DaveManuel.com · Institutional Ownership · Who Owns It
FIRST TR EXCHNG TRADED FD VI (DDEC)
Institutional ownership reported to the SEC as of Q2 2026, across 24 quarters.
127
Reporting holders
$198.0M
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 |
|---|---|---|---|---|---|
| Decker Wealth Management LLC | $18.3M | 386,400 | 3.89% | 3q | +1.7%+$306.9K |
| First International Bank of Israel Ltd. | $13.0M | 275,000 | 3.55% | 3q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $9.5M | 200,565 | 0.00% | 19q | +71.2%+$4.0M |
| LPL Financial LLC | $9.5M | 200,242 | 0.00% | 13q | +13.8%+$1.2M |
| OSAIC HOLDINGS, INC. | $9.1M | 192,641 | 0.01% | 23q | -2.9%-$270.0K |
| Bluespring Wealth Management, LLC | $8.8M | 185,292 | 0.17% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $8.1M | 171,452 | 0.01% | 19q | -11.3%-$1.0M |
| Cetera Investment Advisers | $6.9M | 146,664 | 0.01% | 18q | +4.9%+$325.8K |
| Kestra Advisory Services, LLC | $6.1M | 129,097 | 0.02% | 19q | -30.0%-$2.6M |
| Hartford Financial Management Inc. | $5.8M | 121,510 | 1.28% | 12q | +2.3%+$130.0K |
| Spectrum Asset Management, Inc. (NB/CA) | $5.6M | 118,323 | 1.56% | 3q | -0.7%-$41.7K |
| HARBOUR INVESTMENTS, INC. | $5.4M | 113,999 | 0.07% | 21q | HELD |
| Ritter Daniher Financial Advisory LLC / DE | $4.4M | 92,646 | 0.67% | 4q | -0.7%-$30.8K |
| FOUNDERS FINANCIAL SECURITIES LLC | $3.9M | 82,308 | 0.20% | 8q | +12.6%+$435.3K |
| REAP Financial Group, LLC | $3.7M | 78,584 | 0.64% | 11q | -23.3%-$1.1M |
| Global Retirement Partners, LLC | $3.6M | 75,622 | 0.05% | 16q | -2.0%-$73.7K |
| Aptus Capital Advisors, LLC | $3.1M | 65,300 | 0.02% | 15q | HELD |
| GUARDIAN WEALTH ADVISORS, LLC / NC | $3.1M | 65,300 | 0.17% | 15q | HELD |
| RAYMOND JAMES FINANCIAL INC | $2.5M | 52,755 | 0.00% | 7q | -1.3%-$31.6K |
| Santori & Peters, Inc. | $2.3M | 48,048 | 0.64% | 5q | -25.3%-$772.4K |
| Ignite Planners, LLC | $2.2M | 45,749 | 0.30% | 15q | -1.2%-$25.4K |
| BEACON FINANCIAL GROUP | $2.1M | 44,039 | 0.19% | 11q | -6.0%-$133.9K |
| Strategic Blueprint, LLC | $2.0M | 41,557 | 0.10% | 19q | -1.6%-$31.6K |
| MML INVESTORS SERVICES, LLC | $1.9M | 40,086 | 0.00% | 11q | +14.3%+$237.5K |
| Cambridge Investment Research Advisors, Inc. | $1.9M | 40,085 | 0.00% | 18q | -33.2%-$943.6K |
| Wood Tarver Financial Group, LLC | $1.9M | 39,215 | 0.44% | 7q | -7.0%-$140.3K |
| PRECEDENT WEALTH PARTNERS, LLC | $1.7M | 36,876 | 0.29% | 7q | HELD |
| Mission Financial Group, LLC | $1.7M | 36,347 | 1.43% | 3q | -1.4%-$24.3K |
| SAGESPRING WEALTH PARTNERS, LLC | $1.7M | 36,106 | 0.03% | 7q | HELD |
| Ameritas Advisory Services, LLC | $1.7M | 35,599 | 0.03% | 15q | +161.5%+$1.0M |
| MONEY CONCEPTS CAPITAL CORP | $1.7M | 35,478 | 0.08% | 7q | -2.4%-$42.1K |
| Clear Creek Financial Management, LLC | $1.6M | 33,806 | 0.10% | 6q | +0.5%+$8.4K |
| Prosperity Consulting Group, LLC | $1.5M | 32,349 | 0.06% | 8q | -2.7%-$42.6K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.4M | 29,787 | 0.00% | 14q | +297.5%+$1.1M |
| Nova Wealth Management, Inc. | $1.4M | 28,998 | 0.76% | 7q | HELD |
| Commonwealth Financial Services, LLC | $1.4M | 28,772 | 0.18% | 3q | HELD |
| Glen Eagle Advisors, LLC | $1.2M | 25,834 | 0.15% | 22q | -7.5%-$98.8K |
| SPINNAKER TRUST | $1.2M | 25,674 | 0.06% | 14q | -1.5%-$18.7K |
| Integrity Financial Corp /WA | $1.2M | 24,937 | 0.56% | 19q | -6.0%-$75.4K |
| CFC Planning Co LLC | $1.2M | 24,335 | 0.67% | 4q | +7.4%+$79.6K |
| Capasso Planning Partners LLC | $1.1M | 23,006 | 0.54% | 6q | +1.1%+$11.7K |
| Quartz Partners, LLC | $1.1M | 22,215 | 0.34% | 4q | +21.7%+$187.6K |
| JPMORGAN CHASE & CO | $1.0M | 21,280 | 0.00% | 12q | +278.4%+$739.5K |
| LifeWealth Investments, LLC | $996.4K | 21,033 | 0.27% | 7q | HELD |
| WORLD EQUITY GROUP, INC. | $904.4K | 19,090 | 0.20% | 13q | HELD |
| Waverly Advisors, LLC | $840.1K | 17,733 | 0.00% | 3q | -0.8%-$6.4K |
| TRUIST FINANCIAL CORP | $816.1K | 17,227 | 0.00% | 15q | +40.4%+$234.8K |
| Kovack Advisors, Inc. | $813.8K | 17,183 | 0.04% | 3q | -4.0%-$33.7K |
| GTS SECURITIES LLC | $813.3K | 17,167 | 0.02% | 2q | +102.4%+$411.4K |
| Optivise Advisory Services LLC | $808.3K | 17,061 | 0.41% | 7q | HELD |
| Tanglewood Legacy Advisors, LLC | $789.6K | 16,666 | 0.25% | 15q | HELD |
| Falcon Wealth Planning | $786.6K | 16,603 | 0.05% | 3q | HELD |
| 1ST SOURCE BANK | $782.7K | 16,522 | 0.04% | 2q | +1.1%+$8.2K |
| Sowell Financial Services LLC | $728.1K | 15,368 | 0.02% | 15q | -1.9%-$13.8K |
| MGO ONE SEVEN LLC | $725.8K | 15,321 | 0.01% | 3q | HELD |
| Sanctuary Advisors, LLC | $675.4K | 14,257 | 0.00% | 7q | HELD |
| Buck Wealth Strategies, LLC | $660.1K | 13,934 | 0.07% | 6q | HELD |
| IFP Advisors, Inc | $652.4K | 13,772 | 0.01% | 19q | +58.3%+$240.2K |
| Clark Capital Management Group, Inc. | $634.4K | 13,392 | 0.00% | 4q | HELD |
| RFG Advisory, LLC | $622.8K | 13,147 | 0.01% | 5q | +8.8%+$50.2K |
| Schulz Wealth, LTD. | $612.4K | 12,927 | 0.32% | 10q | HELD |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | $597.0K | 12,616 | 0.15% | 11q | HELD |
| Janney Montgomery Scott LLC | $501.0K | 10,567 | 0.00% | 11q | -9.8%-$54.7K |
| MTM Investment Management, LLC | $500.8K | 10,570 | 0.14% | 7q | HELD |
| NewEdge Advisors, LLC | $491.2K | 10,369 | 0.00% | 17q | HELD |
| McKinley Carter Wealth Services, Inc. | $464.3K | 9,800 | 0.02% | 19q | HELD |
| &PARTNERS | $458.8K | 9,685 | 0.00% | 3q | HELD |
| FIDUCIARY FINANCIAL ADVISORS | $445.2K | 9,399 | 0.05% | new | NEW |
| Mutual Advisors, LLC | $416.6K | 8,794 | 0.01% | 2q | -3.7%-$16.1K |
| Advisory Services Network, LLC | $403.4K | 8,515 | 0.00% | 10q | HELD |
| Madrona Financial Services, LLC | $389.3K | 8,218 | 0.07% | 3q | HELD |
| Sage Capital Advisors,llc | $367.4K | 7,756 | 0.08% | 16q | HELD |
| Cottage Street Advisors LLC | $366.0K | 7,725 | 0.14% | 6q | -20.3%-$93.4K |
| Stratos Wealth Partners, LTD. | $361.6K | 7,632 | 0.00% | 14q | HELD |
| SOA Wealth Advisors, LLC. | $359.2K | 7,582 | 0.06% | 19q | HELD |
| First Heartland Consultants, Inc. | $356.6K | 7,527 | 0.02% | 5q | HELD |
| ATX Financial Planning, LLC | $339.9K | 7,175 | 0.22% | 3q | +16.0%+$46.9K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $339.3K | 7,121 | 0.00% | 8q | +5.0%+$16.2K |
| StoneX Group Inc. | $337.4K | 7,121 | 0.01% | 18q | -6.5%-$23.6K |
| Prime Capital Investment Advisors, LLC | $335.5K | 7,082 | 0.00% | 2q | -3.1%-$10.7K |
| HighTower Advisors, LLC | $328.5K | 6,935 | 0.00% | new | NEW |
| Capital Investment Advisory Services, LLC | $326.6K | 6,894 | 0.02% | 11q | -1.7%-$5.6K |
| Grantvest Financial Group LLC | $323.6K | 6,831 | 0.19% | 6q | -18.4%-$72.8K |
| Vestmark Advisory Solutions, Inc. | $320.4K | 6,763 | 0.00% | 3q | HELD |
| ELEVATION POINT WEALTH PARTNERS, LLC | $320.4K | 6,763 | 0.01% | 4q | HELD |
| Wedmont Private Capital | $297.8K | 6,250 | 0.01% | 2q | HELD |
| Certified Advisory Corp | $294.7K | 6,220 | 0.02% | 9q | HELD |
| Per Stirling Capital Management, LLC. | $290.3K | 6,129 | 0.03% | 5q | HELD |
| Mariner, LLC | $289.0K | 6,100 | 0.00% | 10q | -9.0%-$28.4K |
| Accelerate Investment Advisors LLC | $286.5K | 6,048 | 0.16% | 7q | HELD |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $271.8K | 5,737 | 0.00% | 5q | HELD |
| HERITAGE OAK WEALTH ADVISORS LLC | $271.4K | 5,728 | 0.08% | 6q | HELD |
| Legacy Capital Wealth Partners, LLC | $261.1K | 5,512 | 0.05% | 5q | HELD |
| BRIGHTON JONES LLC | $252.9K | 5,338 | 0.00% | 2q | HELD |
| EVOLUTION WEALTH MANAGEMENT INC. | $244.5K | 5,161 | 0.14% | 5q | HELD |
| Pinnacle Wealth Planning Services, Inc. | $236.9K | 5,000 | 0.02% | 2q | HELD |
| Sequent Planning LLC | $236.5K | 4,992 | 0.05% | 2q | HELD |
| UPTICK PARTNERS, LLC | $224.1K | 4,730 | 0.03% | new | NEW |
| FIRST TRUST ADVISORS LP | $223.2K | 4,712 | 0.00% | new | NEW |
| ARBOR CAPITAL MANAGEMENT INC /ADV | $216.2K | 4,572 | 0.21% | 11q | -54.2%-$256.0K |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-10-22 | 13G/A | First Trust Portfolios L.P.with 2 co-filers | 41.6% |
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 | $60.6M | 1,246,472 | 0 | 4 | 19 | 0.0% |
| Q2 2026 | 127 | $198.0M | 4,179,924 | 8 | 24 | 39 | 0.0% |
| Q1 2026 | 129 | $181.7M | 4,100,890 | 19 | 31 | 39 | 0.0% |
| Q4 2025 | 118 | $186.7M | 4,140,001 | 17 | 25 | 40 | 0.0% |
| Q3 2025 | 104 | $138.2M | 3,163,970 | 8 | 17 | 39 | 0.0% |
| Q2 2025 | 105 | $137.8M | 3,299,628 | 11 | 18 | 41 | 0.0% |
| Q1 2025 | 105 | $146.7M | 3,741,187 | 10 | 39 | 26 | 0.0% |
| Q4 2024 | 104 | $135.3M | 3,369,482 | 19 | 24 | 35 | 0.0% |
| Q3 2024 | 84 | $180.6M | 4,576,566 | 9 | 9 | 38 | 0.0% |
| Q2 2024 | 84 | $183.2M | 4,755,698 | 7 | 8 | 44 | 0.0% |
| Q1 2024 | 84 | $196.3M | 5,237,952 | 9 | 31 | 28 | 0.0% |
| Q4 2023 | 80 | $199.0M | 5,565,515 | 20 | 27 | 16 | 0.0% |
| Q3 2023 | 58 | $141.5M | 4,215,516 | 6 | 11 | 25 | 0.0% |
| Q2 2023 | 60 | $162.9M | 4,829,049 | 5 | 10 | 23 | 0.0% |
| Q1 2023 | 65 | $160.7M | 5,024,008 | 12 | 19 | 21 | 0.0% |
| Q4 2022 | 62 | $103.1M | 3,365,584 | 20 | 14 | 22 | 0.0% |
| Q3 2022 | 48 | $10.7B | 355,740,026 | 5 | 23 | 13 | 0.0% |
| Q2 2022 | 49 | $5.8B | 192,266,802 | 17 | 15 | 9 | 0.0% |
| Q1 2022 | 39 | $6.5B | 202,120,064 | 14 | 15 | 4 | 0.0% |
| Q4 2021 | 27 | $2.3B | 68,847,934 | 13 | 4 | 6 | 0.0% |
| Q3 2021 | 17 | $2.0B | 63,510,338 | 3 | 4 | 7 | 0.0% |
| Q2 2021 | 15 | $2.1B | 64,620,344 | 2 | 2 | 6 | 0.0% |
| Q1 2021 | 19 | $2.0B | 65,647,790 | 10 | 7 | 1 | 0.0% |
| Q4 2020 | 11 | $1.1B | 36,753,922 | 10 | 0 | 0 | 0.0% |