HolderBook

FIRST TR EXCHANGE-TRADED FD (RNEM)

Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.

18
Reporting holders
$12.4M
Reported value
0.0%
Held as options
+2
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
Tidemark, LLC$5.8M106,2071.31%11q+8.2%+$442.8K
LPL Financial LLC$2.2M39,6610.00%31q-35.3%-$1.2M
SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.6M29,3730.00%2q+46.6%+$511.7K
CITADEL ADVISORS LLC$891.0K16,2540.00%2q+12.0%+$95.4K
OLD MISSION CAPITAL LLC$597.3K10,8970.01%10q-28.4%-$237.1K
JANE STREET GROUP, LLC$412.4K7,5240.00%3q+69.6%+$169.2K
BANK OF AMERICA CORP /DE/$372.2K6,7900.00%newNEW
Cyndeo Wealth Partners, LLC$262.5K4,7880.01%13qHELD
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$113.2K2,0750.01%newNEW
OSAIC HOLDINGS, INC.$109.2K1,9920.00%26q+2.3%+$2.5K
LANARK FINANCIAL, INC.$55.9K1,0200.00%12q-6.3%-$3.8K
ROYAL BANK OF CANADA$15.0K2660.00%31q+6.8%
Global Retirement Partners, LLC$7.0K1280.00%16qHELD
HARBOUR INVESTMENTS, INC.$1.2K210.00%21qHELD
DHJJ Financial Advisors, Ltd.$823150.00%10qHELD
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$49390.00%7q-99.8%-$218.2K
MORGAN STANLEY$9810.00%7qHELD
WELLS FARGO & COMPANY/MN$5110.00%15qHELD

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 202618$12.4M227,0222640.0%
Q1 202616$12.2M225,8523250.0%
Q4 202516$13.2M237,6282440.0%
Q3 202515$13.1M241,5880440.0%
Q2 202516$12.7M230,5932460.0%
Q1 202515$14.2M277,0220730.0%
Q4 202421$11.8M238,5843460.0%
Q3 202419$12.8M232,7201740.0%
Q2 202423$11.5M218,22025100.0%
Q1 202422$10.5M202,5798460.0%
Q4 202317$28.1M544,0013450.0%
Q3 202315$25.8M536,2634620.0%
Q2 202313$18.0M370,7985330.0%
Q1 202311$4.4M98,7312340.0%
Q4 20229$3.7M87,6732510.0%
Q3 202212$5.2M131,5913420.0%
Q2 202211$6.0M139,1762320.0%
Q1 20229$4.3M88,7854030.0%
Q4 20219$6.3M129,8692430.0%
Q3 20218$3.6M75,8080520.0%
Q2 20219$3.6M71,4441510.0%
Q1 20219$3.4M68,3132410.0%
Q4 20207$3.8M81,8430310.0%
Q3 20207$1.8M43,7262230.0%
Q2 20205$2.9M69,8750310.0%
Q1 20208$2.2M58,9721220.0%
Q4 20199$4.2M79,9090430.0%
Q3 20198$4.7M95,1460230.0%
Q2 201910$12.1M231,7073410.0%
Q1 20199$4.5M87,2903300.0%
Q4 20188$2.5M52,9620000.0%