DaveManuel.com · Institutional Ownership · Who Owns It
FIRST TR EXCHNG TRADED FD VI (RSDE)
Institutional ownership reported to the SEC as of Q2 2026, across 8 quarters.
28
Reporting holders
$59.5M
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
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| HOLLENCREST CAPITAL MANAGEMENT | $38.5M | 1,639,997 | 2.51% | 3q | -33.6%-$19.5M |
| Maia Wealth LLC | $3.0M | 129,000 | 0.45% | new | NEW |
| Farther Finance Advisors, LLC | $2.4M | 104,151 | 0.02% | new | NEW |
| Cetera Investment Advisers | $2.4M | 102,285 | 0.00% | 7q | +1.0%+$23.4K |
| FIDUCIARY FINANCIAL ADVISORS | $1.8M | 75,580 | 0.18% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $1.4M | 58,536 | 0.00% | 2q | +3.2%+$42.3K |
| OSAIC HOLDINGS, INC. | $1.4M | 58,281 | 0.00% | 2q | +109.6%+$715.6K |
| Diligent Investors, LLC | $1.3M | 56,340 | 0.29% | 3q | HELD |
| OLD MISSION CAPITAL LLC | $977.4K | 41,616 | 0.02% | 3q | -13.7%-$155.4K |
| Maltin Wealth Management, Inc. | $821.2K | 34,968 | 0.27% | 3q | +42.4%+$244.6K |
| Brookstone Capital Management | $793.3K | 33,776 | 0.01% | 6q | +9.3%+$67.2K |
| NOVEM GROUP | $573.9K | 24,436 | 0.06% | 2q | -6.4%-$39.3K |
| Sigma Planning Corp | $537.0K | 22,866 | 0.01% | 6q | -6.5%-$37.3K |
| Clearstead Advisors, LLC | $526.3K | 22,410 | 0.00% | 2q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $487.9K | 20,775 | 0.00% | 6q | -13.4%-$75.5K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $433.9K | 18,476 | 0.00% | 4q | -22.5%-$126.2K |
| Capital Analysts, LLC | $329.0K | 13,987 | 0.01% | 7q | HELD |
| SILVER OAK SECURITIES, INCORPORATED | $317.8K | 13,533 | 0.02% | 4q | HELD |
| Kingsview Wealth Management, LLC | $308.8K | 13,147 | 0.00% | 6q | +2.3%+$7.0K |
| Envestnet Portfolio Solutions, Inc. | $303.4K | 12,918 | 0.00% | new | NEW |
| US BANCORP \DE\ | $253.5K | 10,792 | 0.00% | new | NEW |
| Kestra Advisory Services, LLC | $239.1K | 10,180 | 0.00% | 3q | HELD |
| Arkadios Wealth Advisors | $223.1K | 9,500 | 0.00% | 6q | -34.5%-$117.4K |
| LANARK FINANCIAL, INC. | $57.3K | 2,438 | 0.00% | 3q | HELD |
| HARBOUR INVESTMENTS, INC. | $50.5K | 2,149 | 0.00% | 6q | +25.3%+$10.2K |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $31.0K | 1,320 | 0.01% | new | NEW |
| Capital Investment Advisory Services, LLC | $28.5K | 1,215 | 0.00% | 3q | -11.3%-$3.6K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $5.6K | 240 | 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 | 9 | $9.2M | 392,495 | 1 | 1 | 5 | 0.0% |
| Q2 2026 | 28 | $59.5M | 2,534,912 | 7 | 7 | 8 | 0.0% |
| Q1 2026 | 24 | $66.8M | 3,045,591 | 7 | 9 | 5 | 0.0% |
| Q4 2025 | 19 | $58.9M | 2,700,262 | 8 | 3 | 6 | 0.0% |
| Q3 2025 | 14 | $6.8M | 317,338 | 3 | 5 | 4 | 0.0% |
| Q2 2025 | 15 | $11.2M | 540,446 | 1 | 6 | 6 | 0.0% |
| Q1 2025 | 18 | $12.8M | 637,374 | 12 | 4 | 1 | 0.0% |
| Q4 2024 | 6 | $4.1M | 205,978 | 6 | 0 | 0 | 0.0% |