HolderBook

FIRST TR EXCHNG TRADED FD VI (SAUG)

Institutional ownership reported to the SEC as of Q2 2026, across 12 quarters.

49
Reporting holders
$37.3M
Reported value
0.0%
Held as options
+0
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
RAYMOND JAMES FINANCIAL INC$3.1M111,9650.00%7q-0.9%-$28.6K
ENVESTNET ASSET MANAGEMENT INC$2.8M99,2090.00%12q+54.6%+$973.2K
ACORN FINANCIAL ADVISORY SERVICES INC /ADV$2.4M87,3370.32%7qHELD
Cetera Investment Advisers$2.4M85,9590.00%12q-5.9%-$150.8K
SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.9M66,9550.00%4q+114.7%+$993.4K
Kestra Advisory Services, LLC$1.8M66,5230.01%12q-32.7%-$895.9K
BFI Wealth Solutions, LLC$1.7M59,6681.23%3q+4.0%+$63.9K
OSAIC HOLDINGS, INC.$1.6M57,5560.00%12q-3.8%-$63.9K
COMMONWEALTH EQUITY SERVICES, LLC$1.5M55,7730.00%11q-15.4%-$282.9K
INDEPENDENT FINANCIAL GROUP, LLC$1.5M55,4640.03%6q-6.1%-$99.6K
TRUIST FINANCIAL CORP$1.5M54,0610.00%11q+7.2%+$101.4K
LPL Financial LLC$1.3M46,7180.00%6q-31.4%-$594.5K
SECURED RETIREMENT ADVISORS, LLC$1.2M42,5870.61%11q-7.8%-$100.7K
Global Assets Advisory, LLC$1.1M39,5350.24%newNEW
Grantvest Financial Group LLC$918.9K33,0820.53%7q-12.5%-$131.8K
NewEdge Advisors, LLC$907.8K32,6830.00%12q-8.6%-$85.7K
FIDUCIARY FINANCIAL ADVISORS$888.2K31,9790.09%newNEW
NorthCrest Asset Manangement, LLC$868.0K31,1680.02%12qHELD
Ignite Planners, LLC$801.0K28,8380.11%8q-2.4%-$19.9K
Ameritas Investment Partners, Inc.$775.5K27,9200.02%11q-1.6%-$12.2K
Crusonia Wealth Advisors LLC$555.5K20,0000.09%3qHELD
Vise Technologies, Inc.$528.9K19,0440.01%4q-14.0%-$85.9K
Foundations Investment Advisors, LLC$515.2K18,5490.01%8qHELD
WEALTHGARDEN F.S. LLC$508.2K18,2980.29%9qHELD
Prospera Financial Services Inc$467.7K16,8390.01%12q-0.6%-$2.8K
CITADEL ADVISORS LLC$404.5K14,5640.00%newNEW
SILVER OAK SECURITIES, INCORPORATED$359.8K12,9530.02%3q-2.5%-$9.2K
Rockefeller Capital Management L.P.$318.3K11,4600.00%7q-5.3%-$17.9K
KESTRA PRIVATE WEALTH SERVICES, LLC$297.2K10,7000.00%5qHELD
HARBOUR INVESTMENTS, INC.$292.1K10,5160.00%11q-14.4%-$49.3K
Kovack Advisors, Inc.$259.8K9,3500.01%3q+2.3%+$5.9K
Integrated Advisors Network LLC$230.9K8,3120.01%8qHELD
Diligent Investors, LLC$226.4K8,1500.05%4qHELD
Sigma Planning Corp$204.1K7,3470.01%newNEW
Steward Partners Investment Advisory, LLC$187.5K6,7500.00%12qHELD
MTM Investment Management, LLC$182.2K6,5600.05%8qHELD
DHJJ Financial Advisors, Ltd.$181.3K6,5280.05%11q-3.0%-$5.6K
Spire Wealth Management$173.1K6,2310.01%7qHELD
SOA Wealth Advisors, LLC.$95.3K3,4300.02%11q-11.4%-$12.2K
Benson Wealth Management INC$87.9K3,1640.09%3qHELD
CREATIVE FINANCIAL DESIGNS INC /ADV$85.1K3,0640.00%8q-49.1%-$82.0K
AE Wealth Management LLC$80.2K2,8880.00%7q-22.5%-$23.3K
AMERIFLEX GROUP, INC.$23.6K8500.01%4qHELD
LANARK FINANCIAL, INC.$23.4K8430.00%3qHELD
MORGAN STANLEY$20.2K7270.00%3qHELD
Geneos Wealth Management Inc.$18.4K6620.00%4qHELD
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$18.1K31,8080.00%4qHELD
Integrated Wealth Concepts LLC$12.1K4360.00%newNEW
Farther Finance Advisors, LLC$9.7K3500.00%2qHELD
Integrity Financial Corp /WA$1.0K360.00%4q-45.5%
HRT FINANCIAL LP$97134,9600.00%newNEW
Cambridge Investment Research Advisors, Inc.$69525,0280.00%8q-4.3%
Capital Analysts, LLC$35912,9240.01%12qHELD
Wood Tarver Financial Group, LLC$29610,6890.07%7qHELD
CX Institutional$782,8240.00%3qHELD

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 →

FiledFormFiler % of class
2026-07-2213G/AFirst Trust Portfolios L.P.with 2 co-filers40.7%

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 202649$37.3M1,343,58155220.0%
Q1 202649$32.5M1,262,93326210.0%
Q4 202552$40.2M1,571,96669170.0%
Q3 202548$44.6M1,781,4281213140.0%
Q2 202537$50.9M2,172,709210150.0%
Q1 202541$50.0M2,227,40736180.0%
Q4 202442$35.8M1,518,94681790.0%
Q3 202440$33.3M1,426,835121670.0%
Q2 202430$20.5M943,36214150.0%
Q1 202429$22.6M1,032,59961160.0%
Q4 202330$22.9M1,088,85916730.0%
Q3 202315$8.0M408,52715000.0%