HolderBook

FIRST TR EXCHNG TRADED FD VI (MMSC)

Institutional ownership reported to the SEC as of Q2 2026, across 19 quarters.

17
Reporting holders
$31.7M
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

FilerValueShares Their book Held Change
Trinity Legacy Partners, LLC$12.3M441,9212.46%13q-4.0%-$512.6K
MANCHESTER FINANCIAL INC$6.8M230,8161.21%9q-9.3%-$702.4K
Cetera Investment Advisers$4.6M157,1700.00%8q+9.2%+$392.6K
COMMONWEALTH EQUITY SERVICES, LLC$1.7M58,9410.00%5q+18.8%+$275.2K
Brookwood Investment Group LLC$1.4M47,3380.16%3q-14.0%-$227.0K
OSAIC HOLDINGS, INC.$1.3M42,5180.00%15q+53.5%+$438.0K
Advisor Resource Council$1.0M35,0250.29%3q+17.5%+$151.0K
Tower Research Capital LLC (TRC)$750.6K25,3950.02%16q+11.1%+$75.2K
Tidal Investments LLC$574.2K19,4280.00%3qHELD
OneDigital Investment Advisors LLC$364.0K12,3150.00%newNEW
Aptus Capital Advisors, LLC$261.5K8,8490.00%7q+90.3%+$124.1K
TRUIST FINANCIAL CORP$246.6K8,3450.00%7q-10.5%-$28.8K
Vann Equity Management LLC$227.0K7,6810.14%2q-13.7%-$36.1K
ARVEST INVESTMENTS, INC.$60.1K2,0350.01%2q+29.1%+$13.6K
UBS Group AG$3.8K1290.00%newNEW
VANGUARD ADVISERS INC$2.1K720.00%newNEW
Cambridge Investment Research Advisors, Inc.$1.1K38,4650.00%10qHELD
Integrated Wealth Concepts LLC$532180.00%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 202617$31.7M1,097,9964750.0%
Q1 202616$33.7M1,374,1463730.0%
Q4 202517$29.8M1,243,5347540.0%
Q3 202511$20.7M881,0812340.0%
Q2 202512$19.2M928,8580350.0%
Q1 202516$16.9M915,9583650.0%
Q4 202414$16.7M807,0754330.0%
Q3 20249$14.4M694,9392230.0%
Q2 20249$13.3M686,4033320.0%
Q1 20246$7.4M378,7771320.0%
Q4 20238$6.8M398,6972310.0%
Q3 20235$4.9M320,0950110.0%
Q2 20238$5.9M366,1101420.0%
Q1 20236$3.8M250,3922110.0%
Q4 20225$1.0M69,8363100.0%
Q3 20224$646.0K45,6044000.0%
Q2 20221$429.0K30,9061000.0%
Q1 20223$144.0K8,1982100.0%
Q4 20212$103.0K4,9562000.0%