FV — First Tr Exchange Traded Fd Institutional Holders · Q3 2026
Who owns First Tr Exchange Traded Fd (FV)? 17 institutions reported holding $18.33M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Atwood & Palmer Inc ($5.3M), Farther Finance Advisors, LLC ($4.4M), First Heartland Consultants, Inc. ($3.2M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | ATWOOD & PALMER INC | $5.3M | 71,985 | Trimmed |
| 2 | Farther Finance Advisors, LLC | $4.4M | 60,109 | Added |
| 3 | First Heartland Consultants, Inc. | $3.2M | 43,991 | Trimmed |
| 4 | CoreCap Advisors, LLC | $1.5M | 20,986 | Trimmed |
| 5 | Ballew Advisors, Inc | $1.3M | 17,999 | Trimmed |
| 6 | Montz Harcus Wealth Management LLC | $658,267 | 8,969 | Hold |
| 7 | GAMMA Investing LLC | $544,811 | 7,423 | Hold |
| 8 | Kaydan Wealth Management, Inc. | $502,756 | 6,850 | Trimmed |
| 9 | Dale Q Rice Investment Management Ltd | $351,753 | 4,793 | Trimmed |
| 10 | Sound Income Strategies, LLC | $327,725 | 4,415 | Trimmed |
| 11 | BURKETT FINANCIAL SERVICES, LLC | $50,336 | 685 | Trimmed |
| 12 | AMERICAN NATIONAL BANK & TRUST | $34,495 | 470 | Trimmed |
| 13 | ARMSTRONG ADVISORY GROUP, INC | $30,680 | 418 | Trimmed |
| 14 | Grove Bank & Trust | $24,220 | 330 | Hold |
| 15 | GK Wealth Management LLC | $8,612 | 117 | New |
| 16 | Investors Research Corp | $0 | 0 | Exited |
| 17 | WINEBRENNER CAPITAL MANAGEMENT LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30