FIRST TR EXCHNG TRADED FD VI (XJUN)
Institutional ownership reported to the SEC as of Q2 2026, across 20 quarters.
68
Reporting holders
$102.9M
Reported value
0.0%
Held as options
-4
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 |
|---|---|---|---|---|---|
| OSAIC HOLDINGS, INC. | $14.5M | 326,330 | 0.02% | 20q | +3.1%+$431.6K |
| Legacy Edge Advisors, LLC | $12.4M | 288,609 | 0.68% | 4q | +90.6%+$5.9M |
| Kestra Advisory Services, LLC | $10.9M | 245,183 | 0.04% | 16q | -14.3%-$1.8M |
| COMMONWEALTH EQUITY SERVICES, LLC | $10.8M | 243,520 | 0.01% | 17q | +1.2%+$127.4K |
| Cetera Investment Advisers | $10.2M | 230,243 | 0.01% | 18q | -34.2%-$5.3M |
| Sequent Planning LLC | $4.9M | 109,970 | 1.04% | 9q | +479.9%+$4.0M |
| Mutual Advisors, LLC | $4.1M | 92,180 | 0.08% | 13q | -4.1%-$174.2K |
| Arax Advisory Partners | $3.2M | 72,486 | 0.02% | new | NEW |
| LPL Financial LLC | $2.2M | 49,507 | 0.00% | 12q | -5.9%-$136.7K |
| OLD MISSION CAPITAL LLC | $1.9M | 42,732 | 0.03% | 4q | -3.2%-$62.3K |
| Waverly Advisors, LLC | $1.9M | 42,220 | 0.01% | 3q | -1.3%-$24.4K |
| ENVESTNET ASSET MANAGEMENT INC | $1.6M | 36,725 | 0.00% | 17q | -85.7%-$9.8M |
| Mariner, LLC | $1.2M | 27,267 | 0.00% | 15q | +8.6%+$96.3K |
| WEALTHGARDEN F.S. LLC | $1.2M | 27,223 | 0.69% | 9q | HELD |
| HARBOUR INVESTMENTS, INC. | $1.2M | 26,495 | 0.02% | 14q | -10.0%-$131.2K |
| First Heartland Consultants, Inc. | $1.1M | 25,522 | 0.07% | 16q | HELD |
| Diversify Advisory Services, LLC | $1.1M | 25,088 | 0.02% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $1.1M | 25,088 | 0.02% | 2q | -1.6%-$18.2K |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $1.0M | 23,011 | 0.13% | 17q | -1.5%-$15.6K |
| JANE STREET GROUP, LLC | $994.7K | 22,389 | 0.00% | new | NEW |
| Steward Partners Investment Advisory, LLC | $875.5K | 19,705 | 0.00% | 14q | -2.5%-$22.2K |
| 1776 Wealth LLC | $774.5K | 17,431 | 0.27% | 13q | HELD |
| CARY STREET PARTNERS FINANCIAL LLC | $769.9K | 17,329 | 0.02% | 7q | -8.7%-$73.3K |
| QTR Family Wealth, LLC | $738.6K | 16,624 | 0.26% | 6q | HELD |
| IFP Advisors, Inc | $728.3K | 16,392 | 0.01% | 3q | -21.2%-$196.1K |
| Diligent Investors, LLC | $640.7K | 14,420 | 0.14% | 9q | +11.6%+$66.6K |
| MML INVESTORS SERVICES, LLC | $613.2K | 13,801 | 0.00% | 12q | -14.6%-$104.5K |
| Chicago Partners Investment Group LLC | $536.9K | 12,135 | 0.01% | 13q | HELD |
| Pitti Group Wealth Management, LLC | $534.3K | 12,025 | 0.39% | 7q | HELD |
| Grant Street Asset Management, Inc. | $464.9K | 10,464 | 0.08% | 17q | HELD |
| SageGuard Financial Group, LLC | $456.4K | 10,272 | 0.06% | 3q | -2.0%-$9.4K |
| PFS Partners, LLC | $439.3K | 9,887 | 0.18% | 9q | +14.9%+$56.9K |
| Keel Point, LLC | $406.0K | 9,137 | 0.02% | 4q | -21.5%-$110.9K |
| SILVER OAK SECURITIES, INCORPORATED | $400.8K | 9,022 | 0.02% | 8q | -18.2%-$89.0K |
| Icon Wealth Advisors, LLC | $396.9K | 8,934 | 0.02% | 11q | HELD |
| INDEPENDENT FINANCIAL GROUP, LLC | $370.4K | 8,336 | 0.01% | 6q | HELD |
| Castle Rock Wealth Management, LLC | $364.7K | 8,218 | 0.07% | 5q | HELD |
| Foguth Wealth Management, LLC. | $363.7K | 8,199 | 0.04% | 7q | -30.7%-$160.8K |
| Cambridge Advisors Inc. | $357.4K | 8,045 | 0.06% | 16q | +0.8%+$2.9K |
| Millington Financial Advisors, LLC | $353.9K | 7,968 | 0.14% | 12q | -2.3%-$8.3K |
| LVZ, Inc. | $348.6K | 7,846 | 0.04% | 5q | +53.0%+$120.8K |
| Kingsview Wealth Management, LLC | $347.1K | 7,812 | 0.00% | 11q | +18.8%+$55.0K |
| HBK Sorce Advisory LLC | $329.7K | 7,311 | 0.01% | 16q | HELD |
| GOLDMAN SACHS GROUP INC | $329.1K | 7,407 | 0.00% | new | NEW |
| REAP Financial Group, LLC | $321.4K | 7,234 | 0.05% | 11q | -8.1%-$28.3K |
| Main Street Financial Solutions, LLC | $292.6K | 6,586 | 0.02% | 17q | -2.4%-$7.1K |
| Benson Wealth Management INC | $283.6K | 6,383 | 0.29% | 3q | -64.4%-$512.2K |
| Lakeridge Wealth Management LLC | $275.7K | 6,205 | 0.10% | 11q | HELD |
| Brookstone Capital Management | $246.9K | 5,557 | 0.00% | 9q | -19.7%-$60.6K |
| CAPTRUST FINANCIAL ADVISORS | $221.2K | 4,978 | 0.00% | 14q | -41.5%-$156.8K |
| UPTICK PARTNERS, LLC | $216.2K | 4,867 | 0.03% | new | NEW |
| DHJJ Financial Advisors, Ltd. | $205.0K | 4,615 | 0.06% | 12q | +9.3%+$17.4K |
| AE Wealth Management LLC | $204.6K | 4,605 | 0.00% | 13q | -4.3%-$9.3K |
| Pinnacle Wealth Planning Services, Inc. | $189.1K | 4,255 | 0.02% | 3q | HELD |
| Farther Finance Advisors, LLC | $177.7K | 4,000 | 0.00% | new | NEW |
| Integrity Financial Corp /WA | $163.5K | 3,681 | 0.08% | 17q | HELD |
| BARCLAYS PLC | $145.2K | 3,268 | 0.00% | 8q | -17.4%-$30.7K |
| IMG Wealth Management, Inc. | $134.2K | 3,020 | 0.07% | 7q | -50.0%-$134.1K |
| MORGAN STANLEY | $60.1K | 1,353 | 0.00% | 5q | HELD |
| Smartleaf Asset Management LLC | $34.4K | 777 | 0.00% | 2q | HELD |
| Global Retirement Partners, LLC | $32.5K | 732 | 0.00% | 5q | HELD |
| Ashton Thomas Private Wealth, LLC | $30.3K | 681 | 0.00% | 9q | HELD |
| Continuum Advisory, LLC | $26.6K | 599 | 0.00% | new | NEW |
| Capital Investment Advisory Services, LLC | $11.0K | 248 | 0.00% | 2q | -78.2%-$39.6K |
| Allworth Financial LP | $8.0K | 181 | 0.00% | 7q | HELD |
| ROYAL BANK OF CANADA | $7.0K | 148 | 0.00% | 13q | HELD |
| LM Advisors LLC | $4.1K | 92,063 | 0.47% | 11q | +2199.9%+$3.9K |
| COMPASS FINANCIAL MANAGEMENT LLC | $1.6K | 35 | 0.00% | new | FIRST |
| Cambridge Investment Research Advisors, Inc. | $954 | 21,466 | 0.00% | 17q | +6.4% |
| HRT FINANCIAL LP | $641 | 14,445 | 0.00% | new | NEW |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $622 | 14 | 0.00% | 2q | HELD |
| Janney Montgomery Scott LLC | $282 | 6,350 | 0.00% | 13q | +3.3% |
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/A | First Trust Portfolios L.P.with 2 co-filers | 0.9% |
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 | 68 | $102.9M | 2,324,530 | 7 | 11 | 28 | 0.0% |
| Q1 2026 | 72 | $110.1M | 2,562,440 | 11 | 6 | 26 | 0.0% |
| Q4 2025 | 69 | $99.6M | 2,320,472 | 6 | 8 | 27 | 0.0% |
| Q3 2025 | 64 | $82.0M | 1,949,194 | 6 | 14 | 24 | 0.0% |
| Q2 2025 | 68 | $80.0M | 1,950,341 | 9 | 12 | 27 | 0.0% |
| Q1 2025 | 68 | $78.9M | 2,050,787 | 5 | 9 | 30 | 0.0% |
| Q4 2024 | 73 | $91.9M | 2,380,407 | 14 | 11 | 24 | 0.0% |
| Q3 2024 | 63 | $101.9M | 2,681,289 | 9 | 19 | 16 | 0.0% |
| Q2 2024 | 59 | $94.1M | 2,600,610 | 11 | 10 | 21 | 0.0% |
| Q1 2024 | 57 | $108.2M | 2,987,775 | 3 | 12 | 28 | 0.0% |
| Q4 2023 | 71 | $150.3M | 4,277,271 | 10 | 11 | 30 | 0.0% |
| Q3 2023 | 67 | $171.7M | 5,181,900 | 11 | 25 | 21 | 0.0% |
| Q2 2023 | 62 | $175.5M | 5,265,092 | 31 | 13 | 12 | 0.0% |
| Q1 2023 | 37 | $97.3M | 3,041,171 | 8 | 8 | 12 | 0.0% |
| Q4 2022 | 36 | $87.0M | 2,839,373 | 7 | 12 | 10 | 0.0% |
| Q3 2022 | 34 | $94.7M | 3,253,373 | 13 | 16 | 1 | 0.0% |
| Q2 2022 | 23 | $48.9M | 1,657,580 | 18 | 3 | 1 | 0.0% |
| Q1 2022 | 8 | $5.5M | 180,195 | 4 | 3 | 0 | 0.0% |
| Q4 2021 | 7 | $3.4M | 112,325 | 1 | 2 | 2 | 0.0% |
| Q3 2021 | 8 | $3.4M | 113,544 | 8 | 0 | 0 | 0.0% |