KNG — First Tr Exchange-Traded Fd Institutional Holders · Q3 2026
Who owns First Tr Exchange-Traded Fd (KNG)? 13 institutions reported holding $14.49M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Farther Finance Advisors, LLC ($4.9M), Gerald Baker Financial Group LLC ($3.0M), CoreCap Advisors, LLC ($1.4M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Farther Finance Advisors, LLC | $4.9M | 101,003 | Trimmed |
| 2 | Gerald Baker Financial Group LLC | $3.0M | 62,826 | Added |
| 3 | CoreCap Advisors, LLC | $1.4M | 28,859 | Trimmed |
| 4 | TrueWealth Advisors, LLC | $1.3M | 27,013 | Trimmed |
| 5 | Sound Income Strategies, LLC | $973,338 | 19,917 | Trimmed |
| 6 | Investment Partners Asset Management, Inc. | $572,529 | 11,893 | Trimmed |
| 7 | WINEBRENNER CAPITAL MANAGEMENT LLC | $561,386 | 11,662 | Trimmed |
| 8 | PUFF WEALTH MANAGEMENT, LLC | $465,676 | 9,673 | Trimmed |
| 9 | First Heartland Consultants, Inc. | $407,981 | 8,475 | Added |
| 10 | PARK NATIONAL CORP /OH/ | $361,050 | 7,500 | Hold |
| 11 | BOS Asset Management, LLC | $338,328 | 7,028 | Trimmed |
| 12 | Avidian Wealth Enterprises, LLC | $231,216 | 4,803 | Trimmed |
| 13 | Davis Capital Management | $6,354 | 132 | Hold |
Source: SEC Form 13F filings · as of 2026-09-30