SEC 13F Intelligence

FIRST TR EXCHNG TRADED FD VI

CUSIP 33740U687

First Tr Exchng Traded Fd Vi has 6 institutional holders in Filings Flow’s 13F database, together reporting 4.31M shares worth $163M as of Q1 2026. The largest reported holders are Raymond James Financial Inc, Commonwealth Equity Services, LLC, and Cetera Investment Advisers.

Institutional Holders
6
Q1 2026
Reported Value
$3M
Ticker
unmapped
private placement or foreign
Quarters Tracked
3

Ownership Trend

Institutional holders
Q4 ’25: 102Q4 ’25Q1 ’26: 105Q1 ’26Q2 ’26: 6Q2 ’26filingsflow.com
Total reported value
Q4 ’25: $174MQ4 ’25Q1 ’26: $163MQ1 ’26Q2 ’26: $3MQ2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Schulz Wealth, LTD.$156M AUM2.49%$4M97.7KQ4 2025OLDER
Pinnacle Wealth Management Group, Inc.$204M AUM1.80%$4M94.3KQ1 2026OLDER
Comprehensive Financial Consultants Institutional, Inc.$337M AUM1.08%$4M93.4KQ1 2026OLDER
MILESTONE ASSET MANAGEMENT, LLC$543M AUM1.00%$5M139.7KQ1 2026OLDER
FSB PREMIER WEALTH MANAGEMENT, INC.$319M AUM0.68%$2M55.8KQ1 2026OLDER
SECURED RETIREMENT ADVISORS, LLC$177M AUM0.60%$1M27.2KQ1 2026OLDER
Tanglewood Legacy Advisors, LLC$276M AUM0.54%$1M38.4KQ1 2026OLDER
GRIES FINANCIAL LLC$633M AUM0.54%$3M89.6KQ3 2025OLDER
UPTICK PARTNERS, LLC$502M AUM0.39%$2M50.5KQ1 2026OLDER
CITY HOLDING CO$800M AUM0.34%$3M70.4KQ1 2026OLDER
Anfield Capital Management, LLC$363M AUM0.34%$1M31.5KQ1 2026OLDER
Per Stirling Capital Management, LLC.$905M AUM0.31%$3M73.2KQ1 2026OLDER
Mission Financial Group, LLC$108M AUM0.30%$323,1898.3KQ1 2026OLDER
AssuredPartners Investment Advisors, LLC$919M AUM0.23%$2M53.7KQ1 2026OLDER
REAP Financial Group, LLC$507M AUM0.23%$1M29.6KQ1 2026OLDER
BFI Wealth Solutions, LLC$104M AUM0.21%$223,5545.7KQ1 2026OLDER
Grantvest Financial Group LLC$154M AUM0.16%$250,7226.4KQ1 2026OLDER
Chris Bulman Inc$228M AUM0.13%$302,7047.8KQ1 2026OLDER
Ignite Planners, LLC$648M AUM0.13%$831,63821.4KQ1 2026OLDER
Cornerstone Wealth, LLC/TN$178M AUM0.12%$216,2145.3KQ1 2026OLDER
FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM0.10%$2M42.3KQ1 2026OLDER
Americana Partners, LLC$3.9B AUM0.09%$4M92.9KQ1 2026OLDER
Diligent Investors, LLC$404M AUM0.08%$337,9828.7KQ1 2026OLDER
Arax Advisory Partners$3.5B AUM0.08%$3M70.7KQ1 2026OLDER
EVOLUTION WEALTH MANAGEMENT INC.$137M AUM0.07%$101,7842.6KQ1 2026OLDER
E&G Advisors, LP$449M AUM0.07%$297,2537.6KQ1 2026OLDER
Sequent Planning LLC$414M AUM0.07%$271,9047.0KQ1 2026OLDER
DHJJ Financial Advisors, Ltd.$302M AUM0.06%$170,4714.4KQ1 2026OLDER
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM0.05%$425,39010.2KQ2 2026
Keystone Wealth Services, LLC$468M AUM0.04%$205,3595.3KQ1 2026OLDER
American Financial Advisors, LLC$750M AUM0.04%$329,0948.5KQ1 2026OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.04%$253,4476.5KQ1 2026OLDER
Stratos Wealth Advisors, LLC$1.6B AUM0.04%$653,10716.8KQ1 2026OLDER
Sigma Planning Corp$3.6B AUM0.04%$1M37.0KQ1 2026OLDER
Noble Wealth Management PBC$223M AUM0.04%$85,3042.0KQ2 2026
Kestra Advisory Services, LLC$26.4B AUM0.04%$10M249.6KQ1 2026OLDER
Sunbelt Securities, Inc.$1.6B AUM0.03%$505,45413.0KQ1 2026OLDER
IMG Wealth Management, Inc.$157M AUM0.03%$45,0511.2KQ1 2026OLDER
Concurrent Investment Advisors, LLC$9.2B AUM0.03%$2M62.6KQ1 2026OLDER
NorthCrest Asset Manangement, LLC$3.2B AUM0.03%$846,42721.6KQ1 2026OLDER
LVZ, Inc.$984M AUM0.02%$221,5145.3KQ2 2026
INTEGRITY ALLIANCE, LLC.$2.6B AUM0.02%$571,14314.7KQ1 2026OLDER
Rehmann Capital Advisory Group$1.9B AUM0.02%$393,62410.1KQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.02%$15M375.5KQ1 2026OLDER
Gallagher Fiduciary Advisors, LLC$2.6B AUM0.02%$497,57712.8KQ1 2026OLDER
Ritter Daniher Financial Advisory LLC / DE$589M AUM0.02%$113,3882.9KQ1 2026OLDER
INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM0.02%$257,0686.5KQ4 2025OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.02%$11M285.6KQ1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.02%$154,7794.0KQ1 2026OLDER
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM0.02%$224,5015.7KQ1 2026OLDER
FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM0.01%$1M30.7KQ1 2026OLDER
First Heartland Consultants, Inc.$1.5B AUM0.01%$221,8065.3KQ2 2026
Cetera Investment Advisers$94.0B AUM0.01%$13M340.2KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.01%$39M1.01MQ1 2026OLDER
KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM0.01%$960,28924.7KQ1 2026OLDER
CoreCap Advisors, LLC$3.4B AUM0.01%$392,2889.4KQ2 2026
Avidian Wealth Enterprises, LLC$3.2B AUM0.01%$343,7848.8KQ1 2026OLDER
Integrity Financial Corp /WA$201M AUM0.01%$21,533553Q1 2026OLDER
Signature Equity Partners, LLC$186M AUM0.01%$19,469500Q1 2026OLDER
CreativeOne Wealth, LLC$4.3B AUM0.01%$381,3989.8KQ1 2026OLDER
Mutual Advisors, LLC$4.7B AUM0.01%$412,04210.6KQ1 2026OLDER
Murphy & Mullick Capital Management Corp$135M AUM0.01%$11,681300Q1 2026OLDER
OLD MISSION CAPITAL LLC$6.3B AUM0.01%$544,35314.0KQ1 2026OLDER
MGO ONE SEVEN LLC$5.0B AUM0.01%$372,8709.6KQ1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.01%$430,07011.0KQ1 2026OLDER
LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM0.01%$201,3095.2KQ1 2026OLDER
Frazier Financial Advisors, LLC$181M AUM0.01%$11,682300Q1 2026OLDER
Advisory Alpha, LLC$3.7B AUM0.01%$234,4076.0KQ1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.01%$1M28.4KQ1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.01%$1M37.7KQ2 2026
Brookstone Capital Management$8.7B AUM0.00%$417,99910.7KQ1 2026OLDER
Topsail Wealth Management, LLC$678M AUM0.00%$31,150800Q1 2026OLDER
Arkadios Wealth Advisors$6.1B AUM0.00%$251,1506.5KQ1 2026OLDER
NBC SECURITIES, INC.$1.3B AUM0.00%$52,0211.3KQ1 2026OLDER
Kestra Investment Management, LLC$5.8B AUM0.00%$215,6395.5KQ1 2026OLDER
Geneos Wealth Management Inc.$4.3B AUM0.00%$160,1594.1KQ1 2026OLDER
Archer Investment Corp$469M AUM0.00%$17,288444Q1 2026OLDER
Ameritas Advisory Services, LLC$2.6B AUM0.00%$54,4861.4KQ3 2025OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$1M27.8KQ1 2026OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.00%$282,2627.2KQ1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$73,9821.9KQ1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$129,0903.3KQ4 2025OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.00%$2M43.6KQ1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$383,0739.8KQ1 2026OLDER
CWM, LLC$38.1B AUM0.00%$550,58314.1KQ1 2026OLDER
Private Advisor Group, LLC$21.3B AUM0.00%$303,7167.8KQ1 2026OLDER
Sanctuary Advisors, LLC$18.5B AUM0.00%$252,5916.5KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$5M127.6KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$4M115.3KQ1 2026OLDER
CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM0.00%$18,379472Q1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$32,798862Q3 2025OLDER
AE Wealth Management LLC$18.5B AUM0.00%$67,5961.7KQ1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$172,91426.0KQ1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$306,3708.1KQ3 2025OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$202,3225.2KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$240,4426.2KQ1 2026OLDER
IMC-Chicago, LLC$278.4B AUM0.00%$695,00118.3KQ3 2025OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$117,9823.0KQ1 2026OLDER
Capital Investment Advisory Services, LLC$1.4B AUM0.00%$2,78070Q4 2025OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$638,85616.1KQ4 2025OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$11,711299Q1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$55,6031.4KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$881,67322.6KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$439,06511.3KQ1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$1,39335Q4 2025OLDER
Allworth Financial LP$24.7B AUM0.00%$10,124260Q1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$196,0005.0KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$207,2675.3KQ1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$97,3062.5KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$190,2635.0KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$51,0801.3KQ1 2026OLDER

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