FIRST TR EXCHNG TRADED FD VI (FBDC)
Institutional ownership reported to the SEC as of Q2 2026, across 4 quarters.
14
Reporting holders
$7.4M
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 |
|---|---|---|---|---|---|
| LPL Financial LLC | $2.9M | 168,292 | 0.00% | 4q | -10.3%-$326.0K |
| STIFEL FINANCIAL CORP | $1.4M | 83,787 | 0.00% | 2q | HELD |
| GOLDMAN SACHS GROUP INC | $1.0M | 59,516 | 0.00% | 4q | -47.2%-$900.2K |
| MORGAN STANLEY | $484.0K | 28,562 | 0.00% | 4q | -13.9%-$77.8K |
| COMMONWEALTH EQUITY SERVICES, LLC | $462.5K | 27,296 | 0.00% | 4q | -2.4%-$11.4K |
| CITADEL ADVISORS LLC | $395.9K | 23,363 | 0.00% | 4q | -24.1%-$125.7K |
| MML INVESTORS SERVICES, LLC | $257.9K | 15,218 | 0.00% | new | NEW |
| SYM FINANCIAL Corp | $204.5K | 12,069 | 0.02% | 4q | HELD |
| UHLMANN PRICE SECURITIES, LLC | $184.7K | 10,899 | 0.01% | 3q | +3.0%+$5.4K |
| OSAIC HOLDINGS, INC. | $58.7K | 3,460 | 0.00% | 4q | +7.4%+$4.0K |
| LANARK FINANCIAL, INC. | $28.1K | 1,658 | 0.00% | 4q | +1.5% |
| SHP Wealth Management | $3.4K | 200 | 0.00% | new | NEW |
| Golden State Wealth Management, LLC | $1.2K | 70 | 0.00% | 2q | HELD |
| UBS Group AG | $898 | 53 | 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 | 14 | $7.4M | 434,443 | 3 | 3 | 5 | 0.0% |
| Q1 2026 | 14 | $8.9M | 523,834 | 4 | 3 | 6 | 0.0% |
| Q4 2025 | 13 | $9.2M | 476,200 | 2 | 3 | 6 | 0.0% |
| Q3 2025 | 13 | $11.3M | 570,272 | 13 | 0 | 0 | 0.0% |