DOSSIER · 13F Holders · Q3 2026
ACYS

FIRST TR EXCHANGE-TRADED FD

82 institutions still hold FIRST TR EXCHANGE-TRADED FD as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 33733E641·82 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$142M
visible holders
Holders
82
filers reporting
Concentration
13.77%
Richard P Slaughter Associates Inc #1
top holder share
AI Holders Summary · Q3 2026

82 institutions reported ACYS in Q3 2026. Richard P Slaughter Associates Inc leads at 13.8% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Richard P Slaughter Associates Inc
CIK 0001811783
$20M951K3.87%Q3 2026
02
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$16M788K0.02%Q2 2026
03
Triad Wealth Partners, LLC
CIK 0002012717
$14M676K0.81%Q2 2026
04
Beaumont Financial Advisors, LLC
CIK 0001957394
$12M588K0.76%Q3 2026
05
Farther Finance Advisors, LLC
CIK 0001992825
$11M519K0.08%Q3 2026
06
Clear Creek Financial Management, LLC
CIK 0001784235
$9M460K0.61%Q2 2026
07
IAMS WEALTH MANAGEMENT, LLC
CIK 0001998182
$9M429K2.58%Q3 2026
08
Atria Investments, Inc
CIK 0001535865
$6M276K0.06%Q3 2026
09
Buska Wealth Management, LLC
CIK 0001910503
$5M256K1.81%Q3 2026
10
POM Investment Strategies, LLC
CIK 0001906322
$5M239K3.97%Q3 2026
11
HBW ADVISORY SERVICES LLC
CIK 0001790525
$5M239K0.49%Q3 2026
12
Schulz Wealth, LTD.
CIK 0002011780
$4M214K2.27%Q2 2026
13
GREAT VALLEY ADVISOR GROUP, INC.
CIK 0001769897
$4M204K0.07%Q2 2026
14
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$4M203K0.06%Q2 2026
15
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$3M167K0.01%Q3 2026
16
Strategic Blueprint, LLC
CIK 0001767821
$3M164K0.17%Q3 2026
17
Tradition Wealth Management, LLC
CIK 0001843010
$3M146K0.18%Q2 2026
18
Key Client Fiduciary Advisors, LLC
CIK 0001912612
$3M145K0.83%Q3 2026
19
Legacy Capital Wealth Partners, LLC
CIK 0001766228
$3M140K0.60%Q3 2026
20
Ameritas Advisory Services, LLC
CIK 0001901275
$2M116K0.05%Q2 2026
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