HolderBook

FIRST TR EXCHNG TRADED FD VI (QMFE)

Institutional ownership reported to the SEC as of Q2 2026, across 6 quarters.

29
Reporting holders
$28.1M
Reported value
0.0%
Held as options
-5
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
LPL Financial LLC$7.4M306,1270.00%2q+393.2%+$5.9M
VestGen Advisors, LLC$3.7M151,3880.11%3qHELD
Cetera Investment Advisers$3.2M131,5680.00%6q+16.3%+$447.9K
HighTower Advisors, LLC$2.0M82,4200.00%2q-1.0%-$20.2K
RAYMOND JAMES FINANCIAL INC$1.7M68,0910.00%6q-36.0%-$931.9K
COMMONWEALTH EQUITY SERVICES, LLC$1.4M56,6500.00%6q-9.5%-$145.2K
SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.2M48,9520.00%6q+4.1%+$46.3K
Kestra Advisory Services, LLC$849.7K34,9820.00%6q+11.6%+$88.2K
UPTICK PARTNERS, LLC$793.4K32,6640.12%2q+65.7%+$314.7K
OPPENHEIMER & CO INC$783.6K32,2590.01%6q-10.8%-$94.6K
HARBOUR INVESTMENTS, INC.$711.3K29,2820.01%6qHELD
Private Advisor Group, LLC$653.4K26,9000.00%2q+22.4%+$119.6K
Waverly Advisors, LLC$558.7K23,0000.00%3qHELD
Harvest Investment Services, LLC$531.6K21,8830.08%newNEW
StoneX Group Inc.$376.5K15,5000.02%2q-9.9%-$41.3K
OLD MISSION CAPITAL LLC$357.7K14,7270.01%newNEW
Comprehensive Financial Consultants Institutional, Inc.$306.9K12,6360.08%6q+12.0%+$32.8K
NewEdge Advisors, LLC$259.7K10,6900.00%6q-44.3%-$206.5K
Diligent Investors, LLC$257.5K10,6000.06%2q+10.4%+$24.3K
ENVESTNET ASSET MANAGEMENT INC$255.2K10,5080.00%2q+15.2%+$33.7K
Savvy Advisors, Inc.$244.0K10,0470.01%3q-15.1%-$43.3K
MGO ONE SEVEN LLC$235.0K9,6760.00%5q-0.5%-$1.2K
SCOTIA CAPITAL INC.$220.8K9,0910.00%6q-21.7%-$61.3K
OSAIC HOLDINGS, INC.$38.9K1,6000.00%6q+1500.0%+$36.4K
DHJJ Financial Advisors, Ltd.$31.9K1,3130.01%6qHELD
Topsail Wealth Management, LLC$29.1K1,2000.00%2qHELD
FIDUCIARY FINANCIAL ADVISORS$24.3K1,0000.00%newNEW
Steward Partners Investment Advisory, LLC$3.6K1500.00%6q-54.1%-$4.3K
CREATIVE FINANCIAL DESIGNS INC /ADV$2.4K1000.00%2qHELD
Cambridge Investment Research Advisors, Inc.$88236,3120.00%6q-15.3%

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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202629$28.1M1,155,004310100.0%
Q1 202634$22.4M995,965151160.0%
Q4 202526$14.6M657,21452120.0%
Q3 202524$25.2M1,163,93442100.0%
Q2 202526$34.1M1,647,0559760.0%
Q1 202519$25.4M1,344,85019000.0%