FIRST TR EXCHNG TRADED FD VI
CUSIP 33740F680
First Tr Exchng Traded Fd Vi has 110 institutional holders in Filings Flow’s 13F database, together reporting 3.28M shares worth $133M as of Q1 2026. The largest reported holders are Envestnet Asset Management Inc, Spectrum Asset Management, Inc. (Nb/Ca), and Reap Financial Group, LLC.
Institutional Holders
110
Q1 2026
Reported Value
$133M
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 |
|---|---|---|---|---|
| WINNOW WEALTH LLC$130M AUM | 3.85% | $5M | 113.6K | Q1 2026OLDER |
| Spectrum Asset Management, Inc. (NB/CA)$315M AUM | 3.57% | $11M | 255.4K | Q1 2026OLDER |
| REAP Financial Group, LLC$507M AUM | 1.98% | $10M | 228.0K | Q1 2026OLDER |
| Hardworking Capital Advisors, LLC$107M AUM | 1.87% | $2M | 45.5K | Q1 2026OLDER |
| LifeWealth Investments, LLC$374M AUM | 0.71% | $3M | 55.8K | Q2 2026 |
| Nova Wealth Management, Inc.$154M AUM | 0.50% | $763,217 | 17.4K | Q1 2026OLDER |
| Maia Wealth LLC$591M AUM | 0.48% | $3M | 64.5K | Q1 2026OLDER |
| LEGACY SOLUTIONS, LLC$124M AUM | 0.43% | $526,062 | 11.1K | Q2 2026 |
| Integrity Financial Corp /WA$201M AUM | 0.41% | $821,554 | 18.7K | Q1 2026OLDER |
| Advyzon Investment Management, LLC$1.1B AUM | 0.32% | $4M | 80.8K | Q1 2026OLDER |
| ARBOR CAPITAL MANAGEMENT INC /ADV$123M AUM | 0.31% | $381,506 | 8.5K | Q1 2026OLDER |
| Schwallier Wealth Management LLC$137M AUM | 0.27% | $370,640 | 8.4K | Q1 2026OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.27% | $5M | 123.9K | Q3 2025OLDER |
| CASCADE INVESTMENT GROUP, INC.$152M AUM | 0.26% | $401,853 | 9.1K | Q1 2026OLDER |
| Ignite Planners, LLC$648M AUM | 0.26% | $2M | 38.3K | Q1 2026OLDER |
| Lunt Capital Management, Inc.$260M AUM | 0.25% | $665,033 | 15.0K | Q3 2025OLDER |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.21% | $291,861 | 6.6K | Q1 2026OLDER |
| Mission Financial Group, LLC$108M AUM | 0.19% | $210,049 | 4.8K | Q1 2026OLDER |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.19% | $3M | 73.0K | Q1 2026OLDER |
| Financial Guidance Group, Inc.$249M AUM | 0.17% | $435,220 | 9.9K | Q1 2026OLDER |
| Jaffetilchin Investment Partners, LLC$1.7B AUM | 0.14% | $2M | 53.8K | Q1 2026OLDER |
| Accel Wealth Management$383M AUM | 0.14% | $519,143 | 11.8K | Q1 2026OLDER |
| PRECEDENT WEALTH PARTNERS, LLC$500M AUM | 0.13% | $651,247 | 14.8K | Q1 2026OLDER |
| Wealth Group Ltd$439M AUM | 0.12% | $516,725 | 11.8K | Q1 2026OLDER |
| Maltin Wealth Management, Inc.$262M AUM | 0.11% | $300,302 | 6.8K | Q1 2026OLDER |
| TCFG WEALTH MANAGEMENT, LLC$267M AUM | 0.10% | $263,242 | 6.0K | Q1 2026OLDER |
| TCFG Investment Advisors, LLC$297M AUM | 0.09% | $278,852 | 5.9K | Q2 2026 |
| Cottage Street Advisors LLC$231M AUM | 0.09% | $206,839 | 4.7K | Q1 2026OLDER |
| Signal Advisors Wealth, LLC$1.5B AUM | 0.08% | $1M | 26.5K | Q1 2026OLDER |
| HERITAGE OAK WEALTH ADVISORS LLC$315M AUM | 0.08% | $249,086 | 5.7K | Q1 2026OLDER |
| FSB PREMIER WEALTH MANAGEMENT, INC.$319M AUM | 0.07% | $234,623 | 5.3K | Q1 2026OLDER |
| Onyx Bridge Wealth Group LLC$930M AUM | 0.07% | $659,952 | 15.0K | Q1 2026OLDER |
| Sloy Dahl & Holst, LLC$728M AUM | 0.07% | $489,733 | 11.1K | Q1 2026OLDER |
| 1ST SOURCE BANK$1.9B AUM | 0.07% | $1M | 29.5K | Q1 2026OLDER |
| Legacy Capital Wealth Partners, LLC$485M AUM | 0.07% | $323,833 | 7.4K | Q1 2026OLDER |
| SUMMIT WEALTH GROUP LLC / CO$950M AUM | 0.06% | $413,485 | 5.1K | Q4 2025OLDER |
| Ferguson Shapiro LLC$342M AUM | 0.06% | $213,765 | 4.5K | Q2 2026 |
| Sequent Planning LLC$414M AUM | 0.06% | $252,911 | 5.8K | Q1 2026OLDER |
| Kovack Advisors, Inc.$1.9B AUM | 0.06% | $1M | 25.4K | Q1 2026OLDER |
| Foguth Wealth Management, LLC.$857M AUM | 0.06% | $473,342 | 10.0K | Q2 2026 |
| Ritter Daniher Financial Advisory LLC / DE$657M AUM | 0.05% | $348,684 | 7.3K | Q2 2026 |
| Strategic Blueprint, LLC$1.7B AUM | 0.05% | $839,475 | 18.7K | Q4 2025OLDER |
| BRASS TAX WEALTH MANAGEMENT, INC$602M AUM | 0.05% | $286,946 | 6.5K | Q3 2025OLDER |
| McKinley Carter Wealth Services, Inc.$1.7B AUM | 0.04% | $744,446 | 16.9K | Q1 2026OLDER |
| First Heartland Consultants, Inc.$1.5B AUM | 0.04% | $636,502 | 13.4K | Q2 2026 |
| Inspire Advisors, LLC$1.2B AUM | 0.04% | $495,227 | 11.3K | Q1 2026OLDER |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM | 0.04% | $679,427 | 15.5K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.04% | $2M | 55.2K | Q1 2026OLDER |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.03% | $1M | 29.1K | Q1 2026OLDER |
| Buck Wealth Strategies, LLC$810M AUM | 0.03% | $254,230 | 5.8K | Q1 2026OLDER |
| Claro Advisors Inc.$830M AUM | 0.03% | $228,354 | 5.1K | Q4 2025OLDER |
| Tanglewood Legacy Advisors, LLC$276M AUM | 0.03% | $83,483 | 1.9K | Q1 2026OLDER |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.03% | $387,346 | 8.8K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.03% | $8M | 177.0K | Q1 2026OLDER |
| Per Stirling Capital Management, LLC.$905M AUM | 0.03% | $243,618 | 5.5K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.03% | $1M | 23.1K | Q4 2025OLDER |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.02% | $74,296 | 1.7K | Q1 2026OLDER |
| Spire Wealth Management$3.3B AUM | 0.02% | $709,498 | 16.1K | Q3 2025OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.02% | $1M | 24.5K | Q1 2026OLDER |
| SOA Wealth Advisors, LLC.$530M AUM | 0.02% | $110,344 | 2.5K | Q1 2026OLDER |
| BEACON FINANCIAL GROUP$1.0B AUM | 0.02% | $211,762 | 4.8K | Q3 2025OLDER |
| Prosperity Consulting Group, LLC$2.2B AUM | 0.02% | $442,957 | 10.1K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.02% | $1M | 27.4K | Q1 2026OLDER |
| Advance Capital Management, Inc.$2.6B AUM | 0.02% | $473,554 | 10.8K | Q1 2026OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.02% | $1M | 24.1K | Q1 2026OLDER |
| StoneX Group Inc.$1.9B AUM | 0.02% | $357,767 | 8.0K | Q4 2025OLDER |
| CWM, LLC$38.1B AUM | 0.01% | $6M | 125.9K | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.01% | $66,295 | 1.5K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.01% | $297,532 | 6.8K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.01% | $553,740 | 12.6K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.01% | $4M | 91.0K | Q1 2026OLDER |
| Topsail Wealth Management, LLC$678M AUM | 0.01% | $72,449 | 1.6K | Q1 2026OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.01% | $518,439 | 11.8K | Q1 2026OLDER |
| Meridian Wealth Management, LLC$2.8B AUM | 0.01% | $231,018 | 5.3K | Q1 2026OLDER |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 0.01% | $394,380 | 9.0K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.01% | $359,342 | 8.2K | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.01% | $427,966 | 9.7K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.01% | $103,178 | 2.3K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.01% | $85,681 | 1.9K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.01% | $494,040 | 11.2K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $6M | 126.8K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $4M | 88.5K | Q1 2026OLDER |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.01% | $441,786 | 10.0K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $3M | 78.9K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.00% | $438,737 | 10.0K | Q1 2026OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.00% | $66,954 | 1.5K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $3M | 59.6K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $13M | 298.7K | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $435,220 | 9.9K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.00% | $661,051 | 15.0K | Q1 2026OLDER |
| CoreFirst Bank & Trust$189M AUM | 0.00% | $4,836 | 110 | Q2 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $39,302 | 894 | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $406,645 | 9.3K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $1M | 27.1K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $156,767 | 3.6K | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.00% | $273,089 | 6.2K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $49,545 | 1.1K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $55,932 | 1.2K | Q2 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $162,760 | 3.7K | Q1 2026OLDER |
| First Pacific Financial$777M AUM | 0.00% | $10,112 | 230 | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $225,919 | 5.1K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $4M | 87.0K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $523,477 | 11.8K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $3M | 67.5K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $117,861 | 2.7K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $412,226 | 9.4K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $26,520 | 600 | Q3 2025OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $215,544 | 4.9K | Q1 2026OLDER |
| IMC-Chicago, LLC$278.4B AUM | 0.00% | $682,213 | 15.2K | Q4 2025OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $6,631 | 153 | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $4,222 | 94 | Q4 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $749,589 | 17.1K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $722,316 | 16.3K | Q3 2025OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $617,055 | 13.7K | Q4 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $331,734 | 7.5K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $551,693 | 12.7K | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $115,883 | 2.6K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $967 | 22 | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $3,429 | 78 | Q1 2026OLDER |
| FWL INVESTMENT MANAGEMENT, LLC$456M AUM | 0.00% | $46 | 1 | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $17,360 | 400 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $34,000 | 750 | Q4 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $25,282 | 563 | Q4 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $48,499 | 1.1K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $41,725 | 944 | Q3 2025OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $539 | 12 | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.