HolderBook

FIRST TR EXCHANGE TRADED FD (SKYY)

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

398
Reporting holders
$1.1B
Reported value
1.5%
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
BANK OF AMERICA CORP /DE/$191.8M1,425,2930.01%31q-4.0%-$8.0M
MORGAN STANLEY$123.0M914,0730.01%35q+10.5%+$11.7M
LPL Financial LLC$114.6M851,8620.03%31q-7.8%-$9.7M
TWO SIGMA INVESTMENTS, LP$60.1M446,7000.04%3q+16.4%+$8.5M
UBS Group AG$56.6M420,4850.01%31q+3.6%+$2.0M
WELLS FARGO & COMPANY/MN$50.5M375,3420.01%31q-50.0%-$50.5M
RAYMOND JAMES FINANCIAL INC$31.9M237,1570.01%7q-1.5%-$484.1K
ROYAL BANK OF CANADA$27.3M202,6900.00%31q-4.5%-$1.3M
Modern Wealth Management, LLC$20.5M152,2720.24%newNEW
AMERIPRISE FINANCIAL INC$19.6M145,8680.00%31q-53.6%-$22.7M
Cetera Investment Advisers$18.3M136,1290.02%23q-8.2%-$1.6M
JPMORGAN CHASE & CO$15.4M116,2510.00%31q-1.7%-$273.9K
OSAIC HOLDINGS, INC.$15.0M111,2880.02%26q-1.6%-$243.9K
ENVESTNET ASSET MANAGEMENT INC$14.2M105,3640.00%31q-21.8%-$4.0M
PNC Financial Services Group, Inc.$10.9M81,0620.01%31q-7.5%-$878.4K
Integrated Wealth Concepts LLC$10.8M80,1350.05%23q+8.5%+$847.0K
CITADEL ADVISORS LLC$9.8M16,5720.00%31q+118.9%+$5.3M
MML INVESTORS SERVICES, LLC$8.5M62,8230.02%31q+4.7%+$378.7K
Rockefeller Capital Management L.P.$8.4M62,5950.01%30q-8.2%-$748.2K
COMMONWEALTH EQUITY SERVICES, LLC$8.3M62,0380.01%31q-1.8%-$152.1K
NATIONAL BANK OF CANADA /FI/$8.2M61,0170.01%19q+0.6%+$50.3K
Private Advisor Group, LLC$8.2M60,6840.04%31q-23.7%-$2.5M
Kestra Advisory Services, LLC$7.4M54,7100.02%24q-3.1%-$232.5K
INDEPENDENT FINANCIAL GROUP, LLC$6.8M50,2420.13%6q-2.7%-$185.2K
NORTHSTAR ASSET MANAGEMENT Co$6.2M47,2551.17%31q-1.7%-$105.6K
SUSQUEHANNA INTERNATIONAL GROUP, LLP$6.0M5,3860.00%31q-48.7%-$5.7M
Tower Research Capital LLC (TRC)$5.9M43,6440.14%3q-16.1%-$1.1M
STIFEL FINANCIAL CORP$5.3M39,2720.00%31q-13.0%-$790.7K
Equitable Holdings, Inc.$5.0M37,2210.03%27q-14.4%-$845.6K
Ignite Planners, LLC$4.6M34,3060.63%19q-0.6%-$26.0K
NewEdge Advisors, LLC$4.5M33,3270.01%31q+70.9%+$1.9M
VALLEY WEALTH MANAGERS, INC.$4.4M33,0190.26%12q-11.7%-$589.4K
MONEY CONCEPTS CAPITAL CORP$4.3M31,5970.20%21q-1.5%-$66.6K
Focus Partners Wealth$4.2M31,0940.00%7q-6.6%-$297.5K
Proactive Wealth Strategies LLC$4.1M30,7080.66%8qHELD
Quadrature Capital Ltd$4.1M30,4850.04%3q+278.2%+$3.0M
Qube Research & Technologies Ltd$4.1M30,2680.00%3q+138.6%+$2.4M
Wealthfront Advisers LLC$3.8M28,1210.01%20q+2.6%+$97.6K
HighTower Advisors, LLC$3.7M27,5670.00%31q-4.8%-$186.0K
Plotkin Financial Advisors, LLC$3.6M26,4311.48%27q-3.3%-$121.8K
BENJAMIN EDWARDS INC$3.3M24,3500.03%8q-2.6%-$86.3K
Golden State Wealth Management, LLC$3.2M23,4110.29%14q+1.0%+$32.7K
Prestige Wealth Management Group LLC$3.0M22,4090.55%24q+1.1%+$31.4K
D.A. DAVIDSON & CO.$3.0M22,0190.02%30q-1.3%-$40.4K
Kingsview Wealth Management, LLC$3.0M21,9920.04%13q-6.2%-$196.6K
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$2.8M20,9370.00%31q-11.9%-$381.5K
OPPENHEIMER & CO INC$2.8M20,7870.03%31q-16.0%-$532.7K
Ameritas Advisory Services, LLC$2.8M20,5960.06%19q+28.9%+$621.7K
HARBOUR INVESTMENTS, INC.$2.7M20,2060.04%21qHELD
JANE STREET GROUP, LLC$2.7M3,6190.00%3q-86.5%-$17.2M
CASCADE INVESTMENT GROUP, INC.$2.7M19,8751.50%15q-2.5%-$69.2K
Stratos Wealth Partners, LTD.$2.6M19,4790.03%31q-1.9%-$51.4K
FIRST TRUST ADVISORS LP$2.6M19,3970.00%22qHELD
Concorde Asset Management, LLC$2.6M19,1291.49%3q-40.8%-$1.8M
SUMITOMO MITSUI FINANCIAL GROUP, INC.$2.5M18,7970.05%28q+1.4%+$34.6K
&PARTNERS$2.3M17,2280.01%31q+7.2%+$155.0K
FMR LLC$2.3M17,1250.00%30q+8.9%+$188.8K
MERCER GLOBAL ADVISORS INC /ADV$2.3M17,1200.00%21q+41.2%+$672.2K
Mutual Advisors, LLC$2.2M16,5830.04%26q-11.9%-$302.6K
Steward Partners Investment Advisory, LLC$2.2M16,4300.01%31q+11.6%+$230.2K
Arax Advisory Partners$2.2M16,0520.01%3q+834.3%+$1.9M
High Point Wealth Management, LLC$2.1M15,8361.74%3q-1.2%-$26.9K
LANARK FINANCIAL, INC.$2.1M15,7330.14%12q-5.1%-$112.8K
TRUIST FINANCIAL CORP$2.1M15,6420.00%27q-1.7%-$35.7K
Gateway Wealth Partners, LLC$2.0M14,8750.12%11q-56.8%-$2.6M
Sage Capital Management, LLC$2.0M14,6790.77%11q+13.8%+$239.7K
Mariner, LLC$2.0M14,6670.00%19q-47.4%-$1.8M
Keebeck Wealth Management$2.0M14,6200.19%27q-0.8%-$15.5K
Prospera Financial Services Inc$2.0M14,5090.03%31q-0.7%-$14.3K
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.9M13,6040.00%12q-15.9%-$360.6K
Paragon Private Wealth Management, LLC$1.9M14,0630.49%19q-6.2%-$125.7K
Fulton Bank, N.A.$1.8M13,6880.06%25q-1.0%-$19.4K
Lido Advisors, LLC$1.8M13,6070.00%11q-1.5%-$28.4K
SeaCrest Wealth Management, LLC$1.8M13,1450.20%31q+12.0%+$189.3K
Farther Finance Advisors, LLC$1.7M12,8890.01%8q-0.8%-$13.6K
CITY HOLDING CO$1.7M12,4710.19%30q-1.0%-$16.1K
Belvedere Trading LLC$1.7M1,5340.00%2q+130.0%+$945.6K
Belpointe Asset Management LLC$1.7M12,3510.05%11q+1.5%+$24.9K
Merit Financial Group, LLC$1.6M12,2520.01%13q+89.8%+$780.0K
Segment Wealth Management, LLC$1.6M11,9620.08%30qHELD
Sigma Planning Corp$1.6M11,7690.04%31q-1.2%-$19.6K
Apollon Wealth Management, LLC$1.5M11,5190.02%11qHELD
Creative Planning$1.5M11,5090.00%31q-6.9%-$114.9K
Apollon Financial, LLC$1.5M11,4220.18%11q-3.2%-$51.5K
IFG Advisory, LLC$1.5M11,1340.05%newNEW
Flaharty Asset Management, LLC$1.5M10,9922.13%2q-93.3%-$20.7M
SP Asset Management LLC$1.5M11,0100.12%7qHELD
Sanctuary Advisors, LLC$1.5M10,8030.01%9q-3.9%-$58.5K
San Luis Wealth Advisors LLC$1.4M10,6950.22%3q+53.9%+$504.1K
Cerity Partners LLC$1.4M10,6400.00%9q-1.8%-$26.9K
Summit Financial, LLC$1.4M10,5250.02%19q-3.6%-$52.3K
WCG Wealth Advisors LLC$1.4M10,4350.03%2q-1.2%-$16.6K
OneDigital Investment Advisors LLC$1.4M10,4010.01%15qHELD
HighPoint Advisor Group LLC$1.4M10,3140.05%3q+6.4%+$83.8K
Vontobel Holding Ltd.$1.3M10,0000.00%23q-6.8%-$98.5K
Aptus Capital Advisors, LLC$1.3M9,9410.01%25q+11.8%+$141.3K
CITIGROUP INC$1.3M9,7560.00%31q-14.9%-$229.7K
SMITH, MOORE & CO.$1.3M9,7010.08%31q-0.7%-$9.0K
IFP Advisors, Inc$1.3M9,6880.02%39q-4.2%-$57.3K
KESTRA PRIVATE WEALTH SERVICES, LLC$1.3M9,6270.01%24q+0.9%+$11.3K

Showing the largest 100 of 413 reported holders.

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 2026398$1.1B8,299,61241701521.5%
Q1 2026396$1.0B9,115,25230931360.7%
Q4 2025431$1.2B9,049,690491111260.8%
Q3 2025391$1.2B8,795,27344961210.5%
Q2 2025376$1.7B13,724,92137951240.4%
Q1 2025378$1.5B14,376,54130921360.7%
Q4 2024396$1.8B14,606,21151961070.8%
Q3 2024339$1.4B13,619,06543731180.4%
Q2 2024320$1.4B14,237,16627651220.3%
Q1 2024322$1.6B16,967,96736791100.9%
Q4 2023309$1.4B15,846,70640731051.6%
Q3 2023276$1.2B15,198,7792562982.0%
Q2 2023273$1.4B17,853,27137481202.6%
Q1 2023251$1.4B20,595,80521401162.3%
Q4 2022247$1.3B22,690,6912455982.0%
Q3 2022289$1.6B26,823,72321641211.4%
Q2 2022312$2.0B29,553,32020821291.1%
Q1 2022364$3.2B35,026,19934961400.9%
Q4 2021388$3.6B33,612,408471111032.0%
Q3 2021330$3.6B33,826,75526109921.4%
Q2 2021336$3.7B34,288,640341121090.9%
Q1 2021336$3.5B35,895,76442129981.2%
Q4 2020311$3.7B38,941,63737111771.1%
Q3 2020265$3.0B38,098,94028112721.8%
Q2 2020255$2.8B37,077,9197496361.0%
Q1 2020204$1.1B20,420,2602669581.1%
Q4 2019220$1.2B19,971,0642350690.6%
Q3 2019200$1.1B20,014,3782164561.3%
Q2 2019209$1.1B19,228,0753673451.6%
Q1 2019204$1.0B17,872,2404463480.4%
Q4 2018174$759.8M15,579,5862530.6%