FIRST TR EXCHNG TRADED FD VI (SFEB)
Institutional ownership reported to the SEC as of Q2 2026, across 10 quarters.
48
Reporting holders
$41.4M
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
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| OSAIC HOLDINGS, INC. | $4.2M | 159,301 | 0.00% | 10q | +11.7%+$438.3K |
| RAYMOND JAMES FINANCIAL INC | $4.1M | 154,683 | 0.00% | 7q | +8.5%+$318.0K |
| COMMONWEALTH EQUITY SERVICES, LLC | $3.1M | 119,117 | 0.00% | 10q | +56.6%+$1.1M |
| Cetera Investment Advisers | $3.0M | 114,153 | 0.00% | 10q | +7.4%+$205.4K |
| Diligent Investors, LLC | $2.7M | 103,835 | 0.61% | 10q | HELD |
| LPL Financial LLC | $2.6M | 99,862 | 0.00% | 6q | +30.5%+$612.7K |
| Maia Wealth LLC | $2.6M | 97,769 | 0.38% | 2q | -4.8%-$130.1K |
| MGO ONE SEVEN LLC | $2.3M | 86,925 | 0.04% | 2q | -17.0%-$466.0K |
| Kestra Advisory Services, LLC | $2.1M | 79,410 | 0.01% | 10q | -2.1%-$45.5K |
| ENVESTNET ASSET MANAGEMENT INC | $2.1M | 78,497 | 0.00% | 10q | -13.6%-$323.9K |
| BFI Wealth Solutions, LLC | $1.6M | 61,374 | 1.19% | 3q | -55.9%-$2.0M |
| TRUIST FINANCIAL CORP | $1.4M | 54,728 | 0.00% | 10q | -8.5%-$133.0K |
| Grantvest Financial Group LLC | $861.9K | 32,842 | 0.50% | 7q | +2.7%+$22.3K |
| Private Advisor Group, LLC | $573.8K | 21,865 | 0.00% | 2q | HELD |
| Keystone Wealth Services, LLC | $549.6K | 20,941 | 0.10% | 9q | HELD |
| Harvest Investment Services, LLC | $544.9K | 20,764 | 0.08% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $538.7K | 20,525 | 0.00% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $528.8K | 20,148 | 0.01% | 10q | -44.0%-$415.5K |
| NorthCrest Asset Manangement, LLC | $507.3K | 19,355 | 0.01% | 10q | -7.8%-$42.8K |
| SOA Wealth Advisors, LLC. | $493.6K | 18,809 | 0.08% | 9q | -3.4%-$17.4K |
| Arkadios Wealth Advisors | $488.9K | 18,628 | 0.01% | 3q | -14.3%-$81.9K |
| SILVER OAK SECURITIES, INCORPORATED | $454.8K | 17,329 | 0.03% | 3q | +3.6%+$16.0K |
| Marshall Financial Group, LLC | $447.5K | 17,050 | 0.07% | 9q | +13.9%+$54.7K |
| Fragasso Financial Advisors Inc | $412.0K | 15,700 | 0.02% | 2q | -20.6%-$106.8K |
| OLD MISSION CAPITAL LLC | $392.0K | 14,936 | 0.01% | 2q | -31.2%-$177.6K |
| Mariner, LLC | $307.1K | 11,700 | 0.00% | 10q | -7.9%-$26.2K |
| Quad-Cities Investment Group, LLC | $249.0K | 9,488 | 0.09% | new | NEW |
| Sigma Planning Corp | $241.2K | 9,190 | 0.01% | 2q | HELD |
| Crusonia Wealth Advisors LLC | $224.4K | 8,550 | 0.04% | 2q | HELD |
| Main Street Financial Solutions, LLC | $221.8K | 8,450 | 0.01% | 2q | HELD |
| Ameritas Advisory Services, LLC | $216.8K | 8,262 | 0.00% | 2q | -1.7%-$3.7K |
| Cresset Asset Management, LLC | $203.0K | 7,735 | 0.00% | new | NEW |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $197.7K | 26,938 | 0.00% | 4q | -11.0%-$24.5K |
| Spire Wealth Management | $183.1K | 6,975 | 0.01% | 7q | -8.7%-$17.4K |
| IFG Advisory, LLC | $169.5K | 6,460 | 0.01% | new | NEW |
| DHJJ Financial Advisors, Ltd. | $159.0K | 6,060 | 0.05% | 9q | HELD |
| FIDUCIARY FINANCIAL ADVISORS | $87.3K | 3,325 | 0.01% | new | NEW |
| Dunhill Financial, LLC | $75.1K | 2,860 | 0.02% | 2q | HELD |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $68.6K | 2,615 | 0.00% | new | NEW |
| Steward Partners Investment Advisory, LLC | $39.0K | 1,486 | 0.00% | 4q | HELD |
| Benson Wealth Management INC | $36.1K | 1,377 | 0.04% | 3q | -4.5%-$1.7K |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $32.9K | 1,252 | 0.00% | 7q | HELD |
| WELLS FARGO & COMPANY/MN | $30.3K | 1,155 | 0.00% | 2q | +106.2%+$15.6K |
| Topsail Wealth Management, LLC | $27.6K | 1,050 | 0.00% | 2q | HELD |
| Noble Wealth Management PBC | $21.0K | 800 | 0.01% | 6q | HELD |
| LANARK FINANCIAL, INC. | $15.1K | 576 | 0.00% | new | NEW |
| Ameritas Investment Partners, Inc. | $5.6K | 215 | 0.00% | 2q | HELD |
| Cambridge Investment Research Advisors, Inc. | $4.4K | 168,280 | 0.01% | 9q | +1.8% |
| CoreCap Advisors, LLC | $4.0K | 151 | 0.00% | new | NEW |
| PARK AVENUE SECURITIES LLC | $689 | 26,259 | 0.00% | 2q | +33.5% |
| Janney Montgomery Scott LLC | $322 | 12,285 | 0.00% | 2q | -1.6% |
| Capital Analysts, LLC | $212 | 8,067 | 0.00% | 9q | +24.7% |
| CX Institutional | $44 | 1,673 | 0.00% | 3q | -59.0% |
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 →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-07-22 | 13G/A | First Trust Portfolios L.P.with 2 co-filers | 35.5% |
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 | 48 | $41.4M | 1,595,216 | 9 | 9 | 17 | 0.0% |
| Q1 2026 | 49 | $39.5M | 1,681,660 | 19 | 16 | 8 | 0.0% |
| Q4 2025 | 35 | $25.7M | 1,092,270 | 4 | 2 | 14 | 0.0% |
| Q3 2025 | 32 | $25.6M | 1,127,362 | 5 | 6 | 11 | 0.0% |
| Q2 2025 | 33 | $32.7M | 1,531,498 | 6 | 11 | 11 | 0.0% |
| Q1 2025 | 34 | $28.3M | 1,384,829 | 5 | 15 | 7 | 0.0% |
| Q4 2024 | 37 | $29.8M | 1,385,010 | 5 | 9 | 9 | 0.0% |
| Q3 2024 | 35 | $41.8M | 1,966,941 | 5 | 8 | 11 | 0.0% |
| Q2 2024 | 38 | $41.5M | 2,066,106 | 16 | 15 | 6 | 0.0% |
| Q1 2024 | 23 | $36.9M | 1,814,024 | 23 | 0 | 0 | 0.0% |