FIRST TR EXCHNG TRADED FD VI (FJAN)
Institutional ownership reported to the SEC as of Q2 2026, across 30 quarters.
150
Reporting holders
$383.6M
Reported value
0.0%
Held as options
-4
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 |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | $36.6M | 664,850 | 0.01% | 18q | -1.1%-$393.2K |
| Cetera Investment Advisers | $32.3M | 585,819 | 0.03% | 22q | -3.7%-$1.2M |
| Rockefeller Capital Management L.P. | $23.1M | 418,817 | 0.04% | 18q | HELD |
| ASSETMARK, INC | $16.4M | 298,006 | 0.03% | 9q | +6.4%+$985.2K |
| LPL Financial LLC | $16.0M | 290,433 | 0.00% | 13q | +2.8%+$441.6K |
| Brookstone Capital Management | $16.0M | 289,553 | 0.16% | 17q | -8.5%-$1.5M |
| RAYMOND JAMES FINANCIAL INC | $14.1M | 255,931 | 0.00% | 7q | -7.7%-$1.2M |
| MML INVESTORS SERVICES, LLC | $12.1M | 220,455 | 0.02% | 14q | +7.8%+$874.9K |
| COMMONWEALTH EQUITY SERVICES, LLC | $11.7M | 212,519 | 0.01% | 22q | -3.6%-$442.2K |
| First International Bank of Israel Ltd. | $10.5M | 190,000 | 2.85% | 2q | HELD |
| Arax Advisory Partners | $10.5M | 189,959 | 0.07% | new | NEW |
| OSAIC HOLDINGS, INC. | $9.0M | 163,756 | 0.01% | 22q | +30.2%+$2.1M |
| FSA WEALTH PARTNERS, INC. | $8.2M | 149,325 | 2.06% | new | NEW |
| Atria Investments, Inc | $7.7M | 139,976 | 0.08% | 2q | -9.2%-$779.0K |
| REAP Financial Group, LLC | $6.5M | 118,734 | 1.12% | 11q | -2.8%-$189.9K |
| STEPHENS INC /AR/ | $6.4M | 116,623 | 0.07% | 10q | -5.9%-$405.3K |
| Kestra Advisory Services, LLC | $5.9M | 107,682 | 0.02% | 22q | -25.8%-$2.1M |
| Foguth Wealth Management, LLC. | $5.2M | 93,841 | 0.59% | 8q | -25.4%-$1.8M |
| SMART Wealth LLC | $4.8M | 87,156 | 1.03% | 10q | -19.0%-$1.1M |
| Bleakley Financial Group, LLC | $4.7M | 86,166 | 0.06% | 6q | -4.6%-$226.8K |
| BAM Wealth Management, LLC | $4.4M | 79,832 | 2.75% | 2q | -12.1%-$607.4K |
| Plotkin Financial Advisors, LLC | $4.4M | 79,135 | 1.81% | 10q | HELD |
| HighTower Advisors, LLC | $3.9M | 71,278 | 0.00% | 6q | +1.7%+$64.9K |
| Sigma Planning Corp | $3.9M | 70,514 | 0.10% | 2q | HELD |
| CreativeOne Wealth, LLC | $3.8M | 68,347 | 0.08% | 15q | -3.5%-$134.9K |
| Integrity Financial Corp /WA | $3.6M | 64,797 | 1.71% | 19q | -4.8%-$178.6K |
| MGO ONE SEVEN LLC | $3.3M | 59,548 | 0.05% | 6q | -5.5%-$191.1K |
| 1776 Wealth LLC | $3.2M | 58,580 | 1.14% | 14q | HELD |
| Private Advisor Group, LLC | $3.2M | 57,360 | 0.01% | 2q | -32.8%-$1.5M |
| Keystone Wealth Services, LLC | $2.9M | 53,052 | 0.54% | 2q | -2.2%-$67.2K |
| Independent Wealth Network Inc. | $2.5M | 45,593 | 0.64% | 10q | -3.5%-$90.7K |
| Maia Wealth LLC | $2.5M | 45,356 | 0.37% | 3q | -2.2%-$57.3K |
| Apollon Wealth Management, LLC | $2.2M | 40,207 | 0.03% | 6q | HELD |
| Faithward Advisors, LLC | $2.1M | 37,496 | 0.25% | 10q | -1.3%-$26.6K |
| Main Street Financial Solutions, LLC | $2.0M | 37,063 | 0.13% | 22q | -7.3%-$160.9K |
| Strategic Blueprint, LLC | $2.0M | 35,970 | 0.10% | 10q | +105.3%+$1.0M |
| HARBOUR INVESTMENTS, INC. | $1.9M | 33,890 | 0.03% | 21q | -6.6%-$132.5K |
| Avior Wealth Management, LLC | $1.8M | 32,658 | 0.05% | 7q | HELD |
| Ameritas Advisory Services, LLC | $1.8M | 32,505 | 0.04% | 10q | +176.0%+$1.1M |
| MONEY CONCEPTS CAPITAL CORP | $1.8M | 32,376 | 0.08% | 3q | +41.7%+$525.2K |
| Integrated Advisors Network LLC | $1.8M | 31,943 | 0.08% | 6q | HELD |
| FWG Investments, LLC. | $1.7M | 31,355 | 0.91% | 11q | -2.0%-$34.4K |
| Mutual Advisors, LLC | $1.7M | 30,589 | 0.03% | 10q | -4.1%-$72.3K |
| FOUNDERS FINANCIAL SECURITIES LLC | $1.7M | 30,528 | 0.09% | 8q | +5.5%+$87.9K |
| Steward Partners Investment Advisory, LLC | $1.7M | 30,051 | 0.01% | 14q | -0.8%-$13.8K |
| Harvest Investment Services, LLC | $1.6M | 29,816 | 0.25% | 10q | +54.9%+$582.0K |
| AE Wealth Management LLC | $1.5M | 27,887 | 0.01% | 19q | +1.8%+$27.0K |
| ROYAL BANK OF CANADA | $1.5M | 27,716 | 0.00% | 15q | -6.3%-$102.4K |
| Tanglewood Legacy Advisors, LLC | $1.5M | 27,503 | 0.49% | 15q | -2.3%-$36.4K |
| TRUIST FINANCIAL CORP | $1.5M | 27,207 | 0.00% | 14q | -3.8%-$59.9K |
| Signal Advisors Wealth, LLC | $1.5M | 26,325 | 0.07% | 11q | +0.6%+$8.5K |
| Ignite Planners, LLC | $1.4M | 25,283 | 0.19% | 10q | HELD |
| OPPENHEIMER & CO INC | $1.4M | 24,744 | 0.01% | 17q | +1.5%+$20.4K |
| Fragasso Financial Advisors Inc | $1.4M | 24,638 | 0.07% | 18q | -5.7%-$82.4K |
| NewEdge Advisors, LLC | $1.2M | 21,700 | 0.00% | 12q | +16.3%+$167.7K |
| Marshall Financial Group, LLC | $1.1M | 20,677 | 0.17% | 19q | HELD |
| Archer Investment Corp | $1.1M | 20,572 | 0.11% | 22q | +100.0%+$566.7K |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $1.1M | 20,456 | 0.14% | 15q | +1.9%+$21.0K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.1M | 19,783 | 0.00% | 5q | -11.9%-$148.4K |
| FSB PREMIER WEALTH MANAGEMENT, INC. | $1.1M | 19,593 | 0.30% | 18q | HELD |
| VestGen Advisors, LLC | $1.0M | 18,654 | 0.03% | 2q | -7.0%-$77.3K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $1.0M | 18,582 | 0.01% | 6q | -16.2%-$197.9K |
| VestGen Investment Management | $996.4K | 18,086 | 0.53% | 2q | -3.9%-$40.3K |
| GREAT VALLEY ADVISOR GROUP, INC. | $961.2K | 17,454 | 0.02% | 6q | +12.1%+$104.0K |
| KINTRA WEALTH, LLC | $959.2K | 16,977 | 0.05% | 3q | HELD |
| Arkadios Wealth Advisors | $950.1K | 17,246 | 0.01% | 12q | -3.0%-$29.6K |
| Foundations Investment Advisors, LLC | $948.8K | 17,222 | 0.01% | 5q | -7.3%-$74.8K |
| Prospera Financial Services Inc | $945.8K | 17,169 | 0.01% | 10q | -63.7%-$1.7M |
| Synergy Asset Management, LLC | $929.8K | 16,877 | 0.09% | 6q | -27.0%-$344.4K |
| RFG Advisory, LLC | $921.6K | 16,729 | 0.01% | 5q | +12.7%+$103.7K |
| Gallagher Fiduciary Advisors, LLC | $848.7K | 15,405 | 0.03% | 2q | -6.8%-$61.6K |
| PNC Financial Services Group, Inc. | $839.0K | 15,230 | 0.00% | 9q | -1.4%-$11.5K |
| Outlook Wealth Advisors, LLC | $838.7K | 15,264 | 0.18% | 2q | +11.6%+$87.1K |
| Concurrent Investment Advisors, LLC | $837.1K | 15,195 | 0.01% | 4q | HELD |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $826.6K | 15,005 | 0.01% | 14q | HELD |
| CoreCap Advisors, LLC | $812.1K | 14,741 | 0.02% | 11q | +2.6%+$20.3K |
| Savvy Advisors, Inc. | $774.1K | 14,052 | 0.02% | 6q | HELD |
| Midwest Financial Network, LLC | $764.8K | 13,883 | 0.52% | new | FIRST |
| Prosperity Consulting Group, LLC | $755.2K | 13,708 | 0.03% | 11q | -19.0%-$176.6K |
| Mariner, LLC | $750.8K | 13,628 | 0.00% | 10q | +5.2%+$37.3K |
| INSIGNEO ADVISORY SERVICES, LLC | $705.4K | 12,804 | 0.03% | 9q | -8.9%-$68.6K |
| Chris Bulman Inc | $695.5K | 12,625 | 0.25% | 4q | -10.4%-$81.0K |
| DHJJ Financial Advisors, Ltd. | $693.0K | 12,580 | 0.20% | 18q | HELD |
| TFB Advisors LLC | $683.9K | 12,415 | 0.30% | 9q | +50.2%+$228.6K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $673.5K | 12,225 | 0.03% | 10q | +12.6%+$75.4K |
| NOVEM GROUP | $655.8K | 11,905 | 0.07% | 6q | +7.0%+$42.7K |
| McKinley Carter Wealth Services, Inc. | $614.0K | 11,145 | 0.03% | 11q | HELD |
| KINGSWOOD WEALTH ADVISORS, LLC | $612.0K | 11,110 | 0.02% | 6q | -2.6%-$16.5K |
| OneDigital Investment Advisors LLC | $601.9K | 10,925 | 0.01% | 18q | -13.8%-$96.7K |
| Sanctuary Advisors, LLC | $573.9K | 10,418 | 0.00% | 9q | HELD |
| Keating Financial Advisory Services, Inc. | $569.7K | 10,341 | 0.08% | 3q | -0.6%-$3.5K |
| Advisory Services Network, LLC | $544.0K | 9,874 | 0.01% | 10q | +2.0%+$10.5K |
| LANARK FINANCIAL, INC. | $541.5K | 9,829 | 0.04% | 12q | -3.0%-$16.9K |
| Clearstead Advisors, LLC | $526.6K | 9,559 | 0.00% | 2q | HELD |
| Grantvest Financial Group LLC | $523.3K | 9,499 | 0.30% | 6q | -4.4%-$24.2K |
| Mission Financial Group, LLC | $518.2K | 9,406 | 0.43% | 3q | -3.3%-$17.9K |
| FIDUCIARY FINANCIAL ADVISORS | $495.5K | 8,997 | 0.05% | new | NEW |
| AssuredPartners Investment Advisors, LLC | $486.6K | 8,833 | 0.05% | 7q | HELD |
| Luken Investment Analytics, LLC | $484.8K | 8,800 | 0.17% | 15q | HELD |
| WORLD EQUITY GROUP, INC. | $479.3K | 8,701 | 0.11% | 2q | -26.1%-$169.5K |
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 |
|---|---|---|---|
| 2026-07-27 | 13G/A | First Trust Portfolios L.P.with 2 co-filers | 62.0% |
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 | 150 | $383.6M | 6,961,646 | 10 | 30 | 59 | 0.0% |
| Q1 2026 | 154 | $366.2M | 7,277,282 | 26 | 72 | 30 | 0.0% |
| Q4 2025 | 137 | $265.3M | 5,126,833 | 16 | 16 | 69 | 0.0% |
| Q3 2025 | 132 | $316.1M | 6,309,062 | 10 | 28 | 55 | 0.0% |
| Q2 2025 | 132 | $323.5M | 6,806,100 | 6 | 37 | 50 | 0.0% |
| Q1 2025 | 137 | $276.5M | 6,232,070 | 38 | 58 | 20 | 0.0% |
| Q4 2024 | 111 | $189.4M | 4,123,371 | 9 | 21 | 44 | 0.0% |
| Q3 2024 | 108 | $211.6M | 4,735,037 | 7 | 13 | 52 | 0.0% |
| Q2 2024 | 111 | $242.0M | 5,574,259 | 14 | 16 | 48 | 0.0% |
| Q1 2024 | 108 | $270.9M | 6,453,790 | 37 | 38 | 14 | 0.0% |
| Q4 2023 | 75 | $120.1M | 3,010,262 | 5 | 12 | 26 | 0.0% |
| Q3 2023 | 67 | $108.3M | 2,964,358 | 6 | 6 | 29 | 0.0% |
| Q2 2023 | 68 | $121.0M | 3,262,271 | 7 | 9 | 30 | 0.0% |
| Q1 2023 | 69 | $119.1M | 3,410,485 | 23 | 27 | 13 | 0.0% |
| Q4 2022 | 47 | $32.5M | 993,318 | 8 | 7 | 14 | 0.0% |
| Q3 2022 | 50 | $46.1M | 1,509,635 | 0 | 11 | 17 | 0.0% |
| Q2 2022 | 57 | $51.7M | 1,654,605 | 8 | 19 | 14 | 0.0% |
| Q1 2022 | 52 | $64.4M | 1,862,246 | 25 | 14 | 9 | 0.0% |
| Q4 2021 | 32 | $69.0M | 2,019,414 | 7 | 7 | 8 | 0.0% |
| Q3 2021 | 25 | $65.8M | 1,993,378 | 1 | 6 | 8 | 0.0% |
| Q2 2021 | 31 | $58.9M | 1,794,225 | 5 | 3 | 9 | 0.0% |
| Q1 2021 | 33 | $65.1M | 2,072,997 | 31 | 0 | 0 | 0.0% |
| Q4 2020 | 1 | $78.0K | 2,388 | 0 | 0 | 0 | 0.0% |
| Q3 2020 | 1 | $78.0K | 2,388 | 0 | 0 | 0 | 0.0% |
| Q2 2020 | 1 | $78.0K | 2,388 | 0 | 0 | 0 | 0.0% |
| Q1 2020 | 1 | $78.0K | 2,388 | 0 | 0 | 0 | 0.0% |
| Q4 2019 | 1 | $78.0K | 2,388 | 0 | 0 | 0 | 0.0% |
| Q3 2019 | 1 | $78.0K | 2,388 | 0 | 0 | 0 | 0.0% |
| Q2 2019 | 1 | $78.0K | 2,388 | 0 | 0 | 0 | 0.0% |
| Q1 2019 | 1 | $78.0K | 2,388 | 1 | 0 | 0 | 0.0% |