FIRST TR EXCHANGE-TRADED FD (FCFY)
Institutional ownership reported to the SEC as of Q2 2026, across 12 quarters.
4
Reporting holders
$906.7K
Reported value
0.0%
Held as options
+0
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| CITADEL ADVISORS LLC | $548.1K | 20,304 | 0.00% | 12q | +17.9%+$83.2K |
| Triumph Capital Management | $312.7K | 11,583 | 0.06% | 3q | +6.0%+$17.6K |
| HARBOUR INVESTMENTS, INC. | $35.2K | 1,303 | 0.00% | 6q | HELD |
| Geneos Wealth Management Inc. | $10.8K | 400 | 0.00% | 7q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 4 | $906.7K | 33,590 | 0 | 2 | 0 | 0.0% |
| Q1 2026 | 4 | $757.7K | 29,858 | 0 | 1 | 1 | 0.0% |
| Q4 2025 | 5 | $755.8K | 27,306 | 2 | 0 | 1 | 0.0% |
| Q3 2025 | 4 | $735.3K | 27,319 | 0 | 1 | 0 | 0.0% |
| Q2 2025 | 4 | $580.4K | 23,393 | 0 | 1 | 2 | 0.0% |
| Q1 2025 | 5 | $624.0K | 26,831 | 1 | 2 | 2 | 0.0% |
| Q4 2024 | 4 | $661.8K | 27,497 | 2 | 0 | 2 | 0.0% |
| Q3 2024 | 2 | $779.0K | 31,711 | 0 | 0 | 1 | 0.0% |
| Q2 2024 | 2 | $762.9K | 33,795 | 0 | 1 | 1 | 0.0% |
| Q1 2024 | 2 | $787.0K | 33,427 | 0 | 0 | 2 | 0.0% |
| Q4 2023 | 3 | $1.1M | 49,054 | 0 | 1 | 1 | 0.0% |
| Q3 2023 | 3 | $913.4K | 46,565 | 3 | 0 | 0 | 0.0% |