DOSSIER · 13F Holders · Q1 2026BellwetherCompounder
FCTR

FIRST TR EXCHANGE-TRADED FD

24 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 33733E872·24 13F holders·last filed Mar 31, 2026
Market cap
4.7%
vs prior quarter
13F value held
$37M
47.0% inst. owned
of float
Holders
24
-71 QoQ
filers reporting
Activity
+55 / −19
+735 added · −649 reduced
this quarter
Concentration
29.75%
Geneos Wealth Management Inc. #1
top holder share
AI Holders Summary · Q1 2026

24 institutions reported FCTR in Q1 2026. Geneos Wealth Management Inc. leads at 29.8% of the visible book. -71 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Geneos Wealth Management Inc.
CIK 0001764754
$11M308K0.25%Q1 2026
02
Lunt Capital Management, Inc.
CIK 0001608034
$10M289K3.96%Q1 2026
03
LPL Financial LLC
CIK 0001403438
$4M125K0.00%Q1 2026
04
Soltis Investment Advisors LLC
CIK 0001802530
$4M125K0.28%Q1 2026
05
GOLDMAN SACHS GROUP INC
CIK 0000886982
$2M60K0.00%Q1 2026
06
GeoWealth Management, LLC
CIK 0001593387
$860,53524K0.03%Q1 2026
07
MORGAN STANLEY
CIK 0000895421
$540,41115K0.00%Q1 2026
08
Kraft, Davis & Associates, LLC
CIK 0001919438
$459,12312K0.10%Q1 2026
09
Farther Finance Advisors, LLC
CIK 0001992825
$357,74010K0.00%Q1 2026
10
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$343,11610K0.00%Q1 2026
11
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$319,7189K0.00%Q1 2026
12
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$293,8228K0.00%Q1 2026
13
Wealth Advisory Solutions, LLC
CIK 0001834802
$276,4908K0.06%Q1 2026
14
Atria Investments, Inc
CIK 0001535865
$259,0497K0.00%Q1 2026
15
STIFEL FINANCIAL CORP
CIK 0000720672
$244,8547K0.00%Q1 2026
16
United Advisor Group, LLC
CIK 0002004873
$217,2836K0.03%Q1 2026
17
CWM, LLC
CIK 0001535847
$203,0526K0.00%Q1 2026
18
OSAIC HOLDINGS, INC.
CIK 0001677044
$104,4613K0.00%Q1 2026
19
Western Wealth Management, LLC
CIK 0001767902
$26,5557450.00%Q1 2026
20
UBS Group AG
CIK 0001610520
$17,2274830.00%Q1 2026
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