# FIRST TR EXCHANGE-TRADED FD (FV)

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

- Reporting holders: 15
- Reported value: $18.3M
- 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 |
|---|---|---|---|---|
| [ATWOOD & PALMER INC](https://holderbook.com/funds/1044929-atwood-palmer-inc/) | $5.3M | 71,985 | 0.3% | 32 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $4.4M | 60,109 | 0.0% | 9 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $3.2M | 43,991 | 0.2% | 32 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $1.5M | 20,986 | 0.0% | 19 |
| [Ballew Advisors, Inc](https://holderbook.com/funds/1729096-ballew-advisors-inc/) | $1.3M | 17,999 | 0.7% | 32 |
| [Montz Harcus Wealth Management LLC](https://holderbook.com/funds/1918613-montz-harcus-wealth-management-llc/) | $658.3K | 8,969 | 0.2% | 9 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $544.8K | 7,423 | 0.0% | 12 |
| [Kaydan Wealth Management, Inc.](https://holderbook.com/funds/1964532-kaydan-wealth-management-inc/) | $502.8K | 6,850 | 0.2% | 20 |
| [Dale Q Rice Investment Management Ltd](https://holderbook.com/funds/2041427-dale-q-rice-investment-management-ltd/) | $351.8K | 4,793 | 0.2% | 8 |
| [Sound Income Strategies, LLC](https://holderbook.com/funds/1730960-sound-income-strategies-llc/) | $327.7K | 4,415 | 0.0% | 9 |
| [BURKETT FINANCIAL SERVICES, LLC](https://holderbook.com/funds/1762716-burkett-financial-services-llc/) | $50.3K | 685 | 0.0% | 5 |
| [AMERICAN NATIONAL BANK & TRUST](https://holderbook.com/funds/1272164-american-national-bank-trust/) | $34.5K | 470 | 0.0% | 3 |
| [ARMSTRONG ADVISORY GROUP, INC](https://holderbook.com/funds/1932952-armstrong-advisory-group-inc/) | $30.7K | 418 | 0.0% | 8 |
| [Grove Bank & Trust](https://holderbook.com/funds/1662212-grove-bank-trust/) | $24.2K | 330 | 0.0% | 8 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $8.6K | 117 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 15 | $18.3M |
| Q2 2026 | 356 | $2.6B |
| Q1 2026 | 321 | $2.2B |
| Q4 2025 | 332 | $2.4B |
| Q3 2025 | 313 | $2.4B |
| Q2 2025 | 313 | $2.5B |
| Q1 2025 | 314 | $2.3B |
| Q4 2024 | 332 | $2.5B |
| Q3 2024 | 309 | $2.4B |
| Q2 2024 | 294 | $2.4B |
| Q1 2024 | 283 | $3.1B |
| Q4 2023 | 274 | $2.6B |