Institutional Ownership First Tr Exchange Traded Fd Vi (AFSM)
This table provides information about the institutional ownership of First Tr Exchange Traded Fd Vi (AFSM). We have compiled data on the 34 institutions that hold shares in the stock, with a total of 1.51 Million shares, which have been reported (via 13F filing form) to have a value of $48 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
292,610
shares
|
$9.29 Million
0.0% of portfolio
|
Q3 2025
Added 3.0%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
284,550
shares
|
$9.03 Million
0.01% of portfolio
|
Q3 2025
Added 2.84%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
156,854
shares
|
$4.98 Million
0.02% of portfolio
|
Q3 2025
Added 51.1%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
127,314
shares
|
$4.04 Million
0.02% of portfolio
|
Q3 2025
Added 4.44%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
86,067
shares
|
$2.73 Million
0.0% of portfolio
|
Q3 2025
Added 39.08%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
64,226
shares
|
$2.04 Million
0.0% of portfolio
|
Q3 2025
Added 15.77%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Oct 31, 2025 Q3 2025 |
64,046
shares
|
$2.03 Million
0.43% of portfolio
|
Q3 2025
New holding
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
60,948
shares
|
$1.94 Million
0.1% of portfolio
|
Q3 2025
Added 4.18%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
49,153
shares
|
$1.56 Million
0.0% of portfolio
|
Q3 2025
Added 131.86%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
43,360
shares
|
$1.38 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Oct 23, 2025 Q3 2025 |
42,341
shares
|
$1.34 Million
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
36,146
shares
|
$1.15 Million
0.03% of portfolio
|
Q3 2025
Added 9.5%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
29,617
shares
|
$940,339
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
28,128
shares
|
$893,064
0.0% of portfolio
|
Q3 2025
Reduced 14.54%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
17,001
shares
|
$539,781
0.04% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
16,718
shares
|
$530,796
0.01% of portfolio
|
Q1 2025
Reduced 9.39%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
15,949
shares
|
$506,380
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
15,538
shares
|
$493,331
0.02% of portfolio
|
Q3 2025
Added 2.01%
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
14,061
shares
|
$446,436
0.12% of portfolio
|
Q3 2025
Reduced 81.61%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 24, 2025 Q3 2025 |
13,223
shares
|
$419,830
0.1% of portfolio
|
Q3 2025
Reduced 4.22%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
10,770
shares
|
$341,947
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2025 Q3 2025 |
9,417
shares
|
$298,989
0.03% of portfolio
|
Q3 2025
Added 7.68%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
9,136
shares
|
$290,068
0.0% of portfolio
|
Q3 2025
Added 14.89%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Oct 31, 2025 Q3 2025 |
8,174
shares
|
$259,524
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
6,127
shares
|
$194,532
0.0% of portfolio
|
Q3 2025
New holding
|
|