FIRST TR EXCHNG TRADED FD VI
CUSIP 33740U497
First Tr Exchng Traded Fd Vi has 38 institutional holders in Filings Flow’s 13F database, together reporting 1.11M shares worth $36M as of Q1 2026. The largest reported holders are Precedent Wealth Partners, LLC, Maia Wealth LLC, and Capasso Planning Partners LLC.
Institutional Holders
38
Q1 2026
Reported Value
$36M
Ticker
unmapped
private placement or foreign
Quarters Tracked
3
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| PRECEDENT WEALTH PARTNERS, LLC$500M AUM | 3.54% | $18M | 541.6K | Q1 2026OLDER |
| Capasso Planning Partners LLC$185M AUM | 1.31% | $2M | 74.4K | Q1 2026OLDER |
| Defined Financial Planning LLC$121M AUM | 0.79% | $956,652 | 29.6K | Q3 2025OLDER |
| Maia Wealth LLC$591M AUM | 0.45% | $3M | 83.0K | Q3 2025OLDER |
| Madrona Financial Services, LLC$457M AUM | 0.19% | $854,530 | 26.2K | Q1 2026OLDER |
| Legacy Capital Wealth Partners, LLC$485M AUM | 0.09% | $431,544 | 13.2K | Q1 2026OLDER |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.06% | $87,387 | 2.7K | Q1 2026OLDER |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.06% | $785,665 | 24.1K | Q1 2026OLDER |
| HBW ADVISORY SERVICES LLC$949M AUM | 0.06% | $554,997 | 17.0K | Q1 2026OLDER |
| MILESTONE ASSET MANAGEMENT, LLC$543M AUM | 0.06% | $316,945 | 9.7K | Q1 2026OLDER |
| Commonwealth Financial Services, LLC$632M AUM | 0.05% | $293,685 | 9.0K | Q1 2026OLDER |
| Buck Wealth Strategies, LLC$810M AUM | 0.04% | $339,747 | 10.4K | Q1 2026OLDER |
| Security Financial Services, INC.$632M AUM | 0.03% | $212,048 | 6.5K | Q1 2026OLDER |
| LVZ, Inc.$984M AUM | 0.03% | $289,036 | 8.6K | Q2 2026 |
| Atria Investments, Inc$8.9B AUM | 0.01% | $973,964 | 29.8K | Q1 2026OLDER |
| Americana Partners, LLC$3.9B AUM | 0.01% | $373,167 | 11.4K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.01% | $537,258 | 16.4K | Q1 2026OLDER |
| Gallagher Fiduciary Advisors, LLC$2.6B AUM | 0.01% | $203,685 | 6.2K | Q1 2026OLDER |
| Noble Wealth Management PBC$223M AUM | 0.01% | $16,857 | 500 | Q2 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.01% | $2M | 60.3K | Q1 2026OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.01% | $397,112 | 12.2K | Q1 2026OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.00% | $65,173 | 2.0K | Q1 2026OLDER |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.00% | $491,098 | 15.0K | Q1 2026OLDER |
| Integrity Financial Corp /WA$201M AUM | 0.00% | $6,926 | 212 | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $491,163 | 15.0K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $2M | 58.0K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $973,964 | 29.8K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $222,142 | 6.8K | Q2 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $235,471 | 7.2K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $99,605 | 3.0K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $356,539 | 10.9K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $223,743 | 6.8K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $1M | 34.0K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $409,265 | 12.5K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $51,713 | 1.6K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $442,292 | 13.5K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $302,473 | 9.3K | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $141,223 | 4.5K | Q4 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $4,639 | 142 | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $1,347 | 41 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.