FIRST TR EXCHNG TRADED FD VI (UCON)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
263
Reporting holders
$2.8B
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
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | $340.4M | 13,680,994 | 0.08% | 31q | +9.7%+$30.0M |
| MORGAN STANLEY | $231.8M | 9,315,618 | 0.01% | 29q | +4.0%+$8.9M |
| WELLS FARGO & COMPANY/MN | $178.5M | 7,174,273 | 0.03% | 25q | -40.9%-$123.7M |
| AMERIPRISE FINANCIAL INC | $138.6M | 5,567,401 | 0.03% | 9q | -47.8%-$127.1M |
| BANK OF AMERICA CORP /DE/ | $104.5M | 4,199,258 | 0.01% | 31q | +9.5%+$9.1M |
| HARBOUR INVESTMENTS, INC. | $104.4M | 4,197,950 | 1.41% | 21q | +1.9%+$1.9M |
| ROYAL BANK OF CANADA | $100.1M | 4,023,683 | 0.01% | 31q | +0.5%+$501.3K |
| RAYMOND JAMES FINANCIAL INC | $70.5M | 2,832,819 | 0.02% | 7q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $65.3M | 2,623,316 | 0.02% | 22q | +6.8%+$4.2M |
| HighTower Advisors, LLC | $61.5M | 2,471,711 | 0.06% | 29q | +1.5%+$880.1K |
| TRUIST FINANCIAL CORP | $52.1M | 2,093,617 | 0.06% | 21q | +9.8%+$4.6M |
| OSAIC HOLDINGS, INC. | $50.9M | 2,045,101 | 0.06% | 26q | +8.1%+$3.8M |
| Cetera Investment Advisers | $43.7M | 1,757,095 | 0.04% | 20q | +22.3%+$8.0M |
| STIFEL FINANCIAL CORP | $41.3M | 1,661,708 | 0.03% | 29q | +1.7%+$694.8K |
| Trilogy Capital Inc. | $39.1M | 1,572,195 | 1.52% | 3q | +6.2%+$2.3M |
| Csenge Advisory Group | $38.0M | 1,528,668 | 1.54% | 15q | +2.6%+$957.8K |
| Aptus Capital Advisors, LLC | $34.8M | 1,400,315 | 0.24% | 12q | +1.2%+$419.5K |
| Integrated Wealth Concepts LLC | $32.1M | 1,288,713 | 0.16% | 13q | +43.4%+$9.7M |
| IFP Advisors, Inc | $28.1M | 1,129,539 | 0.51% | 23q | +26.5%+$5.9M |
| Focus Partners Wealth | $24.9M | 999,374 | 0.03% | 11q | HELD |
| MML INVESTORS SERVICES, LLC | $23.2M | 932,943 | 0.05% | 21q | +21.6%+$4.1M |
| Cyndeo Wealth Partners, LLC | $21.7M | 872,866 | 1.02% | 15q | +3.9%+$819.8K |
| Wagner Wealth Management, LLC | $21.4M | 859,217 | 3.95% | 21q | -16.8%-$4.3M |
| EdgeRock Capital LLC | $21.0M | 842,625 | 4.75% | 11q | +6.6%+$1.3M |
| COMMONWEALTH EQUITY SERVICES, LLC | $20.7M | 833,938 | 0.03% | 31q | -25.4%-$7.1M |
| Dynamic Advisor Solutions LLC | $20.3M | 816,396 | 0.58% | 16q | +6.0%+$1.1M |
| Stratos Wealth Partners, LTD. | $20.1M | 807,842 | 0.20% | 29q | +2.9%+$564.2K |
| Walkner Condon Financial Advisors LLC | $20.1M | 806,300 | 2.30% | 19q | +9.0%+$1.6M |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $20.0M | 801,883 | 0.22% | 19q | HELD |
| EARNED WEALTH ADVISORS, LLC | $19.7M | 792,030 | 1.27% | 6q | +24.3%+$3.9M |
| Arch Global Advisors, LLC | $19.5M | 783,525 | 8.63% | 2q | +25.4%+$3.9M |
| Waverly Advisors, LLC | $19.5M | 782,901 | 0.11% | 6q | +5579.0%+$19.1M |
| Capital Investment Advisory Services, LLC | $18.8M | 756,295 | 1.16% | 17q | -7.0%-$1.4M |
| JPMORGAN CHASE & CO | $18.6M | 745,409 | 0.00% | 12q | +23.0%+$3.5M |
| Private Advisor Group, LLC | $16.9M | 679,658 | 0.08% | 23q | +29.1%+$3.8M |
| &PARTNERS | $16.2M | 661,016 | 0.07% | 8q | +56.8%+$5.9M |
| Geneos Wealth Management Inc. | $16.1M | 647,628 | 0.33% | 29q | +1.9%+$295.0K |
| Spartan Wealth Advisory Services LLC | $15.9M | 637,466 | 1.30% | 2q | +1.7%+$267.8K |
| Navalign, LLC | $15.4M | 620,228 | 3.60% | 13q | +3.6%+$535.8K |
| Collaborative Wealth Managment Inc. | $15.0M | 604,554 | 6.31% | 7q | +6.5%+$911.9K |
| Visionary Wealth Advisors | $14.7M | 590,042 | 0.58% | 18q | -10.8%-$1.8M |
| Smartleaf Asset Management LLC | $14.5M | 580,959 | 0.47% | 3q | HELD |
| First Heartland Consultants, Inc. | $14.4M | 577,736 | 0.93% | 25q | +1.2%+$163.9K |
| Equitable Holdings, Inc. | $13.5M | 544,255 | 0.08% | 17q | -5.8%-$834.8K |
| Etesian Wealth Advisors, Inc. | $13.3M | 536,383 | 3.94% | 15q | -5.4%-$763.7K |
| Chicago Partners Investment Group LLC | $12.8M | 522,596 | 0.26% | 27q | +2.4%+$296.7K |
| Kestra Advisory Services, LLC | $12.1M | 487,466 | 0.04% | 24q | -3.7%-$464.1K |
| Western Wealth Management, LLC | $11.3M | 455,724 | 0.37% | 21q | -8.4%-$1.0M |
| Rehmann Capital Advisory Group | $11.1M | 445,374 | 0.51% | 20q | -3.0%-$343.5K |
| Focus Financial Network, Inc. | $10.8M | 435,847 | 0.34% | new | NEW |
| HBW ADVISORY SERVICES LLC | $10.7M | 432,069 | 0.97% | 12q | +5.4%+$551.9K |
| AXXCESS WEALTH MANAGEMENT, LLC | $10.7M | 428,367 | 0.17% | new | NEW |
| Darwin Wealth Management, LLC | $10.7M | 428,366 | 2.92% | 25q | +2.8%+$289.1K |
| Prasad Wealth Partners, LLC | $10.1M | 407,632 | 2.44% | 7q | +2.2%+$216.5K |
| Mach-1 Financial Group, LLC | $10.1M | 404,016 | 3.89% | 3q | HELD |
| US BANCORP \DE\ | $9.8M | 392,174 | 0.01% | 12q | -5.8%-$601.5K |
| CAPTRUST FINANCIAL ADVISORS | $9.4M | 377,679 | 0.01% | 14q | -24.3%-$3.0M |
| Larson Financial Group LLC | $9.1M | 367,273 | 0.24% | 15q | -19.6%-$2.2M |
| Gateway Wealth Partners, LLC | $9.0M | 362,821 | 0.54% | 4q | -47.4%-$8.1M |
| Appalachian Capital Management Ltd | $9.0M | 362,396 | 6.54% | 3q | +0.7%+$60.6K |
| Boyce & Associates Wealth Consulting, Inc. | $8.9M | 357,500 | 6.17% | 18q | +0.6%+$56.1K |
| Live Oak Investment Partners | $8.9M | 355,723 | 4.76% | 5q | +2.2%+$191.4K |
| XML Financial, LLC | $8.8M | 354,461 | 0.64% | 13q | HELD |
| Wealth Advisory Team LLC | $8.0M | 321,889 | 6.51% | 3q | +2.5%+$194.9K |
| MATHER GROUP, LLC. | $7.7M | 310,721 | 0.07% | 16q | +1.2%+$93.4K |
| Certified Advisory Corp | $7.5M | 303,176 | 0.61% | 15q | -3.1%-$242.3K |
| Baird Financial Group, Inc. | $7.5M | 301,493 | 0.01% | 17q | +5.1%+$364.2K |
| Ameritas Advisory Services, LLC | $7.4M | 297,348 | 0.15% | 19q | +441.4%+$6.0M |
| TWIN PEAKS WEALTH ADVISORS, LLC | $7.0M | 281,760 | 1.59% | 11q | +7.1%+$461.9K |
| CoreCap Advisors, LLC | $6.8M | 271,933 | 0.20% | 17q | -23.8%-$2.1M |
| PFG Advisors | $6.8M | 271,861 | 0.34% | 15q | +4.0%+$257.4K |
| TrueWealth Advisors, LLC | $6.6M | 263,690 | 1.48% | 8q | +0.7%+$45.2K |
| Gaddis Premier Wealth Advisors LLC | $6.5M | 262,644 | 3.97% | 3q | +7.9%+$476.4K |
| Tolleson Wealth Management, Inc. | $6.4M | 257,263 | 0.86% | 19q | -1.7%-$108.6K |
| NewEdge Advisors, LLC | $6.3M | 252,649 | 0.02% | 21q | +20.8%+$1.1M |
| Summit Financial, LLC | $6.2M | 248,448 | 0.07% | 4q | +361.5%+$4.8M |
| GSG Advisors LLC | $6.1M | 245,011 | 1.34% | 12q | -2.4%-$152.4K |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | $6.1M | 244,917 | 4.88% | 7q | +1.5%+$90.1K |
| Triumph Capital Management | $6.0M | 241,682 | 1.09% | 3q | +25.4%+$1.2M |
| Total Clarity Wealth Management, Inc. | $5.9M | 238,069 | 1.15% | 12q | +29.0%+$1.3M |
| Keel Point, LLC | $5.8M | 235,009 | 0.35% | 15q | HELD |
| Apollon Wealth Management, LLC | $5.8M | 232,625 | 0.07% | 19q | -0.9%-$49.8K |
| OneDigital Investment Advisors LLC | $5.7M | 227,668 | 0.05% | 15q | +16.3%+$793.7K |
| Nova Wealth Management, Inc. | $5.4M | 218,384 | 3.00% | 7q | +35.8%+$1.4M |
| Goldstone Financial Group, LLC | $5.4M | 215,659 | 0.49% | 11q | -15.3%-$972.5K |
| Vise Technologies, Inc. | $5.4M | 215,630 | 0.06% | 4q | +34.4%+$1.4M |
| FOCUSED ALPHA, LLC | $5.2M | 209,939 | 1.34% | 3q | -1.5%-$81.0K |
| Mariner, LLC | $5.1M | 205,551 | 0.01% | 18q | -57.1%-$6.8M |
| D.A. DAVIDSON & CO. | $5.1M | 204,552 | 0.03% | 15q | +72.2%+$2.1M |
| Golden State Wealth Management, LLC | $5.1M | 204,175 | 0.46% | 7q | -13.2%-$769.9K |
| Synergy Investment Management, LLC | $5.1M | 204,044 | 1.23% | 4q | +8.7%+$407.8K |
| OPPENHEIMER & CO INC | $4.7M | 190,379 | 0.05% | 15q | -34.0%-$2.4M |
| Philip James Wealth Mangement, LLC | $4.3M | 174,823 | 0.49% | 11q | -7.8%-$369.9K |
| Ashton Thomas Private Wealth, LLC | $4.3M | 174,645 | 0.09% | 11q | +7.8%+$314.3K |
| Diversify Advisory Services, LLC | $4.2M | 171,690 | 0.07% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $4.2M | 171,690 | 0.07% | 2q | +230.6%+$2.9M |
| Holistic Financial Partners | $4.2M | 168,531 | 2.56% | 10q | -66.6%-$8.4M |
| FLAGSHIP HARBOR ADVISORS, LLC | $3.9M | 157,794 | 0.15% | 17q | HELD |
| Fairway Financial, LLC | $3.8M | 153,163 | 2.61% | 7q | +1.9%+$69.8K |
| Commonwealth Financial Services, LLC | $3.8M | 153,000 | 0.51% | 12q | -80.0%-$15.2M |
Showing the largest 100 of 273 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.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 263 | $2.8B | 110,556,161 | 24 | 111 | 91 | 0.0% |
| Q1 2026 | 261 | $3.0B | 119,432,230 | 23 | 119 | 91 | 0.0% |
| Q4 2025 | 269 | $2.6B | 102,228,127 | 32 | 111 | 88 | 0.0% |
| Q3 2025 | 247 | $2.4B | 94,254,298 | 16 | 110 | 98 | 0.0% |
| Q2 2025 | 256 | $2.4B | 97,800,790 | 13 | 93 | 126 | 0.0% |
| Q1 2025 | 267 | $2.9B | 115,373,157 | 26 | 133 | 80 | 0.0% |
| Q4 2024 | 279 | $2.7B | 109,528,039 | 29 | 124 | 78 | 0.0% |
| Q3 2024 | 238 | $2.4B | 96,628,577 | 28 | 130 | 53 | 0.0% |
| Q2 2024 | 222 | $2.0B | 80,657,305 | 36 | 114 | 49 | 0.0% |
| Q1 2024 | 198 | $2.0B | 81,431,995 | 21 | 105 | 52 | 0.0% |
| Q4 2023 | 194 | $1.6B | 64,328,875 | 24 | 94 | 51 | 0.0% |
| Q3 2023 | 179 | $1.2B | 48,368,876 | 22 | 89 | 47 | 0.0% |
| Q2 2023 | 170 | $1.1B | 46,611,781 | 21 | 77 | 51 | 0.0% |
| Q1 2023 | 164 | $1.2B | 48,177,555 | 23 | 56 | 72 | 0.0% |
| Q4 2022 | 152 | $1.0B | 41,763,674 | 21 | 53 | 55 | 0.0% |
| Q3 2022 | 170 | $1.0B | 43,370,671 | 19 | 75 | 52 | 0.0% |
| Q2 2022 | 160 | $895.7M | 36,524,358 | 32 | 51 | 61 | 0.0% |
| Q1 2022 | 141 | $833.1M | 32,684,232 | 35 | 56 | 31 | 0.0% |
| Q4 2021 | 115 | $656.1M | 24,893,211 | 25 | 48 | 21 | 0.0% |
| Q3 2021 | 88 | $468.5M | 17,630,823 | 14 | 50 | 14 | 0.0% |
| Q2 2021 | 85 | $362.9M | 13,601,293 | 18 | 40 | 16 | 0.0% |
| Q1 2021 | 69 | $227.8M | 8,540,030 | 12 | 31 | 14 | 0.0% |
| Q4 2020 | 57 | $175.4M | 6,572,871 | 13 | 21 | 13 | 0.0% |
| Q3 2020 | 41 | $150.3M | 5,733,792 | 4 | 18 | 9 | 0.0% |
| Q2 2020 | 43 | $137.4M | 5,339,481 | 11 | 6 | 18 | 0.0% |
| Q1 2020 | 42 | $124.7M | 5,163,647 | 9 | 13 | 14 | 0.0% |
| Q4 2019 | 42 | $153.5M | 5,932,070 | 11 | 16 | 5 | 0.0% |
| Q3 2019 | 30 | $124.1M | 4,814,228 | 2 | 16 | 9 | 0.0% |
| Q2 2019 | 31 | $151.9M | 5,899,725 | 13 | 12 | 5 | 0.0% |
| Q1 2019 | 21 | $119.2M | 4,702,090 | 2 | 10 | 6 | 0.0% |
| Q4 2018 | 23 | $91.6M | 3,680,504 | 1 | 0 | 0 | 0.0% |