FXR — First Tr Exchange-Traded Fd Institutional Holders · Q3 2026
Who owns First Tr Exchange-Traded Fd (FXR)? 11 institutions reported holding $11.09M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Monument Capital Management ($5.3M), Crumly & Associates Inc. ($2.8M), Sound Income Strategies, LLC ($1.2M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Monument Capital Management | $5.3M | 64,860 | Added |
| 2 | Crumly & Associates Inc. | $2.8M | 33,874 | Hold |
| 3 | Sound Income Strategies, LLC | $1.2M | 14,876 | Trimmed |
| 4 | Farther Finance Advisors, LLC | $1.0M | 12,835 | Trimmed |
| 5 | WINEBRENNER CAPITAL MANAGEMENT LLC | $312,658 | 3,838 | Trimmed |
| 6 | CoreCap Advisors, LLC | $200,229 | 2,458 | Trimmed |
| 7 | CX Institutional | $162,000 | 1,984 | Added |
| 8 | ATWOOD & PALMER INC | $32,584 | 400 | Trimmed |
| 9 | GAMMA Investing LLC | $32,421 | 398 | Hold |
| 10 | ELEVATION WEALTH PARTNERS, LLC | $30,792 | 378 | Hold |
| 11 | FIRST COMMUNITY TRUST NA | $4,073 | 50 | Hold |
Source: SEC Form 13F filings · as of 2026-09-30