HolderBook

FIRST TR EXCHANGE TRAD FD VI (FAAR)

Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.

64
Reporting holders
$135.5M
Reported value
0.0%
Held as options
-9
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
FIRST TRUST ADVISORS LP$54.9M1,735,1020.03%14q+473.3%+$45.3M
MORGAN STANLEY$16.6M524,2160.00%22q+85.2%+$7.6M
ASSETMARK, INC$10.8M342,2390.02%13q+23.2%+$2.0M
LPL Financial LLC$6.2M196,8740.00%31q-62.6%-$10.4M
Cetera Investment Advisers$5.6M176,4390.01%21q-28.7%-$2.2M
RFG Advisory, LLC$5.4M169,2400.08%31q+40.4%+$1.5M
Center For Asset Management LLC$3.8M120,6651.69%3q+7.6%+$270.9K
OSAIC HOLDINGS, INC.$3.4M108,4270.00%26q+16.8%+$494.3K
RAYMOND JAMES FINANCIAL INC$2.9M90,4380.00%7q+15.5%+$382.7K
CAPTRUST FINANCIAL ADVISORS$2.8M88,2470.00%13qHELD
Simplicity Wealth,LLC$2.6M81,1860.09%6q+55.6%+$917.0K
ENVESTNET ASSET MANAGEMENT INC$2.5M80,5710.00%31q-79.4%-$9.8M
CreativeOne Wealth, LLC$1.7M54,3720.04%11q-2.3%-$41.1K
LexAurum Advisors, LLC$1.7M52,6400.19%2q+16.4%+$235.1K
AE Wealth Management LLC$1.5M48,5600.01%26q+6.2%+$89.5K
VIMA LLC$1.0M32,9741.02%5q-4.2%-$45.2K
Integrated Wealth Concepts LLC$902.4K28,5390.00%newNEW
Pinnacle Family Advisors, LLC$882.6K27,9140.37%23q-11.4%-$113.8K
GeoWealth Management, LLC$739.3K23,3820.02%13q-20.0%-$184.9K
Advisors Preferred, LLC$712.7K22,6710.11%2q+199.8%+$475.0K
STIFEL FINANCIAL CORP$698.0K22,0740.00%4q+100.9%+$350.6K
World Investment Advisors$585.6K17,3540.01%8q-16.9%-$119.0K
NewEdge Wealth, LLC$566.7K17,9220.01%14q-1.4%-$8.0K
Balboa Wealth Partners$562.6K17,7930.08%5qHELD
BlueChip Wealth Advisors LLC$487.3K15,4110.18%11q-4.9%-$25.1K
LaSalle St. Investment Advisors, LLC$482.6K15,2640.06%7qHELD
IAMS WEALTH MANAGEMENT, LLC$426.7K13,4920.13%15q-4.8%-$21.6K
Gateway Wealth Partners, LLC$413.9K13,0900.02%15q-82.7%-$2.0M
IFP Advisors, Inc$387.5K12,2560.01%36q-58.8%-$552.6K
COMMONWEALTH EQUITY SERVICES, LLC$358.7K11,3450.00%22q-32.3%-$171.0K
BENJAMIN EDWARDS INC$319.1K10,0910.00%26q-89.5%-$2.7M
FSB PREMIER WEALTH MANAGEMENT, INC.$318.4K10,0710.09%23q-1.5%-$4.8K
Snowden Capital Advisors LLC$299.0K9,4560.01%30q-15.7%-$55.5K
Coppell Advisory Solutions LLC$269.4K297,8930.02%newNEW
Mutual Advisors, LLC$266.9K8,4410.01%27q+1.3%+$3.4K
Richmond Investment Services, LLC$266.6K8,4320.08%7q-53.7%-$309.3K
HBW ADVISORY SERVICES LLC$255.6K8,0830.02%3q+0.7%+$1.7K
Signal Advisors Wealth, LLC$231.1K7,3100.01%8q-20.4%-$59.1K
Ascentis Independent Advisors$224.8K7,1100.30%2q+100.0%+$112.4K
Triad Wealth Partners, LLC$212.4K6,9100.01%3q+3.2%+$6.6K
MARIPAU WEALTH MANAGEMENT LLC$212.3K6,7130.08%7q-15.6%-$39.1K
Apollon Wealth Management, LLC$203.5K6,4370.00%2q-1.8%-$3.6K
Parallel Advisors, LLC$199.2K6,3000.00%3q-11.8%-$26.5K
Rossby Financial, LCC$159.0K5,0290.03%6q+0.8%+$1.3K
ROYAL BANK OF CANADA$116.0K3,6490.00%31q+7.4%+$8.0K
CoreCap Advisors, LLC$108.1K3,4190.00%6q+18.2%+$16.7K
MERCER GLOBAL ADVISORS INC /ADV$103.0K3,2580.00%3q-47.3%-$92.4K
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$94.7K3,0180.01%newNEW
UBS Group AG$87.0K2,7500.00%2q+45733.3%+$86.8K
Synergy Investment Management, LLC$76.3K2,4140.02%2qHELD
HARBOUR INVESTMENTS, INC.$73.7K2,3290.00%21q-60.2%-$111.3K
Global Retirement Partners, LLC$25.4K8030.00%16q-91.3%-$266.8K
MCGUIRE CAPITAL ADVISORS INC$12.7K4020.01%3qHELD
IFG Advisory, LLC$11.6K3660.00%newNEW
GILPIN WEALTH MANAGEMENT, LLC$11.0K3490.01%2qHELD
Spire Wealth Management$7.1K2230.00%7q-11.9%
HUNTINGTON NATIONAL BANK$3.4K1090.00%newNEW
MPWM ADVISORY SOLUTIONS, LLC$2.7K840.00%2q-26.3%
Cambridge Investment Research Advisors, Inc.$2.6K81,7980.00%23q+1.1%
Medallion Wealth Advisors, LLC$2.4K760.00%7q+1.3%
Allworth Financial LP$1.6K500.00%27qHELD
Strive Financial Group ,LLC$886280.00%newNEW
DHJJ Financial Advisors, Ltd.$317100.00%12qHELD
JPMORGAN CHASE & CO$6010.00%4qHELD
WELLS FARGO & COMPANY/MN$2910.00%15qHELD
Cullen/Frost Bankers, Inc.$000.00%4q-100.0%

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
2026-07-0713G/AFirst Trust Portfolios L.P.with 2 co-filers30.7%

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 202664$135.5M4,284,419521280.0%
Q1 202673$117.2M3,472,5451524260.0%
Q4 202564$95.3M3,514,582103480.0%
Q3 202560$76.6M2,514,069720230.0%
Q2 202557$71.5M2,576,858524200.0%
Q1 202564$72.4M2,520,6481022260.0%
Q4 202464$62.6M2,234,635625220.0%
Q3 202466$85.3M3,064,875329290.0%
Q2 202470$92.5M3,258,263621360.0%
Q1 202470$107.0M3,717,297428300.0%
Q4 202376$112.6M4,111,585632280.0%
Q3 202374$124.3M4,329,557624330.0%
Q2 202375$133.8M4,649,486640242.1%
Q1 202380$137.7M4,636,4181426310.0%
Q4 202265$139.6M4,671,123724250.0%
Q3 202277$139.1M4,481,453830280.0%
Q2 202277$113.3M3,415,0681722290.0%
Q1 202266$104.2M3,172,5711424220.0%
Q4 202158$66.5M2,312,452629160.0%
Q3 202153$66.9M2,186,052422190.0%
Q2 202159$65.2M2,144,265103780.0%
Q1 202151$53.6M1,856,0391320120.0%
Q4 202040$44.1M1,616,72291960.0%
Q3 202032$33.4M1,253,51851750.0%
Q2 202029$25.0M957,60961360.0%
Q1 202030$19.5M771,20381140.0%
Q4 201926$13.1M506,0254890.0%
Q3 201932$34.1M1,301,25359100.0%
Q2 201926$14.3M537,9423880.0%
Q1 201926$13.7M512,14481230.0%
Q4 201823$9.9M375,1450200.0%