SEC 13F Intelligence

FIRST TR EXCHNG TRADED FD VI

CUSIP 33740F136

First Tr Exchng Traded Fd Vi has 36 institutional holders in Filings Flow’s 13F database, together reporting 530.9K shares worth $15M as of Q1 2026. The largest reported holders are Kestra Advisory Services, LLC, Harbour Investments, Inc., and Apollon Wealth Management, LLC.

Institutional Holders
36
Q1 2026
Reported Value
$15M
Ticker
unmapped
private placement or foreign
Quarters Tracked
2

Ownership Trend

Institutional holders
Q4 ’25: 43Q4 ’25Q1 ’26: 36Q1 ’26filingsflow.com
Total reported value
Q4 ’25: $15MQ4 ’25Q1 ’26: $15MQ1 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Nicholson Wealth Management Group, LLC$172M AUM0.45%$733,04123.3KQ2 2025OLDER
FWG Investments, LLC.$157M AUM0.43%$669,11020.6KQ1 2026
Capasso Planning Partners LLC$185M AUM0.41%$758,53423.3KQ1 2026
Defined Financial Planning LLC$121M AUM0.32%$382,23111.9KQ3 2025OLDER
WEALTHGARDEN F.S. LLC$147M AUM0.21%$308,2059.5KQ1 2026
BostonPremier Wealth LLC$194M AUM0.21%$406,88512.5KQ1 2026
Madrona Financial Services, LLC$457M AUM0.13%$602,81318.5KQ1 2026
Maia Wealth LLC$591M AUM0.10%$609,90518.7KQ1 2026
Beacon Financial Advisory LLC$443M AUM0.10%$441,43213.6KQ1 2026
LVZ, Inc.$984M AUM0.10%$865,75326.6KQ1 2026
EVOLUTION WEALTH MANAGEMENT INC.$137M AUM0.08%$114,8963.5KQ1 2026
Integrity Financial Corp /WA$201M AUM0.08%$156,4694.8KQ1 2026
Diligent Investors, LLC$404M AUM0.08%$320,54410.2KQ2 2025OLDER
Buck Wealth Strategies, LLC$810M AUM0.07%$590,09418.1KQ1 2026
Anfield Capital Management, LLC$363M AUM0.05%$176,3135.4KQ1 2026
SUMMIT WEALTH GROUP LLC / CO$950M AUM0.04%$595,0492.0KQ4 2025OLDER
MILESTONE ASSET MANAGEMENT, LLC$543M AUM0.04%$219,0246.7KQ1 2026
Commonwealth Financial Services, LLC$632M AUM0.04%$204,3946.5KQ2 2025OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.02%$1M40.0KQ1 2026
Apollon Wealth Management, LLC$6.2B AUM0.02%$1M32.9KQ1 2026
Americana Partners, LLC$3.9B AUM0.01%$533,72016.4KQ1 2026
MGO ONE SEVEN LLC$5.0B AUM0.01%$501,51515.4KQ1 2026
Gallagher Fiduciary Advisors, LLC$2.6B AUM0.01%$225,5206.9KQ1 2026
Kestra Advisory Services, LLC$26.4B AUM0.01%$2M70.9KQ1 2026
OLD MISSION CAPITAL LLC$6.3B AUM0.01%$386,32012.0KQ3 2025OLDER
Ameritas Advisory Services, LLC$2.6B AUM0.01%$102,3323.2KQ3 2025OLDER
Geneos Wealth Management Inc.$4.3B AUM0.01%$279,7588.6KQ1 2026
Atria Investments, Inc$8.9B AUM0.00%$388,99412.0KQ1 2026
DHJJ Financial Advisors, Ltd.$302M AUM0.00%$5,225160Q4 2025OLDER
Capital Investment Advisory Services, LLC$1.4B AUM0.00%$19,518600Q1 2026
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$783,42524.1KQ1 2026
Farther Finance Advisors, LLC$10.6B AUM0.00%$80,2692.5KQ1 2026
SageView Advisory Group, LLC$3.0B AUM0.00%$22,043675Q4 2025OLDER
CWM, LLC$38.1B AUM0.00%$222,1806.8KQ1 2026
Cetera Investment Advisers$94.0B AUM0.00%$461,27514.2KQ1 2026
Advisory Services Network, LLC$7.5B AUM0.00%$36,3231.1KQ1 2026
Mariner, LLC$85.7B AUM0.00%$388,99412.0KQ1 2026
Arax Advisory Partners$3.5B AUM0.00%$10,610327Q4 2025OLDER
AE Wealth Management LLC$18.5B AUM0.00%$43,1351.3KQ1 2026
IMC-Chicago, LLC$278.4B AUM0.00%$573,76117.6KQ4 2025OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$72,0542.2KQ1 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$601,83818.5KQ1 2026
LPL Financial LLC$376.6B AUM0.00%$203,5396.3KQ3 2025OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$262,2588.0KQ4 2025OLDER
BARCLAYS PLC$416.3B AUM0.00%$141,2134.3KQ1 2026
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$41,7331.3KQ4 2025OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$15,054461Q4 2025OLDER
UBS Group AG$666.3B AUM0.00%$2,64581Q4 2025OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.