DOSSIER · 13F Holders · Q2 2026
FCTR

FIRST TR EXCHANGE-TRADED FD

27 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 33733E872·27 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$45M
visible holders
Holders
27
filers reporting
Concentration
27.33%
Geneos Wealth Management Inc. #1
top holder share
AI Holders Summary · Q2 2026

27 institutions reported FCTR in Q2 2026. Geneos Wealth Management Inc. leads at 27.3% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Geneos Wealth Management Inc.
CIK 0001764754
$12M303K0.25%Q2 2026
02
Lunt Capital Management, Inc.
CIK 0001608034
$12M285K4.27%Q2 2026
03
Soltis Investment Advisors LLC
CIK 0001802530
$5M124K0.28%Q2 2026
04
LPL Financial LLC
CIK 0001403438
$5M115K0.00%Q2 2026
05
Summit Financial, LLC
CIK 0001765536
$3M65K0.03%Q2 2026
06
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$2M50K0.00%Q2 2026
07
GOLDMAN SACHS GROUP INC
CIK 0000886982
$2M48K0.00%Q2 2026
08
GeoWealth Management, LLC
CIK 0001593387
$992K24K0.03%Q2 2026
09
MORGAN STANLEY
CIK 0000895421
$593K15K0.00%Q2 2026
10
Kraft, Davis & Associates, LLC
CIK 0001919438
$481K12K0.10%Q2 2026
11
Atria Investments, Inc
CIK 0001535865
$366K9K0.00%Q2 2026
12
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$365K9K0.00%Q2 2026
13
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$320K8K0.00%Q2 2026
14
Wealth Advisory Solutions, LLC
CIK 0001834802
$316K8K0.07%Q2 2026
15
STIFEL FINANCIAL CORP
CIK 0000720672
$284K7K0.00%Q2 2026
16
Farther Finance Advisors, LLC
CIK 0001992825
$279K7K0.00%Q2 2026
17
United Advisor Group, LLC
CIK 0002004873
$249K6K0.03%Q2 2026
18
OSAIC HOLDINGS, INC.
CIK 0001677044
$226K6K0.00%Q2 2026
19
BlueChip Wealth Advisors LLC
CIK 0002015578
$213K5K0.08%Q2 2026
20
CWM, LLC
CIK 0001535847
$203K6K0.00%Q1 2026
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Insiders at FIRST TR EXCHANGE-TRADED FD
James Robert E JrMessinger Ellen LMcgee Jerry EWarlick L D JrJones Walter H JrColtrane Michael RCombs Richard FranklinHoover Jewell D