FIRST TR EXCHNG TRADED FD VI (QCOC)
Institutional ownership reported to the SEC as of Q2 2026, across 7 quarters.
47
Reporting holders
$40.2M
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
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Cetera Investment Advisers | $5.4M | 226,681 | 0.00% | 7q | -3.9%-$219.3K |
| SAGESPRING WEALTH PARTNERS, LLC | $5.3M | 222,976 | 0.08% | 3q | -4.6%-$256.4K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $4.6M | 191,187 | 0.00% | 7q | +289.1%+$3.4M |
| Sequent Planning LLC | $3.6M | 150,702 | 0.77% | 7q | -57.0%-$4.8M |
| LPL Financial LLC | $2.9M | 119,333 | 0.00% | 4q | -5.5%-$164.8K |
| RAYMOND JAMES FINANCIAL INC | $1.7M | 69,656 | 0.00% | 7q | -2.5%-$42.7K |
| Maia Wealth LLC | $1.5M | 64,744 | 0.23% | 3q | -1.1%-$18.0K |
| First Heartland Consultants, Inc. | $1.5M | 62,151 | 0.10% | 3q | +50.2%+$496.6K |
| TRUIST FINANCIAL CORP | $1.4M | 58,779 | 0.00% | 7q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.2M | 48,470 | 0.00% | 7q | -5.9%-$72.9K |
| Kestra Advisory Services, LLC | $1.0M | 42,599 | 0.00% | 7q | -53.0%-$1.2M |
| Sigma Planning Corp | $944.6K | 39,494 | 0.02% | 3q | -6.3%-$63.1K |
| Falcon Wealth Planning | $905.1K | 37,840 | 0.06% | 3q | HELD |
| OLD MISSION CAPITAL LLC | $861.5K | 36,017 | 0.01% | 4q | +14.3%+$107.9K |
| Ignite Planners, LLC | $683.9K | 28,595 | 0.09% | 7q | HELD |
| INSIGNEO ADVISORY SERVICES, LLC | $618.1K | 25,841 | 0.02% | 7q | HELD |
| Beacon Pointe Advisors, LLC | $580.6K | 24,275 | 0.00% | 2q | -3.3%-$20.1K |
| ENVESTNET ASSET MANAGEMENT INC | $485.9K | 20,317 | 0.00% | 5q | +9.1%+$40.6K |
| Comprehensive Financial Consultants Institutional, Inc. | $441.3K | 18,452 | 0.12% | 7q | HELD |
| WEALTHGARDEN F.S. LLC | $410.2K | 17,149 | 0.23% | 3q | HELD |
| Triumph Capital Management | $348.8K | 14,583 | 0.06% | 3q | +15.3%+$46.2K |
| Diligent Investors, LLC | $324.0K | 13,545 | 0.07% | 7q | HELD |
| Integrity Financial Corp /WA | $315.3K | 13,182 | 0.15% | 3q | HELD |
| MGO ONE SEVEN LLC | $301.4K | 12,600 | 0.00% | 5q | HELD |
| Prosperity Financial Group, Inc. | $283.2K | 11,842 | 0.09% | 3q | -94.5%-$4.9M |
| MONEY CONCEPTS CAPITAL CORP | $282.2K | 11,797 | 0.01% | new | NEW |
| StoneX Group Inc. | $281.8K | 11,794 | 0.01% | 3q | -2.1%-$6.0K |
| HARBOUR INVESTMENTS, INC. | $267.1K | 11,168 | 0.00% | 7q | -33.3%-$133.4K |
| Larson Financial Group LLC | $258.1K | 10,789 | 0.01% | 7q | HELD |
| Summit Financial, LLC | $242.8K | 10,150 | 0.00% | new | NEW |
| Strategic Blueprint, LLC | $228.4K | 9,551 | 0.01% | 3q | HELD |
| Kovack Advisors, Inc. | $207.6K | 8,693 | 0.01% | new | NEW |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | $202.2K | 8,455 | 0.03% | 3q | -35.8%-$112.8K |
| Signature Equity Partners, LLC | $155.5K | 6,500 | 0.07% | 3q | HELD |
| Steward Partners Investment Advisory, LLC | $140.5K | 5,875 | 0.00% | 4q | HELD |
| Regatta Research & Money Management | $82.2K | 3,436 | 0.08% | new | FIRST |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $50.9K | 2,129 | 0.00% | 7q | -34.8%-$27.2K |
| Topsail Wealth Management, LLC | $35.9K | 1,500 | 0.00% | 7q | HELD |
| OSAIC HOLDINGS, INC. | $30.8K | 1,289 | 0.00% | 6q | -56.9%-$40.7K |
| DHJJ Financial Advisors, Ltd. | $27.9K | 1,167 | 0.01% | 6q | HELD |
| Capital Investment Advisory Services, LLC | $24.9K | 1,040 | 0.00% | 3q | HELD |
| CoreCap Advisors, LLC | $23.9K | 1,000 | 0.00% | 3q | HELD |
| Aptus Capital Advisors, LLC | $22.7K | 950 | 0.00% | 6q | HELD |
| Noble Wealth Management PBC | $16.4K | 686 | 0.01% | 6q | HELD |
| IFP Advisors, Inc | $12.7K | 529 | 0.00% | 5q | HELD |
| ROYAL BANK OF CANADA | $11.0K | 446 | 0.00% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $725 | 30,300 | 0.00% | 5q | -14.1% |
| Capital Analysts, LLC | $687 | 28,740 | 0.02% | 7q | HELD |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | $302 | 12,643 | 0.07% | 7q | HELD |
| JPMORGAN CHASE & CO | $48 | 2 | 0.00% | 2q | +100.0% |
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 | 47 | $40.2M | 1,679,956 | 4 | 6 | 16 | 0.0% |
| Q1 2026 | 48 | $45.6M | 2,072,112 | 5 | 8 | 15 | 0.0% |
| Q4 2025 | 42 | $52.5M | 2,340,852 | 15 | 17 | 3 | 0.0% |
| Q3 2025 | 27 | $17.9M | 814,636 | 5 | 3 | 8 | 0.0% |
| Q2 2025 | 23 | $19.2M | 902,687 | 5 | 4 | 5 | 0.0% |
| Q1 2025 | 23 | $17.9M | 910,378 | 4 | 8 | 6 | 0.0% |
| Q4 2024 | 25 | $21.7M | 1,073,929 | 20 | 0 | 0 | 0.0% |