FIRST TR EXCHNG TRADED FD VI (YJUN)
Institutional ownership reported to the SEC as of Q2 2026, across 21 quarters.
65
Reporting holders
$67.4M
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 | $8.5M | 318,805 | 0.01% | 16q | +8.3%+$657.4K |
| RAYMOND JAMES FINANCIAL INC | $7.7M | 286,708 | 0.00% | 7q | -53.7%-$8.9M |
| COMMONWEALTH EQUITY SERVICES, LLC | $4.5M | 169,766 | 0.01% | 20q | -70.1%-$10.7M |
| Maltin Wealth Management, Inc. | $4.3M | 160,766 | 1.44% | 17q | -2.7%-$117.7K |
| Grant Street Asset Management, Inc. | $3.0M | 111,886 | 0.49% | 16q | -6.9%-$223.9K |
| US BANCORP \DE\ | $3.0M | 110,940 | 0.00% | 4q | -9.5%-$311.8K |
| OSAIC HOLDINGS, INC. | $2.8M | 106,187 | 0.00% | 20q | -31.9%-$1.3M |
| LPL Financial LLC | $2.8M | 103,308 | 0.00% | 6q | +638.8%+$2.4M |
| Sequent Planning LLC | $2.4M | 87,809 | 0.50% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.7M | 64,479 | 0.00% | 8q | -3.2%-$56.5K |
| Financial Engines Advisors L.L.C. | $1.7M | 64,440 | 0.00% | 5q | -35.9%-$967.7K |
| Kestra Advisory Services, LLC | $1.6M | 61,055 | 0.01% | 12q | -4.1%-$70.3K |
| SILVER OAK SECURITIES, INCORPORATED | $1.6M | 60,492 | 0.10% | 8q | -14.0%-$264.3K |
| IFP Advisors, Inc | $1.3M | 48,400 | 0.02% | 20q | +1.2%+$15.0K |
| Cypress Wealth Services, LLC | $1.3M | 47,519 | 0.16% | 4q | HELD |
| Ignite Planners, LLC | $1.2M | 43,637 | 0.16% | 8q | +1.6%+$18.2K |
| Csenge Advisory Group | $1.2M | 42,984 | 0.05% | new | NEW |
| NorthCrest Asset Manangement, LLC | $1.1M | 39,564 | 0.03% | 9q | +12.8%+$120.1K |
| Main Street Financial Solutions, LLC | $1.0M | 37,844 | 0.07% | 17q | HELD |
| WEALTHGARDEN F.S. LLC | $980.7K | 36,594 | 0.56% | 9q | HELD |
| Orion Porfolio Solutions, LLC | $977.9K | 36,487 | 0.01% | 10q | -56.2%-$1.3M |
| HARBOUR INVESTMENTS, INC. | $779.1K | 29,072 | 0.01% | 15q | +24.0%+$150.8K |
| SECURED RETIREMENT ADVISORS, LLC | $744.8K | 27,791 | 0.38% | 11q | -10.9%-$90.9K |
| OPPENHEIMER & CO INC | $673.7K | 25,139 | 0.01% | 14q | -11.7%-$89.5K |
| SOA Wealth Advisors, LLC. | $608.1K | 22,692 | 0.10% | 13q | +3.0%+$17.6K |
| ENVESTNET ASSET MANAGEMENT INC | $586.1K | 21,868 | 0.00% | 13q | +9.6%+$51.6K |
| Diligent Investors, LLC | $573.5K | 21,400 | 0.13% | 5q | +105.8%+$294.8K |
| EP Wealth Advisors, LLC | $501.3K | 18,704 | 0.00% | 4q | -6.7%-$36.2K |
| Nvest Financial, LLC | $499.0K | 18,621 | 0.16% | 7q | HELD |
| Visionary Wealth Advisors | $479.9K | 17,908 | 0.02% | 12q | HELD |
| Kovack Advisors, Inc. | $432.3K | 16,158 | 0.02% | new | NEW |
| Avidian Wealth Enterprises, LLC | $420.8K | 15,702 | 0.01% | 12q | +1.4%+$5.8K |
| Mariner, LLC | $420.8K | 15,700 | 0.00% | 5q | -8.9%-$41.1K |
| KINGSWOOD WEALTH ADVISORS, LLC | $419.1K | 15,638 | 0.02% | 8q | -5.0%-$21.9K |
| DHJJ Financial Advisors, Ltd. | $415.9K | 15,520 | 0.12% | 12q | +28.9%+$93.2K |
| Steward Partners Investment Advisory, LLC | $413.3K | 15,423 | 0.00% | 13q | -3.1%-$13.4K |
| Prospera Financial Services Inc | $383.0K | 14,291 | 0.01% | 12q | +8.4%+$29.7K |
| BFI Wealth Solutions, LLC | $373.6K | 13,939 | 0.28% | 2q | +12.1%+$40.2K |
| FORTRESS PRIVATE LEDGER, LLC | $343.4K | 12,815 | 0.09% | 7q | -3.8%-$13.6K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $327.0K | 51,633 | 0.00% | 5q | +12.7%+$37.0K |
| WINNACLE WEALTH LLC | $320.7K | 11,966 | 0.22% | 4q | -2.1%-$6.8K |
| Prosperity Consulting Group, LLC | $297.6K | 11,104 | 0.01% | 13q | HELD |
| KINTRA WEALTH, LLC | $282.9K | 10,257 | 0.01% | 2q | +3.9%+$10.7K |
| OneDigital Investment Advisors LLC | $276.0K | 10,300 | 0.00% | 12q | HELD |
| Integrity Financial Corp /WA | $266.9K | 9,959 | 0.13% | 9q | -18.0%-$58.7K |
| CreativeOne Wealth, LLC | $259.7K | 9,692 | 0.01% | new | NEW |
| Arkadios Wealth Advisors | $254.3K | 9,490 | 0.00% | 11q | HELD |
| Luken Investment Analytics, LLC | $244.9K | 9,139 | 0.09% | 4q | +65178.6%+$244.5K |
| Farther Finance Advisors, LLC | $227.9K | 8,507 | 0.00% | 5q | +29.2%+$51.5K |
| Rockefeller Capital Management L.P. | $220.8K | 8,240 | 0.00% | 4q | -2.8%-$6.3K |
| Pinnacle Wealth Planning Services, Inc. | $213.1K | 7,950 | 0.02% | 3q | -11.2%-$26.8K |
| Capital Investment Advisory Services, LLC | $178.9K | 6,675 | 0.01% | 11q | -9.5%-$18.7K |
| FIDUCIARY FINANCIAL ADVISORS | $158.8K | 5,924 | 0.02% | new | NEW |
| AE Wealth Management LLC | $42.7K | 1,593 | 0.00% | 7q | -13.5%-$6.7K |
| Fairman Group, LLC | $29.2K | 1,091 | 0.02% | 11q | HELD |
| LANARK FINANCIAL, INC. | $24.8K | 925 | 0.00% | new | NEW |
| Noble Wealth Management PBC | $24.1K | 898 | 0.01% | 6q | HELD |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $16.9K | 632 | 0.00% | 8q | -13.1%-$2.5K |
| Decker Retirement Planning Inc. | $16.5K | 614 | 0.01% | 5q | HELD |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $7.9K | 295 | 0.00% | new | NEW |
| MORGAN STANLEY | $6.7K | 249 | 0.00% | 3q | HELD |
| Cambridge Investment Research Advisors, Inc. | $3.7K | 139,674 | 0.00% | 17q | -2.8% |
| Park Square Financial Group, LLC | $2.6K | 98 | 0.02% | new | NEW |
| JPMORGAN CHASE & CO | $1.8K | 67 | 0.00% | new | NEW |
| Global Retirement Partners, LLC | $1.4K | 53 | 0.00% | 3q | -1.9% |
| PARK AVENUE SECURITIES LLC | $642 | 23,973 | 0.00% | 8q | +39.6% |
| Smartleaf Asset Management LLC | $214 | 8 | 0.00% | 3q | HELD |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | $165 | 6,168 | 0.04% | 4q | HELD |
| HAZLETT, BURT & WATSON, INC. | $2 | 71 | 0.00% | 7q | HELD |
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 |
|---|---|---|---|
| 2026-07-17 | 13G/A | First Trust Portfolios L.P.with 2 co-filers | 28.5% |
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 | 65 | $67.4M | 2,555,410 | 9 | 17 | 26 | 0.0% |
| Q1 2026 | 65 | $82.5M | 3,237,096 | 5 | 8 | 29 | 0.0% |
| Q4 2025 | 66 | $111.7M | 4,354,956 | 4 | 10 | 28 | 0.0% |
| Q3 2025 | 67 | $94.2M | 3,759,483 | 10 | 21 | 22 | 0.0% |
| Q2 2025 | 60 | $87.3M | 3,566,946 | 16 | 22 | 16 | 0.0% |
| Q1 2025 | 54 | $89.7M | 3,955,687 | 4 | 8 | 27 | 0.0% |
| Q4 2024 | 58 | $105.6M | 4,889,616 | 6 | 16 | 19 | 0.0% |
| Q3 2024 | 58 | $106.4M | 4,651,937 | 16 | 14 | 12 | 0.0% |
| Q2 2024 | 47 | $108.1M | 4,945,858 | 6 | 11 | 16 | 0.0% |
| Q1 2024 | 48 | $116.7M | 5,265,175 | 6 | 13 | 14 | 0.0% |
| Q4 2023 | 54 | $120.5M | 5,678,395 | 10 | 16 | 12 | 0.0% |
| Q3 2023 | 50 | $76.8M | 3,892,220 | 18 | 21 | 4 | 0.0% |
| Q2 2023 | 34 | $49.9M | 2,438,283 | 13 | 8 | 9 | 0.0% |
| Q1 2023 | 28 | $57.6M | 2,873,765 | 10 | 9 | 4 | 0.0% |
| Q4 2022 | 19 | $36.3M | 1,961,364 | 5 | 5 | 4 | 0.0% |
| Q3 2022 | 21 | $36.3M | 2,204,749 | 6 | 9 | 2 | 0.0% |
| Q2 2022 | 15 | $19.2M | 1,090,696 | 8 | 2 | 2 | 0.0% |
| Q1 2022 | 8 | $4.4M | 226,024 | 1 | 5 | 0 | 0.0% |
| Q4 2021 | 10 | $5.8M | 289,114 | 3 | 2 | 2 | 0.0% |
| Q3 2021 | 8 | $5.7M | 283,869 | 7 | 0 | 0 | 0.0% |
| Q2 2021 | 1 | $672.0K | 33,500 | 1 | 0 | 0 | 0.0% |