DaveManuel.com · Institutional Ownership · Who Owns It
FIRST TR EXCHNG TRADED FD VI (AFMC)
Institutional ownership reported to the SEC as of Q2 2026, across 28 quarters.
50
Reporting holders
$140.7M
Reported value
0.0%
Calls
0.0%
Puts
+2
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 | $53.6M | 1,306,979 | 0.01% | 6q | +4.5%+$2.3M |
| Private Advisor Group, LLC | $8.5M | 207,227 | 0.04% | 5q | +27.6%+$1.8M |
| Cetera Investment Advisers | $8.4M | 204,557 | 0.01% | 6q | +1.5%+$122.0K |
| Cambridge Investment Research Advisors, Inc. | $7.2M | 175,106 | 0.01% | 9q | -16.2%-$1.4M |
| Sovran Advisors, LLC | $5.2M | 126,207 | 0.38% | 6q | +263.9%+$3.7M |
| Kestra Advisory Services, LLC | $4.9M | 119,589 | 0.02% | 11q | +3.9%+$183.6K |
| COMMONWEALTH EQUITY SERVICES, LLC | $4.7M | 114,694 | 0.01% | 6q | +4.1%+$183.6K |
| Farther Finance Advisors, LLC | $4.2M | 103,089 | 0.03% | 5q | +27.7%+$917.5K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $3.8M | 91,753 | 0.04% | 6q | -3.7%-$145.1K |
| Geneos Wealth Management Inc. | $3.5M | 86,256 | 0.07% | 6q | +4.2%+$143.7K |
| Brookwood Investment Group LLC | $3.1M | 75,414 | 0.35% | 6q | -11.5%-$400.9K |
| OneAscent Financial Services LLC | $3.0M | 73,402 | 0.14% | new | NEW |
| &PARTNERS | $2.7M | 66,566 | 0.01% | 7q | +28.7%+$608.4K |
| Arax Advisory Partners | $2.5M | 62,040 | 0.02% | new | NEW |
| OSAIC HOLDINGS, INC. | $2.2M | 53,773 | 0.00% | 14q | -10.3%-$251.9K |
| STIFEL FINANCIAL CORP | $2.0M | 49,380 | 0.00% | new | NEW |
| CRUX WEALTH ADVISORS | $1.8M | 44,384 | 0.63% | 3q | +0.8%+$14.1K |
| Avior Wealth Management, LLC | $1.7M | 42,084 | 0.05% | 2q | -42.3%-$1.3M |
| Stratos Wealth Partners, LTD. | $1.6M | 38,770 | 0.02% | 2q | +206.7%+$1.1M |
| PKS Advisory Services, LLC | $1.5M | 37,269 | 0.24% | 6q | -0.8%-$12.8K |
| Prosperity Financial Group, Inc. | $1.2M | 29,941 | 0.38% | 10q | +1.6%+$19.2K |
| JPMORGAN CHASE & CO | $1.1M | 25,974 | 0.00% | new | NEW |
| FSB PREMIER WEALTH MANAGEMENT, INC. | $1.0M | 25,428 | 0.29% | 4q | +25.0%+$208.3K |
| Kingsview Wealth Management, LLC | $1.0M | 25,108 | 0.01% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $1.0M | 24,760 | 0.00% | 7q | +18.5%+$158.6K |
| SMITH, MOORE & CO. | $1.0M | 24,549 | 0.07% | 14q | +17.0%+$146.5K |
| Moors & Cabot, Inc. | $961.9K | 23,472 | 0.04% | 7q | -13.0%-$143.5K |
| Integrated Wealth Concepts LLC | $807.7K | 19,709 | 0.01% | new | NEW |
| Tower Research Capital LLC (TRC) | $806.0K | 19,668 | 0.02% | 2q | -52.2%-$881.4K |
| Keystone Wealth Services, LLC | $684.9K | 16,712 | 0.13% | 2q | +101.3%+$344.7K |
| MGO ONE SEVEN LLC | $679.2K | 16,575 | 0.01% | 6q | +5.7%+$36.6K |
| CITADEL ADVISORS LLC | $656.1K | 16,010 | 0.00% | 2q | -52.4%-$721.6K |
| Arkadios Wealth Advisors | $504.6K | 12,313 | 0.01% | 5q | HELD |
| Simplicity Wealth,LLC | $500.2K | 12,205 | 0.02% | 2q | +5.8%+$27.4K |
| Mutual Advisors, LLC | $457.8K | 11,171 | 0.01% | 4q | HELD |
| Prospera Financial Services Inc | $426.1K | 10,398 | 0.01% | 5q | +1.0%+$4.4K |
| WORLD EQUITY GROUP, INC. | $358.2K | 8,741 | 0.08% | 8q | +7.2%+$24.0K |
| OxenFree Capital LLC | $266.6K | 6,653 | 0.12% | 11q | -3.6%-$9.8K |
| TRUIST FINANCIAL CORP | $227.8K | 5,558 | 0.00% | new | NEW |
| CALTON & ASSOCIATES, INC. | $212.9K | 5,194 | 0.03% | new | NEW |
| PCG Wealth Advisors, LLC | $210.1K | 5,127 | 0.05% | new | NEW |
| Steward Partners Investment Advisory, LLC | $106.3K | 2,593 | 0.00% | 11q | +92.5%+$51.1K |
| HARBOUR INVESTMENTS, INC. | $90.4K | 2,206 | 0.00% | 10q | -10.0%-$10.0K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $57.6K | 1,418 | 0.00% | 3q | HELD |
| Founders Financial Alliance, LLC | $48.4K | 1,181 | 0.01% | 2q | HELD |
| Golden State Wealth Management, LLC | $17.6K | 429 | 0.00% | 5q | HELD |
| MPWM ADVISORY SOLUTIONS, LLC | $16.2K | 395 | 0.01% | new | NEW |
| NewEdge Advisors, LLC | $14.5K | 354 | 0.00% | 5q | HELD |
| Global Retirement Partners, LLC | $8.2K | 200 | 0.00% | 4q | -60.0%-$12.3K |
| ROYAL BANK OF CANADA | $6.0K | 135 | 0.00% | new | NEW |
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 | 8 | $10.6M | 265,309 | 2 | 3 | 1 | 0.0% |
| Q2 2026 | 50 | $140.7M | 3,432,716 | 11 | 21 | 12 | 0.0% |
| Q1 2026 | 48 | $112.6M | 3,167,137 | 12 | 23 | 9 | 0.0% |
| Q4 2025 | 42 | $76.7M | 2,220,363 | 7 | 17 | 11 | 0.0% |
| Q3 2025 | 41 | $74.9M | 2,183,382 | 7 | 22 | 7 | 0.0% |
| Q2 2025 | 37 | $58.6M | 1,822,484 | 9 | 19 | 6 | 0.0% |
| Q1 2025 | 31 | $33.1M | 1,087,552 | 14 | 12 | 1 | 0.0% |
| Q4 2024 | 17 | $16.3M | 514,370 | 6 | 7 | 3 | 0.0% |
| Q3 2024 | 13 | $9.7M | 300,903 | 1 | 9 | 2 | 0.0% |
| Q2 2024 | 15 | $22.2M | 762,481 | 3 | 7 | 2 | 0.0% |
| Q1 2024 | 12 | $5.4M | 179,071 | 4 | 2 | 5 | 0.0% |
| Q4 2023 | 10 | $4.2M | 158,873 | 5 | 3 | 1 | 0.0% |
| Q3 2023 | 5 | $2.6M | 110,152 | 2 | 0 | 2 | 0.0% |
| Q2 2023 | 4 | $2.8M | 110,795 | 0 | 0 | 2 | 0.0% |
| Q1 2023 | 5 | $4.1M | 175,837 | 4 | 0 | 1 | 0.0% |
| Q4 2022 | 1 | $12.3K | 554 | 0 | 0 | 0 | 0.0% |
| Q3 2022 | 4 | $297.0K | 14,803 | 1 | 0 | 2 | 0.0% |
| Q2 2022 | 3 | $331.0K | 16,041 | 1 | 0 | 2 | 0.0% |
| Q1 2022 | 6 | $1.9M | 79,814 | 3 | 2 | 1 | 0.0% |
| Q4 2021 | 4 | $985.0K | 36,951 | 2 | 0 | 0 | 0.0% |
| Q3 2021 | 3 | $392.0K | 15,744 | 2 | 0 | 1 | 0.0% |
| Q2 2021 | 1 | $621.0K | 24,472 | 0 | 0 | 1 | 0.0% |
| Q1 2021 | 1 | $883.0K | 36,434 | 0 | 0 | 1 | 0.0% |
| Q4 2020 | 2 | $873.0K | 40,850 | 0 | 1 | 0 | 0.0% |
| Q3 2020 | 2 | $716.0K | 40,350 | 1 | 1 | 0 | 0.0% |
| Q2 2020 | 1 | $552.0K | 32,618 | 0 | 1 | 0 | 0.0% |
| Q1 2020 | 2 | $645.0K | 45,383 | 1 | 0 | 1 | 0.0% |
| Q4 2019 | 1 | $965.0K | 47,211 | 1 | 0 | 0 | 0.0% |