FIRST TR EXCHANGE-TRADED FD (MDIV)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
83
Reporting holders
$152.0M
Reported value
0.0%
Held as options
-8
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 |
|---|---|---|---|---|---|
| LPL Financial LLC | $25.3M | 1,528,693 | 0.01% | 31q | +44.1%+$7.7M |
| MORGAN STANLEY | $21.9M | 1,324,867 | 0.00% | 35q | +7.8%+$1.6M |
| AMERIPRISE FINANCIAL INC | $10.7M | 646,449 | 0.00% | 31q | -50.6%-$10.9M |
| BANK OF AMERICA CORP /DE/ | $9.5M | 576,403 | 0.00% | 31q | +2.1%+$200.3K |
| HARBOUR INVESTMENTS, INC. | $9.0M | 543,420 | 0.12% | 21q | +11.7%+$937.9K |
| ROYAL BANK OF CANADA | $7.0M | 424,849 | 0.00% | 31q | +1.3%+$88.8K |
| RAYMOND JAMES FINANCIAL INC | $6.3M | 381,966 | 0.00% | 7q | +3.4%+$207.4K |
| WELLS FARGO & COMPANY/MN | $5.0M | 301,453 | 0.00% | 31q | -47.6%-$4.5M |
| Cetera Investment Advisers | $4.5M | 272,651 | 0.00% | 14q | -2.2%-$99.5K |
| Rockport Wealth LLC | $4.5M | 271,939 | 0.75% | 10q | +5.8%+$244.4K |
| COMMONWEALTH EQUITY SERVICES, LLC | $4.1M | 246,823 | 0.01% | 31q | -2.3%-$97.6K |
| Rockefeller Capital Management L.P. | $3.3M | 199,775 | 0.01% | 25q | +3.6%+$114.3K |
| Total Clarity Wealth Management, Inc. | $2.9M | 173,956 | 0.56% | 5q | +47.5%+$926.2K |
| OSAIC HOLDINGS, INC. | $2.8M | 166,781 | 0.00% | 26q | +4.5%+$119.1K |
| Capital Investment Advisory Services, LLC | $2.2M | 130,920 | 0.13% | 31q | -7.2%-$168.6K |
| ENVESTNET ASSET MANAGEMENT INC | $2.1M | 124,986 | 0.00% | 31q | +29.0%+$464.9K |
| JONES FINANCIAL COMPANIES LLLP | $2.0M | 122,308 | 0.00% | 11q | +48.7%+$662.2K |
| Harvest Investment Services, LLC | $1.9M | 117,347 | 0.30% | 31q | +1.8%+$34.0K |
| Kestra Advisory Services, LLC | $1.9M | 117,215 | 0.01% | 24q | -11.3%-$246.5K |
| Ameritas Advisory Services, LLC | $1.6M | 95,576 | 0.03% | 19q | +590.4%+$1.4M |
| &PARTNERS | $1.4M | 85,549 | 0.01% | 5q | +3.4%+$47.1K |
| Elevated Capital Advisors, LLC | $1.2M | 70,994 | 0.32% | 22q | +1.6%+$18.0K |
| UBS Group AG | $1.1M | 65,358 | 0.00% | 31q | -7.0%-$80.9K |
| COTTONWOOD CAPITAL ADVISORS, LLC | $1.0M | 62,493 | 0.62% | 19q | HELD |
| Wellington Shields & Co., LLC | $1.0M | 62,080 | 0.23% | 3q | +79.3%+$453.6K |
| STIFEL FINANCIAL CORP | $1.0M | 61,655 | 0.00% | 31q | -8.7%-$96.6K |
| TCFG Investment Advisors, LLC | $958.6K | 58,010 | 0.32% | 2q | HELD |
| Fortis Group Advisors, LLC | $907.3K | 54,907 | 0.14% | 5q | +4.1%+$36.0K |
| PSI Advisors, LLC | $839.9K | 50,827 | 0.20% | 16q | +15.8%+$114.5K |
| Cornerstone Wealth Management, LLC | $834.8K | 50,517 | 0.04% | 30q | -8.5%-$77.9K |
| Endowment Wealth Management, Inc. | $765.2K | 46,308 | 0.30% | 14q | -10.0%-$85.3K |
| CITADEL ADVISORS LLC | $759.5K | 45,963 | 0.00% | 3q | -1.1%-$8.2K |
| TrueWealth Advisors, LLC | $741.4K | 44,864 | 0.17% | 16q | HELD |
| Proactive Wealth Strategies LLC | $714.9K | 43,260 | 0.11% | 8q | HELD |
| Sigma Planning Corp | $712.7K | 43,128 | 0.02% | 31q | -1.1%-$8.0K |
| Freedom Financial Partners LLC | $624.1K | 37,770 | 0.20% | 7q | +0.7%+$4.5K |
| RPg Family Wealth Advisory, LLC | $618.0K | 37,400 | 0.06% | 11q | +72.7%+$260.3K |
| Intrua Financial, LLC | $587.1K | 35,529 | 0.05% | 11q | +1.4%+$8.1K |
| HighTower Advisors, LLC | $567.7K | 34,355 | 0.00% | 18q | -0.7%-$4.1K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $565.7K | 33,950 | 0.00% | 12q | +42.4%+$168.4K |
| Larson Financial Group LLC | $555.6K | 33,619 | 0.01% | 20q | HELD |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $553.7K | 33,451 | 0.03% | 7q | +20.8%+$95.3K |
| INTEGRITY ALLIANCE, LLC. | $408.0K | 24,692 | 0.01% | new | NEW |
| Stratos Wealth Partners, LTD. | $319.9K | 19,357 | 0.00% | 31q | -3.1%-$10.1K |
| Keystone Financial Group | $272.7K | 16,499 | 0.02% | 3q | HELD |
| HighPoint Advisor Group LLC | $263.3K | 15,936 | 0.01% | 3q | -24.1%-$83.8K |
| TRUIST FINANCIAL CORP | $252.7K | 15,294 | 0.00% | 6q | +1.7%+$4.1K |
| Farther Finance Advisors, LLC | $252.0K | 15,248 | 0.00% | 15q | +3.2%+$7.7K |
| NewEdge Advisors, LLC | $251.9K | 15,242 | 0.00% | new | NEW |
| GREAT VALLEY ADVISOR GROUP, INC. | $240.2K | 14,533 | 0.00% | 3q | HELD |
| Aptus Capital Advisors, LLC | $229.3K | 13,874 | 0.00% | 28q | -20.9%-$60.6K |
| Baird Financial Group, Inc. | $201.6K | 12,200 | 0.00% | 31q | +3.4%+$6.6K |
| FIFTH THIRD BANCORP | $201.2K | 12,175 | 0.00% | 2q | HELD |
| Prospera Financial Services Inc | $200.4K | 12,124 | 0.00% | 5q | HELD |
| IFP Advisors, Inc | $194.7K | 11,782 | 0.00% | 39q | -40.4%-$132.0K |
| Flaharty Asset Management, LLC | $192.3K | 11,579 | 0.28% | new | NEW |
| Second Line Capital, LLC | $186.8K | 11,302 | 0.03% | 8q | -28.5%-$74.4K |
| Snowden Capital Advisors LLC | $180.2K | 10,904 | 0.00% | 8q | -2.7%-$5.0K |
| COLUMBIA ADVISORY PARTNERS LLC | $179.9K | 10,884 | 0.10% | new | NEW |
| Sanctuary Advisors, LLC | $179.1K | 10,839 | 0.00% | 2q | +0.5% |
| D.A. DAVIDSON & CO. | $178.1K | 10,775 | 0.00% | 3q | HELD |
| Summit Financial, LLC | $173.9K | 10,523 | 0.00% | new | NEW |
| Huntleigh Advisors, Inc. | $169.6K | 10,262 | 0.02% | 7q | HELD |
| Private Advisor Group, LLC | $169.6K | 10,261 | 0.00% | 31q | -62.9%-$287.1K |
| Global Retirement Partners, LLC | $128.5K | 7,778 | 0.00% | 14q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $96.1K | 5,817 | 0.00% | 2q | -47.8%-$87.9K |
| Arax Advisory Partners | $56.2K | 3,400 | 0.00% | 3q | +1033.3%+$51.2K |
| Wellington Shields Capital Management, LLC | $49.6K | 3,000 | 0.01% | new | NEW |
| AMERIFLEX GROUP, INC. | $42.3K | 2,561 | 0.02% | new | NEW |
| Geneos Wealth Management Inc. | $41.6K | 2,515 | 0.00% | 42q | HELD |
| Realta Investment Advisors | $40.1K | 2,425 | 0.01% | 4q | HELD |
| Founders Financial Alliance, LLC | $39.4K | 2,386 | 0.01% | 24q | +1.7% |
| NFSG Corp | $30.6K | 1,849 | 0.00% | 23q | HELD |
| US BANCORP \DE\ | $29.7K | 1,800 | 0.00% | 31q | HELD |
| Pinnacle Bancorp, Inc. | $28.1K | 1,700 | 0.01% | 31q | +70.0%+$11.6K |
| FMR LLC | $22.4K | 1,353 | 0.00% | 5q | +294.5%+$16.7K |
| LANARK FINANCIAL, INC. | $11.6K | 700 | 0.00% | 12q | HELD |
| Steward Partners Investment Advisory, LLC | $8.5K | 513 | 0.00% | new | NEW |
| Cornerstone Planning Group LLC | $5.9K | 350 | 0.00% | 9q | +1.4% |
| Cambridge Investment Research Advisors, Inc. | $5.4K | 326,852 | 0.01% | 31q | +100.1%+$2.7K |
| Millstone Evans Group, LLC | $5.1K | 310 | 0.00% | 7q | HELD |
| Triumph Capital Management | $1.9K | 117 | 0.00% | 3q | +408.7%+$1.6K |
| WEDBUSH SECURITIES INC | $1.6K | 95,709 | 0.04% | 30q | -2.7% |
| Synergy Investment Management, LLC | $1.6K | 94 | 0.00% | 2q | HELD |
| Janney Montgomery Scott LLC | $774 | 46,862 | 0.00% | 31q | -2.9% |
| DHJJ Financial Advisors, Ltd. | $496 | 30 | 0.00% | 12q | HELD |
| CX Institutional | $14 | 818 | 0.00% | 6q | -1.2% |
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 | 83 | $152.0M | 9,195,347 | 8 | 34 | 21 | 0.0% |
| Q1 2026 | 91 | $153.8M | 9,511,657 | 9 | 33 | 27 | 0.0% |
| Q4 2025 | 89 | $134.3M | 8,542,317 | 11 | 24 | 29 | 0.0% |
| Q3 2025 | 85 | $142.4M | 8,877,151 | 4 | 27 | 24 | 0.0% |
| Q2 2025 | 92 | $164.5M | 10,401,942 | 6 | 26 | 28 | 0.0% |
| Q1 2025 | 95 | $148.1M | 9,055,578 | 12 | 30 | 25 | 0.0% |
| Q4 2024 | 95 | $134.6M | 8,330,057 | 11 | 31 | 22 | 0.0% |
| Q3 2024 | 88 | $132.7M | 7,982,333 | 9 | 25 | 27 | 0.0% |
| Q2 2024 | 87 | $121.7M | 7,736,546 | 3 | 23 | 37 | 0.0% |
| Q1 2024 | 90 | $175.1M | 11,090,619 | 7 | 29 | 30 | 0.0% |
| Q4 2023 | 91 | $154.3M | 9,723,653 | 11 | 24 | 36 | 0.0% |
| Q3 2023 | 87 | $126.5M | 8,669,000 | 10 | 19 | 33 | 0.0% |
| Q2 2023 | 85 | $131.7M | 9,033,772 | 3 | 35 | 26 | 0.0% |
| Q1 2023 | 91 | $136.9M | 9,331,058 | 10 | 34 | 26 | 0.0% |
| Q4 2022 | 80 | $153.6M | 10,262,237 | 9 | 22 | 27 | 0.0% |
| Q3 2022 | 93 | $164.0M | 10,910,195 | 12 | 33 | 22 | 0.0% |
| Q2 2022 | 91 | $170.5M | 11,207,932 | 8 | 29 | 23 | 0.0% |
| Q1 2022 | 93 | $150.7M | 8,941,083 | 9 | 30 | 26 | 0.0% |
| Q4 2021 | 97 | $141.8M | 8,509,537 | 9 | 26 | 35 | 0.0% |
| Q3 2021 | 93 | $153.1M | 9,333,944 | 10 | 24 | 34 | 0.0% |
| Q2 2021 | 86 | $154.7M | 9,124,214 | 6 | 26 | 32 | 0.0% |
| Q1 2021 | 85 | $137.9M | 8,527,637 | 8 | 25 | 34 | 0.0% |
| Q4 2020 | 86 | $139.2M | 9,250,755 | 8 | 18 | 41 | 0.0% |
| Q3 2020 | 84 | $136.5M | 10,115,608 | 5 | 20 | 34 | 0.0% |
| Q2 2020 | 93 | $149.2M | 10,889,014 | 11 | 24 | 33 | 0.0% |
| Q1 2020 | 92 | $137.2M | 11,684,765 | 10 | 28 | 34 | 0.0% |
| Q4 2019 | 101 | $275.8M | 14,660,066 | 7 | 35 | 30 | 0.0% |
| Q3 2019 | 93 | $254.9M | 13,832,611 | 11 | 37 | 27 | 0.0% |
| Q2 2019 | 83 | $224.1M | 12,115,257 | 7 | 40 | 17 | 0.0% |
| Q1 2019 | 88 | $190.4M | 10,158,627 | 9 | 33 | 22 | 0.0% |
| Q4 2018 | 86 | $158.1M | 9,381,349 | 2 | 3 | 4 | 0.0% |