# FIRST TR EXCHANGE-TRADED FD (FDN)

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

- Reporting holders: 30
- Reported value: $17.2M
- 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 |
|---|---|---|---|---|
| [TOTH FINANCIAL ADVISORY CORP](https://holderbook.com/funds/866780-toth-financial-advisory-corp/) | $3.7M | 12,729 | 0.4% | 32 |
| [JUNCTURE WEALTH STRATEGIES, LLC](https://holderbook.com/funds/1632866-juncture-wealth-strategies-llc/) | $2.5M | 8,513 | 0.6% | 32 |
| [Sound Income Strategies, LLC](https://holderbook.com/funds/1730960-sound-income-strategies-llc/) | $1.4M | 4,693 | 0.1% | 12 |
| [Wealth Enhancement Trust Services, Inc.](https://holderbook.com/funds/2067696-wealth-enhancement-trust-services-inc/) | $1.2M | 4,163 | 0.1% | 1 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $1.2M | 4,052 | 0.0% | 12 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $1.1M | 3,832 | 0.0% | 32 |
| [Ebert Capital Management Inc.](https://holderbook.com/funds/2102530-ebert-capital-management-inc/) | $784.9K | 2,721 | 0.7% | 4 |
| [HF Advisory Group, LLC](https://holderbook.com/funds/1963169-hf-advisory-group-llc/) | $754.2K | 2,615 | 0.2% | 16 |
| [Decker Wealth Management LLC](https://holderbook.com/funds/2129751-decker-wealth-management-llc/) | $604.6K | 2,096 | 0.1% | 4 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $593.1K | 2,056 | 0.0% | 9 |
| [PUFF WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/2052736-puff-wealth-management-llc/) | $556.9K | 1,931 | 0.5% | 7 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $380.5K | 1,319 | 0.0% | 32 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $318.3K | 1,077 | 0.0% | 3 |
| [TITLEIST ASSET MANAGEMENT, LLC](https://holderbook.com/funds/1977759-titleist-asset-management-llc/) | $294.8K | 1,022 | 0.0% | 4 |
| [Grove Bank & Trust](https://holderbook.com/funds/1662212-grove-bank-trust/) | $288.4K | 1,000 | 0.0% | 7 |
| [Green Ridge Wealth Planning LLC](https://holderbook.com/funds/2117069-green-ridge-wealth-planning-llc/) | $247.5K | 858 | 0.1% | 4 |
| [PRIVATE CLIENT SERVICES, LLC](https://holderbook.com/funds/1457005-private-client-services-llc/) | $234.5K | 813 | 0.1% | 3 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $224.4K | 778 | 0.0% | 12 |
| [AVAII WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1904431-avaii-wealth-management-llc/) | $222.6K | 763 | 0.1% | 2 |
| [Bank of New Hampshire](https://holderbook.com/funds/1870761-bank-of-new-hampshire/) | $199.0K | 690 | 0.0% | 19 |
| [Rosenberg Matthew Hamilton](https://holderbook.com/funds/1812103-rosenberg-matthew-hamilton/) | $176.2K | 611 | 0.0% | 27 |
| [ATWOOD & PALMER INC](https://holderbook.com/funds/1044929-atwood-palmer-inc/) | $99.5K | 345 | 0.0% | 32 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $66.9K | 232 | 0.0% | 7 |
| [GoalVest Advisory LLC](https://holderbook.com/funds/1839307-goalvest-advisory-llc/) | $56.0K | 194 | 0.0% | 14 |
| [Bullock Wealth Management Group](https://holderbook.com/funds/2067581-bullock-wealth-management-group/) | $31.2K | 108 | 0.0% | 11 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 30 | $17.2M |
| Q2 2026 | 589 | $2.6B |
| Q1 2026 | 553 | $2.7B |
| Q4 2025 | 605 | $3.7B |
| Q3 2025 | 570 | $4.4B |
| Q2 2025 | 589 | $4.3B |
| Q1 2025 | 558 | $3.5B |
| Q4 2024 | 583 | $4.0B |
| Q3 2024 | 506 | $3.3B |
| Q2 2024 | 501 | $3.3B |
| Q1 2024 | 508 | $4.3B |
| Q4 2023 | 498 | $3.7B |