FIRST TR EXCHNG TRADED FD VI (RSDE)
Institutional ownership reported to the SEC as of Q2 2026, across 7 quarters.
27
Reporting holders
$59.2M
Reported value
0.0%
Held as options
+4
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 |
|---|---|---|---|---|---|
| HOLLENCREST CAPITAL MANAGEMENT | $38.5M | 1,639,997 | 2.51% | 3q | -33.6%-$19.5M |
| Maia Wealth LLC | $3.0M | 129,000 | 0.45% | new | NEW |
| Farther Finance Advisors, LLC | $2.4M | 104,151 | 0.02% | new | NEW |
| Cetera Investment Advisers | $2.4M | 102,285 | 0.00% | 7q | +1.0%+$23.4K |
| FIDUCIARY FINANCIAL ADVISORS | $1.8M | 75,580 | 0.18% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $1.4M | 58,536 | 0.00% | 2q | +3.2%+$42.3K |
| OSAIC HOLDINGS, INC. | $1.4M | 58,281 | 0.00% | 2q | +109.6%+$715.6K |
| Diligent Investors, LLC | $1.3M | 56,340 | 0.29% | 3q | HELD |
| OLD MISSION CAPITAL LLC | $977.4K | 41,616 | 0.02% | 3q | -13.7%-$155.4K |
| Maltin Wealth Management, Inc. | $821.2K | 34,968 | 0.27% | 3q | +42.4%+$244.6K |
| Brookstone Capital Management | $793.3K | 33,776 | 0.01% | 6q | +9.3%+$67.2K |
| NOVEM GROUP | $573.9K | 24,436 | 0.06% | 2q | -6.4%-$39.3K |
| Sigma Planning Corp | $537.0K | 22,866 | 0.01% | 6q | -6.5%-$37.3K |
| Clearstead Advisors, LLC | $526.3K | 22,410 | 0.00% | 2q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $487.9K | 20,775 | 0.00% | 6q | -13.4%-$75.5K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $433.9K | 18,476 | 0.00% | 4q | -22.5%-$126.2K |
| SILVER OAK SECURITIES, INCORPORATED | $317.8K | 13,533 | 0.02% | 4q | HELD |
| Kingsview Wealth Management, LLC | $308.8K | 13,147 | 0.00% | 6q | +2.3%+$7.0K |
| Envestnet Portfolio Solutions, Inc. | $303.4K | 12,918 | 0.00% | new | NEW |
| US BANCORP \DE\ | $253.5K | 10,792 | 0.00% | new | NEW |
| Kestra Advisory Services, LLC | $239.1K | 10,180 | 0.00% | 3q | HELD |
| Arkadios Wealth Advisors | $223.1K | 9,500 | 0.00% | 6q | -34.5%-$117.4K |
| LANARK FINANCIAL, INC. | $57.3K | 2,438 | 0.00% | 3q | HELD |
| HARBOUR INVESTMENTS, INC. | $50.5K | 2,149 | 0.00% | 6q | +25.3%+$10.2K |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $31.0K | 1,320 | 0.01% | new | NEW |
| Capital Investment Advisory Services, LLC | $28.5K | 1,215 | 0.00% | 3q | -11.3%-$3.6K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $5.6K | 240 | 0.00% | new | NEW |
| Capital Analysts, LLC | $329 | 13,987 | 0.01% | 7q | HELD |
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 | 27 | $59.2M | 2,520,925 | 7 | 7 | 8 | 0.0% |
| Q1 2026 | 23 | $66.5M | 3,031,604 | 7 | 9 | 4 | 0.0% |
| Q4 2025 | 18 | $58.6M | 2,683,992 | 8 | 2 | 6 | 0.0% |
| Q3 2025 | 11 | $5.6M | 260,268 | 3 | 3 | 3 | 0.0% |
| Q2 2025 | 12 | $10.1M | 485,976 | 1 | 5 | 5 | 0.0% |
| Q1 2025 | 15 | $11.6M | 578,492 | 10 | 3 | 1 | 0.0% |
| Q4 2024 | 5 | $4.0M | 200,503 | 5 | 0 | 0 | 0.0% |