FIRST TR EXCHNG TRADED FD VI (GMAR)
Institutional ownership reported to the SEC as of Q2 2026, across 14 quarters.
117
Reporting holders
$183.7M
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 |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | $24.3M | 548,484 | 0.01% | 7q | -37.9%-$14.8M |
| First International Bank of Israel Ltd. | $21.2M | 480,000 | 5.79% | 2q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $14.0M | 315,570 | 0.02% | 14q | -9.7%-$1.5M |
| OSAIC HOLDINGS, INC. | $12.6M | 284,112 | 0.01% | 14q | +6.8%+$801.7K |
| Kestra Advisory Services, LLC | $8.3M | 187,198 | 0.03% | 14q | -14.8%-$1.4M |
| Cetera Investment Advisers | $8.2M | 185,173 | 0.01% | 14q | +3.4%+$269.6K |
| LPL Financial LLC | $7.4M | 168,180 | 0.00% | 9q | +0.6%+$41.7K |
| Bull Harbor Capital LLC | $7.0M | 157,982 | 1.36% | 2q | +15.1%+$914.4K |
| CITY HOLDING CO | $5.7M | 128,430 | 0.64% | 14q | -2.2%-$129.2K |
| AssuredPartners Investment Advisors, LLC | $5.3M | 120,579 | 0.52% | 7q | -5.8%-$330.9K |
| Bouchey Financial Group, Ltd. | $4.3M | 97,140 | 0.28% | 9q | -7.6%-$351.1K |
| ENVESTNET ASSET MANAGEMENT INC | $4.0M | 90,745 | 0.00% | 13q | -1.2%-$47.3K |
| MML INVESTORS SERVICES, LLC | $3.4M | 77,192 | 0.01% | 14q | +15.9%+$469.7K |
| CITADEL ADVISORS LLC | $3.2M | 71,717 | 0.00% | 6q | +463.4%+$2.6M |
| MAI Capital Management | $2.7M | 61,588 | 0.01% | 10q | -0.6%-$16.1K |
| Arax Advisory Partners | $2.2M | 48,771 | 0.01% | 2q | +396.4%+$1.7M |
| UPTICK PARTNERS, LLC | $2.0M | 45,171 | 0.31% | 10q | +0.6%+$12.3K |
| FOUNDERS FINANCIAL SECURITIES LLC | $1.8M | 39,702 | 0.09% | 8q | -68.8%-$3.9M |
| Arkadios Wealth Advisors | $1.8M | 39,578 | 0.03% | 8q | -7.5%-$141.2K |
| Keystone Wealth Services, LLC | $1.6M | 37,215 | 0.31% | 2q | HELD |
| TRUIST FINANCIAL CORP | $1.5M | 34,321 | 0.00% | 14q | -8.5%-$140.7K |
| Chris Bulman Inc | $1.3M | 29,614 | 0.48% | 8q | +5.3%+$66.4K |
| REAP Financial Group, LLC | $1.3M | 29,350 | 0.22% | 11q | -12.9%-$191.7K |
| MGO ONE SEVEN LLC | $1.2M | 27,561 | 0.02% | 5q | HELD |
| Tanglewood Legacy Advisors, LLC | $1.2M | 26,430 | 0.38% | 10q | HELD |
| Brookstone Capital Management | $1.1M | 25,759 | 0.01% | 8q | -2.3%-$26.3K |
| Madrona Financial Services, LLC | $1.1M | 24,869 | 0.20% | 9q | +8.2%+$83.6K |
| Ignite Planners, LLC | $1.1M | 24,157 | 0.15% | 10q | -2.9%-$32.1K |
| NewEdge Advisors, LLC | $1.0M | 23,074 | 0.00% | 10q | -3.6%-$38.3K |
| Diligent Investors, LLC | $989.0K | 22,355 | 0.22% | 10q | -2.5%-$25.0K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $894.2K | 20,212 | 0.00% | 9q | -51.6%-$953.0K |
| Waverly Advisors, LLC | $872.5K | 19,721 | 0.01% | 3q | HELD |
| AQR CAPITAL MANAGEMENT LLC | $816.7K | 18,460 | 0.00% | 5q | HELD |
| Concurrent Investment Advisors, LLC | $809.1K | 18,289 | 0.01% | 2q | -1.7%-$14.0K |
| HARBOUR INVESTMENTS, INC. | $798.0K | 18,037 | 0.01% | 14q | -2.6%-$21.7K |
| FIDUCIARY FINANCIAL ADVISORS | $794.6K | 17,963 | 0.08% | new | NEW |
| Kovack Advisors, Inc. | $780.9K | 17,645 | 0.04% | 9q | -1.4%-$11.1K |
| Range Financial Group LLC | $758.9K | 17,155 | 0.21% | 6q | -1.6%-$12.2K |
| Farther Finance Advisors, LLC | $755.8K | 17,085 | 0.01% | 6q | +5771.1%+$743.0K |
| Alesco Advisors, LLC, An ESL Co | $696.2K | 15,737 | 0.02% | 7q | HELD |
| Capital Investment Advisory Services, LLC | $657.6K | 14,864 | 0.04% | 3q | -35.6%-$364.1K |
| Mutual Advisors, LLC | $656.4K | 14,836 | 0.01% | 6q | -2.2%-$15.0K |
| HBW ADVISORY SERVICES LLC | $651.7K | 14,732 | 0.06% | 2q | HELD |
| OLD MISSION CAPITAL LLC | $647.9K | 14,645 | 0.01% | new | NEW |
| BFI Wealth Solutions, LLC | $614.9K | 13,900 | 0.46% | 3q | HELD |
| CreativeOne Wealth, LLC | $607.6K | 13,734 | 0.01% | 7q | +33.2%+$151.3K |
| Sanctuary Advisors, LLC | $572.6K | 12,944 | 0.00% | 9q | HELD |
| Gallagher Fiduciary Advisors, LLC | $567.3K | 12,823 | 0.02% | 13q | -0.6%-$3.4K |
| Harvest Investment Services, LLC | $524.4K | 11,853 | 0.08% | new | NEW |
| STEPHENS INC /AR/ | $523.0K | 11,821 | 0.01% | 14q | HELD |
| Signature Equity Partners, LLC | $519.1K | 11,733 | 0.24% | 3q | HELD |
| INSIGNEO ADVISORY SERVICES, LLC | $488.0K | 11,031 | 0.02% | 9q | -25.0%-$162.5K |
| NorthCrest Asset Manangement, LLC | $470.8K | 10,602 | 0.01% | 14q | HELD |
| Archer Investment Corp | $465.1K | 10,514 | 0.05% | 14q | +46.4%+$147.3K |
| MBL Wealth, LLC | $442.4K | 10,000 | 0.03% | 3q | HELD |
| Cresset Asset Management, LLC | $442.0K | 9,991 | 0.00% | 10q | HELD |
| LVZ, Inc. | $420.9K | 9,513 | 0.04% | 9q | HELD |
| RFG Advisory, LLC | $411.4K | 9,300 | 0.01% | 2q | HELD |
| CARY STREET PARTNERS FINANCIAL LLC | $407.9K | 9,220 | 0.01% | 7q | +4.3%+$16.8K |
| Sequent Planning LLC | $405.9K | 9,175 | 0.09% | 5q | +53.4%+$141.2K |
| CoreCap Advisors, LLC | $400.1K | 9,043 | 0.01% | 10q | -1.3%-$5.3K |
| JPMORGAN CHASE & CO | $394.0K | 8,930 | 0.00% | 12q | -24.7%-$129.2K |
| Foundations Investment Advisors, LLC | $394.0K | 8,906 | 0.00% | 2q | +26.7%+$83.1K |
| Kestra Investment Management, LLC | $391.3K | 8,844 | 0.01% | new | NEW |
| Stratos Wealth Advisors, LLC | $364.0K | 8,228 | 0.02% | 2q | +67.3%+$146.4K |
| Noble Wealth Management PBC | $359.1K | 8,117 | 0.16% | 6q | -7.2%-$27.9K |
| DHJJ Financial Advisors, Ltd. | $338.9K | 7,660 | 0.10% | 12q | HELD |
| SAGESPRING WEALTH PARTNERS, LLC | $338.5K | 7,651 | 0.01% | 7q | HELD |
| Corus Family Wealth Advisors | $337.1K | 7,619 | 0.23% | 10q | HELD |
| Koshinski Asset Management, Inc. | $328.6K | 7,428 | 0.02% | 9q | HELD |
| FSB PREMIER WEALTH MANAGEMENT, INC. | $328.4K | 7,424 | 0.09% | 2q | -1.2%-$4.1K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $318.7K | 7,205 | 0.00% | 9q | HELD |
| CAPTRUST FINANCIAL ADVISORS | $318.5K | 7,200 | 0.00% | 9q | HELD |
| LEGACY SOLUTIONS, LLC | $317.5K | 7,177 | 0.26% | 6q | HELD |
| Focus Partners Wealth | $305.7K | 6,910 | 0.00% | 5q | HELD |
| Snowden Capital Advisors LLC | $302.7K | 6,843 | 0.01% | 9q | HELD |
| AdvisorNet Financial, Inc | $301.1K | 6,806 | 0.01% | 6q | HELD |
| J.W. COLE ADVISORS, INC. | $299.6K | 6,773 | 0.01% | new | NEW |
| KINGSWOOD WEALTH ADVISORS, LLC | $299.0K | 6,759 | 0.01% | 2q | -3.7%-$11.6K |
| Diversify Advisory Services, LLC | $297.2K | 6,704 | 0.00% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $297.2K | 6,704 | 0.00% | 2q | HELD |
| HFG Wealth Management, LLC | $289.1K | 6,535 | 0.29% | 9q | -22.6%-$84.6K |
| Integrated Wealth Concepts LLC | $284.6K | 6,434 | 0.00% | 13q | HELD |
| Beacon Pointe Advisors, LLC | $280.9K | 6,349 | 0.00% | 2q | -6.9%-$20.9K |
| Vestmark Advisory Solutions, Inc. | $275.4K | 6,226 | 0.00% | 3q | HELD |
| ELEVATION POINT WEALTH PARTNERS, LLC | $275.4K | 6,226 | 0.01% | 4q | HELD |
| Keating Financial Advisory Services, Inc. | $271.5K | 6,138 | 0.04% | 3q | -2.7%-$7.5K |
| RiverTree Advisors, LLC | $261.1K | 5,901 | 0.15% | 2q | HELD |
| StoneX Group Inc. | $254.5K | 5,779 | 0.01% | new | NEW |
| Spire Wealth Management | $250.7K | 5,666 | 0.01% | 7q | HELD |
| Prosperity Consulting Group, LLC | $244.2K | 5,519 | 0.01% | 7q | HELD |
| PKS Advisory Services, LLC | $237.2K | 5,362 | 0.04% | 6q | -48.3%-$221.7K |
| Grantvest Financial Group LLC | $236.6K | 5,347 | 0.14% | 7q | +1.8%+$4.2K |
| Clear Creek Financial Management, LLC | $221.2K | 5,000 | 0.01% | new | NEW |
| Triad Wealth Partners, LLC | $219.1K | 4,905 | 0.01% | 4q | HELD |
| BostonPremier Wealth LLC | $217.6K | 4,919 | 0.09% | 7q | HELD |
| BARCLAYS PLC | $203.2K | 4,592 | 0.00% | 5q | HELD |
| CRUX WEALTH ADVISORS | $201.2K | 4,547 | 0.07% | new | NEW |
| Steward Partners Investment Advisory, LLC | $198.9K | 4,495 | 0.00% | 13q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $158.1K | 14,150 | 0.00% | 5q | -2.1%-$3.4K |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-07-17 | 13G/A | First Trust Portfolios L.P.with 2 co-filers | 21.4% |
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 | 117 | $183.7M | 4,163,362 | 13 | 18 | 39 | 0.0% |
| Q1 2026 | 110 | $189.2M | 4,546,296 | 17 | 37 | 25 | 0.0% |
| Q4 2025 | 110 | $157.8M | 3,855,801 | 11 | 8 | 48 | 0.0% |
| Q3 2025 | 108 | $174.0M | 4,345,405 | 8 | 14 | 40 | 0.0% |
| Q2 2025 | 105 | $180.0M | 4,629,229 | 16 | 26 | 28 | 0.0% |
| Q1 2025 | 98 | $217.8M | 5,854,024 | 13 | 36 | 26 | 0.0% |
| Q4 2024 | 103 | $198.1M | 5,292,505 | 19 | 13 | 28 | 0.0% |
| Q3 2024 | 85 | $224.6M | 6,124,809 | 9 | 15 | 27 | 0.0% |
| Q2 2024 | 85 | $259.6M | 7,288,591 | 32 | 26 | 15 | 0.0% |
| Q1 2024 | 53 | $179.8M | 5,223,631 | 23 | 17 | 8 | 0.0% |
| Q4 2023 | 39 | $50.9M | 1,524,178 | 1 | 2 | 14 | 0.0% |
| Q3 2023 | 41 | $70.0M | 2,137,812 | 9 | 8 | 11 | 0.0% |
| Q2 2023 | 36 | $77.9M | 2,449,037 | 17 | 14 | 2 | 0.0% |
| Q1 2023 | 21 | $57.8M | 1,903,607 | 21 | 0 | 0 | 0.0% |