HolderBook

FIRST TR EXCHANGE-TRADED FD (FPWR)

Institutional ownership reported to the SEC as of Q2 2026, across 28 quarters.

30
Reporting holders
$10.0M
Reported value
0.0%
Held as options
+2
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

FilerValueShares Their book Held Change
LPL Financial LLC$2.3M60,1480.00%5q-19.0%-$528.2K
Cetera Investment Advisers$1.8M48,4990.00%10q+6.5%+$111.7K
JANE STREET GROUP, LLC$1.8M47,2330.00%2q+21.8%+$317.5K
Ameritas Investment Partners, Inc.$1.2M32,4990.03%16q+12.2%+$133.0K
Waverly Advisors, LLC$569.4K15,1800.00%6qHELD
ROYAL BANK OF CANADA$468.0K12,4840.00%28q-51.0%-$486.5K
OSAIC HOLDINGS, INC.$450.8K12,0190.00%26q+19.9%+$74.7K
Prime Capital Investment Advisors, LLC$335.1K8,9350.00%3q+5.9%+$18.8K
SUSQUEHANNA INTERNATIONAL GROUP, LLP$259.1K6,9080.00%newNEW
Portfolio Strategies, Inc.$238.7K6,3650.02%newNEW
Ancora Advisors LLC$123.7K3,2990.00%23qHELD
HARBOUR INVESTMENTS, INC.$91.9K2,4510.00%2qHELD
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$86.8K2,3440.01%3qHELD
Capital Investment Advisory Services, LLC$60.9K1,6250.00%3qHELD
Keating Financial Advisory Services, Inc.$43.3K1,1550.01%2qHELD
Geneos Wealth Management Inc.$35.8K9550.00%19qHELD
AE Wealth Management LLC$28.3K7550.00%3qHELD
Heritage Wealth Advisors$22.6K6040.00%2qHELD
FIDUCIARY FINANCIAL ADVISORS$21.0K5600.00%newNEW
Larson Financial Group LLC$17.4K4640.00%22q+0.7%
LANARK FINANCIAL, INC.$14.6K3900.00%12qHELD
Olistico Wealth, LLC$12.2K3250.01%3qHELD
PFS Partners, LLC$10.3K2740.00%2qHELD
Holos Integrated Wealth LLC$7.5K2000.00%2qHELD
JONES FINANCIAL COMPANIES LLLP$6.3K1670.00%newNEW
IFG Advisory, LLC$4.6K1230.00%newNEW
Founders Financial Alliance, LLC$4.6K1230.00%2q+0.8%
Steward Partners Investment Advisory, LLC$1.6K440.00%2qHELD
Cambridge Investment Research Advisors, Inc.$89823,9360.00%2q+225.7%
MERCER GLOBAL ADVISORS INC /ADV$15140.00%newNEW
MORGAN STANLEY$6410.00%newNEW

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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202630$10.0M266,1337720.0%
Q1 202628$10.6M282,73911530.0%
Q4 202518$5.6M168,3766530.0%
Q3 202518$8.5M255,5554530.0%
Q2 202516$5.4M170,0602520.0%
Q1 202518$5.7M185,7333630.0%
Q4 202419$6.5M224,0582850.0%
Q3 202417$5.1M175,2562650.0%
Q2 202418$4.5M178,7166540.0%
Q1 202412$2.2M91,3192240.0%
Q4 202314$3.3M137,8762340.0%
Q3 202312$3.4M149,0850260.0%
Q2 202314$6.7M269,1372440.0%
Q1 202312$3.6M143,2021530.0%
Q4 202212$5.5M213,2854510.0%
Q3 202211$3.4M140,0603310.0%
Q2 202210$2.0M79,9151410.0%
Q1 202212$3.7M140,4054120.0%
Q4 202113$5.5M223,6141230.0%
Q3 202112$4.5M196,8103220.0%
Q2 20219$3.6M155,3591310.0%
Q1 20219$4.1M177,6503210.0%
Q4 20205$1.2M53,7531110.0%
Q3 20202$660.0K32,0900010.0%
Q2 20203$931.0K47,5671020.0%
Q1 20202$1.0M55,8080010.0%
Q4 20193$1.5M69,8221010.0%
Q3 20192$1.8M84,0552000.0%