DaveManuel.com · Institutional Ownership · Who Owns It
FIRST TR EXCHNG TRADED FD VI (APXM)
Institutional ownership reported to the SEC as of Q2 2026, across 6 quarters.
18
Reporting holders
$6.0M
Reported value
0.0%
Calls
0.0%
Puts
+8
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 |
|---|---|---|---|---|---|
| Madrona Financial Services, LLC | $706.1K | 22,284 | 0.13% | 5q | +232.4%+$493.7K |
| Kestra Advisory Services, LLC | $602.3K | 19,010 | 0.00% | 5q | +171.6%+$380.5K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $593.8K | 18,741 | 0.00% | new | NEW |
| HBW ADVISORY SERVICES LLC | $574.3K | 18,125 | 0.05% | new | NEW |
| OLD MISSION CAPITAL LLC | $512.7K | 16,182 | 0.01% | new | NEW |
| Foundations Investment Advisors, LLC | $490.9K | 15,494 | 0.01% | new | NEW |
| Chris Bulman Inc | $490.9K | 15,494 | 0.18% | new | NEW |
| VICTORY FINANCIAL GROUP, LLC | $479.2K | 15,123 | 0.05% | 5q | +18.1%+$73.4K |
| COMMONWEALTH EQUITY SERVICES, LLC | $372.4K | 11,754 | 0.00% | new | NEW |
| Ameritas Advisory Services, LLC | $267.4K | 8,440 | 0.01% | new | NEW |
| Sovran Advisors, LLC | $252.5K | 7,952 | 0.02% | 2q | HELD |
| VestGen Advisors, LLC | $201.5K | 6,361 | 0.01% | 2q | HELD |
| HARBOUR INVESTMENTS, INC. | $159.7K | 5,040 | 0.00% | 5q | +233.8%+$111.8K |
| AE Wealth Management LLC | $100.0K | 3,156 | 0.00% | new | NEW |
| Integrity Financial Corp /WA | $94.4K | 2,979 | 0.05% | 5q | +644.8%+$81.7K |
| DHJJ Financial Advisors, Ltd. | $44.4K | 1,402 | 0.01% | 5q | HELD |
| Steward Partners Investment Advisory, LLC | $26.4K | 832 | 0.00% | 5q | HELD |
| BARCLAYS PLC | $8.4K | 264 | 0.00% | 4q | HELD |
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 | $5.2M | 161,098 | 2 | 0 | 1 | 0.0% |
| Q2 2026 | 18 | $6.0M | 188,633 | 8 | 5 | 0 | 0.0% |
| Q1 2026 | 10 | $1.4M | 45,231 | 2 | 0 | 0 | 0.0% |
| Q4 2025 | 10 | $1.9M | 62,490 | 0 | 3 | 0 | 0.0% |
| Q3 2025 | 13 | $2.2M | 73,175 | 3 | 2 | 0 | 0.0% |
| Q2 2025 | 12 | $2.3M | 74,769 | 12 | 0 | 0 | 0.0% |