FIRST TR EXCHNG TRADED FD VI (GJUN)
Institutional ownership reported to the SEC as of Q2 2026, across 13 quarters.
127
Reporting holders
$245.5M
Reported value
0.0%
Held as options
+17
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 |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | $29.9M | 725,061 | 0.01% | 7q | +213.4%+$20.3M |
| Cetera Investment Advisers | $20.3M | 492,470 | 0.02% | 13q | +36.5%+$5.4M |
| ENVESTNET ASSET MANAGEMENT INC | $19.5M | 474,211 | 0.00% | 12q | +110.4%+$10.2M |
| OSAIC HOLDINGS, INC. | $17.7M | 429,079 | 0.02% | 13q | +248.9%+$12.6M |
| Atria Investments, Inc | $17.5M | 424,651 | 0.18% | 13q | +61.3%+$6.6M |
| LPL Financial LLC | $15.5M | 375,220 | 0.00% | 12q | +132.2%+$8.8M |
| Mariner, LLC | $10.8M | 263,272 | 0.01% | 13q | -2.0%-$220.7K |
| COMMONWEALTH EQUITY SERVICES, LLC | $9.8M | 238,641 | 0.01% | 13q | +11.6%+$1.0M |
| First International Bank of Israel Ltd. | $8.2M | 200,000 | 2.25% | 5q | HELD |
| Kestra Advisory Services, LLC | $6.1M | 148,862 | 0.02% | 13q | -13.4%-$949.2K |
| Focus Partners Wealth | $5.8M | 141,194 | 0.01% | 9q | -4.1%-$248.7K |
| Avantra Family Wealth, Inc. | $4.5M | 108,930 | 2.86% | 7q | +0.6%+$24.8K |
| MAI Capital Management | $4.3M | 105,248 | 0.02% | 9q | +798.5%+$3.9M |
| BAM Wealth Management, LLC | $4.3M | 104,305 | 2.69% | new | NEW |
| CreativeOne Wealth, LLC | $3.6M | 86,666 | 0.08% | 10q | +170.8%+$2.3M |
| VestGen Advisors, LLC | $3.5M | 84,174 | 0.10% | 3q | -11.4%-$448.3K |
| Archer Investment Corp | $2.9M | 71,070 | 0.28% | 13q | +129.6%+$1.7M |
| FOUNDERS FINANCIAL SECURITIES LLC | $1.9M | 45,688 | 0.10% | 9q | +5.6%+$99.9K |
| Foundations Investment Advisors, LLC | $1.9M | 45,627 | 0.02% | 13q | -3.6%-$70.5K |
| Arkadios Wealth Advisors | $1.8M | 43,979 | 0.03% | 7q | HELD |
| Tanglewood Legacy Advisors, LLC | $1.8M | 43,132 | 0.57% | 13q | +53.0%+$615.5K |
| CAPTRUST FINANCIAL ADVISORS | $1.6M | 39,784 | 0.00% | 13q | -43.1%-$1.2M |
| TRUIST FINANCIAL CORP | $1.5M | 36,627 | 0.00% | 13q | +2.6%+$38.7K |
| Keystone Wealth Services, LLC | $1.5M | 36,071 | 0.28% | 13q | -1.4%-$20.6K |
| Gallagher Fiduciary Advisors, LLC | $1.5M | 35,913 | 0.05% | 10q | +157.3%+$904.3K |
| GREAT VALLEY ADVISOR GROUP, INC. | $1.4M | 35,099 | 0.02% | new | NEW |
| Diligent Investors, LLC | $1.4M | 34,481 | 0.32% | 13q | +7.3%+$96.8K |
| Range Financial Group LLC | $1.4M | 33,091 | 0.37% | new | NEW |
| Americana Partners, LLC | $1.3M | 32,256 | 0.03% | 12q | -65.9%-$2.6M |
| CITY HOLDING CO | $1.3M | 31,100 | 0.14% | 13q | HELD |
| HighTower Advisors, LLC | $1.3M | 31,020 | 0.00% | new | NEW |
| Triad Wealth Partners, LLC | $1.3M | 30,122 | 0.07% | 5q | +3.4%+$41.7K |
| AdvisorNet Financial, Inc | $1.2M | 29,814 | 0.06% | 6q | -0.5%-$6.2K |
| Nvest Financial, LLC | $1.1M | 27,341 | 0.36% | 7q | HELD |
| NorthCrest Asset Manangement, LLC | $1.1M | 26,558 | 0.03% | 13q | +164.0%+$681.9K |
| NewEdge Advisors, LLC | $1.0M | 25,302 | 0.00% | 9q | +17.1%+$152.1K |
| Integrated Wealth Concepts LLC | $1.0M | 25,146 | 0.01% | 13q | HELD |
| Ausdal Financial Partners, Inc. | $955.5K | 23,198 | 0.04% | 5q | +33.5%+$239.7K |
| MML INVESTORS SERVICES, LLC | $951.9K | 23,111 | 0.00% | 3q | +13.5%+$112.9K |
| Icon Wealth Advisors, LLC | $903.5K | 21,935 | 0.05% | 11q | HELD |
| Global Retirement Partners, LLC | $897.9K | 21,800 | 0.01% | 5q | +84.7%+$411.9K |
| NEW WAVE WEALTH ADVISORS LLC | $888.2K | 21,564 | 0.12% | new | NEW |
| LANGLEY WEALTH MANAGEMENT, LLC | $875.8K | 42,276 | 0.74% | new | FIRST |
| Ignite Planners, LLC | $871.4K | 21,156 | 0.12% | 6q | -17.4%-$183.8K |
| Mutual Advisors, LLC | $830.0K | 20,150 | 0.02% | 5q | +48.2%+$269.8K |
| KINTRA WEALTH, LLC | $788.6K | 18,750 | 0.04% | 2q | -1.9%-$15.4K |
| Strategic Blueprint, LLC | $750.4K | 18,219 | 0.04% | new | NEW |
| Signal Advisors Wealth, LLC | $742.7K | 18,031 | 0.04% | 2q | -13.4%-$115.0K |
| NovaPoint Capital, LLC | $734.1K | 17,822 | 0.15% | 9q | -56.1%-$939.9K |
| Brookstone Capital Management | $723.7K | 17,571 | 0.01% | 9q | +78.8%+$319.0K |
| Farther Finance Advisors, LLC | $722.7K | 17,545 | 0.01% | 6q | +440.7%+$589.0K |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $698.0K | 16,947 | 0.03% | 9q | -60.0%-$1.0M |
| Steward Partners Investment Advisory, LLC | $686.5K | 16,666 | 0.00% | 13q | +24.9%+$137.0K |
| Madrona Financial Services, LLC | $661.0K | 16,047 | 0.12% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $634.9K | 15,415 | 0.01% | 13q | +1254.6%+$588.1K |
| Arax Advisory Partners | $630.9K | 15,318 | 0.00% | 2q | +100.0%+$315.5K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $615.9K | 41,341 | 0.00% | 12q | +84.6%+$282.3K |
| Harvest Investment Services, LLC | $591.1K | 14,350 | 0.09% | 8q | -6.1%-$38.5K |
| Santori & Peters, Inc. | $579.5K | 14,070 | 0.16% | 13q | HELD |
| Sequent Planning LLC | $560.0K | 13,596 | 0.12% | 10q | -34.6%-$296.0K |
| UPTICK PARTNERS, LLC | $513.0K | 12,455 | 0.08% | 8q | +26.8%+$108.5K |
| REAP Financial Group, LLC | $512.0K | 12,431 | 0.09% | 11q | -3.5%-$18.5K |
| PKS Advisory Services, LLC | $483.4K | 11,737 | 0.08% | new | NEW |
| Integrity Financial Corp /WA | $477.1K | 11,584 | 0.23% | 13q | -24.2%-$152.4K |
| INDEPENDENT FINANCIAL GROUP, LLC | $472.0K | 11,459 | 0.01% | 6q | -52.7%-$525.9K |
| WORLD EQUITY GROUP, INC. | $464.7K | 11,283 | 0.10% | new | NEW |
| Robertson Stephens Wealth Management, LLC | $448.1K | 10,880 | 0.01% | 13q | HELD |
| BFI Wealth Solutions, LLC | $441.1K | 10,708 | 0.33% | 3q | -4.6%-$21.5K |
| Concurrent Investment Advisors, LLC | $432.5K | 10,499 | 0.00% | 2q | +32.9%+$107.0K |
| CITADEL ADVISORS LLC | $402.9K | 9,782 | 0.00% | 3q | -53.2%-$457.8K |
| Ameritas Advisory Services, LLC | $396.5K | 9,627 | 0.01% | new | NEW |
| NORDEN GROUP LLC | $394.8K | 9,585 | 0.03% | 9q | -5.7%-$23.9K |
| CoreCap Advisors, LLC | $393.9K | 9,562 | 0.01% | 10q | +1.8%+$6.9K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $379.8K | 9,231 | 0.00% | 5q | +36.1%+$100.8K |
| StoneX Group Inc. | $327.1K | 7,960 | 0.01% | new | NEW |
| Prosperity Financial Group, Inc. | $326.8K | 7,933 | 0.10% | 12q | +5.5%+$17.0K |
| MGO ONE SEVEN LLC | $322.9K | 7,839 | 0.01% | 5q | +5.0%+$15.3K |
| Quad-Cities Investment Group, LLC | $322.3K | 7,825 | 0.12% | 13q | HELD |
| Summit Financial Wealth Advisors, LLC | $317.7K | 7,714 | 0.04% | 5q | -5.1%-$17.0K |
| STEPHENS INC /AR/ | $315.7K | 7,665 | 0.00% | 12q | HELD |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $315.5K | 7,660 | 0.04% | 12q | HELD |
| AE Wealth Management LLC | $315.0K | 7,647 | 0.00% | 13q | HELD |
| 1776 Wealth LLC | $311.4K | 7,560 | 0.11% | 9q | HELD |
| IFP Advisors, Inc | $301.3K | 7,316 | 0.01% | 9q | -1.0%-$3.1K |
| Crusonia Wealth Advisors LLC | $299.7K | 7,275 | 0.05% | 3q | HELD |
| First Heartland Consultants, Inc. | $282.9K | 6,869 | 0.02% | 13q | +11.1%+$28.2K |
| Stratos Wealth Advisors, LLC | $282.9K | 6,868 | 0.02% | 5q | +11.4%+$29.0K |
| Parallel Advisors, LLC | $278.0K | 6,750 | 0.00% | 2q | HELD |
| FSB PREMIER WEALTH MANAGEMENT, INC. | $275.8K | 6,697 | 0.08% | 4q | +29.3%+$62.4K |
| US BANCORP \DE\ | $272.3K | 6,611 | 0.00% | new | NEW |
| DHJJ Financial Advisors, Ltd. | $269.7K | 6,548 | 0.08% | 12q | +41.9%+$79.7K |
| Envestnet Portfolio Solutions, Inc. | $251.4K | 6,104 | 0.00% | 2q | +11.1%+$25.1K |
| Sanctuary Advisors, LLC | $249.1K | 6,048 | 0.00% | 8q | -3.3%-$8.4K |
| Keating Financial Advisory Services, Inc. | $238.0K | 5,778 | 0.03% | 3q | -7.8%-$20.2K |
| Waverly Advisors, LLC | $236.7K | 5,747 | 0.00% | 3q | -1.4%-$3.5K |
| Cornell Pochily Investment Advisors, Inc. | $235.6K | 5,720 | 0.06% | 8q | -1.9%-$4.5K |
| PRINCIPAL SECURITIES, INC. | $228.6K | 5,550 | 0.00% | new | NEW |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $219.7K | 5,335 | 0.00% | 4q | +2.3%+$4.9K |
| Castle Rock Wealth Management, LLC | $211.5K | 5,138 | 0.04% | 3q | HELD |
| Commonwealth Financial Services, LLC | $209.8K | 5,093 | 0.03% | new | NEW |
Showing the largest 100 of 134 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 | 127 | $245.5M | 6,006,231 | 24 | 43 | 31 | 0.0% |
| Q1 2026 | 110 | $161.1M | 4,092,302 | 9 | 23 | 39 | 0.0% |
| Q4 2025 | 114 | $163.9M | 4,138,031 | 14 | 12 | 43 | 0.0% |
| Q3 2025 | 101 | $156.7M | 4,031,576 | 9 | 23 | 36 | 0.0% |
| Q2 2025 | 101 | $168.9M | 4,497,596 | 12 | 28 | 34 | 0.0% |
| Q1 2025 | 99 | $148.6M | 4,223,909 | 6 | 14 | 41 | 0.0% |
| Q4 2024 | 103 | $184.2M | 5,116,896 | 11 | 16 | 35 | 0.0% |
| Q3 2024 | 111 | $302.1M | 8,539,223 | 23 | 38 | 28 | 0.0% |
| Q2 2024 | 92 | $253.3M | 7,393,267 | 32 | 30 | 16 | 0.0% |
| Q1 2024 | 66 | $107.6M | 3,236,639 | 8 | 10 | 19 | 0.0% |
| Q4 2023 | 71 | $192.2M | 6,042,868 | 8 | 15 | 19 | 0.0% |
| Q3 2023 | 72 | $225.7M | 7,591,543 | 25 | 27 | 10 | 0.0% |
| Q2 2023 | 52 | $180.0M | 5,966,769 | 50 | 0 | 0 | 0.0% |