HolderBook

FIRST TR EXCHANGE TRADED FD (FTKI)

Institutional ownership reported to the SEC as of Q2 2026, across 6 quarters.

5
Reporting holders
$21.9M
Reported value
0.0%
Held as options
-3
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
COMMONWEALTH EQUITY SERVICES, LLC$20.8M1,037,3010.03%2q+6.2%+$1.2M
Kingsview Wealth Management, LLC$879.9K43,9410.01%2q+31.5%+$211.0K
Orion Porfolio Solutions, LLC$202.7K10,1210.00%newNEW
Capital Investment Advisory Services, LLC$58.4K2,9170.00%2q+121.5%+$32.0K
OSAIC HOLDINGS, INC.$10.5K5250.00%newNEW
WEDBUSH SECURITIES INC$21710,8430.01%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 20265$21.9M1,094,8052300.0%
Q1 20268$21.2M1,096,2877100.0%
Q4 20252$452.1M57,086,9111010.0%
Q3 20253$149.4K7,9722010.0%
Q2 20251$400.0K21,3360100.0%
Q1 20252$95.5K4,9752000.0%