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DaveManuel.com · Institutional Ownership · Who Owns It

FIRST TR EXCHNG TRADED FD VI (QCJA)

Institutional ownership reported to the SEC as of Q2 2026, across 7 quarters.

43
Reporting holders
$55.6M
Reported value
0.0%
Calls
0.0%
Puts
-4
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

Download these holders as CSV

FilerValueShares Their book Held Change
First International Bank of Israel Ltd.$21.0M900,0005.73%2qHELD
Cambridge Investment Research Advisors, Inc.$6.8M292,0500.01%6q+1.3%+$85.4K
RAYMOND JAMES FINANCIAL INC$2.6M111,2280.00%6q+2.2%+$56.1K
Sage Capital Advisors,llc$2.5M106,3990.52%5qHELD
Cetera Investment Advisers$2.5M104,9550.00%6q+2.1%+$50.7K
LPL Financial LLC$2.1M91,5360.00%2q-1.4%-$30.4K
Kestra Advisory Services, LLC$1.6M67,3840.01%6q-43.0%-$1.2M
ENVESTNET ASSET MANAGEMENT INC$1.2M52,8940.00%6q+1.8%+$22.1K
Falcon Wealth Planning$1.1M45,8450.07%2qHELD
HighTower Advisors, LLC$1.0M43,8800.00%newNEW
Diligent Investors, LLC$1.0M43,2000.22%2q-2.3%-$23.4K
COMMONWEALTH EQUITY SERVICES, LLC$1.0M42,8900.00%6q+3.8%+$37.2K
Sequent Planning LLC$930.3K39,8180.20%6q-12.6%-$133.7K
Sigma Planning Corp$908.0K38,8620.02%6qHELD
Comprehensive Financial Consultants Institutional, Inc.$867.9K37,1470.23%6q+7.8%+$62.9K
Pinnacle Financial Partners, Inc.$752.3K32,1990.01%3q-5.5%-$43.5K
OLD MISSION CAPITAL LLC$750.2K32,1080.01%2q+195.8%+$496.6K
Grantvest Financial Group LLC$668.6K28,6140.39%4q-5.7%-$40.2K
SUSQUEHANNA INTERNATIONAL GROUP, LLP$624.6K26,7340.00%5q-38.3%-$387.1K
CARY STREET PARTNERS FINANCIAL LLC$521.4K22,3140.01%6qHELD
Robertson Stephens Wealth Management, LLC$518.7K22,2000.01%2q-3.9%-$21.0K
Main Street Financial Solutions, LLC$409.5K17,5280.03%2qHELD
Signature Equity Partners, LLC$387.5K16,5850.18%3q-8.9%-$38.0K
HARBOUR INVESTMENTS, INC.$384.0K16,4350.01%6q-70.4%-$911.2K
Jaffetilchin Investment Partners, LLC$345.3K14,7770.02%2qHELD
Steward Partners Investment Advisory, LLC$320.8K13,7290.00%2qHELD
INSIGNEO ADVISORY SERVICES, LLC$299.7K12,8280.01%2q-5.2%-$16.5K
OSAIC HOLDINGS, INC.$294.2K12,5930.00%2qHELD
PARK AVENUE SECURITIES LLC$292.0K12,4810.00%2qHELD
Cypress Wealth Services, LLC$290.8K12,4440.04%5qHELD
SILVER OAK SECURITIES, INCORPORATED$275.4K11,7850.02%2q+21.2%+$48.1K
Capital Analysts, LLC$266.0K11,3860.01%6qHELD
Foundations Investment Advisors, LLC$262.5K11,2360.00%2q+0.9%+$2.5K
Benson Wealth Management INC$243.1K10,4030.24%3q-89.7%-$2.1M
MONEY CONCEPTS CAPITAL CORP$226.1K9,6770.01%newNEW
DHJJ Financial Advisors, Ltd.$92.7K3,9670.03%6qHELD
Capital Investment Advisory Services, LLC$73.2K3,1350.00%2qHELD
JPMORGAN CHASE & CO$48.0K2,0600.00%newNEW
Farther Finance Advisors, LLC$46.4K1,9920.00%2q+635.1%+$40.1K
IFP Advisors, Inc$43.4K1,8570.00%5qHELD
LANARK FINANCIAL, INC.$23.4K1,0000.00%5qHELD
HOLLENCREST CAPITAL MANAGEMENT$17.5K7500.00%5q-40.0%-$11.7K
Integrity Financial Corp /WA$6.6K2840.00%2qHELD

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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202613$7.8M323,5400130.0%
Q2 202643$55.6M2,381,189310130.0%
Q1 202647$55.0M2,552,600211550.0%
Q4 202531$20.6M932,66825140.0%
Q3 202531$23.6M1,102,87751070.0%
Q2 202533$40.2M1,947,359131250.0%
Q1 202523$22.0M1,149,61023000.0%