FTSM — First Tr Exchange-Traded Fd Institutional Holders · Q3 2026
Who owns First Tr Exchange-Traded Fd (FTSM)? 21 institutions reported holding $126.82M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Gradient Investments LLC ($42.4M), Park National Corp ($19.2M), Kaydan Wealth Management, Inc. ($16.7M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Gradient Investments LLC | $42.4M | 713,305 | Trimmed |
| 2 | PARK NATIONAL CORP /OH/ | $19.2M | 322,082 | Trimmed |
| 3 | Kaydan Wealth Management, Inc. | $16.7M | 280,383 | Trimmed |
| 4 | Financial Enhancement Group LLC | $15.4M | 258,930 | Trimmed |
| 5 | TITLEIST ASSET MANAGEMENT, LLC | $14.2M | 238,310 | Added |
| 6 | Gerald Baker Financial Group LLC | $5.7M | 96,614 | Added |
| 7 | Farther Finance Advisors, LLC | $4.4M | 73,868 | Added |
| 8 | Castle Rock Wealth Management, LLC | $3.2M | 53,572 | Added |
| 9 | Wisconsin Wealth Advisors, LLC | $1.6M | 26,570 | Trimmed |
| 10 | Balefire, LLC | $1.4M | 22,949 | Trimmed |
| 11 | STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | $1.1M | 18,627 | Trimmed |
| 12 | First Heartland Consultants, Inc. | $588,554 | 9,890 | Added |
| 13 | Venture Visionary Partners LLC | $242,033 | 4,067 | New |
| 14 | Valeo Financial Advisors, LLC | $229,114 | 3,850 | Hold |
| 15 | TrueWealth Advisors, LLC | $223,576 | 3,757 | New |
| 16 | GK Wealth Management LLC | $135,723 | 2,281 | Trimmed |
| 17 | Wealth Enhancement Trust Services, Inc. | $63,616 | 1,069 | Hold |
| 18 | CoreCap Advisors, LLC | $17,697 | 297 | Trimmed |
| 19 | ATWOOD & PALMER INC | $7,935 | 133 | Hold |
| 20 | GAMMA Investing LLC | $3,928 | 66 | Hold |
| 21 | CX Institutional | $2,000 | 26 | Hold |
Source: SEC Form 13F filings · as of 2026-09-30