# FIRST TR EXCHANGE TRADED FD (FXL)

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

- Reporting holders: 12
- Reported value: $22.9M
- 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 |
|---|---|---|---|---|
| [RVW Wealth, LLC](https://holderbook.com/funds/1756543-rvw-wealth-llc/) | $14.0M | 63,410 | 0.9% | 27 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $2.8M | 12,575 | 0.0% | 7 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $2.0M | 9,216 | 0.1% | 19 |
| [Sound Income Strategies, LLC](https://holderbook.com/funds/1730960-sound-income-strategies-llc/) | $979.3K | 4,311 | 0.0% | 4 |
| [TrueWealth Advisors, LLC](https://holderbook.com/funds/1817714-truewealth-advisors-llc/) | $677.1K | 3,064 | 0.2% | 24 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $585.6K | 2,650 | 0.0% | 24 |
| [Dale Q Rice Investment Management Ltd](https://holderbook.com/funds/2041427-dale-q-rice-investment-management-ltd/) | $546.2K | 2,471 | 0.3% | 8 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $359.7K | 1,175 | 0.0% | 2 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $265.2K | 1,200 | 0.0% | 4 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $253.0K | 1,145 | 0.0% | 2 |
| [MRA Advisory Group](https://holderbook.com/funds/1841816-mra-advisory-group/) | $230.5K | 1,043 | 0.1% | 2 |
| [ATWOOD & PALMER INC](https://holderbook.com/funds/1044929-atwood-palmer-inc/) | $163.5K | 740 | 0.0% | 32 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $1.4K | 6,415 | 0.0% | 7 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 12 | $22.9M |
| Q2 2026 | 291 | $2.1B |
| Q1 2026 | 242 | $847.4M |
| Q4 2025 | 267 | $836.9M |
| Q3 2025 | 253 | $823.6M |
| Q2 2025 | 255 | $821.5M |
| Q1 2025 | 232 | $686.3M |
| Q4 2024 | 260 | $834.3M |
| Q3 2024 | 234 | $781.8M |
| Q2 2024 | 236 | $788.0M |
| Q1 2024 | 228 | $1.0B |
| Q4 2023 | 223 | $898.0M |