FIRST TR EXCHNG TRADED FD VI (XMAY)
Institutional ownership reported to the SEC as of Q2 2026, across 9 quarters.
20
Reporting holders
$11.9M
Reported value
0.0%
Held as options
+3
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 |
|---|---|---|---|---|---|
| Kestra Advisory Services, LLC | $3.3M | 91,284 | 0.01% | 9q | -1.1%-$36.6K |
| OSAIC HOLDINGS, INC. | $2.0M | 56,765 | 0.00% | 9q | +402.0%+$1.6M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $812.1K | 22,504 | 0.00% | 9q | -50.6%-$831.1K |
| COMMONWEALTH EQUITY SERVICES, LLC | $657.4K | 18,219 | 0.00% | 9q | -2.2%-$14.6K |
| Foundations Investment Advisors, LLC | $632.7K | 17,532 | 0.01% | 8q | -2.8%-$18.0K |
| Sequent Planning LLC | $520.1K | 14,413 | 0.11% | new | NEW |
| Apollon Wealth Management, LLC | $485.5K | 13,454 | 0.01% | 9q | HELD |
| LPL Financial LLC | $480.9K | 13,326 | 0.00% | 7q | -27.5%-$182.1K |
| Sigma Planning Corp | $454.2K | 12,587 | 0.01% | 5q | HELD |
| PFS Partners, LLC | $444.4K | 12,316 | 0.18% | 9q | +203.9%+$298.2K |
| Cetera Investment Advisers | $369.6K | 10,243 | 0.00% | 9q | +2.8%+$10.0K |
| Summit Financial, LLC | $369.2K | 10,231 | 0.00% | new | NEW |
| First Heartland Consultants, Inc. | $336.0K | 9,311 | 0.02% | 7q | -52.5%-$371.8K |
| BARCLAYS PLC | $253.3K | 7,018 | 0.00% | 8q | HELD |
| Diligent Investors, LLC | $240.0K | 6,650 | 0.05% | 9q | -2.9%-$7.2K |
| Ausdal Financial Partners, Inc. | $227.3K | 6,299 | 0.01% | new | NEW |
| WEALTHGARDEN F.S. LLC | $215.8K | 5,980 | 0.12% | new | NEW |
| DHJJ Financial Advisors, Ltd. | $62.1K | 1,720 | 0.02% | 8q | +100.7%+$31.1K |
| Ritter Daniher Financial Advisory LLC / DE | $11.5K | 320 | 0.00% | 3q | HELD |
| Farther Finance Advisors, LLC | $6.3K | 175 | 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 |
|---|---|---|---|
| 2026-07-30 | 13G | First Trust Portfolios L.P.with 2 co-filers | 6.3% |
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 | 20 | $11.9M | 330,347 | 5 | 4 | 7 | 0.0% |
| Q1 2026 | 17 | $12.1M | 346,487 | 0 | 4 | 8 | 0.0% |
| Q4 2025 | 22 | $14.4M | 412,647 | 3 | 2 | 10 | 0.0% |
| Q3 2025 | 19 | $14.5M | 431,330 | 0 | 4 | 9 | 0.0% |
| Q2 2025 | 24 | $15.0M | 449,585 | 6 | 13 | 3 | 0.0% |
| Q1 2025 | 22 | $8.4M | 265,368 | 3 | 4 | 6 | 0.0% |
| Q4 2024 | 31 | $24.8M | 786,132 | 13 | 6 | 4 | 0.0% |
| Q3 2024 | 20 | $13.4M | 433,123 | 5 | 2 | 7 | 0.0% |
| Q2 2024 | 20 | $32.6M | 1,079,897 | 20 | 0 | 0 | 0.0% |