HolderBook

FIRST TR EXCHNG TRADED FD VI (DECM)

Institutional ownership reported to the SEC as of Q2 2026, across 7 quarters.

37
Reporting holders
$32.8M
Reported value
0.0%
Held as options
+3
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
PRECEDENT WEALTH PARTNERS, LLC$13.6M403,7342.26%6q-25.5%-$4.6M
Capasso Planning Partners LLC$2.4M70,4311.18%2q-5.3%-$133.9K
Kestra Advisory Services, LLC$2.0M58,4540.01%6q-3.1%-$62.2K
COMMONWEALTH EQUITY SERVICES, LLC$1.8M53,8740.00%7q-7.1%-$139.7K
Mariner, LLC$1.1M31,7870.00%3q+6.6%+$66.5K
Atria Investments, Inc$967.8K28,7060.01%5q-3.7%-$37.4K
OLD MISSION CAPITAL LLC$888.1K26,3410.01%6q+116.7%+$478.2K
Madrona Financial Services, LLC$881.9K26,1580.16%7qHELD
ENVESTNET ASSET MANAGEMENT INC$819.0K24,2920.00%5q-28.5%-$325.7K
Clear Creek Financial Management, LLC$805.8K23,9000.05%6q-0.6%-$5.1K
HARBOUR INVESTMENTS, INC.$767.6K22,7690.01%7q+38.4%+$213.2K
HBW ADVISORY SERVICES LLC$572.8K16,9890.05%6qHELD
SUSQUEHANNA INTERNATIONAL GROUP, LLP$546.9K16,2220.00%7q+19.8%+$90.5K
Pinnacle Financial Partners, Inc.$506.8K15,0330.00%3qHELD
Cetera Investment Advisers$470.1K13,9430.00%6q+27.8%+$102.1K
Legacy Capital Wealth Partners, LLC$445.4K13,2100.09%6qHELD
LPL Financial LLC$422.4K12,5280.00%5qHELD
Americana Partners, LLC$380.9K11,2980.01%3q-1.1%-$4.2K
Buck Wealth Strategies, LLC$350.6K10,4000.04%6qHELD
JANE STREET GROUP, LLC$341.1K10,1180.00%3q+9.3%+$29.0K
MILESTONE ASSET MANAGEMENT, LLC$309.0K9,1660.05%5q-5.5%-$18.1K
AE Wealth Management LLC$306.5K9,0920.00%7q-39.5%-$200.4K
Commonwealth Financial Services, LLC$303.1K8,9900.04%3qHELD
TRUIST FINANCIAL CORP$298.4K8,8520.00%3q+29.2%+$67.5K
LVZ, Inc.$289.0K8,5730.03%newNEW
NewEdge Advisors, LLC$229.3K6,8000.00%7qHELD
Security Financial Services, INC.$218.8K6,4910.03%6qHELD
Gallagher Fiduciary Advisors, LLC$210.2K6,2350.01%3qHELD
Grantvest Financial Group LLC$201.1K5,9650.12%newNEW
Steward Partners Investment Advisory, LLC$102.8K3,0490.00%3qHELD
EVOLUTION WEALTH MANAGEMENT INC.$90.2K2,6750.05%5qHELD
Capital Investment Advisory Services, LLC$67.3K1,9950.00%6qHELD
FIDUCIARY FINANCIAL ADVISORS$55.8K1,6550.01%newNEW
OSAIC HOLDINGS, INC.$53.4K1,5830.00%7qHELD
Noble Wealth Management PBC$16.9K5000.01%5qHELD
JPMORGAN CHASE & CO$16.1K4790.00%newNEW
Integrity Financial Corp /WA$7.1K2120.00%2qHELD
Capital Analysts, LLC$39111,5930.01%7qHELD
Cambridge Investment Research Advisors, Inc.$2627,7800.00%7q-9.3%

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
2026-08-0713G/AFirst Trust Portfolios L.P.with 2 co-filers10.0%
2026-07-0213GPRECEDENT WEALTH PARTNERS, LLC28.3%

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 202637$32.8M972,49947100.0%
Q1 202634$35.6M1,090,68736140.0%
Q4 202533$26.5M806,11588100.0%
Q3 202527$23.8M737,5650950.0%
Q2 202528$22.4M709,6585860.0%
Q1 202529$20.8M679,13219330.0%
Q4 202410$3.1M100,16410000.0%