FIRST TR EXCHNG TRADED FD VI (AFGR)
Institutional ownership reported to the SEC as of Q2 2026, across 30 quarters.
33
Reporting holders
$46.3M
Reported value
0.0%
Held as options
+2
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
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| OSAIC HOLDINGS, INC. | $11.6M | 318,793 | 0.01% | 23q | -14.1%-$1.9M |
| LPL Financial LLC | $10.4M | 284,259 | 0.00% | 21q | -8.6%-$976.0K |
| Cetera Investment Advisers | $3.9M | 107,989 | 0.00% | 10q | -3.7%-$153.4K |
| GOLDMAN SACHS GROUP INC | $3.2M | 87,993 | 0.00% | 21q | +83.6%+$1.5M |
| Arax Advisory Partners | $3.0M | 83,416 | 0.02% | 3q | -1.2%-$36.5K |
| Ausdal Financial Partners, Inc. | $2.6M | 70,661 | 0.10% | 21q | -1.1%-$29.9K |
| Tower Research Capital LLC (TRC) | $1.9M | 52,505 | 0.05% | 2q | +179.4%+$1.2M |
| Private Advisor Group, LLC | $1.2M | 32,937 | 0.01% | 12q | +0.8%+$9.6K |
| RAYMOND JAMES FINANCIAL INC | $1.2M | 32,328 | 0.00% | 5q | +13.1%+$137.1K |
| TCFG Investment Advisors, LLC | $1.0M | 27,860 | 0.34% | 2q | HELD |
| HARBOUR INVESTMENTS, INC. | $939.5K | 25,712 | 0.01% | 21q | -3.2%-$31.1K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $878.3K | 24,036 | 0.01% | 12q | -41.9%-$633.3K |
| CITADEL ADVISORS LLC | $713.1K | 19,516 | 0.00% | new | NEW |
| Equitable Holdings, Inc. | $569.8K | 15,594 | 0.00% | 7q | +0.7%+$3.7K |
| FIDUCIARY FINANCIAL ADVISORS | $538.8K | 14,746 | 0.05% | 2q | +84.3%+$246.5K |
| RFG Advisory, LLC | $504.0K | 13,794 | 0.01% | 2q | +94.0%+$244.2K |
| Gateway Wealth Partners, LLC | $391.5K | 10,714 | 0.02% | 11q | -75.2%-$1.2M |
| Centric Wealth Management | $320.1K | 9,048 | 0.05% | 11q | HELD |
| Arkadios Wealth Advisors | $309.7K | 8,475 | 0.00% | 15q | -3.0%-$9.6K |
| Western Wealth Management, LLC | $233.5K | 6,390 | 0.01% | 20q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $217.2K | 5,945 | 0.00% | new | NEW |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | $182.7K | 5,000 | 0.41% | 6q | HELD |
| PRIVATE TRUST CO NA | $125.8K | 3,444 | 0.01% | 11q | -9.4%-$13.0K |
| JPMORGAN CHASE & CO | $50.5K | 1,400 | 0.00% | new | NEW |
| Keating Financial Advisory Services, Inc. | $39.0K | 1,067 | 0.01% | 3q | HELD |
| UBS Group AG | $33.5K | 917 | 0.00% | new | NEW |
| Global Retirement Partners, LLC | $20.8K | 570 | 0.00% | 16q | HELD |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $18.3K | 500 | 0.00% | new | NEW |
| MORGAN STANLEY | $18.2K | 498 | 0.00% | 9q | HELD |
| FIFTH THIRD BANCORP | $16.4K | 450 | 0.00% | 2q | HELD |
| Davis Capital Management | $15.7K | 430 | 0.01% | 8q | HELD |
| Caitlin John, LLC | $11.4K | 313 | 0.01% | 4q | HELD |
| Cambridge Investment Research Advisors, Inc. | $1.6K | 44,374 | 0.00% | 21q | +15.1% |
| NFSG Corp | $1.1K | 31 | 0.00% | 10q | HELD |
| Aurora Private Wealth, Inc. | $987 | 27,012 | 0.63% | 4q | -24.0% |
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.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 33 | $46.3M | 1,267,331 | 5 | 7 | 10 | 0.0% |
| Q1 2026 | 31 | $42.1M | 1,339,321 | 4 | 5 | 11 | 0.0% |
| Q4 2025 | 33 | $50.3M | 1,419,297 | 3 | 6 | 13 | 0.0% |
| Q3 2025 | 30 | $48.5M | 1,352,998 | 1 | 11 | 9 | 0.0% |
| Q2 2025 | 34 | $39.5M | 1,173,536 | 3 | 7 | 16 | 0.0% |
| Q1 2025 | 32 | $37.3M | 1,366,848 | 3 | 10 | 11 | 0.0% |
| Q4 2024 | 32 | $42.0M | 1,388,828 | 5 | 9 | 9 | 0.0% |
| Q3 2024 | 31 | $38.9M | 1,367,597 | 3 | 5 | 15 | 0.0% |
| Q2 2024 | 31 | $43.6M | 1,543,870 | 4 | 11 | 8 | 0.0% |
| Q1 2024 | 30 | $43.6M | 1,586,258 | 7 | 8 | 8 | 0.0% |
| Q4 2023 | 30 | $34.6M | 1,442,424 | 6 | 10 | 7 | 0.0% |
| Q3 2023 | 29 | $20.2M | 991,587 | 5 | 6 | 12 | 0.0% |
| Q2 2023 | 29 | $23.8M | 1,098,614 | 4 | 7 | 9 | 0.0% |
| Q1 2023 | 29 | $20.3M | 1,066,084 | 3 | 4 | 16 | 0.0% |
| Q4 2022 | 31 | $20.3M | 1,228,280 | 5 | 6 | 14 | 0.0% |
| Q3 2022 | 37 | $37.3M | 2,282,313 | 4 | 13 | 13 | 0.0% |
| Q2 2022 | 41 | $45.7M | 2,695,121 | 4 | 10 | 19 | 0.0% |
| Q1 2022 | 43 | $59.5M | 2,579,590 | 4 | 9 | 23 | 0.0% |
| Q4 2021 | 55 | $111.5M | 4,112,482 | 6 | 9 | 24 | 0.0% |
| Q3 2021 | 47 | $112.9M | 4,143,738 | 7 | 14 | 14 | 0.0% |
| Q2 2021 | 46 | $103.3M | 3,897,084 | 40 | 4 | 0 | 0.0% |
| Q1 2021 | 5 | $3.5M | 145,703 | 2 | 1 | 0 | 0.0% |
| Q4 2020 | 3 | $224.0K | 9,154 | 1 | 1 | 0 | 0.0% |
| Q3 2020 | 3 | $76.0K | 3,082 | 2 | 0 | 0 | 0.0% |
| Q2 2020 | 1 | $50.0K | 1,900 | 0 | 0 | 0 | 0.0% |
| Q1 2020 | 1 | $50.0K | 1,900 | 0 | 0 | 0 | 0.0% |
| Q4 2019 | 1 | $50.0K | 1,900 | 0 | 0 | 0 | 0.0% |
| Q3 2019 | 1 | $50.0K | 1,900 | 0 | 0 | 0 | 0.0% |
| Q2 2019 | 1 | $50.0K | 1,900 | 0 | 0 | 0 | 0.0% |
| Q1 2019 | 1 | $50.0K | 1,900 | 1 | 0 | 0 | 0.0% |