FIRST TR EXCHANGE-TRADED FD (QCLN)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
171
Reporting holders
$270.2M
Reported value
0.2%
Held as options
+6
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
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | $63.8M | 1,039,763 | 0.01% | 31q | +51.7%+$21.7M |
| MORGAN STANLEY | $31.0M | 505,939 | 0.00% | 35q | +22.1%+$5.6M |
| UBS Group AG | $16.2M | 263,430 | 0.00% | 31q | +5.5%+$839.2K |
| LPL Financial LLC | $15.9M | 259,617 | 0.00% | 31q | HELD |
| TWO SIGMA INVESTMENTS, LP | $15.7M | 256,000 | 0.01% | 3q | +237.7%+$11.0M |
| Quadrature Capital Ltd | $12.0M | 195,594 | 0.10% | new | NEW |
| ROYAL BANK OF CANADA | $8.1M | 132,457 | 0.00% | 31q | -20.2%-$2.1M |
| BANK OF AMERICA CORP /DE/ | $7.5M | 122,521 | 0.00% | 31q | +1.5%+$112.3K |
| CIBC Bancorp USA Inc. | $7.0M | 114,772 | 0.01% | 2q | +13.1%+$813.4K |
| GOLDMAN SACHS GROUP INC | $5.9M | 96,309 | 0.00% | 2q | +62.4%+$2.3M |
| FIRST TRUST ADVISORS LP | $5.9M | 95,988 | 0.00% | 22q | +25.6%+$1.2M |
| OSAIC HOLDINGS, INC. | $5.6M | 90,712 | 0.01% | 26q | +210.3%+$3.8M |
| Wealthspire Advisors, LLC | $4.5M | 74,022 | 0.02% | 23q | -1.2%-$56.4K |
| OPPENHEIMER & CO INC | $4.2M | 68,068 | 0.04% | 3q | -4.0%-$176.0K |
| RAYMOND JAMES FINANCIAL INC | $4.0M | 65,300 | 0.00% | 7q | +56.0%+$1.4M |
| COMMONWEALTH EQUITY SERVICES, LLC | $3.8M | 61,566 | 0.00% | 31q | +1.5%+$54.3K |
| CITADEL ADVISORS LLC | $3.1M | 49,794 | 0.00% | 22q | +1008.5%+$2.8M |
| D. E. Shaw & Co., Inc. | $2.9M | 47,801 | 0.00% | 10q | +134.8%+$1.7M |
| Cetera Investment Advisers | $2.7M | 44,542 | 0.00% | 24q | HELD |
| TRUIST FINANCIAL CORP | $2.4M | 39,590 | 0.00% | 3q | -7.2%-$188.4K |
| JONES FINANCIAL COMPANIES LLLP | $2.2M | 37,661 | 0.00% | 12q | +13.2%+$254.4K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.0M | 23,995 | 0.00% | 23q | -47.2%-$1.8M |
| Wealthfront Advisers LLC | $2.0M | 32,234 | 0.00% | 20q | -6.6%-$138.8K |
| STIFEL FINANCIAL CORP | $1.9M | 31,679 | 0.00% | 26q | +0.7%+$13.3K |
| Gladstone Institutional Advisory LLC | $1.5M | 24,801 | 0.05% | 2q | -0.7%-$10.7K |
| ENVESTNET ASSET MANAGEMENT INC | $1.4M | 23,536 | 0.00% | 24q | -35.1%-$781.1K |
| HighTower Advisors, LLC | $1.4M | 23,059 | 0.00% | 23q | +1.9%+$25.8K |
| NewEdge Advisors, LLC | $1.4M | 22,092 | 0.00% | 17q | -4.0%-$56.3K |
| Nilsine Partners, LLC | $1.3M | 21,488 | 0.09% | 2q | +1.0%+$13.2K |
| Ameritas Advisory Services, LLC | $1.3M | 20,895 | 0.03% | 12q | +29.0%+$288.3K |
| AMERIPRISE FINANCIAL INC | $1.2M | 20,295 | 0.00% | 25q | -61.2%-$2.0M |
| Walkner Condon Financial Advisors LLC | $1.2M | 18,797 | 0.13% | 27q | -7.4%-$92.1K |
| Private Advisory Group LLC | $1.1M | 18,729 | 0.06% | 3q | +7.1%+$76.5K |
| NWAM LLC | $1.1M | 18,220 | 0.06% | 5q | -8.7%-$105.8K |
| HSBC HOLDINGS PLC | $1.0M | 16,500 | 0.00% | new | NEW |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $997.0K | 16,259 | 0.00% | 23q | -17.9%-$218.0K |
| Parcion Private Wealth LLC | $902.5K | 14,718 | 0.05% | new | NEW |
| Pathstone Holdings, LLC | $889.0K | 14,498 | 0.00% | 11q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $881.9K | 14,382 | 0.00% | 2q | +54.1%+$309.8K |
| Legacy Edge Advisors, LLC | $699.8K | 15,016 | 0.04% | 4q | +81.8%+$314.9K |
| PFG Investments, LLC | $663.6K | 10,821 | 0.03% | 14q | +1.8%+$12.0K |
| Onyx Bridge Wealth Group LLC | $650.4K | 10,607 | 0.06% | 23q | +1.0%+$6.1K |
| Steward Partners Investment Advisory, LLC | $581.8K | 9,488 | 0.00% | 29q | +23.9%+$112.3K |
| Qube Research & Technologies Ltd | $565.1K | 9,215 | 0.00% | new | NEW |
| Kestra Advisory Services, LLC | $549.6K | 8,963 | 0.00% | 24q | +5.7%+$29.9K |
| Focus Partners Wealth | $549.5K | 8,962 | 0.00% | 6q | -1.2%-$6.8K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $537.5K | 9,651 | 0.00% | 7q | +0.7%+$3.8K |
| Prosperity Consulting Group, LLC | $519.4K | 8,470 | 0.02% | 8q | HELD |
| Creative Planning | $503.4K | 8,210 | 0.00% | 25q | -7.5%-$40.9K |
| KEYBANK NATIONAL ASSOCIATION/OH | $472.7K | 7,708 | 0.00% | 11q | +7.2%+$31.9K |
| BASSO CAPITAL MANAGEMENT, L.P. | $457.5K | 7,461 | 0.10% | new | NEW |
| Evelyn Partners Group Ltd | $444.7K | 8,745 | 0.00% | new | FIRST |
| FRANKLIN RESOURCES INC | $441.5K | 7,200 | 0.00% | 24q | HELD |
| PARK NATIONAL CORP /OH/ | $434.5K | 7,085 | 0.01% | 25q | +1.3%+$5.5K |
| AMERIFLEX GROUP, INC. | $411.3K | 6,708 | 0.17% | 4q | +1713.0%+$388.6K |
| HARBOUR INVESTMENTS, INC. | $386.9K | 6,310 | 0.01% | 21q | -3.0%-$12.1K |
| Baird Financial Group, Inc. | $371.0K | 6,050 | 0.00% | 24q | -4.6%-$18.0K |
| Mariner, LLC | $369.3K | 6,023 | 0.00% | 3q | +13.8%+$44.7K |
| Moss Adams Wealth Advisors LLC | $369.1K | 6,020 | 0.02% | new | NEW |
| CITIGROUP INC | $366.5K | 5,977 | 0.00% | 31q | -12.0%-$49.9K |
| CAMDEN NATIONAL BANK | $353.1K | 5,758 | 0.05% | 3q | HELD |
| United Asset Strategies, Inc. | $352.3K | 5,745 | 0.02% | 4q | +13.6%+$42.1K |
| MML INVESTORS SERVICES, LLC | $352.2K | 5,744 | 0.00% | 23q | -59.1%-$508.2K |
| CENTRAL VALLEY ADVISORS, LLC | $348.9K | 5,690 | 0.09% | 4q | -5.0%-$18.4K |
| Financial Partners Group, Inc | $347.3K | 5,665 | 0.04% | 4q | HELD |
| JPMORGAN CHASE & CO | $335.5K | 5,696 | 0.00% | 22q | +8.0%+$24.9K |
| Factor Wealth Management LTD | $334.7K | 5,458 | 0.05% | 2q | -8.3%-$30.5K |
| Valmark Advisers, Inc. | $331.9K | 5,412 | 0.00% | 2q | +18.0%+$50.6K |
| Sanctuary Advisors, LLC | $331.0K | 5,397 | 0.00% | 4q | HELD |
| EP Wealth Advisors, LLC | $320.9K | 5,233 | 0.00% | new | NEW |
| SVB WEALTH LLC | $313.0K | 5,104 | 0.02% | 4q | HELD |
| FIDUCIARY FINANCIAL ADVISORS | $312.4K | 5,096 | 0.03% | new | NEW |
| PFG Advisors | $305.6K | 4,984 | 0.02% | 9q | -12.3%-$42.8K |
| MAI Capital Management | $294.1K | 4,795 | 0.00% | 7q | -1.0%-$3.0K |
| BNP PARIBAS FINANCIAL MARKETS | $292.5K | 4,770 | 0.00% | 21q | -4.0%-$12.1K |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | $278.2K | 4,537 | 0.09% | 3q | HELD |
| Private Advisor Group, LLC | $269.2K | 4,389 | 0.00% | new | NEW |
| Glassman Wealth Services | $268.2K | 4,375 | 0.03% | new | NEW |
| Arbor Investment Advisors, LLC | $263.2K | 4,292 | 0.03% | 4q | -16.7%-$52.6K |
| Rockefeller Capital Management L.P. | $258.9K | 4,222 | 0.00% | 4q | -0.9%-$2.3K |
| BANK OF MONTREAL /CAN/ | $253.0K | 4,126 | 0.00% | 29q | +39.7%+$71.9K |
| Silver Grove Financial Group, Inc. | $246.4K | 4,019 | 0.13% | 3q | HELD |
| Snowden Capital Advisors LLC | $230.0K | 3,751 | 0.01% | new | NEW |
| BETO FINANCIAL GROUP, LLC | $224.5K | 4,381 | 0.12% | 3q | -3.7%-$8.6K |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | $221.7K | 3,616 | 0.00% | 23q | -38.5%-$138.6K |
| Calamos Wealth Management LLC | $220.8K | 3,600 | 0.01% | new | NEW |
| Paragon Private Wealth Management, LLC | $219.6K | 3,581 | 0.06% | new | NEW |
| Joel Isaacson & Co., LLC | $217.9K | 3,553 | 0.01% | new | NEW |
| Prospera Financial Services Inc | $214.5K | 3,493 | 0.00% | new | NEW |
| FIFTH THIRD BANCORP | $211.7K | 3,453 | 0.00% | 5q | -4.4%-$9.7K |
| PARSONS CAPITAL MANAGEMENT INC/RI | $202.4K | 3,300 | 0.01% | new | NEW |
| Farther Finance Advisors, LLC | $180.5K | 2,945 | 0.00% | 15q | -1.8%-$3.2K |
| FMR LLC | $169.6K | 2,766 | 0.00% | 25q | -10.2%-$19.3K |
| SBI Securities Co., Ltd. | $158.2K | 2,580 | 0.00% | 7q | -33.3%-$78.9K |
| JPL Wealth Management, LLC | $136.0K | 2,218 | 0.03% | 2q | HELD |
| MOTCO | $134.8K | 2,199 | 0.01% | 20q | HELD |
| Rossby Financial, LCC | $124.8K | 2,035 | 0.02% | 6q | +3.9%+$4.7K |
| AE Wealth Management LLC | $117.1K | 1,909 | 0.00% | 7q | -1.5%-$1.8K |
| BLAIR WILLIAM & CO/IL | $115.3K | 1,881 | 0.00% | 24q | HELD |
| TOTH FINANCIAL ADVISORY CORP | $111.6K | 1,820 | 0.01% | 23q | +38.8%+$31.2K |
Showing the largest 100 of 182 reported holders.
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.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 171 | $270.2M | 4,407,424 | 25 | 44 | 43 | 0.2% |
| Q1 2026 | 165 | $161.0M | 3,452,529 | 28 | 28 | 43 | 0.2% |
| Q4 2025 | 149 | $138.5M | 3,098,097 | 23 | 29 | 50 | 0.1% |
| Q3 2025 | 138 | $115.4M | 2,742,915 | 22 | 26 | 39 | 0.2% |
| Q2 2025 | 131 | $76.0M | 2,323,053 | 11 | 19 | 57 | 0.0% |
| Q1 2025 | 137 | $76.7M | 2,695,835 | 8 | 22 | 57 | 0.1% |
| Q4 2024 | 165 | $129.0M | 3,787,984 | 18 | 24 | 64 | 0.1% |
| Q3 2024 | 169 | $159.7M | 4,431,365 | 19 | 25 | 69 | 0.3% |
| Q2 2024 | 183 | $165.1M | 4,775,127 | 20 | 28 | 76 | 0.8% |
| Q1 2024 | 189 | $247.3M | 7,061,159 | 17 | 34 | 88 | 0.9% |
| Q4 2023 | 226 | $393.8M | 9,254,588 | 24 | 44 | 91 | 0.9% |
| Q3 2023 | 229 | $360.5M | 8,372,056 | 22 | 57 | 84 | 1.1% |
| Q2 2023 | 243 | $512.6M | 9,932,674 | 19 | 71 | 88 | 0.9% |
| Q1 2023 | 245 | $717.2M | 9,835,940 | 21 | 57 | 91 | 0.8% |
| Q4 2022 | 244 | $455.9M | 9,520,946 | 19 | 47 | 96 | 1.8% |
| Q3 2022 | 305 | $728.4M | 12,857,183 | 36 | 92 | 80 | 1.8% |
| Q2 2022 | 290 | $650.4M | 12,160,802 | 9 | 82 | 111 | 2.5% |
| Q1 2022 | 326 | $917.1M | 13,424,566 | 37 | 90 | 114 | 5.7% |
| Q4 2021 | 343 | $1.1B | 15,190,921 | 50 | 102 | 86 | 7.0% |
| Q3 2021 | 286 | $865.9M | 13,264,809 | 27 | 95 | 86 | 3.9% |
| Q2 2021 | 289 | $964.5M | 13,175,028 | 44 | 107 | 90 | 4.3% |
| Q1 2021 | 282 | $979.7M | 13,959,337 | 81 | 131 | 35 | 2.3% |
| Q4 2020 | 216 | $634.5M | 8,906,688 | 89 | 64 | 18 | 1.0% |
| Q3 2020 | 109 | $162.0M | 3,640,573 | 37 | 37 | 10 | 0.0% |
| Q2 2020 | 79 | $98.7M | 2,859,430 | 24 | 17 | 10 | 0.0% |
| Q1 2020 | 66 | $34.7M | 1,739,392 | 15 | 20 | 5 | 0.0% |
| Q4 2019 | 63 | $26.1M | 1,020,777 | 15 | 13 | 7 | 0.0% |
| Q3 2019 | 45 | $18.7M | 843,042 | 3 | 13 | 8 | 0.0% |
| Q2 2019 | 47 | $17.5M | 796,444 | 9 | 15 | 5 | 0.0% |
| Q1 2019 | 45 | $32.9M | 1,414,158 | 7 | 12 | 6 | 0.0% |
| Q4 2018 | 47 | $12.5M | 709,111 | 1 | 1 | 1 | 0.0% |