DOSSIER · 13F Holders · Q2 2026

FIRST TR EXCHANGE TRADED FD

14 institutions still hold FIRST TR EXCHANGE TRADED FD as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 33738R597·14 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$72M
visible holders
Holders
14
filers reporting
Concentration
70.70%
Horizon Advisory Services, Inc. #1
top holder share
AI Holders Summary · Q2 2026

14 institutions reported FIRST TR EXCHANGE TRADED FD in Q2 2026. Horizon Advisory Services, Inc. leads at 70.7% 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
$51M1.9M21.33%Q2 2026
02
Luken Investment Analytics, LLC
CIK 0001730546
$8M287K2.71%Q2 2026
03
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$4M150K0.05%Q2 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
$2M64K0.07%Q2 2026
07
MSH Capital Advisors LLC
CIK 0002056306
$983K36K0.17%Q2 2026
08
LPL Financial LLC
CIK 0001403438
$932K34K0.00%Q2 2026
09
Tower Research Capital LLC (TRC)
CIK 0001533421
$828K31K0.02%Q2 2026
10
OneDigital Investment Advisors LLC
CIK 0001690370
$407K15K0.00%Q2 2026
11
JPMORGAN CHASE & CO
CIK 0000019617
$113K4K0.00%Q2 2026
12
UBS Group AG
CIK 0001610520
$5K1850.00%Q2 2026
13
ASSETMARK, INC
CIK 0001344551
$1K450.00%Q2 2026
14
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025