FIRST TR EXCHNG TRADED FD VI
CUSIP 33740F573
First Tr Exchng Traded Fd Vi has 64 institutional holders in Filings Flow’s 13F database, together reporting 2.43M shares worth $58M as of Q1 2026. The largest reported holders are Mgo One Seven LLC, Bip Wealth, LLC, and Commonwealth Equity Services, LLC.
Institutional Holders
64
Q1 2026
Reported Value
$58M
Ticker
unmapped
private placement or foreign
Quarters Tracked
6
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Spectrum Asset Management, Inc. (NB/CA)$315M AUM | 2.18% | $7M | 250.7K | Q1 2026OLDER |
| Legacy Capital Wealth Partners, LLC$485M AUM | 0.88% | $4M | 159.6K | Q1 2026OLDER |
| Clear Point Advisors Inc.$129M AUM | 0.40% | $518,953 | 19.0K | Q1 2026OLDER |
| BIP Wealth, LLC$2.5B AUM | 0.33% | $8M | 298.6K | Q1 2026OLDER |
| Westwood Wealth Management$255M AUM | 0.31% | $406,761 | 15.1K | Q4 2025OLDER |
| Lionshead Wealth Management, LLC$136M AUM | 0.30% | $411,787 | 15.1K | Q1 2026OLDER |
| WINNOW WEALTH LLC$130M AUM | 0.25% | $321,567 | 11.8K | Q1 2026OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.23% | $427,870 | 15.6K | Q1 2026OLDER |
| Ifrah Financial Services, Inc.$378M AUM | 0.23% | $861,255 | 31.5K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.20% | $10M | 355.5K | Q4 2025OLDER |
| Anfield Capital Management, LLC$363M AUM | 0.17% | $606,945 | 22.2K | Q1 2026OLDER |
| Grantvest Financial Group LLC$154M AUM | 0.16% | $245,267 | 9.0K | Q1 2026OLDER |
| SOA Wealth Advisors, LLC.$530M AUM | 0.13% | $701,912 | 25.7K | Q1 2026OLDER |
| UPTICK PARTNERS, LLC$502M AUM | 0.12% | $459,624 | 17.5K | Q3 2025OLDER |
| Crusonia Wealth Advisors LLC$485M AUM | 0.11% | $556,918 | 20.4K | Q1 2026OLDER |
| Maia Wealth LLC$591M AUM | 0.10% | $591,984 | 21.6K | Q1 2026OLDER |
| Maltin Wealth Management, Inc.$262M AUM | 0.10% | $239,490 | 8.9K | Q4 2025OLDER |
| Diligent Investors, LLC$404M AUM | 0.09% | $381,454 | 13.9K | Q1 2026OLDER |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.09% | $279,321 | 10.2K | Q1 2026OLDER |
| Claro Advisors Inc.$830M AUM | 0.07% | $551,449 | 20.2K | Q1 2026OLDER |
| Integrity Financial Corp /WA$201M AUM | 0.07% | $132,084 | 4.8K | Q1 2026OLDER |
| TFB Advisors LLC$191M AUM | 0.06% | $226,467 | 8.4K | Q4 2025OLDER |
| Visionary Wealth Advisors$2.3B AUM | 0.05% | $1M | 40.8K | Q1 2026OLDER |
| Main Street Financial Solutions, LLC$1.3B AUM | 0.05% | $637,929 | 23.6K | Q4 2025OLDER |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.05% | $643,351 | 23.5K | Q1 2026OLDER |
| Camelot Portfolios, LLC$143M AUM | 0.04% | $70,510 | 2.6K | Q4 2025OLDER |
| Ignite Planners, LLC$648M AUM | 0.04% | $239,468 | 8.8K | Q1 2026OLDER |
| Balboa Wealth Partners$596M AUM | 0.03% | $203,446 | 7.4K | Q1 2026OLDER |
| Sloy Dahl & Holst, LLC$728M AUM | 0.03% | $232,494 | 8.5K | Q1 2026OLDER |
| Fragasso Financial Advisors Inc$1.9B AUM | 0.03% | $583,676 | 20.4K | Q2 2026 |
| Kovack Advisors, Inc.$1.9B AUM | 0.03% | $494,369 | 18.0K | Q1 2026OLDER |
| Noble Wealth Management PBC$223M AUM | 0.02% | $31,508 | 1.2K | Q4 2025OLDER |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 0.01% | $472,345 | 17.3K | Q1 2026OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.01% | $777,978 | 28.4K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.01% | $177,817 | 6.5K | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.01% | $372,845 | 14.2K | Q3 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $7M | 267.1K | Q1 2026OLDER |
| PFG Advisors$2.1B AUM | 0.01% | $240,433 | 9.2K | Q3 2025OLDER |
| Spire Wealth Management$3.3B AUM | 0.01% | $314,878 | 11.0K | Q2 2026 |
| Brookstone Capital Management$8.7B AUM | 0.01% | $559,517 | 20.5K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $217,368 | 7.9K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.00% | $268,407 | 9.8K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.00% | $352,652 | 12.9K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $1M | 41.4K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.00% | $411,049 | 15.0K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $3M | 99.1K | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $63,922 | 2.3K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $3M | 109.2K | Q1 2026OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.00% | $217,948 | 8.2K | Q3 2025OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $416,765 | 15.2K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $6M | 210.8K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $815,686 | 29.6K | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.00% | $330,250 | 12.1K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $101,969 | 3.7K | Q1 2026OLDER |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$696M AUM | 0.00% | $10,941 | 400 | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $110,259 | 4.0K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $1M | 48.5K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $196,006 | 7.2K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $297,455 | 10.9K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $8,875 | 338 | Q3 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $870,812 | 31.8K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $27,352 | 1.0K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $8,753 | 320 | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $270,759 | 9.9K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $8,061 | 307 | Q3 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $265,779 | 9.8K | Q4 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $140,948 | 5.4K | Q3 2025OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.00% | $274 | 10 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $64,000 | 2.5K | Q3 2025OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $2,872 | 105 | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $135 | 5 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $46,249 | 1.7K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $191 | 7 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.