HolderBook

FIRST TR EXCHNG TRADED FD VI (FCEF)

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

29
Reporting holders
$43.2M
Reported value
0.0%
Held as options
-3
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
LPL Financial LLC$14.0M582,6290.00%31q+19.6%+$2.3M
Capital Investment Advisory Services, LLC$11.5M476,8130.71%31q+1.5%+$164.4K
RAYMOND JAMES FINANCIAL INC$3.7M153,7810.00%7q+14.2%+$459.8K
HARBOUR INVESTMENTS, INC.$2.5M102,5120.03%11q+4.6%+$107.3K
COMMONWEALTH EQUITY SERVICES, LLC$2.2M89,8230.00%8q+11.4%+$220.9K
Boyce & Associates Wealth Consulting, Inc.$2.1M88,3721.47%9q+5.0%+$102.0K
Proactive Wealth Strategies LLC$1.3M53,9810.21%8q-4.3%-$58.0K
OSAIC HOLDINGS, INC.$1.3M53,6440.00%26q+30.1%+$298.5K
Cetera Investment Advisers$1.2M48,2010.00%6q+1.7%+$18.9K
ENVESTNET ASSET MANAGEMENT INC$741.8K30,8450.00%5q+47.9%+$240.4K
SMITH, MOORE & CO.$708.4K29,4550.05%4q+5.4%+$36.2K
SUSQUEHANNA INTERNATIONAL GROUP, LLP$623.5K25,9240.00%5q+39.4%+$176.2K
Integrated Wealth Concepts LLC$425.3K17,6830.00%2q+33.0%+$105.5K
NewEdge Advisors, LLC$342.1K14,2240.00%15q+27.1%+$72.8K
Kestra Advisory Services, LLC$240.7K10,0090.00%3qHELD
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$212.4K8,8570.01%newNEW
Larson Financial Group LLC$62.5K2,6000.00%13qHELD
MORGAN STANLEY$47.4K1,9680.00%18qHELD
IFG Advisory, LLC$31.6K1,3130.00%2q+153.5%+$19.1K
Rockefeller Capital Management L.P.$25.8K1,0740.00%4qHELD
Global Retirement Partners, LLC$21.6K9000.00%17qHELD
FIDUCIARY FINANCIAL ADVISORS$20.2K8400.00%newNEW
Decker Retirement Planning Inc.$18.3K7590.01%5qHELD
AE Wealth Management LLC$15.3K6350.00%5qHELD
Geneos Wealth Management Inc.$12.5K5220.00%7q+1.8%
Triumph Capital Management$12.0K5000.00%3qHELD
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$10.2K4240.00%3q+1.2%
Cambridge Investment Research Advisors, Inc.$1.4K56,2930.00%10q+0.8%
Janney Montgomery Scott LLC$60024,9570.00%2q+140.2%
Aurora Private Wealth, Inc.$40616,8970.26%10q+3.5%
Darwin Wealth Management, LLC$12050.00%8qHELD
WELLS FARGO & COMPANY/MN$2110.00%15q-50.0%

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 202629$43.2M1,798,29421620.0%
Q1 202632$36.3M1,621,84161430.0%
Q4 202530$31.7M1,378,40161120.0%
Q3 202526$28.5M1,246,63931220.0%
Q2 202523$21.4M953,7707540.0%
Q1 202517$19.4M895,7792430.0%
Q4 202419$17.8M824,5051530.0%
Q3 202423$18.8M843,2794380.0%
Q2 202420$17.1M813,4532530.0%
Q1 202419$15.5M747,4731660.0%
Q4 202320$13.8M698,5494470.0%
Q3 202318$15.0M805,4012530.0%
Q2 202318$12.9M666,8525540.0%
Q1 202314$11.1M574,9982260.0%
Q4 202217$12.3M639,3003740.0%
Q3 202222$11.3M606,7912770.0%
Q2 202225$14.3M720,9542980.0%
Q1 202227$18.5M788,5996990.0%
Q4 202123$21.9M853,3845850.0%
Q3 202121$19.3M780,0484670.0%
Q2 202120$18.0M705,1942940.0%
Q1 202121$16.8M705,6915560.0%
Q4 202016$18.6M827,0111460.0%
Q3 202019$16.7M847,9073460.0%
Q2 202019$16.5M878,8703930.0%
Q1 202022$13.7M834,2537740.0%
Q4 201919$27.3M1,190,1243930.0%
Q3 201917$24.7M1,112,1582650.0%
Q2 201916$23.7M1,082,6172270.0%
Q1 201919$24.3M1,135,3953450.0%
Q4 201817$26.6M1,406,4441010.0%