HolderBook

FIRST TR EXCHANGE-TRADED FD (ACYN)

Institutional ownership reported to the SEC as of Q2 2026, across 2 quarters.

178
Reporting holders
$606.7M
Reported value
0.0%
Held as options
+128
Holder change

Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.

Holders

FilerValueShares Their book Held Change
Kestra Advisory Services, LLC$59.8M2,877,3900.19%2q+346.3%+$46.4M
COMMONWEALTH EQUITY SERVICES, LLC$39.5M1,901,3590.05%2q+530.2%+$33.3M
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$31.4M1,522,5750.05%newNEW
Triad Wealth Partners, LLC$24.9M1,212,3621.47%newNEW
HBW ADVISORY SERVICES LLC$24.6M1,182,0862.22%newNEW
Macro Advisors, Inc.$22.3M1,072,6087.11%newNEW
Cetera Investment Advisers$22.2M1,068,3620.02%newNEW
CREATIVE FINANCIAL DESIGNS INC /ADV$13.4M646,6150.64%newNEW
Prime Capital Investment Advisors, LLC$12.7M610,2310.12%newNEW
Clear Creek Financial Management, LLC$12.4M594,3580.79%2q+656.0%+$10.7M
UPTICK PARTNERS, LLC$11.3M542,0651.75%2q+463.3%+$9.3M
Ameritas Advisory Services, LLC$11.1M533,8480.22%newNEW
Integrated Wealth Concepts LLC$10.2M491,2150.05%newNEW
Summit Financial, LLC$9.9M476,3120.11%newNEW
HARBOUR INVESTMENTS, INC.$9.9M473,9480.13%2q+64295.1%+$9.8M
FISCHER INVESTMENT STRATEGIES, LLC$9.7M464,4674.61%newNEW
GREAT VALLEY ADVISOR GROUP, INC.$9.4M452,8920.15%2q+462.9%+$7.7M
ROYAL BANK OF CANADA$8.9M427,1860.00%newNEW
INDEPENDENT FINANCIAL GROUP, LLC$8.7M419,1160.16%newNEW
Buska Wealth Management, LLC$7.5M358,5482.69%2q+572.6%+$6.3M
IAMS WEALTH MANAGEMENT, LLC$7.2M348,6012.18%newNEW
Wealth Watch Advisors, INC$7.2M344,4292.32%2q+60.5%+$2.7M
MGO ONE SEVEN LLC$6.9M329,5010.11%newNEW
Accel Wealth Management$6.7M320,7771.50%2q+246.8%+$4.7M
BOS Asset Management, LLC$6.6M315,3651.52%newNEW
BIP Wealth, LLC$6.0M288,4940.17%2q+64.2%+$2.3M
Maridea Wealth Management LLC$5.4M257,6700.58%2q+351.2%+$4.2M
IFP Advisors, Inc$5.2M252,3240.09%2q+975.5%+$4.8M
Brookstone Capital Management$5.2M252,0150.05%newNEW
CARY STREET PARTNERS FINANCIAL LLC$5.2M248,4520.11%newNEW
CreativeOne Wealth, LLC$5.1M247,7050.11%newNEW
Arkadios Wealth Advisors$5.0M241,8230.08%newNEW
NewEdge Advisors, LLC$4.7M224,8530.01%2q+2076.5%+$4.5M
Goldenstone Wealth Management LLC$4.3M205,7072.80%newNEW
Chicago Partners Investment Group LLC$4.0M195,8700.08%2q+837.7%+$3.6M
Concurrent Investment Advisors, LLC$4.0M193,7790.03%newNEW
Vestmark Advisory Solutions, Inc.$3.8M181,7930.04%2q+799.3%+$3.4M
ELEVATION POINT WEALTH PARTNERS, LLC$3.8M181,7930.07%2q+799.3%+$3.4M
Sovran Advisors, LLC$3.8M183,6590.28%newNEW
HighTower Advisors, LLC$3.6M170,8450.00%newNEW
VestGen Advisors, LLC$3.4M162,1550.10%2q+807.3%+$3.0M
ENVESTNET ASSET MANAGEMENT INC$3.2M154,2940.00%newNEW
White Knight Strategic Wealth Advisors, LLC$3.1M150,0992.19%newNEW
Ashton Thomas Private Wealth, LLC$3.1M149,7270.06%newNEW
SageGuard Financial Group, LLC$3.1M146,8820.43%newNEW
Green Ridge Wealth Planning LLC$3.0M144,9781.27%newNEW
Farther Finance Advisors, LLC$3.0M144,3940.02%newNEW
AXXCESS WEALTH MANAGEMENT, LLC$2.9M140,3860.05%newNEW
Acorn Wealth Advisors, LLC$2.9M140,0050.71%newNEW
Steward Partners Investment Advisory, LLC$2.9M138,3260.01%2q+2244.1%+$2.8M
Luken Investment Analytics, LLC$2.9M137,3601.00%newNEW
Key Client Fiduciary Advisors, LLC$2.8M133,0540.80%newNEW
Western Wealth Management, LLC$2.7M131,7220.09%2q+134.1%+$1.6M
Cornerstone Wealth, LLC/TN$2.7M132,0661.38%2q+213.4%+$1.9M
Arax Advisory Partners$2.7M128,6300.02%2q+4897.3%+$2.6M
Strategic Blueprint, LLC$2.6M125,7130.13%2q+542.0%+$2.2M
Mutual Advisors, LLC$2.6M123,7360.05%newNEW
STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC$2.5M119,8211.68%2q+38.5%+$692.7K
Sequent Planning LLC$2.3M112,5040.50%newNEW
AE Wealth Management LLC$2.3M110,2890.01%newNEW
Ethos Financial Group, LLC$2.3M110,4410.15%newNEW
Boyer Financial Services, Inc.$2.3M110,0151.91%newNEW
KINTRA WEALTH, LLC$2.0M95,2260.10%newNEW
BECK CAPITAL MANAGEMENT, LLC$2.0M94,7590.36%2q+242.2%+$1.4M
SILVER OAK SECURITIES, INCORPORATED$1.9M90,1400.11%newNEW
Pallas Capital Advisors LLC$1.9M89,4570.06%newNEW
FSB PREMIER WEALTH MANAGEMENT, INC.$1.8M88,9100.52%2q+515.8%+$1.5M
J.W. COLE ADVISORS, INC.$1.8M87,8220.03%newNEW
Legacy Wealth Managment, LLC/ID$1.8M86,6500.74%2q+950.4%+$1.6M
Prosperity Financial Group, Inc.$1.8M84,7310.55%2q+464.6%+$1.4M
Capital CS Group, LLC$1.7M79,6691.31%newNEW
Pine Valley Investments Ltd Liability Co$1.6M78,1100.06%newNEW
Avior Wealth Management, LLC$1.6M77,7550.04%newNEW
CoreCap Advisors, LLC$1.6M76,1660.05%newNEW
Aptus Capital Advisors, LLC$1.6M74,7930.01%2q+37.5%+$423.8K
Foundations Investment Advisors, LLC$1.5M74,1870.02%newNEW
Legacy Edge Advisors, LLC$1.5M73,4950.08%newNEW
INTEGRITY ALLIANCE, LLC.$1.5M73,1420.05%newNEW
Kovack Advisors, Inc.$1.4M68,1990.07%newNEW
JANE STREET GROUP, LLC$1.4M66,3690.00%2q-70.9%-$3.4M
Bright Futures Wealth Management, LLC.$1.4M65,6840.88%newNEW
Quad-Cities Investment Group, LLC$1.4M65,3330.49%2q+515.3%+$1.1M
Benson Wealth Management INC$1.3M62,4861.31%2q+679.9%+$1.1M
Mariner, LLC$1.2M60,0000.00%2q+89.0%+$587.3K
Beaumont Financial Advisors, LLC$1.2M59,1680.08%newNEW
KINGSWOOD WEALTH ADVISORS, LLC$1.2M58,8210.05%newNEW
Castleview Partners, LLC$1.2M56,5000.52%2q+40.0%+$335.7K
RFG Advisory, LLC$1.1M54,8530.02%2q+134.8%+$654.8K
WORLD EQUITY GROUP, INC.$1.0M48,9590.23%newNEW
Diligent Investors, LLC$998.1K48,0080.22%newNEW
TRANSCEND CAPITAL ADVISORS, LLC$986.2K47,4370.07%newNEW
Maia Wealth LLC$979.6K47,1180.14%2q+66.0%+$389.6K
MBE Wealth Management, LLC$965.1K46,4240.34%2q+122.3%+$531.0K
BlackDiamond Wealth Management, LLC$954.2K46,1180.38%newNEW
Simplicity Wealth,LLC$943.6K45,3850.03%2q+289.6%+$701.4K
Burnham & Co LLC$904.4K43,5000.73%newFIRST
KESTRA PRIVATE WEALTH SERVICES, LLC$869.3K41,8120.01%newNEW
ADAMSBROWN WEALTH CONSULTANTS LLC$861.2K41,4250.16%newNEW
Prospera Financial Services Inc$856.8K41,2130.01%newNEW
Optivise Advisory Services LLC$854.2K41,0860.43%newNEW

Showing the largest 100 of 187 reported holders.

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 2026178$606.7M29,184,3191314230.0%
Q1 202650$65.8M3,224,71548000.0%