FIRST TR EXCHNG TRADED FD VI (DECM)
Institutional ownership reported to the SEC as of Q2 2026, across 8 quarters.
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 |
|---|---|---|---|---|---|
| PRECEDENT WEALTH PARTNERS, LLC | $13.6M | 403,734 | 2.26% | 6q | -25.5%-$4.6M |
| Capasso Planning Partners LLC | $2.4M | 70,431 | 1.18% | 2q | -5.3%-$133.9K |
| Kestra Advisory Services, LLC | $2.0M | 58,454 | 0.01% | 6q | -3.1%-$62.2K |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.8M | 53,874 | 0.00% | 7q | -7.1%-$139.7K |
| Mariner, LLC | $1.1M | 31,787 | 0.00% | 3q | +6.6%+$66.5K |
| Atria Investments, Inc | $967.8K | 28,706 | 0.01% | 5q | -3.7%-$37.4K |
| OLD MISSION CAPITAL LLC | $888.1K | 26,341 | 0.01% | 6q | +116.7%+$478.2K |
| Madrona Financial Services, LLC | $881.9K | 26,158 | 0.16% | 7q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $819.0K | 24,292 | 0.00% | 5q | -28.5%-$325.7K |
| Clear Creek Financial Management, LLC | $805.8K | 23,900 | 0.05% | 6q | -0.6%-$5.1K |
| HARBOUR INVESTMENTS, INC. | $767.6K | 22,769 | 0.01% | 7q | +38.4%+$213.2K |
| HBW ADVISORY SERVICES LLC | $572.8K | 16,989 | 0.05% | 6q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $546.9K | 16,222 | 0.00% | 7q | +19.8%+$90.5K |
| Pinnacle Financial Partners, Inc. | $506.8K | 15,033 | 0.00% | 3q | HELD |
| Cetera Investment Advisers | $470.1K | 13,943 | 0.00% | 6q | +27.8%+$102.1K |
| Legacy Capital Wealth Partners, LLC | $445.4K | 13,210 | 0.09% | 6q | HELD |
| LPL Financial LLC | $422.4K | 12,528 | 0.00% | 5q | HELD |
| Capital Analysts, LLC | $391.0K | 11,593 | 0.01% | 7q | HELD |
| Americana Partners, LLC | $380.9K | 11,298 | 0.01% | 3q | -1.1%-$4.2K |
| Buck Wealth Strategies, LLC | $350.6K | 10,400 | 0.04% | 6q | HELD |
| JANE STREET GROUP, LLC | $341.1K | 10,118 | 0.00% | 3q | +9.3%+$29.0K |
| MILESTONE ASSET MANAGEMENT, LLC | $309.0K | 9,166 | 0.05% | 5q | -5.5%-$18.1K |
| AE Wealth Management LLC | $306.5K | 9,092 | 0.00% | 7q | -39.5%-$200.4K |
| Commonwealth Financial Services, LLC | $303.1K | 8,990 | 0.04% | 3q | HELD |
| TRUIST FINANCIAL CORP | $298.4K | 8,852 | 0.00% | 3q | +29.2%+$67.5K |
| LVZ, Inc. | $289.0K | 8,573 | 0.03% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $262.0K | 7,780 | 0.00% | 7q | -9.3%-$26.9K |
| NewEdge Advisors, LLC | $229.3K | 6,800 | 0.00% | 7q | HELD |
| Security Financial Services, INC. | $218.8K | 6,491 | 0.03% | 6q | HELD |
| Gallagher Fiduciary Advisors, LLC | $210.2K | 6,235 | 0.01% | 3q | HELD |
| Grantvest Financial Group LLC | $201.1K | 5,965 | 0.12% | new | NEW |
| Steward Partners Investment Advisory, LLC | $102.8K | 3,049 | 0.00% | 3q | HELD |
| EVOLUTION WEALTH MANAGEMENT INC. | $90.2K | 2,675 | 0.05% | 5q | HELD |
| Capital Investment Advisory Services, LLC | $67.3K | 1,995 | 0.00% | 6q | HELD |
| FIDUCIARY FINANCIAL ADVISORS | $55.8K | 1,655 | 0.01% | new | NEW |
| OSAIC HOLDINGS, INC. | $53.4K | 1,583 | 0.00% | 7q | HELD |
| Noble Wealth Management PBC | $16.9K | 500 | 0.01% | 5q | HELD |
| JPMORGAN CHASE & CO | $16.1K | 479 | 0.00% | new | NEW |
| Integrity Financial Corp /WA | $7.1K | 212 | 0.00% | 2q | HELD |
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 |
|---|---|---|---|
| 2026-10-07 | 13G/A | First Trust Portfolios L.P.with 2 co-filers | 16.3% |
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 | 16 | $6.7M | 196,886 | 1 | 1 | 3 | 0.0% |
| Q2 2026 | 39 | $33.4M | 991,872 | 4 | 7 | 11 | 0.0% |
| Q1 2026 | 37 | $36.5M | 1,117,660 | 3 | 7 | 15 | 0.0% |
| Q4 2025 | 36 | $27.3M | 829,912 | 8 | 9 | 12 | 0.0% |
| Q3 2025 | 31 | $31.6M | 978,472 | 0 | 10 | 6 | 0.0% |
| Q2 2025 | 32 | $31.5M | 997,722 | 5 | 9 | 7 | 0.0% |
| Q1 2025 | 33 | $30.6M | 1,000,425 | 19 | 5 | 3 | 0.0% |
| Q4 2024 | 14 | $4.7M | 151,681 | 14 | 0 | 0 | 0.0% |