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FT New Constr COR Earn LDR (FTCE)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Horizon Advisory Services, Inc.
INCREASED
Shares1,890,895 from 1,871,663
Change+19,232 (+1%)
Value$51.0M (+$293.9K)
Filed 2026-10-29
Accurate Wealth Management, LLC
INCREASED
Shares79,646 from 74,067
Change+5,579 (+8%)
Value$2.2M (+$132.3K)
Filed 2026-10-20
Kingswood Wealth Advisors, LLC
DECREASED
Shares59,506 from 64,195
Change-4,689 (-7%)
Value$1.6M (-$134.1K)
Filed 2026-10-23
MSH Capital Advisors LLC
INCREASED
Shares56,211 from 36,299
Change+19,912 (+55%)
Value$1.5M (+$532.5K)
Filed 2026-11-03
Assetmark, Inc
UNCHANGED
Shares45 from 45
Change0 (0%)
Value$1.2K (-$6)
Filed 2026-10-21
Luken Investment Analytics, LLC
N/A
Shares— from 286,680
Change-286,680 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 149,806
Change-149,806 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 113,931
Change-113,931 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 34,424
Change-34,424 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 30,583
Change-30,583 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 15,035
Change-15,035 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 4,172
Change-4,172 (-100%)
Value—
UBS Group AG
N/A
Shares— from 185
Change-185 (-100%)
Value—
Status
Horizon Advisory Services, Inc.
INCREASED1,890,8951,871,663+19,232+1%$50.7M$51.0M+$293.9K2026-10-29
Accurate Wealth Management, LLC
INCREASED79,64674,067+5,579+8%$2.0M$2.2M+$132.3K2026-10-20
Kingswood Wealth Advisors, LLC
DECREASED59,50664,195-4,689-7%$1.7M$1.6M-$134.1K2026-10-23
MSH Capital Advisors LLC
INCREASED56,21136,299+19,912+55%$983.0K$1.5M+$532.5K2026-11-03
Assetmark, Inc
UNCHANGED454500%$1.2K$1.2K-$62026-10-21
Luken Investment Analytics, LLC
N/A—286,680-286,680-100%$7.8M———
Harbour Investments, Inc.
N/A—149,806-149,806-100%$4.1M———
Thoroughbred Financial Services, LLC
N/A—113,931-113,931-100%$3.1M———
LPL Financial LLC
N/A—34,424-34,424-100%$932.2K———
Tower Research Capital LLC (TRC)
N/A—30,583-30,583-100%$828.2K———
OneDigital Investment Advisors LLC
N/A—15,035-15,035-100%$407.1K———
JPMorgan Chase & Co
N/A—4,172-4,172-100%$113.1K———
UBS Group AG
N/A—185-185-100%$5.0K———
Showing 13 of 13 institutions