FIRST TR EXCHNG TRADED FD VI (FIXD)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
304
Reporting holders
$2.5B
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 |
|---|---|---|---|---|---|
| MORGAN STANLEY | $404.3M | 9,271,481 | 0.02% | 35q | +4.1%+$15.9M |
| LPL Financial LLC | $315.8M | 7,240,550 | 0.07% | 31q | -10.5%-$37.2M |
| WELLS FARGO & COMPANY/MN | $207.4M | 4,756,148 | 0.03% | 31q | -60.1%-$312.0M |
| ENVESTNET ASSET MANAGEMENT INC | $101.1M | 2,317,649 | 0.02% | 31q | +2.5%+$2.5M |
| RAYMOND JAMES FINANCIAL INC | $94.6M | 2,169,904 | 0.03% | 7q | -23.0%-$28.2M |
| AMERIPRISE FINANCIAL INC | $74.6M | 1,710,220 | 0.02% | 9q | -63.0%-$127.2M |
| HighTower Advisors, LLC | $70.1M | 1,607,387 | 0.07% | 30q | -2.0%-$1.5M |
| UBS Group AG | $66.8M | 1,531,195 | 0.01% | 31q | HELD |
| ROYAL BANK OF CANADA | $66.3M | 1,519,654 | 0.01% | 31q | -1.1%-$759.2K |
| TRUIST FINANCIAL CORP | $54.1M | 1,236,235 | 0.06% | 27q | +3.0%+$1.6M |
| NewEdge Advisors, LLC | $46.8M | 1,073,904 | 0.14% | 31q | +47.4%+$15.1M |
| BANK OF AMERICA CORP /DE/ | $41.2M | 943,810 | 0.00% | 31q | +3.1%+$1.2M |
| Cetera Investment Advisers | $41.0M | 940,552 | 0.04% | 25q | -0.5%-$224.0K |
| Geneos Wealth Management Inc. | $38.7M | 887,302 | 0.79% | 33q | +3.6%+$1.3M |
| &PARTNERS | $35.4M | 819,967 | 0.15% | 10q | +12.1%+$3.8M |
| OSAIC HOLDINGS, INC. | $35.2M | 807,975 | 0.04% | 26q | +6.4%+$2.1M |
| GDS Wealth Management | $34.2M | 783,681 | 1.63% | 19q | +14.3%+$4.3M |
| Arax Advisory Partners | $31.5M | 723,246 | 0.21% | 13q | +13.2%+$3.7M |
| Great Lakes Retirement, Inc. | $28.6M | 654,829 | 2.54% | 9q | +2.6%+$725.5K |
| PARK NATIONAL CORP /OH/ | $27.5M | 630,782 | 0.77% | 9q | +28.8%+$6.1M |
| Baird Financial Group, Inc. | $26.3M | 602,672 | 0.04% | 29q | +12.0%+$2.8M |
| Prospera Financial Services Inc | $23.0M | 526,865 | 0.33% | 29q | -1.7%-$390.9K |
| STIFEL FINANCIAL CORP | $22.4M | 514,423 | 0.02% | 31q | -9.9%-$2.5M |
| Steward Partners Investment Advisory, LLC | $21.8M | 500,399 | 0.11% | 28q | +1043.4%+$19.9M |
| CITADEL ADVISORS LLC | $21.2M | 485,591 | 0.00% | 10q | +742.9%+$18.7M |
| TCP Asset Management, LLC | $20.5M | 469,114 | 2.32% | 15q | +11.2%+$2.1M |
| Per Stirling Capital Management, LLC. | $18.4M | 421,122 | 1.74% | 9q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $18.1M | 416,157 | 0.02% | 31q | -9.4%-$1.9M |
| LeClair Wealth Partners LLC | $17.9M | 410,941 | 9.28% | new | NEW |
| Dominguez Wealth Management Solutions, Inc. | $15.0M | 343,382 | 8.25% | 15q | +5.0%+$711.0K |
| MML INVESTORS SERVICES, LLC | $12.0M | 276,076 | 0.02% | 28q | +20.0%+$2.0M |
| Rockefeller Capital Management L.P. | $11.6M | 264,896 | 0.02% | 11q | +5.7%+$627.6K |
| FIRST TRUST ADVISORS LP | $11.2M | 257,271 | 0.01% | 20q | +11.7%+$1.2M |
| LexAurum Advisors, LLC | $10.6M | 243,516 | 1.23% | 15q | +8.0%+$789.4K |
| AXXCESS WEALTH MANAGEMENT, LLC | $10.3M | 236,958 | 0.16% | new | NEW |
| Triumph Capital Management | $9.9M | 228,135 | 1.80% | 20q | -2.4%-$247.8K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $9.8M | 224,844 | 0.01% | 24q | +2.7%+$254.6K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $9.8M | 223,997 | 0.00% | 3q | -45.0%-$8.0M |
| Integrated Wealth Concepts LLC | $9.5M | 217,678 | 0.05% | 22q | +15.0%+$1.2M |
| BENJAMIN EDWARDS INC | $9.5M | 216,753 | 0.09% | 26q | +8.6%+$752.6K |
| Landmark Wealth Management, LLC | $8.8M | 202,601 | 2.11% | 19q | +7.8%+$640.1K |
| TWIN PEAKS WEALTH ADVISORS, LLC | $8.2M | 187,558 | 1.85% | 11q | -1.2%-$96.5K |
| MGO ONE SEVEN LLC | $8.1M | 184,718 | 0.13% | 14q | -10.7%-$962.1K |
| Sanctuary Advisors, LLC | $7.8M | 179,003 | 0.04% | 9q | +1.2%+$92.9K |
| JANE STREET GROUP, LLC | $7.7M | 176,885 | 0.00% | 10q | -55.1%-$9.5M |
| Vise Technologies, Inc. | $7.6M | 174,742 | 0.09% | 3q | +2609.2%+$7.3M |
| Mariner, LLC | $7.5M | 171,321 | 0.01% | 19q | -17.8%-$1.6M |
| IFP Advisors, Inc | $7.4M | 169,238 | 0.13% | 34q | -18.1%-$1.6M |
| CoreCap Advisors, LLC | $6.8M | 155,430 | 0.20% | 18q | +12.7%+$763.5K |
| Commonwealth Financial Services, LLC | $6.7M | 153,627 | 0.90% | 12q | -80.4%-$27.5M |
| Kestra Advisory Services, LLC | $6.4M | 146,459 | 0.02% | 24q | -4.0%-$268.8K |
| ERn Financial, LLC | $6.2M | 143,214 | 1.03% | 25q | +5.1%+$300.3K |
| Pine Valley Investments Ltd Liability Co | $5.7M | 131,498 | 0.23% | 13q | HELD |
| JPMORGAN CHASE & CO | $5.6M | 128,531 | 0.00% | 22q | +1027.2%+$5.1M |
| Randall & Associates Wealth Management | $5.2M | 120,096 | 3.24% | 11q | +3.0%+$154.6K |
| ASSETMARK, INC | $5.2M | 119,121 | 0.01% | 13q | +10.3%+$484.9K |
| Stratos Wealth Partners, LTD. | $5.1M | 116,949 | 0.05% | 25q | -4.7%-$251.5K |
| Kingsview Wealth Management, LLC | $5.1M | 116,154 | 0.06% | 28q | +24.4%+$993.9K |
| RFG Advisory, LLC | $5.0M | 115,714 | 0.08% | 28q | -30.0%-$2.2M |
| IAMS WEALTH MANAGEMENT, LLC | $5.0M | 115,002 | 1.51% | 15q | +142.4%+$2.9M |
| Retirement Planning Group, LLC | $5.0M | 114,822 | 0.13% | 15q | +7.2%+$337.3K |
| Ashton Thomas Private Wealth, LLC | $5.0M | 113,881 | 0.10% | 12q | +11.7%+$518.7K |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV | $4.9M | 113,161 | 2.58% | 3q | +0.8%+$39.6K |
| Darwin Wealth Management, LLC | $4.9M | 112,766 | 1.35% | 25q | +0.6%+$31.5K |
| Mutual Advisors, LLC | $4.9M | 111,362 | 0.09% | 28q | +17.3%+$717.6K |
| Family Capital Management, Inc. | $4.8M | 110,383 | 1.87% | 15q | +4.0%+$184.6K |
| Keystone Wealth Services, LLC | $4.7M | 108,343 | 0.88% | 12q | +4.9%+$222.1K |
| AE Wealth Management LLC | $4.6M | 106,045 | 0.02% | 29q | +92.3%+$2.2M |
| BCGM Wealth Management, LLC | $4.0M | 92,775 | 0.86% | 23q | +5.2%+$201.0K |
| CreativeOne Wealth, LLC | $4.0M | 90,997 | 0.09% | 10q | -4.7%-$195.1K |
| Capital Planning LLC | $3.9M | 89,683 | 1.14% | 23q | -11.3%-$497.4K |
| World Investment Advisors | $3.7M | 85,391 | 0.06% | 8q | +0.5%+$19.7K |
| Core Wealth Partners LLC | $3.7M | 84,881 | 1.58% | 14q | +28.9%+$830.6K |
| Westside Investment Management, Inc. | $3.7M | 83,950 | 0.48% | 16q | HELD |
| Equitable Holdings, Inc. | $3.5M | 79,764 | 0.02% | 24q | -31.4%-$1.6M |
| OPPENHEIMER & CO INC | $3.4M | 78,368 | 0.04% | 14q | +7.2%+$229.8K |
| HARBOUR INVESTMENTS, INC. | $3.4M | 76,889 | 0.05% | 21q | -9.0%-$331.8K |
| FSB PREMIER WEALTH MANAGEMENT, INC. | $3.4M | 76,868 | 0.94% | 23q | -16.3%-$655.0K |
| Ameritas Advisory Services, LLC | $3.4M | 76,856 | 0.07% | 19q | +75.4%+$1.4M |
| Bank of New York Mellon Corp | $3.3M | 76,137 | 0.00% | 27q | +8.6%+$262.8K |
| CFO4Life Group, LLC | $3.3M | 75,387 | 0.44% | 26q | +2.3%+$73.6K |
| Atria Investments, Inc | $3.2M | 74,298 | 0.03% | 29q | -1.1%-$36.9K |
| HBW ADVISORY SERVICES LLC | $3.2M | 73,931 | 0.29% | 12q | -12.5%-$460.8K |
| FAGAN ASSOCIATES, INC. | $3.2M | 72,531 | 0.39% | 15q | -3.1%-$100.3K |
| Cannon Financial Strategists, Inc. | $3.2M | 72,459 | 0.36% | 17q | +5.2%+$155.4K |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $3.0M | 68,686 | 0.05% | 16q | -3.1%-$96.8K |
| Kovack Advisors, Inc. | $3.0M | 68,556 | 0.14% | 3q | -1.2%-$37.7K |
| INDEPENDENT FINANCIAL GROUP, LLC | $2.8M | 63,124 | 0.05% | 6q | -23.2%-$833.4K |
| Larson Financial Group LLC | $2.7M | 62,598 | 0.07% | 28q | -49.0%-$2.6M |
| Orion Porfolio Solutions, LLC | $2.7M | 62,412 | 0.02% | 14q | +4.4%+$114.8K |
| Concurrent Investment Advisors, LLC | $2.6M | 60,450 | 0.02% | 11q | +5.7%+$141.5K |
| Harvest Investment Services, LLC | $2.6M | 59,492 | 0.40% | 24q | +7.1%+$170.9K |
| HOWARD FINANCIAL SERVICES, LTD. | $2.5M | 56,809 | 0.25% | 27q | -4.4%-$113.6K |
| Farther Finance Advisors, LLC | $2.5M | 56,618 | 0.02% | 15q | -11.3%-$314.3K |
| FIFTH THIRD BANCORP | $2.4M | 55,635 | 0.00% | 2q | -23.8%-$758.9K |
| LaSalle St. Investment Advisors, LLC | $2.4M | 55,625 | 0.30% | 7q | +1.1%+$27.4K |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $2.4M | 54,847 | 0.11% | 14q | -14.2%-$397.1K |
| Private Advisor Group, LLC | $2.4M | 54,585 | 0.01% | 31q | -52.2%-$2.6M |
| NewSquare Capital LLC | $2.3M | 52,982 | 0.17% | 23q | +23.4%+$438.5K |
| Keating Financial Advisory Services, Inc. | $2.3M | 51,870 | 0.30% | 3q | +5.7%+$122.8K |
Showing the largest 100 of 319 reported holders.
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 | 304 | $2.5B | 57,210,647 | 22 | 119 | 109 | 0.0% |
| Q1 2026 | 307 | $2.9B | 67,320,105 | 34 | 114 | 114 | 0.0% |
| Q4 2025 | 300 | $2.6B | 58,963,894 | 25 | 111 | 111 | 0.0% |
| Q3 2025 | 284 | $2.5B | 56,247,318 | 22 | 102 | 113 | 0.0% |
| Q2 2025 | 295 | $2.5B | 56,983,197 | 10 | 84 | 160 | 0.1% |
| Q1 2025 | 318 | $2.9B | 66,528,585 | 20 | 78 | 178 | 0.1% |
| Q4 2024 | 339 | $3.5B | 80,831,090 | 23 | 115 | 136 | 0.0% |
| Q3 2024 | 311 | $4.2B | 92,113,349 | 21 | 151 | 108 | 0.0% |
| Q2 2024 | 314 | $3.9B | 89,898,254 | 25 | 123 | 141 | 0.0% |
| Q1 2024 | 318 | $5.2B | 116,300,357 | 27 | 165 | 96 | 0.0% |
| Q4 2023 | 318 | $4.1B | 91,868,106 | 26 | 120 | 120 | 0.0% |
| Q3 2023 | 290 | $3.3B | 78,869,124 | 15 | 133 | 107 | 0.0% |
| Q2 2023 | 299 | $3.2B | 71,165,483 | 38 | 146 | 80 | 0.6% |
| Q1 2023 | 269 | $2.6B | 58,626,818 | 31 | 128 | 78 | 0.0% |
| Q4 2022 | 248 | $2.0B | 45,389,435 | 19 | 75 | 116 | 0.0% |
| Q3 2022 | 285 | $2.7B | 61,089,218 | 19 | 87 | 140 | 0.0% |
| Q2 2022 | 299 | $2.8B | 60,067,846 | 24 | 75 | 171 | 0.0% |
| Q1 2022 | 316 | $3.5B | 70,868,849 | 24 | 95 | 154 | 0.0% |
| Q4 2021 | 322 | $4.0B | 75,795,958 | 26 | 111 | 108 | 0.0% |
| Q3 2021 | 286 | $3.6B | 67,877,011 | 27 | 139 | 83 | 0.0% |
| Q2 2021 | 280 | $3.6B | 67,236,156 | 22 | 142 | 95 | 0.0% |
| Q1 2021 | 280 | $3.6B | 68,947,486 | 44 | 141 | 75 | 0.0% |
| Q4 2020 | 258 | $3.2B | 58,697,609 | 42 | 133 | 40 | 0.0% |
| Q3 2020 | 208 | $2.7B | 48,288,789 | 37 | 131 | 26 | 0.0% |
| Q2 2020 | 167 | $1.9B | 34,490,036 | 43 | 92 | 18 | 0.0% |
| Q1 2020 | 135 | $1.1B | 20,020,020 | 25 | 71 | 27 | 0.0% |
| Q4 2019 | 128 | $843.4M | 16,263,062 | 23 | 72 | 12 | 0.0% |
| Q3 2019 | 105 | $598.6M | 11,365,886 | 32 | 46 | 16 | 0.0% |
| Q2 2019 | 79 | $413.8M | 7,982,762 | 19 | 41 | 9 | 0.0% |
| Q1 2019 | 74 | $346.6M | 6,808,146 | 17 | 26 | 16 | 0.0% |
| Q4 2018 | 63 | $243.9M | 4,943,723 | 1 | 3 | 3 | 0.0% |