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FMTL Institutional Ownership

First Trust Indxx Critical Metals ETF
1W: -2.0% 1M: -6.9% 3M: +5.6% YTD: +18.2%
$34.80
+0.54 (+1.59%)
 
Weekly Expected Move ±4.0%
$32 $33 $35 $36 $38
ETF AMEX · AUM $27.8M

Institutional Ownership — FMTL

21
Institutional Holders
+8 vs prior quarter
0.0%
Ownership
+0.00pp
12M
Total Invested
8
New Positions
9
Increased
4
Reduced
3
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (21 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Quadcap Wealth Management, LLC 89,448 $3M +4,936 +5.8% 2Q SEC ↗
2 Kestra Advisory Services, LLC 52,231 $2M +838 +1.6% 2Q SEC ↗
3 CITADEL ADVISORS LLC 35,956 $1M +13,898 +63.0% 3Q SEC ↗
4 SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW 27,128 $944K — +0.0% 1Q SEC ↗
5 Accel Wealth Management 21,363 $743K +10,248 +92.2% 3Q SEC ↗
6 Independent Wealth Network Inc. 19,994 $696K +3,540 +21.5% 2Q SEC ↗
7 Cetera Investment Advisers NEW 19,330 $673K — +0.0% 1Q SEC ↗
8 WealthCare Investment Partners, LLC NEW 18,655 $649K — +0.0% 1Q SEC ↗
9 COMMONWEALTH EQUITY SERVICES, LLC 16,069 $559K -89 -0.6% 2Q SEC ↗
10 AE Wealth Management LLC 13,588 $473K +4,303 +46.3% 3Q SEC ↗
11 FSB PREMIER WEALTH MANAGEMENT, INC. 12,347 $430K +5,747 +87.1% 2Q SEC ↗
12 Cambridge Investment Research Advisors NEW 11,354 $395K — +0.0% 1Q SEC ↗
13 KESTRA PRIVATE WEALTH SERVICES, LLC NEW 7,466 $260K — +0.0% 1Q SEC ↗
14 JANE STREET GROUP, LLC NEW 6,602 $230K — +0.0% 1Q SEC ↗
15 CoreCap Advisors, LLC 1,875 $65K +225 +13.6% 2Q SEC ↗
16 CREATIVE FINANCIAL DESIGNS INC /ADV 1,574 $55K +914 +138.5% 2Q SEC ↗
17 Integrated Wealth Concepts LLC NEW 269 $9K — +0.0% 1Q SEC ↗
18 SBI Securities Co., Ltd. NEW 2 $0K — +0.0% 1Q SEC ↗
19 UBS Group AG 0 $0K -318 -100.0% 2Q SEC ↗
20 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0 $0K -11,282 -100.0% 1Q SEC ↗
21 Advisory Services Network, LLC 0 $0K -2,117 -100.0% 1Q SEC ↗

Recent Activity

Biggest Increases (9)
HolderAddedChange %Total Shares
CITADEL ADVISORS LLC +13,898 +63.0% 35,956
Accel Wealth Management +10,248 +92.2% 21,363
FSB PREMIER WEALTH MANAGEMENT, INC. +5,747 +87.1% 12,347
Quadcap Wealth Management, LLC +4,936 +5.8% 89,448
AE Wealth Management LLC +4,303 +46.3% 13,588
Independent Wealth Network Inc. +3,540 +21.5% 19,994
CREATIVE FINANCIAL DESIGNS INC /ADV +914 +138.5% 1,574
Kestra Advisory Services, LLC +838 +1.6% 52,231
CoreCap Advisors, LLC +225 +13.6% 1,875
Biggest Decreases (1)
HolderReducedChange %Total Shares
COMMONWEALTH EQUITY SERVICES, LLC -89 -0.6% 16,069

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms