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DaveManuel.com · Institutional Ownership · Who Owns It

FIRST TR EXCHANGE-TRADED FD (ACYS)

Institutional ownership reported to the SEC as of Q2 2026, across 2 quarters.

64
Reporting holders
$116.9M
Reported value
0.0%
Calls
0.0%
Puts
+64
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

FilerValueShares Their book Held Change
COMMONWEALTH EQUITY SERVICES, LLC$16.2M788,1830.02%newNEW
Richard P Slaughter Associates Inc$15.5M755,1043.04%newNEW
Triad Wealth Partners, LLC$13.8M676,4020.81%newNEW
Clear Creek Financial Management, LLC$9.4M459,7910.61%newNEW
Stonebridge Financial Group, LLC/CA$7.0M340,2160.97%newFIRST
Schulz Wealth, LTD.$4.4M214,1462.27%newNEW
GREAT VALLEY ADVISOR GROUP, INC.$4.2M203,9110.07%newNEW
HARBOUR INVESTMENTS, INC.$4.2M203,0250.06%newNEW
Wood Tarver Financial Group, LLC$3.6M172,8950.84%newNEW
Tradition Wealth Management, LLC$3.0M145,7800.18%newNEW
JANE STREET GROUP, LLC$2.8M137,0370.00%newNEW
Ameritas Advisory Services, LLC$2.4M116,1490.05%newNEW
Pallas Capital Advisors LLC$2.1M101,5050.06%newNEW
Mutual Advisors, LLC$2.0M95,7730.04%newNEW
Valtinson Bruner Financial Planning LLC$1.9M91,4180.47%newNEW
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.8M88,6240.00%newNEW
NewEdge Advisors, LLC$1.8M85,6660.01%newNEW
AE Wealth Management LLC$1.7M84,7410.01%newNEW
Cambridge Investment Research Advisors, Inc.$1.7M83,0130.00%newNEW
Strategic Blueprint, LLC$1.4M68,5580.07%newNEW
Mid-American Wealth Advisory Group, Inc.$1.2M59,7260.44%newNEW
Buska Wealth Management, LLC$1.1M52,2360.39%newNEW
WEDBUSH SECURITIES INC$1.0M48,6710.03%newNEW
HBW ADVISORY SERVICES LLC$888.4K43,2520.08%newNEW
Maridea Wealth Management LLC$811.8K39,5220.09%newNEW
Cetera Investment Advisers$590.3K28,7390.00%newNEW
SECURED RETIREMENT ADVISORS, LLC$549.5K26,7530.28%newNEW
Arax Advisory Partners$533.6K25,9770.00%newNEW
Triumph Capital Management$470.0K22,8800.09%newNEW
Plan Group Financial, LLC$465.2K22,6480.10%newNEW
Apollon Wealth Management, LLC$458.9K22,3400.01%newNEW
RPS ADVISORY SOLUTIONS LLC$439.7K21,4050.29%newNEW
Split Rock Private Trading & Wealth Management, LLC$396.7K19,3150.27%newNEW
SUMMIT WEALTH GROUP LLC / CO$394.3K19,1980.03%newNEW
SILVER OAK SECURITIES, INCORPORATED$371.6K18,0910.02%newNEW
UPTICK PARTNERS, LLC$361.8K17,6120.06%newNEW
Beaumont Financial Advisors, LLC$349.8K17,0300.02%newNEW
Keating Financial Advisory Services, Inc.$347.4K16,9130.05%newNEW
INTEGRITY ALLIANCE, LLC.$346.2K16,8550.01%newNEW
Legacy Wealth Managment, LLC/ID$332.6K16,1940.14%newNEW
Mariner, LLC$323.0K15,7260.00%newNEW
Legacy Capital Wealth Partners, LLC$320.0K15,5770.06%newNEW
MBE Wealth Management, LLC$313.3K15,2520.11%newNEW
FSA Advisors, Inc.$313.1K15,2450.14%newNEW
Vestmark Advisory Solutions, Inc.$283.4K13,7990.00%newNEW
ELEVATION POINT WEALTH PARTNERS, LLC$283.4K13,7990.01%newNEW
EVOLUTION WEALTH MANAGEMENT INC.$281.4K13,7020.17%newNEW
Merit Financial Group, LLC$280.1K13,6370.00%newNEW
TCP Asset Management, LLC$272.0K13,2420.03%newNEW
IAMS WEALTH MANAGEMENT, LLC$260.9K12,7020.08%newNEW
Kovack Advisors, Inc.$259.9K12,7210.01%newNEW
Kestra Advisory Services, LLC$250.5K12,1940.00%newNEW
WPG Advisers, LLC$233.9K11,3890.14%newNEW
Sound Income Strategies, LLC$213.3K10,3860.01%newNEW
Csenge Advisory Group$206.0K10,0300.01%newNEW
ROYAL BANK OF CANADA$183.0K8,9320.00%newNEW
Capital Investment Advisory Services, LLC$147.9K7,2000.01%newNEW
POM Investment Strategies, LLC$81.9K3,9890.09%newNEW
VIMA LLC$58.8K2,8620.06%newNEW
Investors Portfolio Services LLC$39.9K1,9440.03%newNEW
Decker Retirement Planning Inc.$35.9K1,7490.01%newNEW
Key Capital Management, INC$26.1K1,2730.01%newNEW
CREATIVE FINANCIAL DESIGNS INC /ADV$6.1K2960.00%newNEW
Benson Wealth Management INC$6.0K2940.01%newNEW

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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202658$155.3M7,502,338322510.0%
Q2 202664$116.9M5,695,23463000.0%