HolderBook

FIRST TR EXCHNG TRADED FD VI (QCAP)

Institutional ownership reported to the SEC as of Q2 2026, across 9 quarters.

33
Reporting holders
$100.2M
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
HOLLENCREST CAPITAL MANAGEMENT$69.0M2,769,0414.49%newNEW
First Heartland Consultants, Inc.$7.3M292,8210.47%7q+1.1%+$79.3K
Farther Finance Advisors, LLC$5.0M199,1440.04%newNEW
Cetera Investment Advisers$2.5M102,2440.00%9q+27.8%+$554.5K
LPL Financial LLC$1.9M75,6150.00%3q+425.1%+$1.5M
SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.7M67,6750.00%3q+332.4%+$1.3M
Kestra Advisory Services, LLC$1.5M59,8970.00%9q-20.5%-$383.8K
COMMONWEALTH EQUITY SERVICES, LLC$1.5M58,6020.00%9q+42.3%+$434.0K
MACROVIEW INVESTMENT MANAGEMENT LLC$1.4M55,0290.85%5q+1.2%+$16.4K
HARBOUR INVESTMENTS, INC.$1.1M43,9850.01%9q+433.0%+$890.0K
Diligent Investors, LLC$1.1M43,7000.24%newNEW
Apollon Wealth Management, LLC$1.0M40,6300.01%9q-1.3%-$13.7K
Sequent Planning LLC$906.1K36,3790.19%5q+47.0%+$289.7K
RAYMOND JAMES FINANCIAL INC$660.1K26,5020.00%newNEW
US BANCORP \DE\$467.0K18,7470.00%newNEW
VestGen Advisors, LLC$463.4K18,6040.01%2q+72.8%+$195.3K
UPTICK PARTNERS, LLC$415.1K16,6650.06%8q+30.9%+$98.0K
DHJJ Financial Advisors, Ltd.$391.0K15,6960.11%8q+5.9%+$21.8K
ENVESTNET ASSET MANAGEMENT INC$377.6K15,1590.00%5q+11.4%+$38.6K
MML INVESTORS SERVICES, LLC$364.6K14,6380.00%newNEW
Focus Financial Network, Inc.$301.6K12,1100.01%5q-7.6%-$24.9K
Steward Partners Investment Advisory, LLC$283.2K11,3680.00%9qHELD
Brookstone Capital Management$250.3K10,0500.00%5q-2.0%-$5.0K
AE Wealth Management LLC$137.5K5,5200.00%7qHELD
OSAIC HOLDINGS, INC.$130.7K5,2480.00%6q+31.2%+$31.1K
Integrity Financial Corp /WA$123.2K4,9480.06%9qHELD
Capital Investment Advisory Services, LLC$43.7K1,7550.00%newNEW
CREATIVE FINANCIAL DESIGNS INC /ADV$17.7K7110.00%8q+13.9%+$2.2K
UBS Group AG$13.7K5500.00%2q+51.9%+$4.7K
Signature Equity Partners, LLC$8.9K3580.00%3qHELD
MORGAN STANLEY$5.5K2200.00%4qHELD
LANARK FINANCIAL, INC.$5.1K2030.00%newNEW
Cambridge Investment Research Advisors, Inc.$44918,0060.00%5q+79.4%
Wood Tarver Financial Group, LLC$26110,4980.06%newNEW
PARK AVENUE SECURITIES LLC$2108,4470.00%4q-4.3%
Pinnacle Wealth Planning Services, Inc.$14960.00%3q-97.0%-$4.8K

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 202633$100.2M4,023,82081550.0%
Q1 202631$20.3M847,06127130.0%
Q4 202528$25.9M1,091,72042150.0%
Q3 202528$24.2M1,040,4815680.0%
Q2 202527$26.2M1,152,20410830.0%
Q1 202520$17.7M803,9232530.0%
Q4 202420$17.8M804,7562460.0%
Q3 202420$11.3M520,0716420.0%
Q2 202421$15.1M713,87521000.0%