FIRST TR EXCHNG TRADED FD VI
CUSIP 33740F599
First Tr Exchng Traded Fd Vi has 130 institutional holders in Filings Flow’s 13F database, together reporting 4.74M shares worth $224M as of Q1 2026. The largest reported holders are Envestnet Asset Management Inc, Cetera Investment Advisers, and Assetmark, Inc.
Institutional Holders
130
Q1 2026
Reported Value
$224M
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 |
|---|---|---|---|---|
| BAM Wealth Management, LLC$134M AUM | 3.36% | $4M | 92.6K | Q1 2026OLDER |
| REAP Financial Group, LLC$507M AUM | 1.37% | $7M | 143.1K | Q1 2026OLDER |
| Schulz Wealth, LTD.$156M AUM | 1.16% | $2M | 38.1K | Q4 2025OLDER |
| Keystone Wealth Services, LLC$468M AUM | 1.11% | $5M | 107.0K | Q1 2026OLDER |
| Integrity Financial Corp /WA$201M AUM | 1.10% | $2M | 45.7K | Q1 2026OLDER |
| RiverTree Advisors, LLC$158M AUM | 1.04% | $2M | 33.8K | Q1 2026OLDER |
| FWG Investments, LLC.$157M AUM | 0.83% | $1M | 26.9K | Q1 2026OLDER |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$696M AUM | 0.64% | $4M | 92.5K | Q1 2026OLDER |
| 1776 Wealth LLC$254M AUM | 0.56% | $1M | 29.6K | Q1 2026OLDER |
| VestGen Investment Management$181M AUM | 0.51% | $929,602 | 19.2K | Q1 2026OLDER |
| Goldenstone Wealth Management LLC$137M AUM | 0.35% | $478,596 | 9.9K | Q1 2026OLDER |
| Paragon Private Wealth Management, LLC$320M AUM | 0.33% | $1M | 21.8K | Q1 2026OLDER |
| LEGACY SOLUTIONS, LLC$124M AUM | 0.32% | $398,796 | 7.6K | Q2 2026 |
| Faithward Advisors, LLC$701M AUM | 0.32% | $2M | 46.3K | Q1 2026OLDER |
| FSB PREMIER WEALTH MANAGEMENT, INC.$319M AUM | 0.29% | $937,603 | 19.3K | Q1 2026OLDER |
| Pacific Excel Wealth Advisors, Inc.$258M AUM | 0.27% | $255,831 | 5.3K | Q1 2026OLDER |
| Castleview Partners, LLC$195M AUM | 0.26% | $514,430 | 10.6K | Q1 2026OLDER |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.24% | $3M | 63.4K | Q1 2026OLDER |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC$128M AUM | 0.22% | $285,121 | 5.9K | Q1 2026OLDER |
| Sloy Dahl & Holst, LLC$728M AUM | 0.22% | $2M | 33.0K | Q1 2026OLDER |
| TFB Advisors LLC$191M AUM | 0.22% | $417,547 | 8.6K | Q1 2026OLDER |
| Pitti Group Wealth Management, LLC$123M AUM | 0.21% | $263,398 | 5.4K | Q1 2026OLDER |
| ARBOR CAPITAL MANAGEMENT INC /ADV$123M AUM | 0.18% | $223,844 | 4.5K | Q1 2026OLDER |
| MBL Wealth, LLC$1.3B AUM | 0.17% | $2M | 41.6K | Q3 2025OLDER |
| Grantvest Financial Group LLC$154M AUM | 0.17% | $259,712 | 5.4K | Q1 2026OLDER |
| Main Street Financial Solutions, LLC$1.3B AUM | 0.16% | $2M | 46.0K | Q4 2025OLDER |
| Harvest Investment Services, LLC$547M AUM | 0.15% | $826,512 | 17.0K | Q1 2026OLDER |
| WORLD EQUITY GROUP, INC.$447M AUM | 0.15% | $571,651 | 11.8K | Q1 2026OLDER |
| Ignite Planners, LLC$648M AUM | 0.15% | $947,397 | 19.5K | Q1 2026OLDER |
| Plotkin Financial Advisors, LLC$199M AUM | 0.14% | $284,539 | 5.9K | Q1 2026OLDER |
| Camelot Portfolios, LLC$143M AUM | 0.13% | $204,178 | 4.3K | Q4 2025OLDER |
| TopTier Wealth Management, LLC$163M AUM | 0.12% | $198,227 | 4.1K | Q1 2026OLDER |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.12% | $358,730 | 7.4K | Q1 2026OLDER |
| Accel Wealth Management$383M AUM | 0.12% | $448,048 | 9.2K | Q1 2026OLDER |
| Fragasso Financial Advisors Inc$1.9B AUM | 0.10% | $2M | 35.1K | Q2 2026 |
| Nova Wealth Management, Inc.$154M AUM | 0.09% | $139,409 | 2.9K | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.09% | $548,422 | 11.3K | Q1 2026OLDER |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.09% | $2M | 30.6K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.08% | $8M | 155.7K | Q1 2026OLDER |
| Outlook Wealth Advisors, LLC$413M AUM | 0.08% | $348,255 | 7.2K | Q1 2026OLDER |
| McKinley Carter Wealth Services, Inc.$1.7B AUM | 0.08% | $1M | 29.5K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.08% | $3M | 71.7K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.07% | $4M | 90.7K | Q1 2026OLDER |
| SOA Wealth Advisors, LLC.$530M AUM | 0.06% | $343,039 | 7.1K | Q1 2026OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.06% | $4M | 92.2K | Q1 2026OLDER |
| Beacon Financial Advisory LLC$443M AUM | 0.05% | $226,847 | 4.9K | Q3 2025OLDER |
| Garden State Investment Advisory Services LLC$455M AUM | 0.05% | $230,328 | 4.8K | Q1 2026OLDER |
| Signal Advisors Wealth, LLC$1.5B AUM | 0.05% | $733,266 | 15.1K | Q1 2026OLDER |
| Luken Investment Analytics, LLC$261M AUM | 0.05% | $124,522 | 2.6K | Q1 2026OLDER |
| Consolidated Portfolio Review Corp$1.1B AUM | 0.04% | $319,766 | 6.9K | Q3 2025OLDER |
| NOVEM GROUP$873M AUM | 0.04% | $349,031 | 7.2K | Q1 2026OLDER |
| Legacy Private Trust Co.$1.6B AUM | 0.04% | $642,395 | 13.2K | Q1 2026OLDER |
| Buck Wealth Strategies, LLC$810M AUM | 0.03% | $282,260 | 5.8K | Q1 2026OLDER |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.03% | $469,141 | 9.7K | Q1 2026OLDER |
| StoneX Group Inc.$1.9B AUM | 0.03% | $616,017 | 12.7K | Q1 2026OLDER |
| Gallagher Fiduciary Advisors, LLC$2.6B AUM | 0.03% | $781,271 | 16.1K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.03% | $14M | 289.7K | Q1 2026OLDER |
| VestGen Advisors, LLC$3.8B AUM | 0.03% | $1M | 20.4K | Q1 2026OLDER |
| Bison Wealth, LLC$1.1B AUM | 0.03% | $304,384 | 5.8K | Q2 2026 |
| Tanglewood Legacy Advisors, LLC$276M AUM | 0.03% | $69,825 | 1.4K | Q1 2026OLDER |
| BEACON FINANCIAL GROUP$1.0B AUM | 0.02% | $249,820 | 5.2K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.02% | $804,281 | 15.4K | Q2 2026 |
| INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM | 0.02% | $302,869 | 6.2K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.02% | $2M | 39.4K | Q1 2026OLDER |
| Murphy & Mullick Capital Management Corp$135M AUM | 0.02% | $26,670 | 550 | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.02% | $19M | 382.3K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.02% | $5M | 106.9K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.02% | $495,616 | 10.2K | Q1 2026OLDER |
| Global Trust Asset Management, LLC$262M AUM | 0.02% | $49,751 | 1.0K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.02% | $301,074 | 6.2K | Q1 2026OLDER |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.02% | $493,778 | 10.4K | Q4 2025OLDER |
| Darwin Wealth Management, LLC$321M AUM | 0.02% | $57,460 | 1.2K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.02% | $10M | 206.1K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.02% | $849,739 | 17.5K | Q1 2026OLDER |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.02% | $344,424 | 7.1K | Q1 2026OLDER |
| IMG Wealth Management, Inc.$157M AUM | 0.02% | $25,069 | 517 | Q1 2026OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.01% | $780,883 | 16.1K | Q1 2026OLDER |
| Brookstone Capital Management$8.7B AUM | 0.01% | $1M | 25.6K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $10M | 208.4K | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.01% | $345,973 | 7.1K | Q1 2026OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.01% | $754,261 | 15.6K | Q1 2026OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.01% | $313,846 | 6.5K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.01% | $518,633 | 10.7K | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.01% | $43,910 | 906 | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.01% | $899,538 | 18.6K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.01% | $4M | 78.3K | Q1 2026OLDER |
| SYNOVUS FINANCIAL CORP$8.7B AUM | 0.01% | $849,818 | 18.3K | Q3 2025OLDER |
| Bleakley Financial Group, LLC$6.4B AUM | 0.01% | $589,105 | 12.1K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.01% | $711,106 | 14.7K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.01% | $30M | 613.4K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.01% | $104,980 | 2.2K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.01% | $753,874 | 15.5K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $5M | 95.5K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.01% | $3M | 52.3K | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.01% | $219,854 | 4.5K | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.01% | $365,518 | 7.5K | Q1 2026OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.01% | $55,204 | 1.2K | Q3 2025OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.01% | $348,541 | 7.2K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.01% | $365,760 | 7.5K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $868,747 | 17.9K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $170,006 | 3.5K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $67,886 | 1.4K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $3M | 51.7K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $11M | 221.2K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.00% | $202,301 | 4.2K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $894,967 | 18.5K | Q2 2026 |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $596,427 | 12.3K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $172,140 | 3.5K | Q2 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $529,268 | 10.9K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $315,233 | 6.5K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $10M | 207.4K | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.00% | $427,483 | 8.8K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $110,751 | 2.3K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $336,666 | 6.9K | Q1 2026OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.00% | $77,342 | 1.6K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $393,254 | 8.1K | Q1 2026OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $421,184 | 8.7K | Q1 2026OLDER |
| N.E.W. Advisory Services LLC$1.3B AUM | 0.00% | $23,663 | 488 | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $168,466 | 3.5K | Q1 2026OLDER |
| Topsail Wealth Management, LLC$678M AUM | 0.00% | $9,278 | 200 | Q3 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $281,727 | 5.8K | Q1 2026OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.00% | $254,185 | 5.2K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $411,413 | 8.4K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $578,582 | 11.9K | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $10,813 | 223 | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $923,541 | 19.0K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $2M | 37.6K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $296,516 | 6.1K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $3M | 54.7K | Q1 2026OLDER |
| IMC-Chicago, LLC$278.4B AUM | 0.00% | $562,033 | 11.8K | Q4 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $851,190 | 17.9K | Q4 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $669,453 | 13.8K | Q1 2026OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.00% | $1,067 | 22 | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $40,004 | 825 | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $523 | 11 | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $23,790 | 500 | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $46,390 | 1.0K | Q3 2025OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $14,886 | 307 | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $10,300 | 217 | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.