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 35 institutions that hold shares in the stock, with a total of 2.21 Million shares, which have been reported (via 13F filing form) to have a value of $70.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
James J. Burns & Company, LLC
Melville, NY |
Jan 23, 2026 Q4 2025 |
525,829
shares
|
$16.7 Million
2.36% of portfolio
|
Q4 2025
New holding
|
|
|
Cwm, LLC
|
Jan 26, 2026 Q4 2025 |
336,481
shares
|
$10.7 Million
0.03% of portfolio
|
Q4 2025
Added 114.52%
|
|
|
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%
|
|
|
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 |
Jan 20, 2026 Q4 2025 |
41,131
shares
|
$1.31 Million
0.11% of portfolio
|
Q4 2025
Reduced 2.86%
|
|
|
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%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
10,770
shares
|
$341,947
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jan 12, 2026 Q4 2025 |
10,134
shares
|
$321,754
0.09% of portfolio
|
Q4 2025
Reduced 23.36%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 29, 2026 Q4 2025 |
9,140
shares
|
$290,195
0.0% of portfolio
|
Q4 2025
Added 0.04%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Jan 23, 2026 Q4 2025 |
8,792
shares
|
$279,146
0.02% of portfolio
|
Q4 2025
Reduced 6.64%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Oct 31, 2025 Q3 2025 |
8,174
shares
|
$259,524
0.1% of portfolio
|
Q3 2025
New holding
|
|