HolderBook

FIRST TR EXCHNG TRADED FD VI (NOVM)

Institutional ownership reported to the SEC as of Q2 2026, across 7 quarters.

29
Reporting holders
$13.9M
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
Clear Creek Financial Management, LLC$2.9M86,8970.19%7q-0.6%-$18.5K
Cetera Investment Advisers$1.7M51,3810.00%7q+36.9%+$466.9K
SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.2M34,4910.00%4q+124.7%+$645.5K
COMMONWEALTH EQUITY SERVICES, LLC$943.0K27,9620.00%3qHELD
ENVESTNET ASSET MANAGEMENT INC$824.6K24,4520.00%7q-21.9%-$231.4K
Madrona Financial Services, LLC$666.0K19,7490.12%7qHELD
Waverly Advisors, LLC$637.7K18,9100.00%3qHELD
Gallagher Fiduciary Advisors, LLC$534.7K15,8550.02%7qHELD
Ameritas Advisory Services, LLC$516.7K15,3200.01%3q+45.2%+$160.9K
TRUIST FINANCIAL CORP$470.4K13,9490.00%3q+9.8%+$42.1K
Glen Eagle Advisors, LLC$427.7K12,6810.05%6qHELD
Capasso Planning Partners LLC$406.6K12,0550.20%3qHELD
Geneos Wealth Management Inc.$404.0K11,9800.01%7q+100.0%+$202.0K
OLD MISSION CAPITAL LLC$403.5K11,9650.01%newNEW
AE Wealth Management LLC$379.9K11,2640.00%7q-9.4%-$39.6K
Kestra Advisory Services, LLC$291.8K8,6530.00%4qHELD
Buck Wealth Strategies, LLC$242.1K7,1800.03%3qHELD
VICTORY FINANCIAL GROUP, LLC$240.4K7,1270.03%3qHELD
Prasad Wealth Partners, LLC$236.9K7,0250.06%4q-7.9%-$20.2K
PKS Advisory Services, LLC$201.7K5,9800.03%newNEW
Regatta Research & Money Management$41.5K1,2300.04%newFIRST
HARBOUR INVESTMENTS, INC.$41.3K1,2260.00%3qHELD
OSAIC HOLDINGS, INC.$30.7K9090.00%7qHELD
Capital Investment Advisory Services, LLC$27.0K8000.00%5qHELD
Triumph Capital Management$25.3K7500.00%3qHELD
Integrity Financial Corp /WA$15.4K4580.01%3qHELD
Bernard Wealth Management Corp.$10.3K3050.00%3qHELD
DHJJ Financial Advisors, Ltd.$8.9K2650.00%7qHELD
PARK AVENUE SECURITIES LLC$1.8K54,4580.01%3q+10.9%
Clearstead Advisors, LLC$844250.00%newNEW
Capital Analysts, LLC$501,4740.00%7qHELD

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 202629$13.9M410,8443540.0%
Q1 202630$13.1M400,6471460.0%
Q4 202531$13.9M423,94411750.0%
Q3 202525$11.2M348,2465440.0%
Q2 202522$11.0M350,61622110.0%
Q1 202524$12.6M414,7426460.0%
Q4 202419$8.9M292,69019000.0%