FIRST TR EXCHANGE-TRADED FD (HYTI)
Institutional ownership reported to the SEC as of Q2 2026, across 7 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 |
|---|---|---|---|---|---|
| Luken Investment Analytics, LLC | $11.5M | 603,991 | 4.04% | 2q | -1.9%-$228.5K |
| Cambridge Investment Research Advisors, Inc. | $10.0M | 522,414 | 0.01% | 5q | +114.2%+$5.3M |
| Kestra Advisory Services, LLC | $9.8M | 511,344 | 0.03% | 5q | +2.6%+$247.7K |
| Garden State Investment Advisory Services LLC | $5.7M | 298,401 | 1.03% | 5q | +10.3%+$530.7K |
| Insight Advisors, LLC/ PA | $4.0M | 211,387 | 0.71% | 5q | +11.7%+$424.2K |
| SageGuard Financial Group, LLC | $4.0M | 207,445 | 0.56% | 3q | +35.1%+$1.0M |
| Balboa Wealth Partners | $2.3M | 119,986 | 0.31% | 2q | +39.7%+$651.7K |
| Cetera Investment Advisers | $2.0M | 106,087 | 0.00% | 3q | +38.1%+$559.1K |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.8M | 95,544 | 0.00% | 2q | +16.5%+$258.4K |
| Brookstone Capital Management | $1.8M | 93,993 | 0.02% | 6q | -8.1%-$157.8K |
| INDEPENDENT FINANCIAL GROUP, LLC | $1.7M | 91,273 | 0.03% | 4q | -11.8%-$232.8K |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $1.6M | 81,126 | 0.07% | 3q | HELD |
| Capital Investment Advisory Services, LLC | $1.3M | 67,146 | 0.08% | 6q | +1.5%+$19.4K |
| ENVESTNET ASSET MANAGEMENT INC | $1.2M | 64,081 | 0.00% | 4q | -7.7%-$101.9K |
| Benson Wealth Management INC | $1.1M | 55,541 | 1.07% | 3q | -16.4%-$208.2K |
| OneDigital Investment Advisors LLC | $1.1M | 55,179 | 0.01% | 5q | -0.5%-$5.5K |
| Next Level Private LLC | $966.4K | 50,564 | 0.19% | 3q | +22.1%+$174.7K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $805.4K | 42,410 | 0.05% | 2q | +153.2%+$487.3K |
| Kovack Advisors, Inc. | $716.1K | 37,707 | 0.03% | new | NEW |
| Southern Financial Group, LLC | $664.0K | 34,738 | 0.17% | 3q | -3.7%-$25.7K |
| LPL Financial LLC | $546.1K | 28,572 | 0.00% | new | NEW |
| JANE STREET GROUP, LLC | $504.7K | 26,408 | 0.00% | 6q | -59.2%-$733.4K |
| Clear Creek Financial Management, LLC | $494.8K | 25,888 | 0.03% | 3q | HELD |
| Integrated Wealth Concepts LLC | $488.5K | 25,558 | 0.00% | 3q | +54.0%+$171.2K |
| HARBOUR INVESTMENTS, INC. | $413.4K | 21,627 | 0.01% | 5q | HELD |
| Ameritas Advisory Services, LLC | $386.9K | 20,244 | 0.01% | new | NEW |
| Steward Partners Investment Advisory, LLC | $306.4K | 16,029 | 0.00% | new | NEW |
| Maridea Wealth Management LLC | $292.6K | 15,311 | 0.03% | 2q | -59.9%-$438.0K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $283.9K | 14,855 | 0.00% | new | NEW |
| OLD MISSION CAPITAL LLC | $229.5K | 12,010 | 0.00% | 3q | +13.4%+$27.2K |
| Ferguson Shapiro LLC | $200.8K | 10,505 | 0.06% | 4q | HELD |
| Capital Analysts, LLC | $171.0K | 8,916 | 0.00% | 4q | -36.5%-$98.3K |
| Bullseye Investment Management, LLC | $123.3K | 6,450 | 0.06% | 3q | HELD |
| Triumph Capital Management | $24.6K | 1,287 | 0.00% | 3q | +2.1% |
| OSAIC HOLDINGS, INC. | $24.4K | 1,275 | 0.00% | new | NEW |
| Cape Investment Advisory, Inc. | $9.9K | 520 | 0.00% | new | NEW |
| Key Financial Inc | $9.6K | 500 | 0.00% | new | NEW |
| City State Bank | $3.8K | 200 | 0.00% | 4q | HELD |
| SBI Securities Co., Ltd. | $1.7K | 87 | 0.00% | 2q | +67.3% |
| WELLS FARGO & COMPANY/MN | $7 | none filed | 0.00% | 2q | -100.0% |
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 |
|---|---|---|---|
| 2026-10-30 | 13G | First Trust Portfolios L.P.with 2 co-filers | 7.5% |
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 | 14 | $14.8M | 757,218 | 2 | 7 | 3 | 0.0% |
| Q2 2026 | 40 | $68.5M | 3,586,599 | 8 | 15 | 11 | 0.0% |
| Q1 2026 | 34 | $59.8M | 3,106,664 | 8 | 16 | 7 | 0.0% |
| Q4 2025 | 26 | $36.7M | 1,856,054 | 10 | 11 | 1 | 0.0% |
| Q3 2025 | 17 | $23.7M | 1,185,462 | 8 | 7 | 0 | 0.0% |
| Q2 2025 | 11 | $15.7M | 784,863 | 8 | 2 | 1 | 0.0% |
| Q1 2025 | 4 | $2.5M | 126,830 | 4 | 0 | 0 | 0.0% |