FIRST TR EXCHANGE TRADED FD (FTBI)
Institutional ownership reported to the SEC as of Q2 2026, across 5 quarters.
7
Reporting holders
$2.3M
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
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| OSAIC HOLDINGS, INC. | $864.1K | 39,657 | 0.00% | 3q | +182.4%+$558.1K |
| Capital Investment Advisory Services, LLC | $825.1K | 37,874 | 0.05% | 3q | +15.1%+$108.5K |
| Kestra Advisory Services, LLC | $413.0K | 18,958 | 0.00% | 3q | +24.6%+$81.6K |
| HARBOUR INVESTMENTS, INC. | $100.2K | 4,600 | 0.00% | 3q | HELD |
| Integrated Wealth Concepts LLC | $88.6K | 4,066 | 0.00% | new | NEW |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $47.7K | 2,200 | 0.00% | new | NEW |
| IMG Wealth Management, Inc. | $3.4K | 154 | 0.00% | 5q | HELD |
| Capital Analysts, LLC | $38 | 1,748 | 0.00% | 4q | HELD |
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 | 7 | $2.3M | 107,509 | 2 | 3 | 0 | 0.0% |
| Q1 2026 | 9 | $1.7M | 83,096 | 3 | 4 | 0 | 0.0% |
| Q4 2025 | 9 | $1.5M | 72,014 | 8 | 0 | 0 | 0.0% |
| Q3 2025 | 4 | $698.4K | 34,611 | 3 | 0 | 0 | 0.0% |
| Q2 2025 | 2 | $401.9K | 19,571 | 2 | 0 | 0 | 0.0% |