FIRST TR EXCHNG TRADED FD VI
CUSIP 33740F771
First Tr Exchng Traded Fd Vi has 144 institutional holders in Filings Flow’s 13F database, together reporting 4.13M shares worth $183M as of Q1 2026. The largest reported holders are Advance Capital Management, Inc., Cetera Investment Advisers, and Commonwealth Equity Services, LLC.
Institutional Holders
144
Q1 2026
Reported Value
$183M
Ticker
unmapped
private placement or foreign
Quarters Tracked
5
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Spectrum Asset Management, Inc. (NB/CA)$315M AUM | 2.17% | $7M | 144.0K | Q1 2026 |
| KRAEMATON INVESTMENT ADVISORS, INC$123M AUM | 1.77% | $2M | 42.0K | Q2 2025OLDER |
| HICKORY ASSET MANAGEMENT, INC.$121M AUM | 1.69% | $2M | 45.8K | Q2 2025OLDER |
| Camelot Portfolios, LLC$143M AUM | 1.09% | $1M | 31.0K | Q1 2026 |
| UPTICK PARTNERS, LLC$502M AUM | 1.04% | $5M | 110.5K | Q1 2026 |
| LifeWealth Investments, LLC$374M AUM | 0.92% | $3M | 65.4K | Q1 2026 |
| Tanglewood Legacy Advisors, LLC$276M AUM | 0.91% | $3M | 53.2K | Q1 2026 |
| Advance Capital Management, Inc.$2.6B AUM | 0.76% | $20M | 423.1K | Q1 2026 |
| SMART Wealth LLC$341M AUM | 0.70% | $2M | 50.4K | Q1 2026 |
| Oder Investment Management, LLC$130M AUM | 0.61% | $796,811 | 16.8K | Q1 2026 |
| Integrity Financial Corp /WA$201M AUM | 0.57% | $1M | 24.3K | Q1 2026 |
| CASCADE INVESTMENT GROUP, INC.$152M AUM | 0.54% | $821,159 | 17.3K | Q1 2026 |
| REAP Financial Group, LLC$507M AUM | 0.52% | $3M | 55.4K | Q1 2026 |
| Sage Capital Advisors,llc$482M AUM | 0.51% | $2M | 46.5K | Q2 2025OLDER |
| Nova Wealth Management, Inc.$154M AUM | 0.43% | $666,117 | 14.1K | Q1 2026 |
| PRECEDENT WEALTH PARTNERS, LLC$500M AUM | 0.38% | $2M | 40.2K | Q1 2026 |
| BEACON FINANCIAL GROUP$1.0B AUM | 0.36% | $4M | 76.9K | Q1 2026 |
| Sun Financial Inc$200M AUM | 0.36% | $712,128 | 14.2K | Q1 2026 |
| Maia Wealth LLC$591M AUM | 0.34% | $2M | 43.2K | Q3 2025OLDER |
| Keystone Wealth Services, LLC$468M AUM | 0.33% | $2M | 32.2K | Q1 2026 |
| Castleview Partners, LLC$195M AUM | 0.30% | $576,824 | 12.2K | Q1 2026 |
| Lakeridge Wealth Management LLC$233M AUM | 0.28% | $659,675 | 13.9K | Q1 2026 |
| Ignite Planners, LLC$648M AUM | 0.26% | $2M | 35.9K | Q1 2026 |
| Lunt Capital Management, Inc.$260M AUM | 0.24% | $640,575 | 13.8K | Q3 2025OLDER |
| WINNOW WEALTH LLC$130M AUM | 0.24% | $312,345 | 6.6K | Q1 2026 |
| JIM SAULNIER & ASSOCIATES, LLC$205M AUM | 0.23% | $474,363 | 10.0K | Q1 2026 |
| Grantvest Financial Group LLC$154M AUM | 0.23% | $352,006 | 7.4K | Q1 2026 |
| Madrona Financial Services, LLC$457M AUM | 0.22% | $1M | 21.5K | Q1 2026 |
| CFC Planning Co LLC$140M AUM | 0.21% | $297,247 | 6.3K | Q1 2026 |
| Luken Investment Analytics, LLC$261M AUM | 0.20% | $535,281 | 11.3K | Q1 2026 |
| Global Assets Advisory, LLC$349M AUM | 0.20% | $699,121 | 14.7K | Q4 2025OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.19% | $3M | 64.9K | Q1 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.19% | $3M | 69.7K | Q1 2026 |
| Optivise Advisory Services LLC$165M AUM | 0.19% | $326,845 | 6.8K | Q4 2025OLDER |
| Bison Wealth, LLC$1.1B AUM | 0.19% | $2M | 52.9K | Q2 2025OLDER |
| Mayfair Advisory Group, LLC$286M AUM | 0.18% | $371,908 | 8.2K | Q2 2025OLDER |
| ARBOR CAPITAL MANAGEMENT INC /ADV$123M AUM | 0.17% | $205,637 | 4.3K | Q1 2026 |
| Crusonia Wealth Advisors LLC$485M AUM | 0.14% | $661,285 | 14.0K | Q1 2026 |
| Ritter Daniher Financial Advisory LLC / DE$657M AUM | 0.12% | $697,287 | 14.7K | Q1 2026 |
| MN Wealth Advisors, LLC$206M AUM | 0.12% | $240,497 | 5.1K | Q1 2026 |
| Quad-Cities Investment Group, LLC$278M AUM | 0.11% | $264,988 | 5.6K | Q1 2026 |
| Buck Wealth Strategies, LLC$810M AUM | 0.10% | $839,112 | 17.7K | Q1 2026 |
| Sovereign Financial Group, Inc.$576M AUM | 0.10% | $593,262 | 12.5K | Q1 2026 |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.10% | $834,584 | 18.7K | Q2 2025OLDER |
| Arrowroot Family Office, LLC$302M AUM | 0.09% | $286,778 | 6.1K | Q1 2026 |
| Cottage Street Advisors LLC$231M AUM | 0.09% | $213,496 | 4.5K | Q1 2026 |
| KPP Advisory Services LLC$689M AUM | 0.08% | $579,998 | 12.2K | Q1 2026 |
| MSH Capital Advisors LLC$472M AUM | 0.08% | $388,740 | 8.1K | Q4 2025OLDER |
| Lifestyle Asset Management, Inc.$306M AUM | 0.08% | $253,430 | 5.3K | Q1 2026 |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.08% | $2M | 36.9K | Q3 2025OLDER |
| Comprehensive Financial Consultants Institutional, Inc.$337M AUM | 0.08% | $255,845 | 5.4K | Q1 2026 |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.07% | $697,002 | 14.7K | Q1 2026 |
| Horizon Investments, LLC$8.9B AUM | 0.07% | $6M | 134.7K | Q1 2026 |
| Foguth Wealth Management, LLC.$857M AUM | 0.07% | $454,103 | 9.5K | Q4 2025OLDER |
| TopTier Wealth Management, LLC$163M AUM | 0.07% | $113,262 | 2.4K | Q1 2026 |
| Walkner Condon Financial Advisors LLC$759M AUM | 0.07% | $507,901 | 10.7K | Q1 2026 |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.07% | $91,566 | 1.9K | Q1 2026 |
| Signal Advisors Wealth, LLC$1.5B AUM | 0.07% | $854,853 | 19.1K | Q2 2025OLDER |
| BRASS TAX WEALTH MANAGEMENT, INC$602M AUM | 0.07% | $396,817 | 8.5K | Q3 2025OLDER |
| Legacy Capital Wealth Partners, LLC$485M AUM | 0.06% | $281,439 | 6.3K | Q2 2025OLDER |
| Kovack Advisors, Inc.$1.9B AUM | 0.06% | $1M | 25.1K | Q1 2026 |
| Glen Eagle Advisors, LLC$714M AUM | 0.06% | $445,041 | 9.4K | Q1 2026 |
| Gerber Kawasaki Wealth & Investment Management$3.1B AUM | 0.06% | $2M | 40.3K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.06% | $4M | 82.1K | Q1 2026 |
| Signature Equity Partners, LLC$186M AUM | 0.05% | $100,661 | 2.1K | Q1 2026 |
| Integrated Advisors Network LLC$1.9B AUM | 0.05% | $1M | 21.7K | Q1 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.05% | $763,314 | 16.0K | Q1 2026 |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.05% | $686,344 | 14.5K | Q1 2026 |
| GGM Financial LLC$217M AUM | 0.05% | $112,267 | 2.4K | Q1 2026 |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.05% | $614,532 | 13.8K | Q2 2025OLDER |
| MONEY CONCEPTS CAPITAL CORP$1.8B AUM | 0.05% | $878,998 | 18.6K | Q1 2026 |
| Triumph Capital Management$491M AUM | 0.05% | $236,755 | 5.0K | Q1 2026 |
| Atria Investments, Inc$8.9B AUM | 0.05% | $4M | 86.9K | Q2 2025OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.05% | $2M | 44.5K | Q1 2026 |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.04% | $2M | 40.8K | Q4 2025OLDER |
| Onyx Bridge Wealth Group LLC$930M AUM | 0.04% | $401,224 | 8.5K | Q1 2026 |
| INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM | 0.04% | $602,499 | 12.7K | Q1 2026 |
| Integrated Investment Consultants, LLC$471M AUM | 0.04% | $206,110 | 4.3K | Q1 2026 |
| Advyzon Investment Management, LLC$1.1B AUM | 0.04% | $442,009 | 9.3K | Q1 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM | 0.04% | $670,286 | 14.2K | Q1 2026 |
| StoneX Group Inc.$1.9B AUM | 0.04% | $679,712 | 14.3K | Q1 2026 |
| MGO ONE SEVEN LLC$5.0B AUM | 0.04% | $2M | 38.2K | Q1 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV$730M AUM | 0.04% | $264,609 | 5.6K | Q1 2026 |
| Per Stirling Capital Management, LLC.$905M AUM | 0.04% | $322,432 | 6.8K | Q1 2026 |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.03% | $105,399 | 2.2K | Q1 2026 |
| Jaffetilchin Investment Partners, LLC$1.7B AUM | 0.03% | $542,244 | 11.4K | Q1 2026 |
| 1ST SOURCE BANK$1.9B AUM | 0.03% | $534,984 | 11.5K | Q3 2025OLDER |
| VICTORY FINANCIAL GROUP, LLC$814M AUM | 0.03% | $202,853 | 4.4K | Q3 2025OLDER |
| WealthPlan Investment Management, LLC$1.8B AUM | 0.03% | $497,456 | 10.5K | Q1 2026 |
| TUCKER ASSET MANAGEMENT LLC$343M AUM | 0.03% | $91,005 | 1.9K | Q4 2025OLDER |
| Strategic Blueprint, LLC$1.7B AUM | 0.02% | $427,798 | 9.0K | Q1 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.02% | $627,510 | 13.2K | Q1 2026 |
| Columbus Macro, LLC$936M AUM | 0.02% | $217,275 | 4.6K | Q4 2025OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.02% | $6M | 130.0K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.02% | $3M | 59.8K | Q1 2026 |
| McKinley Carter Wealth Services, Inc.$1.7B AUM | 0.02% | $381,187 | 8.0K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.02% | $8M | 163.6K | Q1 2026 |
| SOA Wealth Advisors, LLC.$530M AUM | 0.02% | $100,377 | 2.1K | Q1 2026 |
| Diversify Advisory Services, LLC$655M AUM | 0.02% | $572,518 | 11.9K | Q4 2025OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.02% | $232,823 | 4.9K | Q1 2026 |
| SYNOVUS FINANCIAL CORP$8.7B AUM | 0.02% | $1M | 32.0K | Q3 2025OLDER |
| Csenge Advisory Group$2.2B AUM | 0.02% | $372,056 | 7.9K | Q1 2026 |
| Noble Wealth Management PBC$223M AUM | 0.02% | $33,159 | 700 | Q1 2026 |
| SAX WEALTH ADVISORS, LLC$2.5B AUM | 0.02% | $295,879 | 6.4K | Q3 2025OLDER |
| Prosperity Consulting Group, LLC$2.2B AUM | 0.01% | $202,775 | 4.5K | Q2 2025OLDER |
| AlphaStar Capital Management, LLC$1.4B AUM | 0.01% | $200,612 | 4.2K | Q1 2026 |
| JOURNEY STRATEGIC WEALTH LLC$4.0B AUM | 0.01% | $556,645 | 11.8K | Q1 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$696M AUM | 0.01% | $94,740 | 2.0K | Q1 2026 |
| Regal Investment Advisors LLC$1.7B AUM | 0.01% | $228,561 | 4.8K | Q1 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.01% | $254,140 | 5.4K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $8M | 169.8K | Q1 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.01% | $930,333 | 19.5K | Q4 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $8M | 174.0K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $11M | 223.7K | Q1 2026 |
| ALERUS FINANCIAL NA$2.0B AUM | 0.01% | $224,292 | 4.7K | Q4 2025OLDER |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.01% | $2M | 44.1K | Q2 2025OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.01% | $588,678 | 11.9K | Q1 2026 |
| Apollon Wealth Management, LLC$6.2B AUM | 0.01% | $624,431 | 13.2K | Q1 2026 |
| RFG Advisory, LLC$5.4B AUM | 0.01% | $538,739 | 11.4K | Q1 2026 |
| Park Place Capital Corp$499M AUM | 0.01% | $47,181 | 996 | Q1 2026 |
| Icon Wealth Advisors, LLC$1.5B AUM | 0.01% | $132,257 | 2.8K | Q3 2025OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.01% | $249,149 | 5.9K | Q1 2026 |
| Focus Financial Network, Inc.$3.2B AUM | 0.01% | $245,003 | 5.1K | Q4 2025OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.01% | $518,559 | 10.9K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.01% | $339,453 | 7.2K | Q1 2026 |
| DAYMARK WEALTH PARTNERS, LLC$3.2B AUM | 0.01% | $219,012 | 4.6K | Q1 2026 |
| Spire Wealth Management$3.3B AUM | 0.01% | $181,048 | 3.8K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.01% | $606,507 | 12.7K | Q1 2026 |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.01% | $545,134 | 11.5K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $2M | 36.6K | Q1 2026 |
| &PARTNERS$20.2B AUM | 0.00% | $967,438 | 21.2K | Q1 2026 |
| Atria Wealth Solutions, Inc.$4.4B AUM | 0.00% | $210,122 | 4.7K | Q2 2025OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $320,648 | 6.8K | Q1 2026 |
| SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM | 0.00% | $221,123 | 4.7K | Q1 2026 |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.00% | $311,665 | 6.6K | Q1 2026 |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.00% | $315,768 | 6.7K | Q1 2026 |
| Waverly Advisors, LLC$13.4B AUM | 0.00% | $402,740 | 8.5K | Q1 2026 |
| OPPENHEIMER & CO INC$8.2B AUM | 0.00% | $205,349 | 4.3K | Q1 2026 |
| Center for Financial Planning, Inc.$958M AUM | 0.00% | $23,685 | 500 | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.00% | $2M | 42.5K | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $2M | 34.7K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $7M | 154.2K | Q1 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.00% | $310,190 | 6.5K | Q4 2025OLDER |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $14,556 | 305 | Q4 2025OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $53,812 | 1.1K | Q1 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $29,843 | 630 | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $831,874 | 17.5K | Q1 2026 |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.00% | $204,964 | 4.3K | Q4 2025OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $1M | 28.4K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $4M | 86.7K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $276,613 | 5.9K | Q3 2025OLDER |
| Topsail Wealth Management, LLC$678M AUM | 0.00% | $7,958 | 168 | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $672,654 | 14.2K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $4M | 84.7K | Q1 2026 |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.00% | $6,916 | 146 | Q1 2026 |
| BROWN ADVISORY INC$60.9B AUM | 0.00% | $369,701 | 8.3K | Q2 2025OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $520,691 | 11.0K | Q1 2026 |
| IMC-Chicago, LLC$278.4B AUM | 0.00% | $797,667 | 16.7K | Q4 2025OLDER |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.00% | $265,310 | 6.0K | Q2 2025OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $6,818 | 146 | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $136,947 | 2.9K | Q1 2026 |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $439,783 | 9.3K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $2M | 35.9K | Q1 2026 |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $63,663 | 1.4K | Q2 2025OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $3,032 | 64 | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $23,685 | 500 | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $458,447 | 9.7K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $304,115 | 6.4K | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $7,342 | 155 | Q1 2026 |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $40,264 | 850 | Q1 2026 |
| BARCLAYS PLC$416.3B AUM | 0.00% | $131,594 | 2.8K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $332,686 | 7.1K | Q3 2025OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $2,411 | 54 | Q2 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $177,572 | 3.7K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $44,000 | 925 | Q4 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $39,537 | 846 | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $4,737 | 100 | Q1 2026 |
| ASSETMARK, INC$49.0B AUM | 0.00% | $477 | 10 | Q4 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $5,965 | 125 | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.