HolderBook

FIRST TR EXCHANGE-TRADED FD (MDEV)

Institutional ownership reported to the SEC as of Q2 2026, across 21 quarters.

6
Reporting holders
$1.2M
Reported value
0.0%
Held as options
+2
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
Cetera Investment Advisers$698.2K36,4530.00%newNEW
JANE STREET GROUP, LLC$252.7K13,1950.00%9q-58.9%-$362.2K
Regatta Research & Money Management$191.2K9,9870.18%newFIRST
OSAIC HOLDINGS, INC.$21.2K1,1060.00%21qHELD
Keating Financial Advisory Services, Inc.$5.4K2830.00%2q+13.2%
UBS Group AG$364190.00%2q+111.1%

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 20266$1.2M61,0431210.0%
Q1 20264$635.9K33,4702100.0%
Q4 20253$630.9K50,9650120.0%
Q3 20253$493.7K46,8010200.0%
Q2 20254$499.8K46,3020110.0%
Q1 20255$607.7K30,1610130.0%
Q4 20247$2.2M105,1330310.0%
Q3 20247$2.3M101,1361300.0%
Q2 20247$1.6M78,7252120.0%
Q1 20246$1.6M74,5752110.0%
Q4 20235$1.3M66,4411300.0%
Q3 20236$368.1K20,6011200.0%
Q2 20236$728.0K34,7341120.0%
Q1 20237$1.2M60,2580320.0%
Q4 20228$1.1M56,9703020.0%
Q3 20225$973.0K59,7431100.0%
Q2 20225$4.7M200,5231110.0%
Q1 20224$1.3M56,6800220.0%
Q4 20215$10.7M407,0403110.0%
Q3 20212$27.4M1,056,8260200.0%
Q2 20213$26.1M1,023,4393000.0%