Institutional Ownership First Tr Exchange Traded Fd Vi (ILDR)
This table provides information about the institutional ownership of First Tr Exchange Traded Fd Vi (ILDR). We have compiled data on the 52 institutions that hold shares in the stock, with a total of 2.05 Million shares, which have been reported (via 13F filing form) to have a value of $62.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
13,521
shares
|
$410,227
0.02% of portfolio
|
Q2 2025
Added 8.87%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
13,443
shares
|
$407,860
0.0% of portfolio
|
Q2 2025
Reduced 2.27%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
11,764
shares
|
$356,919
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Jul 22, 2025 Q2 2025 |
11,520
shares
|
$349,516
0.13% of portfolio
|
Q2 2025
Reduced 66.67%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jul 18, 2025 Q2 2025 |
10,919
shares
|
$331,282
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
10,522
shares
|
$319,237
0.05% of portfolio
|
Q2 2025
Added 53.49%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jul 10, 2025 Q2 2025 |
10,509
shares
|
$318,843
0.04% of portfolio
|
Q2 2025
Added 5.62%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
9,659
shares
|
$293,054
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Jul 23, 2025 Q2 2025 |
8,944
shares
|
$271,360
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
7,816
shares
|
$237,137
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
7,579
shares
|
$229,946
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
7,005
shares
|
$212,531
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
5,308
shares
|
$161,044
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
5,100
shares
|
$154,734
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
4,500
shares
|
$136,530
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
2,228
shares
|
$67,597
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
1,240
shares
|
$37,621
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1,042
shares
|
$31,614
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
652
shares
|
$19,781
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
591
shares
|
$17,930
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
325
shares
|
$9,860
0.0% of portfolio
|
Q2 2025
Reduced 83.09%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
275
shares
|
$8,343
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Jul 24, 2025 Q2 2025 |
75
shares
|
$2,275
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
44
shares
|
$1,334
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
18
shares
|
$546
0.0% of portfolio
|
Q2 2025
New holding
|