FIRST TR EXCHNG TRADED FD VI (FHDG)
Institutional ownership reported to the SEC as of Q2 2026, across 7 quarters.
29
Reporting holders
$59.8M
Reported value
0.0%
Calls
0.0%
Puts
+6
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
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Investors Portfolio Services LLC | $20.3M | 559,359 | 15.47% | new | NEW |
| Pitti Group Wealth Management, LLC | $12.3M | 339,548 | 8.96% | 6q | +2.1%+$254.9K |
| RFG Advisory, LLC | $9.3M | 257,086 | 0.15% | 5q | +4.2%+$377.5K |
| Bullseye Investment Management, LLC | $5.7M | 156,393 | 2.79% | 2q | +8358.2%+$5.6M |
| Sage Capital Advisors,llc | $2.5M | 70,336 | 0.53% | 6q | HELD |
| Kestra Advisory Services, LLC | $1.6M | 43,602 | 0.01% | 6q | -5.8%-$98.2K |
| Maia Wealth LLC | $1.3M | 35,639 | 0.19% | 2q | +1.3%+$16.1K |
| Diversify Advisory Services, LLC | $1.1M | 30,151 | 0.02% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $1.1M | 30,151 | 0.02% | 2q | +279.2%+$802.3K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.0M | 27,620 | 0.00% | 6q | -14.9%-$175.9K |
| NOVEM GROUP | $681.0K | 18,791 | 0.07% | 2q | -11.3%-$87.0K |
| Belpointe Asset Management LLC | $369.2K | 10,189 | 0.01% | 2q | HELD |
| Lionshead Wealth Management, LLC | $352.6K | 9,730 | 0.23% | 7q | HELD |
| Prime Capital Investment Advisors, LLC | $291.6K | 8,046 | 0.00% | new | NEW |
| JANE STREET GROUP, LLC | $265.9K | 7,338 | 0.00% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $257.6K | 7,108 | 0.00% | 6q | HELD |
| Triumph Capital Management | $241.9K | 6,674 | 0.04% | new | NEW |
| Quad-Cities Investment Group, LLC | $213.4K | 5,889 | 0.08% | new | NEW |
| OLD MISSION CAPITAL LLC | $204.4K | 5,641 | 0.00% | 3q | -75.6%-$632.9K |
| JPMORGAN CHASE & CO | $200.7K | 5,558 | 0.00% | 2q | -71.9%-$512.5K |
| Capital Analysts, LLC | $117.0K | 3,236 | 0.00% | 4q | -1.3%-$1.6K |
| BARCLAYS PLC | $92.3K | 2,546 | 0.00% | 7q | HELD |
| HOLLENCREST CAPITAL MANAGEMENT | $89.8K | 2,479 | 0.01% | 4q | HELD |
| HARBOUR INVESTMENTS, INC. | $88.8K | 2,451 | 0.00% | 7q | HELD |
| Integrity Financial Corp /WA | $63.0K | 1,739 | 0.03% | 2q | HELD |
| Caitlin John, LLC | $53.6K | 1,478 | 0.03% | 4q | -8.8%-$5.1K |
| OSAIC HOLDINGS, INC. | $37.4K | 1,033 | 0.00% | 6q | -50.0%-$37.4K |
| N.E.W. Advisory Services LLC | $36.2K | 1,000 | 0.00% | new | NEW |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $21.7K | 600 | 0.00% | 2q | +500.0%+$18.1K |
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 | 29 | $59.8M | 1,651,411 | 7 | 6 | 8 | 0.0% |
| Q1 2026 | 23 | $29.8M | 881,025 | 8 | 5 | 5 | 0.0% |
| Q4 2025 | 20 | $63.5M | 1,872,134 | 7 | 7 | 2 | 0.0% |
| Q3 2025 | 16 | $148.4M | 4,500,107 | 5 | 5 | 2 | 0.0% |
| Q2 2025 | 12 | $16.1M | 506,856 | 3 | 4 | 2 | 0.0% |
| Q1 2025 | 9 | $3.9M | 128,105 | 6 | 1 | 1 | 0.0% |
| Q4 2024 | 5 | $4.2M | 136,183 | 4 | 0 | 0 | 0.0% |