FTCE — First Tr Exchange Traded Fd Institutional Holders · Q2 2026
Who owns First Tr Exchange Traded Fd (FTCE)? 13 institutions reported holding $72.64M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Horizon Advisory Services, Inc. ($50.7M), Luken Investment Analytics, LLC ($7.8M), Harbour Investments, Inc. ($4.1M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Horizon Advisory Services, Inc. | $50.7M | 1.9M | Added |
| 2 | Luken Investment Analytics, LLC | $7.8M | 286,680 | Added |
| 3 | HARBOUR INVESTMENTS, INC. | $4.1M | 149,806 | Trimmed |
| 4 | THOROUGHBRED FINANCIAL SERVICES, LLC | $3.1M | 113,931 | Added |
| 5 | Accurate Wealth Management, LLC | $2.0M | 74,067 | Added |
| 6 | KINGSWOOD WEALTH ADVISORS, LLC | $1.7M | 64,195 | Added |
| 7 | MSH Capital Advisors LLC | $982,977 | 36,299 | New |
| 8 | LPL Financial LLC | $932,202 | 34,424 | New |
| 9 | Tower Research Capital LLC (TRC) | $828,188 | 30,583 | Added |
| 10 | OneDigital Investment Advisors LLC | $407,148 | 15,035 | Trimmed |
| 11 | JPMORGAN CHASE & CO | $113,061 | 4,172 | New |
| 12 | UBS Group AG | $5,010 | 185 | New |
| 13 | ASSETMARK, INC | $1,219 | 45 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30