7CoreCap Advisors, LLC$6,568230Hold
8TOTH FINANCIAL ADVISORY CORP$1,28445Hold
9CX Institutional$00Exited

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