FDL — First Tr Exchange-Traded Fd Institutional Holders · Q3 2026
Who owns First Tr Exchange-Traded Fd (FDL)? 21 institutions reported holding $30.65M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Investors Research Corp ($7.9M), Farther Finance Advisors, LLC ($7.0M), Wisconsin Wealth Advisors, LLC ($4.7M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Investors Research Corp | $7.9M | 160,279 | Added |
| 2 | Farther Finance Advisors, LLC | $7.0M | 141,846 | Added |
| 3 | Wisconsin Wealth Advisors, LLC | $4.7M | 96,186 | Added |
| 4 | Avidian Wealth Enterprises, LLC | $2.5M | 51,258 | Trimmed |
| 5 | Balefire, LLC | $2.1M | 43,119 | Trimmed |
| 6 | First Heartland Consultants, Inc. | $1.3M | 26,970 | Trimmed |
| 7 | RFG - Bristol Wealth Advisors, LLC | $1.0M | 20,985 | Added |
| 8 | Crumly & Associates Inc. | $958,824 | 19,524 | Trimmed |
| 9 | CoreCap Advisors, LLC | $684,201 | 13,932 | Trimmed |
| 10 | Weaver Consulting Group | $676,294 | 13,771 | Hold |
| 11 | Sound Income Strategies, LLC | $440,718 | 8,788 | Trimmed |
| 12 | TrueWealth Advisors, LLC | $409,542 | 8,339 | Added |
| 13 | Heartwood Wealth Advisors LLC | $338,859 | 6,900 | Hold |
| 14 | PUFF WEALTH MANAGEMENT, LLC | $231,688 | 4,718 | Trimmed |
| 15 | Roxbury Financial LLC | $150,642 | 3,067 | Added |
| 16 | GAMMA Investing LLC | $110,301 | 2,246 | Hold |
| 17 | CX Institutional | $34,000 | 697 | Added |
| 18 | Trust Co | $28,778 | 586 | New |
| 19 | GoalVest Advisory LLC | $25,046 | 510 | Trimmed |
| 20 | Bullock Wealth Management Group | $14,529 | 295 | Hold |
| 21 | TITLEIST ASSET MANAGEMENT, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30