# FIRST TR EXCHANGE TRADED FD (FXD)

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

- Reporting holders: 5
- Reported value: $1.0M
- 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/) | $682.1K | 10,636 | 0.0% | 7 |
| [Ballew Advisors, Inc](https://holderbook.com/funds/1729096-ballew-advisors-inc/) | $234.6K | 3,632 | 0.1% | 6 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $84.0K | 1,310 | 0.0% | 19 |
| [ATWOOD & PALMER INC](https://holderbook.com/funds/1044929-atwood-palmer-inc/) | $25.7K | 400 | 0.0% | 26 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $17.3K | 269 | 0.0% | 6 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $47 | 728 | 0.0% | 7 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 5 | $1.0M |
| Q2 2026 | 111 | $160.3M |
| Q1 2026 | 113 | $174.5M |
| Q4 2025 | 116 | $191.5M |
| Q3 2025 | 117 | $196.5M |
| Q2 2025 | 123 | $204.8M |
| Q1 2025 | 125 | $480.8M |
| Q4 2024 | 145 | $1.4B |
| Q3 2024 | 139 | $1.3B |
| Q2 2024 | 133 | $1.3B |
| Q1 2024 | 137 | $1.6B |
| Q4 2023 | 147 | $1.3B |