FIRST TR EXCHNG TRADED FD VI (DAPR)
Institutional ownership reported to the SEC as of Q2 2026, across 21 quarters.
97
Reporting holders
$98.8M
Reported value
0.0%
Held as options
+16
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 |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | $9.1M | 223,138 | 0.00% | 21q | +75.9%+$3.9M |
| LPL Financial LLC | $6.1M | 149,614 | 0.00% | 15q | -18.2%-$1.4M |
| COMMONWEALTH EQUITY SERVICES, LLC | $6.1M | 148,769 | 0.01% | 21q | -1.7%-$107.5K |
| Mutual Advisors, LLC | $5.2M | 126,662 | 0.10% | 17q | -1.9%-$102.8K |
| OSAIC HOLDINGS, INC. | $5.1M | 125,321 | 0.01% | 21q | +49.5%+$1.7M |
| Cetera Investment Advisers | $4.3M | 105,832 | 0.00% | 21q | +33.4%+$1.1M |
| FOUNDERS FINANCIAL SECURITIES LLC | $3.8M | 92,085 | 0.19% | 8q | +13.3%+$442.9K |
| Bluespring Wealth Management, LLC | $3.6M | 87,170 | 0.07% | new | NEW |
| Tanglewood Legacy Advisors, LLC | $3.4M | 82,637 | 1.09% | 15q | +15.0%+$440.7K |
| HARBOUR INVESTMENTS, INC. | $2.9M | 72,060 | 0.04% | 20q | +22.6%+$543.6K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.7M | 66,774 | 0.00% | 7q | +118.9%+$1.5M |
| REAP Financial Group, LLC | $2.1M | 51,066 | 0.36% | 11q | +29.4%+$474.2K |
| Kestra Advisory Services, LLC | $2.0M | 49,958 | 0.01% | 17q | -4.7%-$101.7K |
| Commonwealth Financial Services, LLC | $2.0M | 49,902 | 0.27% | 9q | -11.5%-$265.1K |
| Ritter Daniher Financial Advisory LLC / DE | $1.8M | 43,585 | 0.27% | new | NEW |
| SMART Wealth LLC | $1.8M | 43,392 | 0.38% | 10q | +21.8%+$317.4K |
| Kovack Advisors, Inc. | $1.7M | 42,771 | 0.08% | 5q | +113.3%+$928.5K |
| MML INVESTORS SERVICES, LLC | $1.7M | 42,514 | 0.00% | 17q | +29.7%+$398.2K |
| Prime Capital Investment Advisors, LLC | $1.5M | 36,969 | 0.01% | 2q | +598.2%+$1.3M |
| LCNB CORP | $1.4M | 34,219 | 0.43% | 9q | +14.6%+$177.8K |
| Spectrum Asset Management, Inc. (NB/CA) | $1.3M | 32,760 | 0.37% | 5q | +370.4%+$1.1M |
| RAYMOND JAMES FINANCIAL INC | $1.2M | 30,485 | 0.00% | 7q | +60.8%+$471.0K |
| Stratos Wealth Partners, LTD. | $1.1M | 28,116 | 0.01% | 14q | -4.9%-$58.7K |
| Sowell Financial Services LLC | $1.1M | 27,986 | 0.04% | 3q | +4.0%+$43.7K |
| Mission Financial Group, LLC | $1.0M | 24,786 | 0.84% | 3q | +0.6%+$6.1K |
| CFC Planning Co LLC | $937.9K | 22,942 | 0.55% | 4q | +9.0%+$77.1K |
| Cypress Wealth Services, LLC | $934.0K | 22,848 | 0.11% | new | NEW |
| TRUIST FINANCIAL CORP | $875.0K | 21,404 | 0.00% | 13q | +42.7%+$261.9K |
| JPMORGAN CHASE & CO | $867.4K | 21,279 | 0.00% | new | NEW |
| Climber Capital SA | $862.5K | 21,140 | 0.53% | new | NEW |
| Clear Creek Financial Management, LLC | $859.4K | 21,023 | 0.06% | 9q | -2.0%-$17.7K |
| Rockefeller Capital Management L.P. | $804.4K | 19,677 | 0.00% | 21q | -21.1%-$215.3K |
| 1ST SOURCE BANK | $774.9K | 18,955 | 0.04% | new | NEW |
| OLD MISSION CAPITAL LLC | $757.1K | 18,520 | 0.01% | new | NEW |
| Waverly Advisors, LLC | $755.7K | 18,486 | 0.00% | 3q | HELD |
| Ameritas Advisory Services, LLC | $743.0K | 18,176 | 0.01% | 17q | +105.2%+$381.0K |
| Integrity Financial Corp /WA | $690.8K | 16,899 | 0.33% | 19q | +53.1%+$239.5K |
| CreativeOne Wealth, LLC | $615.1K | 15,046 | 0.01% | 5q | +33.2%+$153.2K |
| RFG Advisory, LLC | $599.6K | 14,667 | 0.01% | 5q | +9.6%+$52.3K |
| LifeWealth Investments, LLC | $591.4K | 14,467 | 0.16% | 7q | -17.9%-$128.6K |
| LVZ, Inc. | $551.9K | 13,500 | 0.06% | 17q | +157.6%+$337.7K |
| Barnes Wealth Management Group, Inc | $510.9K | 12,497 | 0.24% | 7q | +0.7%+$3.4K |
| UPTICK PARTNERS, LLC | $495.1K | 12,112 | 0.08% | new | NEW |
| Buck Wealth Strategies, LLC | $492.5K | 12,048 | 0.05% | 6q | -5.3%-$27.8K |
| Sanctuary Advisors, LLC | $491.2K | 12,015 | 0.00% | new | NEW |
| Sequent Planning LLC | $487.5K | 11,924 | 0.10% | new | NEW |
| TrueWealth Advisors, LLC | $450.4K | 11,018 | 0.10% | 17q | HELD |
| Oakmont Advisory Group, LLC | $437.2K | 10,695 | 0.37% | new | NEW |
| CARY STREET PARTNERS FINANCIAL LLC | $426.6K | 10,436 | 0.01% | new | NEW |
| COZAD ASSET MANAGEMENT INC | $395.9K | 9,684 | 0.03% | new | NEW |
| Santori & Peters, Inc. | $385.7K | 9,435 | 0.11% | new | NEW |
| SAGESPRING WEALTH PARTNERS, LLC | $364.4K | 8,913 | 0.01% | 5q | HELD |
| Nova Wealth Management, Inc. | $361.6K | 8,845 | 0.20% | 7q | -3.9%-$14.8K |
| JIM SAULNIER & ASSOCIATES, LLC | $361.1K | 8,834 | 0.15% | 8q | HELD |
| Apollon Wealth Management, LLC | $350.8K | 8,582 | 0.00% | 9q | +21.1%+$61.2K |
| Plotkin Financial Advisors, LLC | $339.3K | 8,300 | 0.14% | 15q | HELD |
| GTS SECURITIES LLC | $326.7K | 7,991 | 0.01% | 2q | -17.1%-$67.4K |
| Mariner, LLC | $322.7K | 7,893 | 0.00% | 9q | -5.5%-$18.7K |
| Per Stirling Capital Management, LLC. | $318.6K | 7,793 | 0.03% | 9q | +19.8%+$52.7K |
| IFP Advisors, Inc | $312.4K | 7,641 | 0.01% | 21q | +65.4%+$123.5K |
| StoneX Group Inc. | $304.2K | 7,440 | 0.01% | 9q | +18.1%+$46.6K |
| Delta Investment Management, LLC | $293.9K | 7,190 | 0.05% | 17q | HELD |
| TopTier Wealth Management, LLC | $272.1K | 6,655 | 0.16% | 3q | HELD |
| PRECEDENT WEALTH PARTNERS, LLC | $261.3K | 6,393 | 0.04% | new | NEW |
| Farther Finance Advisors, LLC | $256.0K | 6,262 | 0.00% | 6q | +2.9%+$7.2K |
| Foguth Wealth Management, LLC. | $255.8K | 6,257 | 0.03% | new | NEW |
| First Heartland Consultants, Inc. | $248.6K | 6,081 | 0.02% | 13q | +18.8%+$39.4K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $232.5K | 5,658 | 0.00% | 4q | HELD |
| WINNACLE WEALTH LLC | $216.2K | 5,288 | 0.15% | 4q | -0.7%-$1.5K |
| World Investment Advisors | $209.5K | 5,204 | 0.00% | new | NEW |
| Quad-Cities Investment Group, LLC | $206.2K | 5,045 | 0.07% | new | NEW |
| Brookstone Capital Management | $201.0K | 4,918 | 0.00% | new | NEW |
| Benson Wealth Management INC | $195.4K | 4,779 | 0.20% | 3q | HELD |
| TOUNJIAN ADVISORY PARTNERS, LLC | $194.8K | 4,766 | 0.08% | new | NEW |
| Capital Investment Advisory Services, LLC | $174.3K | 4,263 | 0.01% | 5q | +33.8%+$44.0K |
| AE Wealth Management LLC | $139.9K | 3,421 | 0.00% | 17q | +4.9%+$6.6K |
| EVOLUTION WEALTH MANAGEMENT INC. | $137.8K | 3,372 | 0.08% | 5q | -11.4%-$17.8K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $110.3K | 2,700 | 0.01% | new | NEW |
| MORGAN STANLEY | $103.8K | 2,540 | 0.00% | new | NEW |
| Hartford Financial Management Inc. | $79.6K | 1,948 | 0.02% | 16q | HELD |
| FIFTH THIRD BANCORP | $73.6K | 1,800 | 0.00% | 2q | HELD |
| LANARK FINANCIAL, INC. | $52.7K | 1,288 | 0.00% | 6q | +296.3%+$39.4K |
| Cape Investment Advisory, Inc. | $51.1K | 1,250 | 0.01% | new | NEW |
| Geneos Wealth Management Inc. | $48.5K | 1,186 | 0.00% | 8q | HELD |
| Kilter Group LLC | $45.7K | 1,119 | 0.02% | 5q | HELD |
| CoreCap Advisors, LLC | $44.0K | 1,076 | 0.00% | 10q | -22.0%-$12.4K |
| Smartleaf Asset Management LLC | $42.4K | 1,039 | 0.00% | 3q | HELD |
| DHJJ Financial Advisors, Ltd. | $42.3K | 1,035 | 0.01% | 12q | HELD |
| Triumph Capital Management | $38.4K | 940 | 0.01% | 3q | HELD |
| IMG Wealth Management, Inc. | $34.7K | 848 | 0.02% | 7q | HELD |
| Integrated Wealth Concepts LLC | $32.2K | 788 | 0.00% | new | NEW |
| BARCLAYS PLC | $30.4K | 744 | 0.00% | 8q | +145.5%+$18.0K |
| Steward Partners Investment Advisory, LLC | $11.6K | 283 | 0.00% | 16q | HELD |
| AdvisorNet Financial, Inc | $10.0K | 253 | 0.00% | 3q | HELD |
| Larson Financial Group LLC | $2.9K | 71 | 0.00% | 14q | HELD |
| COMPASS FINANCIAL MANAGEMENT LLC | $2.7K | 64 | 0.00% | new | FIRST |
| Wood Tarver Financial Group, LLC | $2.6K | 64,083 | 0.62% | 7q | HELD |
| Cambridge Investment Research Advisors, Inc. | $1.1K | 27,156 | 0.00% | 21q | +29.9% |
| CENTAURUS FINANCIAL, INC. | $386 | 9,445 | 0.01% | 17q | -62.8% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $41 | 1 | 0.00% | 5q | 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 |
|---|---|---|---|
| 2026-07-22 | 13G/A | First Trust Portfolios L.P.with 2 co-filers | 51.9% |
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 | 97 | $98.8M | 2,418,221 | 24 | 35 | 16 | 0.0% |
| Q1 2026 | 81 | $77.2M | 1,941,644 | 3 | 14 | 34 | 0.0% |
| Q4 2025 | 85 | $81.2M | 2,064,607 | 10 | 16 | 33 | 0.0% |
| Q3 2025 | 77 | $86.9M | 2,247,697 | 9 | 14 | 32 | 0.0% |
| Q2 2025 | 75 | $84.2M | 2,232,037 | 16 | 28 | 20 | 0.0% |
| Q1 2025 | 69 | $65.3M | 1,757,113 | 4 | 17 | 27 | 0.1% |
| Q4 2024 | 72 | $70.9M | 1,903,580 | 8 | 11 | 18 | 0.0% |
| Q3 2024 | 60 | $71.4M | 1,956,761 | 4 | 12 | 27 | 0.0% |
| Q2 2024 | 57 | $69.6M | 1,965,665 | 11 | 15 | 20 | 0.0% |
| Q1 2024 | 51 | $50.6M | 1,520,866 | 5 | 7 | 27 | 0.0% |
| Q4 2023 | 57 | $63.6M | 1,966,189 | 5 | 8 | 25 | 0.0% |
| Q3 2023 | 56 | $81.2M | 2,678,491 | 5 | 8 | 29 | 0.0% |
| Q2 2023 | 62 | $134.7M | 4,381,764 | 13 | 20 | 21 | 0.0% |
| Q1 2023 | 67 | $124.4M | 4,193,615 | 17 | 14 | 26 | 0.0% |
| Q4 2022 | 56 | $111.9M | 3,797,938 | 10 | 13 | 15 | 0.0% |
| Q3 2022 | 59 | $155.8M | 5,442,357 | 8 | 27 | 10 | 0.0% |
| Q2 2022 | 60 | $161.9M | 5,553,544 | 37 | 17 | 3 | 0.0% |
| Q1 2022 | 26 | $27.0M | 852,991 | 1 | 6 | 8 | 0.0% |
| Q4 2021 | 37 | $33.5M | 1,054,808 | 6 | 5 | 15 | 0.0% |
| Q3 2021 | 34 | $53.8M | 1,756,517 | 9 | 7 | 12 | 0.0% |
| Q2 2021 | 26 | $47.0M | 1,538,505 | 25 | 0 | 0 | 0.0% |