Who Owns FIRST TR EXCHANGE TRADED FD (FCTR)? -- Institutional Holders (2026-06-30)

27 institutions reported holding $45.9M of FIRST TR EXCHANGE TRADED FD (FCTR) in SEC 13F filings for 2026-06-30. Largest institutional holders: Geneos Wealth Management Inc. ($12.4M), Lunt Capital Management, Inc. ($11.6M), Soltis Investment Advisors LLC ($5.1M), LPL Financial LLC ($4.7M), Summit Financial, LLC ($2.6M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	Geneos Wealth Management Inc.	$12.4M	303,333	Trimmed
2	Lunt Capital Management, Inc.	$11.6M	284,878	Trimmed
3	Soltis Investment Advisors LLC	$5.1M	124,249	Trimmed
4	LPL Financial LLC	$4.7M	115,164	Trimmed
5	Summit Financial, LLC	$2.6M	64,726	New
6	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$2.0M	49,681	Added
7	GOLDMAN SACHS GROUP INC	$2.0M	48,023	Trimmed
8	GeoWealth Management, LLC	$992,293	24,306	Added
9	JANE STREET GROUP, LLC	$655,240	16,050	New
10	MORGAN STANLEY	$593,205	14,530	Trimmed
11	Kraft, Davis & Associates, LLC	$481,403	12,172	Hold
12	Atria Investments, Inc	$366,199	8,970	Added
13	RAYMOND JAMES FINANCIAL INC	$365,465	8,952	Trimmed
14	HARBOUR INVESTMENTS, INC.	$320,018	7,839	Trimmed
15	Wealth Advisory Solutions, LLC	$316,475	7,752	Hold
16	STIFEL FINANCIAL CORP	$284,306	6,964	Added
17	Farther Finance Advisors, LLC	$279,139	6,855	Trimmed
18	United Advisor Group, LLC	$248,705	6,092	Hold
19	OSAIC HOLDINGS, INC.	$226,362	5,544	Added
20	BlueChip Wealth Advisors LLC	$212,860	5,214	New
21	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	$97,915	2,400	New
22	CREATIVE FINANCIAL DESIGNS INC /ADV	$14,521	356	New
23	Steward Partners Investment Advisory, LLC	$7,824	192	Hold
24	UBS Group AG	$4,083	100	Trimmed
25	Parallel Advisors, LLC	$4,082	100	Hold

Source: SEC Form 13F filings · as of 2026-06-30