FIRST TR EXCHNG TRADED FD VI (FEBM)
Institutional ownership reported to the SEC as of Q2 2026, across 6 quarters.
38
Reporting holders
$22.0M
Reported value
0.0%
Held as options
+1
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 |
|---|---|---|---|---|---|
| Cooper Capital Advisors LLC | $3.2M | 103,629 | 1.40% | 5q | HELD |
| Madrona Financial Services, LLC | $2.2M | 71,785 | 0.41% | 2q | +6.1%+$128.2K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.3M | 42,130 | 0.00% | 4q | +160.9%+$811.2K |
| Cetera Investment Advisers | $1.3M | 41,141 | 0.00% | 6q | -23.4%-$392.2K |
| HARBOUR INVESTMENTS, INC. | $1.2M | 38,667 | 0.02% | 6q | +20.6%+$205.9K |
| Valmark Advisers, Inc. | $983.7K | 31,510 | 0.01% | 6q | HELD |
| Foguth Wealth Management, LLC. | $868.1K | 27,752 | 0.10% | 4q | -1.9%-$17.2K |
| COMMONWEALTH EQUITY SERVICES, LLC | $833.6K | 26,702 | 0.00% | 6q | -39.8%-$552.2K |
| Gallagher Fiduciary Advisors, LLC | $621.4K | 19,905 | 0.02% | 6q | +5.2%+$30.6K |
| Ignite Planners, LLC | $553.7K | 17,735 | 0.08% | 6q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $552.1K | 17,625 | 0.00% | 2q | -29.5%-$231.3K |
| Advisory Services Network, LLC | $549.4K | 17,598 | 0.01% | 6q | -11.0%-$67.6K |
| Crusonia Wealth Advisors LLC | $532.4K | 17,052 | 0.09% | 3q | HELD |
| Kestra Advisory Services, LLC | $521.6K | 16,706 | 0.00% | 6q | -1.2%-$6.2K |
| Ameritas Advisory Services, LLC | $465.0K | 14,893 | 0.01% | 2q | +60.3%+$175.0K |
| ENVESTNET ASSET MANAGEMENT INC | $438.7K | 14,052 | 0.00% | 6q | +3.9%+$16.5K |
| Capasso Planning Partners LLC | $412.6K | 13,215 | 0.21% | 2q | -3.5%-$14.8K |
| Buck Wealth Strategies, LLC | $393.1K | 12,590 | 0.04% | 5q | HELD |
| Americana Partners, LLC | $387.4K | 12,410 | 0.01% | 4q | -10.0%-$42.9K |
| LPL Financial LLC | $359.6K | 11,517 | 0.00% | 4q | +15.3%+$47.6K |
| GOLDMAN SACHS GROUP INC | $336.8K | 10,789 | 0.00% | 2q | -6.8%-$24.5K |
| Legacy Capital Wealth Partners, LLC | $332.3K | 10,643 | 0.06% | 5q | HELD |
| WealthCare Asset Management, LLC | $330.9K | 10,598 | 0.14% | new | NEW |
| PRECEDENT WEALTH PARTNERS, LLC | $324.4K | 10,391 | 0.05% | new | NEW |
| MILESTONE ASSET MANAGEMENT, LLC | $307.1K | 9,836 | 0.05% | 5q | HELD |
| LVZ, Inc. | $296.9K | 9,511 | 0.03% | new | NEW |
| Kovack Advisors, Inc. | $265.9K | 8,517 | 0.01% | 5q | HELD |
| FSB PREMIER WEALTH MANAGEMENT, INC. | $249.0K | 7,975 | 0.07% | 2q | HELD |
| Sequent Planning LLC | $248.4K | 7,956 | 0.05% | 2q | HELD |
| Triumph Capital Management | $247.1K | 7,914 | 0.04% | 3q | HELD |
| WEALTHGARDEN F.S. LLC | $232.6K | 7,450 | 0.13% | 6q | HELD |
| Integrity Financial Corp /WA | $221.6K | 7,098 | 0.11% | 6q | -22.0%-$62.3K |
| FWG Investments, LLC. | $216.1K | 6,921 | 0.11% | new | NEW |
| AE Wealth Management LLC | $214.8K | 6,881 | 0.00% | 6q | -1.0%-$2.2K |
| OSAIC HOLDINGS, INC. | $200.3K | 6,416 | 0.00% | 6q | -48.9%-$191.6K |
| BARCLAYS PLC | $152.4K | 4,880 | 0.00% | 5q | HELD |
| ASSETMARK, INC | $41.6K | 1,333 | 0.00% | 4q | -12.8%-$6.1K |
| Ashton Thomas Private Wealth, LLC | $24.7K | 792 | 0.00% | 4q | -58.4%-$34.7K |
| Cambridge Investment Research Advisors, Inc. | $1.5K | 47,702 | 0.00% | 5q | +22.9% |
| CX Institutional | $43 | 1,381 | 0.00% | 3q | 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 |
|---|---|---|---|
| 2026-08-07 | 13G/A | First Trust Portfolios L.P.with 2 co-filers | 10.1% |
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 | 38 | $22.0M | 704,515 | 4 | 7 | 14 | 0.0% |
| Q1 2026 | 37 | $20.6M | 678,030 | 8 | 12 | 6 | 0.0% |
| Q4 2025 | 37 | $26.0M | 855,607 | 3 | 5 | 16 | 0.0% |
| Q3 2025 | 38 | $30.1M | 1,005,398 | 11 | 3 | 13 | 0.0% |
| Q2 2025 | 32 | $29.4M | 1,004,293 | 11 | 10 | 6 | 0.0% |
| Q1 2025 | 26 | $26.0M | 912,744 | 26 | 0 | 0 | 0.0% |