DaveManuel.com · Institutional Ownership · Who Owns It
FIRST TR EXCHNG TRADED FD VI (DHDG)
Institutional ownership reported to the SEC as of Q2 2026, across 8 quarters.
33
Reporting holders
$128.7M
Reported value
0.0%
Calls
0.0%
Puts
+7
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 |
|---|---|---|---|---|---|
| HOLLENCREST CAPITAL MANAGEMENT | $75.1M | 2,052,858 | 4.89% | new | NEW |
| Bullseye Investment Management, LLC | $10.9M | 297,805 | 5.35% | 7q | -11.0%-$1.3M |
| AXXCESS WEALTH MANAGEMENT, LLC | $5.6M | 152,069 | 0.09% | 2q | +5.8%+$303.0K |
| Farther Finance Advisors, LLC | $5.3M | 146,020 | 0.04% | new | NEW |
| SMART Wealth LLC | $5.1M | 139,786 | 1.10% | 6q | -10.9%-$627.2K |
| Gallagher Fiduciary Advisors, LLC | $4.9M | 133,557 | 0.16% | new | NEW |
| Atria Investments, Inc | $4.7M | 129,739 | 0.05% | new | NEW |
| Arkadios Wealth Advisors | $3.9M | 105,356 | 0.06% | new | NEW |
| Cetera Investment Advisers | $2.4M | 65,087 | 0.00% | 3q | +481.8%+$2.0M |
| Maia Wealth LLC | $2.2M | 61,161 | 0.33% | 3q | -1.6%-$37.0K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.7M | 45,353 | 0.00% | 7q | -38.8%-$1.1M |
| Capital Investment Advisory Services, LLC | $1.4M | 37,201 | 0.08% | 2q | HELD |
| Sigma Planning Corp | $1.2M | 33,942 | 0.03% | 2q | -3.9%-$49.7K |
| OLD MISSION CAPITAL LLC | $706.4K | 19,318 | 0.01% | 3q | +87.6%+$329.9K |
| Investors Portfolio Services LLC | $434.6K | 11,885 | 0.33% | 3q | -97.6%-$17.9M |
| US BANCORP \DE\ | $412.7K | 11,287 | 0.00% | new | NEW |
| HRT FINANCIAL LP | $341.0K | 9,332 | 0.00% | new | NEW |
| Cambridge Advisors Inc. | $318.8K | 8,717 | 0.05% | 7q | HELD |
| Arax Advisory Partners | $303.5K | 8,300 | 0.00% | 3q | +7.8%+$21.9K |
| MML INVESTORS SERVICES, LLC | $301.9K | 8,257 | 0.00% | 2q | -18.3%-$67.8K |
| ENVESTNET ASSET MANAGEMENT INC | $301.9K | 8,257 | 0.00% | 2q | -18.3%-$67.8K |
| JANE STREET GROUP, LLC | $278.6K | 7,618 | 0.00% | new | NEW |
| Snowden Capital Advisors LLC | $259.6K | 7,100 | 0.01% | 2q | +4.4%+$11.0K |
| LPL Financial LLC | $248.7K | 6,800 | 0.00% | 4q | HELD |
| Optivise Advisory Services LLC | $205.4K | 5,616 | 0.10% | new | NEW |
| N.E.W. Advisory Services LLC | $80.4K | 2,200 | 0.01% | 3q | +10.0%+$7.3K |
| Godfrey Financial Associates, Inc. | $69.5K | 1,900 | 0.05% | 3q | HELD |
| AE Wealth Management LLC | $54.3K | 1,484 | 0.00% | 7q | +103.6%+$27.6K |
| BARCLAYS PLC | $49.6K | 1,356 | 0.00% | 3q | HELD |
| HAZLETT, BURT & WATSON, INC. | $16.0K | 435 | 0.00% | 2q | HELD |
| Noble Wealth Management PBC | $14.6K | 400 | 0.01% | 5q | HELD |
| Triumph Capital Management | $7.3K | 200 | 0.00% | 3q | HELD |
| OSAIC HOLDINGS, INC. | $4.8K | 131 | 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 | 11 | $36.6M | 972,410 | 1 | 5 | 2 | 0.0% |
| Q2 2026 | 33 | $128.7M | 3,520,527 | 10 | 7 | 8 | 0.0% |
| Q1 2026 | 26 | $48.6M | 1,446,125 | 8 | 5 | 5 | 0.0% |
| Q4 2025 | 20 | $24.0M | 705,182 | 8 | 3 | 6 | 0.0% |
| Q3 2025 | 14 | $24.6M | 764,347 | 6 | 1 | 4 | 0.0% |
| Q2 2025 | 12 | $16.2M | 520,268 | 4 | 2 | 3 | 0.0% |
| Q1 2025 | 15 | $24.7M | 818,734 | 10 | 3 | 1 | 0.0% |
| Q4 2024 | 7 | $7.0M | 230,915 | 7 | 0 | 0 | 0.0% |