FIRST TR EXCHNG TRADED FD VI (GMAY)
Institutional ownership reported to the SEC as of Q2 2026, across 13 quarters.
151
Reporting holders
$290.9M
Reported value
0.0%
Held as options
+63
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 |
|---|---|---|---|---|---|
| AE Wealth Management LLC | $37.0M | 858,817 | 0.17% | 7q | +33605.5%+$36.9M |
| Cetera Investment Advisers | $23.2M | 539,131 | 0.02% | 13q | +143.3%+$13.7M |
| ENVESTNET ASSET MANAGEMENT INC | $22.1M | 514,026 | 0.01% | 13q | +1310.6%+$20.6M |
| RAYMOND JAMES FINANCIAL INC | $20.6M | 477,684 | 0.01% | 7q | +97.0%+$10.1M |
| Ausdal Financial Partners, Inc. | $15.0M | 349,265 | 0.59% | new | NEW |
| LPL Financial LLC | $14.7M | 342,347 | 0.00% | 12q | +85.3%+$6.8M |
| OSAIC HOLDINGS, INC. | $12.2M | 284,401 | 0.01% | 13q | +28.6%+$2.7M |
| COMMONWEALTH EQUITY SERVICES, LLC | $8.4M | 194,202 | 0.01% | 13q | +5.6%+$443.0K |
| Kestra Advisory Services, LLC | $7.7M | 178,201 | 0.02% | 13q | -11.4%-$985.6K |
| Atria Investments, Inc | $7.6M | 177,069 | 0.08% | new | NEW |
| POM Investment Strategies, LLC | $7.2M | 167,477 | 8.17% | new | NEW |
| MILESTONE ASSET MANAGEMENT, LLC | $6.4M | 149,502 | 1.01% | 10q | +3.7%+$229.1K |
| Wellment Financial | $5.1M | 118,782 | 5.83% | new | NEW |
| CreativeOne Wealth, LLC | $4.4M | 102,896 | 0.10% | new | NEW |
| BAM Wealth Management, LLC | $4.3M | 100,561 | 2.71% | new | NEW |
| Archer Investment Corp | $4.1M | 95,346 | 0.40% | 13q | +4222.1%+$4.0M |
| Outlook Wealth Advisors, LLC | $3.9M | 89,510 | 0.83% | new | NEW |
| HighTower Advisors, LLC | $3.4M | 78,640 | 0.00% | new | NEW |
| FSA Advisors, Inc. | $2.9M | 67,202 | 0.66% | new | NEW |
| TopTier Wealth Management, LLC | $2.6M | 59,680 | 1.55% | 3q | HELD |
| Lloyd Advisory Services, LLC. | $2.3M | 53,801 | 0.90% | new | NEW |
| Networth Advisors, LLC | $2.2M | 50,456 | 1.26% | new | NEW |
| CITY HOLDING CO | $2.1M | 49,184 | 0.24% | 13q | -2.6%-$56.0K |
| Integrated Wealth Management | $2.0M | 46,881 | 2.13% | new | NEW |
| Tanglewood Legacy Advisors, LLC | $1.9M | 44,841 | 0.62% | 13q | +16.6%+$275.5K |
| Kovack Advisors, Inc. | $1.8M | 42,620 | 0.09% | 9q | +0.6%+$11.8K |
| Per Stirling Capital Management, LLC. | $1.8M | 41,028 | 0.17% | 5q | +4.5%+$75.5K |
| FOUNDERS FINANCIAL SECURITIES LLC | $1.7M | 40,177 | 0.09% | 8q | +6.2%+$100.5K |
| Brookstone Capital Management | $1.7M | 38,752 | 0.02% | 5q | +30.2%+$387.2K |
| INSIGNEO ADVISORY SERVICES, LLC | $1.7M | 38,451 | 0.06% | 9q | HELD |
| MAI Capital Management | $1.6M | 38,016 | 0.01% | 9q | +450.5%+$1.3M |
| NEW WAVE WEALTH ADVISORS LLC | $1.6M | 37,248 | 0.22% | new | NEW |
| MML INVESTORS SERVICES, LLC | $1.6M | 37,125 | 0.00% | 8q | +215.2%+$1.1M |
| Ballast Rock Private Wealth LLC | $1.5M | 35,739 | 0.71% | 3q | HELD |
| HARBOUR INVESTMENTS, INC. | $1.4M | 33,152 | 0.02% | 13q | +319.4%+$1.1M |
| Sowell Financial Services LLC | $1.4M | 32,000 | 0.05% | new | NEW |
| TOUNJIAN ADVISORY PARTNERS, LLC | $1.4M | 31,708 | 0.58% | new | NEW |
| Gallagher Fiduciary Advisors, LLC | $1.3M | 31,364 | 0.04% | 9q | +288.4%+$1.0M |
| Chris Bulman Inc | $1.3M | 29,910 | 0.47% | 5q | HELD |
| Clear Creek Financial Management, LLC | $1.2M | 27,524 | 0.08% | 8q | +57.5%+$432.7K |
| VestGen Advisors, LLC | $1.1M | 26,134 | 0.03% | new | NEW |
| Arete Wealth Advisors, LLC | $1.1M | 26,000 | 0.02% | 5q | +100.0%+$559.5K |
| TRUIST FINANCIAL CORP | $1.1M | 25,981 | 0.00% | 13q | +11.1%+$112.0K |
| Savvy Advisors, Inc. | $1.1M | 25,259 | 0.02% | 8q | -16.2%-$209.4K |
| Keystone Wealth Services, LLC | $1.1M | 24,745 | 0.20% | 2q | -4.9%-$55.3K |
| Clearstead Advisors, LLC | $1.1M | 24,516 | 0.01% | 5q | HELD |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $1.0M | 24,272 | 0.01% | 5q | +314.2%+$792.5K |
| VestGen Investment Management | $994.8K | 23,113 | 0.53% | new | NEW |
| Mutual Advisors, LLC | $944.9K | 21,955 | 0.02% | 13q | +49.0%+$310.9K |
| Geneos Wealth Management Inc. | $925.4K | 21,500 | 0.02% | 7q | +38.7%+$258.2K |
| Concurrent Investment Advisors, LLC | $880.6K | 20,461 | 0.01% | 2q | +56.0%+$316.2K |
| Arkadios Wealth Advisors | $874.6K | 20,321 | 0.01% | 7q | +19.1%+$140.6K |
| Ignite Planners, LLC | $846.6K | 19,670 | 0.12% | 6q | +25.2%+$170.4K |
| Strategic Blueprint, LLC | $755.7K | 17,557 | 0.04% | new | NEW |
| Focus Partners Wealth | $755.4K | 17,552 | 0.00% | 5q | +2.4%+$18.0K |
| Signal Advisors Wealth, LLC | $749.1K | 17,404 | 0.04% | new | NEW |
| Blackston Financial Advisory Group, LLC | $743.9K | 17,283 | 0.42% | new | NEW |
| Steward Partners Investment Advisory, LLC | $736.2K | 17,104 | 0.00% | 13q | +68.7%+$299.7K |
| Diligent Investors, LLC | $732.3K | 17,015 | 0.16% | 9q | +30.7%+$172.2K |
| Global Retirement Partners, LLC | $729.9K | 16,958 | 0.01% | 5q | +57.0%+$265.0K |
| SMART Wealth LLC | $668.4K | 15,529 | 0.14% | new | NEW |
| Diversify Advisory Services, LLC | $644.0K | 15,000 | 0.01% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $644.0K | 15,000 | 0.01% | new | NEW |
| DHJJ Financial Advisors, Ltd. | $637.5K | 14,812 | 0.18% | 12q | +11.9%+$68.0K |
| Beacon Financial Advisory LLC | $635.7K | 14,770 | 0.13% | 5q | HELD |
| LANGLEY WEALTH MANAGEMENT, LLC | $620.9K | 28,378 | 0.53% | new | FIRST |
| KINTRA WEALTH, LLC | $605.7K | 13,756 | 0.03% | 2q | +5.3%+$30.4K |
| UPTICK PARTNERS, LLC | $605.1K | 14,060 | 0.09% | 8q | +52.1%+$207.4K |
| Madrona Financial Services, LLC | $552.6K | 12,840 | 0.10% | new | NEW |
| Financial Network Wealth Advisors LLC | $529.7K | 12,308 | 0.54% | 7q | -2.6%-$14.4K |
| NorthCrest Asset Manangement, LLC | $526.6K | 12,184 | 0.01% | 9q | +33.4%+$131.7K |
| MBL Wealth, LLC | $516.5K | 12,000 | 0.04% | 3q | HELD |
| Csenge Advisory Group | $494.6K | 11,492 | 0.02% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $492.6K | 11,445 | 0.00% | 10q | -49.6%-$485.6K |
| Sanctuary Advisors, LLC | $482.2K | 11,204 | 0.00% | 7q | +59.9%+$180.7K |
| Vestmark Advisory Solutions, Inc. | $481.3K | 11,183 | 0.00% | new | NEW |
| ELEVATION POINT WEALTH PARTNERS, LLC | $481.3K | 11,183 | 0.01% | new | NEW |
| Stonebridge Financial Group, LLC | $471.8K | 10,963 | 0.04% | 7q | -4.7%-$23.0K |
| WORLD EQUITY GROUP, INC. | $468.6K | 10,888 | 0.10% | new | NEW |
| KINGSWOOD WEALTH ADVISORS, LLC | $444.6K | 10,329 | 0.02% | 7q | -1.5%-$7.0K |
| CITADEL ADVISORS LLC | $435.6K | 10,121 | 0.00% | new | NEW |
| JPMORGAN CHASE & CO | $432.1K | 10,065 | 0.00% | 3q | +2032.4%+$411.8K |
| Waverly Advisors, LLC | $407.8K | 9,474 | 0.00% | 3q | -11.2%-$51.6K |
| Investment Advisory Services Group LLC | $398.1K | 9,250 | 0.29% | new | NEW |
| CoreCap Advisors, LLC | $393.4K | 9,140 | 0.01% | 10q | +4.0%+$15.1K |
| HOLLENCREST CAPITAL MANAGEMENT | $392.5K | 9,120 | 0.03% | new | NEW |
| Sequent Planning LLC | $356.3K | 8,278 | 0.08% | 10q | +1.8%+$6.2K |
| Foguth Wealth Management, LLC. | $347.4K | 8,084 | 0.04% | 3q | -12.9%-$51.6K |
| Triad Wealth Partners, LLC | $346.4K | 7,957 | 0.02% | new | NEW |
| First Heartland Consultants, Inc. | $342.6K | 7,960 | 0.02% | new | NEW |
| HOWARD BAILEY SECURITIES, LLC | $331.1K | 7,692 | 0.12% | new | NEW |
| Nvest Financial, LLC | $326.9K | 7,596 | 0.10% | 7q | HELD |
| FSB PREMIER WEALTH MANAGEMENT, INC. | $325.5K | 7,563 | 0.09% | 9q | +6.9%+$21.1K |
| BROWN ADVISORY INC | $323.7K | 7,521 | 0.00% | new | NEW |
| SILVER OAK SECURITIES, INCORPORATED | $320.6K | 7,448 | 0.02% | 3q | +1.4%+$4.4K |
| MGO ONE SEVEN LLC | $319.4K | 7,420 | 0.01% | 5q | +5.0%+$15.3K |
| Cambridge Advisors Inc. | $313.3K | 7,280 | 0.05% | 12q | HELD |
| CAPTRUST FINANCIAL ADVISORS | $309.9K | 7,200 | 0.00% | 8q | HELD |
| Keating Financial Advisory Services, Inc. | $309.0K | 7,179 | 0.04% | 3q | +3.6%+$10.6K |
| Range Financial Group LLC | $305.1K | 7,088 | 0.08% | new | NEW |
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 |
|---|---|---|---|
| 2026-07-07 | 13G/A | First Trust Portfolios L.P.with 2 co-filers | 23.4% |
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 | 151 | $290.9M | 6,784,829 | 67 | 48 | 14 | 0.0% |
| Q1 2026 | 88 | $111.9M | 2,732,548 | 7 | 15 | 31 | 0.0% |
| Q4 2025 | 92 | $123.8M | 3,010,408 | 9 | 14 | 32 | 0.0% |
| Q3 2025 | 87 | $115.9M | 2,868,885 | 6 | 13 | 35 | 0.0% |
| Q2 2025 | 89 | $151.5M | 3,871,268 | 22 | 31 | 19 | 0.0% |
| Q1 2025 | 80 | $80.0M | 2,208,126 | 4 | 13 | 28 | 0.0% |
| Q4 2024 | 91 | $99.1M | 2,686,259 | 13 | 11 | 29 | 0.0% |
| Q3 2024 | 78 | $122.2M | 3,371,687 | 10 | 19 | 18 | 0.0% |
| Q2 2024 | 72 | $115.3M | 3,285,549 | 35 | 27 | 7 | 0.0% |
| Q1 2024 | 39 | $28.3M | 834,475 | 4 | 6 | 11 | 0.0% |
| Q4 2023 | 43 | $35.4M | 1,075,098 | 3 | 5 | 16 | 0.0% |
| Q3 2023 | 41 | $38.5M | 1,247,437 | 10 | 8 | 12 | 0.0% |
| Q2 2023 | 34 | $62.4M | 1,998,307 | 33 | 0 | 0 | 0.0% |