FIRST TR EXCHNG TRADED FD VI (XFEB)
Institutional ownership reported to the SEC as of Q2 2026, across 10 quarters.
25
Reporting holders
$20.5M
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 |
|---|---|---|---|---|---|
| LPL Financial LLC | $4.1M | 108,458 | 0.00% | 3q | HELD |
| Diligent Investors, LLC | $2.6M | 69,902 | 0.58% | 10q | -0.6%-$17.1K |
| OSAIC HOLDINGS, INC. | $2.5M | 67,339 | 0.00% | 10q | +3.8%+$91.4K |
| COMMONWEALTH EQUITY SERVICES, LLC | $2.1M | 56,709 | 0.00% | 10q | -2.0%-$44.4K |
| Arkadios Wealth Advisors | $1.4M | 37,659 | 0.02% | 6q | -0.5%-$7.1K |
| Brookstone Capital Management | $1.1M | 29,333 | 0.01% | 6q | +9.6%+$95.8K |
| Kestra Advisory Services, LLC | $812.2K | 21,720 | 0.00% | 10q | -40.4%-$550.2K |
| Cetera Investment Advisers | $762.0K | 20,376 | 0.00% | 10q | +20.2%+$128.0K |
| Steward Partners Investment Advisory, LLC | $700.2K | 18,725 | 0.00% | 10q | -4.1%-$29.9K |
| LifeWealth Investments, LLC | $603.8K | 16,147 | 0.16% | 6q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $566.6K | 15,151 | 0.00% | 3q | +24.8%+$112.4K |
| HARBOUR INVESTMENTS, INC. | $509.8K | 13,633 | 0.01% | 10q | -16.7%-$102.3K |
| Harvest Investment Services, LLC | $480.3K | 12,843 | 0.07% | new | NEW |
| OneDigital Investment Advisors LLC | $449.7K | 12,025 | 0.00% | 10q | HELD |
| Sequent Planning LLC | $308.9K | 8,260 | 0.07% | 6q | +10.9%+$30.4K |
| UPTICK PARTNERS, LLC | $293.7K | 7,854 | 0.05% | 8q | HELD |
| PFS Partners, LLC | $275.8K | 7,375 | 0.11% | 10q | -4.2%-$12.2K |
| JPMORGAN CHASE & CO | $224.7K | 6,024 | 0.00% | new | NEW |
| BARCLAYS PLC | $207.2K | 5,542 | 0.00% | 8q | HELD |
| IFP Advisors, Inc | $177.9K | 4,758 | 0.00% | 3q | -50.0%-$177.9K |
| DHJJ Financial Advisors, Ltd. | $155.6K | 4,160 | 0.04% | 9q | -10.8%-$18.9K |
| Luken Investment Analytics, LLC | $126.7K | 3,387 | 0.04% | 6q | HELD |
| Integrity Financial Corp /WA | $33.9K | 907 | 0.02% | 10q | -36.6%-$19.6K |
| Farther Finance Advisors, LLC | $16.8K | 450 | 0.00% | new | NEW |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $3.7K | 100 | 0.00% | 2q | HELD |
| CX Institutional | $11 | 303 | 0.00% | 3q | HELD |
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 | 25 | $20.5M | 548,837 | 3 | 5 | 10 | 0.0% |
| Q1 2026 | 26 | $22.7M | 644,201 | 2 | 12 | 7 | 0.0% |
| Q4 2025 | 28 | $33.7M | 943,959 | 5 | 2 | 14 | 0.0% |
| Q3 2025 | 25 | $32.9M | 941,824 | 2 | 6 | 7 | 0.0% |
| Q2 2025 | 26 | $33.9M | 998,528 | 2 | 6 | 7 | 0.0% |
| Q1 2025 | 26 | $25.6M | 794,960 | 8 | 8 | 8 | 0.0% |
| Q4 2024 | 20 | $15.7M | 479,976 | 2 | 4 | 8 | 0.0% |
| Q3 2024 | 25 | $23.3M | 724,941 | 6 | 5 | 7 | 0.0% |
| Q2 2024 | 23 | $17.6M | 560,738 | 4 | 7 | 6 | 0.0% |
| Q1 2024 | 21 | $22.8M | 745,883 | 20 | 0 | 0 | 0.0% |