FXL — First Tr Exchange-Traded Fd Institutional Holders · Q3 2026
Who owns First Tr Exchange-Traded Fd (FXL)? 13 institutions reported holding $24.31M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: RVW Wealth, LLC ($14.0M), Farther Finance Advisors, LLC ($2.8M), CoreCap Advisors, LLC ($2.0M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | RVW Wealth, LLC | $14.0M | 63,410 | Trimmed |
| 2 | Farther Finance Advisors, LLC | $2.8M | 12,575 | Trimmed |
| 3 | CoreCap Advisors, LLC | $2.0M | 9,216 | Trimmed |
| 4 | CX Institutional | $1.4M | 6,415 | Added |
| 5 | Sound Income Strategies, LLC | $979,306 | 4,311 | Trimmed |
| 6 | TrueWealth Advisors, LLC | $677,144 | 3,064 | Added |
| 7 | Venture Visionary Partners LLC | $585,650 | 2,650 | Trimmed |
| 8 | Dale Q Rice Investment Management Ltd | $546,176 | 2,471 | Trimmed |
| 9 | First Heartland Consultants, Inc. | $359,675 | 1,175 | Hold |
| 10 | GAMMA Investing LLC | $265,200 | 1,200 | Hold |
| 11 | Valeo Financial Advisors, LLC | $253,045 | 1,145 | Hold |
| 12 | MRA Advisory Group | $230,503 | 1,043 | Hold |
| 13 | ATWOOD & PALMER INC | $163,540 | 740 | Trimmed |
Source: SEC Form 13F filings · as of 2026-09-30