11 institutions reported holding $56.4M of FIRST TR EXCHANGE TRADED FD (FTCE) in SEC 13F filings for 2026-03-31. Largest institutional holders: Horizon Advisory Services, Inc. ($42.2M), Luken Investment Analytics, LLC ($5.2M), HARBOUR INVESTMENTS, INC. ($3.6M), THOROUGHBRED FINANCIAL SERVICES, LLC ($2.1M), KINGSWOOD WEALTH ADVISORS, LLC ($1.2M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Horizon Advisory Services, Inc. | $42.2M | 1.8M | Trimmed |
| 2 | Luken Investment Analytics, LLC | $5.2M | 220,129 | Added |
| 3 | HARBOUR INVESTMENTS, INC. | $3.6M | 153,172 | Added |
| 4 | THOROUGHBRED FINANCIAL SERVICES, LLC | $2.1M | 90,382 | Added |
| 5 | KINGSWOOD WEALTH ADVISORS, LLC | $1.2M | 49,674 | New |
| 6 | Accurate Wealth Management, LLC | $1.1M | 45,440 | Added |
| 7 | Tower Research Capital LLC (TRC) | $564,050 | 23,860 | New |
| 8 | OneDigital Investment Advisors LLC | $356,184 | 15,067 | Trimmed |
| 9 | ASSETMARK, INC | $1,064 | 45 | Trimmed |
| 10 | UBS Group AG | $0 | 0 | Exited |
| 11 | CITADEL ADVISORS LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31