HolderBook

FIRST TR EXCHANGE-TRADED FD (LTTI)

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

21
Reporting holders
$11.9M
Reported value
0.0%
Held as options
+6
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

FilerValueShares Their book Held Change
Farther Finance Advisors, LLC$2.1M113,0800.02%newNEW
Capital Investment Advisory Services, LLC$1.2M65,5020.07%6q-4.9%-$62.0K
Uniting Wealth Partners, LLC$1.2M63,8800.24%2q+24.4%+$230.9K
NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.1M61,7050.05%6q+2.9%+$32.3K
OLD MISSION CAPITAL LLC$990.3K53,6800.02%4q+356.4%+$773.3K
JANE STREET GROUP, LLC$780.4K42,3000.00%3q+173.8%+$495.4K
Brookstone Capital Management$775.7K42,0470.01%3q+2.1%+$15.8K
OneDigital Investment Advisors LLC$724.1K39,2510.01%2q+29.6%+$165.5K
Kovack Advisors, Inc.$565.4K31,0740.03%newNEW
NewEdge Advisors, LLC$391.7K21,2300.00%3qHELD
Maridea Wealth Management LLC$389.6K21,1200.04%2q+7.6%+$27.4K
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$231.0K12,7000.01%newNEW
KESTRA PRIVATE WEALTH SERVICES, LLC$230.6K12,5000.00%4qHELD
SUSQUEHANNA INTERNATIONAL GROUP, LLP$230.5K12,4940.00%2q-31.5%-$106.2K
COMMONWEALTH EQUITY SERVICES, LLC$230.1K12,4730.00%5q-18.0%-$50.6K
CITADEL ADVISORS LLC$221.6K12,0130.00%newNEW
Clear Creek Financial Management, LLC$186.8K10,1260.01%3qHELD
CIBC WORLD MARKET INC.$184.5K10,0000.00%2qHELD
LANARK FINANCIAL, INC.$100.5K5,4500.01%5q+104.7%+$51.4K
SBI Securities Co., Ltd.$12.4K6730.00%3q+273.9%+$9.1K
CENTAURUS FINANCIAL, INC.$1075,8090.00%newNEW
WELLS FARGO & COMPANY/MN$400.00%newNEW

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 202621$11.9M643,2985930.0%
Q1 202615$6.9M367,4325430.0%
Q4 202512$10.1M524,0145510.0%
Q3 20258$7.3M371,3784310.0%
Q2 20255$5.4M271,6120310.0%
Q1 20256$6.5M313,1926000.0%