DOSSIER · 13F Holders · Q1 2026

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
13F value held
$58M
visible holders
Holders
11
filers reporting
Concentration
72.35%
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 72.3% of the visible book.

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
THOROUGHBRED FINANCIAL SERVICES, LLC
CIK 0001091370
$2M90K0.13%Q1 2026
05
Accurate Wealth Management, LLC
CIK 0001877728
$2M74K0.19%Q2 2026
06
KINGSWOOD WEALTH ADVISORS, LLC
CIK 0001987855
$1M50K0.06%Q1 2026
07
CITADEL ADVISORS LLC
CIK 0001423053
$1M42K0.00%Q4 2025
08
Tower Research Capital LLC (TRC)
CIK 0001533421
$564K24K0.01%Q1 2026
09
OneDigital Investment Advisors LLC
CIK 0001690370
$356K15K0.00%Q1 2026
10
ASSETMARK, INC
CIK 0001344551
$3K1290.00%Q4 2025
11
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025