# FIRST TR EXCHANGE TRADED FD (FXZ)

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

- Reporting holders: 7
- Reported value: $2.3M
- 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 |
|---|---|---|---|---|
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $982.9K | 12,719 | 0.0% | 16 |
| [Sound Income Strategies, LLC](https://holderbook.com/funds/1730960-sound-income-strategies-llc/) | $377.2K | 4,899 | 0.0% | 4 |
| [Atlas Brown,Inc.](https://holderbook.com/funds/1388168-atlas-brown-inc/) | $361.3K | 4,675 | 0.1% | 24 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $309.4K | 4,004 | 0.0% | 1 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $191.7K | 2,481 | 0.0% | 19 |
| [ARMSTRONG ADVISORY GROUP, INC](https://holderbook.com/funds/1932952-armstrong-advisory-group-inc/) | $43.5K | 563 | 0.0% | 16 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $14.8K | 191 | 0.0% | 3 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $68 | 879 | 0.0% | 7 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 7 | $2.3M |
| Q2 2026 | 123 | $291.0M |
| Q1 2026 | 113 | $285.1M |
| Q4 2025 | 91 | $130.0M |
| Q3 2025 | 96 | $132.6M |
| Q2 2025 | 94 | $129.9M |
| Q1 2025 | 104 | $137.8M |
| Q4 2024 | 120 | $161.2M |
| Q3 2024 | 118 | $205.9M |
| Q2 2024 | 123 | $224.8M |
| Q1 2024 | 128 | $319.0M |
| Q4 2023 | 142 | $317.3M |