FIRST TR EXCHNG TRADED FD VI (XDEC)
Institutional ownership reported to the SEC as of Q2 2026, across 19 quarters.
80
Reporting holders
$126.2M
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 |
|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | $23.4M | 546,696 | 0.03% | 18q | -2.2%-$530.4K |
| Cetera Investment Advisers | $12.8M | 298,714 | 0.01% | 18q | +31.2%+$3.0M |
| OSAIC HOLDINGS, INC. | $12.7M | 296,679 | 0.01% | 18q | -2.5%-$326.3K |
| BEACON FINANCIAL GROUP | $9.7M | 225,812 | 0.88% | 14q | +5.0%+$460.6K |
| ENVESTNET ASSET MANAGEMENT INC | $8.2M | 191,290 | 0.00% | 18q | +305.4%+$6.2M |
| Kestra Advisory Services, LLC | $8.0M | 186,502 | 0.03% | 16q | -18.1%-$1.8M |
| Sequent Planning LLC | $5.2M | 122,452 | 1.12% | 10q | -3.1%-$167.6K |
| Griffith & Werner, Inc. | $5.1M | 118,957 | 2.39% | 6q | -3.1%-$161.1K |
| Global Retirement Partners, LLC | $3.8M | 88,665 | 0.06% | 12q | +2.7%+$99.7K |
| Main Street Financial Solutions, LLC | $2.8M | 64,506 | 0.18% | 17q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.7M | 62,122 | 0.00% | 3q | +840.7%+$2.4M |
| MML INVESTORS SERVICES, LLC | $1.9M | 44,038 | 0.00% | 14q | +79.0%+$832.8K |
| Ausdal Financial Partners, Inc. | $1.8M | 42,767 | 0.07% | 7q | -1.0%-$18.2K |
| LPL Financial LLC | $1.7M | 39,547 | 0.00% | 11q | +1.3%+$21.6K |
| HARBOUR INVESTMENTS, INC. | $1.6M | 38,026 | 0.02% | 18q | -28.4%-$646.9K |
| Diversify Advisory Services, LLC | $1.3M | 30,951 | 0.02% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $1.3M | 30,951 | 0.02% | 2q | HELD |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $1.3M | 29,677 | 0.16% | 15q | HELD |
| Grant Street Asset Management, Inc. | $1.2M | 26,923 | 0.19% | 16q | -6.9%-$85.9K |
| CreativeOne Wealth, LLC | $930.6K | 21,726 | 0.02% | 8q | +78.9%+$410.4K |
| First Heartland Consultants, Inc. | $887.0K | 20,707 | 0.06% | 15q | +2.8%+$24.2K |
| Signal Advisors Wealth, LLC | $813.2K | 18,984 | 0.04% | new | NEW |
| Mariner, LLC | $793.4K | 18,523 | 0.00% | 14q | +1.6%+$12.5K |
| FIRST TRUST ADVISORS LP | $771.8K | 18,019 | 0.00% | 7q | -0.7%-$5.8K |
| Diligent Investors, LLC | $728.2K | 17,000 | 0.16% | 7q | HELD |
| NewEdge Advisors, LLC | $717.7K | 16,756 | 0.00% | 18q | -0.9%-$6.9K |
| CITADEL ADVISORS LLC | $706.9K | 16,504 | 0.00% | new | NEW |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $670.6K | 15,655 | 0.01% | 15q | -9.2%-$67.7K |
| Focus Partners Wealth | $670.1K | 15,643 | 0.00% | 9q | +1.2%+$7.8K |
| Triad Wealth Partners, LLC | $660.4K | 15,266 | 0.04% | 5q | +13.2%+$77.1K |
| QTR Family Wealth, LLC | $631.2K | 14,736 | 0.22% | 6q | HELD |
| Ashton Thomas Private Wealth, LLC | $591.0K | 13,798 | 0.01% | 7q | HELD |
| PFS Partners, LLC | $536.9K | 12,533 | 0.22% | 11q | +2.2%+$11.4K |
| MERCER GLOBAL ADVISORS INC /ADV | $518.3K | 12,100 | 0.00% | 2q | +94.1%+$251.3K |
| SILVER OAK SECURITIES, INCORPORATED | $498.3K | 11,633 | 0.03% | 16q | +0.8%+$3.9K |
| Harvest Investment Services, LLC | $481.4K | 11,238 | 0.07% | new | NEW |
| SageGuard Financial Group, LLC | $454.1K | 10,602 | 0.06% | 3q | -2.2%-$10.5K |
| Outlook Wealth Advisors, LLC | $421.1K | 9,831 | 0.09% | 14q | HELD |
| Cambridge Advisors Inc. | $417.0K | 9,735 | 0.07% | 15q | HELD |
| Atria Investments, Inc | $407.1K | 9,503 | 0.00% | new | NEW |
| Stonebridge Financial Planning Group, LLC | $398.8K | 9,311 | 0.13% | 14q | HELD |
| DHJJ Financial Advisors, Ltd. | $398.8K | 9,310 | 0.11% | 12q | -1.6%-$6.4K |
| Keystone Wealth Services, LLC | $337.2K | 7,871 | 0.06% | 2q | HELD |
| BANK OF AMERICA CORP /DE/ | $331.6K | 7,742 | 0.00% | 4q | +48.7%+$108.6K |
| Foguth Wealth Management, LLC. | $325.5K | 7,578 | 0.04% | 8q | HELD |
| Sigma Planning Corp | $317.4K | 7,411 | 0.01% | 10q | HELD |
| Simplicity Wealth,LLC | $314.3K | 7,338 | 0.01% | new | NEW |
| Mutual Advisors, LLC | $312.5K | 7,296 | 0.01% | 5q | HELD |
| Kingsview Wealth Management, LLC | $258.7K | 6,039 | 0.00% | 3q | +2.5%+$6.3K |
| Arkadios Wealth Advisors | $253.9K | 5,928 | 0.00% | 12q | -31.2%-$115.1K |
| LVZ, Inc. | $253.1K | 5,908 | 0.03% | 11q | HELD |
| Alesco Advisors, LLC, An ESL Co | $249.5K | 5,825 | 0.01% | 7q | HELD |
| Pitti Group Wealth Management, LLC | $230.0K | 5,369 | 0.17% | 7q | -2.6%-$6.1K |
| Envestnet Portfolio Solutions, Inc. | $224.5K | 5,241 | 0.00% | new | NEW |
| TRUIST FINANCIAL CORP | $216.4K | 5,053 | 0.00% | 15q | HELD |
| Gallagher Fiduciary Advisors, LLC | $214.8K | 5,015 | 0.01% | new | NEW |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $208.6K | 4,871 | 0.00% | 9q | -48.0%-$192.7K |
| OLD MISSION CAPITAL LLC | $203.3K | 4,745 | 0.00% | 6q | -80.7%-$852.3K |
| BARCLAYS PLC | $158.4K | 3,699 | 0.00% | 8q | -12.1%-$21.8K |
| IFP Advisors, Inc | $154.5K | 3,606 | 0.00% | 15q | HELD |
| Farther Finance Advisors, LLC | $137.3K | 3,206 | 0.00% | new | NEW |
| AE Wealth Management LLC | $118.7K | 2,771 | 0.00% | 15q | HELD |
| JPMORGAN CHASE & CO | $117.4K | 2,745 | 0.00% | 7q | +67.2%+$47.2K |
| Wagner Wealth Management, LLC | $115.1K | 2,686 | 0.02% | 15q | HELD |
| MORGAN STANLEY | $99.2K | 2,316 | 0.00% | 8q | HELD |
| Steward Partners Investment Advisory, LLC | $98.5K | 2,300 | 0.00% | 11q | HELD |
| REAP Financial Group, LLC | $77.4K | 1,808 | 0.01% | 11q | -0.8% |
| ASSETMARK, INC | $70.7K | 1,651 | 0.00% | 10q | HELD |
| Capital Investment Advisory Services, LLC | $61.3K | 1,432 | 0.00% | 3q | +363.4%+$48.1K |
| Aptus Capital Advisors, LLC | $38.6K | 900 | 0.00% | 14q | -66.0%-$75.0K |
| IMG Wealth Management, Inc. | $20.6K | 480 | 0.01% | 7q | HELD |
| ROYAL BANK OF CANADA | $19.0K | 441 | 0.00% | 5q | +47.0%+$6.1K |
| Janney Montgomery Scott LLC | $14.6K | 341,786 | 0.03% | 15q | +2.2% |
| Smartleaf Asset Management LLC | $13.2K | 309 | 0.00% | 3q | HELD |
| Buck Wealth Strategies, LLC | $10.7K | 250 | 0.00% | new | NEW |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $9.3K | 218 | 0.00% | 4q | HELD |
| FWL INVESTMENT MANAGEMENT, LLC | $6.4K | 150 | 0.00% | 6q | HELD |
| LANARK FINANCIAL, INC. | $6.2K | 145 | 0.00% | 6q | HELD |
| BANK OF MONTREAL /CAN/ | $6.0K | 161 | 0.00% | new | NEW |
| Park Place Capital Corp | $5.5K | 128 | 0.00% | 2q | HELD |
| Cambridge Investment Research Advisors, Inc. | $2.5K | 59,110 | 0.00% | 18q | HELD |
| HRT FINANCIAL LP | $232 | 5,422 | 0.00% | new | NEW |
| CENTAURUS FINANCIAL, INC. | $191 | 4,451 | 0.01% | 17q | HELD |
| UBS Group AG | $86 | 2 | 0.00% | 2q | -99.5%-$18.6K |
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 |
|---|---|---|---|
| 2026-07-07 | 13G | First Trust Portfolios L.P.with 2 co-filers | 10.6% |
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 | 80 | $126.2M | 2,945,022 | 11 | 20 | 21 | 0.0% |
| Q1 2026 | 79 | $105.9M | 2,625,608 | 7 | 17 | 27 | 0.0% |
| Q4 2025 | 76 | $108.5M | 2,649,897 | 6 | 9 | 36 | 0.0% |
| Q3 2025 | 80 | $119.0M | 2,967,312 | 6 | 15 | 33 | 0.0% |
| Q2 2025 | 79 | $99.4M | 2,558,618 | 11 | 9 | 31 | 0.0% |
| Q1 2025 | 73 | $148.4M | 4,033,425 | 7 | 15 | 25 | 0.0% |
| Q4 2024 | 80 | $159.8M | 4,284,952 | 15 | 14 | 30 | 0.0% |
| Q3 2024 | 71 | $188.5M | 5,126,023 | 9 | 9 | 33 | 0.0% |
| Q2 2024 | 66 | $180.3M | 4,998,699 | 8 | 6 | 33 | 0.0% |
| Q1 2024 | 68 | $196.8M | 5,581,215 | 10 | 22 | 19 | 0.0% |
| Q4 2023 | 67 | $200.4M | 5,884,010 | 10 | 18 | 26 | 0.0% |
| Q3 2023 | 61 | $176.1M | 5,353,729 | 5 | 5 | 36 | 0.0% |
| Q2 2023 | 62 | $173.4M | 5,314,638 | 6 | 11 | 23 | 0.0% |
| Q1 2023 | 60 | $205.6M | 6,586,595 | 20 | 23 | 13 | 0.0% |
| Q4 2022 | 40 | $172.7M | 5,802,369 | 21 | 10 | 9 | 0.0% |
| Q3 2022 | 28 | $65.8M | 2,384,823 | 6 | 8 | 9 | 0.0% |
| Q2 2022 | 26 | $50.9M | 1,822,434 | 11 | 11 | 4 | 0.0% |
| Q1 2022 | 16 | $42.6M | 1,402,763 | 14 | 1 | 0 | 0.0% |
| Q4 2021 | 7 | $3.7M | 120,276 | 7 | 0 | 0 | 0.0% |