# FIRST TR EXCHANGE-TRADED FD (FDL)

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

- Reporting holders: 19
- Reported value: $30.6M
- 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 |
|---|---|---|---|---|
| [Investors Research Corp](https://holderbook.com/funds/1730630-investors-research-corp/) | $7.9M | 160,279 | 1.4% | 25 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $7.0M | 141,846 | 0.0% | 16 |
| [Wisconsin Wealth Advisors, LLC](https://holderbook.com/funds/2073891-wisconsin-wealth-advisors-llc/) | $4.7M | 96,186 | 4.0% | 8 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $2.5M | 51,258 | 0.1% | 16 |
| [Balefire, LLC](https://holderbook.com/funds/1750924-balefire-llc/) | $2.1M | 43,119 | 0.3% | 6 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $1.3M | 26,970 | 0.1% | 17 |
| [RFG - Bristol Wealth Advisors, LLC](https://holderbook.com/funds/2055104-rfg-bristol-wealth-advisors-llc/) | $1.0M | 20,985 | 0.2% | 8 |
| [Crumly & Associates Inc.](https://holderbook.com/funds/1759578-crumly-associates-inc/) | $958.8K | 19,524 | 0.2% | 16 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $684.2K | 13,932 | 0.0% | 9 |
| [Weaver Consulting Group](https://holderbook.com/funds/1780055-weaver-consulting-group/) | $676.3K | 13,771 | 0.1% | 31 |
| [Sound Income Strategies, LLC](https://holderbook.com/funds/1730960-sound-income-strategies-llc/) | $440.7K | 8,788 | 0.0% | 11 |
| [TrueWealth Advisors, LLC](https://holderbook.com/funds/1817714-truewealth-advisors-llc/) | $409.5K | 8,339 | 0.1% | 2 |
| [Heartwood Wealth Advisors LLC](https://holderbook.com/funds/1794935-heartwood-wealth-advisors-llc/) | $338.9K | 6,900 | 0.0% | 23 |
| [PUFF WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/2052736-puff-wealth-management-llc/) | $231.7K | 4,718 | 0.2% | 7 |
| [Roxbury Financial LLC](https://holderbook.com/funds/2054149-roxbury-financial-llc/) | $150.6K | 3,067 | 0.1% | 3 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $110.3K | 2,246 | 0.0% | 12 |
| [Trust Co](https://holderbook.com/funds/1632554-trust-co/) | $28.8K | 586 | 0.0% | 1 |
| [GoalVest Advisory LLC](https://holderbook.com/funds/1839307-goalvest-advisory-llc/) | $25.0K | 510 | 0.0% | 3 |
| [Bullock Wealth Management Group](https://holderbook.com/funds/2067581-bullock-wealth-management-group/) | $14.5K | 295 | 0.0% | 2 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $34 | 697 | 0.0% | 5 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 19 | $30.6M |
| Q2 2026 | 497 | $4.6B |
| Q1 2026 | 503 | $4.9B |
| Q4 2025 | 466 | $3.7B |
| Q3 2025 | 438 | $3.5B |
| Q2 2025 | 444 | $3.4B |
| Q1 2025 | 435 | $3.2B |
| Q4 2024 | 405 | $2.6B |
| Q3 2024 | 370 | $2.6B |
| Q2 2024 | 353 | $2.2B |
| Q1 2024 | 361 | $2.8B |
| Q4 2023 | 363 | $2.6B |