FIRST TR EXCHNG TRADED FD VI
CUSIP 33740F839
First Tr Exchng Traded Fd Vi has 122 institutional holders in Filings Flow’s 13F database, together reporting 3.67M shares worth $163M as of Q1 2026. The largest reported holders are Commonwealth Equity Services, LLC, Horizon Investments, LLC, and Envestnet Asset Management Inc.
Institutional Holders
122
Q1 2026
Reported Value
$163M
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 | 3.66% | $5M | 99.1K | Q1 2026OLDER |
| Echo Wealth Management, LLC$174M AUM | 1.94% | $3M | 70.3K | Q1 2026OLDER |
| Tanglewood Legacy Advisors, LLC$276M AUM | 1.10% | $3M | 63.3K | Q1 2026OLDER |
| REAP Financial Group, LLC$507M AUM | 0.95% | $5M | 100.8K | Q1 2026OLDER |
| BRASS TAX WEALTH MANAGEMENT, INC$602M AUM | 0.84% | $5M | 107.4K | Q3 2025OLDER |
| Nova Wealth Management, Inc.$154M AUM | 0.83% | $1M | 26.6K | Q1 2026OLDER |
| Mission Financial Group, LLC$108M AUM | 0.78% | $843,020 | 17.6K | Q1 2026OLDER |
| PRECEDENT WEALTH PARTNERS, LLC$500M AUM | 0.64% | $3M | 66.7K | Q1 2026OLDER |
| Castleview Partners, LLC$195M AUM | 0.63% | $1M | 25.5K | Q1 2026OLDER |
| Spectrum Asset Management, Inc. (NB/CA)$315M AUM | 0.43% | $1M | 28.4K | Q1 2026OLDER |
| ARBOR CAPITAL MANAGEMENT INC /ADV$123M AUM | 0.39% | $478,333 | 9.8K | Q1 2026OLDER |
| ASHTON THOMAS SECURITIES, LLC$797M AUM | 0.33% | $3M | 54.5K | Q1 2026OLDER |
| Madrona Financial Services, LLC$457M AUM | 0.33% | $1M | 31.1K | Q1 2026OLDER |
| Grantvest Financial Group LLC$154M AUM | 0.31% | $479,245 | 10.0K | Q1 2026OLDER |
| Keystone Wealth Services, LLC$468M AUM | 0.27% | $1M | 26.0K | Q1 2026OLDER |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.24% | $329,541 | 6.9K | Q1 2026OLDER |
| Lakeridge Wealth Management LLC$233M AUM | 0.22% | $517,091 | 10.8K | Q1 2026OLDER |
| Oder Investment Management, LLC$130M AUM | 0.22% | $281,588 | 5.9K | Q1 2026OLDER |
| 1ST SOURCE BANK$1.9B AUM | 0.21% | $4M | 86.4K | Q1 2026OLDER |
| Capasso Planning Partners LLC$185M AUM | 0.21% | $385,782 | 8.1K | Q1 2026OLDER |
| Integrity Financial Corp /WA$201M AUM | 0.20% | $407,052 | 8.5K | Q1 2026OLDER |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.19% | $3M | 67.9K | Q1 2026OLDER |
| LifeWealth Investments, LLC$374M AUM | 0.18% | $667,396 | 13.0K | Q2 2026 |
| Commonwealth Financial Services, LLC$632M AUM | 0.17% | $1M | 22.5K | Q1 2026OLDER |
| MTM Investment Management, LLC$316M AUM | 0.17% | $521,929 | 10.9K | Q1 2026OLDER |
| WORLD EQUITY GROUP, INC.$447M AUM | 0.15% | $653,480 | 12.7K | Q2 2026 |
| WEALTHGARDEN F.S. LLC$147M AUM | 0.14% | $211,550 | 4.4K | Q1 2026OLDER |
| Encompass More Asset Management$597M AUM | 0.14% | $851,998 | 17.8K | Q1 2026OLDER |
| Ignite Planners, LLC$648M AUM | 0.14% | $902,250 | 18.8K | Q1 2026OLDER |
| CASCADE INVESTMENT GROUP, INC.$152M AUM | 0.14% | $204,510 | 4.4K | Q3 2025OLDER |
| Buck Wealth Strategies, LLC$810M AUM | 0.13% | $1M | 22.3K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.12% | $6M | 125.8K | Q1 2026OLDER |
| Sage Capital Advisors,llc$482M AUM | 0.10% | $485,258 | 9.4K | Q2 2026 |
| Cottage Street Advisors LLC$231M AUM | 0.09% | $218,688 | 4.6K | Q1 2026OLDER |
| UPTICK PARTNERS, LLC$502M AUM | 0.09% | $468,036 | 9.8K | Q1 2026OLDER |
| LVZ, Inc.$984M AUM | 0.09% | $902,733 | 17.6K | Q2 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.09% | $6M | 117.7K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.08% | $1M | 27.1K | Q1 2026OLDER |
| Legacy Capital Wealth Partners, LLC$485M AUM | 0.07% | $361,176 | 7.5K | Q1 2026OLDER |
| Horizon Investments, LLC$8.9B AUM | 0.07% | $6M | 133.4K | Q1 2026OLDER |
| McKinley Carter Wealth Services, Inc.$1.7B AUM | 0.06% | $1M | 22.5K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.06% | $3M | 56.6K | Q1 2026OLDER |
| Ritter Daniher Financial Advisory LLC / DE$657M AUM | 0.05% | $345,843 | 6.7K | Q2 2026 |
| OPPENHEIMER & CO INC$8.2B AUM | 0.05% | $4M | 90.0K | Q1 2026OLDER |
| BEACON FINANCIAL GROUP$1.0B AUM | 0.05% | $520,608 | 10.9K | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.05% | $2M | 43.1K | Q1 2026OLDER |
| Vivaldi Capital Management LP$723M AUM | 0.05% | $350,428 | 7.3K | Q1 2026OLDER |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.05% | $613,620 | 12.8K | Q1 2026OLDER |
| Kovack Advisors, Inc.$1.9B AUM | 0.05% | $848,035 | 17.6K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.04% | $3M | 62.2K | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.04% | $5M | 104.3K | Q1 2026OLDER |
| Signal Advisors Wealth, LLC$1.5B AUM | 0.03% | $497,881 | 10.4K | Q1 2026OLDER |
| Per Stirling Capital Management, LLC.$905M AUM | 0.03% | $301,648 | 6.3K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.03% | $382,907 | 8.0K | Q1 2026OLDER |
| StoneX Group Inc.$1.9B AUM | 0.03% | $590,841 | 12.1K | Q4 2025OLDER |
| SOA Wealth Advisors, LLC.$530M AUM | 0.02% | $131,021 | 2.7K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.02% | $373,343 | 8.0K | Q3 2025OLDER |
| Advyzon Investment Management, LLC$1.1B AUM | 0.02% | $271,461 | 5.7K | Q1 2026OLDER |
| Falcon Wealth Planning$1.5B AUM | 0.02% | $348,943 | 7.3K | Q1 2026OLDER |
| JOURNEY STRATEGIC WEALTH LLC$4.0B AUM | 0.02% | $931,904 | 19.5K | Q1 2026OLDER |
| Strategic Blueprint, LLC$1.7B AUM | 0.02% | $336,786 | 6.9K | Q4 2025OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.02% | $512,205 | 10.7K | Q2 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.02% | $14M | 288.3K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.02% | $1M | 23.6K | Q1 2026OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.02% | $1M | 23.9K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.02% | $5M | 99.4K | Q1 2026OLDER |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.02% | $53,175 | 1.1K | Q1 2026OLDER |
| KINTRA WEALTH, LLC$1.4B AUM | 0.02% | $226,832 | 4.7K | Q1 2026OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.01% | $318,892 | 6.7K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.01% | $850,800 | 17.8K | Q1 2026OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.01% | $525,139 | 11.0K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.01% | $4M | 76.3K | Q1 2026OLDER |
| Pinnacle Bancorp, Inc.$339M AUM | 0.01% | $29,031 | 606 | Q1 2026OLDER |
| Financial Perspectives, Inc$358M AUM | 0.01% | $26,348 | 550 | Q1 2026OLDER |
| Focus Financial Network, Inc.$3.2B AUM | 0.01% | $233,951 | 4.6K | Q2 2026 |
| Topsail Wealth Management, LLC$678M AUM | 0.01% | $48,145 | 1.0K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $4M | 83.3K | Q1 2026OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.01% | $226,113 | 4.7K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $5M | 111.3K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.01% | $230,138 | 4.8K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $539,750 | 11.3K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $461,871 | 9.6K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.00% | $372,273 | 7.8K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.00% | $255,044 | 5.3K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $3M | 68.1K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $1M | 27.3K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.00% | $302,139 | 6.3K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $2M | 49.9K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.00% | $600,255 | 12.5K | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $293,373 | 6.1K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $454,574 | 9.5K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $290,718 | 6.1K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $124,073 | 2.6K | Q3 2025OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $342,045 | 7.1K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $6M | 131.1K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $55,047 | 1.1K | Q2 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $6M | 127.5K | Q1 2026OLDER |
| Clark Capital Management Group, Inc.$16.2B AUM | 0.00% | $213,969 | 4.5K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $574,076 | 11.9K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $1M | 21.3K | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.00% | $4,695 | 98 | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $3M | 61.8K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $247,910 | 5.2K | Q2 2026 |
| Spire Wealth Management$3.3B AUM | 0.00% | $23,108 | 450 | Q2 2026 |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.00% | $6,898 | 144 | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $229,227 | 4.8K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $14,046 | 300 | Q3 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $69,463 | 1.4K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $76,649 | 1.6K | Q1 2026OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $399,387 | 8.3K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $6,799 | 144 | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $231,958 | 4.8K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $17,629 | 368 | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $28,647 | 598 | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $353,494 | 7.4K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $260,000 | 5.4K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $281,111 | 5.8K | Q4 2025OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $261,478 | 5.4K | Q4 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $221,459 | 4.7K | Q3 2025OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $80,098 | 1.7K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $276,922 | 5.9K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $19,103 | 404 | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $40,031 | 855 | Q3 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $49 | 1 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.