DaveManuel.com · Institutional Ownership · Who Owns It
FIRST TR EXCHNG TRADED FD VI (SFEB)
Institutional ownership reported to the SEC as of Q2 2026, across 11 quarters.
55
Reporting holders
$47.6M
Reported value
0.0%
Calls
0.0%
Puts
+0
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 |
|---|---|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | $4.4M | 168,280 | 0.01% | 9q | +1.8%+$76.3K |
| OSAIC HOLDINGS, INC. | $4.2M | 159,301 | 0.00% | 10q | +11.7%+$438.3K |
| RAYMOND JAMES FINANCIAL INC | $4.1M | 154,683 | 0.00% | 7q | +8.5%+$318.0K |
| COMMONWEALTH EQUITY SERVICES, LLC | $3.1M | 119,117 | 0.00% | 10q | +56.6%+$1.1M |
| Cetera Investment Advisers | $3.0M | 114,153 | 0.00% | 10q | +7.4%+$205.4K |
| Diligent Investors, LLC | $2.7M | 103,835 | 0.61% | 10q | HELD |
| LPL Financial LLC | $2.6M | 99,862 | 0.00% | 6q | +30.5%+$612.7K |
| Maia Wealth LLC | $2.6M | 97,769 | 0.38% | 2q | -4.8%-$130.1K |
| MGO ONE SEVEN LLC | $2.3M | 86,925 | 0.04% | 2q | -17.0%-$466.0K |
| Kestra Advisory Services, LLC | $2.1M | 79,410 | 0.01% | 10q | -2.1%-$45.5K |
| ENVESTNET ASSET MANAGEMENT INC | $2.1M | 78,497 | 0.00% | 10q | -13.6%-$323.9K |
| BFI Wealth Solutions, LLC | $1.6M | 61,374 | 1.19% | 3q | -55.9%-$2.0M |
| TRUIST FINANCIAL CORP | $1.4M | 54,728 | 0.00% | 10q | -8.5%-$133.0K |
| Grantvest Financial Group LLC | $861.9K | 32,842 | 0.50% | 7q | +2.7%+$22.3K |
| PARK AVENUE SECURITIES LLC | $689.0K | 26,259 | 0.00% | 2q | +33.5%+$172.8K |
| Private Advisor Group, LLC | $573.8K | 21,865 | 0.00% | 2q | HELD |
| Jaffetilchin Investment Partners, LLC | $565.9K | 21,561 | 0.03% | 2q | HELD |
| Keystone Wealth Services, LLC | $549.6K | 20,941 | 0.10% | 9q | HELD |
| Harvest Investment Services, LLC | $544.9K | 20,764 | 0.08% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $538.7K | 20,525 | 0.00% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $528.8K | 20,148 | 0.01% | 10q | -44.0%-$415.5K |
| NorthCrest Asset Manangement, LLC | $507.3K | 19,355 | 0.01% | 10q | -7.8%-$42.8K |
| SOA Wealth Advisors, LLC. | $493.6K | 18,809 | 0.08% | 9q | -3.4%-$17.4K |
| Arkadios Wealth Advisors | $488.9K | 18,628 | 0.01% | 3q | -14.3%-$81.9K |
| SILVER OAK SECURITIES, INCORPORATED | $454.8K | 17,329 | 0.03% | 3q | +3.6%+$16.0K |
| Marshall Financial Group, LLC | $447.5K | 17,050 | 0.07% | 9q | +13.9%+$54.7K |
| Fragasso Financial Advisors Inc | $412.0K | 15,700 | 0.02% | 2q | -20.6%-$106.8K |
| OLD MISSION CAPITAL LLC | $392.0K | 14,936 | 0.01% | 2q | -31.2%-$177.6K |
| Janney Montgomery Scott LLC | $322.0K | 12,285 | 0.00% | 2q | -1.6%-$5.2K |
| Mariner, LLC | $307.1K | 11,700 | 0.00% | 10q | -7.9%-$26.2K |
| Quad-Cities Investment Group, LLC | $249.0K | 9,488 | 0.09% | new | NEW |
| Sigma Planning Corp | $241.2K | 9,190 | 0.01% | 2q | HELD |
| Crusonia Wealth Advisors LLC | $224.4K | 8,550 | 0.04% | 2q | HELD |
| Main Street Financial Solutions, LLC | $221.8K | 8,450 | 0.01% | 2q | HELD |
| Ameritas Advisory Services, LLC | $216.8K | 8,262 | 0.00% | 2q | -1.7%-$3.7K |
| Capital Analysts, LLC | $212.0K | 8,067 | 0.00% | 9q | +24.7%+$41.9K |
| Cresset Asset Management, LLC | $203.0K | 7,735 | 0.00% | new | NEW |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $197.7K | 26,938 | 0.00% | 4q | -11.0%-$24.5K |
| Spire Wealth Management | $183.1K | 6,975 | 0.01% | 7q | -8.7%-$17.4K |
| IFG Advisory, LLC | $169.5K | 6,460 | 0.01% | new | NEW |
| DHJJ Financial Advisors, Ltd. | $159.0K | 6,060 | 0.05% | 9q | HELD |
| FIDUCIARY FINANCIAL ADVISORS | $87.3K | 3,325 | 0.01% | new | NEW |
| Dunhill Financial, LLC | $75.1K | 2,860 | 0.02% | 2q | HELD |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $68.6K | 2,615 | 0.00% | new | NEW |
| CX Institutional | $44.0K | 1,673 | 0.00% | 3q | -59.0%-$63.4K |
| Steward Partners Investment Advisory, LLC | $39.0K | 1,486 | 0.00% | 4q | HELD |
| Benson Wealth Management INC | $36.1K | 1,377 | 0.04% | 3q | -4.5%-$1.7K |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $32.9K | 1,252 | 0.00% | 7q | HELD |
| WELLS FARGO & COMPANY/MN | $30.3K | 1,155 | 0.00% | 2q | +312.5%+$23.0K |
| Topsail Wealth Management, LLC | $27.6K | 1,050 | 0.00% | 2q | HELD |
| Noble Wealth Management PBC | $21.0K | 800 | 0.01% | 6q | HELD |
| LANARK FINANCIAL, INC. | $15.1K | 576 | 0.00% | new | NEW |
| Ameritas Investment Partners, Inc. | $5.6K | 215 | 0.00% | 2q | HELD |
| BFC Planning, Inc. | $4.6K | 175 | 0.00% | 6q | HELD |
| CoreCap Advisors, LLC | $4.0K | 151 | 0.00% | new | NEW |
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 |
|---|---|---|---|
| 2026-10-22 | 13G/A | First Trust Portfolios L.P.with 2 co-filers | 38.9% |
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 | 16 | $12.7M | 509,683 | 0 | 1 | 8 | 0.0% |
| Q2 2026 | 55 | $47.6M | 1,833,516 | 9 | 12 | 19 | 0.0% |
| Q1 2026 | 55 | $44.4M | 1,889,642 | 21 | 17 | 8 | 0.0% |
| Q4 2025 | 39 | $26.3M | 1,118,704 | 5 | 2 | 15 | 0.0% |
| Q3 2025 | 36 | $27.3M | 1,200,522 | 5 | 7 | 13 | 0.0% |
| Q2 2025 | 38 | $34.7M | 1,626,496 | 6 | 12 | 12 | 0.0% |
| Q1 2025 | 38 | $30.3M | 1,484,489 | 6 | 17 | 8 | 0.0% |
| Q4 2024 | 41 | $31.8M | 1,478,955 | 5 | 10 | 9 | 0.0% |
| Q3 2024 | 38 | $43.8M | 2,057,990 | 5 | 9 | 12 | 0.0% |
| Q2 2024 | 42 | $43.8M | 2,178,752 | 18 | 17 | 6 | 0.0% |
| Q1 2024 | 26 | $37.8M | 1,855,837 | 26 | 0 | 0 | 0.0% |