FIRST TR EXCHNG TRADED FD VI (AFMC)
Institutional ownership reported to the SEC as of Q2 2026, across 27 quarters.
49
Reporting holders
$134.3M
Reported value
0.0%
Held as options
+3
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 | $53.6M | 1,306,979 | 0.01% | 6q | +4.5%+$2.3M |
| Private Advisor Group, LLC | $8.5M | 207,227 | 0.04% | 5q | +27.6%+$1.8M |
| Cetera Investment Advisers | $8.4M | 204,557 | 0.01% | 6q | +1.5%+$122.0K |
| Sovran Advisors, LLC | $5.2M | 126,207 | 0.38% | 6q | +263.9%+$3.7M |
| Kestra Advisory Services, LLC | $4.9M | 119,589 | 0.02% | 11q | +3.9%+$183.6K |
| COMMONWEALTH EQUITY SERVICES, LLC | $4.7M | 114,694 | 0.01% | 6q | +4.1%+$183.6K |
| Farther Finance Advisors, LLC | $4.2M | 103,089 | 0.03% | 5q | +27.7%+$917.5K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $3.8M | 91,753 | 0.04% | 6q | -3.7%-$145.1K |
| Geneos Wealth Management Inc. | $3.5M | 86,256 | 0.07% | 6q | +4.2%+$143.7K |
| Brookwood Investment Group LLC | $3.1M | 75,414 | 0.35% | 6q | -11.5%-$400.9K |
| OneAscent Financial Services LLC | $3.0M | 73,402 | 0.14% | new | NEW |
| &PARTNERS | $2.7M | 66,566 | 0.01% | 7q | +28.7%+$608.4K |
| Arax Advisory Partners | $2.5M | 62,040 | 0.02% | new | NEW |
| OSAIC HOLDINGS, INC. | $2.2M | 53,773 | 0.00% | 14q | -10.3%-$251.9K |
| STIFEL FINANCIAL CORP | $2.0M | 49,380 | 0.00% | new | NEW |
| CRUX WEALTH ADVISORS | $1.8M | 44,384 | 0.63% | 3q | +0.8%+$14.1K |
| Avior Wealth Management, LLC | $1.7M | 42,084 | 0.05% | 2q | -42.3%-$1.3M |
| Integrated Wealth Concepts LLC | $1.6M | 39,420 | 0.01% | new | NEW |
| Stratos Wealth Partners, LTD. | $1.6M | 38,770 | 0.02% | 2q | +206.7%+$1.1M |
| PKS Advisory Services, LLC | $1.5M | 37,269 | 0.24% | 6q | -0.8%-$12.8K |
| Prosperity Financial Group, Inc. | $1.2M | 29,941 | 0.38% | 10q | +1.6%+$19.2K |
| JPMORGAN CHASE & CO | $1.1M | 25,974 | 0.00% | new | NEW |
| FSB PREMIER WEALTH MANAGEMENT, INC. | $1.0M | 25,428 | 0.29% | 4q | +25.0%+$208.3K |
| Kingsview Wealth Management, LLC | $1.0M | 25,108 | 0.01% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $1.0M | 24,760 | 0.00% | 7q | +18.5%+$158.6K |
| SMITH, MOORE & CO. | $1.0M | 24,549 | 0.07% | 14q | +17.0%+$146.5K |
| Moors & Cabot, Inc. | $961.9K | 23,472 | 0.04% | 7q | -13.0%-$143.5K |
| Tower Research Capital LLC (TRC) | $806.0K | 19,668 | 0.02% | 2q | -52.2%-$881.4K |
| Keystone Wealth Services, LLC | $684.9K | 16,712 | 0.13% | 2q | +101.3%+$344.7K |
| MGO ONE SEVEN LLC | $679.2K | 16,575 | 0.01% | 6q | +5.7%+$36.6K |
| CITADEL ADVISORS LLC | $656.1K | 16,010 | 0.00% | 2q | -52.4%-$721.6K |
| Arkadios Wealth Advisors | $504.6K | 12,313 | 0.01% | 5q | HELD |
| Simplicity Wealth,LLC | $500.2K | 12,205 | 0.02% | 2q | +5.8%+$27.4K |
| Mutual Advisors, LLC | $457.8K | 11,171 | 0.01% | 4q | HELD |
| Prospera Financial Services Inc | $426.1K | 10,398 | 0.01% | 5q | +1.0%+$4.4K |
| WORLD EQUITY GROUP, INC. | $358.2K | 8,741 | 0.08% | 8q | +7.2%+$24.0K |
| OxenFree Capital LLC | $266.6K | 6,653 | 0.12% | 11q | -3.6%-$9.8K |
| TRUIST FINANCIAL CORP | $227.8K | 5,558 | 0.00% | new | NEW |
| CALTON & ASSOCIATES, INC. | $212.9K | 5,194 | 0.03% | new | NEW |
| PCG Wealth Advisors, LLC | $210.1K | 5,127 | 0.05% | new | NEW |
| Steward Partners Investment Advisory, LLC | $106.3K | 2,593 | 0.00% | 11q | +92.5%+$51.1K |
| HARBOUR INVESTMENTS, INC. | $90.4K | 2,206 | 0.00% | 10q | -10.0%-$10.0K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $57.6K | 1,418 | 0.00% | 3q | HELD |
| Founders Financial Alliance, LLC | $48.4K | 1,181 | 0.01% | 2q | HELD |
| Golden State Wealth Management, LLC | $17.6K | 429 | 0.00% | 5q | HELD |
| MPWM ADVISORY SOLUTIONS, LLC | $16.2K | 395 | 0.01% | new | NEW |
| NewEdge Advisors, LLC | $14.5K | 354 | 0.00% | new | NEW |
| Global Retirement Partners, LLC | $8.2K | 200 | 0.00% | 4q | -60.0%-$12.3K |
| Cambridge Investment Research Advisors, Inc. | $7.2K | 175,106 | 0.01% | 9q | -16.2%-$1.4K |
| ROYAL BANK OF CANADA | $6.0K | 135 | 0.00% | new | NEW |
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 | 49 | $134.3M | 3,277,321 | 12 | 21 | 11 | 0.0% |
| Q1 2026 | 46 | $105.2M | 2,957,880 | 12 | 22 | 9 | 0.0% |
| Q4 2025 | 41 | $70.2M | 2,034,213 | 7 | 16 | 11 | 0.0% |
| Q3 2025 | 39 | $66.7M | 1,944,144 | 7 | 21 | 6 | 0.0% |
| Q2 2025 | 35 | $50.7M | 1,577,235 | 9 | 17 | 6 | 0.0% |
| Q1 2025 | 28 | $27.9M | 917,013 | 12 | 12 | 0 | 0.0% |
| Q4 2024 | 16 | $7.9M | 250,202 | 6 | 6 | 3 | 0.0% |
| Q3 2024 | 12 | $6.6M | 203,792 | 1 | 8 | 2 | 0.0% |
| Q2 2024 | 14 | $19.4M | 665,981 | 2 | 7 | 2 | 0.0% |
| Q1 2024 | 12 | $5.4M | 179,071 | 4 | 2 | 5 | 0.0% |
| Q4 2023 | 10 | $4.2M | 158,873 | 5 | 3 | 1 | 0.0% |
| Q3 2023 | 5 | $2.6M | 110,152 | 2 | 0 | 2 | 0.0% |
| Q2 2023 | 4 | $2.8M | 110,795 | 0 | 0 | 2 | 0.0% |
| Q1 2023 | 4 | $3.1M | 134,309 | 3 | 0 | 1 | 0.0% |
| Q4 2022 | 1 | $12.3K | 554 | 0 | 0 | 0 | 0.0% |
| Q3 2022 | 4 | $297.0K | 14,803 | 1 | 0 | 2 | 0.0% |
| Q2 2022 | 3 | $331.0K | 16,041 | 1 | 0 | 2 | 0.0% |
| Q1 2022 | 6 | $1.9M | 79,814 | 3 | 2 | 1 | 0.0% |
| Q4 2021 | 4 | $985.0K | 36,951 | 2 | 0 | 0 | 0.0% |
| Q3 2021 | 3 | $392.0K | 15,744 | 2 | 0 | 1 | 0.0% |
| Q2 2021 | 1 | $621.0K | 24,472 | 0 | 0 | 1 | 0.0% |
| Q1 2021 | 1 | $883.0K | 36,434 | 0 | 0 | 1 | 0.0% |
| Q4 2020 | 2 | $873.0K | 40,850 | 0 | 1 | 0 | 0.0% |
| Q3 2020 | 2 | $716.0K | 40,350 | 1 | 1 | 0 | 0.0% |
| Q2 2020 | 1 | $552.0K | 32,618 | 0 | 1 | 0 | 0.0% |
| Q1 2020 | 2 | $645.0K | 45,383 | 1 | 0 | 1 | 0.0% |
| Q4 2019 | 1 | $965.0K | 47,211 | 1 | 0 | 0 | 0.0% |