HolderBook

FIRST TR EXCHANGE-TRADED FD (HYTI)

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

40
Reporting holders
$70.3M
Reported value
0.0%
Calls
0.0%
Puts
+7
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
Luken Investment Analytics, LLC$11.5M603,9914.04%2q-1.9%-$228.5K
Cambridge Investment Research Advisors, Inc.$10.0M522,4140.01%5q+114.2%+$5.3M
Kestra Advisory Services, LLC$9.8M511,3440.03%5q+2.6%+$247.7K
Garden State Investment Advisory Services LLC$5.7M298,4011.03%5q+10.3%+$530.7K
Insight Advisors, LLC/ PA$4.0M211,3870.71%5q+11.7%+$424.2K
SageGuard Financial Group, LLC$4.0M207,4450.56%3q+35.1%+$1.0M
ENVESTNET ASSET MANAGEMENT INC$2.4M128,1620.00%4q+84.6%+$1.1M
Balboa Wealth Partners$2.3M119,9860.31%2q+39.7%+$651.7K
Cetera Investment Advisers$2.0M106,0870.00%3q+38.1%+$559.1K
COMMONWEALTH EQUITY SERVICES, LLC$1.8M95,5440.00%2q+16.5%+$258.4K
Brookstone Capital Management$1.8M93,9930.02%6q-8.1%-$157.8K
INDEPENDENT FINANCIAL GROUP, LLC$1.7M91,2730.03%4q-11.8%-$232.8K
NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.6M81,1260.07%3qHELD
Capital Investment Advisory Services, LLC$1.3M67,1460.08%6q+1.5%+$19.4K
Benson Wealth Management INC$1.1M55,5411.07%3q-16.4%-$208.2K
OneDigital Investment Advisors LLC$1.1M55,1790.01%5q-0.5%-$5.5K
Integrated Wealth Concepts LLC$977.0K51,1160.00%3q+207.9%+$659.7K
Next Level Private LLC$966.4K50,5640.19%3q+22.1%+$174.7K
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$805.4K42,4100.05%2q+153.2%+$487.3K
Kovack Advisors, Inc.$716.1K37,7070.03%newNEW
Southern Financial Group, LLC$664.0K34,7380.17%newFIRST
LPL Financial LLC$546.1K28,5720.00%newNEW
JANE STREET GROUP, LLC$504.7K26,4080.00%6q-59.2%-$733.4K
Clear Creek Financial Management, LLC$494.8K25,8880.03%3qHELD
HARBOUR INVESTMENTS, INC.$413.4K21,6270.01%5qHELD
Ameritas Advisory Services, LLC$386.9K20,2440.01%newNEW
Steward Partners Investment Advisory, LLC$306.4K16,0290.00%newNEW
Maridea Wealth Management LLC$292.6K15,3110.03%2q-59.9%-$438.0K
SUSQUEHANNA INTERNATIONAL GROUP, LLP$283.9K14,8550.00%newNEW
OLD MISSION CAPITAL LLC$229.5K12,0100.00%3q+13.4%+$27.2K
Ferguson Shapiro LLC$200.8K10,5050.06%4qHELD
Capital Analysts, LLC$171.0K8,9160.00%4q-36.5%-$98.3K
Bullseye Investment Management, LLC$123.3K6,4500.06%3qHELD
Triumph Capital Management$24.6K1,2870.00%3q+2.1%
OSAIC HOLDINGS, INC.$24.4K1,2750.00%newNEW
Cape Investment Advisory, Inc.$9.9K5200.00%newNEW
Key Financial Inc$9.6K5000.00%newNEW
City State Bank$3.8K2000.00%4qHELD
SBI Securities Co., Ltd.$1.7K870.00%2q+67.3%
WELLS FARGO & COMPANY/MN$700.00%2q-100.0%

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 202640$70.3M3,676,23881690.0%
Q1 202633$59.1M3,070,58581570.0%
Q4 202525$36.0M1,821,450101110.0%
Q3 202517$23.7M1,185,4628700.0%
Q2 202511$15.7M784,8638210.0%
Q1 20254$2.5M126,8304000.0%