HolderBook

FIRST TR EXCHNG TRADED FD VI (QMAG)

Institutional ownership reported to the SEC as of Q2 2026, across 9 quarters.

43
Reporting holders
$25.2M
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

FilerValueShares Their book Held Change
LexAurum Advisors, LLC$4.7M186,9130.55%2qHELD
RAYMOND JAMES FINANCIAL INC$2.4M94,5180.00%7q-45.3%-$2.0M
COMMONWEALTH EQUITY SERVICES, LLC$2.1M81,8820.00%8q-20.0%-$518.8K
Sequent Planning LLC$1.3M52,8390.29%8q-0.9%-$12.0K
Cetera Investment Advisers$1.1M44,2630.00%8q-26.6%-$406.0K
Frederick Financial Consultants, LLC$1.1M44,2200.48%4q+0.7%+$7.6K
Kestra Advisory Services, LLC$1.1M42,8800.00%8q-69.2%-$2.4M
CITADEL ADVISORS LLC$1.0M40,3690.00%7q+56.3%+$368.8K
SACKS & ASSOCIATES, LLC$893.0K35,0740.60%2q-74.2%-$2.6M
OLD MISSION CAPITAL LLC$804.2K31,7240.01%3q-15.1%-$142.9K
Ignite Planners, LLC$734.8K28,9870.10%7q-2.3%-$17.6K
Summit Financial, LLC$630.5K24,8700.01%newNEW
Grantvest Financial Group LLC$520.5K20,5320.30%4q-17.5%-$110.0K
ENVESTNET ASSET MANAGEMENT INC$512.2K20,2070.00%4q+8.5%+$40.1K
SUSQUEHANNA INTERNATIONAL GROUP, LLP$501.8K19,7950.00%2q-4.3%-$22.6K
UPTICK PARTNERS, LLC$481.0K18,9760.07%4q-2.3%-$11.2K
Apollon Wealth Management, LLC$418.1K16,4940.01%8qHELD
Synergy Asset Management, LLC$398.1K15,7030.04%7qHELD
Ameritas Advisory Services, LLC$375.5K14,8130.01%newNEW
Mission Financial Group, LLC$364.1K14,3620.30%3qHELD
TRUIST FINANCIAL CORP$362.9K14,3160.00%8q-15.2%-$64.9K
LPL Financial LLC$355.8K14,0370.00%4q+4.9%+$16.6K
Diligent Investors, LLC$321.5K12,6830.07%4q-4.0%-$13.3K
MML INVESTORS SERVICES, LLC$307.3K12,1210.00%2q+14.6%+$39.0K
MONEY CONCEPTS CAPITAL CORP$275.0K10,8500.01%newNEW
INTEGRITY ALLIANCE, LLC.$253.0K9,9820.01%3qHELD
INDEPENDENT FINANCIAL GROUP, LLC$245.4K9,6790.00%4qHELD
GREAT VALLEY ADVISOR GROUP, INC.$242.0K9,5350.00%4qHELD
Savvy Advisors, Inc.$233.9K9,2270.00%3qHELD
HARBOUR INVESTMENTS, INC.$186.7K7,3650.00%8qHELD
Topsail Wealth Management, LLC$165.5K6,5300.02%7qHELD
Steward Partners Investment Advisory, LLC$145.7K5,7470.00%8qHELD
IFP Advisors, Inc$129.6K5,1120.00%4q+10.2%+$12.0K
OSAIC HOLDINGS, INC.$108.3K4,2730.00%6q+80.4%+$48.3K
DHJJ Financial Advisors, Ltd.$98.5K3,8850.03%8q-9.3%-$10.1K
Farther Finance Advisors, LLC$76.0K3,0000.00%newNEW
Noble Wealth Management PBC$46.9K1,8500.02%6q-9.8%-$5.1K
Benson Wealth Management INC$20.9K8240.02%3qHELD
CREATIVE FINANCIAL DESIGNS INC /ADV$14.8K5830.00%4q-78.7%-$54.8K
FIDUCIARY FINANCIAL ADVISORS$11.4K4500.00%newNEW
Capital Investment Advisory Services, LLC$11.2K4400.00%4qHELD
MORGAN STANLEY$3.1K1240.00%3qHELD
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$2.5K980.00%3qHELD
Cambridge Investment Research Advisors, Inc.$59623,5140.00%4q-7.4%
HRT FINANCIAL LP$29511,6610.00%newNEW
CENTAURUS FINANCIAL, INC.$1184,6660.00%4qHELD
Capital Analysts, LLC$632,4740.00%6qHELD

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 →

FiledFormFiler % of class
2026-07-3013GFirst Trust Portfolios L.P.with 2 co-filers6.6%

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 202643$25.2M992,13257160.0%
Q1 202644$32.2M1,390,02447200.0%
Q4 202544$26.8M1,133,16296130.0%
Q3 202538$29.5M1,272,815201330.0%
Q2 202519$9.6M431,6631470.0%
Q1 202523$14.0M689,8333380.0%
Q4 202421$21.7M1,037,4025550.0%
Q3 202421$74.2M3,653,75621000.0%
Q4 20211$339.8K14,3620000.0%