DaveManuel.com · Institutional Ownership · Who Owns It

FIRST TR EXCHANGE-TRADED FD (ACYN)

Institutional ownership reported to the SEC as of Q2 2026, across 3 quarters.

189

Reporting holders

$677.6M

Reported value

0.0%

Calls

0.0%

Puts

+134

Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

Filer	Value	Shares	Their book	Held	Change
Kestra Advisory Services, LLC	$59.8M	2,877,390	0.19%	2q	+346.3%+$46.4M
Cambridge Investment Research Advisors, Inc.	$45.5M	2,189,406	0.05%	2q	+5431.7%+$44.7M
COMMONWEALTH EQUITY SERVICES, LLC	$39.5M	1,901,359	0.05%	2q	+530.2%+$33.3M
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$31.4M	1,522,575	0.05%	new	NEW
Triad Wealth Partners, LLC	$24.9M	1,212,362	1.47%	new	NEW
HBW ADVISORY SERVICES LLC	$24.6M	1,182,086	2.22%	new	NEW
Macro Advisors, Inc.	$22.3M	1,072,608	7.11%	new	NEW
Cetera Investment Advisers	$22.2M	1,068,362	0.02%	new	NEW
CREATIVE FINANCIAL DESIGNS INC /ADV	$13.4M	646,615	0.64%	new	NEW
Prime Capital Investment Advisors, LLC	$12.7M	610,231	0.12%	new	NEW
Clear Creek Financial Management, LLC	$12.4M	594,358	0.79%	2q	+656.0%+$10.7M
UPTICK PARTNERS, LLC	$11.3M	542,065	1.75%	2q	+463.3%+$9.3M
Ameritas Advisory Services, LLC	$11.1M	533,848	0.22%	new	NEW
Integrated Wealth Concepts LLC	$10.2M	491,218	0.07%	new	NEW
Summit Financial, LLC	$9.9M	476,312	0.11%	new	NEW
HARBOUR INVESTMENTS, INC.	$9.9M	473,948	0.13%	2q	+64295.1%+$9.8M
FISCHER INVESTMENT STRATEGIES, LLC	$9.7M	464,467	4.61%	new	NEW
GREAT VALLEY ADVISOR GROUP, INC.	$9.4M	452,892	0.15%	2q	+462.9%+$7.7M
ROYAL BANK OF CANADA	$8.9M	427,186	0.00%	new	NEW
INDEPENDENT FINANCIAL GROUP, LLC	$8.7M	419,116	0.16%	new	NEW
Buska Wealth Management, LLC	$7.5M	358,548	2.69%	2q	+572.6%+$6.3M
IAMS WEALTH MANAGEMENT, LLC	$7.2M	348,601	2.18%	new	NEW
Wealth Watch Advisors, INC	$7.2M	344,429	2.32%	2q	+60.5%+$2.7M
Schulz Wealth, LTD.	$7.1M	343,070	3.68%	new	NEW
Stonebridge Financial Group, LLC/CA	$7.1M	342,847	0.99%	new	FIRST
MGO ONE SEVEN LLC	$6.9M	329,501	0.11%	new	NEW
Accel Wealth Management	$6.7M	320,777	1.50%	2q	+246.8%+$4.7M
BOS Asset Management, LLC	$6.6M	315,365	1.52%	new	NEW
BIP Wealth, LLC	$6.0M	288,494	0.17%	2q	+64.2%+$2.3M
Maridea Wealth Management LLC	$5.4M	257,670	0.58%	2q	+351.2%+$4.2M
Wood Tarver Financial Group, LLC	$5.3M	254,808	1.25%	new	NEW
IFP Advisors, Inc	$5.2M	252,324	0.09%	2q	+975.5%+$4.8M
Brookstone Capital Management	$5.2M	252,015	0.05%	new	NEW
CARY STREET PARTNERS FINANCIAL LLC	$5.2M	248,452	0.11%	new	NEW
CreativeOne Wealth, LLC	$5.1M	247,705	0.11%	new	NEW
Arkadios Wealth Advisors	$5.0M	241,823	0.08%	new	NEW
NewEdge Advisors, LLC	$4.7M	224,853	0.01%	2q	+2076.5%+$4.5M
Goldenstone Wealth Management LLC	$4.3M	205,707	2.80%	new	NEW
Chicago Partners Investment Group LLC	$4.0M	195,870	0.08%	2q	+837.7%+$3.6M
Concurrent Investment Advisors, LLC	$4.0M	193,779	0.03%	new	NEW
Vestmark Advisory Solutions, Inc.	$3.8M	181,793	0.04%	2q	+799.3%+$3.4M
ELEVATION POINT WEALTH PARTNERS, LLC	$3.8M	181,793	0.07%	2q	+799.3%+$3.4M
Sovran Advisors, LLC	$3.8M	183,659	0.28%	new	NEW
HighTower Advisors, LLC	$3.6M	170,845	0.00%	new	NEW
VestGen Advisors, LLC	$3.4M	162,155	0.10%	2q	+807.3%+$3.0M
ENVESTNET ASSET MANAGEMENT INC	$3.2M	154,294	0.00%	new	NEW
White Knight Strategic Wealth Advisors, LLC	$3.1M	150,099	2.19%	new	NEW
Ashton Thomas Private Wealth, LLC	$3.1M	149,727	0.06%	new	NEW
SageGuard Financial Group, LLC	$3.1M	146,882	0.43%	new	NEW
Green Ridge Wealth Planning LLC	$3.0M	144,978	1.27%	new	NEW
Farther Finance Advisors, LLC	$3.0M	144,394	0.02%	new	NEW
AXXCESS WEALTH MANAGEMENT, LLC	$2.9M	140,386	0.05%	new	NEW
Acorn Wealth Advisors, LLC	$2.9M	140,005	0.71%	new	NEW
Steward Partners Investment Advisory, LLC	$2.9M	138,326	0.01%	2q	+2244.1%+$2.8M
Luken Investment Analytics, LLC	$2.9M	137,360	1.00%	new	NEW
Key Client Fiduciary Advisors, LLC	$2.8M	133,054	0.80%	new	NEW
Western Wealth Management, LLC	$2.7M	131,722	0.09%	2q	+134.1%+$1.6M
Cornerstone Wealth, LLC/TN	$2.7M	132,066	1.38%	2q	+213.4%+$1.9M
Arax Advisory Partners	$2.7M	128,630	0.02%	2q	+4897.3%+$2.6M
Strategic Blueprint, LLC	$2.6M	125,713	0.13%	2q	+542.0%+$2.2M
Mutual Advisors, LLC	$2.6M	123,736	0.05%	new	NEW
STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC	$2.5M	119,821	1.68%	2q	+38.5%+$692.7K
Sequent Planning LLC	$2.3M	112,504	0.50%	new	NEW
AE Wealth Management LLC	$2.3M	110,289	0.01%	new	NEW
Ethos Financial Group, LLC	$2.3M	110,441	0.15%	new	NEW
Boyer Financial Services, Inc.	$2.3M	110,015	1.91%	new	NEW
Janney Montgomery Scott LLC	$2.1M	101,655	0.00%	new	NEW
KINTRA WEALTH, LLC	$2.0M	95,226	0.10%	new	NEW
BECK CAPITAL MANAGEMENT, LLC	$2.0M	94,759	0.36%	2q	+242.2%+$1.4M
SILVER OAK SECURITIES, INCORPORATED	$1.9M	90,140	0.11%	new	NEW
Pallas Capital Advisors LLC	$1.9M	89,457	0.06%	new	NEW
FSB PREMIER WEALTH MANAGEMENT, INC.	$1.8M	88,910	0.52%	2q	+515.8%+$1.5M
J.W. COLE ADVISORS, INC.	$1.8M	87,822	0.03%	new	NEW
Legacy Wealth Managment, LLC/ID	$1.8M	86,650	0.74%	2q	+950.4%+$1.6M
Prosperity Financial Group, Inc.	$1.8M	84,731	0.55%	2q	+464.6%+$1.4M
Capital CS Group, LLC	$1.7M	79,669	1.31%	new	NEW
Pine Valley Investments Ltd Liability Co	$1.6M	78,110	0.06%	new	NEW
Avior Wealth Management, LLC	$1.6M	77,755	0.04%	new	NEW
CoreCap Advisors, LLC	$1.6M	76,166	0.05%	new	NEW
Aptus Capital Advisors, LLC	$1.6M	74,793	0.01%	2q	+37.5%+$423.8K
Foundations Investment Advisors, LLC	$1.5M	74,187	0.02%	new	NEW
Legacy Edge Advisors, LLC	$1.5M	73,495	0.14%	new	NEW
INTEGRITY ALLIANCE, LLC.	$1.5M	73,142	0.05%	new	NEW
Kovack Advisors, Inc.	$1.4M	68,199	0.07%	new	NEW
JANE STREET GROUP, LLC	$1.4M	66,369	0.00%	2q	-70.9%-$3.4M
Bright Futures Wealth Management, LLC.	$1.4M	65,684	0.88%	new	NEW
Quad-Cities Investment Group, LLC	$1.4M	65,333	0.49%	2q	+515.3%+$1.1M
Benson Wealth Management INC	$1.3M	62,486	1.31%	2q	+679.9%+$1.1M
Mariner, LLC	$1.2M	60,000	0.00%	2q	+89.0%+$587.3K
Beaumont Financial Advisors, LLC	$1.2M	59,168	0.08%	new	NEW
KINGSWOOD WEALTH ADVISORS, LLC	$1.2M	58,821	0.05%	new	NEW
Castleview Partners, LLC	$1.2M	56,500	0.52%	2q	+40.0%+$335.7K
RFG Advisory, LLC	$1.1M	54,853	0.02%	2q	+134.8%+$654.8K
WORLD EQUITY GROUP, INC.	$1.0M	48,959	0.23%	new	NEW
Diligent Investors, LLC	$998.1K	48,008	0.22%	new	NEW
TRANSCEND CAPITAL ADVISORS, LLC	$986.2K	47,437	0.07%	new	NEW
Maia Wealth LLC	$979.6K	47,118	0.14%	2q	+66.0%+$389.6K
MBE Wealth Management, LLC	$965.1K	46,424	0.34%	2q	+122.3%+$531.0K
BlackDiamond Wealth Management, LLC	$954.2K	46,118	0.38%	new	NEW
Simplicity Wealth,LLC	$943.6K	45,385	0.03%	2q	+289.6%+$701.4K

Showing the largest 100 of 190 reported holders. The count of 189 above leaves out 1 position whose reported value failed our price check; it is listed here as filed.

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
Q3 2026	121	$499.7M	23,908,774	42	68	8	0.0%
Q2 2026	189	$677.6M	32,591,902	137	46	3	0.0%
Q1 2026	55	$67.8M	3,321,073	52	0	0	0.0%