5 institutions reported holding $62.2M of FIRST TR EXCHANGE TRADED FD (FTCE) in SEC 13F filings for 2026-06-30. Largest institutional holders: Horizon Advisory Services, Inc. ($50.7M), Luken Investment Analytics, LLC ($7.8M), Accurate Wealth Management, LLC ($2.0M), KINGSWOOD WEALTH ADVISORS, LLC ($1.7M), ASSETMARK, INC ($1,219). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Horizon Advisory Services, Inc. | $50.7M | 1.9M | Added |
| 2 | Luken Investment Analytics, LLC | $7.8M | 286,680 | Added |
| 3 | Accurate Wealth Management, LLC | $2.0M | 74,067 | Added |
| 4 | KINGSWOOD WEALTH ADVISORS, LLC | $1.7M | 64,195 | Added |
| 5 | ASSETMARK, INC | $1,219 | 45 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30