FIRST TR EXCHNG TRADED FD VI (XMAR)
Institutional ownership reported to the SEC as of Q2 2026, across 15 quarters.
67
Reporting holders
$112.8M
Reported value
0.0%
Held as options
+0
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 |
|---|---|---|---|---|---|
| Cetera Investment Advisers | $12.8M | 299,663 | 0.01% | 14q | +32.1%+$3.1M |
| PFS Partners, LLC | $12.2M | 285,666 | 4.94% | 14q | -2.6%-$325.9K |
| OSAIC HOLDINGS, INC. | $10.7M | 250,907 | 0.01% | 14q | -5.3%-$601.9K |
| COMMONWEALTH EQUITY SERVICES, LLC | $9.1M | 212,913 | 0.01% | 14q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $9.1M | 212,872 | 0.00% | 14q | +290.1%+$6.8M |
| Aptus Capital Advisors, LLC | $6.2M | 145,685 | 0.04% | 13q | -2.5%-$162.3K |
| Financial Guidance Group, Inc. | $6.2M | 145,685 | 2.33% | 10q | -2.5%-$162.3K |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $4.5M | 104,976 | 0.56% | 14q | HELD |
| Kestra Advisory Services, LLC | $4.1M | 95,777 | 0.01% | 14q | -20.9%-$1.1M |
| Foundations Investment Advisors, LLC | $3.1M | 72,118 | 0.03% | 13q | -1.9%-$59.0K |
| REAP Financial Group, LLC | $2.4M | 56,181 | 0.41% | 11q | -4.7%-$118.3K |
| LPL Financial LLC | $2.2M | 52,066 | 0.00% | 12q | -7.6%-$183.5K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $2.0M | 47,915 | 0.02% | 14q | -8.0%-$177.5K |
| MML INVESTORS SERVICES, LLC | $1.9M | 43,368 | 0.00% | 14q | +54.5%+$653.5K |
| HARBOUR INVESTMENTS, INC. | $1.7M | 40,513 | 0.02% | 14q | -10.3%-$197.9K |
| INSIGNEO ADVISORY SERVICES, LLC | $1.6M | 38,505 | 0.06% | 14q | HELD |
| FIRST TRUST ADVISORS LP | $1.6M | 36,626 | 0.00% | 5q | HELD |
| HBK Sorce Advisory LLC | $1.4M | 32,422 | 0.03% | 14q | -3.4%-$49.3K |
| World Investment Advisors | $1.4M | 31,785 | 0.02% | 2q | -1.4%-$19.7K |
| CreativeOne Wealth, LLC | $1.3M | 30,189 | 0.03% | 8q | +53.9%+$451.8K |
| Arkadios Wealth Advisors | $1.3M | 29,459 | 0.02% | 14q | HELD |
| Brookstone Capital Management | $1.2M | 27,461 | 0.01% | 14q | -3.0%-$36.7K |
| Octavia Wealth Advisors, LLC | $1.0M | 23,422 | 0.09% | 14q | HELD |
| Diversify Advisory Services, LLC | $996.1K | 23,275 | 0.02% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $996.1K | 23,275 | 0.02% | 2q | -2.9%-$30.2K |
| Signal Advisors Wealth, LLC | $915.1K | 21,414 | 0.05% | new | NEW |
| Mutual Advisors, LLC | $897.5K | 21,002 | 0.02% | 14q | -3.1%-$28.8K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $747.7K | 17,497 | 0.00% | 4q | -45.3%-$619.6K |
| Mariner, LLC | $641.1K | 15,002 | 0.00% | 9q | +15.8%+$87.6K |
| CARY STREET PARTNERS FINANCIAL LLC | $605.5K | 14,169 | 0.01% | 7q | -12.0%-$82.8K |
| SILVER OAK SECURITIES, INCORPORATED | $541.7K | 12,675 | 0.03% | 14q | +26.5%+$113.5K |
| QTR Family Wealth, LLC | $490.6K | 11,481 | 0.17% | 6q | -0.5%-$2.5K |
| Summit Financial, LLC | $475.6K | 11,128 | 0.01% | new | NEW |
| Merit Financial Group, LLC | $473.6K | 11,082 | 0.00% | 2q | +100.0%+$236.8K |
| Sequent Planning LLC | $469.1K | 10,976 | 0.10% | 10q | +63.6%+$182.4K |
| SageGuard Financial Group, LLC | $457.1K | 10,696 | 0.06% | 3q | -0.9%-$4.2K |
| Atria Investments, Inc | $447.6K | 10,474 | 0.00% | new | NEW |
| HBW ADVISORY SERVICES LLC | $386.1K | 9,035 | 0.03% | 9q | HELD |
| Steward Partners Investment Advisory, LLC | $381.4K | 8,925 | 0.00% | 14q | HELD |
| First Heartland Consultants, Inc. | $315.3K | 7,377 | 0.02% | 10q | -55.7%-$396.6K |
| Cresset Asset Management, LLC | $288.2K | 6,744 | 0.00% | 10q | HELD |
| Regal Investment Advisors LLC | $286.5K | 6,704 | 0.01% | 5q | -3.3%-$9.8K |
| INDEPENDENT FINANCIAL GROUP, LLC | $262.4K | 6,139 | 0.00% | 6q | HELD |
| Triumph Capital Management | $256.4K | 6,000 | 0.05% | 10q | HELD |
| Envestnet Portfolio Solutions, Inc. | $242.0K | 5,663 | 0.00% | new | NEW |
| Gallagher Fiduciary Advisors, LLC | $231.5K | 5,416 | 0.01% | new | NEW |
| Stonebridge Financial Planning Group, LLC | $230.8K | 5,400 | 0.07% | 5q | HELD |
| FSB PREMIER WEALTH MANAGEMENT, INC. | $229.3K | 5,366 | 0.06% | 5q | HELD |
| IMG Wealth Management, Inc. | $226.5K | 5,300 | 0.13% | 7q | -48.5%-$213.7K |
| Nvest Financial, LLC | $206.2K | 4,825 | 0.07% | new | NEW |
| BARCLAYS PLC | $196.1K | 4,589 | 0.00% | 8q | -8.2%-$17.4K |
| DHJJ Financial Advisors, Ltd. | $157.6K | 3,688 | 0.05% | 12q | HELD |
| FIFTH THIRD BANCORP | $155.7K | 3,643 | 0.00% | 2q | HELD |
| Tanglewood Legacy Advisors, LLC | $141.0K | 3,300 | 0.05% | 10q | HELD |
| Benson Wealth Management INC | $106.8K | 2,500 | 0.11% | 3q | HELD |
| Capital Investment Advisory Services, LLC | $85.1K | 1,992 | 0.01% | 3q | +154.7%+$51.7K |
| BANK OF MONTREAL /CAN/ | $48.5K | 1,381 | 0.00% | new | NEW |
| IFP Advisors, Inc | $41.8K | 978 | 0.00% | 14q | HELD |
| Smartleaf Asset Management LLC | $39.4K | 925 | 0.00% | 3q | HELD |
| LANARK FINANCIAL, INC. | $35.9K | 840 | 0.00% | 6q | HELD |
| Integrity Financial Corp /WA | $30.4K | 712 | 0.01% | 9q | HELD |
| Ashton Thomas Private Wealth, LLC | $29.1K | 680 | 0.00% | 2q | HELD |
| MORGAN STANLEY | $21.8K | 511 | 0.00% | 9q | HELD |
| IFG Advisory, LLC | $21.0K | 492 | 0.00% | new | NEW |
| AE Wealth Management LLC | $12.3K | 288 | 0.00% | 7q | HELD |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $9.7K | 226 | 0.00% | 2q | HELD |
| UBS Group AG | $4.0K | 93 | 0.00% | new | NEW |
| LM Advisors LLC | $656 | 15,380 | 0.08% | 11q | +2400.8% |
| Janney Montgomery Scott LLC | $453 | 10,600 | 0.00% | 13q | HELD |
| Cambridge Investment Research Advisors, Inc. | $274 | 6,403 | 0.00% | 13q | -5.2% |
| HRT FINANCIAL LP | $274 | 6,413 | 0.00% | new | NEW |
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 | 15.2% |
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 | 67 | $112.8M | 2,640,052 | 10 | 9 | 23 | 0.0% |
| Q1 2026 | 67 | $101.1M | 2,494,634 | 10 | 9 | 28 | 0.0% |
| Q4 2025 | 68 | $122.3M | 3,062,986 | 5 | 12 | 34 | 0.0% |
| Q3 2025 | 68 | $120.0M | 3,061,646 | 2 | 12 | 27 | 0.0% |
| Q2 2025 | 69 | $117.1M | 3,057,097 | 10 | 18 | 20 | 0.0% |
| Q1 2025 | 67 | $105.5M | 2,871,306 | 8 | 8 | 33 | 0.0% |
| Q4 2024 | 67 | $107.9M | 2,980,479 | 12 | 7 | 28 | 0.0% |
| Q3 2024 | 64 | $120.7M | 3,399,897 | 8 | 7 | 29 | 0.0% |
| Q2 2024 | 62 | $126.1M | 3,646,715 | 15 | 18 | 16 | 0.0% |
| Q1 2024 | 53 | $114.3M | 3,398,467 | 11 | 13 | 21 | 0.0% |
| Q4 2023 | 54 | $120.6M | 3,668,151 | 2 | 5 | 31 | 0.0% |
| Q3 2023 | 53 | $112.5M | 3,555,066 | 7 | 10 | 18 | 0.0% |
| Q2 2023 | 50 | $116.9M | 3,716,996 | 21 | 24 | 3 | 0.0% |
| Q1 2023 | 33 | $48.4M | 1,595,192 | 33 | 0 | 0 | 0.0% |
| Q3 2022 | 1 | $387.3K | 12,242 | 1 | 0 | 0 | 0.0% |