FIRST TR EXCHNG TRADED FD VI (FHDG)
Institutional ownership reported to the SEC as of Q2 2026, across 7 quarters.
27
Reporting holders
$54.1M
Reported value
0.0%
Held as options
+6
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 |
|---|---|---|---|---|---|
| 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 |
| 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 |
| 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 |
| Capital Analysts, LLC | $117 | 3,236 | 0.00% | 4q | -1.3% |
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 | 27 | $54.1M | 1,491,782 | 7 | 5 | 7 | 0.0% |
| Q1 2026 | 21 | $29.6M | 875,897 | 7 | 5 | 5 | 0.0% |
| Q4 2025 | 18 | $62.4M | 1,838,319 | 6 | 7 | 2 | 0.0% |
| Q3 2025 | 14 | $148.0M | 4,489,232 | 4 | 5 | 2 | 0.0% |
| Q2 2025 | 11 | $15.9M | 499,260 | 3 | 3 | 2 | 0.0% |
| Q1 2025 | 8 | $3.7M | 121,382 | 5 | 1 | 1 | 0.0% |
| Q4 2024 | 5 | $4.2M | 136,183 | 4 | 0 | 0 | 0.0% |