HolderBook

FIRST TR EXCHNG TRADED FD VI (AUGM)

Institutional ownership reported to the SEC as of Q2 2026, across 8 quarters.

35
Reporting holders
$14.0M
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

FilerValueShares Their book Held Change
SUSQUEHANNA INTERNATIONAL GROUP, LLP$2.3M66,2150.00%8q+4.3%+$96.3K
Cetera Investment Advisers$1.1M30,0340.00%8qHELD
Kestra Advisory Services, LLC$1.0M29,2590.00%8q-8.6%-$96.9K
OLD MISSION CAPITAL LLC$780.1K22,2580.01%3q-42.6%-$578.0K
Glen Eagle Advisors, LLC$594.8K16,9700.08%8q-9.3%-$60.6K
IFP Advisors, Inc$561.5K16,0200.01%8qHELD
COMMONWEALTH EQUITY SERVICES, LLC$548.2K15,6400.00%8q-44.1%-$432.9K
Grantvest Financial Group LLC$530.1K15,1240.31%7q-3.4%-$18.8K
Clear Creek Financial Management, LLC$488.1K13,9270.03%8q-4.8%-$24.5K
AE Wealth Management LLC$449.9K12,8360.00%8q-2.0%-$9.1K
TRUIST FINANCIAL CORP$424.6K12,1150.00%8qHELD
CAPTRUST FINANCIAL ADVISORS$394.3K11,2500.00%8qHELD
Ameritas Advisory Services, LLC$392.7K11,2030.01%3q+9.3%+$33.5K
OSAIC HOLDINGS, INC.$387.7K11,0600.00%8q+172.4%+$245.3K
Main Street Financial Solutions, LLC$385.1K10,9860.02%8qHELD
Americana Partners, LLC$354.2K10,1050.01%4q-1.7%-$6.1K
Ashton Thomas Private Wealth, LLC$344.2K9,8190.01%7qHELD
Triumph Capital Management$336.6K9,6030.06%3qHELD
Waverly Advisors, LLC$331.9K9,4680.00%3q-13.7%-$52.8K
Mariner, LLC$287.3K8,1960.00%5qHELD
Brookstone Capital Management$275.7K7,8650.00%5q-2.0%-$5.5K
Madrona Financial Services, LLC$270.5K7,7170.05%4qHELD
ENVESTNET ASSET MANAGEMENT INC$249.4K7,1150.00%7q-39.0%-$159.3K
Buck Wealth Strategies, LLC$223.1K6,3660.02%5qHELD
MML INVESTORS SERVICES, LLC$220.1K6,2800.00%5q-15.1%-$39.2K
HBW ADVISORY SERVICES LLC$210.3K6,0000.02%4qHELD
CreativeOne Wealth, LLC$203.0K5,7930.00%newNEW
EVOLUTION WEALTH MANAGEMENT INC.$131.4K3,7480.08%4qHELD
BARCLAYS PLC$72.4K2,0660.00%3qHELD
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$54.7K1,5600.00%newNEW
CREATIVE FINANCIAL DESIGNS INC /ADV$47.8K1,3630.00%7qHELD
DHJJ Financial Advisors, Ltd.$26.3K7510.01%4qHELD
HARBOUR INVESTMENTS, INC.$10.9K3100.00%4q-41.2%-$7.6K
Clearstead Advisors, LLC$3.5K1000.00%newNEW
Integrity Financial Corp /WA$1.1K320.00%8qHELD
CENTAURUS FINANCIAL, INC.$52614,9990.02%4qHELD
Janney Montgomery Scott LLC$37410,6840.00%4q-12.9%
Cambridge Investment Research Advisors, Inc.$3209,1380.00%8qHELD
Capital Analysts, LLC$541,5360.00%8qHELD
CX Institutional$329000.00%3qHELD

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 →

FiledFormFiler % of class
2026-07-1413G/AFirst Trust Portfolios L.P.with 2 co-filers14.0%

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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202635$14.0M399,15433130.0%
Q1 202640$15.7M464,5193680.0%
Q4 202540$13.0M383,2507390.0%
Q3 202535$12.4M367,798101070.0%
Q2 202527$8.9M271,7483390.0%
Q1 202529$11.8M372,7231780.0%
Q4 202430$13.8M431,7096460.0%
Q3 202426$20.7M655,10126000.0%