FIRST TR EXCHNG TRADED FD VI (LDSF)
Institutional ownership reported to the SEC as of Q2 2026, across 30 quarters.
56
Reporting holders
$120.6M
Reported value
0.0%
Held as options
+5
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 |
|---|---|---|---|---|---|
| ROYAL BANK OF CANADA | $32.4M | 1,712,754 | 0.00% | 30q | +3.5%+$1.1M |
| LPL Financial LLC | $31.3M | 1,656,476 | 0.01% | 28q | -2.2%-$707.7K |
| Arax Advisory Partners | $10.1M | 532,477 | 0.07% | 3q | -6.1%-$651.6K |
| RAYMOND JAMES FINANCIAL INC | $6.6M | 351,067 | 0.00% | 7q | -7.2%-$517.9K |
| Capital Asset Advisory Services LLC | $4.8M | 255,610 | 0.17% | 15q | -3.6%-$182.7K |
| AXXCESS WEALTH MANAGEMENT, LLC | $4.8M | 255,610 | 0.08% | new | NEW |
| Sanctuary Advisors, LLC | $4.1M | 218,357 | 0.02% | 9q | -6.2%-$271.0K |
| MML INVESTORS SERVICES, LLC | $4.0M | 209,890 | 0.01% | 21q | +27.4%+$852.1K |
| StoneX Group Inc. | $2.7M | 143,230 | 0.11% | 3q | +35.6%+$711.1K |
| Kestra Advisory Services, LLC | $1.8M | 94,555 | 0.01% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $1.8M | 93,559 | 0.00% | 27q | +0.6%+$10.7K |
| D.A. DAVIDSON & CO. | $1.6M | 85,469 | 0.01% | 10q | HELD |
| Prospera Financial Services Inc | $1.5M | 77,559 | 0.02% | 14q | HELD |
| Proactive Wealth Strategies LLC | $1.3M | 70,470 | 0.21% | 8q | -5.4%-$76.0K |
| SILVER OAK SECURITIES, INCORPORATED | $1.3M | 69,871 | 0.08% | 4q | +12.7%+$148.5K |
| Cetera Investment Advisers | $893.8K | 47,290 | 0.00% | 12q | +51.7%+$304.5K |
| CITADEL ADVISORS LLC | $786.5K | 41,613 | 0.00% | new | NEW |
| BARRETT & COMPANY, INC. | $770.5K | 40,769 | 0.22% | 2q | +89.4%+$363.7K |
| RFG Advisory, LLC | $724.6K | 38,338 | 0.01% | 4q | -6.1%-$46.9K |
| COMMONWEALTH EQUITY SERVICES, LLC | $680.0K | 35,977 | 0.00% | 29q | +33.0%+$168.5K |
| Sigma Planning Corp | $608.7K | 32,208 | 0.02% | 22q | -6.7%-$43.8K |
| Mutual Advisors, LLC | $544.1K | 28,788 | 0.01% | 25q | HELD |
| Private Advisor Group, LLC | $461.3K | 24,407 | 0.00% | 27q | -37.0%-$270.4K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $443.9K | 23,486 | 0.00% | 7q | -15.8%-$83.6K |
| Ameritas Advisory Services, LLC | $439.6K | 23,261 | 0.01% | 5q | HELD |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $337.0K | 17,850 | 0.02% | new | NEW |
| PRINCIPAL SECURITIES, INC. | $334.3K | 17,687 | 0.00% | 11q | HELD |
| NICOLET BANKSHARES INC | $325.4K | 17,203 | 0.01% | new | NEW |
| OSAIC HOLDINGS, INC. | $314.3K | 16,628 | 0.00% | 26q | +30.6%+$73.7K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $294.3K | 15,580 | 0.00% | 7q | -22.3%-$84.4K |
| Apollon Wealth Management, LLC | $283.5K | 15,000 | 0.00% | 4q | HELD |
| XML Financial, LLC | $283.3K | 14,989 | 0.02% | 19q | HELD |
| Geneos Wealth Management Inc. | $280.1K | 14,820 | 0.01% | 30q | HELD |
| Kovack Advisors, Inc. | $274.6K | 14,532 | 0.01% | 3q | +1.2%+$3.2K |
| TRUIST FINANCIAL CORP | $205.6K | 10,876 | 0.00% | 4q | +2.2%+$4.5K |
| Crusonia Wealth Advisors LLC | $205.4K | 10,870 | 0.03% | 3q | HELD |
| IFP Advisors, Inc | $197.4K | 10,443 | 0.00% | 2q | HELD |
| Integrated Wealth Concepts LLC | $161.4K | 8,540 | 0.00% | new | NEW |
| Larson Financial Group LLC | $130.5K | 6,905 | 0.00% | 23q | +1.0%+$1.3K |
| HARBOUR INVESTMENTS, INC. | $130.2K | 6,887 | 0.00% | 21q | +53.8%+$45.5K |
| IFG Advisory, LLC | $75.0K | 3,966 | 0.00% | new | NEW |
| Aptus Capital Advisors, LLC | $73.4K | 3,885 | 0.00% | 7q | HELD |
| Tidemark, LLC | $55.2K | 2,922 | 0.01% | 11q | HELD |
| PRIVATE TRUST CO NA | $46.3K | 2,448 | 0.00% | 17q | HELD |
| TD Capital Management LLC | $39.7K | 2,098 | 0.00% | 16q | HELD |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $27.7K | 1,466 | 0.00% | 18q | -26.4%-$9.9K |
| CoreCap Advisors, LLC | $8.6K | 455 | 0.00% | new | NEW |
| AdvisorNet Financial, Inc | $7.7K | 410 | 0.00% | 7q | HELD |
| AMERIFLEX GROUP, INC. | $7.6K | 400 | 0.00% | 4q | HELD |
| Rockefeller Capital Management L.P. | $5.8K | 308 | 0.00% | new | NEW |
| Global Retirement Partners, LLC | $3.7K | 194 | 0.00% | 7q | +2.6% |
| Ashton Thomas Private Wealth, LLC | $2.7K | 144 | 0.00% | new | NEW |
| MERCER GLOBAL ADVISORS INC /ADV | $577 | 31 | 0.00% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $558 | 29,502 | 0.00% | 12q | +2.9% |
| MORGAN STANLEY | $53 | 2 | 0.00% | 8q | -98.3%-$3.0K |
| WELLS FARGO & COMPANY/MN | $26 | 1 | 0.00% | 25q | -99.9%-$20.4K |
| Steward Partners Investment Advisory, LLC | $19 | 1 | 0.00% | 6q | HELD |
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 | 56 | $120.6M | 6,380,632 | 11 | 14 | 14 | 0.0% |
| Q1 2026 | 51 | $119.5M | 6,316,082 | 5 | 16 | 14 | 0.0% |
| Q4 2025 | 53 | $109.7M | 5,726,120 | 5 | 12 | 19 | 0.0% |
| Q3 2025 | 54 | $91.3M | 4,775,126 | 8 | 15 | 18 | 0.0% |
| Q2 2025 | 46 | $107.6M | 5,667,259 | 1 | 13 | 17 | 0.0% |
| Q1 2025 | 48 | $79.4M | 4,209,835 | 3 | 15 | 12 | 0.0% |
| Q4 2024 | 51 | $89.5M | 4,765,594 | 10 | 12 | 12 | 0.0% |
| Q3 2024 | 48 | $76.8M | 4,016,142 | 3 | 11 | 15 | 0.0% |
| Q2 2024 | 53 | $106.1M | 5,674,580 | 5 | 12 | 19 | 0.0% |
| Q1 2024 | 50 | $63.6M | 3,391,540 | 3 | 11 | 19 | 0.0% |
| Q4 2023 | 62 | $71.3M | 3,782,384 | 8 | 6 | 25 | 0.0% |
| Q3 2023 | 54 | $75.7M | 4,130,052 | 4 | 11 | 23 | 0.0% |
| Q2 2023 | 54 | $94.0M | 5,094,654 | 5 | 17 | 19 | 0.0% |
| Q1 2023 | 54 | $104.6M | 5,613,014 | 5 | 13 | 23 | 0.0% |
| Q4 2022 | 52 | $132.5M | 7,296,346 | 6 | 10 | 27 | 0.0% |
| Q3 2022 | 58 | $142.9M | 7,778,274 | 4 | 16 | 21 | 0.0% |
| Q2 2022 | 63 | $178.1M | 9,524,305 | 8 | 15 | 29 | 0.0% |
| Q1 2022 | 62 | $224.7M | 11,577,511 | 11 | 19 | 21 | 0.0% |
| Q4 2021 | 61 | $176.1M | 8,803,606 | 9 | 20 | 21 | 0.0% |
| Q3 2021 | 51 | $140.6M | 6,970,176 | 0 | 26 | 14 | 0.0% |
| Q2 2021 | 58 | $136.1M | 6,624,193 | 6 | 23 | 19 | 0.0% |
| Q1 2021 | 54 | $129.6M | 6,406,338 | 9 | 23 | 15 | 0.0% |
| Q4 2020 | 48 | $109.4M | 5,345,471 | 7 | 23 | 8 | 0.0% |
| Q3 2020 | 45 | $92.0M | 4,517,108 | 5 | 19 | 14 | 0.0% |
| Q2 2020 | 49 | $96.1M | 4,738,136 | 7 | 15 | 17 | 0.0% |
| Q1 2020 | 46 | $82.2M | 4,177,017 | 9 | 21 | 9 | 0.0% |
| Q4 2019 | 42 | $67.5M | 3,288,879 | 16 | 16 | 3 | 0.0% |
| Q3 2019 | 22 | $25.9M | 1,258,128 | 9 | 8 | 2 | 0.0% |
| Q2 2019 | 14 | $15.7M | 768,986 | 3 | 8 | 2 | 0.0% |
| Q1 2019 | 13 | $8.5M | 418,775 | 13 | 0 | 0 | 0.0% |