FIRST TR EXCHNG TRADED FD VI (DEED)
Institutional ownership reported to the SEC as of Q2 2026, across 25 quarters.
33
Reporting holders
$56.2M
Reported value
0.0%
Held as options
+0
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 |
|---|---|---|---|---|---|
| GDS Wealth Management | $24.6M | 1,149,150 | 1.17% | 14q | +4.7%+$1.1M |
| Guided Capital Wealth Management, LLC | $8.5M | 398,039 | 4.98% | 7q | -5.8%-$524.7K |
| NewEdge Advisors, LLC | $4.7M | 219,232 | 0.01% | 10q | -26.3%-$1.7M |
| CITADEL ADVISORS LLC | $2.2M | 100,748 | 0.00% | 8q | +162.6%+$1.3M |
| Vise Technologies, Inc. | $2.1M | 98,942 | 0.02% | new | NEW |
| Milestones Private Investment Advisors LLC | $2.1M | 98,676 | 1.68% | 5q | +1.2%+$25.5K |
| Strategic Financial Partners, Ltd. | $1.8M | 83,760 | 0.68% | 21q | +5.1%+$87.1K |
| ALTFEST L J & CO INC | $1.7M | 80,692 | 0.17% | 22q | +4.7%+$77.2K |
| LPL Financial LLC | $1.7M | 79,889 | 0.00% | 22q | -9.0%-$168.9K |
| RAYMOND JAMES FINANCIAL INC | $1.1M | 52,278 | 0.00% | 7q | -61.6%-$1.8M |
| Ashton Thomas Private Wealth, LLC | $903.8K | 42,274 | 0.02% | 9q | +4.7%+$40.2K |
| JANE STREET GROUP, LLC | $820.4K | 38,373 | 0.00% | 7q | -61.0%-$1.3M |
| Belpointe Asset Management LLC | $669.6K | 31,319 | 0.02% | 6q | -16.0%-$127.3K |
| INSIGNEO ADVISORY SERVICES, LLC | $570.8K | 26,700 | 0.02% | 9q | HELD |
| RIK SAYLOR FINANCIAL, INC. | $539.7K | 25,243 | 0.36% | 7q | -0.5%-$2.9K |
| Equitable Holdings, Inc. | $496.3K | 23,211 | 0.00% | 20q | +5.0%+$23.7K |
| PUFF WEALTH MANAGEMENT, LLC | $415.0K | 19,409 | 0.42% | 6q | -9.7%-$44.8K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $311.6K | 14,575 | 0.00% | 3q | -74.1%-$891.6K |
| TCFG Investment Advisors, LLC | $290.6K | 13,594 | 0.10% | 2q | -25.7%-$100.7K |
| NI ACQUISITIONS COMPANY, LLC | $227.3K | 10,632 | 0.10% | new | FIRST |
| Darwin Wealth Management, LLC | $147.0K | 6,874 | 0.04% | 22q | +1.0%+$1.5K |
| GeoWealth Management, LLC | $106.1K | 4,963 | 0.00% | new | NEW |
| Geneos Wealth Management Inc. | $64.1K | 3,000 | 0.00% | 23q | HELD |
| OSAIC HOLDINGS, INC. | $35.3K | 1,650 | 0.00% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $20.7K | 966 | 0.00% | 20q | -22.3%-$5.9K |
| Ascentis Wealth Management, LLC | $19.6K | 6,874 | 0.00% | 8q | +2146.4%+$18.8K |
| MORGAN STANLEY | $17.3K | 809 | 0.00% | 9q | -85.9%-$105.4K |
| Wagner Wealth Management, LLC | $10.2K | 478 | 0.00% | 18q | +1.3% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $5.2K | 244 | 0.00% | 2q | HELD |
| PNC Financial Services Group, Inc. | $4.8K | 226 | 0.00% | 5q | +28.4%+$1.1K |
| Nova Wealth Management, Inc. | $3.2K | 150 | 0.00% | 7q | HELD |
| Davis Capital Management | $1.4K | 67 | 0.00% | 8q | HELD |
| Cambridge Investment Research Advisors, Inc. | $380 | 17,761 | 0.00% | 22q | -4.4% |
| Integrated Wealth Concepts LLC | $160 | 8 | 0.00% | new | NEW |
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 | 33 | $56.2M | 2,633,045 | 4 | 11 | 12 | 0.0% |
| Q1 2026 | 33 | $52.2M | 2,448,789 | 5 | 12 | 8 | 0.0% |
| Q4 2025 | 32 | $58.3M | 2,701,060 | 3 | 12 | 11 | 0.0% |
| Q3 2025 | 36 | $59.2M | 2,768,430 | 2 | 15 | 8 | 0.0% |
| Q2 2025 | 37 | $55.2M | 2,609,743 | 5 | 8 | 14 | 0.0% |
| Q1 2025 | 35 | $56.8M | 2,687,633 | 4 | 16 | 8 | 0.0% |
| Q4 2024 | 35 | $50.4M | 2,436,432 | 2 | 9 | 11 | 0.0% |
| Q3 2024 | 28 | $44.3M | 2,035,795 | 1 | 9 | 8 | 0.0% |
| Q2 2024 | 36 | $47.0M | 2,274,355 | 12 | 9 | 11 | 0.0% |
| Q1 2024 | 30 | $41.9M | 2,025,617 | 2 | 8 | 15 | 0.0% |
| Q4 2023 | 39 | $47.0M | 2,215,513 | 10 | 6 | 12 | 0.0% |
| Q3 2023 | 34 | $46.7M | 2,338,119 | 3 | 9 | 10 | 0.0% |
| Q2 2023 | 41 | $58.4M | 2,747,687 | 5 | 12 | 16 | 0.0% |
| Q1 2023 | 45 | $73.9M | 3,405,127 | 6 | 10 | 20 | 0.0% |
| Q4 2022 | 51 | $81.9M | 3,861,867 | 10 | 2 | 31 | 0.0% |
| Q3 2022 | 61 | $116.2M | 5,425,188 | 5 | 19 | 27 | 0.0% |
| Q2 2022 | 73 | $144.4M | 6,333,076 | 5 | 20 | 39 | 0.0% |
| Q1 2022 | 77 | $183.5M | 7,612,189 | 15 | 24 | 30 | 0.0% |
| Q4 2021 | 64 | $275.7M | 9,901,415 | 9 | 28 | 16 | 0.0% |
| Q3 2021 | 61 | $173.3M | 6,683,345 | 16 | 22 | 18 | 0.0% |
| Q2 2021 | 47 | $144.1M | 5,556,946 | 27 | 16 | 2 | 0.0% |
| Q1 2021 | 23 | $49.1M | 1,907,279 | 19 | 1 | 2 | 0.0% |
| Q4 2020 | 8 | $23.3M | 903,207 | 2 | 0 | 5 | 0.0% |
| Q3 2020 | 7 | $25.5M | 985,475 | 2 | 0 | 1 | 0.0% |
| Q2 2020 | 5 | $25.1M | 981,218 | 5 | 0 | 0 | 0.0% |