# FIRST TR EXCHANGE TRADED FD (FXR)

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

- Reporting holders: 10
- Reported value: $10.9M
- 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 |
|---|---|---|---|---|
| [Monument Capital Management](https://holderbook.com/funds/1729428-monument-capital-management/) | $5.3M | 64,860 | 1.1% | 14 |
| [Crumly & Associates Inc.](https://holderbook.com/funds/1759578-crumly-associates-inc/) | $2.8M | 33,874 | 0.5% | 21 |
| [Sound Income Strategies, LLC](https://holderbook.com/funds/1730960-sound-income-strategies-llc/) | $1.2M | 14,876 | 0.1% | 5 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $1.0M | 12,835 | 0.0% | 16 |
| [WINEBRENNER CAPITAL MANAGEMENT LLC](https://holderbook.com/funds/2047728-winebrenner-capital-management-llc/) | $312.7K | 3,838 | 0.2% | 8 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $200.2K | 2,458 | 0.0% | 19 |
| [ATWOOD & PALMER INC](https://holderbook.com/funds/1044929-atwood-palmer-inc/) | $32.6K | 400 | 0.0% | 23 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $32.4K | 398 | 0.0% | 6 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $30.8K | 378 | 0.0% | 8 |
| [FIRST COMMUNITY TRUST NA](https://holderbook.com/funds/1130344-first-community-trust-na/) | $4.1K | 50 | 0.0% | 20 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $162 | 1,984 | 0.0% | 7 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 10 | $10.9M |
| Q2 2026 | 180 | $563.4M |
| Q1 2026 | 164 | $544.6M |
| Q4 2025 | 168 | $604.8M |
| Q3 2025 | 174 | $1.6B |
| Q2 2025 | 177 | $1.6B |
| Q1 2025 | 173 | $1.5B |
| Q4 2024 | 187 | $1.7B |
| Q3 2024 | 174 | $1.7B |
| Q2 2024 | 172 | $1.6B |
| Q1 2024 | 170 | $2.0B |
| Q4 2023 | 179 | $1.6B |