HolderBook

FIRST TR EXCHNG TRADED FD VI (DLAG)

Institutional ownership reported to the SEC as of Q2 2026, across 4 quarters.

18
Reporting holders
$7.5M
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

FilerValueShares Their book Held Change
Farther Finance Advisors, LLC$2.4M72,2600.02%3q+16.0%+$328.9K
Kestra Advisory Services, LLC$1.2M35,2260.00%3q-6.6%-$82.6K
MONEY CONCEPTS CAPITAL CORP$845.0K25,5630.04%2q-14.1%-$138.6K
SUSQUEHANNA INTERNATIONAL GROUP, LLP$708.6K21,4360.00%3q-42.3%-$519.8K
Cetera Investment Advisers$679.9K20,5700.00%4qHELD
COMMONWEALTH EQUITY SERVICES, LLC$331.1K10,0180.00%3q+11.5%+$34.2K
OLD MISSION CAPITAL LLC$318.3K9,6310.01%3q-4.2%-$14.0K
Integras Partners LLC$261.1K7,9000.14%newNEW
Noble Wealth Management PBC$251.2K7,6000.11%3q-13.6%-$39.7K
IFP Advisors, Inc$241.6K7,3090.00%4qHELD
VestGen Advisors, LLC$233.6K7,0670.01%3q-9.6%-$24.8K
Arax Advisory Partners$21.6K6530.00%newNEW
FIDUCIARY FINANCIAL ADVISORS$16.6K5020.00%newNEW
Integrated Wealth Concepts LLC$16.5K5000.00%newNEW
AE Wealth Management LLC$16.1K4870.00%3qHELD
HARBOUR INVESTMENTS, INC.$10.2K3090.00%3q-45.5%-$8.5K
UBS Group AG$2.6K800.00%newNEW
CoreCap Advisors, LLC$1.7K510.00%newNEW

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
2026-08-1213GMONEY CONCEPTS CAPITAL CORP6.8%

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 202618$7.5M227,1626270.0%
Q1 202618$18.1M585,7852640.0%
Q4 202517$17.7M566,44612310.0%
Q3 20256$6.3M204,5446000.0%