FIRST TR EXCHNG TRADED FD VI (AFLG)
Institutional ownership reported to the SEC as of Q2 2026, across 27 quarters.
127
Reporting holders
$542.3M
Reported value
0.0%
Held as options
+21
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 |
|---|---|---|---|---|---|
| LPL Financial LLC | $162.8M | 3,749,879 | 0.04% | 7q | +11.8%+$17.2M |
| ENVESTNET ASSET MANAGEMENT INC | $58.7M | 1,350,946 | 0.01% | 7q | +19.8%+$9.7M |
| STIFEL FINANCIAL CORP | $29.4M | 677,127 | 0.02% | 6q | HELD |
| Arax Advisory Partners | $26.3M | 606,040 | 0.17% | 3q | +8.4%+$2.0M |
| ASSETMARK, INC | $18.8M | 432,914 | 0.03% | 7q | +5.2%+$920.8K |
| Stenger Family Office, LLC | $17.7M | 408,634 | 2.82% | 2q | -2.9%-$534.3K |
| Cetera Investment Advisers | $17.3M | 399,483 | 0.02% | 8q | +3.7%+$622.2K |
| TRUIST FINANCIAL CORP | $13.7M | 315,935 | 0.02% | 6q | +168.8%+$8.6M |
| Integrated Wealth Concepts LLC | $12.4M | 286,484 | 0.06% | 5q | +71.1%+$5.2M |
| OSAIC HOLDINGS, INC. | $11.4M | 263,481 | 0.01% | 8q | +154.3%+$6.9M |
| Prospera Financial Services Inc | $10.0M | 229,423 | 0.14% | 7q | -43.5%-$7.7M |
| Global Retirement Partners, LLC | $9.1M | 209,335 | 0.14% | 5q | +8.3%+$694.1K |
| Kingsview Wealth Management, LLC | $8.3M | 191,726 | 0.10% | 6q | +0.6%+$50.5K |
| BENJAMIN EDWARDS INC | $7.6M | 175,210 | 0.07% | 7q | -1.5%-$115.0K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $6.3M | 144,812 | 0.07% | 6q | -4.4%-$287.2K |
| IFP Advisors, Inc | $5.3M | 121,179 | 0.10% | 7q | +14.9%+$682.4K |
| Maridea Wealth Management LLC | $5.1M | 117,671 | 0.55% | 7q | +10.2%+$473.7K |
| MGO ONE SEVEN LLC | $5.0M | 114,188 | 0.08% | 3q | +5.9%+$275.6K |
| Gateway Wealth Partners, LLC | $4.9M | 111,705 | 0.29% | 6q | -37.2%-$2.9M |
| NI ACQUISITIONS COMPANY, LLC | $4.8M | 102,956 | 2.06% | new | FIRST |
| Bank of New York Mellon Corp | $4.7M | 107,373 | 0.00% | 7q | -3.0%-$144.8K |
| Snowden Capital Advisors LLC | $4.6M | 105,669 | 0.11% | 6q | +29.2%+$1.0M |
| Farther Finance Advisors, LLC | $4.3M | 98,964 | 0.03% | new | NEW |
| Wagner Wealth Management, Corp | $4.0M | 92,984 | 3.26% | 3q | +3.5%+$138.0K |
| Concurrent Investment Advisors, LLC | $4.0M | 91,423 | 0.03% | 7q | HELD |
| IAMS WEALTH MANAGEMENT, LLC | $4.0M | 91,041 | 1.19% | 6q | -3.3%-$136.7K |
| Kestra Advisory Services, LLC | $3.8M | 88,452 | 0.01% | 7q | +8.4%+$297.5K |
| D.A. DAVIDSON & CO. | $3.8M | 88,199 | 0.02% | 6q | +23.2%+$720.3K |
| Boyce & Associates Wealth Consulting, Inc. | $3.7M | 85,564 | 2.58% | 9q | +3.1%+$111.1K |
| Atria Investments, Inc | $3.6M | 82,181 | 0.04% | 7q | -1.1%-$39.0K |
| AE Wealth Management LLC | $3.2M | 74,653 | 0.02% | 7q | -8.7%-$309.8K |
| Sigma Planning Corp | $3.2M | 74,527 | 0.08% | 6q | +0.9%+$29.0K |
| Orion Porfolio Solutions, LLC | $3.2M | 74,155 | 0.02% | 7q | +1.9%+$60.2K |
| NewEdge Advisors, LLC | $3.1M | 72,272 | 0.01% | 6q | +466.3%+$2.6M |
| HARBOUR INVESTMENTS, INC. | $2.6M | 59,777 | 0.03% | 7q | +61.5%+$988.3K |
| OneAscent Financial Services LLC | $2.5M | 58,611 | 0.12% | 7q | -1.2%-$29.6K |
| Koshinski Asset Management, Inc. | $2.5M | 58,183 | 0.13% | 4q | +37.1%+$683.8K |
| RFG Advisory, LLC | $2.2M | 50,550 | 0.03% | 6q | -9.3%-$225.1K |
| Ignite Planners, LLC | $2.0M | 46,616 | 0.28% | 3q | +51.6%+$688.9K |
| NewEdge Wealth, LLC | $2.0M | 45,513 | 0.02% | 6q | +28.9%+$442.7K |
| CITADEL ADVISORS LLC | $1.9M | 44,186 | 0.00% | new | NEW |
| Pinnacle Family Advisors, LLC | $1.9M | 43,607 | 0.79% | 3q | +28.3%+$417.8K |
| Foundations Investment Advisors, LLC | $1.9M | 43,191 | 0.02% | 5q | +73.0%+$791.4K |
| Arkadios Wealth Advisors | $1.7M | 39,983 | 0.03% | 5q | +18.9%+$276.4K |
| SMITH, MOORE & CO. | $1.6M | 37,612 | 0.11% | 20q | +4.9%+$76.0K |
| GENTRY PRIVATE WEALTH, LLC | $1.6M | 35,897 | 0.80% | 7q | +3.2%+$48.3K |
| Sanctuary Advisors, LLC | $1.5M | 35,196 | 0.01% | 7q | HELD |
| J.W. COLE ADVISORS, INC. | $1.5M | 35,142 | 0.03% | new | NEW |
| FSB PREMIER WEALTH MANAGEMENT, INC. | $1.5M | 33,805 | 0.41% | 6q | -1.0%-$15.4K |
| Wealth Watch Advisors, INC | $1.5M | 33,456 | 0.47% | 6q | +75.8%+$626.6K |
| HBW ADVISORY SERVICES LLC | $1.4M | 33,109 | 0.13% | 6q | +2.5%+$34.7K |
| &PARTNERS | $1.3M | 30,151 | 0.01% | 7q | +7.0%+$85.1K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.2M | 27,469 | 0.00% | 7q | +108.5%+$620.6K |
| GREAT VALLEY ADVISOR GROUP, INC. | $1.2M | 26,805 | 0.02% | 6q | +30.0%+$268.6K |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.1M | 25,026 | 0.00% | 7q | +29.1%+$244.9K |
| Envestnet Portfolio Solutions, Inc. | $943.8K | 21,736 | 0.00% | 7q | +6.4%+$56.6K |
| Blackhawk Capital Partners, LLC | $940.0K | 21,648 | 0.31% | 6q | +32.6%+$230.9K |
| Asset Allocation Strategies LLC | $871.3K | 20,066 | 0.13% | 4q | +91.4%+$416.1K |
| INDEPENDENT FINANCIAL GROUP, LLC | $716.6K | 16,505 | 0.01% | 6q | -62.6%-$1.2M |
| MML INVESTORS SERVICES, LLC | $703.9K | 16,212 | 0.00% | 7q | +20.3%+$118.8K |
| SLT Holdings LLC | $698.5K | 16,088 | 0.44% | new | NEW |
| PRINCIPAL SECURITIES, INC. | $668.6K | 15,398 | 0.01% | 7q | +32.7%+$164.7K |
| Spectrum Wealth Advisory Group, LLC | $650.9K | 14,991 | 0.19% | new | NEW |
| Mutual Advisors, LLC | $620.0K | 14,278 | 0.01% | 5q | +36.6%+$166.1K |
| WORLD EQUITY GROUP, INC. | $612.8K | 14,114 | 0.14% | 8q | +4.9%+$28.8K |
| MANCHESTER FINANCIAL INC | $584.9K | 13,471 | 0.10% | 8q | +3.1%+$17.3K |
| Apollon Wealth Management, LLC | $529.8K | 12,201 | 0.01% | 6q | +43.3%+$160.0K |
| Geneos Wealth Management Inc. | $447.8K | 10,314 | 0.01% | 24q | HELD |
| IHT Wealth Management, LLC | $434.6K | 10,009 | 0.01% | 5q | -1.3%-$5.6K |
| World Investment Advisors | $425.7K | 9,844 | 0.01% | 2q | +19.4%+$69.2K |
| SILVER OAK SECURITIES, INCORPORATED | $423.5K | 9,753 | 0.03% | 3q | +29.2%+$95.6K |
| GeoWealth Management, LLC | $421.3K | 9,702 | 0.01% | 5q | +0.7%+$3.0K |
| NOVEM GROUP | $389.1K | 8,961 | 0.04% | 2q | +2.4%+$8.9K |
| PRIVATE CLIENT SERVICES, LLC | $384.9K | 8,864 | 0.10% | 4q | +1.1%+$4.3K |
| Pinnacle Financial Partners, Inc. | $342.2K | 7,881 | 0.00% | 3q | -9.1%-$34.4K |
| CEERA INVESTMENTS, LLC | $340.8K | 7,849 | 0.14% | 3q | +21.0%+$59.1K |
| Ashton Thomas Private Wealth, LLC | $339.3K | 7,814 | 0.01% | 3q | +9.5%+$29.4K |
| Founders Financial Alliance, LLC | $327.7K | 7,547 | 0.04% | 6q | HELD |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $325.3K | 7,492 | 0.12% | 9q | HELD |
| Crusonia Wealth Advisors LLC | $314.1K | 7,235 | 0.05% | 3q | HELD |
| LUTS & GREENLEIGH GROUP, INC. | $299.7K | 6,903 | 0.23% | 2q | HELD |
| LaSalle St. Investment Advisors, LLC | $288.8K | 6,652 | 0.04% | 5q | -2.0%-$5.8K |
| FIRST TRUST ADVISORS LP | $278.6K | 6,416 | 0.00% | 5q | -0.7%-$1.9K |
| First Heartland Consultants, Inc. | $266.6K | 6,139 | 0.02% | new | NEW |
| DAVENPORT & Co LLC | $254.4K | 5,859 | 0.00% | 8q | +3.1%+$7.7K |
| ABLE Financial Group, LLC | $248.5K | 5,724 | 0.04% | new | NEW |
| Western Wealth Management, LLC | $237.0K | 5,458 | 0.01% | 2q | +2.9%+$6.6K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $228.3K | 5,258 | 0.01% | new | NEW |
| IFG Advisory, LLC | $220.6K | 5,081 | 0.01% | new | NEW |
| Purewater Capital LLC | $216.4K | 4,985 | 0.16% | new | NEW |
| BlueChip Wealth Advisors LLC | $207.9K | 4,788 | 0.08% | new | NEW |
| Cullen/Frost Bankers, Inc. | $197.9K | 4,557 | 0.00% | 4q | +116.4%+$106.4K |
| GoalVest Advisory LLC | $126.0K | 2,902 | 0.02% | 4q | HELD |
| Synergy Investment Management, LLC | $104.8K | 2,413 | 0.03% | 2q | HELD |
| TOUNJIAN ADVISORY PARTNERS, LLC | $100.0K | 2,303 | 0.04% | new | NEW |
| Rossby Financial, LCC | $99.4K | 2,290 | 0.02% | 6q | HELD |
| Capital Investment Advisory Services, LLC | $68.6K | 1,580 | 0.00% | 25q | +6.7%+$4.3K |
| Signature Equity Partners, LLC | $52.3K | 1,205 | 0.02% | 3q | +2.0%+$1.0K |
| Coppell Advisory Solutions LLC | $44.3K | 34,615 | 0.00% | new | NEW |
| Smartleaf Asset Management LLC | $42.3K | 981 | 0.00% | 4q | HELD |
Showing the largest 100 of 131 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.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 127 | $542.3M | 12,481,313 | 24 | 60 | 21 | 0.0% |
| Q1 2026 | 106 | $417.0M | 10,771,644 | 15 | 59 | 21 | 0.0% |
| Q4 2025 | 104 | $350.0M | 8,951,672 | 13 | 41 | 31 | 0.0% |
| Q3 2025 | 89 | $290.7M | 7,493,263 | 17 | 42 | 23 | 0.0% |
| Q2 2025 | 76 | $231.8M | 6,382,234 | 16 | 36 | 15 | 0.0% |
| Q1 2025 | 65 | $153.7M | 4,560,473 | 28 | 30 | 4 | 0.0% |
| Q4 2024 | 44 | $61.2M | 1,770,637 | 28 | 8 | 1 | 0.0% |
| Q3 2024 | 12 | $4.8M | 140,988 | 5 | 3 | 2 | 0.0% |
| Q2 2024 | 8 | $3.2M | 101,324 | 4 | 1 | 2 | 0.0% |
| Q1 2024 | 6 | $1.0M | 32,520 | 1 | 1 | 2 | 0.0% |
| Q4 2023 | 6 | $1.0M | 37,656 | 0 | 2 | 2 | 0.0% |
| Q3 2023 | 7 | $2.1M | 85,402 | 1 | 3 | 0 | 0.0% |
| Q2 2023 | 7 | $2.1M | 82,296 | 1 | 0 | 2 | 0.0% |
| Q1 2023 | 6 | $1.3M | 55,626 | 1 | 1 | 1 | 0.0% |
| Q4 2022 | 6 | $1.4M | 61,714 | 0 | 2 | 1 | 0.0% |
| Q3 2022 | 7 | $2.0M | 95,600 | 0 | 4 | 0 | 0.0% |
| Q2 2022 | 8 | $2.2M | 99,443 | 2 | 1 | 2 | 0.0% |
| Q1 2022 | 8 | $2.4M | 90,181 | 1 | 2 | 2 | 0.0% |
| Q4 2021 | 8 | $2.0M | 72,505 | 0 | 1 | 1 | 0.0% |
| Q3 2021 | 10 | $2.1M | 82,443 | 4 | 1 | 1 | 0.0% |
| Q2 2021 | 8 | $6.2M | 243,848 | 1 | 3 | 2 | 0.0% |
| Q1 2021 | 8 | $4.5M | 189,499 | 2 | 3 | 1 | 0.0% |
| Q4 2020 | 7 | $3.8M | 168,609 | 2 | 1 | 1 | 0.0% |
| Q3 2020 | 4 | $512.0K | 25,356 | 2 | 0 | 1 | 0.0% |
| Q2 2020 | 3 | $849.0K | 45,026 | 1 | 2 | 0 | 0.0% |
| Q1 2020 | 3 | $1.3M | 82,590 | 2 | 0 | 1 | 0.0% |
| Q4 2019 | 1 | $873.0K | 42,553 | 1 | 0 | 0 | 0.0% |