HolderBook

FIRST TR EXCHNG TRADED FD VI (QCJL)

Institutional ownership reported to the SEC as of Q2 2026, across 8 quarters.

52
Reporting holders
$37.6M
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
RAYMOND JAMES FINANCIAL INC$8.2M325,8470.00%7q-15.9%-$1.5M
TRUIST FINANCIAL CORP$4.1M163,9970.00%8q-3.9%-$166.1K
SUSQUEHANNA INTERNATIONAL GROUP, LLP$2.3M90,5900.00%8q+51.5%+$771.2K
Cetera Investment Advisers$1.9M74,8240.00%8q-15.6%-$346.4K
Lionshead Wealth Management, LLC$1.9M74,6021.21%5q-1.0%-$18.1K
Falcon Wealth Planning$1.6M62,4510.10%6qHELD
COMMONWEALTH EQUITY SERVICES, LLC$1.2M48,6180.00%8q-5.6%-$72.7K
Ausdal Financial Partners, Inc.$1.1M43,9260.04%7qHELD
Arkadios Wealth Advisors$1.1M43,2440.02%3q-9.5%-$113.3K
Apollon Wealth Management, LLC$975.0K38,9140.01%4qHELD
Beacon Pointe Advisors, LLC$950.7K37,9450.00%2qHELD
OLD MISSION CAPITAL LLC$914.4K36,4950.01%newNEW
SILVER OAK SECURITIES, INCORPORATED$840.7K33,5550.05%8q-17.4%-$176.8K
Diligent Investors, LLC$838.1K33,4500.19%8q-4.3%-$37.6K
Arete Wealth Advisors, LLC$752.5K30,0300.02%8q+100.0%+$376.3K
OSAIC HOLDINGS, INC.$650.2K25,9500.00%8q+15.3%+$86.4K
Grantvest Financial Group LLC$564.7K22,5380.33%7q-7.1%-$43.4K
Kestra Advisory Services, LLC$564.3K22,5230.00%8q-67.2%-$1.2M
Foundations Investment Advisors, LLC$562.3K22,4430.01%8q+0.6%+$3.2K
Raab & Moskowitz Asset Management LLC$513.6K20,5000.10%8q-4.7%-$25.1K
Sigma Planning Corp$507.8K20,2680.01%4q+1.8%+$8.9K
Sequent Planning LLC$432.3K17,2560.09%4q-19.3%-$103.6K
StoneX Group Inc.$412.0K16,4480.02%8q+6.5%+$25.3K
Global Assets Advisory, LLC$400.8K16,0000.09%newNEW
INSIGNEO ADVISORY SERVICES, LLC$390.3K15,5780.01%7q-0.9%-$3.4K
HighTower Advisors, LLC$368.3K14,7000.00%4qHELD
UPTICK PARTNERS, LLC$333.9K13,3250.05%4qHELD
Parallel Advisors, LLC$310.7K12,4000.00%3q-1.6%-$5.0K
MML INVESTORS SERVICES, LLC$297.7K11,8830.00%newNEW
JANE STREET GROUP, LLC$269.8K10,7690.00%newNEW
LPL Financial LLC$253.4K10,1150.00%6q-71.6%-$637.9K
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$251.8K10,0500.02%7qHELD
First Heartland Consultants, Inc.$247.8K9,8890.02%7qHELD
Chris Bulman Inc$243.6K9,7230.09%5qHELD
Brookstone Capital Management$221.0K8,8200.00%5q-2.3%-$5.1K
MONEY CONCEPTS CAPITAL CORP$213.7K8,5290.01%newNEW
EP Wealth Advisors, LLC$206.3K8,2350.00%4q-10.3%-$23.8K
Redhawk Wealth Advisors, Inc.$202.4K8,0780.02%newNEW
Farther Finance Advisors, LLC$120.3K4,8000.00%newNEW
DHJJ Financial Advisors, Ltd.$111.3K4,4420.03%6qHELD
Capital Investment Advisory Services, LLC$107.2K4,2800.01%4q-21.4%-$29.2K
Benson Wealth Management INC$67.0K2,6760.07%3qHELD
Silver Grove Financial Group, Inc.$55.1K2,2000.03%3qHELD
Triumph Capital Management$54.9K2,1900.01%3qHELD
JPMORGAN CHASE & CO$37.5K1,5000.00%4qHELD
FIDUCIARY FINANCIAL ADVISORS$33.3K1,3300.00%newNEW
LANARK FINANCIAL, INC.$25.1K1,0000.00%7qHELD
UBS Group AG$23.6K9420.00%newNEW
CREATIVE FINANCIAL DESIGNS INC /ADV$22.2K8870.00%4q+2.2%
MORGAN STANLEY$21.4K8550.00%8qHELD
Noble Wealth Management PBC$10.0K4000.00%4qHELD
PARK AVENUE SECURITIES LLC$2.1K84,3670.01%4qHELD
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1.9K770.00%newNEW
Cambridge Investment Research Advisors, Inc.$91536,5020.00%8q+4.8%
Capital Analysts, LLC$552,2140.00%6qHELD
HAZLETT, BURT & WATSON, INC.$2760.00%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 202652$37.6M1,502,087107180.0%
Q1 202654$40.3M1,722,06469200.0%
Q4 202557$42.4M1,800,43097230.0%
Q3 202548$42.7M1,834,158181590.0%
Q2 202532$21.0M937,11855100.0%
Q1 202530$17.5M859,46464100.0%
Q4 202429$30.9M1,472,6079290.0%
Q3 202427$29.7M1,454,35827000.0%