FTCB — First Tr Exchange-Traded Fd Institutional Holders · Q3 2026
Who owns First Tr Exchange-Traded Fd (FTCB)? 10 institutions reported holding $24.20M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: First Heartland Consultants, Inc. ($16.4M), Farther Finance Advisors, LLC ($3.9M), Gilpin Wealth Management, LLC ($1.3M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | First Heartland Consultants, Inc. | $16.4M | 830,038 | Trimmed |
| 2 | Farther Finance Advisors, LLC | $3.9M | 195,697 | Trimmed |
| 3 | GILPIN WEALTH MANAGEMENT, LLC | $1.3M | 65,182 | Added |
| 4 | TITLEIST ASSET MANAGEMENT, LLC | $1.1M | 53,809 | New |
| 5 | PRIVATE CLIENT SERVICES, LLC | $918,897 | 46,550 | Added |
| 6 | TrueWealth Advisors, LLC | $363,927 | 18,436 | Added |
| 7 | Adelphi Trust Co | $219,568 | 11,123 | New |
| 8 | GK Wealth Management LLC | $85,235 | 4,318 | New |
| 9 | AMERICAN NATIONAL BANK & TRUST | $7,560 | 383 | Hold |
| 10 | CX Institutional | $4,000 | 227 | New |
Source: SEC Form 13F filings · as of 2026-09-30