FIRST TR EXCHANGE-TRADED FD (FGSI)
Institutional ownership reported to the SEC as of Q2 2026, across 5 quarters.
7
Reporting holders
$2.5M
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
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.7M | 85,280 | 0.00% | 5q | -26.9%-$630.9K |
| ENVESTNET ASSET MANAGEMENT INC | $330.5K | 16,420 | 0.00% | 3q | +18.0%+$50.4K |
| Advisory Services Network, LLC | $220.0K | 10,930 | 0.00% | new | NEW |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $153.3K | 7,500 | 0.01% | new | NEW |
| Integrated Wealth Concepts LLC | $40.2K | 1,996 | 0.00% | new | NEW |
| Capital Investment Advisory Services, LLC | $19.1K | 950 | 0.00% | 2q | +35.7%+$5.0K |
| Triumph Capital Management | $6.0K | 300 | 0.00% | new | NEW |
| Capital Analysts, LLC | $24 | 1,190 | 0.00% | 3q | -73.7% |
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 | 7 | $2.5M | 123,376 | 4 | 2 | 1 | 0.0% |
| Q1 2026 | 4 | $2.5M | 131,737 | 1 | 1 | 2 | 0.0% |
| Q4 2025 | 4 | $2.8M | 141,140 | 3 | 1 | 0 | 0.0% |
| Q3 2025 | 1 | $2.0M | 95,415 | 0 | 0 | 1 | 0.0% |
| Q2 2025 | 1 | $2.0M | 99,953 | 1 | 0 | 0 | 0.0% |