FIRST TR EXCHNG TRADED FD VI (XJAN)
Institutional ownership reported to the SEC as of Q2 2026, across 10 quarters.
33
Reporting holders
$23.7M
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 |
|---|---|---|---|---|---|
| Ashton Thomas Private Wealth, LLC | $3.2M | 83,010 | 0.07% | 6q | +1.0%+$30.6K |
| LexAurum Advisors, LLC | $2.9M | 75,837 | 0.34% | 2q | HELD |
| KRAEMATON INVESTMENT ADVISORS, INC | $2.0M | 51,115 | 1.46% | 10q | -10.1%-$219.7K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.7M | 43,032 | 0.00% | 10q | +638.2%+$1.4M |
| Cetera Investment Advisers | $1.5M | 39,260 | 0.00% | 10q | +0.7%+$10.0K |
| Arkadios Wealth Advisors | $1.5M | 38,789 | 0.02% | 10q | -13.5%-$232.8K |
| OSAIC HOLDINGS, INC. | $1.3M | 35,105 | 0.00% | 10q | -7.0%-$102.2K |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.2M | 32,521 | 0.00% | 10q | -3.2%-$41.5K |
| Sequent Planning LLC | $1.2M | 31,870 | 0.26% | 10q | -16.3%-$238.0K |
| OLD MISSION CAPITAL LLC | $1.2M | 31,845 | 0.02% | 6q | +115.9%+$656.4K |
| Kestra Advisory Services, LLC | $1.0M | 27,048 | 0.00% | 10q | -2.3%-$24.2K |
| Sigma Planning Corp | $615.7K | 16,031 | 0.02% | 10q | HELD |
| Arax Advisory Partners | $490.2K | 12,765 | 0.00% | new | NEW |
| Mariner, LLC | $459.9K | 11,974 | 0.00% | 6q | +1.4%+$6.4K |
| Diligent Investors, LLC | $457.0K | 11,900 | 0.10% | 2q | HELD |
| LVZ, Inc. | $370.7K | 9,653 | 0.04% | 2q | HELD |
| PFS Partners, LLC | $345.8K | 9,005 | 0.14% | 10q | -7.4%-$27.6K |
| HARBOUR INVESTMENTS, INC. | $334.3K | 8,704 | 0.00% | 10q | -86.6%-$2.2M |
| LPL Financial LLC | $293.7K | 7,647 | 0.00% | 4q | -22.2%-$83.7K |
| ENVESTNET ASSET MANAGEMENT INC | $273.9K | 7,132 | 0.00% | 4q | +15.3%+$36.3K |
| Private Advisory Group LLC | $259.1K | 6,746 | 0.01% | new | NEW |
| Foundations Investment Advisors, LLC | $252.7K | 6,579 | 0.00% | 10q | -3.3%-$8.7K |
| MML INVESTORS SERVICES, LLC | $235.0K | 6,120 | 0.00% | new | NEW |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $128.6K | 3,348 | 0.02% | 2q | HELD |
| BARCLAYS PLC | $99.4K | 2,588 | 0.00% | 8q | HELD |
| Steward Partners Investment Advisory, LLC | $73.0K | 1,900 | 0.00% | 10q | -13.6%-$11.5K |
| Capital Investment Advisory Services, LLC | $56.8K | 1,480 | 0.00% | 10q | HELD |
| JPMORGAN CHASE & CO | $34.7K | 905 | 0.00% | new | NEW |
| Integrity Financial Corp /WA | $25.2K | 656 | 0.01% | 10q | -63.5%-$43.8K |
| DHJJ Financial Advisors, Ltd. | $17.2K | 448 | 0.00% | 9q | HELD |
| Smartleaf Asset Management LLC | $11.9K | 310 | 0.00% | 3q | HELD |
| UBS Group AG | $11.8K | 308 | 0.00% | new | NEW |
| Farther Finance Advisors, LLC | $7.9K | 205 | 0.00% | new | NEW |
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 | 33 | $23.7M | 615,836 | 6 | 6 | 12 | 0.0% |
| Q1 2026 | 31 | $25.4M | 704,107 | 5 | 13 | 8 | 0.0% |
| Q4 2025 | 30 | $17.8M | 482,190 | 3 | 2 | 21 | 0.0% |
| Q3 2025 | 32 | $33.7M | 936,794 | 6 | 6 | 12 | 0.0% |
| Q2 2025 | 26 | $23.3M | 668,594 | 2 | 8 | 5 | 0.0% |
| Q1 2025 | 29 | $18.0M | 543,653 | 6 | 11 | 6 | 0.0% |
| Q4 2024 | 26 | $21.4M | 634,621 | 3 | 7 | 5 | 0.0% |
| Q3 2024 | 32 | $40.3M | 1,214,893 | 6 | 6 | 11 | 0.0% |
| Q2 2024 | 32 | $44.7M | 1,374,918 | 8 | 5 | 11 | 0.0% |
| Q1 2024 | 26 | $51.2M | 1,611,506 | 25 | 0 | 0 | 0.0% |