FIRST TR EXCHNG TRADED FD VI (YMAR)
Institutional ownership reported to the SEC as of Q2 2026, across 22 quarters.
63
Reporting holders
$73.3M
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 |
|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | $10.8M | 378,377 | 0.01% | 21q | +41.7%+$3.2M |
| Modern Wealth Management, LLC | $10.4M | 362,437 | 0.12% | new | NEW |
| BIP Wealth, LLC | $8.9M | 308,886 | 0.25% | 2q | +3.4%+$295.0K |
| Spectrum Asset Management, Inc. (NB/CA) | $7.2M | 252,509 | 2.01% | 2q | +0.7%+$52.6K |
| RAYMOND JAMES FINANCIAL INC | $5.4M | 189,723 | 0.00% | 7q | -10.0%-$604.5K |
| Legacy Capital Wealth Partners, LLC | $4.6M | 162,062 | 0.88% | 9q | +1.5%+$68.8K |
| Cetera Investment Advisers | $3.3M | 114,004 | 0.00% | 14q | +4.4%+$137.3K |
| OSAIC HOLDINGS, INC. | $1.6M | 57,143 | 0.00% | 21q | -42.4%-$1.2M |
| LPL Financial LLC | $1.4M | 47,184 | 0.00% | 12q | -2.7%-$38.0K |
| SILVER OAK SECURITIES, INCORPORATED | $1.2M | 41,581 | 0.07% | 7q | +76.8%+$517.5K |
| Visionary Wealth Advisors | $1.2M | 40,201 | 0.05% | 14q | -1.5%-$17.2K |
| Kestra Advisory Services, LLC | $1.1M | 37,813 | 0.00% | 9q | -8.7%-$103.7K |
| OLD MISSION CAPITAL LLC | $986.8K | 34,435 | 0.02% | 5q | +21.1%+$171.7K |
| Ifrah Financial Services, Inc. | $896.3K | 31,277 | 0.22% | 13q | -0.7%-$6.0K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $874.5K | 30,417 | 0.00% | 7q | +2.7%+$22.7K |
| SOA Wealth Advisors, LLC. | $764.3K | 26,670 | 0.13% | 10q | +3.9%+$28.9K |
| Main Street Financial Solutions, LLC | $763.3K | 26,636 | 0.05% | 22q | HELD |
| Maia Wealth LLC | $615.4K | 21,475 | 0.09% | 2q | -0.8%-$4.8K |
| Fragasso Financial Advisors Inc | $583.7K | 20,368 | 0.03% | 18q | +1.0%+$5.5K |
| Crusonia Wealth Advisors LLC | $583.5K | 20,361 | 0.10% | 3q | HELD |
| Claro Advisors Inc. | $572.3K | 19,971 | 0.06% | 17q | -0.9%-$5.4K |
| Brookstone Capital Management | $535.4K | 18,685 | 0.01% | 8q | -8.7%-$50.8K |
| Avidian Wealth Enterprises, LLC | $494.9K | 17,269 | 0.01% | 9q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $491.1K | 17,136 | 0.00% | 2q | +73.1%+$207.4K |
| CITADEL ADVISORS LLC | $452.4K | 15,787 | 0.00% | 2q | -50.4%-$459.9K |
| Cresset Asset Management, LLC | $436.6K | 15,237 | 0.00% | 10q | HELD |
| OneDigital Investment Advisors LLC | $430.6K | 15,028 | 0.00% | 5q | HELD |
| Lionshead Wealth Management, LLC | $424.3K | 14,805 | 0.28% | 7q | -1.7%-$7.2K |
| Diligent Investors, LLC | $399.6K | 13,946 | 0.09% | 9q | HELD |
| Signature Equity Partners, LLC | $398.6K | 13,908 | 0.18% | 2q | -11.1%-$49.7K |
| Kovack Advisors, Inc. | $390.0K | 13,626 | 0.02% | 2q | -24.2%-$124.4K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $369.5K | 12,893 | 0.00% | 13q | HELD |
| CAPTRUST FINANCIAL ADVISORS | $369.0K | 12,877 | 0.00% | new | NEW |
| WINNACLE WEALTH LLC | $329.4K | 11,496 | 0.22% | 4q | -2.2%-$7.5K |
| EP Wealth Advisors, LLC | $317.3K | 11,074 | 0.00% | 4q | -8.3%-$28.7K |
| Spire Wealth Management | $314.9K | 10,988 | 0.01% | 14q | -8.3%-$28.7K |
| Grantvest Financial Group LLC | $312.8K | 10,917 | 0.18% | 5q | +21.7%+$55.9K |
| HBW ADVISORY SERVICES LLC | $310.2K | 10,824 | 0.03% | new | NEW |
| DHJJ Financial Advisors, Ltd. | $292.6K | 10,212 | 0.08% | 12q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $273.3K | 9,536 | 0.00% | new | NEW |
| Arkadios Wealth Advisors | $271.8K | 9,484 | 0.00% | 12q | -3.4%-$9.4K |
| Ignite Planners, LLC | $271.7K | 9,480 | 0.04% | 5q | +8.3%+$20.8K |
| Sloy Dahl & Holst, LLC | $243.6K | 8,500 | 0.03% | 6q | HELD |
| Balboa Wealth Partners | $213.1K | 7,438 | 0.03% | 2q | HELD |
| BFI Wealth Solutions, LLC | $200.6K | 7,000 | 0.15% | new | NEW |
| IFP Advisors, Inc | $187.8K | 6,552 | 0.00% | 21q | -17.6%-$40.0K |
| Rockefeller Capital Management L.P. | $149.1K | 5,203 | 0.00% | 4q | -27.4%-$56.3K |
| Farther Finance Advisors, LLC | $114.6K | 4,000 | 0.00% | 5q | HELD |
| Integrity Financial Corp /WA | $109.8K | 3,831 | 0.05% | 10q | -20.7%-$28.6K |
| HARBOUR INVESTMENTS, INC. | $94.6K | 3,300 | 0.00% | 21q | -11.5%-$12.3K |
| MERCER GLOBAL ADVISORS INC /ADV | $86.8K | 3,028 | 0.00% | new | NEW |
| FIDUCIARY FINANCIAL ADVISORS | $86.7K | 3,025 | 0.01% | new | NEW |
| Integrated Wealth Concepts LLC | $76.2K | 2,657 | 0.00% | new | NEW |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $65.9K | 2,298 | 0.00% | 8q | -1.7%-$1.1K |
| Buck Wealth Strategies, LLC | $35.0K | 1,220 | 0.00% | new | NEW |
| Steward Partners Investment Advisory, LLC | $28.7K | 1,000 | 0.00% | 18q | HELD |
| VIMA LLC | $13.6K | 476 | 0.01% | 3q | -99.4%-$2.2M |
| Ameritas Investment Partners, Inc. | $11.5K | 400 | 0.00% | new | NEW |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $11.5K | 400 | 0.00% | 2q | HELD |
| MORGAN STANLEY | $5.9K | 206 | 0.00% | new | NEW |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | $4.4K | 153,873 | 1.09% | 5q | HELD |
| Cambridge Investment Research Advisors, Inc. | $3.2K | 111,086 | 0.00% | 14q | HELD |
| LM Advisors LLC | $1.6K | 54,859 | 0.18% | 9q | +3383.1%+$1.5K |
| Janney Montgomery Scott LLC | $1.3K | 44,200 | 0.00% | 2q | +76.8% |
| Capital Investment Advisory Services, LLC | $287 | 10 | 0.00% | 3q | HELD |
| CENTAURUS FINANCIAL, INC. | $265 | 9,235 | 0.01% | 2q | HELD |
| PARK AVENUE SECURITIES LLC | $258 | 9,011 | 0.00% | 5q | -16.3% |
| AE Wealth Management LLC | $201 | 7 | 0.00% | 7q | HELD |
| Smartleaf Asset Management LLC | $143 | 5 | 0.00% | 3q | HELD |
| Capital Analysts, LLC | $89 | 3,096 | 0.00% | 13q | 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 | 23.7% |
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 | 63 | $73.3M | 2,559,294 | 11 | 13 | 23 | 0.0% |
| Q1 2026 | 59 | $58.5M | 2,142,020 | 11 | 14 | 20 | 0.0% |
| Q4 2025 | 54 | $50.8M | 1,879,748 | 4 | 6 | 22 | 0.0% |
| Q3 2025 | 57 | $52.2M | 1,991,910 | 5 | 10 | 23 | 0.0% |
| Q2 2025 | 58 | $56.3M | 2,212,002 | 14 | 19 | 17 | 0.0% |
| Q1 2025 | 50 | $47.9M | 2,000,504 | 5 | 19 | 20 | 0.0% |
| Q4 2024 | 52 | $61.0M | 2,678,781 | 9 | 10 | 14 | 0.0% |
| Q3 2024 | 46 | $55.6M | 2,295,386 | 8 | 7 | 17 | 0.0% |
| Q2 2024 | 48 | $56.3M | 2,429,852 | 15 | 17 | 7 | 0.0% |
| Q1 2024 | 37 | $35.8M | 1,544,921 | 9 | 12 | 11 | 0.0% |
| Q4 2023 | 37 | $37.7M | 1,707,695 | 3 | 6 | 17 | 0.0% |
| Q3 2023 | 37 | $37.8M | 1,861,328 | 7 | 11 | 9 | 0.0% |
| Q2 2023 | 35 | $44.6M | 2,103,307 | 11 | 14 | 3 | 0.0% |
| Q1 2023 | 25 | $22.4M | 1,084,476 | 13 | 5 | 4 | 0.0% |
| Q4 2022 | 14 | $6.8M | 359,256 | 1 | 2 | 6 | 0.0% |
| Q3 2022 | 16 | $26.7M | 1,474,294 | 2 | 2 | 7 | 0.0% |
| Q2 2022 | 17 | $34.3M | 1,834,049 | 5 | 8 | 3 | 0.0% |
| Q1 2022 | 13 | $31.8M | 1,583,010 | 6 | 6 | 0 | 0.0% |
| Q4 2021 | 10 | $5.3M | 257,150 | 2 | 3 | 3 | 0.0% |
| Q3 2021 | 10 | $5.8M | 280,210 | 1 | 3 | 4 | 0.0% |
| Q2 2021 | 9 | $5.3M | 254,519 | 6 | 1 | 1 | 0.0% |
| Q1 2021 | 5 | $2.6M | 128,377 | 4 | 0 | 0 | 0.0% |