FIRST TR EXCHNG TRADED FD VI
CUSIP 33740F748
First Tr Exchng Traded Fd Vi has 129 institutional holders in Filings Flow’s 13F database, together reporting 4.22M shares worth $215M as of Q1 2026. The largest reported holders are Focus Wealth Advisors, LLC, Commonwealth Equity Services, LLC, and Assetmark, Inc.
Institutional Holders
129
Q1 2026
Reported Value
$215M
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 |
|---|---|---|---|---|
| FOCUS Wealth Advisors, LLC$216M AUM | 12.74% | $27M | 488.8K | Q2 2026 |
| Tanglewood Legacy Advisors, LLC$276M AUM | 1.99% | $5M | 104.1K | Q1 2026OLDER |
| Keystone Wealth Services, LLC$468M AUM | 1.88% | $9M | 166.5K | Q1 2026OLDER |
| REAP Financial Group, LLC$507M AUM | 1.73% | $9M | 166.3K | Q1 2026OLDER |
| FSB PREMIER WEALTH MANAGEMENT, INC.$319M AUM | 1.18% | $4M | 71.3K | Q1 2026OLDER |
| Clear Point Advisors Inc.$129M AUM | 1.13% | $1M | 27.5K | Q1 2026OLDER |
| FWG Investments, LLC.$157M AUM | 1.10% | $2M | 32.9K | Q1 2026OLDER |
| Grantvest Financial Group LLC$154M AUM | 0.86% | $1M | 25.3K | Q1 2026OLDER |
| Integrity Financial Corp /WA$201M AUM | 0.78% | $2M | 29.7K | Q1 2026OLDER |
| 1776 Wealth LLC$254M AUM | 0.60% | $2M | 28.8K | Q1 2026OLDER |
| WESPAC Advisors SoCal, LLC$470M AUM | 0.58% | $3M | 51.3K | Q1 2026OLDER |
| Ignite Planners, LLC$648M AUM | 0.56% | $4M | 68.2K | Q1 2026OLDER |
| TopTier Wealth Management, LLC$163M AUM | 0.46% | $744,165 | 14.1K | Q1 2026OLDER |
| LEGACY SOLUTIONS, LLC$124M AUM | 0.34% | $423,973 | 7.5K | Q2 2026 |
| Accel Wealth Management$383M AUM | 0.31% | $1M | 22.6K | Q1 2026OLDER |
| Legacy Wealth Managment, LLC/ID$201M AUM | 0.30% | $613,538 | 11.6K | Q1 2026OLDER |
| Sloy Dahl & Holst, LLC$728M AUM | 0.30% | $2M | 41.8K | Q1 2026OLDER |
| ACTION POINT FINANCIAL PLANNING, LLC$112M AUM | 0.28% | $316,801 | 6.0K | Q1 2026OLDER |
| Pacific Excel Wealth Advisors, Inc.$258M AUM | 0.27% | $253,072 | 4.8K | Q1 2026OLDER |
| Main Street Financial Solutions, LLC$1.3B AUM | 0.25% | $3M | 63.1K | Q4 2025OLDER |
| WEALTHGARDEN F.S. LLC$147M AUM | 0.25% | $369,126 | 7.0K | Q1 2026OLDER |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.23% | $694,322 | 13.2K | Q1 2026OLDER |
| TFB Advisors LLC$191M AUM | 0.22% | $416,910 | 7.9K | Q1 2026OLDER |
| VVR Holdings LLC$194M AUM | 0.21% | $402,918 | 7.6K | Q1 2026OLDER |
| ARBOR CAPITAL MANAGEMENT INC /ADV$123M AUM | 0.21% | $254,558 | 4.8K | Q1 2026OLDER |
| Signal Advisors Wealth, LLC$1.5B AUM | 0.14% | $2M | 40.0K | Q1 2026OLDER |
| Monetary Solutions, Ltd$103M AUM | 0.14% | $145,834 | 2.8K | Q1 2026OLDER |
| WORLD EQUITY GROUP, INC.$447M AUM | 0.14% | $619,153 | 11.0K | Q2 2026 |
| Advisor Resource Council$309M AUM | 0.14% | $419,761 | 8.0K | Q1 2026OLDER |
| SOA Wealth Advisors, LLC.$530M AUM | 0.13% | $685,398 | 13.0K | Q1 2026OLDER |
| Harvest Investment Services, LLC$547M AUM | 0.12% | $674,732 | 12.8K | Q1 2026OLDER |
| Integrated Advisors Network LLC$1.9B AUM | 0.12% | $2M | 41.6K | Q1 2026OLDER |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.11% | $2M | 35.5K | Q1 2026OLDER |
| Lion Street Advisors, LLC$289M AUM | 0.11% | $304,782 | 8.1K | Q3 2025OLDER |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$696M AUM | 0.11% | $733,446 | 13.9K | Q1 2026OLDER |
| ForthRight Wealth Management, LLC$353M AUM | 0.09% | $318,649 | 6.0K | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.09% | $531,433 | 10.1K | Q1 2026OLDER |
| Beacon Financial Advisory LLC$443M AUM | 0.08% | $372,663 | 7.1K | Q1 2026OLDER |
| Stonebridge Financial Planning Group, LLC$272M AUM | 0.08% | $209,088 | 4.0K | Q1 2026OLDER |
| Nova Wealth Management, Inc.$154M AUM | 0.08% | $117,586 | 2.2K | Q1 2026OLDER |
| McKinley Carter Wealth Services, Inc.$1.7B AUM | 0.07% | $1M | 23.9K | Q1 2026OLDER |
| Stonebridge Financial Group, LLC$1.3B AUM | 0.07% | $879,474 | 15.6K | Q2 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM | 0.06% | $767,713 | 14.5K | Q1 2026OLDER |
| KINTRA WEALTH, LLC$1.4B AUM | 0.06% | $822,837 | 15.6K | Q1 2026OLDER |
| Maridea Wealth Management LLC$688M AUM | 0.05% | $339,769 | 6.4K | Q1 2026OLDER |
| Strategic Blueprint, LLC$1.7B AUM | 0.04% | $958,260 | 18.3K | Q3 2025OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.04% | $635,555 | 12.0K | Q1 2026OLDER |
| Foguth Wealth Management, LLC.$857M AUM | 0.04% | $331,707 | 5.9K | Q2 2026 |
| NOVEM GROUP$873M AUM | 0.04% | $336,020 | 6.4K | Q1 2026OLDER |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.04% | $525,203 | 9.9K | Q1 2026OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.03% | $3M | 52.8K | Q1 2026OLDER |
| Fragasso Financial Advisors Inc$1.9B AUM | 0.03% | $649,784 | 11.6K | Q2 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.03% | $2M | 32.7K | Q2 2026 |
| Focus Financial Network, Inc.$3.2B AUM | 0.03% | $966,921 | 17.2K | Q2 2026 |
| Abacus Wealth Partners, LLC$1.1B AUM | 0.03% | $293,975 | 5.5K | Q4 2025OLDER |
| ASSETMARK, INC$49.0B AUM | 0.03% | $14M | 266.0K | Q1 2026OLDER |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.03% | $589,144 | 11.2K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.02% | $6M | 117.8K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.02% | $783,878 | 13.9K | Q2 2026 |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.02% | $296,103 | 5.6K | Q1 2026OLDER |
| Texas Capital Bank Wealth Management Services Inc$1.7B AUM | 0.02% | $366,221 | 6.9K | Q1 2026OLDER |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.02% | $567,126 | 10.7K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.02% | $1M | 26.2K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.02% | $8M | 149.8K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.02% | $14M | 267.7K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.02% | $11M | 210.6K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.02% | $1M | 24.5K | Q1 2026OLDER |
| Allen Capital Group, LLC$1.1B AUM | 0.02% | $206,765 | 3.9K | Q1 2026OLDER |
| MBL Wealth, LLC$1.3B AUM | 0.02% | $201,726 | 3.9K | Q3 2025OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.02% | $1M | 20.7K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.02% | $710,107 | 13.4K | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.01% | $381,612 | 7.3K | Q3 2025OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.01% | $759,160 | 14.4K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.01% | $351,807 | 6.7K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.01% | $1M | 23.7K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $13M | 240.4K | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.01% | $345,522 | 6.5K | Q1 2026OLDER |
| First Heartland Consultants, Inc.$1.5B AUM | 0.01% | $207,828 | 3.7K | Q2 2026 |
| Modern Wealth Management, LLC$5.8B AUM | 0.01% | $723,364 | 13.6K | Q1 2026OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.01% | $326,965 | 6.2K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.01% | $592,100 | 11.2K | Q1 2026OLDER |
| Murphy & Mullick Capital Management Corp$135M AUM | 0.01% | $15,840 | 300 | Q1 2026OLDER |
| WINNOW WEALTH LLC$130M AUM | 0.01% | $14,681 | 277 | Q3 2025OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.01% | $463,479 | 8.8K | Q1 2026OLDER |
| Prosperity Consulting Group, LLC$2.2B AUM | 0.01% | $220,440 | 4.2K | Q1 2026OLDER |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 0.01% | $481,115 | 9.1K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.01% | $87,332 | 1.6K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.01% | $484,332 | 9.2K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.01% | $457,301 | 8.7K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.01% | $3M | 50.5K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $5M | 94.3K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.01% | $2M | 35.7K | Q2 2026 |
| Mutual Advisors, LLC$4.7B AUM | 0.01% | $312,418 | 5.9K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.01% | $813,610 | 15.4K | Q1 2026OLDER |
| Gerber Kawasaki Wealth & Investment Management$3.1B AUM | 0.01% | $186,912 | 3.5K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.01% | $78,355 | 1.5K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.00% | $382,114 | 7.2K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $603,558 | 11.4K | Q1 2026OLDER |
| Brookstone Capital Management$8.7B AUM | 0.00% | $372,135 | 7.0K | Q1 2026OLDER |
| HBK Sorce Advisory LLC$5.0B AUM | 0.00% | $211,254 | 3.8K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $430,141 | 8.1K | Q1 2026OLDER |
| ALERUS FINANCIAL NA$2.0B AUM | 0.00% | $81,030 | 1.5K | Q4 2025OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $673,676 | 12.8K | Q1 2026OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.00% | $281,213 | 5.3K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.00% | $320,972 | 6.1K | Q1 2026OLDER |
| SCOTIA CAPITAL INC.$24.3B AUM | 0.00% | $694,270 | 13.1K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $9M | 169.6K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $1M | 27.3K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $486,289 | 9.2K | Q1 2026OLDER |
| Plante Moran Financial Advisors, LLC$1.5B AUM | 0.00% | $35,972 | 673 | Q4 2025OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $8M | 142.8K | Q1 2026OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.00% | $47,784 | 905 | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $5M | 89.1K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $54,120 | 1.0K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $200,746 | 3.8K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $510,096 | 9.6K | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $105,600 | 2.0K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $21,226 | 402 | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $546,375 | 10.3K | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.00% | $2,957 | 56 | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $403,500 | 7.6K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $504,980 | 9.6K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $344,362 | 6.5K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $501,601 | 9.5K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $54,305 | 1.0K | Q4 2025OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $52,959 | 1.0K | Q1 2026OLDER |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.00% | $267,946 | 5.1K | Q3 2025OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $300,961 | 5.7K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $52,431 | 993 | Q1 2026OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $89,760 | 1.7K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $13,411 | 254 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $285,000 | 5.4K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $382,273 | 7.2K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $6,283 | 119 | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $120,226 | 2.3K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $203,031 | 3.9K | Q3 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $36,326 | 688 | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $3,367 | 63 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.