FIRST TR EXCHNG TRADED FD VI (QMAR)
Institutional ownership reported to the SEC as of Q2 2026, across 22 quarters.
93
Reporting holders
$124.8M
Reported value
0.0%
Held as options
+7
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 | $12.8M | 343,658 | 0.01% | 18q | +1.6%+$198.5K |
| COMMONWEALTH EQUITY SERVICES, LLC | $9.4M | 252,209 | 0.01% | 21q | -32.9%-$4.6M |
| LPL Financial LLC | $7.6M | 204,385 | 0.00% | 13q | -1.8%-$143.1K |
| RAYMOND JAMES FINANCIAL INC | $7.3M | 196,883 | 0.00% | 7q | -56.1%-$9.4M |
| Onyx Bridge Wealth Group LLC | $5.0M | 133,301 | 0.45% | 5q | -5.6%-$295.7K |
| Sequent Planning LLC | $4.9M | 130,620 | 1.04% | 10q | -7.2%-$375.0K |
| TRUIST FINANCIAL CORP | $4.7M | 127,028 | 0.01% | 13q | -6.6%-$336.2K |
| OSAIC HOLDINGS, INC. | $4.3M | 114,457 | 0.01% | 22q | +12.9%+$487.0K |
| ODonnell Financial Services, LLC | $4.2M | 111,899 | 1.23% | 13q | -17.2%-$863.7K |
| ENVESTNET ASSET MANAGEMENT INC | $3.7M | 100,100 | 0.00% | 14q | -21.3%-$1.0M |
| Modern Wealth Management, LLC | $3.6M | 97,520 | 0.04% | 5q | +1325.7%+$3.4M |
| Sloy Dahl & Holst, LLC | $3.0M | 80,095 | 0.37% | 22q | HELD |
| Rockefeller Capital Management L.P. | $2.8M | 75,000 | 0.00% | 18q | -0.7%-$18.6K |
| Kestra Advisory Services, LLC | $2.7M | 71,938 | 0.01% | 18q | -45.8%-$2.3M |
| SMART Wealth LLC | $2.5M | 66,415 | 0.53% | 10q | +17.7%+$372.0K |
| SILVER OAK SECURITIES, INCORPORATED | $2.2M | 58,694 | 0.13% | 5q | +275.9%+$1.6M |
| Steward Partners Investment Advisory, LLC | $1.9M | 50,737 | 0.01% | 18q | -0.9%-$18.0K |
| Faithward Advisors, LLC | $1.9M | 49,937 | 0.23% | 6q | +48.9%+$610.4K |
| HARBOUR INVESTMENTS, INC. | $1.7M | 46,355 | 0.02% | 21q | +4.2%+$70.1K |
| MML INVESTORS SERVICES, LLC | $1.6M | 44,025 | 0.00% | 14q | +237.8%+$1.2M |
| Keystone Wealth Services, LLC | $1.5M | 40,485 | 0.28% | 2q | +15.9%+$206.7K |
| FWG Investments, LLC. | $1.5M | 40,317 | 0.79% | 10q | +5.4%+$77.5K |
| 1776 Wealth LLC | $1.5M | 40,075 | 0.53% | 13q | -1.6%-$25.0K |
| Clear Creek Financial Management, LLC | $1.5M | 39,592 | 0.09% | 9q | +18.4%+$229.0K |
| Main Street Financial Solutions, LLC | $1.4M | 38,770 | 0.09% | 22q | HELD |
| NewEdge Advisors, LLC | $1.3M | 35,618 | 0.00% | 15q | +1.0%+$12.5K |
| Ameritas Advisory Services, LLC | $1.3M | 33,690 | 0.03% | new | NEW |
| Synergy Asset Management, LLC | $1.2M | 32,060 | 0.11% | 7q | -22.5%-$346.9K |
| CITIZENS FINANCIAL GROUP INC/RI | $1.2M | 31,805 | 0.01% | 5q | +97.3%+$584.0K |
| Regal Investment Advisors LLC | $1.1M | 30,200 | 0.06% | 11q | HELD |
| CITADEL ADVISORS LLC | $1.1M | 30,072 | 0.00% | new | NEW |
| Kovack Advisors, Inc. | $1.1M | 29,522 | 0.05% | new | NEW |
| Harvest Investment Services, LLC | $1.1M | 28,544 | 0.16% | new | NEW |
| RiverTree Advisors, LLC | $973.3K | 26,140 | 0.57% | 13q | HELD |
| FORTRESS PRIVATE LEDGER, LLC | $936.5K | 25,150 | 0.25% | 7q | -3.6%-$35.0K |
| DHJJ Financial Advisors, Ltd. | $890.5K | 23,916 | 0.26% | 14q | -1.0%-$8.8K |
| NOVEM GROUP | $818.2K | 21,973 | 0.08% | 7q | +2.3%+$18.6K |
| Mariner, LLC | $792.0K | 21,271 | 0.00% | 17q | -18.5%-$180.0K |
| Arkadios Wealth Advisors | $775.3K | 20,822 | 0.01% | 12q | -2.2%-$17.6K |
| INSIGNEO ADVISORY SERVICES, LLC | $699.3K | 18,782 | 0.03% | 9q | -35.2%-$379.8K |
| Outlook Wealth Advisors, LLC | $691.6K | 18,575 | 0.15% | 10q | -3.3%-$23.7K |
| OLD MISSION CAPITAL LLC | $669.3K | 17,974 | 0.01% | 5q | -27.6%-$255.7K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $635.4K | 17,065 | 0.00% | 2q | -32.3%-$303.2K |
| Prasad Wealth Partners, LLC | $612.0K | 16,436 | 0.15% | 7q | +0.7%+$4.4K |
| 1ST SOURCE BANK | $604.0K | 16,222 | 0.03% | 18q | -9.9%-$66.2K |
| UPTICK PARTNERS, LLC | $582.9K | 15,655 | 0.09% | 8q | +16.7%+$83.4K |
| Ignite Planners, LLC | $577.1K | 15,500 | 0.08% | 9q | +1.7%+$9.5K |
| StoneX Group Inc. | $548.7K | 14,735 | 0.02% | 9q | -11.2%-$69.4K |
| Cresset Asset Management, LLC | $514.4K | 13,815 | 0.00% | 10q | -3.2%-$16.8K |
| Mutual Advisors, LLC | $495.5K | 13,306 | 0.01% | 10q | +4.1%+$19.3K |
| Grantvest Financial Group LLC | $429.4K | 11,533 | 0.25% | 7q | +10.4%+$40.6K |
| Spire Wealth Management | $426.7K | 11,459 | 0.01% | 10q | -5.3%-$23.7K |
| Parallel Advisors, LLC | $418.9K | 11,250 | 0.01% | 2q | HELD |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $415.0K | 11,146 | 0.00% | 13q | -12.8%-$61.1K |
| BECK CAPITAL MANAGEMENT, LLC | $399.8K | 10,738 | 0.07% | new | NEW |
| WINNACLE WEALTH LLC | $367.1K | 9,859 | 0.25% | 4q | -2.4%-$9.2K |
| HighTower Advisors, LLC | $367.1K | 9,858 | 0.00% | new | NEW |
| OneDigital Investment Advisors LLC | $341.6K | 9,173 | 0.00% | 5q | HELD |
| Center for Financial Planning, Inc. | $334.6K | 8,985 | 0.03% | 6q | HELD |
| Vestmark Advisory Solutions, Inc. | $330.6K | 8,880 | 0.00% | 3q | HELD |
| ELEVATION POINT WEALTH PARTNERS, LLC | $330.6K | 8,880 | 0.01% | 4q | HELD |
| STEPHENS INC /AR/ | $319.2K | 8,573 | 0.00% | 10q | +10.5%+$30.4K |
| Aptus Capital Advisors, LLC | $309.5K | 8,311 | 0.00% | 2q | HELD |
| Brookstone Capital Management | $289.7K | 7,781 | 0.00% | 8q | HELD |
| Chris Bulman Inc | $289.7K | 7,781 | 0.11% | 7q | HELD |
| Sanctuary Advisors, LLC | $289.6K | 7,777 | 0.00% | 6q | HELD |
| LANARK FINANCIAL, INC. | $285.9K | 7,677 | 0.02% | 9q | +2.8%+$7.7K |
| Madrona Financial Services, LLC | $232.7K | 6,250 | 0.04% | 4q | HELD |
| CHOREO, LLC | $211.6K | 5,683 | 0.00% | 2q | -18.8%-$49.0K |
| Arax Advisory Partners | $206.5K | 5,546 | 0.00% | new | NEW |
| PFG Investments, LLC | $205.9K | 5,529 | 0.01% | new | NEW |
| First Heartland Consultants, Inc. | $205.7K | 5,525 | 0.01% | new | NEW |
| Integrated Wealth Concepts LLC | $195.2K | 5,245 | 0.00% | new | NEW |
| FIDUCIARY FINANCIAL ADVISORS | $194.9K | 5,236 | 0.02% | new | NEW |
| IFP Advisors, Inc | $151.2K | 4,060 | 0.00% | 18q | -24.7%-$49.7K |
| Integrity Financial Corp /WA | $146.4K | 3,932 | 0.07% | 10q | -33.8%-$74.8K |
| Buck Wealth Strategies, LLC | $101.1K | 2,715 | 0.01% | new | NEW |
| Benson Wealth Management INC | $97.7K | 2,625 | 0.10% | 3q | HELD |
| Noble Wealth Management PBC | $93.1K | 2,500 | 0.04% | 6q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $90.3K | 2,424 | 0.00% | new | NEW |
| ROYAL BANK OF CANADA | $89.0K | 2,400 | 0.00% | 4q | -52.0%-$96.4K |
| AMERIFLEX GROUP, INC. | $85.6K | 2,300 | 0.03% | new | NEW |
| Capital Investment Advisory Services, LLC | $82.7K | 2,222 | 0.01% | 3q | +111000.0%+$82.7K |
| MORGAN STANLEY | $59.1K | 1,587 | 0.00% | 8q | HELD |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $37.9K | 1,018 | 0.00% | 5q | +64.7%+$14.9K |
| Topsail Wealth Management, LLC | $29.8K | 800 | 0.00% | 7q | HELD |
| Allworth Financial LP | $28.0K | 752 | 0.00% | 5q | HELD |
| CoreCap Advisors, LLC | $23.6K | 634 | 0.00% | 10q | -3.4% |
| JONES FINANCIAL COMPANIES LLLP | $18.4K | 500 | 0.00% | 2q | HELD |
| AE Wealth Management LLC | $8.3K | 223 | 0.00% | 7q | +3085.7%+$8.0K |
| Cambridge Investment Research Advisors, Inc. | $5.2K | 138,889 | 0.01% | 21q | HELD |
| SOA Wealth Advisors, LLC. | $3.4K | 92 | 0.00% | 17q | -62.1%-$5.6K |
| Janney Montgomery Scott LLC | $1.1K | 28,261 | 0.00% | new | NEW |
| PARK AVENUE SECURITIES LLC | $504 | 13,531 | 0.00% | new | NEW |
| CENTAURUS FINANCIAL, INC. | $280 | 7,532 | 0.01% | 6q | -9.5% |
| Capital Analysts, LLC | $258 | 6,941 | 0.01% | 13q | HELD |
| Pinnacle Wealth Planning Services, Inc. | $149 | 4 | 0.00% | 3q | -88.2%-$1.1K |
| Smartleaf Asset Management LLC | $37 | 1 | 0.00% | 3q | 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 |
|---|---|---|---|
| 2026-07-27 | 13G/A | First Trust Portfolios L.P.with 2 co-filers | 66.4% |
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 | 93 | $124.8M | 3,352,807 | 14 | 24 | 34 | 0.0% |
| Q1 2026 | 86 | $118.8M | 3,532,831 | 11 | 16 | 35 | 0.0% |
| Q4 2025 | 82 | $114.3M | 3,462,827 | 5 | 9 | 36 | 0.0% |
| Q3 2025 | 84 | $111.7M | 3,477,296 | 7 | 15 | 36 | 0.0% |
| Q2 2025 | 84 | $125.2M | 4,042,210 | 13 | 22 | 31 | 0.0% |
| Q1 2025 | 79 | $111.1M | 3,927,017 | 7 | 19 | 40 | 0.0% |
| Q4 2024 | 86 | $115.6M | 3,887,932 | 9 | 10 | 37 | 0.0% |
| Q3 2024 | 76 | $130.8M | 4,568,170 | 8 | 13 | 36 | 0.0% |
| Q2 2024 | 76 | $146.3M | 5,646,982 | 19 | 36 | 12 | 0.0% |
| Q1 2024 | 67 | $184.0M | 6,942,421 | 25 | 17 | 17 | 0.0% |
| Q4 2023 | 48 | $66.3M | 2,584,200 | 5 | 7 | 24 | 0.0% |
| Q3 2023 | 48 | $104.5M | 4,347,249 | 5 | 9 | 18 | 0.0% |
| Q2 2023 | 52 | $134.3M | 5,602,472 | 20 | 18 | 7 | 0.0% |
| Q1 2023 | 33 | $41.8M | 1,885,460 | 11 | 11 | 5 | 0.0% |
| Q4 2022 | 27 | $19.9M | 1,051,400 | 2 | 4 | 11 | 0.0% |
| Q3 2022 | 35 | $30.1M | 1,595,541 | 5 | 9 | 10 | 0.0% |
| Q2 2022 | 33 | $33.2M | 1,727,969 | 11 | 12 | 6 | 0.0% |
| Q1 2022 | 23 | $26.7M | 1,180,871 | 13 | 7 | 2 | 0.0% |
| Q4 2021 | 14 | $12.4M | 547,165 | 1 | 4 | 3 | 0.0% |
| Q3 2021 | 14 | $12.0M | 549,226 | 4 | 5 | 1 | 0.0% |
| Q2 2021 | 10 | $8.1M | 373,994 | 4 | 3 | 1 | 0.0% |
| Q1 2021 | 8 | $8.0M | 396,535 | 7 | 0 | 0 | 0.0% |