FIRST TR EXCHANGE TRAD FD VI (FTGC)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
266
Reporting holders
$2.2B
Reported value
0.0%
Held as options
-7
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 |
|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | $588.7M | 21,763,134 | 0.10% | 31q | -50.1%-$592.1M |
| MORGAN STANLEY | $285.7M | 10,562,312 | 0.02% | 35q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $202.3M | 7,478,012 | 0.05% | 31q | +880.6%+$181.7M |
| OSAIC HOLDINGS, INC. | $147.9M | 5,466,281 | 0.17% | 26q | +854.4%+$132.4M |
| LPL Financial LLC | $89.1M | 3,295,649 | 0.02% | 31q | -1.2%-$1.1M |
| STOCK YARDS BANK & TRUST CO | $75.0M | 2,774,088 | 1.07% | 4q | +109.2%+$39.2M |
| UBS Group AG | $45.2M | 1,672,607 | 0.01% | 31q | +15.5%+$6.1M |
| ROYAL BANK OF CANADA | $43.8M | 1,617,836 | 0.01% | 31q | +3.2%+$1.4M |
| RAYMOND JAMES FINANCIAL INC | $38.3M | 1,415,450 | 0.01% | 7q | +31.4%+$9.2M |
| Cyndeo Wealth Partners, LLC | $31.3M | 1,157,535 | 1.48% | 15q | +2.2%+$670.5K |
| Modern Wealth Management, LLC | $26.3M | 971,639 | 0.31% | new | NEW |
| &PARTNERS | $26.1M | 965,395 | 0.11% | 10q | +34.6%+$6.7M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $25.2M | 932,402 | 0.01% | 20q | +29.3%+$5.7M |
| Csenge Advisory Group | $24.4M | 901,297 | 0.99% | 31q | +5.7%+$1.3M |
| Dunhill Financial, LLC | $21.3M | 782,279 | 4.35% | 11q | +38.5%+$5.9M |
| FIRST TRUST ADVISORS LP | $20.5M | 756,891 | 0.01% | 6q | +468.9%+$16.9M |
| OVERSEA-CHINESE BANKING Corp Ltd | $19.4M | 719,100 | 0.42% | 2q | -35.3%-$10.6M |
| Carrera Capital Advisors | $18.7M | 690,192 | 2.77% | 7q | -35.1%-$10.1M |
| Financial Enhancement Group LLC | $18.0M | 666,514 | 2.15% | 31q | +38.9%+$5.0M |
| COMMONWEALTH EQUITY SERVICES, LLC | $17.5M | 648,635 | 0.02% | 24q | -1.6%-$276.9K |
| Cetera Investment Advisers | $16.0M | 591,708 | 0.01% | 21q | +25.3%+$3.2M |
| Valmark Advisers, Inc. | $15.7M | 580,543 | 0.17% | 17q | -6.3%-$1.1M |
| HighPoint Advisor Group LLC | $15.5M | 574,445 | 0.55% | 3q | -5.2%-$852.8K |
| Bison Wealth, LLC | $13.8M | 498,160 | 1.27% | 3q | +3.7%+$494.3K |
| Envestnet Portfolio Solutions, Inc. | $12.7M | 470,207 | 0.06% | new | NEW |
| Cooper Financial Group | $10.5M | 386,464 | 0.87% | new | NEW |
| Capital Asset Advisory Services LLC | $10.3M | 382,602 | 0.37% | 12q | +10.7%+$1.0M |
| AXXCESS WEALTH MANAGEMENT, LLC | $10.2M | 377,555 | 0.16% | new | NEW |
| Solitude Financial Services | $9.2M | 338,563 | 2.54% | 18q | +0.7%+$60.2K |
| PSI Advisors, LLC | $8.8M | 324,348 | 2.04% | 2q | +1.4%+$122.5K |
| StoneX Group Inc. | $8.8M | 324,087 | 0.35% | new | NEW |
| Summit Financial, LLC | $8.7M | 320,040 | 0.09% | 4q | HELD |
| Petix & Botte Co | $8.6M | 316,406 | 1.72% | 21q | -4.4%-$395.0K |
| LexAurum Advisors, LLC | $7.7M | 283,090 | 0.88% | 4q | -20.3%-$1.9M |
| NewEdge Advisors, LLC | $7.6M | 280,803 | 0.02% | 20q | +99.8%+$3.8M |
| ARVEST INVESTMENTS, INC. | $7.6M | 280,704 | 0.92% | 11q | -25.5%-$2.6M |
| D.A. DAVIDSON & CO. | $7.4M | 274,403 | 0.04% | 21q | +48.9%+$2.4M |
| Mainsail Financial Group, LLC | $7.3M | 269,735 | 2.48% | 15q | +19.0%+$1.2M |
| Gladstone Institutional Advisory LLC | $7.3M | 268,950 | 0.23% | 21q | HELD |
| Prospera Financial Services Inc | $7.1M | 263,865 | 0.10% | 22q | +26.2%+$1.5M |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | $7.0M | 259,032 | 1.04% | 2q | +46.0%+$2.2M |
| W1M Asset Management Ltd | $6.8M | 251,724 | 0.06% | 3q | +5.8%+$376.1K |
| Farther Finance Advisors, LLC | $6.2M | 227,959 | 0.05% | 15q | -42.5%-$4.5M |
| Baird Financial Group, Inc. | $5.9M | 218,676 | 0.01% | 22q | +15.7%+$803.4K |
| ABLE Financial Group, LLC | $5.8M | 213,091 | 0.97% | 14q | +3.0%+$169.1K |
| Chicago Wealth Management, Inc. | $5.7M | 210,441 | 2.02% | 2q | +1.1%+$60.8K |
| HFG Wealth Management, LLC | $5.6M | 205,361 | 5.59% | 12q | -58.4%-$7.8M |
| CreativeOne Wealth, LLC | $5.5M | 203,939 | 0.12% | 8q | +474.2%+$4.6M |
| Walkner Condon Financial Advisors LLC | $4.8M | 176,312 | 0.55% | 6q | +5.1%+$230.8K |
| Ameritas Advisory Services, LLC | $4.6M | 170,168 | 0.09% | 19q | +76.3%+$2.0M |
| Integrated Wealth Concepts LLC | $4.5M | 166,937 | 0.02% | 2q | +13.0%+$518.2K |
| ASSETMARK, INC | $4.1M | 150,142 | 0.01% | 13q | +23.9%+$782.3K |
| Orion Porfolio Solutions, LLC | $4.0M | 146,629 | 0.03% | 31q | +91.4%+$1.9M |
| Climber Capital SA | $3.8M | 145,758 | 2.34% | 2q | HELD |
| CITIGROUP INC | $3.6M | 131,919 | 0.00% | 28q | +6.7%+$222.6K |
| Guided Capital Wealth Management, LLC | $3.6M | 131,764 | 2.08% | 2q | +11.1%+$355.0K |
| GUARDIAN WEALTH ADVISORS, LLC / NC | $3.3M | 121,915 | 0.19% | 19q | -15.9%-$623.6K |
| MGO ONE SEVEN LLC | $3.2M | 118,648 | 0.05% | 16q | +192.7%+$2.1M |
| Concurrent Investment Advisors, LLC | $3.2M | 118,410 | 0.03% | 11q | -64.7%-$5.9M |
| TRUIST FINANCIAL CORP | $3.2M | 116,969 | 0.00% | 23q | -4.5%-$148.2K |
| FWG Holdings, LLC | $3.0M | 103,112 | 1.05% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $3.0M | 112,058 | 0.04% | 21q | +2.7%+$79.3K |
| JPMORGAN CHASE & CO | $2.8M | 102,767 | 0.00% | 12q | +6.5%+$168.5K |
| Kestra Advisory Services, LLC | $2.7M | 99,317 | 0.01% | 24q | -60.7%-$4.2M |
| Crusonia Wealth Advisors LLC | $2.6M | 96,727 | 0.43% | 3q | HELD |
| Equitable Holdings, Inc. | $2.6M | 95,335 | 0.02% | 21q | -3.2%-$85.5K |
| HighTower Advisors, LLC | $2.5M | 94,188 | 0.00% | 22q | +5.3%+$127.9K |
| AE Wealth Management LLC | $2.4M | 87,620 | 0.01% | 21q | -1.4%-$33.7K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.3M | 82,727 | 0.00% | 7q | +40.3%+$666.2K |
| Corundum Group, Inc. | $2.3M | 84,182 | 0.68% | 20q | +1.2%+$26.5K |
| Flaharty Asset Management, LLC | $2.3M | 83,146 | 3.24% | 18q | -92.0%-$26.1M |
| Mutual Advisors, LLC | $2.3M | 83,307 | 0.04% | 28q | +1.5%+$32.8K |
| Milestones Private Investment Advisors LLC | $2.2M | 82,589 | 1.78% | new | NEW |
| Beacon Pointe Advisors, LLC | $2.2M | 81,873 | 0.01% | 4q | -2.7%-$62.1K |
| Private Advisor Group, LLC | $2.2M | 80,990 | 0.01% | 22q | +18.9%+$348.9K |
| Arkadios Wealth Advisors | $2.2M | 80,980 | 0.03% | 23q | +45.5%+$684.8K |
| RFG Advisory, LLC | $2.1M | 79,217 | 0.03% | 20q | +71.0%+$889.7K |
| MML INVESTORS SERVICES, LLC | $2.0M | 75,156 | 0.00% | 23q | +6.5%+$123.7K |
| Copia Wealth Management | $2.0M | 74,881 | 1.22% | 7q | +41.9%+$598.5K |
| Cherry Creek Investment Advisors, Inc. | $1.9M | 71,973 | 0.77% | 2q | +2.6%+$48.6K |
| Western Wealth Management, LLC | $1.9M | 70,295 | 0.06% | 21q | HELD |
| PRINCIPAL SECURITIES, INC. | $1.9M | 69,591 | 0.02% | 11q | -2.8%-$53.6K |
| BANK OF AMERICA CORP /DE/ | $1.9M | 68,854 | 0.00% | 18q | -4.0%-$77.2K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $1.8M | 68,155 | 0.02% | 8q | -0.8%-$14.4K |
| INSPIRION WEALTH ADVISORS, LLC | $1.8M | 65,863 | 0.20% | 23q | -21.9%-$500.5K |
| Gerald Baker Financial Group LLC | $1.7M | 64,167 | 0.49% | 2q | +4.5%+$75.3K |
| CHIRON CAPITAL MANAGEMENT, LLC | $1.7M | 63,380 | 1.54% | 23q | -6.0%-$109.1K |
| BENJAMIN EDWARDS INC | $1.7M | 63,067 | 0.02% | 15q | -36.3%-$971.1K |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV | $1.7M | 62,033 | 0.88% | 3q | +105.0%+$859.3K |
| FIFTH THIRD BANCORP | $1.7M | 61,570 | 0.00% | 2q | +3.5%+$56.9K |
| ARWA LLC | $1.6M | 57,099 | 0.68% | 2q | +47.4%+$523.7K |
| Raab & Moskowitz Asset Management LLC | $1.6M | 58,479 | 0.32% | 20q | HELD |
| PCG Wealth Advisors, LLC | $1.5M | 57,222 | 0.35% | 19q | -4.9%-$79.1K |
| E&G Advisors, LLC | $1.5M | 56,228 | 0.29% | 18q | +176.8%+$971.6K |
| FLAGSHIP HARBOR ADVISORS, LLC | $1.5M | 54,261 | 0.06% | 5q | +39.5%+$415.5K |
| CASCADE INVESTMENT GROUP, INC. | $1.5M | 54,064 | 0.82% | 15q | +1.5%+$21.8K |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $1.4M | 52,493 | 0.07% | 17q | -65.7%-$2.7M |
| SILVER OAK SECURITIES, INCORPORATED | $1.4M | 52,329 | 0.09% | 2q | +102.7%+$717.3K |
| Sargent Investment Group, LLC | $1.4M | 52,063 | 0.17% | 24q | +4.9%+$65.5K |
| Center For Asset Management LLC | $1.4M | 50,918 | 0.61% | 3q | +8.3%+$105.9K |
Showing the largest 100 of 275 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 | 266 | $2.2B | 81,359,010 | 28 | 106 | 78 | 0.0% |
| Q1 2026 | 273 | $2.6B | 88,939,708 | 59 | 108 | 68 | 0.0% |
| Q4 2025 | 228 | $1.4B | 58,651,801 | 31 | 90 | 77 | 0.0% |
| Q3 2025 | 228 | $1.7B | 65,565,910 | 26 | 68 | 85 | 0.0% |
| Q2 2025 | 229 | $1.9B | 75,941,853 | 14 | 77 | 103 | 0.0% |
| Q1 2025 | 251 | $1.9B | 76,099,309 | 31 | 82 | 90 | 0.0% |
| Q4 2024 | 251 | $1.7B | 69,927,945 | 27 | 66 | 95 | 0.0% |
| Q3 2024 | 226 | $1.6B | 67,343,547 | 23 | 61 | 108 | 0.0% |
| Q2 2024 | 245 | $1.8B | 73,625,536 | 24 | 64 | 111 | 0.0% |
| Q1 2024 | 240 | $2.0B | 85,837,222 | 19 | 72 | 121 | 0.0% |
| Q4 2023 | 249 | $1.9B | 86,809,296 | 18 | 59 | 129 | 0.0% |
| Q3 2023 | 247 | $1.9B | 79,504,945 | 24 | 67 | 118 | 0.0% |
| Q2 2023 | 250 | $1.8B | 79,670,336 | 14 | 71 | 128 | 0.0% |
| Q1 2023 | 259 | $2.0B | 85,601,025 | 24 | 87 | 108 | 0.0% |
| Q4 2022 | 263 | $2.3B | 93,618,779 | 22 | 76 | 114 | 0.0% |
| Q3 2022 | 298 | $3.0B | 117,591,049 | 28 | 95 | 134 | 0.0% |
| Q2 2022 | 313 | $3.4B | 126,150,840 | 48 | 160 | 71 | 0.0% |
| Q1 2022 | 284 | $3.1B | 110,951,246 | 85 | 143 | 39 | 0.0% |
| Q4 2021 | 210 | $1.5B | 62,607,144 | 28 | 103 | 36 | 0.0% |
| Q3 2021 | 170 | $1.3B | 54,370,423 | 25 | 97 | 31 | 0.0% |
| Q2 2021 | 161 | $1.2B | 48,899,652 | 62 | 72 | 13 | 0.0% |
| Q1 2021 | 105 | $582.8M | 27,799,094 | 46 | 43 | 8 | 0.0% |
| Q4 2020 | 62 | $152.2M | 7,870,789 | 14 | 30 | 8 | 0.0% |
| Q3 2020 | 54 | $104.0M | 6,116,880 | 18 | 19 | 8 | 0.0% |
| Q2 2020 | 38 | $50.2M | 3,224,832 | 5 | 9 | 16 | 0.0% |
| Q1 2020 | 49 | $54.4M | 3,795,468 | 7 | 6 | 23 | 0.0% |
| Q4 2019 | 55 | $117.6M | 6,212,730 | 5 | 18 | 20 | 0.0% |
| Q3 2019 | 53 | $108.5M | 5,977,367 | 9 | 17 | 17 | 0.0% |
| Q2 2019 | 53 | $108.1M | 5,822,248 | 5 | 20 | 20 | 0.0% |
| Q1 2019 | 59 | $115.3M | 6,151,136 | 11 | 19 | 20 | 0.0% |
| Q4 2018 | 63 | $119.7M | 6,668,491 | 2 | 1 | 3 | 0.0% |