FIRST TR EXCHNG TRADED FD VI (QJUN)
Institutional ownership reported to the SEC as of Q2 2026, across 21 quarters.
107
Reporting holders
$189.1M
Reported value
0.0%
Held as options
+8
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 |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | $18.6M | 551,836 | 0.01% | 7q | +218.8%+$12.8M |
| TRUIST FINANCIAL CORP | $12.6M | 373,696 | 0.02% | 16q | -1.6%-$207.4K |
| LPL Financial LLC | $12.4M | 368,382 | 0.00% | 13q | +43.3%+$3.8M |
| Cetera Investment Advisers | $11.1M | 328,727 | 0.01% | 20q | +3.3%+$352.0K |
| Modern Wealth Management, LLC | $10.8M | 320,164 | 0.13% | 4q | -23.8%-$3.4M |
| OSAIC HOLDINGS, INC. | $10.5M | 311,268 | 0.01% | 21q | +3.8%+$380.7K |
| COMMONWEALTH EQUITY SERVICES, LLC | $10.3M | 303,425 | 0.01% | 21q | -4.9%-$531.3K |
| Kestra Advisory Services, LLC | $8.0M | 235,877 | 0.03% | 17q | -22.0%-$2.2M |
| Ferguson Shapiro LLC | $6.2M | 184,928 | 1.83% | 6q | -71.8%-$15.9M |
| Aptus Capital Advisors, LLC | $5.6M | 165,490 | 0.04% | 13q | -2.5%-$142.2K |
| Financial Guidance Group, Inc. | $5.5M | 163,225 | 2.06% | 17q | -2.7%-$152.3K |
| IFP Advisors, Inc | $4.8M | 140,654 | 0.09% | 18q | +1.1%+$50.0K |
| ENVESTNET ASSET MANAGEMENT INC | $4.2M | 124,976 | 0.00% | 13q | -9.9%-$464.1K |
| Steward Partners Investment Advisory, LLC | $3.5M | 104,551 | 0.02% | 17q | -1.9%-$68.5K |
| STEPHENS INC /AR/ | $3.2M | 95,969 | 0.04% | 13q | +0.9%+$29.7K |
| Sequent Planning LLC | $3.2M | 95,382 | 0.69% | 10q | -16.7%-$643.9K |
| SMART Wealth LLC | $2.7M | 80,056 | 0.58% | 9q | -35.3%-$1.5M |
| FWG Investments, LLC. | $2.6M | 75,801 | 1.35% | 9q | -4.9%-$131.9K |
| HARBOUR INVESTMENTS, INC. | $2.5M | 75,206 | 0.03% | 20q | -9.4%-$263.4K |
| HighTower Advisors, LLC | $2.5M | 75,177 | 0.00% | 13q | +14.0%+$312.8K |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | $2.5M | 73,586 | 0.33% | 7q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.4M | 72,018 | 0.00% | 2q | +27.7%+$527.4K |
| Keystone Wealth Services, LLC | $2.2M | 66,175 | 0.42% | 13q | +2.2%+$48.4K |
| Ameritas Advisory Services, LLC | $2.1M | 61,010 | 0.04% | new | NEW |
| First Heartland Consultants, Inc. | $2.0M | 59,395 | 0.13% | 16q | HELD |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / | $2.0M | 62,357 | 1.47% | new | NEW |
| Foundations Investment Advisors, LLC | $1.9M | 57,529 | 0.02% | 9q | -6.5%-$134.3K |
| MML INVESTORS SERVICES, LLC | $1.8M | 52,618 | 0.00% | 13q | +29.3%+$402.8K |
| Faithward Advisors, LLC | $1.4M | 40,127 | 0.17% | 8q | -16.6%-$269.5K |
| Ignite Planners, LLC | $1.3M | 37,450 | 0.17% | 13q | -4.1%-$53.7K |
| Avantra Family Wealth, Inc. | $1.1M | 32,581 | 0.70% | 7q | +1.3%+$14.3K |
| UPTICK PARTNERS, LLC | $1.1M | 31,599 | 0.17% | 8q | +7.3%+$72.6K |
| Ausdal Financial Partners, Inc. | $1.1M | 31,436 | 0.04% | 5q | +0.6%+$6.6K |
| Clear Creek Financial Management, LLC | $897.8K | 26,573 | 0.06% | 7q | -9.2%-$91.2K |
| Waverly Advisors, LLC | $879.3K | 26,026 | 0.01% | 3q | HELD |
| NewEdge Advisors, LLC | $765.1K | 22,646 | 0.00% | 13q | -8.9%-$74.3K |
| Rockefeller Capital Management L.P. | $747.8K | 22,133 | 0.00% | 17q | -8.7%-$71.3K |
| DHJJ Financial Advisors, Ltd. | $736.5K | 21,800 | 0.21% | 12q | +36.8%+$198.2K |
| Diversify Advisory Services, LLC | $734.7K | 22,839 | 0.01% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $734.7K | 22,839 | 0.01% | 2q | +19.5%+$119.7K |
| Grantvest Financial Group LLC | $728.5K | 21,563 | 0.42% | 7q | +37.5%+$198.8K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $722.0K | 21,525 | 0.00% | 12q | -71.3%-$1.8M |
| Prospera Financial Services Inc | $716.2K | 21,200 | 0.01% | 13q | +5.5%+$37.2K |
| Kovack Advisors, Inc. | $710.5K | 21,089 | 0.03% | 3q | +186.7%+$462.6K |
| SILVER OAK SECURITIES, INCORPORATED | $688.6K | 20,382 | 0.04% | 13q | -23.6%-$212.2K |
| RED CRANE WEALTH MANAGEMENT, LLC | $687.4K | 20,347 | 0.51% | new | NEW |
| Farther Finance Advisors, LLC | $686.1K | 20,311 | 0.01% | 5q | HELD |
| Csenge Advisory Group | $597.1K | 17,673 | 0.02% | new | NEW |
| CCG WEALTH MANAGEMENT, LLC | $572.7K | 16,950 | 0.13% | 2q | -9.8%-$62.2K |
| Main Street Financial Solutions, LLC | $560.6K | 16,594 | 0.04% | 17q | -15.9%-$106.0K |
| NOVEM GROUP | $557.5K | 16,500 | 0.06% | 7q | HELD |
| Mutual Advisors, LLC | $554.4K | 16,410 | 0.01% | 13q | HELD |
| Sloy Dahl & Holst, LLC | $519.6K | 15,378 | 0.06% | 18q | +2.0%+$10.2K |
| Prosperity Financial Group, Inc. | $501.3K | 14,837 | 0.16% | 12q | HELD |
| Valtinson Bruner Financial Planning LLC | $497.4K | 14,721 | 0.12% | 17q | -0.8%-$4.1K |
| Outlook Wealth Advisors, LLC | $488.3K | 14,454 | 0.11% | 13q | HELD |
| J.W. COLE ADVISORS, INC. | $439.4K | 13,006 | 0.01% | new | NEW |
| World Investment Advisors | $430.8K | 12,751 | 0.01% | 2q | -4.6%-$20.6K |
| Mariner, LLC | $428.4K | 12,680 | 0.00% | 13q | -24.9%-$142.2K |
| Diligent Investors, LLC | $405.4K | 11,999 | 0.09% | 9q | HELD |
| Snowden Capital Advisors LLC | $387.5K | 11,469 | 0.01% | 3q | -26.1%-$136.6K |
| BECK CAPITAL MANAGEMENT, LLC | $382.5K | 11,321 | 0.07% | new | NEW |
| StoneX Group Inc. | $376.3K | 11,150 | 0.02% | 9q | +6.2%+$21.9K |
| Chicago Partners Investment Group LLC | $369.3K | 11,374 | 0.01% | 13q | HELD |
| MONEY CONCEPTS CAPITAL CORP | $368.2K | 10,897 | 0.02% | new | NEW |
| WINNACLE WEALTH LLC | $351.9K | 10,415 | 0.24% | 4q | -2.0%-$7.1K |
| Spire Wealth Management | $328.1K | 9,712 | 0.01% | 12q | -9.1%-$33.0K |
| Pinnacle Wealth Planning Services, Inc. | $317.1K | 9,385 | 0.03% | 9q | HELD |
| Buck Wealth Strategies, LLC | $301.2K | 8,915 | 0.03% | 5q | HELD |
| CITIZENS FINANCIAL GROUP INC/RI | $300.3K | 8,889 | 0.00% | 5q | -43.9%-$235.4K |
| Arkadios Wealth Advisors | $298.4K | 8,833 | 0.00% | 3q | -2.1%-$6.5K |
| Redhawk Wealth Advisors, Inc. | $296.8K | 8,784 | 0.03% | 8q | HELD |
| LEGACY SOLUTIONS, LLC | $296.7K | 8,782 | 0.24% | 7q | HELD |
| Arax Advisory Partners | $284.9K | 8,432 | 0.00% | new | NEW |
| Concurrent Investment Advisors, LLC | $284.5K | 8,421 | 0.00% | 2q | -2.6%-$7.5K |
| OPPENHEIMER & CO INC | $276.6K | 8,188 | 0.00% | 5q | -17.2%-$57.4K |
| Legacy Wealth Managment, LLC/ID | $267.1K | 7,907 | 0.11% | 6q | HELD |
| RFG Advisory, LLC | $264.0K | 7,815 | 0.00% | 10q | HELD |
| Integrated Advisors Network LLC | $254.9K | 7,545 | 0.01% | 8q | HELD |
| HBW ADVISORY SERVICES LLC | $253.5K | 7,503 | 0.02% | 13q | +3.0%+$7.4K |
| Principle Wealth Partners LLC | $253.4K | 7,500 | 0.01% | 11q | HELD |
| INSIGNEO ADVISORY SERVICES, LLC | $245.0K | 7,251 | 0.01% | 5q | +6.5%+$15.0K |
| TRANSCEND CAPITAL ADVISORS, LLC | $203.7K | 6,030 | 0.01% | new | NEW |
| EP Wealth Advisors, LLC | $183.6K | 5,435 | 0.00% | new | NEW |
| FIDUCIARY FINANCIAL ADVISORS | $168.6K | 4,990 | 0.02% | new | NEW |
| Integrity Financial Corp /WA | $167.1K | 4,945 | 0.08% | 9q | HELD |
| Migdal Insurance & Financial Holdings Ltd. | $149.9K | 4,445 | 0.00% | 3q | -11.7%-$19.9K |
| AE Wealth Management LLC | $93.0K | 2,753 | 0.00% | 17q | +675.5%+$81.0K |
| Topsail Wealth Management, LLC | $92.9K | 2,750 | 0.01% | 7q | HELD |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $86.9K | 2,573 | 0.01% | 7q | HELD |
| Parallel Advisors, LLC | $76.0K | 2,250 | 0.00% | 2q | -10.0%-$8.4K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $73.6K | 2,200 | 0.00% | new | NEW |
| FIFTH THIRD BANCORP | $63.3K | 1,874 | 0.00% | new | NEW |
| AdvisorNet Financial, Inc | $49.0K | 1,450 | 0.00% | 16q | -17.1%-$10.1K |
| IFG Advisory, LLC | $40.2K | 1,191 | 0.00% | new | NEW |
| CoreCap Advisors, LLC | $22.9K | 679 | 0.00% | 10q | HELD |
| Benson Wealth Management INC | $17.2K | 510 | 0.02% | 3q | HELD |
| HOLLENCREST CAPITAL MANAGEMENT | $16.9K | 500 | 0.00% | 4q | -66.7%-$33.8K |
| MORGAN STANLEY | $15.0K | 444 | 0.00% | 11q | HELD |
| Noble Wealth Management PBC | $13.5K | 400 | 0.01% | 6q | HELD |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-07-22 | 13G/A | First Trust Portfolios L.P.with 2 co-filers | 57.3% |
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 | 107 | $189.1M | 5,604,342 | 18 | 24 | 37 | 0.0% |
| Q1 2026 | 99 | $179.3M | 5,733,074 | 10 | 12 | 45 | 0.0% |
| Q4 2025 | 98 | $200.5M | 6,295,249 | 8 | 11 | 47 | 0.0% |
| Q3 2025 | 99 | $257.2M | 8,277,621 | 11 | 26 | 34 | 0.0% |
| Q2 2025 | 98 | $268.4M | 9,075,919 | 16 | 24 | 34 | 0.0% |
| Q1 2025 | 93 | $143.0M | 5,405,516 | 5 | 16 | 43 | 0.0% |
| Q4 2024 | 103 | $181.4M | 6,469,123 | 12 | 17 | 41 | 0.0% |
| Q3 2024 | 95 | $190.0M | 7,039,960 | 20 | 36 | 21 | 0.0% |
| Q2 2024 | 81 | $155.0M | 5,867,817 | 19 | 18 | 30 | 0.0% |
| Q1 2024 | 71 | $131.0M | 5,136,682 | 9 | 10 | 34 | 0.0% |
| Q4 2023 | 77 | $158.2M | 6,566,773 | 11 | 16 | 30 | 0.0% |
| Q3 2023 | 70 | $203.1M | 9,283,556 | 19 | 35 | 5 | 0.0% |
| Q2 2023 | 57 | $129.6M | 5,837,576 | 28 | 10 | 12 | 0.0% |
| Q1 2023 | 36 | $50.0M | 2,454,957 | 3 | 9 | 15 | 0.0% |
| Q4 2022 | 34 | $47.6M | 2,690,079 | 5 | 12 | 10 | 0.0% |
| Q3 2022 | 41 | $72.1M | 4,098,685 | 16 | 15 | 6 | 0.0% |
| Q2 2022 | 27 | $43.8M | 2,435,484 | 13 | 8 | 2 | 0.0% |
| Q1 2022 | 18 | $11.8M | 566,572 | 3 | 4 | 6 | 0.0% |
| Q4 2021 | 18 | $12.7M | 595,665 | 1 | 6 | 4 | 0.0% |
| Q3 2021 | 17 | $12.7M | 620,697 | 10 | 6 | 1 | 0.0% |
| Q2 2021 | 9 | $7.6M | 374,931 | 9 | 0 | 0 | 0.0% |