# FIRST TR EXCHANGE TRADED FD (FTCE)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/FTCE/

- Reporting holders: 13
- Reported value: $72.6M
- 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 |
|---|---|---|---|---|
| [Horizon Advisory Services, Inc.](https://holderbook.com/funds/1799006-horizon-advisory-services-inc/) | $50.7M | 1,871,663 | 21.3% | 7 |
| [Luken Investment Analytics, LLC](https://holderbook.com/funds/1730546-luken-investment-analytics-llc/) | $7.8M | 286,680 | 2.7% | 4 |
| [HARBOUR INVESTMENTS, INC.](https://holderbook.com/funds/810121-harbour-investments-inc/) | $4.1M | 149,806 | 0.1% | 3 |
| [THOROUGHBRED FINANCIAL SERVICES, LLC](https://holderbook.com/funds/1091370-thoroughbred-financial-services-llc/) | $3.1M | 113,931 | 0.1% | 3 |
| [Accurate Wealth Management, LLC](https://holderbook.com/funds/1877728-accurate-wealth-management-llc/) | $2.0M | 74,067 | 0.2% | 4 |
| [KINGSWOOD WEALTH ADVISORS, LLC](https://holderbook.com/funds/1987855-kingswood-wealth-advisors-llc/) | $1.7M | 64,195 | 0.1% | 2 |
| [MSH Capital Advisors LLC](https://holderbook.com/funds/2056306-msh-capital-advisors-llc/) | $983.0K | 36,299 | 0.2% | 1 |
| [LPL Financial LLC](https://holderbook.com/funds/1403438-lpl-financial-llc/) | $932.2K | 34,424 | 0.0% | 1 |
| [Tower Research Capital LLC (TRC)](https://holderbook.com/funds/1533421-tower-research-capital-llc-trc/) | $828.2K | 30,583 | 0.0% | 2 |
| [OneDigital Investment Advisors LLC](https://holderbook.com/funds/1690370-onedigital-investment-advisors-llc/) | $407.1K | 15,035 | 0.0% | 3 |
| [JPMORGAN CHASE & CO](https://holderbook.com/funds/19617-jpmorgan-chase-co/) | $113.1K | 4,172 | 0.0% | 1 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $5.0K | 185 | 0.0% | 1 |
| [ASSETMARK, INC](https://holderbook.com/funds/1344551-assetmark-inc/) | $1.2K | 45 | 0.0% | 3 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 13 | $72.6M |
| Q1 2026 | 9 | $56.4M |
| Q4 2025 | 9 | $49.1M |
| Q3 2025 | 4 | $47.6M |
| Q2 2025 | 3 | $43.3M |
| Q1 2025 | 3 | $39.6M |
| Q4 2024 | 3 | $39.2M |