DOSSIER · 13F Holders · Q1 2026BellwetherCompounder

FIRST TR EXCHANGE TRADED FD

11 institutions still hold FIRST TR EXCHANGE TRADED FD as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 33738R597·11 13F holders·last filed Mar 31, 2026
Market cap
8.4%
vs prior quarter
13F value held
$55M
52.0% inst. owned
of float
Holders
11
-63 QoQ
filers reporting
Activity
+51 / −97
+921 added · −931 reduced
this quarter
Concentration
76.36%
Horizon Advisory Services, Inc. #1
top holder share
AI Holders Summary · Q1 2026

11 institutions reported FIRST TR EXCHANGE TRADED FD in Q1 2026. Horizon Advisory Services, Inc. leads at 76.4% of the visible book. -63 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Horizon Advisory Services, Inc.
CIK 0001799006
$42M1.8M21.62%Q1 2026
02
Luken Investment Analytics, LLC
CIK 0001730546
$5M220K1.99%Q1 2026
03
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$4M153K0.06%Q1 2026
04
KINGSWOOD WEALTH ADVISORS, LLC
CIK 0001987855
$1M50K0.06%Q1 2026
05
Accurate Wealth Management, LLC
CIK 0001877728
$1M45K0.13%Q1 2026
06
CITADEL ADVISORS LLC
CIK 0001423053
$1M42K0.00%Q4 2025
07
Tower Research Capital LLC (TRC)
CIK 0001533421
$564,05024K0.01%Q1 2026
08
OneDigital Investment Advisors LLC
CIK 0001690370
$356,18415K0.00%Q1 2026
09
ASSETMARK, INC
CIK 0001344551
$3,2131290.00%Q4 2025
10
THOROUGHBRED FINANCIAL SERVICES, LLC
CIK 0001091370
$2,13690K0.13%Q1 2026
11
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025