HolderBook

FIRST TR EXCHNG TRADED FD VI (QCJA)

Institutional ownership reported to the SEC as of Q2 2026, across 6 quarters.

39
Reporting holders
$47.9M
Reported value
0.0%
Held as options
-5
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
First International Bank of Israel Ltd.$21.0M900,0005.73%2qHELD
RAYMOND JAMES FINANCIAL INC$2.6M111,2280.00%6q+2.2%+$56.1K
Sage Capital Advisors,llc$2.5M106,3990.52%5qHELD
Cetera Investment Advisers$2.5M104,9550.00%6q+2.1%+$50.7K
LPL Financial LLC$2.1M91,5360.00%2q-1.4%-$30.4K
Kestra Advisory Services, LLC$1.6M67,3840.01%6q-43.0%-$1.2M
ENVESTNET ASSET MANAGEMENT INC$1.2M52,8940.00%6q+1.8%+$22.1K
Falcon Wealth Planning$1.1M45,8450.07%2qHELD
HighTower Advisors, LLC$1.0M43,8800.00%newNEW
Diligent Investors, LLC$1.0M43,2000.22%2q-2.3%-$23.4K
COMMONWEALTH EQUITY SERVICES, LLC$1.0M42,8900.00%6q+3.8%+$37.2K
Sequent Planning LLC$930.3K39,8180.20%6q-12.6%-$133.7K
Sigma Planning Corp$908.0K38,8620.02%6qHELD
Comprehensive Financial Consultants Institutional, Inc.$867.9K37,1470.23%6q+7.8%+$62.9K
Pinnacle Financial Partners, Inc.$752.3K32,1990.01%3q-5.5%-$43.5K
OLD MISSION CAPITAL LLC$750.2K32,1080.01%2q+195.8%+$496.6K
Grantvest Financial Group LLC$668.6K28,6140.39%4q-5.7%-$40.2K
SUSQUEHANNA INTERNATIONAL GROUP, LLP$624.6K26,7340.00%5q-38.3%-$387.1K
CARY STREET PARTNERS FINANCIAL LLC$521.4K22,3140.01%6qHELD
Robertson Stephens Wealth Management, LLC$518.7K22,2000.01%2q-3.9%-$21.0K
Main Street Financial Solutions, LLC$409.5K17,5280.03%2qHELD
Signature Equity Partners, LLC$387.5K16,5850.18%3q-8.9%-$38.0K
HARBOUR INVESTMENTS, INC.$384.0K16,4350.01%6q-70.4%-$911.2K
Steward Partners Investment Advisory, LLC$320.8K13,7290.00%2qHELD
INSIGNEO ADVISORY SERVICES, LLC$299.7K12,8280.01%2q-5.2%-$16.5K
OSAIC HOLDINGS, INC.$294.2K12,5930.00%2qHELD
Cypress Wealth Services, LLC$290.8K12,4440.04%5qHELD
SILVER OAK SECURITIES, INCORPORATED$275.4K11,7850.02%2q+21.2%+$48.1K
Foundations Investment Advisors, LLC$262.5K11,2360.00%2q+0.9%+$2.5K
Benson Wealth Management INC$243.1K10,4030.24%3q-89.7%-$2.1M
MONEY CONCEPTS CAPITAL CORP$226.1K9,6770.01%newNEW
DHJJ Financial Advisors, Ltd.$92.7K3,9670.03%6qHELD
Capital Investment Advisory Services, LLC$73.2K3,1350.00%2qHELD
JPMORGAN CHASE & CO$48.0K2,0600.00%newNEW
Farther Finance Advisors, LLC$46.4K1,9920.00%2q+635.1%+$40.1K
IFP Advisors, Inc$43.4K1,8570.00%5qHELD
LANARK FINANCIAL, INC.$23.4K1,0000.00%5qHELD
HOLLENCREST CAPITAL MANAGEMENT$17.5K7500.00%5q-40.0%-$11.7K
Cambridge Investment Research Advisors, Inc.$6.8K292,0500.01%6q+1.3%
Integrity Financial Corp /WA$6.6K2840.00%2qHELD
PARK AVENUE SECURITIES LLC$29212,4810.00%2qHELD
Capital Analysts, LLC$26611,3860.01%6qHELD

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 202639$47.9M2,050,49539130.0%
Q1 202644$48.3M2,240,339201350.0%
Q4 202528$18.3M831,89425130.0%
Q3 202527$20.4M953,7645960.0%
Q2 202528$36.7M1,777,79612950.0%
Q1 202519$19.1M993,76819000.0%