FIRST TR EXCHNG TRADED FD VI
CUSIP 33740U307
First Tr Exchng Traded Fd Vi has 151 institutional holders in Filings Flow’s 13F database, together reporting 6.05M shares worth $291M as of Q1 2026. The largest reported holders are Wealthcare Advisory Partners LLC, Envestnet Asset Management Inc, and Cwm, LLC.
Institutional Holders
151
Q1 2026
Reported Value
$291M
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 |
|---|---|---|---|---|
| Schulz Wealth, LTD.$156M AUM | 3.37% | $5M | 102.1K | Q4 2025OLDER |
| BAM Wealth Management, LLC$134M AUM | 3.21% | $4M | 85.4K | Q1 2026OLDER |
| 1776 Wealth LLC$254M AUM | 1.45% | $4M | 73.4K | Q1 2026OLDER |
| REAP Financial Group, LLC$507M AUM | 1.37% | $7M | 138.0K | Q1 2026OLDER |
| Integrity Financial Corp /WA$201M AUM | 1.08% | $2M | 43.0K | Q1 2026OLDER |
| Keystone Wealth Services, LLC$468M AUM | 1.01% | $5M | 94.3K | Q1 2026OLDER |
| FWG Investments, LLC.$157M AUM | 0.92% | $1M | 28.9K | Q1 2026OLDER |
| LEGACY SOLUTIONS, LLC$124M AUM | 0.92% | $1M | 20.7K | Q2 2026 |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.77% | $41M | 741.9K | Q2 2026 |
| American Alpha Advisors, LLC$188M AUM | 0.60% | $1M | 22.5K | Q1 2026OLDER |
| WEALTHGARDEN F.S. LLC$147M AUM | 0.55% | $813,157 | 16.2K | Q1 2026OLDER |
| VestGen Investment Management$181M AUM | 0.49% | $889,482 | 17.7K | Q1 2026OLDER |
| ERn Financial, LLC$532M AUM | 0.41% | $2M | 43.0K | Q1 2026OLDER |
| FSB PREMIER WEALTH MANAGEMENT, INC.$319M AUM | 0.34% | $1M | 21.7K | Q1 2026OLDER |
| ARBOR CAPITAL MANAGEMENT INC /ADV$123M AUM | 0.32% | $387,272 | 7.5K | Q1 2026OLDER |
| Accel Wealth Management$383M AUM | 0.30% | $1M | 23.2K | Q1 2026OLDER |
| Strategic Blueprint, LLC$1.7B AUM | 0.30% | $5M | 103.8K | Q1 2026OLDER |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.29% | $885,154 | 17.6K | Q1 2026OLDER |
| BECK CAPITAL MANAGEMENT, LLC$437M AUM | 0.28% | $1M | 24.5K | Q1 2026OLDER |
| ACT Advisors, LLC.$235M AUM | 0.27% | $627,514 | 12.5K | Q1 2026OLDER |
| Pacific Excel Wealth Advisors, Inc.$258M AUM | 0.27% | $252,153 | 5.0K | Q1 2026OLDER |
| Chris Bulman Inc$228M AUM | 0.26% | $583,073 | 11.6K | Q1 2026OLDER |
| Catalina Capital Group, LLC$168M AUM | 0.23% | $390,863 | 7.8K | Q1 2026OLDER |
| TFB Advisors LLC$191M AUM | 0.22% | $417,588 | 8.3K | Q1 2026OLDER |
| Sloy Dahl & Holst, LLC$728M AUM | 0.21% | $2M | 30.5K | Q1 2026OLDER |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$696M AUM | 0.20% | $1M | 27.9K | Q1 2026OLDER |
| SWMG, LLC$350M AUM | 0.20% | $685,545 | 13.6K | Q1 2026OLDER |
| TopTier Wealth Management, LLC$163M AUM | 0.18% | $289,649 | 5.8K | Q1 2026OLDER |
| Fragasso Financial Advisors Inc$1.9B AUM | 0.18% | $3M | 60.5K | Q2 2026 |
| WORLD EQUITY GROUP, INC.$447M AUM | 0.15% | $564,453 | 11.2K | Q1 2026OLDER |
| Share Andrew L.$214M AUM | 0.14% | $301,980 | 6.0K | Q1 2026OLDER |
| Allie Family Office LLC$228M AUM | 0.13% | $299,464 | 6.0K | Q1 2026OLDER |
| Signal Advisors Wealth, LLC$1.5B AUM | 0.13% | $2M | 37.7K | Q1 2026OLDER |
| Harvest Investment Services, LLC$547M AUM | 0.12% | $661,185 | 13.1K | Q1 2026OLDER |
| Octavia Wealth Advisors, LLC$1.0B AUM | 0.12% | $1M | 24.5K | Q1 2026OLDER |
| Noble Wealth Management PBC$223M AUM | 0.11% | $248,686 | 4.5K | Q2 2026 |
| Ignite Planners, LLC$648M AUM | 0.09% | $604,815 | 12.0K | Q1 2026OLDER |
| Core Wealth Partners LLC$235M AUM | 0.09% | $201,250 | 4.0K | Q3 2025OLDER |
| BEACON FINANCIAL GROUP$1.0B AUM | 0.09% | $878,997 | 17.5K | Q1 2026OLDER |
| Navis Wealth Advisors, LLC$196M AUM | 0.09% | $204,178 | 4.0K | Q4 2025OLDER |
| TCFG WEALTH MANAGEMENT, LLC$267M AUM | 0.09% | $216,716 | 4.3K | Q3 2025OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.08% | $525,244 | 10.4K | Q1 2026OLDER |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.08% | $1M | 28.8K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.08% | $7M | 145.8K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.08% | $3M | 67.3K | Q1 2026OLDER |
| FORTRESS PRIVATE LEDGER, LLC$320M AUM | 0.08% | $251,398 | 5.0K | Q1 2026OLDER |
| McKinley Carter Wealth Services, Inc.$1.7B AUM | 0.08% | $1M | 26.4K | Q1 2026OLDER |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.07% | $965,279 | 19.2K | Q1 2026OLDER |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.07% | $949,475 | 18.9K | Q1 2026OLDER |
| BROWN WEALTH MANAGEMENT, LLC$389M AUM | 0.07% | $256,683 | 5.1K | Q1 2026OLDER |
| Summit Wealth Partners, LLC$632M AUM | 0.06% | $368,114 | 7.3K | Q1 2026OLDER |
| SOA Wealth Advisors, LLC.$530M AUM | 0.06% | $304,972 | 6.0K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.06% | $4M | 73.1K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.06% | $3M | 69.4K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.06% | $21M | 425.1K | Q1 2026OLDER |
| Sequent Planning LLC$414M AUM | 0.05% | $223,566 | 4.4K | Q1 2026OLDER |
| Tanglewood Legacy Advisors, LLC$276M AUM | 0.05% | $147,417 | 2.9K | Q1 2026OLDER |
| Archer Investment Corp$469M AUM | 0.05% | $248,983 | 4.9K | Q1 2026OLDER |
| NOVEM GROUP$873M AUM | 0.05% | $459,261 | 9.1K | Q1 2026OLDER |
| Gerber Kawasaki Wealth & Investment Management$3.1B AUM | 0.05% | $2M | 32.3K | Q1 2026OLDER |
| Main Street Financial Solutions, LLC$1.3B AUM | 0.05% | $683,995 | 13.3K | Q4 2025OLDER |
| KINTRA WEALTH, LLC$1.4B AUM | 0.05% | $688,363 | 13.7K | Q1 2026OLDER |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM | 0.04% | $746,073 | 14.5K | Q4 2025OLDER |
| BRASS TAX WEALTH MANAGEMENT, INC$602M AUM | 0.04% | $235,769 | 4.7K | Q3 2025OLDER |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.04% | $787,916 | 15.7K | Q1 2026OLDER |
| REICON WEALTH ADVISORS, LLC$132M AUM | 0.04% | $48,820 | 970 | Q1 2026OLDER |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.04% | $951,237 | 18.9K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.03% | $514,423 | 10.2K | Q1 2026OLDER |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV$730M AUM | 0.03% | $208,326 | 4.1K | Q3 2025OLDER |
| Gallagher Fiduciary Advisors, LLC$2.6B AUM | 0.03% | $820,287 | 16.3K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.03% | $8M | 162.4K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.03% | $14M | 280.0K | Q1 2026OLDER |
| Faithward Advisors, LLC$701M AUM | 0.03% | $200,716 | 4.0K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.03% | $966,874 | 17.6K | Q2 2026 |
| VestGen Advisors, LLC$3.8B AUM | 0.03% | $1M | 18.9K | Q1 2026OLDER |
| Darwin Wealth Management, LLC$321M AUM | 0.03% | $86,466 | 1.7K | Q1 2026OLDER |
| INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM | 0.03% | $377,173 | 7.5K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.02% | $1M | 22.0K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.02% | $14M | 278.9K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.02% | $19M | 368.1K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.02% | $259,199 | 5.2K | Q1 2026OLDER |
| Bleakley Financial Group, LLC$6.4B AUM | 0.02% | $1M | 24.7K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.02% | $494,845 | 9.8K | Q1 2026OLDER |
| MBL Wealth, LLC$1.3B AUM | 0.02% | $247,926 | 4.9K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.02% | $5M | 102.4K | Q2 2026 |
| Triad Wealth Partners, LLC$1.3B AUM | 0.02% | $219,489 | 4.4K | Q1 2026OLDER |
| PFS Partners, LLC$218M AUM | 0.02% | $33,973 | 675 | Q1 2026OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.01% | $777,900 | 15.5K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $10M | 203.1K | Q1 2026OLDER |
| Diversify Advisory Services, LLC$655M AUM | 0.01% | $431,103 | 8.3K | Q4 2025OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.01% | $345,773 | 6.9K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.01% | $581,010 | 11.5K | Q1 2026OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.01% | $459,161 | 9.1K | Q1 2026OLDER |
| Csenge Advisory Group$2.2B AUM | 0.01% | $264,477 | 5.3K | Q1 2026OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.01% | $326,591 | 6.5K | Q1 2026OLDER |
| Prosperity Consulting Group, LLC$2.2B AUM | 0.01% | $243,597 | 4.8K | Q1 2026OLDER |
| WINNOW WEALTH LLC$130M AUM | 0.01% | $14,404 | 277 | Q4 2025OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.01% | $3M | 67.7K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.01% | $2M | 36.7K | Q1 2026OLDER |
| Glen Eagle Advisors, LLC$714M AUM | 0.01% | $65,429 | 1.3K | Q1 2026OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.01% | $703,664 | 14.0K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.01% | $795,841 | 15.8K | Q1 2026OLDER |
| Topsail Wealth Management, LLC$678M AUM | 0.01% | $57,527 | 1.1K | Q1 2026OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.01% | $519,606 | 10.3K | Q1 2026OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.01% | $441,382 | 8.3K | Q1 2026OLDER |
| Brookstone Capital Management$8.7B AUM | 0.01% | $669,490 | 13.3K | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.01% | $206,240 | 4.0K | Q4 2025OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.01% | $25M | 488.0K | Q1 2026OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.01% | $231,870 | 4.6K | Q1 2026OLDER |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 0.01% | $293,424 | 5.8K | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.01% | $214,541 | 4.2K | Q4 2025OLDER |
| ALBION FINANCIAL GROUP /UT$1.5B AUM | 0.01% | $80,528 | 1.6K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.01% | $695,259 | 13.8K | Q1 2026OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.01% | $297,450 | 5.8K | Q4 2025OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.01% | $414,719 | 8.2K | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.01% | $313,053 | 6.2K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $812,175 | 16.1K | Q1 2026OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.00% | $337,312 | 6.7K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $784,394 | 15.6K | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.00% | $667,837 | 13.3K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.00% | $233,231 | 4.6K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $169,713 | 3.4K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $12M | 240.6K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $2M | 34.4K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $10M | 196.1K | Q1 2026OLDER |
| CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM | 0.00% | $203,233 | 4.0K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $150,990 | 3.0K | Q2 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $368,365 | 7.3K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $1M | 26.0K | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.00% | $234,789 | 4.7K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $164,469 | 3.3K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $1M | 25.5K | Q1 2026OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.00% | $244,101 | 4.8K | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $15,099 | 300 | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $412,429 | 8.2K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $48,013 | 950 | Q3 2025OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.00% | $25,165 | 500 | Q1 2026OLDER |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.00% | $805 | 16 | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $3M | 59.1K | Q3 2025OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $423,026 | 8.4K | Q1 2026OLDER |
| N.E.W. Advisory Services LLC$1.3B AUM | 0.00% | $4,530 | 90 | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $281,848 | 5.6K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $514,876 | 10.2K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $477,732 | 9.5K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $1M | 24.1K | Q1 2026OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $289,749 | 5.8K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $1M | 24.6K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $485,986 | 9.7K | Q1 2026OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.00% | $906 | 18 | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $12,985 | 258 | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $7,076 | 140 | Q3 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $74,070 | 1.5K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $236,970 | 4.6K | Q4 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $430,526 | 8.3K | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $81,333 | 1.6K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $443 | 9 | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $36,389 | 723 | Q2 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $40,455 | 821 | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $14,707 | 291 | Q3 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.