FIRST TR EXCHNG TRADED FD VI (DDEC)
Institutional ownership reported to the SEC as of Q2 2026, across 23 quarters.
122
Reporting holders
$192.6M
Reported value
0.0%
Held as options
+1
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 |
|---|---|---|---|---|---|
| Decker Wealth Management LLC | $18.3M | 386,400 | 3.89% | 3q | +1.7%+$306.9K |
| First International Bank of Israel Ltd. | $13.0M | 275,000 | 3.55% | 3q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $9.5M | 200,565 | 0.00% | 19q | +71.2%+$4.0M |
| LPL Financial LLC | $9.5M | 200,242 | 0.00% | 13q | +13.8%+$1.2M |
| OSAIC HOLDINGS, INC. | $9.1M | 192,641 | 0.01% | 23q | -2.9%-$270.0K |
| Bluespring Wealth Management, LLC | $8.8M | 185,292 | 0.17% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $8.1M | 171,452 | 0.01% | 19q | -11.3%-$1.0M |
| Cetera Investment Advisers | $6.9M | 146,664 | 0.01% | 18q | +4.9%+$325.8K |
| Kestra Advisory Services, LLC | $6.1M | 129,097 | 0.02% | 19q | -30.0%-$2.6M |
| Hartford Financial Management Inc. | $5.8M | 121,510 | 1.28% | 12q | +2.3%+$130.0K |
| Spectrum Asset Management, Inc. (NB/CA) | $5.6M | 118,323 | 1.56% | 3q | -0.7%-$41.7K |
| HARBOUR INVESTMENTS, INC. | $5.4M | 113,999 | 0.07% | 21q | HELD |
| Ritter Daniher Financial Advisory LLC / DE | $4.4M | 92,646 | 0.67% | 4q | -0.7%-$30.8K |
| FOUNDERS FINANCIAL SECURITIES LLC | $3.9M | 82,308 | 0.20% | 8q | +12.6%+$435.3K |
| REAP Financial Group, LLC | $3.7M | 78,584 | 0.64% | 11q | -23.3%-$1.1M |
| Global Retirement Partners, LLC | $3.6M | 75,622 | 0.05% | 16q | -2.0%-$73.7K |
| Aptus Capital Advisors, LLC | $3.1M | 65,300 | 0.02% | 15q | HELD |
| GUARDIAN WEALTH ADVISORS, LLC / NC | $3.1M | 65,300 | 0.17% | 15q | HELD |
| RAYMOND JAMES FINANCIAL INC | $2.5M | 52,755 | 0.00% | 7q | -1.3%-$31.6K |
| Santori & Peters, Inc. | $2.3M | 48,048 | 0.64% | 5q | -25.3%-$772.4K |
| Ignite Planners, LLC | $2.2M | 45,749 | 0.30% | 15q | -1.2%-$25.4K |
| BEACON FINANCIAL GROUP | $2.1M | 44,039 | 0.19% | 11q | -6.0%-$133.9K |
| Strategic Blueprint, LLC | $2.0M | 41,557 | 0.10% | 19q | -1.6%-$31.6K |
| MML INVESTORS SERVICES, LLC | $1.9M | 40,086 | 0.00% | 11q | +14.3%+$237.5K |
| PRECEDENT WEALTH PARTNERS, LLC | $1.7M | 36,876 | 0.29% | 7q | HELD |
| Mission Financial Group, LLC | $1.7M | 36,347 | 1.43% | 3q | -1.4%-$24.3K |
| SAGESPRING WEALTH PARTNERS, LLC | $1.7M | 36,106 | 0.03% | 7q | HELD |
| Ameritas Advisory Services, LLC | $1.7M | 35,599 | 0.03% | 15q | +161.5%+$1.0M |
| MONEY CONCEPTS CAPITAL CORP | $1.7M | 35,478 | 0.08% | 7q | -2.4%-$42.1K |
| Clear Creek Financial Management, LLC | $1.6M | 33,806 | 0.10% | 6q | +0.5%+$8.4K |
| Prosperity Consulting Group, LLC | $1.5M | 32,349 | 0.06% | 8q | -2.7%-$42.6K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.4M | 29,787 | 0.00% | 14q | +297.5%+$1.1M |
| Nova Wealth Management, Inc. | $1.4M | 28,998 | 0.76% | 7q | HELD |
| Commonwealth Financial Services, LLC | $1.4M | 28,772 | 0.18% | 3q | HELD |
| Glen Eagle Advisors, LLC | $1.2M | 25,834 | 0.15% | 22q | -7.5%-$98.8K |
| SPINNAKER TRUST | $1.2M | 25,674 | 0.06% | 14q | -1.5%-$18.7K |
| Integrity Financial Corp /WA | $1.2M | 24,937 | 0.56% | 19q | -6.0%-$75.4K |
| CFC Planning Co LLC | $1.2M | 24,335 | 0.67% | 4q | +7.4%+$79.6K |
| Capasso Planning Partners LLC | $1.1M | 23,006 | 0.54% | 6q | +1.1%+$11.7K |
| Quartz Partners, LLC | $1.1M | 22,215 | 0.34% | 4q | +21.7%+$187.6K |
| JPMORGAN CHASE & CO | $1.0M | 21,280 | 0.00% | 12q | +278.4%+$739.5K |
| LifeWealth Investments, LLC | $996.4K | 21,033 | 0.27% | 7q | HELD |
| WORLD EQUITY GROUP, INC. | $904.4K | 19,090 | 0.20% | 13q | HELD |
| Waverly Advisors, LLC | $840.1K | 17,733 | 0.00% | 3q | -0.8%-$6.4K |
| TRUIST FINANCIAL CORP | $816.1K | 17,227 | 0.00% | 15q | +40.4%+$234.8K |
| Kovack Advisors, Inc. | $813.8K | 17,183 | 0.04% | 3q | -4.0%-$33.7K |
| GTS SECURITIES LLC | $813.3K | 17,167 | 0.02% | 2q | +102.4%+$411.4K |
| Optivise Advisory Services LLC | $808.3K | 17,061 | 0.41% | 7q | HELD |
| Tanglewood Legacy Advisors, LLC | $789.6K | 16,666 | 0.25% | 15q | HELD |
| Falcon Wealth Planning | $786.6K | 16,603 | 0.05% | 3q | HELD |
| 1ST SOURCE BANK | $782.7K | 16,522 | 0.04% | 2q | +1.1%+$8.2K |
| Sowell Financial Services LLC | $728.1K | 15,368 | 0.02% | 15q | -1.9%-$13.8K |
| MGO ONE SEVEN LLC | $725.8K | 15,321 | 0.01% | 3q | HELD |
| Sanctuary Advisors, LLC | $675.4K | 14,257 | 0.00% | 7q | HELD |
| Buck Wealth Strategies, LLC | $660.1K | 13,934 | 0.07% | 6q | HELD |
| IFP Advisors, Inc | $652.4K | 13,772 | 0.01% | 19q | +58.3%+$240.2K |
| Clark Capital Management Group, Inc. | $634.4K | 13,392 | 0.00% | 4q | HELD |
| RFG Advisory, LLC | $622.8K | 13,147 | 0.01% | 5q | +8.8%+$50.2K |
| MTM Investment Management, LLC | $500.8K | 10,570 | 0.14% | 7q | HELD |
| NewEdge Advisors, LLC | $491.2K | 10,369 | 0.00% | 17q | HELD |
| McKinley Carter Wealth Services, Inc. | $464.3K | 9,800 | 0.02% | 19q | HELD |
| &PARTNERS | $458.8K | 9,685 | 0.00% | 3q | HELD |
| FIDUCIARY FINANCIAL ADVISORS | $445.2K | 9,399 | 0.05% | new | NEW |
| Mutual Advisors, LLC | $416.6K | 8,794 | 0.01% | 2q | -3.7%-$16.1K |
| Advisory Services Network, LLC | $403.4K | 8,515 | 0.00% | 10q | HELD |
| Madrona Financial Services, LLC | $389.3K | 8,218 | 0.07% | 3q | HELD |
| Sage Capital Advisors,llc | $367.4K | 7,756 | 0.08% | 16q | HELD |
| Cottage Street Advisors LLC | $366.0K | 7,725 | 0.14% | 6q | -20.3%-$93.4K |
| Stratos Wealth Partners, LTD. | $361.6K | 7,632 | 0.00% | 14q | HELD |
| SOA Wealth Advisors, LLC. | $359.2K | 7,582 | 0.06% | 19q | HELD |
| First Heartland Consultants, Inc. | $356.6K | 7,527 | 0.02% | 5q | HELD |
| ATX Financial Planning, LLC | $339.9K | 7,175 | 0.22% | 3q | +16.0%+$46.9K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $339.3K | 7,121 | 0.00% | 8q | +5.0%+$16.2K |
| StoneX Group Inc. | $337.4K | 7,121 | 0.01% | 18q | -6.5%-$23.6K |
| Prime Capital Investment Advisors, LLC | $335.5K | 7,082 | 0.00% | 2q | -3.1%-$10.7K |
| HighTower Advisors, LLC | $328.5K | 6,935 | 0.00% | new | NEW |
| Capital Investment Advisory Services, LLC | $326.6K | 6,894 | 0.02% | 11q | -1.7%-$5.6K |
| Grantvest Financial Group LLC | $323.6K | 6,831 | 0.19% | 6q | -18.4%-$72.8K |
| Vestmark Advisory Solutions, Inc. | $320.4K | 6,763 | 0.00% | 3q | HELD |
| ELEVATION POINT WEALTH PARTNERS, LLC | $320.4K | 6,763 | 0.01% | 4q | HELD |
| Wedmont Private Capital | $297.8K | 6,250 | 0.01% | 2q | HELD |
| Certified Advisory Corp | $294.7K | 6,220 | 0.02% | 9q | HELD |
| Per Stirling Capital Management, LLC. | $290.3K | 6,129 | 0.03% | 5q | HELD |
| Mariner, LLC | $289.0K | 6,100 | 0.00% | 10q | -9.0%-$28.4K |
| Accelerate Investment Advisors LLC | $286.5K | 6,048 | 0.16% | 7q | HELD |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $271.8K | 5,737 | 0.00% | 5q | HELD |
| HERITAGE OAK WEALTH ADVISORS LLC | $271.4K | 5,728 | 0.08% | 6q | HELD |
| Legacy Capital Wealth Partners, LLC | $261.1K | 5,512 | 0.05% | 5q | HELD |
| BRIGHTON JONES LLC | $252.9K | 5,338 | 0.00% | 2q | HELD |
| EVOLUTION WEALTH MANAGEMENT INC. | $244.5K | 5,161 | 0.14% | 5q | HELD |
| Pinnacle Wealth Planning Services, Inc. | $236.9K | 5,000 | 0.02% | 2q | HELD |
| Sequent Planning LLC | $236.5K | 4,992 | 0.05% | 2q | HELD |
| UPTICK PARTNERS, LLC | $224.1K | 4,730 | 0.03% | new | NEW |
| FIRST TRUST ADVISORS LP | $223.2K | 4,712 | 0.00% | new | NEW |
| ARBOR CAPITAL MANAGEMENT INC /ADV | $216.2K | 4,572 | 0.21% | 11q | -54.2%-$256.0K |
| Steward Partners Investment Advisory, LLC | $215.9K | 4,557 | 0.00% | 15q | -3.0%-$6.7K |
| Comprehensive Financial Consultants Institutional, Inc. | $210.3K | 4,440 | 0.06% | 3q | -7.0%-$15.8K |
| Lakeridge Wealth Management LLC | $209.2K | 4,415 | 0.08% | new | NEW |
| Grant Street Asset Management, Inc. | $207.6K | 4,383 | 0.03% | 4q | -7.6%-$17.1K |
| VestGen Advisors, LLC | $202.9K | 4,282 | 0.01% | 2q | 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 | 37.4% |
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 | 122 | $192.6M | 4,065,852 | 10 | 23 | 37 | 0.0% |
| Q1 2026 | 121 | $174.7M | 3,943,569 | 17 | 28 | 38 | 0.0% |
| Q4 2025 | 112 | $178.1M | 3,949,174 | 17 | 24 | 36 | 0.0% |
| Q3 2025 | 97 | $119.4M | 2,733,216 | 8 | 17 | 35 | 0.0% |
| Q2 2025 | 96 | $114.3M | 2,736,326 | 11 | 17 | 35 | 0.0% |
| Q1 2025 | 97 | $126.2M | 3,217,571 | 10 | 33 | 25 | 0.0% |
| Q4 2024 | 95 | $115.7M | 2,880,004 | 19 | 18 | 34 | 0.0% |
| Q3 2024 | 76 | $166.5M | 4,218,805 | 9 | 8 | 34 | 0.0% |
| Q2 2024 | 76 | $164.9M | 4,280,355 | 7 | 7 | 39 | 0.0% |
| Q1 2024 | 73 | $173.2M | 4,623,647 | 9 | 25 | 23 | 0.0% |
| Q4 2023 | 70 | $177.3M | 4,956,553 | 14 | 24 | 15 | 0.0% |
| Q3 2023 | 54 | $131.6M | 3,921,278 | 6 | 11 | 22 | 0.0% |
| Q2 2023 | 56 | $151.8M | 4,500,243 | 5 | 9 | 21 | 0.0% |
| Q1 2023 | 59 | $150.3M | 4,699,901 | 12 | 16 | 19 | 0.0% |
| Q4 2022 | 51 | $90.2M | 2,944,990 | 15 | 14 | 18 | 0.0% |
| Q3 2022 | 48 | $103.1M | 3,438,680 | 5 | 23 | 13 | 0.0% |
| Q2 2022 | 49 | $85.6M | 2,856,402 | 17 | 15 | 9 | 0.0% |
| Q1 2022 | 39 | $68.8M | 2,144,240 | 14 | 15 | 4 | 0.0% |
| Q4 2021 | 27 | $29.1M | 874,975 | 13 | 4 | 6 | 0.0% |
| Q3 2021 | 17 | $24.6M | 767,144 | 3 | 4 | 7 | 0.0% |
| Q2 2021 | 15 | $31.6M | 985,043 | 2 | 2 | 6 | 0.0% |
| Q1 2021 | 19 | $29.7M | 945,557 | 10 | 7 | 1 | 0.0% |
| Q4 2020 | 11 | $18.7M | 611,101 | 10 | 0 | 0 | 0.0% |