HolderBook

FIRST TR EXCHNG TRADED FD VI (QMNV)

Institutional ownership reported to the SEC as of Q2 2026, across 7 quarters.

36
Reporting holders
$33.7M
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
MML INVESTORS SERVICES, LLC$10.4M414,9590.02%7q+497.1%+$8.7M
LPL Financial LLC$6.1M243,9210.00%3q+162.9%+$3.8M
COMMONWEALTH EQUITY SERVICES, LLC$2.3M93,1080.00%7q-11.7%-$310.1K
Cetera Investment Advisers$2.3M92,9380.00%7q-32.5%-$1.1M
HighTower Advisors, LLC$1.2M47,2230.00%7qHELD
Diligent Investors, LLC$1.1M44,4160.25%7qHELD
RAYMOND JAMES FINANCIAL INC$1.1M42,5250.00%7q-58.0%-$1.5M
Sequent Planning LLC$1.0M41,8360.22%7qHELD
ENVESTNET ASSET MANAGEMENT INC$844.8K33,6710.00%3q+10.9%+$82.9K
OLD MISSION CAPITAL LLC$705.2K28,1060.01%2q-38.9%-$448.1K
Comprehensive Financial Consultants Institutional, Inc.$697.9K27,8170.18%3q-3.5%-$25.2K
Kestra Advisory Services, LLC$624.4K24,8880.00%3q-38.7%-$393.8K
OSAIC HOLDINGS, INC.$564.8K22,5130.00%7q+298.5%+$423.1K
NORTHEAST PLANNING ASSOCIATES, INC. / NH /$398.8K17,8200.30%3q-84.8%-$2.2M
UPTICK PARTNERS, LLC$380.4K15,1630.06%3q+53.7%+$132.9K
Private Advisor Group, LLC$343.7K13,7000.00%3qHELD
SUSQUEHANNA INTERNATIONAL GROUP, LLP$315.8K12,5880.00%newNEW
Foundations Investment Advisors, LLC$310.9K12,3900.00%6q-4.8%-$15.7K
Grantvest Financial Group LLC$292.2K11,6480.17%4q-0.5%-$1.5K
Mariner, LLC$279.4K11,1350.00%7qHELD
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$250.3K10,0000.01%3qHELD
JANE STREET GROUP, LLC$229.7K9,1550.00%newNEW
Ignite Planners, LLC$229.7K9,1540.03%3qHELD
StoneX Group Inc.$225.8K9,0000.01%3q-16.2%-$43.7K
INSIGNEO ADVISORY SERVICES, LLC$221.2K8,8160.01%3qHELD
MGO ONE SEVEN LLC$216.7K8,6360.00%3q-3.8%-$8.6K
GREAT VALLEY ADVISOR GROUP, INC.$206.0K8,2220.00%newNEW
HARBOUR INVESTMENTS, INC.$202.5K8,0700.00%6qHELD
IFP Advisors, Inc$197.1K7,8570.00%7q-50.0%-$197.1K
Regatta Research & Money Management$179.8K7,1660.17%newFIRST
LANARK FINANCIAL, INC.$61.4K2,4470.00%6q-1.7%-$1.1K
DHJJ Financial Advisors, Ltd.$39.8K1,5850.01%7qHELD
CREATIVE FINANCIAL DESIGNS INC /ADV$37.8K1,5050.00%7qHELD
Triumph Capital Management$26.3K1,0500.00%3qHELD
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$12.5K4980.00%3qHELD
Allworth Financial LP$5.5K2210.00%3qHELD
Cambridge Investment Research Advisors, Inc.$82833,0010.00%7q-8.3%
Capital Analysts, LLC$251,0000.00%7qHELD

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 202636$33.7M1,345,74735130.0%
Q1 202637$25.4M1,113,22721080.0%
Q4 202537$31.7M1,355,577161250.0%
Q3 202523$9.7M433,6823680.0%
Q2 202521$10.6M496,5552560.0%
Q1 202525$16.9M864,4057930.0%
Q4 202420$7.9M392,35518000.0%