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DaveManuel.com · Institutional Ownership · Who Owns It

FIRST TR EXCHNG TRADED FD VI (QCJL)

Institutional ownership reported to the SEC as of Q2 2026, across 9 quarters.

57
Reporting holders
$40.3M
Reported value
0.0%
Calls
0.0%
Puts
-2
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
RAYMOND JAMES FINANCIAL INC$8.2M325,8470.00%7q-15.9%-$1.5M
TRUIST FINANCIAL CORP$4.1M163,9970.00%8q-3.9%-$166.1K
SUSQUEHANNA INTERNATIONAL GROUP, LLP$2.3M90,5900.00%8q+51.5%+$771.2K
PARK AVENUE SECURITIES LLC$2.1M84,3670.01%4qHELD
Cetera Investment Advisers$1.9M74,8240.00%8q-15.6%-$346.4K
Lionshead Wealth Management, LLC$1.9M74,6021.21%5q-1.0%-$18.1K
Falcon Wealth Planning$1.6M62,4510.10%6qHELD
COMMONWEALTH EQUITY SERVICES, LLC$1.2M48,6180.00%8q-5.6%-$72.7K
Ausdal Financial Partners, Inc.$1.1M43,9260.04%7qHELD
Arkadios Wealth Advisors$1.1M43,2440.02%3q-9.5%-$113.3K
Apollon Wealth Management, LLC$975.0K38,9140.01%4qHELD
Beacon Pointe Advisors, LLC$950.7K37,9450.00%2qHELD
Cambridge Investment Research Advisors, Inc.$915.0K36,5020.00%8q+4.8%+$41.9K
OLD MISSION CAPITAL LLC$914.4K36,4950.01%newNEW
SILVER OAK SECURITIES, INCORPORATED$840.7K33,5550.05%8q-17.4%-$176.8K
Diligent Investors, LLC$838.1K33,4500.19%8q-4.3%-$37.6K
OSAIC HOLDINGS, INC.$650.2K25,9500.00%8q+15.3%+$86.4K
Grantvest Financial Group LLC$564.7K22,5380.33%7q-7.1%-$43.4K
Kestra Advisory Services, LLC$564.3K22,5230.00%8q-67.2%-$1.2M
Foundations Investment Advisors, LLC$562.3K22,4430.01%8q+0.6%+$3.2K
Raab & Moskowitz Asset Management LLC$513.6K20,5000.10%8q-4.7%-$25.1K
Sigma Planning Corp$507.8K20,2680.01%4q+1.8%+$8.9K
Sequent Planning LLC$432.3K17,2560.09%4q-19.3%-$103.6K
StoneX Group Inc.$412.0K16,4480.02%8q+6.5%+$25.3K
Global Assets Advisory, LLC$400.8K16,0000.09%newNEW
INSIGNEO ADVISORY SERVICES, LLC$390.3K15,5780.01%7q-0.9%-$3.4K
Arete Wealth Advisors, LLC$376.3K15,0150.02%8qHELD
HighTower Advisors, LLC$368.3K14,7000.00%4qHELD
UPTICK PARTNERS, LLC$333.9K13,3250.05%4qHELD
Parallel Advisors, LLC$310.7K12,4000.00%3q-1.6%-$5.0K
MML INVESTORS SERVICES, LLC$297.7K11,8830.00%newNEW
JANE STREET GROUP, LLC$269.8K10,7690.00%newNEW
LPL Financial LLC$253.4K10,1150.00%6q-71.6%-$637.9K
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$251.8K10,0500.02%7qHELD
First Heartland Consultants, Inc.$247.8K9,8890.02%7qHELD
Chris Bulman Inc$243.6K9,7230.09%5qHELD
Brookstone Capital Management$221.0K8,8200.00%5q-2.3%-$5.1K
MONEY CONCEPTS CAPITAL CORP$213.7K8,5290.01%newNEW
EP Wealth Advisors, LLC$206.3K8,2350.00%4q-10.3%-$23.8K
Redhawk Wealth Advisors, Inc.$202.4K8,0780.02%newNEW
Farther Finance Advisors, LLC$120.3K4,8000.00%newNEW
DHJJ Financial Advisors, Ltd.$111.3K4,4420.03%6qHELD
Capital Investment Advisory Services, LLC$107.2K4,2800.01%4q-21.4%-$29.2K
Benson Wealth Management INC$67.0K2,6760.07%3qHELD
Silver Grove Financial Group, Inc.$55.1K2,2000.03%3qHELD
Capital Analysts, LLC$55.0K2,2140.00%6qHELD
Triumph Capital Management$54.9K2,1900.01%3qHELD
JPMORGAN CHASE & CO$37.5K1,5000.00%4qHELD
FIDUCIARY FINANCIAL ADVISORS$33.3K1,3300.00%newNEW
LANARK FINANCIAL, INC.$25.1K1,0000.00%7qHELD
UBS Group AG$23.6K9420.00%newNEW
CREATIVE FINANCIAL DESIGNS INC /ADV$22.2K8870.00%4q+2.2%
MORGAN STANLEY$21.4K8550.00%8qHELD
Noble Wealth Management PBC$10.0K4000.00%4qHELD
Bullseye Investment Management, LLC$3.8K1500.00%3qHELD
HAZLETT, BURT & WATSON, INC.$2.0K760.00%6qHELD
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1.9K770.00%newNEW

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 →

FiledFormFiler % of class
2026-10-2213G/ATRUIST FINANCIAL CORP4.1%

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 202623$12.8M516,0445730.0%
Q2 202657$40.3M1,610,381107180.0%
Q1 202659$43.1M1,843,70369200.0%
Q4 202564$45.6M1,920,712106250.0%
Q3 202556$49.7M2,134,8821917100.0%
Q2 202540$25.4M1,136,54668100.0%
Q1 202537$19.7M968,59286110.0%
Q4 202434$33.6M1,602,63093110.0%
Q3 202432$32.6M1,592,69232000.0%