# FIRST TR EXCHANGE TRADED FD (CIBR)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/CIBR/

- Reporting holders: 40
- Reported value: $27.9M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Silverleafe Capital Partners, LLC](https://holderbook.com/funds/1535611-silverleafe-capital-partners-llc/) | $4.1M | 39,332 | 1.2% | 11 |
| [Green Ridge Wealth Planning LLC](https://holderbook.com/funds/2117069-green-ridge-wealth-planning-llc/) | $3.8M | 36,771 | 1.5% | 1 |
| [Prism Advisors, Inc.](https://holderbook.com/funds/1717027-prism-advisors-inc/) | $3.3M | 30,761 | 0.8% | 1 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $2.0M | 19,615 | 0.0% | 16 |
| [Wisconsin Wealth Advisors, LLC](https://holderbook.com/funds/2073891-wisconsin-wealth-advisors-llc/) | $1.5M | 14,387 | 1.2% | 8 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $1.4M | 13,114 | 0.0% | 7 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $1.2M | 11,254 | 0.0% | 19 |
| [Mirador Capital Partners LP](https://holderbook.com/funds/1633446-mirador-capital-partners-lp/) | $1.1M | 10,875 | 0.1% | 30 |
| [GoalVest Advisory LLC](https://holderbook.com/funds/1839307-goalvest-advisory-llc/) | $1.0M | 46,921 | 0.2% | 2 |
| [Kaizen Financial Strategies](https://holderbook.com/funds/1842013-kaizen-financial-strategies/) | $865.0K | 8,391 | 0.3% | 12 |
| [Castleview Partners, LLC](https://holderbook.com/funds/1737088-castleview-partners-llc/) | $827.5K | 8,027 | 0.4% | 20 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $719.4K | 6,774 | 0.0% | 7 |
| [TITLEIST ASSET MANAGEMENT, LLC](https://holderbook.com/funds/1977759-titleist-asset-management-llc/) | $707.0K | 6,858 | 0.0% | 4 |
| [TrueWealth Advisors, LLC](https://holderbook.com/funds/1817714-truewealth-advisors-llc/) | $700.0K | 6,791 | 0.2% | 9 |
| [CHAPIN DAVIS, INC.](https://holderbook.com/funds/872098-chapin-davis-inc/) | $448.3K | 4,348 | 0.1% | 12 |
| [Sound Income Strategies, LLC](https://holderbook.com/funds/1730960-sound-income-strategies-llc/) | $419.0K | 3,945 | 0.0% | 6 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $374.2K | 3,629 | 0.0% | 2 |
| [RHODES INVESTMENT ADVISORS INC /ADV](https://holderbook.com/funds/1005186-rhodes-investment-advisors-inc-adv/) | $335.6K | 3,255 | 0.2% | 1 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $331.0K | 3,211 | 0.0% | 2 |
| [Towneley Capital Management, Inc / DE](https://holderbook.com/funds/2004980-towneley-capital-management-inc-de/) | $309.3K | 3,000 | 0.1% | 2 |
| [STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC](https://holderbook.com/funds/2105785-stewardship-concepts-financial-services-llc/) | $307.8K | 2,985 | 0.2% | 2 |
| [Williams & Novak Wealth Management, LLC](https://holderbook.com/funds/1998419-williams-novak-wealth-management-llc/) | $297.8K | 2,889 | 0.2% | 1 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $282.4K | 2,650 | 0.0% | 2 |
| [Castle Rock Wealth Management, LLC](https://holderbook.com/funds/1727605-castle-rock-wealth-management-llc/) | $215.5K | 1,993 | 0.0% | 1 |
| [FELL CAPITAL MANAGEMENT /ADV](https://holderbook.com/funds/850601-fell-capital-management-adv/) | $215.5K | 2,090 | 0.2% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 40 | $27.9M |
| Q2 2026 | 848 | $8.2B |
| Q1 2026 | 744 | $5.7B |
| Q4 2025 | 788 | $6.1B |
| Q3 2025 | 722 | $6.2B |
| Q2 2025 | 718 | $5.5B |
| Q1 2025 | 623 | $4.1B |
| Q4 2024 | 607 | $3.8B |
| Q3 2024 | 549 | $3.4B |
| Q2 2024 | 536 | $3.4B |
| Q1 2024 | 522 | $4.7B |
| Q4 2023 | 489 | $3.6B |

