# FIRST TR EXCHANGE-TRADED FD (FBT)

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

- Reporting holders: 21
- Reported value: $13.4M
- 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 |
|---|---|---|---|---|
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $3.0M | 11,100 | 0.0% | 16 |
| [JUNCTURE WEALTH STRATEGIES, LLC](https://holderbook.com/funds/1632866-juncture-wealth-strategies-llc/) | $2.9M | 10,683 | 0.7% | 32 |
| [Financial Enhancement Group LLC](https://holderbook.com/funds/1641438-financial-enhancement-group-llc/) | $1.4M | 5,324 | 0.2% | 32 |
| [GoalVest Advisory LLC](https://holderbook.com/funds/1839307-goalvest-advisory-llc/) | $1.2M | 4,483 | 0.2% | 11 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $1.1M | 3,862 | 0.1% | 27 |
| [Dale Q Rice Investment Management Ltd](https://holderbook.com/funds/2041427-dale-q-rice-investment-management-ltd/) | $817.9K | 3,004 | 0.4% | 8 |
| [Sound Income Strategies, LLC](https://holderbook.com/funds/1730960-sound-income-strategies-llc/) | $738.4K | 2,838 | 0.0% | 12 |
| [Stonebridge Financial Group, LLC](https://holderbook.com/funds/2009367-stonebridge-financial-group-llc/) | $479.7K | 1,762 | 0.0% | 2 |
| [TITLEIST ASSET MANAGEMENT, LLC](https://holderbook.com/funds/1977759-titleist-asset-management-llc/) | $426.9K | 1,568 | 0.0% | 4 |
| [HF Advisory Group, LLC](https://holderbook.com/funds/1963169-hf-advisory-group-llc/) | $304.4K | 1,118 | 0.1% | 10 |
| [Dominguez Wealth Management Solutions, Inc.](https://holderbook.com/funds/1881335-dominguez-wealth-management-solutions-inc/) | $292.3K | 1,074 | 0.2% | 5 |
| [PUFF WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/2052736-puff-wealth-management-llc/) | $290.6K | 1,067 | 0.3% | 7 |
| [WINEBRENNER CAPITAL MANAGEMENT LLC](https://holderbook.com/funds/2047728-winebrenner-capital-management-llc/) | $202.8K | 745 | 0.1% | 2 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $125.2K | 460 | 0.0% | 12 |
| [Hickory Point Bank & Trust](https://holderbook.com/funds/2039144-hickory-point-bank-trust/) | $40.8K | 150 | 0.0% | 3 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $37.0K | 136 | 0.0% | 9 |
| [Central Pacific Bank - Trust Division](https://holderbook.com/funds/2020066-central-pacific-bank-trust-division/) | $27.2K | 100 | 0.0% | 3 |
| [Rosenberg Matthew Hamilton](https://holderbook.com/funds/1812103-rosenberg-matthew-hamilton/) | $14.7K | 54 | 0.0% | 1 |
| [Bank of New Hampshire](https://holderbook.com/funds/1870761-bank-of-new-hampshire/) | $7.6K | 28 | 0.0% | 1 |
| [Davis Capital Management](https://holderbook.com/funds/1811806-davis-capital-management/) | $6.0K | 22 | 0.0% | 9 |
| [Go Invest LLC](https://holderbook.com/funds/2139692-go-invest-llc/) | $216 | 1 | 0.0% | 1 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $197 | 724 | 0.0% | 7 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 21 | $13.4M |
| Q2 2026 | 342 | $2.1B |
| Q1 2026 | 307 | $1.7B |
| Q4 2025 | 280 | $714.0M |
| Q3 2025 | 253 | $552.3M |
| Q2 2025 | 250 | $538.4M |
| Q1 2025 | 270 | $583.3M |
| Q4 2024 | 254 | $570.4M |
| Q3 2024 | 254 | $583.3M |
| Q2 2024 | 250 | $564.3M |
| Q1 2024 | 240 | $703.5M |
| Q4 2023 | 255 | $749.6M |