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 28 institutions that hold shares in the stock, with a total of 1.24 Million shares, which have been reported (via 13F filing form) to have a value of $37.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
284,096
shares
|
$8.62 Million
0.0% of portfolio
|
Q2 2025
Added 14.2%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
276,682
shares
|
$8.4 Million
0.01% of portfolio
|
Q2 2025
Added 13.88%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
121,907
shares
|
$3.7 Million
0.02% of portfolio
|
Q2 2025
Added 4.04%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
103,808
shares
|
$3.15 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
76,479
shares
|
$2.32 Million
0.67% of portfolio
|
Q2 2025
Reduced 25.35%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
61,881
shares
|
$1.88 Million
0.0% of portfolio
|
Q2 2025
Added 3.0%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
58,501
shares
|
$1.78 Million
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
55,478
shares
|
$1.68 Million
0.0% of portfolio
|
Q2 2025
Added 158.63%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
33,009
shares
|
$1 Million
0.03% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
32,912
shares
|
$998,879
0.01% of portfolio
|
Q2 2025
Added 84.11%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
18,884
shares
|
$573,129
0.0% of portfolio
|
Q2 2025
Reduced 16.97%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
17,017
shares
|
$516,465
0.04% of portfolio
|
Q2 2025
Added 3.25%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
16,718
shares
|
$507,391
0.01% of portfolio
|
Q1 2025
Reduced 9.39%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
15,949
shares
|
$484,052
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
15,232
shares
|
$462,291
0.02% of portfolio
|
Q2 2025
Added 9.4%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jul 15, 2025 Q2 2025 |
13,806
shares
|
$419,012
0.11% of portfolio
|
Q2 2025
Reduced 54.74%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
8,745
shares
|
$265,410
0.02% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
7,952
shares
|
$241,343
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
6,947
shares
|
$210,841
0.01% of portfolio
|
Q2 2025
Reduced 18.71%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
5,875
shares
|
$178,306
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
2,000
shares
|
$60,700
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
1,215
shares
|
$36,875
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
National Bank Of Canada
|
Aug 13, 2025 Q2 2025 |
1,206
shares
|
$36,602
0.0% of portfolio
|
Q1 2025
Added 20.6%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
456
shares
|
$13,839
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
199
shares
|
$6,039
0.0% of portfolio
|
Q2 2025
New holding
|