FIRST TR EXCHNG TRADED FD VI
CUSIP 33740F631
First Tr Exchng Traded Fd Vi has 123 institutional holders in Filings Flow’s 13F database, together reporting 6.04M shares worth $250M as of Q1 2026. The largest reported holders are Jaffetilchin Investment Partners, LLC, First International Bank Of Israel Ltd., and Brookstone Capital Management.
Institutional Holders
123
Q1 2026
Reported Value
$250M
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 |
|---|---|---|---|---|
| First International Bank of Israel Ltd.$340M AUM | 8.50% | $29M | 680.0K | Q1 2026OLDER |
| Jaffetilchin Investment Partners, LLC$1.7B AUM | 3.06% | $51M | 1.21M | Q1 2026OLDER |
| SMART Wealth LLC$341M AUM | 1.46% | $5M | 116.9K | Q1 2026OLDER |
| Westwood Wealth Management$255M AUM | 1.28% | $2M | 39.3K | Q4 2025OLDER |
| Lionshead Wealth Management, LLC$136M AUM | 1.17% | $2M | 37.3K | Q1 2026OLDER |
| PRECEDENT WEALTH PARTNERS, LLC$500M AUM | 1.06% | $5M | 124.4K | Q1 2026OLDER |
| Per Stirling Capital Management, LLC.$905M AUM | 1.02% | $9M | 216.8K | Q1 2026OLDER |
| Spectrum Asset Management, Inc. (NB/CA)$315M AUM | 0.55% | $2M | 40.7K | Q1 2026OLDER |
| Commonwealth Financial Services, LLC$632M AUM | 0.48% | $3M | 71.5K | Q1 2026OLDER |
| Comprehensive Financial Consultants Institutional, Inc.$337M AUM | 0.47% | $2M | 36.9K | Q1 2026OLDER |
| Integrity Financial Corp /WA$201M AUM | 0.42% | $841,754 | 19.8K | Q1 2026OLDER |
| Camelot Portfolios, LLC$135M AUM | 0.39% | $527,372 | 12.4K | Q1 2026OLDER |
| REAP Financial Group, LLC$507M AUM | 0.37% | $2M | 44.3K | Q1 2026OLDER |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.36% | $488,202 | 11.5K | Q1 2026OLDER |
| Tanglewood Legacy Advisors, LLC$276M AUM | 0.30% | $822,530 | 19.3K | Q1 2026OLDER |
| BEACON FINANCIAL GROUP$1.0B AUM | 0.29% | $3M | 68.7K | Q1 2026OLDER |
| Mission Financial Group, LLC$108M AUM | 0.28% | $306,132 | 7.2K | Q1 2026OLDER |
| Nova Wealth Management, Inc.$154M AUM | 0.27% | $421,116 | 9.9K | Q1 2026OLDER |
| Grantvest Financial Group LLC$154M AUM | 0.27% | $422,791 | 9.9K | Q1 2026OLDER |
| Schwallier Wealth Management LLC$137M AUM | 0.27% | $372,010 | 8.7K | Q1 2026OLDER |
| WINNOW WEALTH LLC$130M AUM | 0.21% | $277,375 | 6.5K | Q1 2026OLDER |
| Cottage Street Advisors LLC$231M AUM | 0.21% | $494,368 | 11.6K | Q1 2026OLDER |
| ACT Advisors, LLC.$235M AUM | 0.19% | $451,584 | 10.6K | Q1 2026OLDER |
| CASCADE INVESTMENT GROUP, INC.$152M AUM | 0.19% | $290,140 | 6.8K | Q1 2026OLDER |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.19% | $3M | 76.0K | Q1 2026OLDER |
| Castleview Partners, LLC$195M AUM | 0.19% | $361,803 | 8.5K | Q1 2026OLDER |
| ARBOR CAPITAL MANAGEMENT INC /ADV$123M AUM | 0.18% | $225,570 | 5.3K | Q1 2026OLDER |
| JIM SAULNIER & ASSOCIATES, LLC$205M AUM | 0.18% | $361,165 | 8.5K | Q1 2026OLDER |
| LifeWealth Investments, LLC$335M AUM | 0.17% | $585,596 | 13.8K | Q1 2026OLDER |
| Keystone Wealth Services, LLC$468M AUM | 0.17% | $804,583 | 18.9K | Q1 2026OLDER |
| BRASS TAX WEALTH MANAGEMENT, INC$602M AUM | 0.16% | $971,988 | 23.1K | Q3 2025OLDER |
| Brookstone Capital Management$8.7B AUM | 0.16% | $14M | 324.0K | Q1 2026OLDER |
| RiverTree Advisors, LLC$158M AUM | 0.14% | $219,455 | 5.2K | Q1 2026OLDER |
| Ballast Rock Private Wealth LLC$181M AUM | 0.14% | $248,843 | 5.9K | Q1 2026OLDER |
| Sequent Planning LLC$414M AUM | 0.13% | $532,773 | 12.5K | Q1 2026OLDER |
| JDM Financial Group LLC$259M AUM | 0.13% | $324,929 | 7.6K | Q1 2026OLDER |
| WETZEL INVESTMENT ADVISORS, INC.$252M AUM | 0.12% | $301,368 | 7.1K | Q1 2026OLDER |
| Mayfair Advisory Group, LLC$286M AUM | 0.10% | $295,456 | 6.9K | Q1 2026OLDER |
| Core Wealth Partners LLC$215M AUM | 0.10% | $208,617 | 5.0K | Q3 2025OLDER |
| Santori & Peters, Inc.$321M AUM | 0.09% | $303,537 | 7.1K | Q1 2026OLDER |
| UPTICK PARTNERS, LLC$502M AUM | 0.09% | $350,435 | 8.3K | Q3 2025OLDER |
| Strategic Blueprint, LLC$1.7B AUM | 0.09% | $2M | 35.9K | Q1 2026OLDER |
| Buck Wealth Strategies, LLC$810M AUM | 0.08% | $671,208 | 15.8K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.08% | $4M | 91.1K | Q1 2026OLDER |
| Kercheville Advisors, LLC$313M AUM | 0.08% | $242,421 | 5.7K | Q1 2026OLDER |
| Horizon Investments, LLC$8.9B AUM | 0.07% | $6M | 149.2K | Q1 2026OLDER |
| FSB PREMIER WEALTH MANAGEMENT, INC.$319M AUM | 0.07% | $226,302 | 5.3K | Q1 2026OLDER |
| Ignite Planners, LLC$648M AUM | 0.07% | $440,994 | 10.4K | Q1 2026OLDER |
| Falcon Wealth Planning$1.5B AUM | 0.07% | $994,607 | 23.4K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.06% | $4M | 105.3K | Q1 2026OLDER |
| 1ST SOURCE BANK$1.9B AUM | 0.06% | $1M | 26.5K | Q1 2026OLDER |
| Sage Capital Advisors,llc$482M AUM | 0.05% | $222,667 | 5.2K | Q1 2026OLDER |
| Kovack Advisors, Inc.$1.9B AUM | 0.05% | $874,819 | 20.5K | Q1 2026OLDER |
| Foguth Wealth Management, LLC.$857M AUM | 0.04% | $282,447 | 6.5K | Q4 2025OLDER |
| MTM Investment Management, LLC$316M AUM | 0.04% | $136,096 | 3.2K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.04% | $2M | 55.8K | Q1 2026OLDER |
| VICUS CAPITAL$1.4B AUM | 0.03% | $468,213 | 11.0K | Q1 2026OLDER |
| Main Street Financial Solutions, LLC$1.3B AUM | 0.03% | $443,528 | 10.2K | Q4 2025OLDER |
| CWM, LLC$38.1B AUM | 0.03% | $12M | 281.1K | Q1 2026OLDER |
| LexAurum Advisors, LLC$771M AUM | 0.03% | $231,746 | 5.4K | Q1 2026OLDER |
| LVZ, Inc.$984M AUM | 0.02% | $243,600 | 5.4K | Q2 2026 |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.02% | $70,175 | 1.6K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.02% | $8M | 196.7K | Q1 2026OLDER |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.02% | $285,121 | 6.7K | Q1 2026OLDER |
| Robertson Stephens Wealth Management, LLC$3.6B AUM | 0.02% | $729,390 | 17.1K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.02% | $5M | 121.7K | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.02% | $1M | 28.3K | Q1 2026OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.02% | $868,000 | 20.4K | Q1 2026OLDER |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$696M AUM | 0.02% | $105,772 | 2.5K | Q1 2026OLDER |
| Prosperity Consulting Group, LLC$2.2B AUM | 0.01% | $326,333 | 7.7K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.01% | $602,225 | 14.2K | Q1 2026OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.01% | $366,383 | 8.6K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.01% | $325,014 | 7.6K | Q1 2026OLDER |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.01% | $222,432 | 5.2K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.01% | $306,131 | 7.2K | Q2 2026 |
| SOA Wealth Advisors, LLC.$530M AUM | 0.01% | $60,563 | 1.4K | Q1 2026OLDER |
| PFG Advisors$2.1B AUM | 0.01% | $230,725 | 5.4K | Q1 2026OLDER |
| StoneX Group Inc.$1.9B AUM | 0.01% | $204,612 | 4.8K | Q1 2026OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.01% | $675,078 | 15.9K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $10M | 232.0K | Q1 2026OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.01% | $221,794 | 5.2K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.01% | $599,205 | 14.1K | Q1 2026OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.01% | $521,928 | 12.3K | Q1 2026OLDER |
| JOURNEY STRATEGIC WEALTH LLC$4.0B AUM | 0.01% | $345,982 | 8.1K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.01% | $133,034 | 3.1K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.01% | $849,877 | 20.0K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.01% | $2M | 39.2K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.01% | $108,281 | 2.5K | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.01% | $956,202 | 22.5K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $4M | 99.5K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.01% | $255,903 | 6.0K | Q1 2026OLDER |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.00% | $401,738 | 9.4K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.00% | $222,007 | 5.2K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $506,830 | 11.9K | Q1 2026OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.00% | $51,079 | 1.2K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $13M | 294.1K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $2M | 53.5K | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.00% | $219,810 | 5.1K | Q4 2025OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.00% | $467,720 | 11.0K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $299,688 | 7.0K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $2M | 45.7K | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $45,979 | 1.1K | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $33,173 | 780 | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $549,700 | 12.9K | Q2 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $108,538 | 2.5K | Q4 2025OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $332,329 | 7.8K | Q1 2026OLDER |
| Glen Eagle Advisors, LLC$714M AUM | 0.00% | $12,759 | 300 | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $55,767 | 1.2K | Q2 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $6M | 142.8K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $5M | 114.4K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $878,882 | 20.7K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $27,916 | 643 | Q4 2025OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $291,160 | 6.8K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $63,370 | 1.5K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $287,715 | 6.8K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $45,082 | 1.1K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $6,754 | 161 | Q1 2026OLDER |
| IMC-Chicago, LLC$278.4B AUM | 0.00% | $589,923 | 13.6K | Q4 2025OLDER |
| Spire Wealth Management$2.9B AUM | 0.00% | $5,529 | 130 | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $33,939 | 798 | Q1 2026OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $200,166 | 4.7K | Q1 2026OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $202,910 | 4.8K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $69,834 | 1.6K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $792,461 | 18.6K | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $101,849 | 2.5K | Q4 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $87,000 | 2.0K | Q4 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $45,282 | 1.0K | Q4 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $20,430 | 487 | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $781 | 18 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.