FTHI — First Tr Exchange Traded Fd Institutional Holders · Q3 2026
Who owns First Tr Exchange Traded Fd (FTHI)? 13 institutions reported holding $28.38M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Farther Finance Advisors, LLC ($10.7M), Cooper Financial Group ($6.7M), Elevation Wealth Partners, LLC ($4.9M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Farther Finance Advisors, LLC | $10.7M | 454,615 | Added |
| 2 | Cooper Financial Group | $6.7M | 283,433 | Added |
| 3 | ELEVATION WEALTH PARTNERS, LLC | $4.9M | 208,256 | Added |
| 4 | DAVIDSON TRUST CO | $2.0M | 82,855 | Added |
| 5 | CoreCap Advisors, LLC | $1.5M | 65,404 | Added |
| 6 | PRIVATE CLIENT SERVICES, LLC | $738,152 | 31,291 | Added |
| 7 | PUFF WEALTH MANAGEMENT, LLC | $687,500 | 29,144 | Trimmed |
| 8 | Castle Rock Wealth Management, LLC | $393,430 | 16,434 | Added |
| 9 | Insight Wealth Strategies, LLC | $336,288 | 14,256 | Added |
| 10 | TrueWealth Advisors, LLC | $312,509 | 13,248 | Added |
| 11 | GILPIN WEALTH MANAGEMENT, LLC | $72,186 | 3,060 | Added |
| 12 | GAMMA Investing LLC | $13,187 | 559 | Hold |
| 13 | GoalVest Advisory LLC | $4,175 | 177 | Trimmed |
Source: SEC Form 13F filings · as of 2026-09-30