FIRST TR EXCHNG TRADED FD VI (FDEC)
Institutional ownership reported to the SEC as of Q2 2026, across 23 quarters.
140
Reporting holders
$279.1M
Reported value
0.0%
Held as options
-4
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 |
|---|---|---|---|---|---|
| Griffith & Werner, Inc. | $27.1M | 497,699 | 12.70% | 6q | +2.3%+$613.2K |
| ASSETMARK, INC | $16.4M | 301,959 | 0.03% | 9q | +7.1%+$1.1M |
| COMMONWEALTH EQUITY SERVICES, LLC | $16.3M | 299,884 | 0.02% | 23q | -3.1%-$524.5K |
| ENVESTNET ASSET MANAGEMENT INC | $14.7M | 269,816 | 0.00% | 19q | -51.4%-$15.6M |
| RAYMOND JAMES FINANCIAL INC | $14.1M | 258,435 | 0.00% | 7q | -6.5%-$981.0K |
| LPL Financial LLC | $12.7M | 232,256 | 0.00% | 17q | +10.0%+$1.1M |
| MGO ONE SEVEN LLC | $11.8M | 216,414 | 0.19% | 11q | HELD |
| Cetera Investment Advisers | $10.9M | 200,853 | 0.01% | 19q | -44.1%-$8.6M |
| OSAIC HOLDINGS, INC. | $9.3M | 171,406 | 0.01% | 23q | +34.3%+$2.4M |
| NATIONAL BANK OF CANADA /FI/ | $7.4M | 136,122 | 0.01% | 2q | +7.0%+$483.9K |
| Kestra Advisory Services, LLC | $5.8M | 105,623 | 0.02% | 23q | -21.9%-$1.6M |
| TRUIST FINANCIAL CORP | $4.8M | 88,430 | 0.01% | 15q | -10.2%-$546.6K |
| Faithward Advisors, LLC | $4.6M | 85,166 | 0.57% | 11q | -0.5%-$24.2K |
| LEIGH BALDWIN & CO., LLC | $4.6M | 85,055 | 2.50% | 3q | +15.1%+$608.4K |
| NOVEM GROUP | $4.5M | 82,353 | 0.45% | 7q | +1.8%+$79.4K |
| REAP Financial Group, LLC | $4.4M | 81,647 | 0.76% | 11q | HELD |
| Harvest Investment Services, LLC | $4.4M | 81,004 | 0.68% | 11q | +1.7%+$74.1K |
| MML INVESTORS SERVICES, LLC | $4.2M | 76,316 | 0.01% | 19q | +13.1%+$480.9K |
| Arkadios Wealth Advisors | $4.1M | 75,649 | 0.06% | 7q | -4.7%-$202.5K |
| STEPHENS INC /AR/ | $4.1M | 74,396 | 0.05% | 11q | -1.1%-$45.2K |
| Crusonia Wealth Advisors LLC | $4.0M | 73,543 | 0.66% | 3q | HELD |
| Rockefeller Capital Management L.P. | $3.9M | 72,154 | 0.01% | 18q | -1.2%-$46.4K |
| NovaPoint Capital, LLC | $3.7M | 67,509 | 0.76% | 6q | -16.4%-$721.2K |
| Keystone Wealth Services, LLC | $3.2M | 59,007 | 0.60% | 2q | -5.3%-$180.8K |
| PNC Financial Services Group, Inc. | $2.5M | 46,115 | 0.00% | 9q | +147.9%+$1.5M |
| Ignite Planners, LLC | $2.4M | 44,966 | 0.34% | 7q | +0.8%+$20.5K |
| HARBOUR INVESTMENTS, INC. | $2.3M | 41,339 | 0.03% | 21q | -14.1%-$368.9K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.1M | 38,782 | 0.00% | 4q | +90.4%+$1.0M |
| HighTower Advisors, LLC | $2.1M | 38,010 | 0.00% | 14q | +4.1%+$81.3K |
| OLD MISSION CAPITAL LLC | $2.0M | 35,953 | 0.03% | 2q | +513.3%+$1.6M |
| Integrity Financial Corp /WA | $2.0M | 35,940 | 0.94% | 19q | -6.6%-$137.6K |
| NewEdge Advisors, LLC | $1.9M | 35,611 | 0.01% | 14q | HELD |
| McKinley Carter Wealth Services, Inc. | $1.9M | 34,931 | 0.10% | 18q | HELD |
| FWG Investments, LLC. | $1.9M | 34,394 | 0.99% | 11q | -2.9%-$56.5K |
| Steward Partners Investment Advisory, LLC | $1.9M | 33,987 | 0.01% | 15q | -2.0%-$38.5K |
| Ameritas Advisory Services, LLC | $1.8M | 33,455 | 0.04% | 19q | +149.9%+$1.1M |
| FOUNDERS FINANCIAL SECURITIES LLC | $1.8M | 33,133 | 0.09% | 9q | +4.9%+$84.5K |
| 1776 Wealth LLC | $1.7M | 31,969 | 0.61% | 19q | HELD |
| AE Wealth Management LLC | $1.7M | 31,773 | 0.01% | 22q | -1.7%-$30.7K |
| RFG Advisory, LLC | $1.6M | 29,376 | 0.03% | 6q | +10.3%+$149.6K |
| ROYAL BANK OF CANADA | $1.4M | 26,057 | 0.00% | 18q | -4.5%-$66.1K |
| Sanctuary Advisors, LLC | $1.4M | 25,871 | 0.01% | 9q | -5.3%-$79.1K |
| Tanglewood Legacy Advisors, LLC | $1.4M | 25,486 | 0.45% | 15q | -12.0%-$189.1K |
| COMPASS CAPITAL CORP /MA/ /ADV | $1.3M | 24,195 | 0.44% | 2q | +4.2%+$53.8K |
| Bison Wealth, LLC | $1.3M | 24,320 | 0.12% | 3q | HELD |
| Foundations Investment Advisors, LLC | $1.3M | 23,267 | 0.01% | 5q | -1.4%-$17.4K |
| Mariner, LLC | $1.2M | 21,752 | 0.00% | 19q | -3.8%-$46.4K |
| KINGSWOOD WEALTH ADVISORS, LLC | $1.1M | 20,758 | 0.05% | 10q | HELD |
| Grantvest Financial Group LLC | $1.1M | 19,449 | 0.61% | 7q | -3.7%-$40.6K |
| SACKS & ASSOCIATES, LLC | $1.0M | 18,994 | 0.70% | new | NEW |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $1.0M | 18,858 | 0.13% | 19q | HELD |
| Valtinson Bruner Financial Planning LLC | $1.0M | 18,568 | 0.25% | 15q | -14.8%-$175.1K |
| CITADEL ADVISORS LLC | $993.5K | 18,241 | 0.00% | 2q | +7.3%+$68.0K |
| OPPENHEIMER & CO INC | $962.8K | 17,677 | 0.01% | 15q | -10.2%-$109.6K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $936.7K | 17,070 | 0.00% | 7q | +72.7%+$394.4K |
| LBMC INVESTMENT ADVISORS, LLC | $912.2K | 16,748 | 0.05% | 4q | HELD |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $871.7K | 16,005 | 0.01% | 15q | -8.3%-$79.2K |
| DHJJ Financial Advisors, Ltd. | $871.5K | 16,001 | 0.25% | 15q | HELD |
| AQR CAPITAL MANAGEMENT LLC | $857.1K | 15,736 | 0.00% | 6q | +7.8%+$61.9K |
| FSB PREMIER WEALTH MANAGEMENT, INC. | $840.0K | 15,423 | 0.24% | 7q | -0.6%-$5.3K |
| CoreCap Advisors, LLC | $794.8K | 14,593 | 0.02% | 11q | +2.9%+$22.4K |
| CreativeOne Wealth, LLC | $786.5K | 14,439 | 0.02% | 11q | -80.0%-$3.1M |
| TFB Advisors LLC | $686.8K | 12,609 | 0.30% | 9q | +50.5%+$230.5K |
| Prospera Financial Services Inc | $661.4K | 12,143 | 0.01% | 11q | -0.5%-$3.5K |
| Snowden Capital Advisors LLC | $622.0K | 11,419 | 0.01% | 11q | HELD |
| CAPTRUST FINANCIAL ADVISORS | $606.7K | 11,138 | 0.00% | 14q | -15.3%-$109.9K |
| Clear Creek Financial Management, LLC | $585.0K | 10,741 | 0.04% | 9q | HELD |
| JPMORGAN CHASE & CO | $582.1K | 10,732 | 0.00% | new | NEW |
| Nicholson Wealth Management Group, LLC | $577.8K | 10,609 | 0.34% | 3q | HELD |
| Mutual Advisors, LLC | $574.4K | 10,545 | 0.01% | 19q | HELD |
| Keating Financial Advisory Services, Inc. | $571.0K | 10,483 | 0.08% | 3q | -0.6%-$3.3K |
| IFP Advisors, Inc | $551.1K | 10,118 | 0.01% | 23q | HELD |
| Pitti Group Wealth Management, LLC | $529.3K | 9,718 | 0.39% | 14q | HELD |
| FIDUCIARY FINANCIAL ADVISORS | $511.8K | 9,398 | 0.05% | new | NEW |
| Apollon Wealth Management, LLC | $497.3K | 9,131 | 0.01% | 13q | +28.0%+$108.9K |
| Strategic Blueprint, LLC | $488.6K | 8,970 | 0.02% | 6q | -68.8%-$1.1M |
| BECK CAPITAL MANAGEMENT, LLC | $484.8K | 8,901 | 0.09% | new | NEW |
| COLTON GROOME FINANCIAL ADVISORS, LLC | $472.2K | 8,669 | 0.11% | new | NEW |
| SWMG, LLC | $448.4K | 8,188 | 0.11% | 10q | HELD |
| LEGACY SOLUTIONS, LLC | $443.6K | 8,145 | 0.36% | 3q | HELD |
| Archer Investment Corp | $440.1K | 8,080 | 0.04% | 21q | +100.0%+$220.0K |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $430.4K | 7,902 | 0.01% | 9q | HELD |
| Share Andrew L. | $416.7K | 7,650 | 0.22% | 11q | HELD |
| Chris Bulman Inc | $409.0K | 7,509 | 0.15% | 5q | HELD |
| Savvy Advisors, Inc. | $408.3K | 7,496 | 0.01% | 11q | +53.3%+$141.9K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $407.9K | 7,493 | 0.00% | 4q | -25.8%-$141.5K |
| KINTRA WEALTH, LLC | $406.9K | 7,297 | 0.02% | 3q | -0.5%-$2.1K |
| Sigma Planning Corp | $389.6K | 7,152 | 0.01% | 11q | -13.3%-$59.9K |
| Main Street Financial Solutions, LLC | $384.9K | 7,066 | 0.02% | 7q | -9.5%-$40.4K |
| SOA Wealth Advisors, LLC. | $382.2K | 7,017 | 0.06% | 19q | -1.6%-$6.2K |
| SILVER OAK SECURITIES, INCORPORATED | $371.7K | 6,825 | 0.02% | 3q | HELD |
| Sowell Financial Services LLC | $358.9K | 6,590 | 0.01% | 6q | -5.0%-$19.0K |
| Concurrent Investment Advisors, LLC | $356.9K | 6,553 | 0.00% | 3q | -1.0%-$3.8K |
| Financial Network Wealth Advisors LLC | $321.4K | 5,900 | 0.33% | 11q | HELD |
| Integrated Wealth Concepts LLC | $320.0K | 5,875 | 0.00% | 11q | HELD |
| World Investment Advisors | $306.0K | 5,622 | 0.01% | 3q | +5.8%+$16.8K |
| Signal Advisors Wealth, LLC | $305.2K | 5,604 | 0.02% | 8q | -71.0%-$746.4K |
| Brookstone Capital Management | $301.2K | 5,530 | 0.00% | 6q | -59.3%-$439.2K |
| Fragasso Financial Advisors Inc | $294.4K | 5,406 | 0.02% | 15q | -2.2%-$6.8K |
| Buck Wealth Strategies, LLC | $284.9K | 5,230 | 0.03% | 5q | 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 |
|---|---|---|---|
| 2026-07-27 | 13G/A | First Trust Portfolios L.P.with 2 co-filers | 63.2% |
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 | 140 | $279.1M | 5,124,018 | 14 | 29 | 53 | 0.0% |
| Q1 2026 | 144 | $307.1M | 6,169,746 | 14 | 40 | 50 | 0.0% |
| Q4 2025 | 135 | $304.8M | 5,954,696 | 16 | 54 | 35 | 0.0% |
| Q3 2025 | 130 | $273.5M | 5,553,439 | 14 | 18 | 54 | 0.0% |
| Q2 2025 | 128 | $256.1M | 5,489,877 | 10 | 35 | 44 | 0.0% |
| Q1 2025 | 132 | $265.2M | 6,109,380 | 17 | 47 | 37 | 0.0% |
| Q4 2024 | 126 | $268.4M | 6,019,384 | 22 | 44 | 30 | 0.0% |
| Q3 2024 | 106 | $158.7M | 3,641,211 | 8 | 16 | 40 | 0.0% |
| Q2 2024 | 127 | $270.1M | 6,360,898 | 28 | 19 | 33 | 0.0% |
| Q1 2024 | 104 | $258.7M | 6,284,535 | 13 | 34 | 24 | 0.0% |
| Q4 2023 | 109 | $185.8M | 4,755,382 | 39 | 37 | 12 | 0.0% |
| Q3 2023 | 63 | $61.1M | 1,737,224 | 0 | 4 | 32 | 0.0% |
| Q2 2023 | 71 | $80.9M | 2,244,030 | 7 | 12 | 24 | 0.0% |
| Q1 2023 | 70 | $81.5M | 2,421,909 | 19 | 22 | 14 | 0.0% |
| Q4 2022 | 53 | $55.6M | 1,744,836 | 19 | 23 | 5 | 0.0% |
| Q3 2022 | 57 | $77.6M | 2,584,711 | 5 | 8 | 23 | 0.0% |
| Q2 2022 | 53 | $80.4M | 2,620,238 | 10 | 11 | 17 | 0.0% |
| Q1 2022 | 53 | $91.7M | 2,708,834 | 17 | 27 | 3 | 0.0% |
| Q4 2021 | 39 | $25.8M | 739,491 | 21 | 7 | 5 | 0.0% |
| Q3 2021 | 21 | $15.3M | 457,179 | 1 | 5 | 8 | 0.0% |
| Q2 2021 | 20 | $21.4M | 642,946 | 2 | 4 | 9 | 0.0% |
| Q1 2021 | 22 | $25.8M | 807,305 | 10 | 7 | 3 | 0.0% |
| Q4 2020 | 11 | $12.2M | 397,345 | 11 | 0 | 0 | 0.0% |