# FIRST TR EXCHANGE TRADED FD (GRID)

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

- Reporting holders: 30
- Reported value: $70.2M
- 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 |
|---|---|---|---|---|
| [SEARCY FINANCIAL SERVICES INC /ADV](https://holderbook.com/funds/354923-searcy-financial-services-inc-adv/) | $12.4M | 69,851 | 4.4% | 2 |
| [Crumly & Associates Inc.](https://holderbook.com/funds/1759578-crumly-associates-inc/) | $12.4M | 69,834 | 2.2% | 4 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $11.5M | 64,783 | 0.8% | 24 |
| [THRYVE WEALTH MANAGEMENT LLC](https://holderbook.com/funds/2113283-thryve-wealth-management-llc/) | $10.0M | 56,381 | 5.6% | 4 |
| [AVAII WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1904431-avaii-wealth-management-llc/) | $8.6M | 46,989 | 2.5% | 1 |
| [RFG - Bristol Wealth Advisors, LLC](https://holderbook.com/funds/2055104-rfg-bristol-wealth-advisors-llc/) | $2.9M | 16,607 | 0.7% | 4 |
| [BOS Asset Management, LLC](https://holderbook.com/funds/1965814-bos-asset-management-llc/) | $1.8M | 9,989 | 0.4% | 3 |
| [Acropolis Investment Management, LLC](https://holderbook.com/funds/1318601-acropolis-investment-management-llc/) | $1.5M | 8,214 | 0.1% | 4 |
| [TITLEIST ASSET MANAGEMENT, LLC](https://holderbook.com/funds/1977759-titleist-asset-management-llc/) | $1.4M | 7,909 | 0.1% | 4 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $1.2M | 6,691 | 0.0% | 10 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $974.1K | 5,500 | 0.0% | 19 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $743.1K | 4,196 | 0.4% | 2 |
| [TrueWealth Advisors, LLC](https://holderbook.com/funds/1817714-truewealth-advisors-llc/) | $551.6K | 3,115 | 0.1% | 4 |
| [SACKS & ASSOCIATES, LLC](https://holderbook.com/funds/2145868-sacks-associates-llc/) | $515.1K | 2,908 | 0.4% | 4 |
| [SILVIA MCCOLL WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1991983-silvia-mccoll-wealth-management-llc/) | $509.2K | 2,875 | 0.3% | 11 |
| [Factor Wealth Management LTD](https://holderbook.com/funds/2055816-factor-wealth-management-ltd/) | $377.4K | 2,131 | 0.1% | 7 |
| [BAKER TILLY WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1840565-baker-tilly-wealth-management-llc/) | $375.3K | 2,119 | 0.1% | 1 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $355.0K | 2,004 | 0.0% | 3 |
| [Baron Financial Group, LLC](https://holderbook.com/funds/1832093-baron-financial-group-llc/) | $341.6K | 1,929 | 0.2% | 4 |
| [Nautilus Advisors LLC](https://holderbook.com/funds/2083253-nautilus-advisors-llc/) | $265.7K | 1,500 | 0.2% | 6 |
| [GoalVest Advisory LLC](https://holderbook.com/funds/1839307-goalvest-advisory-llc/) | $259.5K | 1,465 | 0.0% | 4 |
| [Balefire, LLC](https://holderbook.com/funds/1750924-balefire-llc/) | $258.9K | 1,462 | 0.0% | 2 |
| [PUFF WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/2052736-puff-wealth-management-llc/) | $248.7K | 1,404 | 0.2% | 2 |
| [INSPIRION WEALTH ADVISORS, LLC](https://holderbook.com/funds/1633448-inspirion-wealth-advisors-llc/) | $210.3K | 1,188 | 0.0% | 2 |
| [Castleview Partners, LLC](https://holderbook.com/funds/1737088-castleview-partners-llc/) | $202.8K | 1,145 | 0.1% | 2 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 30 | $70.2M |
| Q2 2026 | 631 | $6.6B |
| Q1 2026 | 539 | $4.5B |
| Q4 2025 | 464 | $3.3B |
| Q3 2025 | 365 | $2.3B |
| Q2 2025 | 315 | $1.6B |
| Q1 2025 | 297 | $1.2B |
| Q4 2024 | 293 | $1.2B |
| Q3 2024 | 263 | $1.1B |
| Q2 2024 | 236 | $799.9M |
| Q1 2024 | 188 | $641.9M |
| Q4 2023 | 182 | $465.4M |