FIRST TR EXCHNG TRADED FD VI (JANM)
Institutional ownership reported to the SEC as of Q2 2026, across 6 quarters.
27
Reporting holders
$13.3M
Reported value
0.0%
Held as options
+4
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 |
|---|---|---|---|---|---|
| Apollon Wealth Management, LLC | $3.0M | 88,987 | 0.04% | 6q | +13.6%+$360.1K |
| Maia Wealth LLC | $2.4M | 70,835 | 0.35% | 2q | -5.3%-$134.4K |
| COMMONWEALTH EQUITY SERVICES, LLC | $934.1K | 27,598 | 0.00% | 6q | -27.8%-$360.4K |
| CITADEL ADVISORS LLC | $866.7K | 25,608 | 0.00% | 2q | +27.2%+$185.3K |
| Cetera Investment Advisers | $866.4K | 25,599 | 0.00% | 6q | +7.9%+$63.4K |
| Capasso Planning Partners LLC | $705.6K | 20,847 | 0.35% | 2q | -3.6%-$26.0K |
| OLD MISSION CAPITAL LLC | $551.0K | 16,281 | 0.01% | 2q | -58.6%-$780.5K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $513.2K | 15,163 | 0.00% | 6q | +140.2%+$299.6K |
| Kestra Advisory Services, LLC | $483.4K | 14,284 | 0.00% | 6q | HELD |
| Legacy Capital Wealth Partners, LLC | $427.0K | 12,615 | 0.08% | 6q | HELD |
| Madrona Financial Services, LLC | $335.3K | 9,907 | 0.06% | 2q | +62.2%+$128.6K |
| PRECEDENT WEALTH PARTNERS, LLC | $287.6K | 8,498 | 0.05% | 6q | HELD |
| NewEdge Advisors, LLC | $271.3K | 8,017 | 0.00% | 6q | HELD |
| Vise Technologies, Inc. | $271.3K | 8,017 | 0.00% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $250.4K | 7,399 | 0.00% | 2q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $219.1K | 6,474 | 0.00% | new | NEW |
| Americana Partners, LLC | $213.8K | 6,316 | 0.00% | 4q | -9.6%-$22.7K |
| Prasad Wealth Partners, LLC | $203.1K | 6,000 | 0.05% | new | NEW |
| Buck Wealth Strategies, LLC | $101.5K | 3,000 | 0.01% | new | NEW |
| Noble Wealth Management PBC | $98.2K | 2,900 | 0.04% | 4q | -6.5%-$6.8K |
| OSAIC HOLDINGS, INC. | $89.7K | 2,649 | 0.00% | 6q | HELD |
| DHJJ Financial Advisors, Ltd. | $51.3K | 1,515 | 0.01% | 2q | HELD |
| JPMORGAN CHASE & CO | $45.6K | 1,350 | 0.00% | 6q | HELD |
| Integrated Wealth Concepts LLC | $33.8K | 1,000 | 0.00% | new | NEW |
| UBS Group AG | $13.1K | 388 | 0.00% | 3q | +3780.0%+$12.8K |
| Capital Investment Advisory Services, LLC | $8.5K | 250 | 0.00% | 6q | HELD |
| WOLFF WIESE MAGANA LLC | $3.4K | 100 | 0.00% | 6q | HELD |
| Cambridge Investment Research Advisors, Inc. | $246 | 7,260 | 0.00% | 5q | -2.0% |
| Capital Analysts, LLC | $154 | 4,537 | 0.00% | 2q | HELD |
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 |
|---|---|---|---|
| 2026-07-14 | 13G/A | First Trust Portfolios L.P.with 2 co-filers | 12.5% |
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 | 27 | $13.3M | 391,597 | 5 | 6 | 6 | 0.0% |
| Q1 2026 | 23 | $12.3M | 376,175 | 7 | 3 | 9 | 0.0% |
| Q4 2025 | 18 | $10.4M | 314,865 | 2 | 2 | 7 | 0.0% |
| Q3 2025 | 20 | $11.8M | 365,159 | 3 | 4 | 7 | 0.0% |
| Q2 2025 | 18 | $14.5M | 457,770 | 3 | 6 | 1 | 0.0% |
| Q1 2025 | 19 | $12.6M | 408,643 | 19 | 0 | 0 | 0.0% |