FIRST TR EXCHNG TRADED FD VI
CUSIP 33740F458
First Tr Exchng Traded Fd Vi has 88 institutional holders in Filings Flow’s 13F database, together reporting 2.71M shares worth $107M as of Q1 2026. The largest reported holders are Raymond James Financial Inc, New Wave Wealth Advisors LLC, and Kestra Advisory Services, LLC.
Institutional Holders
88
Q1 2026
Reported Value
$107M
Ticker
unmapped
private placement or foreign
Quarters Tracked
3
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| NEW WAVE WEALTH ADVISORS LLC$288M AUM | 6.31% | $15M | 380.6K | Q3 2025OLDER |
| Schulz Wealth, LTD.$156M AUM | 2.83% | $4M | 110.3K | Q4 2025OLDER |
| Midwest Financial Network, LLC$146M AUM | 1.08% | $2M | 38.0K | Q2 2026 |
| Catalina Capital Group, LLC$168M AUM | 0.44% | $732,021 | 18.1K | Q1 2026OLDER |
| CITY HOLDING CO$800M AUM | 0.38% | $3M | 74.4K | Q1 2026OLDER |
| Tanglewood Legacy Advisors, LLC$276M AUM | 0.37% | $1M | 25.2K | Q1 2026OLDER |
| VestGen Investment Management$181M AUM | 0.28% | $505,674 | 12.6K | Q4 2025OLDER |
| Keystone Wealth Services, LLC$468M AUM | 0.25% | $1M | 29.1K | Q1 2026OLDER |
| MACROVIEW INVESTMENT MANAGEMENT LLC$144M AUM | 0.24% | $350,794 | 8.7K | Q1 2026OLDER |
| RETIREMENT GUYS FORMULA LLC$217M AUM | 0.23% | $492,884 | 12.2K | Q1 2026OLDER |
| Quad-Cities Investment Group, LLC$278M AUM | 0.19% | $535,348 | 12.8K | Q2 2026 |
| Per Stirling Capital Management, LLC.$905M AUM | 0.17% | $1M | 37.0K | Q1 2026OLDER |
| FSB PREMIER WEALTH MANAGEMENT, INC.$319M AUM | 0.16% | $509,234 | 12.6K | Q1 2026OLDER |
| FORTRESS PRIVATE LEDGER, LLC$320M AUM | 0.15% | $477,667 | 11.8K | Q1 2026OLDER |
| Range Financial Group LLC$298M AUM | 0.15% | $444,239 | 11.0K | Q1 2026OLDER |
| Archer Investment Corp$469M AUM | 0.14% | $641,166 | 15.8K | Q1 2026OLDER |
| Madrona Financial Services, LLC$457M AUM | 0.13% | $614,051 | 15.2K | Q1 2026OLDER |
| Anfield Capital Management, LLC$363M AUM | 0.13% | $477,101 | 11.8K | Q1 2026OLDER |
| REAP Financial Group, LLC$507M AUM | 0.12% | $596,083 | 14.7K | Q1 2026OLDER |
| BRASS TAX WEALTH MANAGEMENT, INC$602M AUM | 0.12% | $703,725 | 17.9K | Q3 2025OLDER |
| Americana Partners, LLC$3.9B AUM | 0.10% | $4M | 99.2K | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.10% | $619,758 | 15.3K | Q1 2026OLDER |
| ARS Wealth Advisors Group, LLC$1.2B AUM | 0.10% | $1M | 28.4K | Q1 2026OLDER |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.09% | $2M | 38.2K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.09% | $8M | 194.2K | Q1 2026OLDER |
| Sequent Planning LLC$414M AUM | 0.08% | $344,197 | 8.5K | Q1 2026OLDER |
| Integrity Financial Corp /WA$201M AUM | 0.08% | $161,637 | 4.0K | Q1 2026OLDER |
| Signal Advisors Wealth, LLC$1.5B AUM | 0.05% | $690,643 | 17.3K | Q4 2025OLDER |
| Diligent Investors, LLC$404M AUM | 0.05% | $217,526 | 5.4K | Q1 2026OLDER |
| UPTICK PARTNERS, LLC$502M AUM | 0.04% | $217,810 | 5.4K | Q1 2026OLDER |
| Camelot Portfolios, LLC$143M AUM | 0.04% | $68,637 | 1.7K | Q4 2025OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.04% | $11M | 269.3K | Q1 2026OLDER |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.04% | $56,010 | 1.4K | Q1 2026OLDER |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.04% | $111,333 | 2.8K | Q1 2026OLDER |
| Visionary Wealth Advisors$2.3B AUM | 0.04% | $825,022 | 20.4K | Q1 2026OLDER |
| LVZ, Inc.$984M AUM | 0.03% | $329,935 | 7.9K | Q2 2026 |
| Main Street Financial Solutions, LLC$1.3B AUM | 0.03% | $442,565 | 11.1K | Q4 2025OLDER |
| Kovack Advisors, Inc.$1.9B AUM | 0.03% | $613,662 | 15.2K | Q1 2026OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.03% | $2M | 48.2K | Q1 2026OLDER |
| Synergy Asset Management, LLC$942M AUM | 0.03% | $853,838 | 22.1K | Q3 2025OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.02% | $1M | 26.4K | Q1 2026OLDER |
| Gallagher Fiduciary Advisors, LLC$2.6B AUM | 0.02% | $593,683 | 14.7K | Q1 2026OLDER |
| First Heartland Consultants, Inc.$1.5B AUM | 0.02% | $310,474 | 7.5K | Q2 2026 |
| Triad Wealth Partners, LLC$1.3B AUM | 0.02% | $237,761 | 5.9K | Q1 2026OLDER |
| KINTRA WEALTH, LLC$1.4B AUM | 0.02% | $248,607 | 6.1K | Q1 2026OLDER |
| IMG Wealth Management, Inc.$157M AUM | 0.02% | $27,196 | 672 | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.02% | $215,167 | 5.6K | Q3 2025OLDER |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.02% | $262,246 | 6.5K | Q1 2026OLDER |
| Ritter Daniher Financial Advisory LLC / DE$657M AUM | 0.02% | $104,811 | 2.5K | Q2 2026 |
| VestGen Advisors, LLC$3.8B AUM | 0.02% | $576,396 | 14.0K | Q1 2026OLDER |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$696M AUM | 0.02% | $105,910 | 2.6K | Q1 2026OLDER |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 0.02% | $479,691 | 11.9K | Q1 2026OLDER |
| Prosperity Consulting Group, LLC$2.2B AUM | 0.01% | $290,291 | 7.2K | Q1 2026OLDER |
| Strategic Blueprint, LLC$1.7B AUM | 0.01% | $295,328 | 7.5K | Q3 2025OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.01% | $203,402 | 5.0K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.01% | $393,114 | 9.4K | Q2 2026 |
| BIP Wealth, LLC$2.5B AUM | 0.01% | $236,750 | 5.8K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.01% | $414,500 | 10.2K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.01% | $6M | 155.4K | Q1 2026OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.01% | $433,150 | 10.7K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.01% | $465,365 | 11.5K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $5M | 115.1K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $6M | 156.5K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $4M | 98.0K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.01% | $555,370 | 13.7K | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.01% | $712,717 | 17.6K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.01% | $213,107 | 5.4K | Q3 2025OLDER |
| Kestra Investment Management, LLC$5.8B AUM | 0.00% | $289,280 | 7.1K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $15M | 377.0K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.00% | $229,546 | 5.7K | Q1 2026OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.00% | $8,580 | 212 | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $894,468 | 22.1K | Q1 2026OLDER |
| Spire Wealth Management$3.3B AUM | 0.00% | $148,027 | 3.6K | Q2 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $66,719 | 1.7K | Q3 2025OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $168,841 | 4.2K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $158,926 | 3.9K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $570,506 | 14.1K | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $1M | 25.2K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $40,470 | 1.0K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $161,373 | 4.0K | Q4 2025OLDER |
| Atria Investments, Inc$8.9B AUM | 0.00% | $215,923 | 5.4K | Q4 2025OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $329,544 | 8.2K | Q4 2025OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $1M | 34.0K | Q1 2026OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.00% | $28,450 | 703 | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $8M | 189.5K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $550,955 | 13.6K | Q2 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $91,640 | 2.3K | Q3 2025OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $33,423 | 831 | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $4M | 100.8K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $431,782 | 10.7K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $310,850 | 7.7K | Q1 2026OLDER |
| Noble Wealth Management PBC$223M AUM | 0.00% | $1,459 | 35 | Q2 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $395,878 | 9.8K | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $4,735 | 117 | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $218,538 | 5.4K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $1M | 35.8K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $837,891 | 20.7K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $11,853 | 293 | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $39,539 | 977 | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $13,598 | 336 | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $90,491 | 2.2K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $12,206 | 311 | Q3 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $5,625 | 139 | Q2 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | — | $0 | 9 | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.