Stock

First Tr Exchange-Traded Fd

Ticker not mapped · held by 24 managers

Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025

Reported value

$36.9M

Holders

+3 new · −6 exited

Holders’ est. mark

$197.7K

Price effect on 21 books still in the name

Largest holder

$11M

Geneos Wealth Management Inc.

Holder count by quarter

Q3 2025 Q4 2025 Q1 2026

Who holds it

Notable only

Investor	Shares	Value	Est. mark	Change
Geneos Wealth Management Inc.	307.6K	$11M	$8	Cut−$882.7K
Lunt Capital Management, Inc.	289.2K	$10.3M	−$1.42K	Added$6.04K
LPL Financial LLC	125.2K	$4.47M	−$600	Cut−$387.4K
Soltis Investment Advisors LLC	124.7K	$4.45M	−$611	Cut−$41K
GOLDMAN SACHS GROUP INC	60.4K	$2.16M	−$296	Cut−$1.22K
GeoWealth Management, LLC	24.1K	$860.5K	−$118	Cut−$6.36K
MORGAN STANLEY	15.2K	$540.4K	−$72	Cut−$849.8K
Kraft, Davis & Associates, LLC	12.2K	$459.1K	−$613	Cut−$613
Farther Finance Advisors, LLC	10K	$357.7K	$958	Cut−$52.2K
SUSQUEHANNA INTERNATIONAL GROUP, LLP	9.62K	$343.1K	−$34	Added$89.9K
RAYMOND JAMES FINANCIAL INC	8.96K	$319.7K	—	New
HARBOUR INVESTMENTS, INC.	8.24K	$293.8K	−$2.23K	Added$83.9K
Wealth Advisory Solutions, LLC	7.75K	$276.5K	−$38	Cut−$38
Atria Investments, Inc	7.26K	$259K	−$36	Added$107
STIFEL FINANCIAL CORP	6.87K	$244.9K	−$31	Added$15K
United Advisor Group, LLC	6.09K	$217.3K	−$30	Cut−$30.5K
CWM, LLC	5.69K	$203.1K	$202.8K	Added$202.8K
OSAIC HOLDINGS, INC.	2.93K	$104.5K	−$11	Cut−$97.1K
Western Wealth Management, LLC	745	$26.6K	—	New
UBS Group AG	483	$17.2K	−$2	Added$9.34K
Steward Partners Investment Advisory, LLC	192	$6.83K	−$1	Cut−$1
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	146	$5.21K	−$1	Cut−$1
Parallel Advisors, LLC	100	$3.57K	—	New
Marshall & Sterling Wealth Advisors Inc.	31	$1.11K	$5	Cut−$77K

Who left

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.