FIRST TR EXCHNG TRADED FD VI (DMAY)
Institutional ownership reported to the SEC as of Q2 2026, across 25 quarters.
100
Reporting holders
$156.6M
Reported value
0.0%
Held as options
+25
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 |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | $14.1M | 300,279 | 0.00% | 18q | +36.3%+$3.8M |
| Spectrum Asset Management, Inc. (NB/CA) | $12.9M | 273,257 | 3.57% | 9q | +102.9%+$6.5M |
| RAYMOND JAMES FINANCIAL INC | $9.3M | 198,006 | 0.00% | 7q | +64.5%+$3.7M |
| COMMONWEALTH EQUITY SERVICES, LLC | $8.1M | 171,620 | 0.01% | 25q | +156.3%+$4.9M |
| Kestra Advisory Services, LLC | $7.0M | 149,318 | 0.02% | 21q | -29.8%-$3.0M |
| TRUIST FINANCIAL CORP | $6.8M | 143,853 | 0.01% | 17q | +5.5%+$355.8K |
| REAP Financial Group, LLC | $6.8M | 143,662 | 1.16% | 11q | -4.6%-$323.6K |
| LPL Financial LLC | $5.3M | 112,739 | 0.00% | 11q | +153.6%+$3.2M |
| Ausdal Financial Partners, Inc. | $5.1M | 107,651 | 0.20% | new | NEW |
| Tanglewood Legacy Advisors, LLC | $4.7M | 100,098 | 1.52% | 15q | -1.1%-$50.9K |
| Cetera Investment Advisers | $4.5M | 94,620 | 0.00% | 23q | +6.8%+$282.2K |
| Bluespring Wealth Management, LLC | $4.4M | 92,652 | 0.08% | new | NEW |
| OSAIC HOLDINGS, INC. | $4.2M | 89,563 | 0.00% | 25q | +109.2%+$2.2M |
| FOUNDERS FINANCIAL SECURITIES LLC | $3.8M | 81,461 | 0.20% | 8q | +12.9%+$438.5K |
| Horizon Investments, LLC | $3.8M | 81,461 | 0.04% | 9q | -42.5%-$2.8M |
| HARBOUR INVESTMENTS, INC. | $3.2M | 68,288 | 0.04% | 20q | +5.0%+$152.8K |
| Maia Wealth LLC | $3.0M | 63,700 | 0.44% | new | NEW |
| NEW WAVE WEALTH ADVISORS LLC | $2.8M | 58,800 | 0.38% | new | NEW |
| Strategic Blueprint, LLC | $2.6M | 55,931 | 0.13% | new | NEW |
| 1ST SOURCE BANK | $2.5M | 53,757 | 0.11% | new | NEW |
| Decker Wealth Management LLC | $2.3M | 47,889 | 0.48% | 3q | +3.0%+$65.2K |
| Kovack Advisors, Inc. | $2.2M | 47,670 | 0.11% | 5q | +84.1%+$1.0M |
| Ritter Daniher Financial Advisory LLC / DE | $2.2M | 46,326 | 0.33% | 4q | +61.4%+$830.5K |
| Commonwealth Financial Services, LLC | $1.5M | 32,294 | 0.20% | new | NEW |
| Mutual Advisors, LLC | $1.5M | 31,076 | 0.03% | 21q | -2.0%-$29.2K |
| TopTier Wealth Management, LLC | $1.3M | 27,691 | 0.79% | 3q | HELD |
| MML INVESTORS SERVICES, LLC | $1.2M | 25,174 | 0.00% | 4q | +62.9%+$457.9K |
| Ignite Planners, LLC | $1.2M | 25,144 | 0.16% | 15q | +39.6%+$336.0K |
| Maltin Wealth Management, Inc. | $1.1M | 24,014 | 0.38% | new | NEW |
| Sloy Dahl & Holst, LLC | $1.0M | 22,105 | 0.13% | 17q | HELD |
| Prime Capital Investment Advisors, LLC | $935.1K | 19,846 | 0.01% | new | NEW |
| Grantvest Financial Group LLC | $917.0K | 19,461 | 0.53% | 7q | -0.8%-$7.8K |
| Integrity Financial Corp /WA | $909.3K | 19,297 | 0.43% | 19q | -2.7%-$25.4K |
| StoneX Group Inc. | $896.3K | 19,022 | 0.04% | 9q | +108.3%+$466.1K |
| &PARTNERS | $881.4K | 18,705 | 0.00% | 3q | HELD |
| EVOLUTION WEALTH MANAGEMENT INC. | $862.7K | 18,308 | 0.51% | 5q | HELD |
| JPMORGAN CHASE & CO | $860.0K | 18,340 | 0.00% | 9q | +15311.8%+$854.4K |
| MONEY CONCEPTS CAPITAL CORP | $850.0K | 18,038 | 0.04% | 5q | HELD |
| Santori & Peters, Inc. | $801.6K | 17,012 | 0.23% | 9q | +110.3%+$420.4K |
| AlphaStar Capital Management, LLC | $779.6K | 16,545 | 0.05% | 13q | +9.9%+$70.5K |
| Nova Wealth Management, Inc. | $707.7K | 15,019 | 0.39% | 7q | +78.5%+$311.2K |
| Waverly Advisors, LLC | $705.1K | 14,964 | 0.00% | 3q | -1.0%-$7.1K |
| WETZEL INVESTMENT ADVISORS, INC. | $686.3K | 14,564 | 0.24% | 11q | -4.2%-$30.3K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $685.5K | 14,548 | 0.00% | 3q | +75.9%+$295.8K |
| Ameritas Advisory Services, LLC | $680.0K | 14,431 | 0.01% | 10q | +125.1%+$377.9K |
| JIM SAULNIER & ASSOCIATES, LLC | $618.7K | 13,131 | 0.25% | 8q | HELD |
| RFG Advisory, LLC | $610.4K | 12,954 | 0.01% | 5q | +9.3%+$52.0K |
| Farther Finance Advisors, LLC | $546.1K | 11,589 | 0.00% | 7q | +14.1%+$67.6K |
| WINNACLE WEALTH LLC | $532.7K | 11,305 | 0.36% | 4q | -0.6%-$3.4K |
| UPTICK PARTNERS, LLC | $530.6K | 11,260 | 0.08% | new | NEW |
| Capital Investment Advisory Services, LLC | $506.1K | 10,740 | 0.03% | 9q | HELD |
| Mariner, LLC | $505.0K | 10,717 | 0.00% | 9q | -17.3%-$105.7K |
| HOLLENCREST CAPITAL MANAGEMENT | $499.5K | 10,600 | 0.03% | new | NEW |
| BROWN ADVISORY INC | $495.8K | 10,522 | 0.00% | new | NEW |
| Buck Wealth Strategies, LLC | $471.4K | 10,005 | 0.05% | 5q | +10.4%+$44.5K |
| Advance Capital Management, Inc. | $459.5K | 9,752 | 0.01% | 17q | +9.4%+$39.6K |
| Mission Financial Group, LLC | $453.9K | 9,634 | 0.38% | 3q | -2.0%-$9.4K |
| Oakmont Advisory Group, LLC | $434.7K | 9,226 | 0.37% | new | NEW |
| GOLDMAN SACHS GROUP INC | $418.7K | 8,885 | 0.00% | new | NEW |
| Schwallier Wealth Management LLC | $393.5K | 8,351 | 0.25% | 5q | HELD |
| Sanctuary Advisors, LLC | $393.0K | 8,340 | 0.00% | 5q | -8.7%-$37.6K |
| SAGESPRING WEALTH PARTNERS, LLC | $392.5K | 8,329 | 0.01% | new | NEW |
| COZAD ASSET MANAGEMENT INC | $379.8K | 8,061 | 0.02% | new | NEW |
| LVZ, Inc. | $378.0K | 8,022 | 0.04% | new | NEW |
| Madrona Financial Services, LLC | $370.0K | 7,852 | 0.07% | new | NEW |
| Main Street Financial Solutions, LLC | $335.3K | 7,116 | 0.02% | 21q | HELD |
| Rehmann Capital Advisory Group | $331.8K | 7,042 | 0.02% | 17q | HELD |
| Core Wealth Partners LLC | $311.0K | 6,600 | 0.13% | 14q | HELD |
| Per Stirling Capital Management, LLC. | $300.7K | 6,382 | 0.03% | 5q | +20.9%+$51.9K |
| First Heartland Consultants, Inc. | $298.9K | 6,344 | 0.02% | new | NEW |
| HighTower Advisors, LLC | $238.5K | 5,062 | 0.00% | new | NEW |
| Sequent Planning LLC | $236.1K | 5,011 | 0.05% | new | NEW |
| ARBOR CAPITAL MANAGEMENT INC /ADV | $221.8K | 4,714 | 0.22% | 11q | -15.7%-$41.2K |
| Brookstone Capital Management | $212.6K | 4,511 | 0.00% | new | NEW |
| KINGSWOOD WEALTH ADVISORS, LLC | $202.1K | 4,289 | 0.01% | new | NEW |
| BARCLAYS PLC | $199.4K | 4,232 | 0.00% | 8q | +15.4%+$26.6K |
| Spire Wealth Management | $193.2K | 4,100 | 0.01% | 13q | -6.2%-$12.9K |
| Rockefeller Capital Management L.P. | $168.5K | 3,577 | 0.00% | 4q | HELD |
| Ashton Thomas Private Wealth, LLC | $156.3K | 3,318 | 0.00% | 2q | +25.0%+$31.3K |
| MORGAN STANLEY | $143.4K | 3,043 | 0.00% | 8q | HELD |
| SOA Wealth Advisors, LLC. | $142.8K | 3,030 | 0.02% | 13q | +1.0%+$1.4K |
| IMG Wealth Management, Inc. | $139.9K | 2,970 | 0.08% | 7q | -50.0%-$139.9K |
| AE Wealth Management LLC | $85.1K | 1,807 | 0.00% | 15q | -2.5%-$2.2K |
| Keating Financial Advisory Services, Inc. | $84.7K | 1,797 | 0.01% | 3q | HELD |
| PRIVATE TRUST CO NA | $82.1K | 1,742 | 0.01% | 17q | HELD |
| NewEdge Advisors, LLC | $79.3K | 1,683 | 0.00% | new | NEW |
| DHJJ Financial Advisors, Ltd. | $58.7K | 1,245 | 0.02% | 12q | HELD |
| CoreCap Advisors, LLC | $55.3K | 1,173 | 0.00% | 10q | -3.2%-$1.8K |
| Triumph Capital Management | $55.0K | 1,167 | 0.01% | 3q | +81.8%+$24.7K |
| Geneos Wealth Management Inc. | $35.3K | 750 | 0.00% | 9q | HELD |
| Arax Advisory Partners | $31.3K | 665 | 0.00% | 3q | HELD |
| LANARK FINANCIAL, INC. | $22.0K | 466 | 0.00% | 6q | +179.0%+$14.1K |
| Financial Network Wealth Advisors LLC | $17.3K | 368 | 0.02% | 6q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $17.1K | 363 | 0.00% | new | NEW |
| ASSETMARK, INC | $16.0K | 339 | 0.00% | 10q | HELD |
| Smartleaf Asset Management LLC | $7.2K | 153 | 0.00% | 3q | HELD |
| Janney Montgomery Scott LLC | $6.6K | 140,152 | 0.01% | 5q | +5.4% |
| IFP Advisors, Inc | $5.6K | 118 | 0.00% | 6q | +174.4%+$3.5K |
| HHM Wealth Advisors, LLC | $3.7K | 78 | 0.00% | new | NEW |
| EverSource Wealth Advisors, LLC | $2.9K | 62 | 0.00% | 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 | 42.9% |
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 | 100 | $156.6M | 3,322,847 | 27 | 33 | 18 | 0.0% |
| Q1 2026 | 75 | $102.0M | 2,268,199 | 3 | 10 | 34 | 0.0% |
| Q4 2025 | 82 | $107.8M | 2,382,211 | 7 | 11 | 35 | 0.0% |
| Q3 2025 | 77 | $99.2M | 2,239,365 | 9 | 13 | 25 | 0.0% |
| Q2 2025 | 78 | $113.1M | 2,642,362 | 17 | 27 | 18 | 0.0% |
| Q1 2025 | 67 | $81.3M | 2,051,832 | 5 | 12 | 27 | 0.0% |
| Q4 2024 | 67 | $103.6M | 2,542,991 | 2 | 11 | 23 | 0.0% |
| Q3 2024 | 69 | $96.6M | 2,416,306 | 13 | 11 | 25 | 0.0% |
| Q2 2024 | 65 | $107.6M | 2,798,160 | 27 | 18 | 7 | 0.0% |
| Q1 2024 | 42 | $45.4M | 1,218,259 | 6 | 8 | 16 | 0.0% |
| Q4 2023 | 41 | $58.8M | 1,628,028 | 4 | 7 | 12 | 0.0% |
| Q3 2023 | 49 | $50.9M | 1,502,950 | 6 | 5 | 22 | 0.0% |
| Q2 2023 | 50 | $60.8M | 1,771,953 | 15 | 13 | 12 | 0.0% |
| Q1 2023 | 41 | $44.1M | 1,349,616 | 7 | 2 | 20 | 0.0% |
| Q4 2022 | 40 | $47.5M | 1,517,643 | 9 | 4 | 14 | 0.0% |
| Q3 2022 | 48 | $81.7M | 2,710,941 | 6 | 16 | 11 | 0.0% |
| Q2 2022 | 48 | $106.1M | 3,438,252 | 23 | 16 | 6 | 0.0% |
| Q1 2022 | 29 | $24.1M | 695,939 | 6 | 5 | 11 | 0.0% |
| Q4 2021 | 27 | $24.7M | 706,848 | 6 | 4 | 5 | 0.0% |
| Q3 2021 | 21 | $22.2M | 658,866 | 3 | 6 | 5 | 0.0% |
| Q2 2021 | 22 | $23.4M | 693,125 | 16 | 3 | 2 | 0.0% |
| Q1 2021 | 8 | $5.8M | 175,607 | 3 | 2 | 3 | 0.0% |
| Q4 2020 | 6 | $5.6M | 170,165 | 2 | 2 | 1 | 0.0% |
| Q3 2020 | 8 | $4.6M | 145,240 | 5 | 2 | 1 | 0.0% |
| Q2 2020 | 3 | $2.5M | 79,184 | 3 | 0 | 0 | 0.0% |