FIRST TR EXCHNG TRADED FD VI (AFSM)
Institutional ownership reported to the SEC as of Q2 2026, across 27 quarters.
36
Reporting holders
$88.5M
Reported value
0.0%
Held as options
+5
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 |
|---|---|---|---|---|---|
| James J. Burns & Company, LLC | $22.9M | 557,503 | 2.48% | 3q | +1.1%+$257.6K |
| LPL Financial LLC | $11.4M | 276,705 | 0.00% | 6q | +51.7%+$3.9M |
| ENVESTNET ASSET MANAGEMENT INC | $8.2M | 200,060 | 0.00% | 7q | HELD |
| TRUIST FINANCIAL CORP | $8.0M | 193,577 | 0.01% | 7q | HELD |
| JPMORGAN CHASE & CO | $5.5M | 136,071 | 0.00% | 4q | HELD |
| Cetera Investment Advisers | $3.5M | 85,525 | 0.00% | 7q | +1.7%+$60.3K |
| Federation des caisses Desjardins du Quebec | $3.3M | 80,760 | 0.01% | 8q | +2.6%+$83.3K |
| MGO ONE SEVEN LLC | $3.3M | 80,087 | 0.05% | 4q | +8.9%+$270.0K |
| Kestra Advisory Services, LLC | $3.1M | 75,033 | 0.01% | 8q | +166.9%+$1.9M |
| Arax Advisory Partners | $2.7M | 64,966 | 0.02% | new | NEW |
| IFG Advisory, LLC | $2.4M | 57,933 | 0.08% | new | NEW |
| Ethos Financial Group, LLC | $1.9M | 48,163 | 0.13% | 4q | +6.2%+$111.3K |
| Snowden Capital Advisors LLC | $1.8M | 44,509 | 0.04% | 8q | -11.3%-$233.4K |
| OSAIC HOLDINGS, INC. | $1.6M | 38,843 | 0.00% | 15q | -13.9%-$258.2K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.6M | 37,996 | 0.00% | new | NEW |
| ADVISORTRUST PARTNERS, LLC | $933.2K | 22,705 | 0.32% | 3q | +32.3%+$227.8K |
| Farther Finance Advisors, LLC | $799.6K | 19,455 | 0.01% | 5q | +523.0%+$671.3K |
| Crusonia Wealth Advisors LLC | $732.6K | 17,824 | 0.12% | 3q | -5.2%-$40.2K |
| FSB PREMIER WEALTH MANAGEMENT, INC. | $640.8K | 15,591 | 0.18% | 4q | +46.4%+$203.0K |
| Moors & Cabot, Inc. | $611.6K | 14,880 | 0.02% | 7q | -10.8%-$74.1K |
| Tower Research Capital LLC (TRC) | $588.6K | 14,320 | 0.01% | 2q | -51.8%-$631.5K |
| SMITH, MOORE & CO. | $500.4K | 12,176 | 0.03% | 7q | +22.1%+$90.6K |
| WORLD EQUITY GROUP, INC. | $446.9K | 10,873 | 0.10% | 8q | +5.6%+$23.9K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $396.5K | 9,646 | 0.00% | 5q | +5.5%+$20.7K |
| Arkadios Wealth Advisors | $259.7K | 6,319 | 0.00% | 3q | HELD |
| RFG Advisory, LLC | $243.2K | 5,916 | 0.00% | 2q | -13.9%-$39.4K |
| INDEPENDENT FINANCIAL GROUP, LLC | $223.3K | 5,434 | 0.00% | new | NEW |
| Prospera Financial Services Inc | $219.8K | 5,348 | 0.00% | new | NEW |
| Sigma Planning Corp | $213.6K | 5,198 | 0.01% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $207.7K | 5,053 | 0.00% | new | NEW |
| JANE STREET GROUP, LLC | $205.3K | 4,995 | 0.00% | new | NEW |
| NATIONAL BANK OF CANADA /FI/ | $45.8K | 1,118 | 0.00% | 7q | HELD |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $39.9K | 970 | 0.00% | 10q | -15.9%-$7.6K |
| HARBOUR INVESTMENTS, INC. | $39.7K | 965 | 0.00% | 6q | -20.6%-$10.3K |
| MORGAN STANLEY | $23.2K | 564 | 0.00% | 5q | +37.6%+$6.3K |
| Founders Financial Alliance, LLC | $10.3K | 250 | 0.00% | 2q | HELD |
| Thrivent Financial for Lutherans | $526 | 12,793 | 0.00% | new | NEW |
| WEDBUSH SECURITIES INC | $288 | 7,000 | 0.01% | 3q | HELD |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-07-10 | 13G/A | TRUIST FINANCIAL CORP | 6.9% |
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 | 36 | $88.5M | 2,157,331 | 8 | 14 | 8 | 0.0% |
| Q1 2026 | 31 | $75.8M | 2,312,474 | 5 | 17 | 4 | 0.0% |
| Q4 2025 | 28 | $56.8M | 1,727,922 | 3 | 8 | 11 | 0.0% |
| Q3 2025 | 30 | $44.7M | 1,366,937 | 9 | 11 | 4 | 0.0% |
| Q2 2025 | 25 | $33.8M | 1,130,223 | 8 | 9 | 5 | 0.0% |
| Q1 2025 | 21 | $30.4M | 1,087,836 | 3 | 12 | 6 | 0.0% |
| Q4 2024 | 19 | $30.1M | 1,002,285 | 8 | 8 | 1 | 0.0% |
| Q3 2024 | 11 | $7.7M | 248,946 | 5 | 1 | 2 | 0.0% |
| Q2 2024 | 10 | $7.4M | 262,388 | 5 | 1 | 3 | 0.0% |
| Q1 2024 | 5 | $1.2M | 42,514 | 2 | 2 | 1 | 0.0% |
| Q4 2023 | 6 | $2.5M | 90,252 | 1 | 0 | 3 | 0.0% |
| Q3 2023 | 5 | $2.3M | 97,569 | 0 | 2 | 2 | 0.0% |
| Q2 2023 | 6 | $2.4M | 95,527 | 1 | 2 | 2 | 0.0% |
| Q1 2023 | 5 | $2.1M | 89,579 | 2 | 2 | 1 | 0.0% |
| Q4 2022 | 4 | $2.3M | 138,836 | 3 | 1 | 0 | 0.0% |
| Q3 2022 | 3 | $417.1K | 20,046 | 1 | 1 | 1 | 0.0% |
| Q2 2022 | 4 | $644.0K | 29,629 | 1 | 2 | 1 | 0.0% |
| Q1 2022 | 4 | $869.0K | 33,886 | 1 | 2 | 0 | 0.0% |
| Q4 2021 | 3 | $684.0K | 24,656 | 0 | 0 | 1 | 0.0% |
| Q3 2021 | 4 | $1.3M | 49,566 | 1 | 2 | 0 | 0.0% |
| Q2 2021 | 3 | $404.0K | 15,170 | 1 | 0 | 1 | 0.0% |
| Q1 2021 | 3 | $576.0K | 22,963 | 0 | 0 | 1 | 0.0% |
| Q4 2020 | 2 | $674.0K | 30,483 | 0 | 1 | 1 | 0.0% |
| Q3 2020 | 2 | $468.0K | 25,992 | 1 | 0 | 1 | 0.0% |
| Q2 2020 | 1 | $608.0K | 36,138 | 0 | 1 | 0 | 0.0% |
| Q1 2020 | 2 | $694.0K | 50,733 | 1 | 0 | 1 | 0.0% |
| Q4 2019 | 1 | $943.0K | 45,954 | 1 | 0 | 0 | 0.0% |