12 institutions reported holding $19.7M of FIRST TR EXCHANGE-TRADED FD (FCTR) in SEC 13F filings for 2026-06-30. Largest institutional holders: Lunt Capital Management, Inc. ($11.6M), Soltis Investment Advisors LLC ($5.1M), GeoWealth Management, LLC ($992,293), Kraft, Davis & Associates, LLC ($481,403), Atria Investments, Inc ($366,199). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Lunt Capital Management, Inc. | $11.6M | 284,878 | Trimmed |
| 2 | Soltis Investment Advisors LLC | $5.1M | 124,249 | Trimmed |
| 3 | GeoWealth Management, LLC | $992,293 | 24,306 | Added |
| 4 | Kraft, Davis & Associates, LLC | $481,403 | 12,172 | Hold |
| 5 | Atria Investments, Inc | $366,199 | 8,970 | Added |
| 6 | Wealth Advisory Solutions, LLC | $316,475 | 7,752 | Hold |
| 7 | Farther Finance Advisors, LLC | $279,139 | 6,855 | Trimmed |
| 8 | United Advisor Group, LLC | $248,705 | 6,092 | Hold |
| 9 | BlueChip Wealth Advisors LLC | $212,860 | 5,214 | New |
| 10 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $97,915 | 2,400 | New |
| 11 | CREATIVE FINANCIAL DESIGNS INC /ADV | $14,521 | 356 | New |
| 12 | Marshall & Sterling Wealth Advisors Inc. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30