FIRST TR EXCHANGE TRADED FD (FTCE)
Institutional ownership reported to the SEC as of Q2 2026, across 7 quarters.
12
Reporting holders
$69.6M
Reported value
0.0%
Held as options
+4
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Horizon Advisory Services, Inc. | $50.7M | 1,871,663 | 21.33% | 7q | +4.7%+$2.3M |
| Luken Investment Analytics, LLC | $7.8M | 286,680 | 2.71% | 4q | +30.2%+$1.8M |
| HARBOUR INVESTMENTS, INC. | $4.1M | 149,806 | 0.05% | 3q | -2.2%-$91.2K |
| Accurate Wealth Management, LLC | $2.0M | 74,067 | 0.19% | 4q | +63.0%+$788.5K |
| KINGSWOOD WEALTH ADVISORS, LLC | $1.7M | 64,195 | 0.07% | 2q | +29.2%+$393.2K |
| MSH Capital Advisors LLC | $983.0K | 36,299 | 0.17% | new | NEW |
| LPL Financial LLC | $932.2K | 34,424 | 0.00% | new | NEW |
| Tower Research Capital LLC (TRC) | $828.2K | 30,583 | 0.02% | 2q | +28.2%+$182.1K |
| OneDigital Investment Advisors LLC | $407.1K | 15,035 | 0.00% | 3q | HELD |
| JPMORGAN CHASE & CO | $113.1K | 4,172 | 0.00% | new | NEW |
| UBS Group AG | $5.0K | 185 | 0.00% | new | NEW |
| THOROUGHBRED FINANCIAL SERVICES, LLC | $3.1K | 113,931 | 0.15% | 3q | +26.1% |
| ASSETMARK, INC | $1.2K | 45 | 0.00% | 3q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 12 | $69.6M | 2,567,154 | 4 | 5 | 1 | 0.0% |
| Q1 2026 | 8 | $54.3M | 2,294,565 | 2 | 3 | 3 | 0.0% |
| Q4 2025 | 8 | $48.3M | 1,940,536 | 5 | 2 | 1 | 0.0% |
| Q3 2025 | 4 | $47.6M | 1,933,618 | 2 | 1 | 1 | 0.0% |
| Q2 2025 | 3 | $43.3M | 1,956,586 | 0 | 1 | 2 | 0.0% |
| Q1 2025 | 3 | $39.6M | 1,988,894 | 0 | 2 | 0 | 0.0% |
| Q4 2024 | 3 | $39.2M | 1,963,028 | 3 | 0 | 0 | 0.0% |