# FIRST TR EXCHANGE-TRADED FD (FTCB)

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

- Reporting holders: 9
- Reported value: $24.2M
- 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 |
|---|---|---|---|---|
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $16.4M | 830,038 | 1.1% | 6 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $3.9M | 195,697 | 0.0% | 5 |
| [GILPIN WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/2058144-gilpin-wealth-management-llc/) | $1.3M | 65,182 | 0.9% | 3 |
| [TITLEIST ASSET MANAGEMENT, LLC](https://holderbook.com/funds/1977759-titleist-asset-management-llc/) | $1.1M | 53,809 | 0.1% | 1 |
| [PRIVATE CLIENT SERVICES, LLC](https://holderbook.com/funds/1457005-private-client-services-llc/) | $918.9K | 46,550 | 0.2% | 7 |
| [TrueWealth Advisors, LLC](https://holderbook.com/funds/1817714-truewealth-advisors-llc/) | $363.9K | 18,436 | 0.1% | 6 |
| [Adelphi Trust Co](https://holderbook.com/funds/2106968-adelphi-trust-co/) | $219.6K | 11,123 | 0.1% | 1 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $85.2K | 4,318 | 0.0% | 1 |
| [AMERICAN NATIONAL BANK & TRUST](https://holderbook.com/funds/1272164-american-national-bank-trust/) | $7.6K | 383 | 0.0% | 7 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $4 | 227 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 9 | $24.2M |
| Q2 2026 | 191 | $2.1B |
| Q1 2026 | 189 | $1.7B |
| Q4 2025 | 173 | $1.4B |
| Q3 2025 | 144 | $1.1B |
| Q2 2025 | 129 | $971.1M |
| Q1 2025 | 102 | $708.7M |
| Q4 2024 | 63 | $360.6M |
| Q3 2024 | 24 | $32.5M |
| Q2 2024 | 16 | $13.7M |
| Q1 2024 | 13 | $15.0M |
| Q4 2023 | 9 | $18.5M |