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

Name: Who Owns FDN? 33 Institutions Hold $18.8M (Q3 2026)
Creator: ko.io

Who owns First Tr Exchange-Traded Fd (FDN)? 33 institutions reported holding $18.83M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Toth Financial Advisory Corp ($3.7M), Juncture Wealth Strategies, LLC ($2.5M), Sound Income Strategies, LLC ($1.4M).

Rank	Institution	Value	Shares	Change
1	TOTH FINANCIAL ADVISORY CORP	$3.7M	12,729	Added
2	JUNCTURE WEALTH STRATEGIES, LLC	$2.5M	8,513	Trimmed
3	Sound Income Strategies, LLC	$1.4M	4,693	Trimmed
4	Ayalon Insurance Comp Ltd.	$1.4M	4,758	Hold
5	Wealth Enhancement Trust Services, Inc.	$1.2M	4,163	New
6	Farther Finance Advisors, LLC	$1.2M	4,052	Trimmed
7	Valeo Financial Advisors, LLC	$1.1M	3,832	Trimmed
8	Ebert Capital Management Inc.	$784,872	2,721	Trimmed
9	HF Advisory Group, LLC	$754,155	2,615	Added
10	Decker Wealth Management LLC	$604,591	2,096	Hold
11	CoreCap Advisors, LLC	$593,053	2,056	Trimmed
12	PUFF WEALTH MANAGEMENT, LLC	$556,891	1,931	Trimmed
13	First Heartland Consultants, Inc.	$380,466	1,319	Trimmed
14	Apella Capital, LLC	$318,254	1,077	Added
15	TITLEIST ASSET MANAGEMENT, LLC	$294,796	1,022	Trimmed
16	Grove Bank & Trust	$288,450	1,000	Hold
17	CX Institutional	$269,000	934	Trimmed
18	Green Ridge Wealth Planning LLC	$247,490	858	Hold
19	PRIVATE CLIENT SERVICES, LLC	$234,510	813	Trimmed
20	GAMMA Investing LLC	$224,414	778	Trimmed
21	AVAII WEALTH MANAGEMENT, LLC	$222,605	763	Hold
22	Bank of New Hampshire	$199,031	690	Trimmed
23	Rosenberg Matthew Hamilton	$176,243	611	Hold
24	ATWOOD & PALMER INC	$99,516	345	Hold
25	ELEVATION WEALTH PARTNERS, LLC	$66,921	232	Hold

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