FIRST TR EXCHANGE-TRADED FD (LQTI)
Institutional ownership reported to the SEC as of Q2 2026, across 6 quarters.
58
Reporting holders
$233.6M
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 |
|---|---|---|---|---|---|
| GUARDIAN WEALTH ADVISORS, LLC / NC | $39.0M | 2,020,581 | 2.19% | 5q | -1.8%-$726.7K |
| Aptus Capital Advisors, LLC | $39.0M | 2,020,581 | 0.27% | 5q | -1.8%-$726.7K |
| COMMONWEALTH EQUITY SERVICES, LLC | $29.7M | 1,537,625 | 0.04% | 6q | +10.4%+$2.8M |
| Rise Advisors, LLC | $18.9M | 979,814 | 5.32% | 4q | +4.6%+$833.6K |
| Cetera Investment Advisers | $10.4M | 539,857 | 0.01% | 4q | +15.1%+$1.4M |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $9.7M | 501,671 | 0.46% | 3q | +6.7%+$608.4K |
| LPL Financial LLC | $9.4M | 489,218 | 0.00% | 2q | +117.9%+$5.1M |
| LexAurum Advisors, LLC | $6.1M | 318,457 | 0.71% | 4q | +3.7%+$218.5K |
| Steward Partners Investment Advisory, LLC | $5.4M | 278,256 | 0.03% | 2q | +6.5%+$325.8K |
| GREAT VALLEY ADVISOR GROUP, INC. | $4.9M | 253,569 | 0.08% | 5q | +16.3%+$687.6K |
| ENVESTNET ASSET MANAGEMENT INC | $4.3M | 221,998 | 0.00% | 4q | +3.1%+$129.4K |
| SageGuard Financial Group, LLC | $4.0M | 208,695 | 0.57% | 3q | +32.8%+$994.9K |
| Delta Investment Management, LLC | $4.0M | 208,414 | 0.66% | 3q | +11.9%+$429.3K |
| Prosperity Financial Group, Inc. | $3.9M | 203,963 | 1.22% | 5q | +12.5%+$438.6K |
| TRUIST FINANCIAL CORP | $3.6M | 187,756 | 0.00% | 2q | +19.2%+$584.0K |
| IFP Advisors, Inc | $3.3M | 173,194 | 0.06% | 6q | +1.3%+$41.8K |
| NewEdge Advisors, LLC | $3.3M | 170,330 | 0.01% | 3q | HELD |
| Sulzberger Capital Advisors, Inc. | $3.0M | 154,057 | 2.90% | 5q | -14.4%-$500.6K |
| JANE STREET GROUP, LLC | $3.0M | 153,259 | 0.00% | 4q | +46.6%+$940.7K |
| Insight Advisors, LLC/ PA | $2.7M | 139,962 | 0.48% | 5q | +3.0%+$78.7K |
| Balboa Wealth Partners | $2.6M | 134,661 | 0.35% | 2q | +36.3%+$692.6K |
| Advisory Services Network, LLC | $1.8M | 95,697 | 0.02% | 5q | +6.7%+$115.3K |
| Independent Wealth Network Inc. | $1.7M | 90,488 | 0.44% | 5q | -21.7%-$483.1K |
| HighTower Advisors, LLC | $1.5M | 76,970 | 0.00% | new | NEW |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $1.4M | 73,950 | 0.08% | 2q | +181.7%+$914.4K |
| INDEPENDENT FINANCIAL GROUP, LLC | $1.2M | 64,378 | 0.02% | 5q | -24.1%-$394.5K |
| OneDigital Investment Advisors LLC | $1.1M | 58,433 | 0.01% | 5q | -0.9%-$10.3K |
| Capital Investment Advisory Services, LLC | $1.0M | 53,815 | 0.06% | 6q | -3.7%-$39.8K |
| Kingsview Wealth Management, LLC | $1.0M | 53,181 | 0.01% | 3q | +5.8%+$56.6K |
| WINEBRENNER CAPITAL MANAGEMENT LLC | $885.2K | 45,842 | 0.54% | new | NEW |
| Brookstone Capital Management | $861.3K | 44,605 | 0.01% | 3q | +1.9%+$16.3K |
| PSI Advisors, LLC | $754.5K | 39,072 | 0.18% | 2q | +71.4%+$314.2K |
| Valmark Advisers, Inc. | $740.3K | 38,340 | 0.01% | new | NEW |
| Southern Financial Group, LLC | $727.9K | 37,695 | 0.19% | new | FIRST |
| American Financial Advisors, LLC | $686.1K | 35,533 | 0.08% | 6q | -5.7%-$41.4K |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $678.8K | 35,155 | 0.03% | 4q | HELD |
| Forefront Wealth Partners, LLC | $638.4K | 33,060 | 0.20% | 4q | HELD |
| CreativeOne Wealth, LLC | $579.9K | 30,030 | 0.01% | 3q | HELD |
| Integrated Wealth Concepts LLC | $525.7K | 27,224 | 0.00% | 3q | +74.4%+$224.3K |
| OLD MISSION CAPITAL LLC | $509.0K | 26,359 | 0.01% | 2q | +8.5%+$40.0K |
| Stenger Family Office, LLC | $500.5K | 25,919 | 0.08% | 3q | +1.6%+$8.1K |
| Quad-Cities Investment Group, LLC | $463.9K | 24,023 | 0.17% | 3q | HELD |
| 1776 Wealth LLC | $432.2K | 22,382 | 0.15% | 3q | HELD |
| Maridea Wealth Management LLC | $410.8K | 21,275 | 0.04% | 2q | +11.0%+$40.6K |
| HARBOUR INVESTMENTS, INC. | $405.4K | 20,995 | 0.01% | 5q | +84.7%+$186.0K |
| Apollon Wealth Management, LLC | $404.4K | 20,940 | 0.00% | 4q | +1.9%+$7.4K |
| PRIVATE CLIENT SERVICES, LLC | $342.0K | 17,713 | 0.09% | 2q | HELD |
| Ameritas Advisory Services, LLC | $307.7K | 15,937 | 0.01% | new | NEW |
| Kovack Advisors, Inc. | $278.4K | 14,525 | 0.01% | new | NEW |
| Gladstone Institutional Advisory LLC | $274.0K | 14,188 | 0.01% | 2q | -4.3%-$12.4K |
| Kestra Advisory Services, LLC | $229.1K | 11,865 | 0.00% | new | NEW |
| WCG Wealth Advisors LLC | $206.3K | 10,683 | 0.00% | new | NEW |
| Ferguson Shapiro LLC | $199.0K | 10,304 | 0.06% | 4q | HELD |
| Lakeridge Wealth Management LLC | $196.5K | 10,177 | 0.07% | new | NEW |
| Arax Advisory Partners | $45.6K | 2,362 | 0.00% | 2q | +14.8%+$5.9K |
| Janney Montgomery Scott LLC | $11.5K | 593,882 | 0.02% | new | NEW |
| SBI Securities Co., Ltd. | $2.6K | 135 | 0.00% | 2q | +3275.0%+$2.5K |
| Cambridge Investment Research Advisors, Inc. | $1.7K | 90,196 | 0.00% | 3q | +125.8% |
| Capital Analysts, LLC | $905 | 46,824 | 0.02% | 4q | +19.6% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $714 | 37 | 0.00% | 3q | HELD |
| CENTAURUS FINANCIAL, INC. | $272 | 14,065 | 0.01% | new | NEW |
| WELLS FARGO & COMPANY/MN | $2 | 0 | 0.00% | new | NEW |
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 | 58 | $233.6M | 12,099,205 | 9 | 30 | 9 | 0.0% |
| Q1 2026 | 51 | $214.3M | 10,952,620 | 15 | 25 | 7 | 0.0% |
| Q4 2025 | 42 | $184.2M | 9,154,865 | 16 | 20 | 4 | 0.0% |
| Q3 2025 | 32 | $107.9M | 5,287,090 | 12 | 14 | 2 | 0.0% |
| Q2 2025 | 23 | $28.9M | 1,422,430 | 16 | 2 | 2 | 0.0% |
| Q1 2025 | 7 | $5.8M | 284,775 | 7 | 0 | 0 | 0.0% |