SEC 13F Intelligence

FIRST TR EXCHNG TRADED FD VI

CUSIP 33740U109

First Tr Exchng Traded Fd Vi has 36 institutional holders in Filings Flow’s 13F database, together reporting 2.78M shares worth $52M as of Q1 2026. The largest reported holders are Gds Wealth Management, Guided Capital Wealth Management, LLC, and Newedge Advisors, LLC.

Institutional Holders
36
Q1 2026
Reported Value
$52M
Ticker
unmapped
private placement or foreign
Quarters Tracked
6

Ownership Trend

Institutional holders
Q2 ’21: 46Q2 ’21Q4 ’21: 61Q4 ’21Q4 ’22: 61Q4 ’22Q4 ’25: 34Q4 ’25Q1 ’26: 36Q1 ’26Q2 ’26: 2Q2 ’26filingsflow.com
Total reported value
Q2 ’21: $1.2BQ2 ’21Q4 ’21: $1.4BQ4 ’21Q4 ’22: $81MQ4 ’22Q4 ’25: $58MQ4 ’25Q1 ’26: $52MQ1 ’26Q2 ’26: $7MQ2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Guided Capital Wealth Management, LLC$152M AUM5.95%$9M422.6KQ1 2026OLDER
Milestones Private Investment Advisors LLC$114M AUM1.83%$2M97.5KQ1 2026OLDER
GDS Wealth Management$1.7B AUM1.41%$23M1.10MQ1 2026OLDER
Blackhawk Capital Partners, LLC$273M AUM1.19%$3M143.6KQ3 2025OLDER
Strategic Financial Partners, Ltd.$232M AUM0.73%$2M79.7KQ1 2026OLDER
RIK SAYLOR FINANCIAL, INC.$132M AUM0.41%$541,35325.4KQ1 2026OLDER
ALTFEST L J & CO INC$935M AUM0.18%$2M77.1KQ1 2026OLDER
TCFG WEALTH MANAGEMENT, LLC$267M AUM0.15%$390,38218.3KQ1 2026OLDER
TCFG Investment Advisors, LLC$267M AUM0.15%$390,38218.3KQ1 2026OLDER
Running Point Capital Advisors, LLC$367M AUM0.10%$366,96617.2KQ3 2025OLDER
Darwin Wealth Management, LLC$321M AUM0.05%$145,1726.8KQ1 2026OLDER
INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM0.04%$569,51126.7KQ1 2026OLDER
Belpointe Asset Management LLC$2.7B AUM0.03%$795,04637.3KQ1 2026OLDER
GeoWealth Management, LLC$2.8B AUM0.03%$780,49536.1KQ4 2025OLDER
Signal Advisors Wealth, LLC$1.5B AUM0.03%$378,92317.8KQ1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.02%$6M297.7KQ2 2026
Ashton Thomas Private Wealth, LLC$4.2B AUM0.02%$861,58340.4KQ1 2026OLDER
Modern Wealth Management, LLC$5.8B AUM0.00%$222,00510.3KQ4 2025OLDER
Equitable Holdings, Inc.$15.5B AUM0.00%$477,44622.1KQ1 2026OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$10,942513Q1 2026OLDER
Ameritas Advisory Services, LLC$2.6B AUM0.00%$34,5931.6KQ3 2025OLDER
Nova Wealth Management, Inc.$154M AUM0.00%$3,200150Q1 2026OLDER
Wagner Wealth Management, LLC$495M AUM0.00%$10,063472Q1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$33,3261.6KQ1 2026OLDER
Geneos Wealth Management Inc.$4.3B AUM0.00%$63,9903.0KQ1 2026OLDER
Ascentis Wealth Management, LLC$508M AUM0.00%$6,526306Q1 2026OLDER
Davis Capital Management$148M AUM0.00%$1,42967Q1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$3M136.2KQ1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$145,8876.8KQ4 2025OLDER
LPL Financial LLC$376.6B AUM0.00%$2M87.8KQ1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$26,5131.2KQ1 2026OLDER
CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM0.00%$5,205244Q1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$2M98.3KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$1M56.3KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$818,30438.4KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$608,09728.5KQ1 2026OLDER
Merkkuri Wealth Advisors LLC$151M AUM0.00%$623Q1 2026OLDER
Aptus Capital Advisors, LLC$12.7B AUM0.00%$1,45468Q3 2025OLDER
UBS Group AG$666.3B AUM0.00%$47,6942.2KQ1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$3,746176Q1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$17,453808Q1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$151Q3 2025OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.