FDEC — First Tr Exchng Traded Fd Vi Institutional Holders · Q3 2026
Who owns First Tr Exchng Traded Fd Vi (FDEC)? 8 institutions reported holding $3.54M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Sacks & Associates, LLC ($1.0M), CoreCap Advisors, LLC ($823,081), Colton Groome Financial Advisors, LLC ($485,724).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | SACKS & ASSOCIATES, LLC | $1.0M | 17,956 | Trimmed |
| 2 | CoreCap Advisors, LLC | $823,081 | 14,690 | Added |
| 3 | COLTON GROOME FINANCIAL ADVISORS, LLC | $485,724 | 8,669 | Hold |
| 4 | LEGACY SOLUTIONS, LLC | $456,364 | 8,145 | Hold |
| 5 | Avidian Wealth Enterprises, LLC | $290,684 | 5,188 | Hold |
| 6 | Farther Finance Advisors, LLC | $230,395 | 4,112 | Trimmed |
| 7 | Paragon Capital Management Ltd | $220,870 | 3,942 | Hold |
| 8 | CX Institutional | $22,000 | 393 | Hold |
Source: SEC Form 13F filings · as of 2026-09-30