# FIRST TR EXCHANGE-TRADED FD (MDIV)

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

- Reporting holders: 3
- Reported value: $894.2K
- 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 |
|---|---|---|---|---|
| [TrueWealth Advisors, LLC](https://holderbook.com/funds/1817714-truewealth-advisors-llc/) | $628.6K | 39,725 | 0.1% | 17 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $265.6K | 16,781 | 0.0% | 16 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $13 | 820 | 0.0% | 7 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 3 | $894.2K |
| Q2 2026 | 87 | $162.7M |
| Q1 2026 | 95 | $158.9M |
| Q4 2025 | 94 | $139.1M |
| Q3 2025 | 92 | $158.8M |
| Q2 2025 | 101 | $180.4M |
| Q1 2025 | 104 | $165.3M |
| Q4 2024 | 103 | $153.2M |
| Q3 2024 | 96 | $149.5M |
| Q2 2024 | 95 | $134.5M |
| Q1 2024 | 99 | $186.3M |
| Q4 2023 | 100 | $171.8M |

