FIRST TR EXCHNG TRADED FD VI (FJUN)
Institutional ownership reported to the SEC as of Q2 2026, across 25 quarters.
151
Reporting holders
$327.2M
Reported value
0.0%
Held as options
+11
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 | $33.6M | 560,836 | 0.01% | 20q | +12.5%+$3.7M |
| Cetera Investment Advisers | $23.4M | 390,534 | 0.02% | 23q | +52.9%+$8.1M |
| COMMONWEALTH EQUITY SERVICES, LLC | $17.8M | 297,435 | 0.02% | 25q | +4.1%+$700.8K |
| ASSETMARK, INC | $16.3M | 272,104 | 0.03% | 9q | +9.6%+$1.4M |
| Atria Investments, Inc | $15.0M | 250,168 | 0.15% | 13q | +164.7%+$9.3M |
| LPL Financial LLC | $14.6M | 243,513 | 0.00% | 13q | +95.8%+$7.1M |
| RAYMOND JAMES FINANCIAL INC | $12.1M | 202,177 | 0.00% | 7q | -0.9%-$112.3K |
| Keystone Wealth Services, LLC | $10.6M | 176,510 | 1.96% | 2q | HELD |
| OSAIC HOLDINGS, INC. | $9.6M | 160,253 | 0.01% | 25q | +18.9%+$1.5M |
| Legacy Capital Wealth Partners, LLC | $9.0M | 150,577 | 1.73% | 5q | +2.1%+$182.7K |
| Kestra Advisory Services, LLC | $7.9M | 132,079 | 0.03% | 24q | +0.9%+$68.9K |
| Rockefeller Capital Management L.P. | $7.2M | 120,643 | 0.01% | 17q | +4.4%+$302.4K |
| Mariner, LLC | $7.1M | 118,687 | 0.01% | 19q | -9.1%-$710.8K |
| MML INVESTORS SERVICES, LLC | $5.6M | 93,057 | 0.01% | 17q | +33.4%+$1.4M |
| BAM Wealth Management, LLC | $5.5M | 92,263 | 3.46% | new | NEW |
| CreativeOne Wealth, LLC | $4.3M | 71,442 | 0.09% | 13q | +292.8%+$3.2M |
| Avantra Family Wealth, Inc. | $4.1M | 68,796 | 2.63% | 5q | +0.7%+$28.7K |
| Aptus Capital Advisors, LLC | $4.1M | 68,550 | 0.03% | 12q | +1.0%+$38.9K |
| Financial Guidance Group, Inc. | $4.1M | 67,603 | 1.52% | 17q | HELD |
| REAP Financial Group, LLC | $4.0M | 66,920 | 0.69% | 11q | +5.2%+$199.3K |
| Valtinson Bruner Financial Planning LLC | $3.9M | 65,191 | 0.98% | 25q | -1.2%-$47.5K |
| Foguth Wealth Management, LLC. | $3.9M | 64,841 | 0.44% | 7q | -27.4%-$1.5M |
| Fragasso Financial Advisors Inc | $3.5M | 58,699 | 0.19% | 21q | -0.7%-$24.6K |
| HARBOUR INVESTMENTS, INC. | $3.2M | 53,661 | 0.04% | 17q | +8.7%+$258.4K |
| FWG Investments, LLC. | $3.0M | 49,426 | 1.57% | 11q | +11.8%+$311.6K |
| Arax Advisory Partners | $2.9M | 49,202 | 0.02% | new | NEW |
| Steward Partners Investment Advisory, LLC | $2.6M | 43,126 | 0.01% | 17q | HELD |
| CAPTRUST FINANCIAL ADVISORS | $2.6M | 42,839 | 0.00% | 14q | -13.6%-$404.8K |
| Quartz Partners, LLC | $2.6M | 42,824 | 0.84% | 4q | +1.9%+$47.1K |
| OLD MISSION CAPITAL LLC | $2.3M | 38,473 | 0.04% | 2q | -2.1%-$49.3K |
| Tanglewood Legacy Advisors, LLC | $2.3M | 37,590 | 0.73% | 15q | +6.2%+$131.9K |
| Foundations Investment Advisors, LLC | $2.3M | 37,548 | 0.02% | 9q | -8.2%-$200.6K |
| Farther Finance Advisors, LLC | $2.1M | 35,631 | 0.02% | 6q | +3.2%+$66.6K |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $2.0M | 33,711 | 0.25% | 21q | -0.5%-$10.3K |
| KINTRA WEALTH, LLC | $2.0M | 32,053 | 0.10% | 3q | +8.4%+$152.6K |
| Concurrent Investment Advisors, LLC | $2.0M | 32,747 | 0.02% | 9q | -2.2%-$43.6K |
| Arkadios Wealth Advisors | $2.0M | 32,728 | 0.03% | 7q | -3.3%-$67.7K |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / | $2.0M | 35,163 | 1.47% | new | NEW |
| Sowell Financial Services LLC | $1.9M | 31,865 | 0.06% | 7q | -0.5%-$9.8K |
| MGO ONE SEVEN LLC | $1.8M | 30,448 | 0.03% | 20q | +79.4%+$808.1K |
| Integrity Financial Corp /WA | $1.7M | 28,708 | 0.82% | 19q | -1.6%-$27.4K |
| Ameritas Advisory Services, LLC | $1.7M | 28,184 | 0.03% | 19q | +68.6%+$687.3K |
| Faithward Advisors, LLC | $1.7M | 28,170 | 0.21% | 8q | -62.5%-$2.8M |
| FOUNDERS FINANCIAL SECURITIES LLC | $1.6M | 27,300 | 0.08% | 8q | +5.9%+$91.5K |
| Horizon Investments, LLC | $1.6M | 27,300 | 0.02% | 9q | -46.5%-$1.4M |
| McKinley Carter Wealth Services, Inc. | $1.6M | 27,103 | 0.08% | 17q | +1.9%+$30.4K |
| Strategic Blueprint, LLC | $1.6M | 25,892 | 0.08% | 13q | +150.0%+$931.4K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $1.5M | 25,791 | 0.02% | 16q | -3.8%-$61.7K |
| Signal Advisors Wealth, LLC | $1.4M | 23,286 | 0.07% | 8q | +31.0%+$330.7K |
| TRUIST FINANCIAL CORP | $1.3M | 21,406 | 0.00% | 17q | -16.4%-$252.1K |
| Prosperity Consulting Group, LLC | $1.2M | 20,601 | 0.05% | 8q | HELD |
| Apollon Wealth Management, LLC | $1.2M | 19,665 | 0.01% | 17q | -12.9%-$174.5K |
| Archer Investment Corp | $1.1M | 18,816 | 0.11% | 21q | +98.6%+$560.1K |
| INTEGRITY ALLIANCE, LLC. | $1.1M | 18,766 | 0.04% | new | NEW |
| PRINCIPAL SECURITIES, INC. | $1.1M | 18,551 | 0.01% | 11q | +4.2%+$45.0K |
| NewEdge Advisors, LLC | $1.1M | 18,069 | 0.00% | 15q | HELD |
| Brookstone Capital Management | $1.0M | 17,467 | 0.01% | 9q | +109.6%+$547.5K |
| Gallagher Fiduciary Advisors, LLC | $1.0M | 17,251 | 0.03% | new | NEW |
| ROYAL BANK OF CANADA | $953.0K | 15,893 | 0.00% | 17q | -29.5%-$398.5K |
| DHJJ Financial Advisors, Ltd. | $947.0K | 15,797 | 0.27% | 18q | +34.0%+$240.3K |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $929.3K | 15,502 | 0.02% | 21q | HELD |
| RFG Advisory, LLC | $909.0K | 15,162 | 0.01% | 5q | +12.9%+$104.0K |
| Mutual Advisors, LLC | $902.2K | 15,050 | 0.02% | 10q | +46.2%+$285.3K |
| Modern Wealth Management, LLC | $899.5K | 15,005 | 0.01% | 5q | +23.5%+$171.3K |
| CITIZENS FINANCIAL GROUP INC/RI | $892.7K | 14,890 | 0.01% | 5q | -44.6%-$718.5K |
| STEPHENS INC /AR/ | $870.5K | 14,520 | 0.01% | 16q | -15.1%-$154.4K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $797.2K | 13,297 | 0.00% | 4q | -22.8%-$235.2K |
| PNC Financial Services Group, Inc. | $793.6K | 13,238 | 0.00% | 9q | +27.6%+$171.8K |
| CoreCap Advisors, LLC | $787.5K | 13,136 | 0.02% | 11q | +2.4%+$18.2K |
| Kovack Advisors, Inc. | $775.6K | 12,938 | 0.04% | 3q | +226.0%+$537.7K |
| SOA Wealth Advisors, LLC. | $759.0K | 12,660 | 0.13% | 13q | -2.6%-$20.1K |
| Grantvest Financial Group LLC | $752.6K | 12,553 | 0.44% | 7q | -0.5%-$3.9K |
| WEALTHGARDEN F.S. LLC | $747.9K | 12,476 | 0.42% | new | NEW |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $743.6K | 12,315 | 0.00% | 14q | -76.8%-$2.5M |
| SWMG, LLC | $734.1K | 12,178 | 0.17% | 13q | HELD |
| Csenge Advisory Group | $720.7K | 12,021 | 0.03% | new | NEW |
| HighTower Advisors, LLC | $686.3K | 11,448 | 0.00% | 4q | +56.2%+$246.8K |
| AQR CAPITAL MANAGEMENT LLC | $686.2K | 11,446 | 0.00% | new | NEW |
| FSB PREMIER WEALTH MANAGEMENT, INC. | $685.5K | 11,434 | 0.19% | 19q | +23.6%+$130.9K |
| TFB Advisors LLC | $683.4K | 11,399 | 0.30% | 9q | +54.7%+$241.5K |
| Camelot Portfolios, LLC | $672.2K | 11,212 | 0.47% | 17q | -2.3%-$16.0K |
| Plotkin Financial Advisors, LLC | $630.0K | 10,509 | 0.26% | 13q | HELD |
| WORLD EQUITY GROUP, INC. | $597.7K | 9,970 | 0.13% | new | NEW |
| Keating Financial Advisory Services, Inc. | $558.1K | 9,309 | 0.07% | 3q | -1.2%-$7.0K |
| Ausdal Financial Partners, Inc. | $549.6K | 9,168 | 0.02% | 8q | +33.5%+$138.1K |
| BECK CAPITAL MANAGEMENT, LLC | $523.8K | 8,738 | 0.10% | 2q | +142.7%+$308.0K |
| ERn Financial, LLC | $492.2K | 8,211 | 0.08% | new | NEW |
| OneDigital Investment Advisors LLC | $476.7K | 7,952 | 0.00% | 20q | -13.7%-$75.7K |
| LEGACY SOLUTIONS, LLC | $470.3K | 7,845 | 0.38% | 7q | -16.9%-$95.8K |
| FIDUCIARY FINANCIAL ADVISORS | $454.0K | 7,577 | 0.05% | new | NEW |
| Sigma Planning Corp | $443.4K | 7,396 | 0.01% | 17q | HELD |
| TRANSCEND CAPITAL ADVISORS, LLC | $410.1K | 6,840 | 0.03% | 6q | HELD |
| IFP Advisors, Inc | $405.0K | 6,755 | 0.01% | 21q | +6.6%+$25.0K |
| UPTICK PARTNERS, LLC | $404.1K | 6,740 | 0.06% | 8q | +8.9%+$32.9K |
| StoneX Group Inc. | $395.1K | 6,607 | 0.02% | new | NEW |
| Avior Wealth Management, LLC | $388.4K | 6,478 | 0.01% | 10q | -14.8%-$67.4K |
| World Investment Advisors | $373.8K | 6,237 | 0.01% | 3q | +8.5%+$29.2K |
| Maltin Wealth Management, Inc. | $373.4K | 6,229 | 0.12% | new | NEW |
| AdviceOne Advisory Services, LLC | $370.1K | 6,174 | 0.21% | 3q | HELD |
| LEIGH BALDWIN & CO., LLC | $363.7K | 6,068 | 0.20% | 7q | +0.5%+$2.0K |
Showing the largest 100 of 157 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 | 151 | $327.2M | 5,460,225 | 22 | 54 | 43 | 0.0% |
| Q1 2026 | 140 | $271.4M | 4,826,315 | 13 | 25 | 57 | 0.0% |
| Q4 2025 | 137 | $257.9M | 4,520,766 | 13 | 26 | 48 | 0.0% |
| Q3 2025 | 126 | $238.6M | 4,274,759 | 8 | 37 | 53 | 0.0% |
| Q2 2025 | 124 | $241.2M | 4,496,068 | 12 | 40 | 47 | 0.0% |
| Q1 2025 | 130 | $228.6M | 4,579,658 | 11 | 30 | 54 | 0.0% |
| Q4 2024 | 134 | $252.9M | 4,918,791 | 9 | 33 | 47 | 0.0% |
| Q3 2024 | 125 | $230.6M | 4,565,607 | 17 | 49 | 24 | 0.0% |
| Q2 2024 | 115 | $217.9M | 4,493,307 | 30 | 39 | 33 | 0.0% |
| Q1 2024 | 88 | $183.2M | 3,908,346 | 12 | 19 | 34 | 0.0% |
| Q4 2023 | 89 | $246.2M | 5,575,875 | 10 | 11 | 39 | 0.0% |
| Q3 2023 | 82 | $174.6M | 4,307,410 | 11 | 35 | 16 | 0.0% |
| Q2 2023 | 81 | $150.9M | 3,644,560 | 19 | 29 | 21 | 0.0% |
| Q1 2023 | 64 | $100.0M | 2,614,587 | 9 | 9 | 27 | 0.0% |
| Q4 2022 | 57 | $116.7M | 3,230,823 | 5 | 16 | 20 | 0.0% |
| Q3 2022 | 79 | $170.9M | 5,048,800 | 16 | 29 | 18 | 0.0% |
| Q2 2022 | 68 | $145.0M | 4,121,671 | 33 | 23 | 4 | 0.0% |
| Q1 2022 | 44 | $41.1M | 1,108,065 | 6 | 6 | 18 | 0.0% |
| Q4 2021 | 43 | $57.3M | 1,506,519 | 5 | 5 | 14 | 0.0% |
| Q3 2021 | 39 | $51.7M | 1,426,452 | 12 | 10 | 8 | 0.0% |
| Q2 2021 | 31 | $42.9M | 1,189,038 | 16 | 8 | 5 | 0.0% |
| Q1 2021 | 21 | $46.5M | 1,328,582 | 4 | 3 | 8 | 0.0% |
| Q4 2020 | 22 | $38.6M | 1,131,945 | 5 | 3 | 6 | 0.0% |
| Q3 2020 | 20 | $20.8M | 496,925 | 10 | 3 | 4 | 23.5% |
| Q2 2020 | 9 | $10.6M | 339,544 | 9 | 0 | 0 | 0.0% |