# FIRST TR EXCHANGE-TRADED FD (SHRY)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/SHRY/

- Reporting holders: 17
- Reported value: $7.0M
- 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 |
|---|---|---|---|---|
| [LPL Financial LLC](https://holderbook.com/funds/1403438-lpl-financial-llc/) | $3.1M | 71,488 | 0.0% | 31 |
| [FSB PREMIER WEALTH MANAGEMENT, INC.](https://holderbook.com/funds/887748-fsb-premier-wealth-management-inc/) | $917.7K | 21,473 | 0.3% | 23 |
| [GOLDMAN SACHS GROUP INC](https://holderbook.com/funds/886982-goldman-sachs-group-inc/) | $821.5K | 19,223 | 0.0% | 20 |
| [SUSQUEHANNA INTERNATIONAL GROUP, LLP](https://holderbook.com/funds/1446194-susquehanna-international-group-llp/) | $482.7K | 11,295 | 0.0% | 4 |
| [MANCHESTER FINANCIAL INC](https://holderbook.com/funds/866590-manchester-financial-inc/) | $399.1K | 9,339 | 0.1% | 17 |
| [Mariner, LLC](https://holderbook.com/funds/1373442-mariner-llc/) | $313.8K | 7,343 | 0.0% | 16 |
| [RFG Advisory, LLC](https://holderbook.com/funds/1633387-rfg-advisory-llc/) | $250.7K | 5,866 | 0.0% | 2 |
| [Allworth Financial LP](https://holderbook.com/funds/1555170-allworth-financial-lp/) | $238.6K | 5,584 | 0.0% | 10 |
| [Integrated Wealth Concepts LLC](https://holderbook.com/funds/1737109-integrated-wealth-concepts-llc/) | $110.9K | 2,596 | 0.0% | 1 |
| [INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC](https://holderbook.com/funds/1818604-international-assets-investment-management-llc/) | $91.1K | 2,114 | 0.0% | 1 |
| [IFG Advisory, LLC](https://holderbook.com/funds/1728319-ifg-advisory-llc/) | $86.5K | 2,024 | 0.0% | 1 |
| [HARBOUR INVESTMENTS, INC.](https://holderbook.com/funds/810121-harbour-investments-inc/) | $61.9K | 1,449 | 0.0% | 21 |
| [PRIVATE TRUST CO NA](https://holderbook.com/funds/1277557-private-trust-co-na/) | $43.5K | 1,017 | 0.0% | 5 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $40.6K | 951 | 0.0% | 8 |
| [LANARK FINANCIAL, INC.](https://holderbook.com/funds/791540-lanark-financial-inc/) | $39.7K | 928 | 0.0% | 6 |
| [Global Retirement Partners, LLC](https://holderbook.com/funds/1749744-global-retirement-partners-llc/) | $10.7K | 250 | 0.0% | 16 |
| [WELLS FARGO & COMPANY/MN](https://holderbook.com/funds/72971-wells-fargo-company-mn/) | $38 | 1 | 0.0% | 15 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 17 | $7.0M |
| Q1 2026 | 15 | $9.7M |
| Q4 2025 | 16 | $9.0M |
| Q3 2025 | 15 | $9.2M |
| Q2 2025 | 16 | $8.9M |
| Q1 2025 | 17 | $10.6M |
| Q4 2024 | 19 | $12.2M |
| Q3 2024 | 19 | $12.5M |
| Q2 2024 | 18 | $11.2M |
| Q1 2024 | 19 | $13.9M |
| Q4 2023 | 19 | $10.9M |
| Q3 2023 | 17 | $9.7M |