FIRST TR EXCHNG TRADED FD VI (APXM)
Institutional ownership reported to the SEC as of Q2 2026, across 5 quarters.
18
Reporting holders
$6.0M
Reported value
0.0%
Held as options
+8
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 |
|---|---|---|---|---|---|
| Madrona Financial Services, LLC | $706.1K | 22,284 | 0.13% | 5q | +232.4%+$493.7K |
| Kestra Advisory Services, LLC | $602.3K | 19,010 | 0.00% | 5q | +171.6%+$380.5K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $593.8K | 18,741 | 0.00% | new | NEW |
| HBW ADVISORY SERVICES LLC | $574.3K | 18,125 | 0.05% | new | NEW |
| OLD MISSION CAPITAL LLC | $512.7K | 16,182 | 0.01% | new | NEW |
| Foundations Investment Advisors, LLC | $490.9K | 15,494 | 0.01% | new | NEW |
| Chris Bulman Inc | $490.9K | 15,494 | 0.18% | new | NEW |
| VICTORY FINANCIAL GROUP, LLC | $479.2K | 15,123 | 0.05% | 5q | +18.1%+$73.4K |
| COMMONWEALTH EQUITY SERVICES, LLC | $372.4K | 11,754 | 0.00% | new | NEW |
| Ameritas Advisory Services, LLC | $267.4K | 8,440 | 0.01% | new | NEW |
| Sovran Advisors, LLC | $252.5K | 7,952 | 0.02% | 2q | HELD |
| VestGen Advisors, LLC | $201.5K | 6,361 | 0.01% | 2q | HELD |
| HARBOUR INVESTMENTS, INC. | $159.7K | 5,040 | 0.00% | 5q | +233.8%+$111.8K |
| AE Wealth Management LLC | $100.0K | 3,156 | 0.00% | new | NEW |
| Integrity Financial Corp /WA | $94.4K | 2,979 | 0.05% | 5q | +644.8%+$81.7K |
| DHJJ Financial Advisors, Ltd. | $44.4K | 1,402 | 0.01% | 5q | HELD |
| Steward Partners Investment Advisory, LLC | $26.4K | 832 | 0.00% | 5q | HELD |
| BARCLAYS PLC | $8.4K | 264 | 0.00% | 4q | 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 |
|---|---|---|---|
| 2026-07-17 | 13G/A | First Trust Portfolios L.P.with 2 co-filers | 26.1% |
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 | 18 | $6.0M | 188,633 | 8 | 5 | 0 | 0.0% |
| Q1 2026 | 10 | $1.4M | 45,231 | 2 | 0 | 0 | 0.0% |
| Q4 2025 | 10 | $1.9M | 62,490 | 0 | 3 | 0 | 0.0% |
| Q3 2025 | 13 | $2.2M | 73,175 | 3 | 2 | 0 | 0.0% |
| Q2 2025 | 12 | $2.3M | 74,769 | 12 | 0 | 0 | 0.0% |