SEC 13F Intelligence

FIRST TR EXCHNG TRADED FD VI

CUSIP 33740F417

First Tr Exchng Traded Fd Vi has 55 institutional holders in Filings Flow’s 13F database, together reporting 1.42M shares worth $33M as of Q1 2026. The largest reported holders are Maia Wealth LLC, Raymond James Financial Inc, and Kestra Advisory Services, LLC.

Institutional Holders
55
Q1 2026
Reported Value
$33M
Ticker
unmapped
private placement or foreign
Quarters Tracked
3

Ownership Trend

Institutional holders
Q4 ’25: 55Q4 ’25Q1 ’26: 55Q1 ’26Q2 ’26: 4Q2 ’26filingsflow.com
Total reported value
Q4 ’25: $39MQ4 ’25Q1 ’26: $33MQ1 ’26Q2 ’26: $3MQ2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
BFI Wealth Solutions, LLC$104M AUM1.42%$1M57.4KQ1 2026OLDER
Maia Wealth LLC$591M AUM1.03%$6M242.3KQ3 2025OLDER
SECURED RETIREMENT ADVISORS, LLC$177M AUM0.67%$1M46.2KQ1 2026OLDER
Grantvest Financial Group LLC$154M AUM0.63%$973,86037.8KQ1 2026OLDER
WEALTHGARDEN F.S. LLC$147M AUM0.32%$471,34518.3KQ1 2026OLDER
ACORN FINANCIAL ADVISORY SERVICES INC /ADV$730M AUM0.31%$2M87.3KQ1 2026OLDER
Global Assets Advisory, LLC$349M AUM0.31%$1M42.0KQ4 2025OLDER
Harvest Investment Services, LLC$547M AUM0.24%$1M48.5KQ3 2025OLDER
Ignite Planners, LLC$648M AUM0.12%$760,84429.6KQ1 2026OLDER
Crusonia Wealth Advisors LLC$485M AUM0.11%$514,90220.0KQ1 2026OLDER
DHJJ Financial Advisors, Ltd.$302M AUM0.06%$173,2146.7KQ1 2026OLDER
MTM Investment Management, LLC$316M AUM0.05%$168,8886.6KQ1 2026OLDER
Diligent Investors, LLC$404M AUM0.05%$209,8238.2KQ1 2026OLDER
Camelot Portfolios, LLC$143M AUM0.04%$67,7492.7KQ4 2025OLDER
INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM0.03%$2M55.5KQ2 2026
NorthCrest Asset Manangement, LLC$3.2B AUM0.03%$807,73731.2KQ1 2026OLDER
SILVER OAK SECURITIES, INCORPORATED$1.4B AUM0.03%$341,97213.3KQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.02%$730,13128.4KQ1 2026OLDER
SOA Wealth Advisors, LLC.$530M AUM0.02%$99,6343.9KQ1 2026OLDER
OLD MISSION CAPITAL LLC$6.3B AUM0.02%$807,90131.7KQ4 2025OLDER
Kovack Advisors, Inc.$1.9B AUM0.01%$235,9649.1KQ1 2026OLDER
Integrated Advisors Network LLC$1.9B AUM0.01%$213,9948.3KQ1 2026OLDER
Vise Technologies, Inc.$5.1B AUM0.01%$564,71522.1KQ1 2026OLDER
AMERIFLEX GROUP, INC.$198M AUM0.01%$21,883850Q1 2026OLDER
Sigma Planning Corp$3.6B AUM0.01%$379,50615.2KQ3 2025OLDER
Kestra Advisory Services, LLC$26.4B AUM0.01%$3M98.8KQ1 2026OLDER
CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM0.01%$154,9346.0KQ1 2026OLDER
Sunbelt Securities, Inc.$1.6B AUM0.01%$132,9735.2KQ1 2026OLDER
Prospera Financial Services Inc$6.2B AUM0.01%$436,09916.9KQ1 2026OLDER
FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM0.01%$477,54618.5KQ1 2026OLDER
Spire Wealth Management$3.3B AUM0.01%$173,0666.2KQ2 2026
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$316,40712.3KQ1 2026OLDER
KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM0.00%$275,47310.7KQ1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$920,82535.8KQ2 2026
Cetera Investment Advisers$94.0B AUM0.00%$2M91.4KQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$2M66.0KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$2M59.9KQ1 2026OLDER
Ameritas Advisory Services, LLC$2.6B AUM0.00%$27,5441.1KQ3 2025OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.00%$1M50.4KQ1 2026OLDER
NBC SECURITIES, INC.$1.3B AUM0.00%$21,703843Q1 2026OLDER
Merit Financial Group, LLC$13.5B AUM0.00%$212,2688.2KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$3M113.0KQ1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$173,7796.8KQ1 2026OLDER
Integrity Financial Corp /WA$201M AUM0.00%$1,69966Q1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$22,244864Q1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$311,64412.1KQ1 2026OLDER
AE Wealth Management LLC$18.5B AUM0.00%$95,9783.7KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$2M68.1KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$2M64.2KQ1 2026OLDER
Geneos Wealth Management Inc.$4.3B AUM0.00%$17,043662Q1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$12,520500Q3 2025OLDER
MAI Capital Management$17.7B AUM0.00%$32,1821.3KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$619,03924.7KQ3 2025OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$802,96431.2KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$9,046350Q1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$16,58631.8KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$286,95511.1KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$18,546727Q1 2026OLDER
UBS Group AG$666.3B AUM0.00%$1,77669Q1 2026OLDER

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