FIXD — First Tr Exchng Traded Fd Vi Institutional Holders · Q3 2026
Who owns First Tr Exchng Traded Fd Vi (FIXD)? 14 institutions reported holding $46.81M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Park National Corp ($30.5M), CoreCap Advisors, LLC ($8.2M), Capital Planning LLC ($3.7M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | PARK NATIONAL CORP /OH/ | $30.5M | 739,505 | Added |
| 2 | CoreCap Advisors, LLC | $8.2M | 198,246 | Added |
| 3 | Capital Planning LLC | $3.7M | 90,228 | Added |
| 4 | Farther Finance Advisors, LLC | $2.2M | 52,488 | Trimmed |
| 5 | INSPIRION WEALTH ADVISORS, LLC | $933,784 | 22,626 | Trimmed |
| 6 | Sound Income Strategies, LLC | $444,143 | 10,712 | Trimmed |
| 7 | Cooper Financial Group | $289,411 | 7,013 | Added |
| 8 | First Heartland Consultants, Inc. | $251,293 | 6,089 | Trimmed |
| 9 | TrueWealth Advisors, LLC | $230,669 | 5,589 | Trimmed |
| 10 | GK Wealth Management LLC | $58,405 | 1,415 | New |
| 11 | AMERICAN NATIONAL BANK & TRUST | $8,171 | 198 | Hold |
| 12 | CX Institutional | $1,000 | 34 | New |
| 13 | PRIVATE CLIENT SERVICES, LLC | $0 | 0 | Exited |
| 14 | Dominguez Wealth Management Solutions, Inc. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30