HolderBook

FIRST TR EXCHNG TRADED FD VI (FCEF)

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

32
Reporting holders
$46.8M
Reported value
0.0%
Calls
0.0%
Puts
-2
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

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
ENVESTNET ASSET MANAGEMENT INC$1.5M61,6900.00%5q+195.9%+$982.2K
Cambridge Investment Research Advisors, Inc.$1.4M56,2930.00%10q+0.8%+$10.4K
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
Integrated Wealth Concepts LLC$850.6K35,3670.00%2q+166.0%+$530.8K
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
Janney Montgomery Scott LLC$600.0K24,9570.00%2q+140.2%+$350.3K
Aurora Private Wealth, Inc.$406.0K16,8970.26%10q+3.5%+$13.8K
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%
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 202632$46.8M1,944,97021920.0%
Q1 202634$38.1M1,693,21671350.0%
Q4 202532$33.9M1,474,67961230.0%
Q3 202528$31.5M1,378,10531420.0%
Q2 202527$24.9M1,111,6787750.0%
Q1 202521$22.8M1,052,5372740.0%
Q4 202423$20.9M966,7601930.0%
Q3 202427$21.5M964,2315580.0%
Q2 202423$18.9M896,1382730.0%
Q1 202422$17.0M820,0582860.0%
Q4 202323$14.3M723,5655570.0%
Q3 202322$15.6M838,0542550.0%
Q2 202322$13.6M701,8855640.0%
Q1 202319$12.0M619,1352470.0%
Q4 202223$13.2M683,41331070.0%
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%