Institutional Ownership First Tr Exchange Traded Fd Vi (YJUN)
This table provides information about the institutional ownership of First Tr Exchange Traded Fd Vi (YJUN). We have compiled data on the 65 institutions that hold shares in the stock, with a total of 7.16 Million shares, which have been reported (via 13F filing form) to have a value of $168 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nvest Financial, LLC
|
Apr 23, 2025 Q1 2025 |
26,793
shares
|
$649,998
0.34% of portfolio
|
Q1 2025
Reduced 8.72%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
26,151
shares
|
$634,423
0.0% of portfolio
|
Q1 2025
Reduced 19.69%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
25,880
shares
|
$627,848
0.05% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
19,887
shares
|
$482,458
0.03% of portfolio
|
Q4 2023
Added 45.0%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
19,531
shares
|
$473,822
0.0% of portfolio
|
Q1 2025
Reduced 7.52%
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
18,004
shares
|
$436,777
0.05% of portfolio
|
Q1 2025
Added 9.47%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
17,836
shares
|
$432,701
0.51% of portfolio
|
Q3 2022
Added 21.9%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
16,891
shares
|
$409,775
0.01% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 28, 2025 Q1 2025 |
16,255
shares
|
$394,346
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
15,348
shares
|
$372,342
0.0% of portfolio
|
Q1 2025
Reduced 3.46%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
15,223
shares
|
$369,309
0.01% of portfolio
|
Q4 2024
Reduced 7.26%
|
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
14,848
shares
|
$360,212
0.03% of portfolio
|
Q1 2025
Reduced 2.85%
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
14,378
shares
|
$348,810
0.18% of portfolio
|
Q1 2025
Reduced 7.12%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
14,045
shares
|
$340,731
0.01% of portfolio
|
Q1 2025
Reduced 6.11%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
13,896
shares
|
$337,116
0.01% of portfolio
|
Q1 2024
Reduced 2.52%
|
|
|
Ifrah Financial Services, Inc.
|
Apr 29, 2025 Q1 2025 |
13,809
shares
|
$335,006
0.09% of portfolio
|
Q1 2025
Reduced 2.11%
|
|
|
Cypress Wealth Services, LLC
|
Apr 10, 2025 Q1 2025 |
13,555
shares
|
$328,844
0.07% of portfolio
|
Q1 2025
Reduced 1.77%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
May 09, 2025 Q1 2025 |
12,651
shares
|
$306,913
0.2% of portfolio
|
Q1 2025
Reduced 15.28%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
12,610
shares
|
$305,918
0.0% of portfolio
|
Q1 2025
Added 8.61%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
12,528
shares
|
$303,929
0.0% of portfolio
|
Q1 2025
Added 7.33%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
12,435
shares
|
$301,673
0.01% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
12,328
shares
|
$299,077
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
11,075
shares
|
$268,679
0.11% of portfolio
|
Q1 2025
Reduced 6.2%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
10,784
shares
|
$261,619
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Apr 21, 2025 Q1 2025 |
10,670
shares
|
$258,854
0.22% of portfolio
|
Q1 2025
Reduced 16.86%
|