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 68 institutions that hold shares in the stock, with a total of 8.21 Million shares, which have been reported (via 13F filing form) to have a value of $187 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nvest Financial, LLC
|
Jan 22, 2025 Q4 2024 |
29,352
shares
|
$666,877
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
29,194
shares
|
$663,287
0.01% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
25,880
shares
|
$587,993
0.05% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
23,229
shares
|
$527,762
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
22,080
shares
|
$501,657
0.0% of portfolio
|
Q4 2024
Added 8.26%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
21,119
shares
|
$479,823
0.0% of portfolio
|
Q4 2024
Added 38.25%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
19,887
shares
|
$451,832
0.03% of portfolio
|
Q4 2023
Added 45.0%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
19,200
shares
|
$436,224
0.0% of portfolio
|
Q4 2024
Added 9.61%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
17,836
shares
|
$405,233
0.51% of portfolio
|
Q3 2022
Added 21.9%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
17,599
shares
|
$399,849
0.0% of portfolio
|
Q4 2024
Reduced 33.47%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
17,139
shares
|
$389,398
0.01% of portfolio
|
Q4 2024
Added 11.47%
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
16,447
shares
|
$373,675
0.07% of portfolio
|
Q3 2024
Added 213.75%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
16,255
shares
|
$369,313
0.03% of portfolio
|
Q4 2024
Reduced 4.03%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
15,898
shares
|
$361,202
0.0% of portfolio
|
Q4 2024
Reduced 3.05%
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
15,480
shares
|
$351,705
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Prosperity Consulting Group, LLC
|
Feb 14, 2025 Q4 2024 |
15,284
shares
|
$347,252
0.03% of portfolio
|
Q4 2024
Reduced 8.64%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
15,223
shares
|
$345,866
0.01% of portfolio
|
Q4 2024
Reduced 7.26%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
14,959
shares
|
$339,868
0.01% of portfolio
|
Q2 2024
Added 6.51%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Feb 03, 2025 Q4 2024 |
14,933
shares
|
$339,277
0.2% of portfolio
|
Q4 2024
Reduced 22.87%
|
|
|
Ifrah Financial Services, Inc.
|
Jan 31, 2025 Q4 2024 |
14,106
shares
|
$320,488
0.08% of portfolio
|
Q4 2024
Added 2.47%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
13,896
shares
|
$315,717
0.01% of portfolio
|
Q1 2024
Reduced 2.52%
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2025 Q4 2024 |
13,799
shares
|
$313,513
0.06% of portfolio
|
Q4 2024
Reduced 69.24%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jan 31, 2025 Q4 2024 |
12,834
shares
|
$291,588
0.24% of portfolio
|
Q4 2023
New holding
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
12,435
shares
|
$282,523
0.02% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
12,328
shares
|
$280,092
0.02% of portfolio
|
Q3 2024
New holding
|