FIRST TR EXCHNG TRADED FD VI
CUSIP 33740F490
First Tr Exchng Traded Fd Vi has 25 institutional holders in Filings Flow’s 13F database, together reporting 1.64M shares worth $40M as of Q1 2026. The largest reported holders are Holistic Financial Partners, Royal Bank Of Canada, and Commonwealth Equity Services, LLC.
Institutional Holders
25
Q1 2026
Reported Value
$40M
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 |
|---|---|---|---|---|
| Holistic Financial Partners$269M AUM | 3.20% | $9M | 354.2K | Q1 2026OLDER |
| Van Diest Capital, LLC$127M AUM | 1.15% | $1M | 60.0K | Q1 2026OLDER |
| Hobart Private Capital, LLC$583M AUM | 0.77% | $4M | 186.9K | Q2 2026 |
| ARBOR CAPITAL MANAGEMENT INC /ADV$123M AUM | 0.43% | $531,083 | 21.7K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.10% | $4M | 174.2K | Q1 2026OLDER |
| Proactive Wealth Strategies LLC$532M AUM | 0.07% | $377,832 | 15.5K | Q1 2026OLDER |
| TrueWealth Advisors, LLC$444M AUM | 0.05% | $230,231 | 9.6K | Q2 2026 |
| Brookwood Investment Group LLC$810M AUM | 0.04% | $308,622 | 12.7K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.02% | $2M | 76.2K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.01% | $1M | 44.4K | Q1 2026OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.01% | $17,913 | 737 | Q1 2026OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.01% | $291,771 | 12.1K | Q2 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $5M | 220.8K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.01% | $1M | 45.3K | Q1 2026OLDER |
| Valeo Financial Advisors, LLC$4.7B AUM | 0.01% | $264,564 | 11.0K | Q2 2026 |
| Cassaday & Co Wealth Management LLC$4.7B AUM | 0.00% | $149,718 | 6.2K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $2M | 68.5K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $2M | 85.5K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $7M | 308.3K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $16,398 | 673 | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $205,506 | 8.5K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $3M | 112.7K | Q1 2026OLDER |
| N.E.W. Advisory Services LLC$1.3B AUM | 0.00% | $9,199 | 379 | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $11,180 | 460 | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $24,353 | 1.0K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $428,338 | 18.8K | Q4 2025OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $216,366 | 8.9K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $5,031 | 207 | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $23 | 1 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.