# FIRST TR EXCHANGE-TRADED FD (FTHI)

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

- Reporting holders: 13
- Reported value: $28.4M
- 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 |
|---|---|---|---|---|
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $10.7M | 454,615 | 0.1% | 6 |
| [Cooper Financial Group](https://holderbook.com/funds/1751581-cooper-financial-group/) | $6.7M | 283,433 | 0.5% | 3 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $4.9M | 208,256 | 1.4% | 9 |
| [DAVIDSON TRUST CO](https://holderbook.com/funds/1133119-davidson-trust-co/) | $2.0M | 82,855 | 0.8% | 7 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $1.5M | 65,404 | 0.0% | 11 |
| [PRIVATE CLIENT SERVICES, LLC](https://holderbook.com/funds/1457005-private-client-services-llc/) | $738.2K | 31,291 | 0.2% | 9 |
| [PUFF WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/2052736-puff-wealth-management-llc/) | $687.5K | 29,144 | 0.6% | 7 |
| [Castle Rock Wealth Management, LLC](https://holderbook.com/funds/1727605-castle-rock-wealth-management-llc/) | $393.4K | 16,434 | 0.1% | 10 |
| [Insight Wealth Strategies, LLC](https://holderbook.com/funds/1749914-insight-wealth-strategies-llc/) | $336.3K | 14,256 | 0.0% | 8 |
| [TrueWealth Advisors, LLC](https://holderbook.com/funds/1817714-truewealth-advisors-llc/) | $312.5K | 13,248 | 0.1% | 2 |
| [GILPIN WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/2058144-gilpin-wealth-management-llc/) | $72.2K | 3,060 | 0.0% | 3 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $13.2K | 559 | 0.0% | 12 |
| [GoalVest Advisory LLC](https://holderbook.com/funds/1839307-goalvest-advisory-llc/) | $4.2K | 177 | 0.0% | 2 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 13 | $28.4M |
| Q2 2026 | 227 | $1.6B |
| Q1 2026 | 215 | $1.5B |
| Q4 2025 | 209 | $1.1B |
| Q3 2025 | 185 | $953.3M |
| Q2 2025 | 170 | $786.8M |
| Q1 2025 | 161 | $706.9M |
| Q4 2024 | 153 | $521.8M |
| Q3 2024 | 128 | $459.8M |
| Q2 2024 | 112 | $337.8M |
| Q1 2024 | 100 | $275.2M |
| Q4 2023 | 96 | $222.0M |