FIRST TR EXCHNG TRADED FD VI (DLFE)
Institutional ownership reported to the SEC as of Q2 2026, across 2 quarters.
17
Reporting holders
$61.5M
Reported value
0.0%
Held as options
+2
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 |
|---|---|---|---|---|---|
| Kestra Advisory Services, LLC | $22.1M | 696,622 | 0.07% | 2q | +6.5%+$1.3M |
| First International Bank of Israel Ltd. | $20.7M | 651,000 | 5.63% | 2q | HELD |
| NOVEM GROUP | $5.7M | 179,795 | 0.58% | new | NEW |
| CreativeOne Wealth, LLC | $3.5M | 110,058 | 0.08% | new | NEW |
| NEW WAVE WEALTH ADVISORS LLC | $3.0M | 94,464 | 0.41% | 2q | -19.8%-$740.8K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.3M | 71,634 | 0.00% | 2q | +255.9%+$1.6M |
| COMMONWEALTH EQUITY SERVICES, LLC | $788.8K | 24,861 | 0.00% | 2q | +11.9%+$83.8K |
| RFG Advisory, LLC | $741.5K | 23,370 | 0.01% | 2q | HELD |
| OLD MISSION CAPITAL LLC | $681.8K | 21,488 | 0.01% | new | NEW |
| Maia Wealth LLC | $528.4K | 16,654 | 0.08% | 2q | +12.8%+$59.8K |
| HARBOUR INVESTMENTS, INC. | $497.3K | 15,674 | 0.01% | 2q | +24.7%+$98.4K |
| UPTICK PARTNERS, LLC | $460.3K | 14,508 | 0.07% | 2q | +61.3%+$175.0K |
| Quad-Cities Investment Group, LLC | $269.5K | 8,495 | 0.10% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $209.5K | 6,602 | 0.00% | new | NEW |
| Benson Wealth Management INC | $47.5K | 1,497 | 0.05% | 2q | HELD |
| UBS Group AG | $2.0K | 62 | 0.00% | 2q | -81.2%-$8.5K |
| DHJJ Financial Advisors, Ltd. | $635 | 20 | 0.00% | 2q | HELD |
| CENTAURUS FINANCIAL, INC. | $354 | 11,157 | 0.01% | 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 | 17 | $61.5M | 1,936,804 | 5 | 6 | 2 | 0.0% |
| Q1 2026 | 15 | $46.9M | 1,593,954 | 15 | 0 | 0 | 0.0% |