DaveManuel.com · Institutional Ownership · Who Owns It
FIRST TR EXCHNG TRADED FD VI (AFLG)
Institutional ownership reported to the SEC as of Q2 2026, across 28 quarters.
133
Reporting holders
$577.0M
Reported value
0.0%
Calls
0.0%
Puts
+22
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
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | $162.8M | 3,749,879 | 0.04% | 7q | +11.8%+$17.2M |
| ENVESTNET ASSET MANAGEMENT INC | $58.7M | 1,350,946 | 0.01% | 7q | +19.8%+$9.7M |
| STIFEL FINANCIAL CORP | $29.4M | 677,127 | 0.02% | 6q | HELD |
| Arax Advisory Partners | $26.3M | 606,040 | 0.17% | 3q | +8.4%+$2.0M |
| ASSETMARK, INC | $18.8M | 432,914 | 0.03% | 7q | +5.2%+$920.8K |
| Stenger Family Office, LLC | $17.7M | 408,634 | 2.82% | 2q | -2.9%-$534.3K |
| Cetera Investment Advisers | $17.3M | 399,483 | 0.02% | 8q | +3.7%+$622.2K |
| Cambridge Investment Research Advisors, Inc. | $17.1M | 393,444 | 0.02% | 7q | +8.7%+$1.4M |
| TRUIST FINANCIAL CORP | $13.7M | 315,935 | 0.02% | 6q | +168.8%+$8.6M |
| Kirkwood Financial Services | $13.0M | 298,890 | 3.71% | 6q | +3.2%+$397.5K |
| OSAIC HOLDINGS, INC. | $11.4M | 263,481 | 0.01% | 8q | +154.3%+$6.9M |
| Prospera Financial Services Inc | $10.0M | 229,423 | 0.14% | 7q | -43.5%-$7.7M |
| Integrated Wealth Concepts LLC | $9.2M | 210,923 | 0.06% | 5q | +26.0%+$1.9M |
| Global Retirement Partners, LLC | $9.1M | 209,335 | 0.14% | 5q | +8.3%+$694.1K |
| Kingsview Wealth Management, LLC | $8.3M | 191,726 | 0.10% | 6q | +0.6%+$50.5K |
| BENJAMIN EDWARDS INC | $7.6M | 175,210 | 0.07% | 7q | -1.5%-$115.0K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $6.3M | 144,812 | 0.07% | 6q | -4.4%-$287.2K |
| IFP Advisors, Inc | $5.3M | 121,179 | 0.10% | 7q | +14.9%+$682.4K |
| Maridea Wealth Management LLC | $5.1M | 117,671 | 0.55% | 7q | +10.2%+$473.7K |
| MGO ONE SEVEN LLC | $5.0M | 114,188 | 0.08% | 3q | +5.9%+$275.6K |
| Janney Montgomery Scott LLC | $4.9M | 113,542 | 0.01% | 7q | +10.4%+$464.0K |
| Gateway Wealth Partners, LLC | $4.9M | 111,705 | 0.29% | 6q | -37.2%-$2.9M |
| NI ACQUISITIONS COMPANY, LLC | $4.8M | 102,956 | 2.06% | new | FIRST |
| Bank of New York Mellon Corp | $4.7M | 107,373 | 0.00% | 7q | -3.0%-$144.8K |
| Snowden Capital Advisors LLC | $4.6M | 105,669 | 0.11% | 6q | +29.2%+$1.0M |
| Farther Finance Advisors, LLC | $4.3M | 98,964 | 0.03% | new | NEW |
| Wagner Wealth Management, Corp | $4.0M | 92,984 | 3.26% | 3q | +3.5%+$138.0K |
| Concurrent Investment Advisors, LLC | $4.0M | 91,423 | 0.03% | 7q | HELD |
| IAMS WEALTH MANAGEMENT, LLC | $4.0M | 91,041 | 1.19% | 6q | -3.3%-$136.7K |
| Kestra Advisory Services, LLC | $3.8M | 88,452 | 0.01% | 7q | +8.4%+$297.5K |
| D.A. DAVIDSON & CO. | $3.8M | 88,199 | 0.02% | 6q | +23.2%+$720.3K |
| Boyce & Associates Wealth Consulting, Inc. | $3.7M | 85,564 | 2.58% | 9q | +3.1%+$111.1K |
| Atria Investments, Inc | $3.6M | 82,181 | 0.04% | 7q | -1.1%-$39.0K |
| AE Wealth Management LLC | $3.2M | 74,653 | 0.02% | 7q | -8.7%-$309.8K |
| Sigma Planning Corp | $3.2M | 74,527 | 0.08% | 6q | +0.9%+$29.0K |
| Orion Porfolio Solutions, LLC | $3.2M | 74,155 | 0.02% | 7q | +1.9%+$60.2K |
| NewEdge Advisors, LLC | $3.1M | 72,272 | 0.01% | 6q | +16.3%+$439.8K |
| PARK AVENUE SECURITIES LLC | $2.6M | 60,217 | 0.02% | 5q | +2.0%+$50.5K |
| HARBOUR INVESTMENTS, INC. | $2.6M | 59,777 | 0.03% | 7q | +61.5%+$988.3K |
| OneAscent Financial Services LLC | $2.5M | 58,611 | 0.12% | 7q | -1.2%-$29.6K |
| Koshinski Asset Management, Inc. | $2.5M | 58,183 | 0.13% | 4q | +37.1%+$683.8K |
| RFG Advisory, LLC | $2.2M | 50,550 | 0.03% | 6q | -9.3%-$225.1K |
| Ignite Planners, LLC | $2.0M | 46,616 | 0.28% | 3q | +51.6%+$688.9K |
| NewEdge Wealth, LLC | $2.0M | 45,513 | 0.02% | 6q | +28.9%+$442.7K |
| CITADEL ADVISORS LLC | $1.9M | 44,186 | 0.00% | new | NEW |
| Pinnacle Family Advisors, LLC | $1.9M | 43,607 | 0.79% | 3q | +28.3%+$417.8K |
| Foundations Investment Advisors, LLC | $1.9M | 43,191 | 0.02% | 5q | +73.0%+$791.4K |
| Arkadios Wealth Advisors | $1.7M | 39,983 | 0.03% | 5q | +18.9%+$276.4K |
| SMITH, MOORE & CO. | $1.6M | 37,612 | 0.11% | 20q | +4.9%+$76.0K |
| GENTRY PRIVATE WEALTH, LLC | $1.6M | 35,897 | 0.80% | 7q | +3.2%+$48.3K |
| Sanctuary Advisors, LLC | $1.5M | 35,196 | 0.01% | 7q | HELD |
| J.W. COLE ADVISORS, INC. | $1.5M | 35,142 | 0.03% | new | NEW |
| FSB PREMIER WEALTH MANAGEMENT, INC. | $1.5M | 33,805 | 0.41% | 6q | -1.0%-$15.4K |
| Wealth Watch Advisors, INC | $1.5M | 33,456 | 0.47% | 6q | +75.8%+$626.6K |
| HBW ADVISORY SERVICES LLC | $1.4M | 33,109 | 0.13% | 6q | +2.5%+$34.7K |
| &PARTNERS | $1.3M | 30,151 | 0.01% | 7q | +7.0%+$85.1K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.2M | 27,469 | 0.00% | 7q | +108.5%+$620.6K |
| GREAT VALLEY ADVISOR GROUP, INC. | $1.2M | 26,805 | 0.02% | 6q | +30.0%+$268.6K |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.1M | 25,026 | 0.00% | 7q | +29.1%+$244.9K |
| Envestnet Portfolio Solutions, Inc. | $943.8K | 21,736 | 0.00% | 7q | +6.4%+$56.6K |
| Blackhawk Capital Partners, LLC | $940.0K | 21,648 | 0.31% | 6q | +32.6%+$230.9K |
| Asset Allocation Strategies LLC | $871.3K | 20,066 | 0.13% | 4q | +91.4%+$416.1K |
| INDEPENDENT FINANCIAL GROUP, LLC | $716.6K | 16,505 | 0.01% | 6q | -62.6%-$1.2M |
| MML INVESTORS SERVICES, LLC | $703.9K | 16,212 | 0.00% | 7q | +20.3%+$118.8K |
| SLT Holdings LLC | $698.5K | 16,088 | 0.44% | new | NEW |
| PRINCIPAL SECURITIES, INC. | $668.6K | 15,398 | 0.01% | 7q | +32.7%+$164.7K |
| Spectrum Wealth Advisory Group, LLC | $650.9K | 14,991 | 0.19% | new | NEW |
| Mutual Advisors, LLC | $620.0K | 14,278 | 0.01% | 5q | +36.6%+$166.1K |
| WORLD EQUITY GROUP, INC. | $612.8K | 14,114 | 0.14% | 8q | +4.9%+$28.8K |
| MANCHESTER FINANCIAL INC | $584.9K | 13,471 | 0.10% | 8q | +3.1%+$17.3K |
| Apollon Wealth Management, LLC | $529.8K | 12,201 | 0.01% | 6q | +43.3%+$160.0K |
| Geneos Wealth Management Inc. | $447.8K | 10,314 | 0.01% | 24q | HELD |
| IHT Wealth Management, LLC | $434.6K | 10,009 | 0.01% | 5q | -1.3%-$5.6K |
| World Investment Advisors | $425.7K | 9,844 | 0.01% | 2q | +19.4%+$69.2K |
| SILVER OAK SECURITIES, INCORPORATED | $423.5K | 9,753 | 0.03% | 3q | +29.2%+$95.6K |
| GeoWealth Management, LLC | $421.3K | 9,702 | 0.01% | 5q | +0.7%+$3.0K |
| NOVEM GROUP | $389.1K | 8,961 | 0.04% | 2q | +2.4%+$8.9K |
| PRIVATE CLIENT SERVICES, LLC | $384.9K | 8,864 | 0.10% | 4q | +1.1%+$4.3K |
| TUCKER ASSET MANAGEMENT LLC | $346.6K | 7,983 | 0.09% | 6q | +48.7%+$113.6K |
| Pinnacle Financial Partners, Inc. | $342.2K | 7,881 | 0.00% | 3q | -9.1%-$34.4K |
| CEERA INVESTMENTS, LLC | $340.8K | 7,849 | 0.14% | 3q | +21.0%+$59.1K |
| Ashton Thomas Private Wealth, LLC | $339.3K | 7,814 | 0.01% | 3q | +9.5%+$29.4K |
| Founders Financial Alliance, LLC | $327.7K | 7,547 | 0.04% | 6q | HELD |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $325.3K | 7,492 | 0.12% | 9q | HELD |
| Crusonia Wealth Advisors LLC | $314.1K | 7,235 | 0.05% | 3q | HELD |
| LUTS & GREENLEIGH GROUP, INC. | $299.7K | 6,903 | 0.23% | 2q | HELD |
| LaSalle St. Investment Advisors, LLC | $288.8K | 6,652 | 0.04% | 5q | -2.0%-$5.8K |
| FIRST TRUST ADVISORS LP | $278.6K | 6,416 | 0.00% | 5q | -0.7%-$1.9K |
| First Heartland Consultants, Inc. | $266.6K | 6,139 | 0.02% | new | NEW |
| DAVENPORT & Co LLC | $254.4K | 5,859 | 0.00% | 8q | +3.1%+$7.7K |
| ABLE Financial Group, LLC | $248.5K | 5,724 | 0.04% | new | NEW |
| Western Wealth Management, LLC | $237.0K | 5,458 | 0.01% | 2q | +2.9%+$6.6K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $228.3K | 5,258 | 0.01% | new | NEW |
| IFG Advisory, LLC | $220.6K | 5,081 | 0.01% | new | NEW |
| Purewater Capital LLC | $216.4K | 4,985 | 0.16% | new | NEW |
| BlueChip Wealth Advisors LLC | $207.9K | 4,788 | 0.08% | new | NEW |
| Cullen/Frost Bankers, Inc. | $197.9K | 4,557 | 0.00% | 4q | +116.4%+$106.4K |
| GoalVest Advisory LLC | $126.0K | 2,902 | 0.02% | 4q | HELD |
| Synergy Investment Management, LLC | $104.8K | 2,413 | 0.03% | 2q | HELD |
| TOUNJIAN ADVISORY PARTNERS, LLC | $100.0K | 2,303 | 0.04% | new | NEW |
Showing the largest 100 of 134 reported holders. The count of 133 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 | 44 | $98.1M | 2,219,791 | 7 | 20 | 12 | 0.0% |
| Q2 2026 | 133 | $577.0M | 13,281,761 | 25 | 64 | 21 | 0.0% |
| Q1 2026 | 111 | $449.1M | 11,640,142 | 15 | 63 | 21 | 0.0% |
| Q4 2025 | 109 | $378.5M | 9,680,127 | 13 | 44 | 33 | 0.0% |
| Q3 2025 | 95 | $317.1M | 8,173,309 | 17 | 47 | 24 | 0.0% |
| Q2 2025 | 85 | $256.2M | 7,054,676 | 19 | 41 | 15 | 0.0% |
| Q1 2025 | 71 | $170.6M | 5,063,620 | 29 | 35 | 4 | 0.0% |
| Q4 2024 | 50 | $66.3M | 1,920,226 | 34 | 8 | 1 | 0.0% |
| Q3 2024 | 12 | $4.8M | 140,988 | 5 | 3 | 2 | 0.0% |
| Q2 2024 | 9 | $3.2M | 101,509 | 4 | 1 | 2 | 0.0% |
| Q1 2024 | 7 | $1.0M | 32,705 | 1 | 1 | 2 | 0.0% |
| Q4 2023 | 7 | $1.0M | 37,841 | 0 | 2 | 2 | 0.0% |
| Q3 2023 | 8 | $2.1M | 85,587 | 1 | 3 | 0 | 0.0% |
| Q2 2023 | 7 | $2.1M | 82,296 | 1 | 0 | 2 | 0.0% |
| Q1 2023 | 7 | $2.1M | 87,628 | 1 | 1 | 2 | 0.0% |
| Q4 2022 | 7 | $2.2M | 94,411 | 0 | 2 | 2 | 0.0% |
| Q3 2022 | 7 | $2.0M | 95,600 | 0 | 4 | 0 | 0.0% |
| Q2 2022 | 8 | $2.2M | 99,443 | 2 | 1 | 2 | 0.0% |
| Q1 2022 | 8 | $2.4M | 90,181 | 1 | 2 | 2 | 0.0% |
| Q4 2021 | 8 | $2.8M | 99,478 | 0 | 2 | 1 | 0.0% |
| Q3 2021 | 10 | $2.1M | 82,443 | 4 | 1 | 1 | 0.0% |
| Q2 2021 | 8 | $6.2M | 243,848 | 1 | 3 | 2 | 0.0% |
| Q1 2021 | 8 | $4.5M | 189,499 | 2 | 3 | 1 | 0.0% |
| Q4 2020 | 7 | $3.8M | 168,609 | 2 | 1 | 1 | 0.0% |
| Q3 2020 | 4 | $512.0K | 25,356 | 2 | 0 | 1 | 0.0% |
| Q2 2020 | 3 | $849.0K | 45,026 | 1 | 2 | 0 | 0.0% |
| Q1 2020 | 3 | $1.3M | 82,590 | 2 | 0 | 1 | 0.0% |
| Q4 2019 | 1 | $873.0K | 42,553 | 1 | 0 | 0 | 0.0% |