FIRST TR EXCHNG TRADED FD VI (JANM)
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 |
|---|---|---|---|---|---|
| Apollon Wealth Management, LLC | $3.0M | 88,987 | 0.04% | 6q | +13.6%+$360.1K |
| Maia Wealth LLC | $2.4M | 70,835 | 0.35% | 2q | -5.3%-$134.4K |
| COMMONWEALTH EQUITY SERVICES, LLC | $934.1K | 27,598 | 0.00% | 6q | -27.8%-$360.4K |
| CITADEL ADVISORS LLC | $866.7K | 25,608 | 0.00% | 2q | +27.2%+$185.3K |
| Cetera Investment Advisers | $866.4K | 25,599 | 0.00% | 6q | +7.9%+$63.4K |
| Capasso Planning Partners LLC | $705.6K | 20,847 | 0.35% | 2q | -3.6%-$26.0K |
| OLD MISSION CAPITAL LLC | $551.0K | 16,281 | 0.01% | 2q | -58.6%-$780.5K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $513.2K | 15,163 | 0.00% | 6q | +140.2%+$299.6K |
| Kestra Advisory Services, LLC | $483.4K | 14,284 | 0.00% | 6q | HELD |
| Legacy Capital Wealth Partners, LLC | $427.0K | 12,615 | 0.08% | 6q | HELD |
| Madrona Financial Services, LLC | $335.3K | 9,907 | 0.06% | 2q | +62.2%+$128.6K |
| PRECEDENT WEALTH PARTNERS, LLC | $287.6K | 8,498 | 0.05% | 6q | HELD |
| NewEdge Advisors, LLC | $271.3K | 8,017 | 0.00% | 6q | HELD |
| Vise Technologies, Inc. | $271.3K | 8,017 | 0.00% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $250.4K | 7,399 | 0.00% | 2q | HELD |
| Cambridge Investment Research Advisors, Inc. | $246.0K | 7,260 | 0.00% | 5q | -2.0%-$5.0K |
| ENVESTNET ASSET MANAGEMENT INC | $219.1K | 6,474 | 0.00% | new | NEW |
| Americana Partners, LLC | $213.8K | 6,316 | 0.00% | 4q | -9.6%-$22.7K |
| Prasad Wealth Partners, LLC | $203.1K | 6,000 | 0.05% | new | NEW |
| Capital Analysts, LLC | $154.0K | 4,537 | 0.00% | 2q | HELD |
| Buck Wealth Strategies, LLC | $101.5K | 3,000 | 0.01% | new | NEW |
| Noble Wealth Management PBC | $98.2K | 2,900 | 0.04% | 4q | -6.5%-$6.8K |
| OSAIC HOLDINGS, INC. | $89.7K | 2,649 | 0.00% | 6q | HELD |
| DHJJ Financial Advisors, Ltd. | $51.3K | 1,515 | 0.01% | 2q | HELD |
| JPMORGAN CHASE & CO | $45.6K | 1,350 | 0.00% | 6q | HELD |
| UBS Group AG | $13.1K | 388 | 0.00% | 3q | +3780.0%+$12.8K |
| Capital Investment Advisory Services, LLC | $8.5K | 250 | 0.00% | 6q | HELD |
| WOLFF WIESE MAGANA LLC | $3.4K | 100 | 0.00% | 6q | 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 |
|---|---|---|---|
| 2026-10-14 | 13G/A | First Trust Portfolios L.P.with 2 co-filers | 15.9% |
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 | $7.0M | 203,171 | 2 | 0 | 2 | 0.0% |
| Q2 2026 | 28 | $13.6M | 402,394 | 4 | 6 | 7 | 0.0% |
| Q1 2026 | 26 | $13.0M | 396,137 | 8 | 4 | 9 | 0.0% |
| Q4 2025 | 20 | $10.8M | 327,575 | 2 | 2 | 8 | 0.0% |
| Q3 2025 | 23 | $20.8M | 640,767 | 3 | 4 | 9 | 0.0% |
| Q2 2025 | 21 | $24.6M | 775,070 | 4 | 7 | 1 | 0.0% |
| Q1 2025 | 21 | $14.9M | 483,613 | 21 | 0 | 0 | 0.0% |