# FIRST TR EXCHANGE-TRADED FD (FRI)

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

- Reporting holders: 3
- Reported value: $94.2K
- 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 |
|---|---|---|---|---|
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $90.7K | 3,068 | 0.0% | 10 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $3.5K | 117 | 0.0% | 11 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $22 | 737 | 0.0% | 7 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 3 | $94.2K |
| Q2 2026 | 69 | $130.3M |
| Q1 2026 | 71 | $113.3M |
| Q4 2025 | 70 | $108.5M |
| Q3 2025 | 60 | $120.1M |
| Q2 2025 | 63 | $126.8M |
| Q1 2025 | 67 | $122.4M |
| Q4 2024 | 74 | $133.0M |
| Q3 2024 | 66 | $145.5M |
| Q2 2024 | 58 | $75.4M |
| Q1 2024 | 62 | $116.9M |
| Q4 2023 | 58 | $99.0M |

