FIRST TR EXCHANGE-TRADED FD (FMTL)
Institutional ownership reported to the SEC as of Q2 2026, across 3 quarters.
17
Reporting holders
$11.2M
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 |
|---|---|---|---|---|---|
| Quadcap Wealth Management, LLC | $2.9M | 89,448 | 0.28% | 2q | +5.8%+$160.8K |
| Kestra Advisory Services, LLC | $1.7M | 52,231 | 0.01% | 2q | +1.6%+$27.3K |
| CITADEL ADVISORS LLC | $1.2M | 35,956 | 0.00% | 3q | +63.0%+$452.9K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $884.0K | 27,128 | 0.00% | new | NEW |
| Accel Wealth Management | $696.1K | 21,363 | 0.16% | 3q | +92.2%+$333.9K |
| Independent Wealth Network Inc. | $651.5K | 19,994 | 0.17% | 2q | +21.5%+$115.4K |
| Cetera Investment Advisers | $629.9K | 19,330 | 0.00% | new | NEW |
| WealthCare Investment Partners, LLC | $607.9K | 18,655 | 0.15% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $523.6K | 16,069 | 0.00% | 2q | -0.6%-$2.9K |
| AE Wealth Management LLC | $442.8K | 13,588 | 0.00% | 3q | +46.3%+$140.2K |
| FSB PREMIER WEALTH MANAGEMENT, INC. | $402.3K | 12,347 | 0.11% | 2q | +87.1%+$187.3K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $243.3K | 7,466 | 0.00% | new | NEW |
| JANE STREET GROUP, LLC | $215.1K | 6,602 | 0.00% | new | NEW |
| CoreCap Advisors, LLC | $61.1K | 1,875 | 0.00% | 2q | +13.6%+$7.3K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $51.3K | 1,574 | 0.00% | 2q | +138.5%+$29.8K |
| Integrated Wealth Concepts LLC | $8.8K | 269 | 0.00% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $370 | 11,354 | 0.00% | new | NEW |
| SBI Securities Co., Ltd. | $65 | 2 | 0.00% | new | NEW |
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 | 17 | $11.2M | 343,897 | 7 | 9 | 1 | 0.0% |
| Q1 2026 | 13 | $7.8M | 233,602 | 9 | 3 | 1 | 0.0% |
| Q4 2025 | 4 | $1.5M | 49,737 | 4 | 0 | 0 | 0.0% |