FIRST TR EXCHNG TRADED FD VI (MARM)
Institutional ownership reported to the SEC as of Q2 2026, across 10 quarters.
73
Reporting holders
$65.6M
Reported value
0.0%
Held as options
+1
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 |
|---|---|---|---|---|---|
| Ignite Planners, LLC | $9.3M | 272,928 | 1.28% | 10q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $6.6M | 193,815 | 0.01% | 10q | -2.4%-$162.7K |
| Brookstone Capital Management | $4.2M | 123,679 | 0.04% | 9q | +9.4%+$361.7K |
| Cetera Investment Advisers | $2.6M | 74,740 | 0.00% | 9q | -4.7%-$125.0K |
| Kestra Advisory Services, LLC | $2.4M | 69,078 | 0.01% | 10q | -20.1%-$593.0K |
| Legacy Edge Advisors, LLC | $2.1M | 63,724 | 0.12% | 8q | +69.3%+$866.0K |
| NewEdge Advisors, LLC | $1.9M | 56,540 | 0.01% | 9q | +1.3%+$25.1K |
| CAPTRUST FINANCIAL ADVISORS | $1.9M | 55,580 | 0.00% | 9q | -14.8%-$330.5K |
| Mariner, LLC | $1.8M | 52,552 | 0.00% | 9q | +4.2%+$71.5K |
| Madrona Financial Services, LLC | $1.8M | 51,822 | 0.33% | 9q | HELD |
| OSAIC HOLDINGS, INC. | $1.5M | 44,639 | 0.00% | 9q | +8.0%+$113.4K |
| KINGSWOOD WEALTH ADVISORS, LLC | $1.5M | 44,259 | 0.06% | 8q | -1.0%-$15.4K |
| LPL Financial LLC | $1.4M | 40,715 | 0.00% | 8q | -5.0%-$73.0K |
| Triad Wealth Partners, LLC | $1.4M | 39,909 | 0.08% | 5q | -19.0%-$321.4K |
| Cresset Asset Management, LLC | $1.4M | 39,949 | 0.00% | 9q | -2.1%-$29.2K |
| TRUIST FINANCIAL CORP | $1.3M | 39,405 | 0.00% | 9q | HELD |
| Capasso Planning Partners LLC | $1.3M | 39,170 | 0.67% | 5q | +3.6%+$46.8K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.3M | 38,343 | 0.00% | new | NEW |
| Main Street Financial Solutions, LLC | $1.2M | 36,212 | 0.08% | 9q | HELD |
| Atria Investments, Inc | $1.2M | 33,927 | 0.01% | 5q | -3.5%-$42.3K |
| Mutual Advisors, LLC | $1.1M | 31,478 | 0.02% | 9q | -4.6%-$52.1K |
| Coppell Advisory Solutions LLC | $900.1K | 10,015 | 0.07% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $759.3K | 22,246 | 0.01% | 10q | +8.9%+$62.2K |
| UPTICK PARTNERS, LLC | $626.5K | 18,356 | 0.10% | 8q | -2.9%-$18.9K |
| Summit Financial, LLC | $623.5K | 18,269 | 0.01% | new | NEW |
| Global Assets Advisory, LLC | $618.4K | 18,107 | 0.13% | new | NEW |
| Clear Creek Financial Management, LLC | $601.4K | 17,621 | 0.04% | 9q | +1.7%+$9.9K |
| Foguth Wealth Management, LLC. | $569.0K | 16,629 | 0.06% | 7q | -14.5%-$96.4K |
| Merit Financial Group, LLC | $551.1K | 16,146 | 0.00% | 3q | +106.7%+$284.5K |
| AE Wealth Management LLC | $546.7K | 16,017 | 0.00% | 8q | +2.8%+$15.1K |
| Triumph Capital Management | $535.0K | 15,674 | 0.10% | 9q | -0.7%-$3.7K |
| Apollon Wealth Management, LLC | $529.4K | 15,511 | 0.01% | 9q | -3.7%-$20.5K |
| Gallagher Fiduciary Advisors, LLC | $522.5K | 15,310 | 0.02% | 9q | HELD |
| Climber Capital SA | $470.0K | 13,798 | 0.29% | new | NEW |
| Arkadios Wealth Advisors | $467.0K | 13,682 | 0.01% | 6q | HELD |
| Ameritas Advisory Services, LLC | $427.8K | 12,534 | 0.01% | new | NEW |
| Syntegra Private Wealth Group, LLC | $408.0K | 11,953 | 0.03% | 9q | HELD |
| WORLD EQUITY GROUP, INC. | $343.8K | 10,073 | 0.08% | 8q | -7.0%-$25.9K |
| StoneX Group Inc. | $325.1K | 9,525 | 0.01% | 3q | +26.9%+$68.9K |
| Gerber Kawasaki Wealth & Investment Management | $322.5K | 9,450 | 0.01% | 9q | HELD |
| Chris Bulman Inc | $320.2K | 9,382 | 0.12% | 9q | -1.6%-$5.1K |
| IFP Advisors, Inc | $313.3K | 9,180 | 0.01% | 9q | -18.1%-$69.5K |
| Prasad Wealth Partners, LLC | $303.8K | 8,900 | 0.07% | 2q | HELD |
| Certified Advisory Corp | $278.8K | 8,168 | 0.02% | 9q | HELD |
| First Heartland Consultants, Inc. | $276.4K | 8,097 | 0.02% | 9q | HELD |
| INDEPENDENT FINANCIAL GROUP, LLC | $267.1K | 7,826 | 0.00% | 6q | -1.8%-$4.9K |
| VICTORY FINANCIAL GROUP, LLC | $265.2K | 7,770 | 0.03% | 2q | HELD |
| MN Wealth Advisors, LLC | $261.1K | 7,650 | 0.11% | 9q | HELD |
| Integrity Financial Corp /WA | $260.5K | 7,631 | 0.12% | 5q | -13.1%-$39.2K |
| Buck Wealth Strategies, LLC | $259.4K | 7,600 | 0.03% | 5q | -9.5%-$27.3K |
| ENVESTNET ASSET MANAGEMENT INC | $258.8K | 7,582 | 0.00% | 5q | -7.1%-$19.9K |
| LVZ, Inc. | $251.7K | 7,373 | 0.03% | new | NEW |
| SageView Advisory Group, LLC | $247.2K | 7,242 | 0.01% | 7q | HELD |
| Creative Planning | $247.2K | 7,242 | 0.00% | 2q | HELD |
| SageGuard Financial Group, LLC | $241.0K | 7,061 | 0.03% | 3q | -1.8%-$4.5K |
| Sage Capital Advisors,llc | $233.4K | 6,839 | 0.05% | 9q | HELD |
| DHJJ Financial Advisors, Ltd. | $232.1K | 6,799 | 0.07% | 9q | -4.9%-$11.9K |
| Koshinski Asset Management, Inc. | $230.4K | 6,750 | 0.01% | 9q | -4.3%-$10.2K |
| GREAT VALLEY ADVISOR GROUP, INC. | $225.0K | 6,600 | 0.00% | 7q | -2.4%-$5.5K |
| LifeWealth Investments, LLC | $222.6K | 6,521 | 0.06% | 5q | HELD |
| PRECEDENT WEALTH PARTNERS, LLC | $203.8K | 5,972 | 0.03% | new | NEW |
| EVOLUTION WEALTH MANAGEMENT INC. | $187.8K | 5,503 | 0.11% | 3q | -0.9%-$1.6K |
| Steward Partners Investment Advisory, LLC | $134.8K | 3,948 | 0.00% | 10q | HELD |
| JPMORGAN CHASE & CO | $125.8K | 3,688 | 0.00% | 4q | -34.7%-$66.7K |
| Glen Eagle Advisors, LLC | $102.4K | 3,000 | 0.01% | 8q | HELD |
| Geneos Wealth Management Inc. | $101.0K | 2,960 | 0.00% | 7q | +4.6%+$4.4K |
| IMG Wealth Management, Inc. | $100.6K | 2,946 | 0.06% | 7q | -29.6%-$42.4K |
| UBS Group AG | $59.4K | 1,739 | 0.00% | new | NEW |
| FIDUCIARY FINANCIAL ADVISORS | $34.1K | 1,000 | 0.00% | new | NEW |
| BARCLAYS PLC | $13.9K | 406 | 0.00% | 8q | -91.7%-$152.7K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $10.1K | 295 | 0.00% | 9q | HELD |
| Pinnacle Wealth Planning Services, Inc. | $1.4K | 42 | 0.00% | 3q | HELD |
| Cambridge Investment Research Advisors, Inc. | $595 | 17,423 | 0.00% | 9q | -22.3% |
| SBI Securities Co., Ltd. | $137 | 4 | 0.00% | 7q | HELD |
| Capital Analysts, LLC | $41 | 1,210 | 0.00% | 9q | 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 | 73 | $65.6M | 1,907,096 | 10 | 12 | 29 | 0.0% |
| Q1 2026 | 72 | $61.0M | 1,820,792 | 7 | 8 | 33 | 0.0% |
| Q4 2025 | 75 | $75.3M | 2,275,990 | 7 | 15 | 29 | 0.0% |
| Q3 2025 | 73 | $68.8M | 2,110,069 | 6 | 13 | 23 | 0.0% |
| Q2 2025 | 77 | $71.8M | 2,235,061 | 12 | 18 | 25 | 0.0% |
| Q1 2025 | 74 | $60.0M | 1,912,790 | 7 | 22 | 26 | 0.0% |
| Q4 2024 | 74 | $64.5M | 2,086,277 | 3 | 10 | 28 | 0.0% |
| Q3 2024 | 79 | $101.4M | 3,331,021 | 15 | 19 | 19 | 0.0% |
| Q2 2024 | 73 | $106.1M | 3,556,392 | 63 | 5 | 3 | 0.0% |
| Q1 2024 | 9 | $15.1M | 515,913 | 8 | 0 | 0 | 0.0% |