# FIRST TR EXCHNG TRADED FD VI (FIXD)

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

- Reporting holders: 11
- Reported value: $46.8M
- 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 |
|---|---|---|---|---|
| [PARK NATIONAL CORP /OH/](https://holderbook.com/funds/805676-park-national-corp-oh/) | $30.5M | 739,505 | 0.8% | 10 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $8.2M | 198,246 | 0.2% | 19 |
| [Capital Planning LLC](https://holderbook.com/funds/1790688-capital-planning-llc/) | $3.7M | 90,228 | 1.0% | 24 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $2.2M | 52,488 | 0.0% | 16 |
| [INSPIRION WEALTH ADVISORS, LLC](https://holderbook.com/funds/1633448-inspirion-wealth-advisors-llc/) | $933.8K | 22,626 | 0.1% | 26 |
| [Sound Income Strategies, LLC](https://holderbook.com/funds/1730960-sound-income-strategies-llc/) | $444.1K | 10,712 | 0.0% | 14 |
| [Cooper Financial Group](https://holderbook.com/funds/1751581-cooper-financial-group/) | $289.4K | 7,013 | 0.0% | 9 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $251.3K | 6,089 | 0.0% | 29 |
| [TrueWealth Advisors, LLC](https://holderbook.com/funds/1817714-truewealth-advisors-llc/) | $230.7K | 5,589 | 0.1% | 20 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $58.4K | 1,415 | 0.0% | 1 |
| [AMERICAN NATIONAL BANK & TRUST](https://holderbook.com/funds/1272164-american-national-bank-trust/) | $8.2K | 198 | 0.0% | 7 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $1 | 34 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 11 | $46.8M |
| Q2 2026 | 318 | $2.7B |
| Q1 2026 | 319 | $3.0B |
| Q4 2025 | 314 | $2.7B |
| Q3 2025 | 298 | $2.6B |
| Q2 2025 | 315 | $2.6B |
| Q1 2025 | 338 | $3.1B |
| Q4 2024 | 360 | $3.7B |
| Q3 2024 | 335 | $4.4B |
| Q2 2024 | 343 | $4.1B |
| Q1 2024 | 345 | $5.4B |
| Q4 2023 | 346 | $4.6B |