SEC 13F Intelligence

FIRST TR EXCHNG TRADED FD VI

CUSIP 33740U711

First Tr Exchng Traded Fd Vi has 6 institutional holders in Filings Flow’s 13F database, together reporting 7.02M shares worth $259M as of Q1 2026. The largest reported holders are Ae Wealth Management LLC, Raymond James Financial Inc, and Commonwealth Equity Services, LLC.

Institutional Holders
6
Q1 2026
Reported Value
$1M
Ticker
unmapped
private placement or foreign
Quarters Tracked
3

Ownership Trend

Institutional holders
Q4 ’25: 124Q4 ’25Q1 ’26: 119Q1 ’26Q2 ’26: 6Q2 ’26filingsflow.com
Total reported value
Q4 ’25: $288MQ4 ’25Q1 ’26: $259MQ1 ’26Q2 ’26: $1MQ2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
BAM Wealth Management, LLC$134M AUM3.32%$4M112.7KQ3 2025OLDER
Schulz Wealth, LTD.$156M AUM2.40%$4M96.8KQ4 2025OLDER
Networth Advisors, LLC$141M AUM1.93%$3M71.6KQ1 2026OLDER
First International Bank of Israel Ltd.$340M AUM1.62%$6M144.5KQ1 2026OLDER
KRAEMATON INVESTMENT ADVISORS, INC$123M AUM1.54%$2M49.6KQ1 2026OLDER
FSA Advisors, Inc.$152M AUM1.29%$2M51.2KQ1 2026OLDER
Outlook Wealth Advisors, LLC$413M AUM1.25%$5M135.3KQ1 2026OLDER
Avantra Family Wealth, Inc.$134M AUM0.83%$1M29.7KQ4 2025OLDER
FWG Investments, LLC.$157M AUM0.67%$1M27.7KQ1 2026OLDER
Blackston Financial Advisory Group, LLC$160M AUM0.65%$1M27.0KQ1 2026OLDER
SMART Wealth LLC$341M AUM0.59%$2M52.8KQ1 2026OLDER
NEW WAVE WEALTH ADVISORS LLC$288M AUM0.58%$2M44.2KQ1 2026OLDER
Quest 10 Wealth Builders, Inc.$114M AUM0.45%$511,16913.4KQ1 2026OLDER
HBW ADVISORY SERVICES LLC$949M AUM0.41%$4M102.2KQ1 2026OLDER
VestGen Investment Management$181M AUM0.41%$675,57717.7KQ3 2025OLDER
ORG Partners LLC$568M AUM0.40%$2M58.3KQ4 2025OLDER
Archer Investment Corp$469M AUM0.39%$2M48.0KQ1 2026OLDER
AE Wealth Management LLC$18.5B AUM0.33%$61M1.60MQ1 2026OLDER
American Alpha Advisors, LLC$188M AUM0.32%$602,71015.8KQ1 2026OLDER
BFI Wealth Solutions, LLC$104M AUM0.27%$283,2297.4KQ1 2026OLDER
Grantvest Financial Group LLC$154M AUM0.27%$418,25711.0KQ1 2026OLDER
CITY HOLDING CO$800M AUM0.26%$2M54.3KQ1 2026OLDER
HOWARD BAILEY SECURITIES, LLC$243M AUM0.22%$537,80814.1KQ1 2026OLDER
EVOLUTION WEALTH MANAGEMENT INC.$137M AUM0.22%$215,1905.7KQ4 2025OLDER
LEGACY SOLUTIONS, LLC$124M AUM0.21%$264,1926.5KQ2 2026
Stratos Wealth Advisors, LLC$1.6B AUM0.21%$4M110.6KQ4 2025OLDER
UPTICK PARTNERS, LLC$502M AUM0.18%$913,57324.0KQ1 2026OLDER
Integrity Financial Corp /WA$201M AUM0.16%$325,9558.6KQ1 2026OLDER
Tanglewood Legacy Advisors, LLC$276M AUM0.16%$433,42511.4KQ1 2026OLDER
Kinloch Capital, LLC$245M AUM0.16%$384,37710.1KQ1 2026OLDER
LifeWealth Investments, LLC$335M AUM0.15%$505,41513.3KQ1 2026OLDER
Sunbelt Securities, Inc.$1.6B AUM0.15%$2M62.5KQ1 2026OLDER
Elevated Capital Advisors, LLC$397M AUM0.15%$577,51915.2KQ1 2026OLDER
Diligent Investors, LLC$404M AUM0.14%$579,27215.2KQ1 2026OLDER
Noble Wealth Management PBC$223M AUM0.14%$308,6347.5KQ2 2026
DHJJ Financial Advisors, Ltd.$302M AUM0.13%$404,91910.6KQ1 2026OLDER
Keystone Wealth Services, LLC$468M AUM0.13%$626,87116.4KQ1 2026OLDER
WORLD EQUITY GROUP, INC.$447M AUM0.12%$537,04114.1KQ3 2025OLDER
REAP Financial Group, LLC$507M AUM0.11%$578,96715.2KQ1 2026OLDER
FSB PREMIER WEALTH MANAGEMENT, INC.$319M AUM0.10%$333,1208.7KQ1 2026OLDER
REICON WEALTH ADVISORS, LLC$132M AUM0.10%$134,1093.5KQ1 2026OLDER
FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM0.10%$2M45.9KQ1 2026OLDER
BRASS TAX WEALTH MANAGEMENT, INC$602M AUM0.10%$607,75716.0KQ3 2025OLDER
Americana Partners, LLC$3.9B AUM0.09%$3M89.4KQ1 2026OLDER
B.O.S.S. Retirement Advisors, LLC$328M AUM0.08%$242,9006.3KQ4 2025OLDER
Lifestyle Asset Management, Inc.$306M AUM0.08%$230,5666.0KQ1 2026OLDER
Atria Investments, Inc$8.9B AUM0.07%$6M150.8KQ3 2025OLDER
MAI Capital Management$17.7B AUM0.06%$11M295.8KQ1 2026OLDER
BCGM Wealth Management, LLC$398M AUM0.06%$252,0986.6KQ1 2026OLDER
NWF Advisory Services Inc.$886M AUM0.06%$548,78514.4KQ1 2026OLDER
Kovack Advisors, Inc.$1.9B AUM0.06%$1M30.4KQ1 2026OLDER
GRIES FINANCIAL LLC$633M AUM0.06%$368,3489.7KQ3 2025OLDER
Lloyd Advisory Services, LLC.$349M AUM0.05%$167,8364.4KQ1 2026OLDER
Kingdom Financial Group LLC.$349M AUM0.05%$167,8364.4KQ1 2026OLDER
Csenge Advisory Group$2.2B AUM0.04%$960,33425.2KQ1 2026OLDER
Legacy Capital Wealth Partners, LLC$485M AUM0.04%$202,9985.2KQ4 2025OLDER
Kestra Advisory Services, LLC$26.4B AUM0.04%$11M293.8KQ1 2026OLDER
Key Capital Management, INC$151M AUM0.04%$60,9001.6KQ1 2026OLDER
Strategic Blueprint, LLC$1.7B AUM0.04%$665,51417.2KQ4 2025OLDER
Ignite Planners, LLC$648M AUM0.04%$245,8856.5KQ1 2026OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.04%$233,8056.1KQ1 2026OLDER
Synergy Asset Management, LLC$942M AUM0.03%$325,1938.5KQ1 2026OLDER
Advyzon Investment Management, LLC$1.1B AUM0.03%$345,1289.1KQ1 2026OLDER
NBC SECURITIES, INC.$1.3B AUM0.03%$404,23210.6KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.03%$2M53.7KQ4 2025OLDER
NorthCrest Asset Manangement, LLC$3.2B AUM0.03%$884,27923.1KQ1 2026OLDER
Clear Creek Financial Management, LLC$1.3B AUM0.03%$344,1339.0KQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.02%$18M460.7KQ1 2026OLDER
CreativeOne Wealth, LLC$4.3B AUM0.02%$957,78125.1KQ1 2026OLDER
Signal Advisors Wealth, LLC$1.5B AUM0.02%$228,4046.0KQ3 2025OLDER
First Heartland Consultants, Inc.$1.5B AUM0.02%$305,0707.4KQ2 2026
Gallagher Fiduciary Advisors, LLC$2.6B AUM0.02%$487,17812.8KQ1 2026OLDER
OLD MISSION CAPITAL LLC$6.3B AUM0.02%$1M30.7KQ1 2026OLDER
MBL Wealth, LLC$1.3B AUM0.02%$243,9046.4KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.02%$12M326.7KQ1 2026OLDER
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$696M AUM0.02%$125,7633.3KQ1 2026OLDER
Main Street Financial Solutions, LLC$1.3B AUM0.02%$234,2616.0KQ4 2025OLDER
B. Riley Wealth Advisors, Inc.$1.6B AUM0.02%$348,6609.0KQ4 2025OLDER
Decker Retirement Planning Inc.$221M AUM0.02%$33,842888Q1 2026OLDER
PFS Partners, LLC$218M AUM0.02%$33,385876Q1 2026OLDER
Prospera Financial Services Inc$6.2B AUM0.02%$945,90524.8KQ1 2026OLDER
KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM0.02%$1M32.1KQ1 2026OLDER
Koshinski Asset Management, Inc.$1.6B AUM0.01%$219,0755.7KQ4 2025OLDER
Snowden Capital Advisors LLC$3.8B AUM0.01%$522,75513.7KQ1 2026OLDER
CoreCap Advisors, LLC$3.4B AUM0.01%$439,09110.7KQ2 2026
MML INVESTORS SERVICES, LLC$36.1B AUM0.01%$4M116.4KQ1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.01%$771,99420.3KQ1 2026OLDER
Mutual Advisors, LLC$4.7B AUM0.01%$527,90013.9KQ1 2026OLDER
Ausdal Financial Partners, Inc.$2.3B AUM0.01%$253,8136.7KQ1 2026OLDER
NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM0.01%$202,1745.3KQ1 2026OLDER
Arax Advisory Partners$3.5B AUM0.01%$353,5859.3KQ1 2026OLDER
HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM0.01%$250,4596.6KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.01%$8M217.6KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.01%$27M706.4KQ1 2026OLDER
MGO ONE SEVEN LLC$5.0B AUM0.01%$410,78810.8KQ1 2026OLDER
Savvy Advisors, Inc.$3.7B AUM0.01%$303,4328.0KQ1 2026OLDER
Spire Wealth Management$2.9B AUM0.01%$210,4685.5KQ3 2025OLDER
Concurrent Investment Advisors, LLC$9.2B AUM0.01%$627,29116.5KQ1 2026OLDER
GUARDIAN WEALTH ADVISORS, LLC / NC$1.6B AUM0.01%$106,9752.8KQ1 2026OLDER
AdvisorNet Financial, Inc$1.9B AUM0.01%$119,1703.1KQ1 2026OLDER
Arkadios Wealth Advisors$6.1B AUM0.01%$367,6489.6KQ1 2026OLDER
US BANCORP \DE\$82.4B AUM0.01%$5M128.5KQ1 2026OLDER
Brookstone Capital Management$8.7B AUM0.01%$496,60113.0KQ3 2025OLDER
Sanctuary Advisors, LLC$18.5B AUM0.01%$947,11024.9KQ1 2026OLDER
Waverly Advisors, LLC$13.4B AUM0.00%$565,93414.8KQ1 2026OLDER
RFG Advisory, LLC$5.4B AUM0.00%$200,1675.3KQ1 2026OLDER
STEPHENS INC /AR/$8.0B AUM0.00%$280,6807.4KQ1 2026OLDER
Ameritas Advisory Services, LLC$2.6B AUM0.00%$44,0591.2KQ3 2025OLDER
OneDigital Investment Advisors LLC$10.2B AUM0.00%$245,6956.4KQ1 2026OLDER
Merit Financial Group, LLC$13.5B AUM0.00%$271,1917.1KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$6M168.7KQ1 2026OLDER
Envestnet Portfolio Solutions, Inc.$18.1B AUM0.00%$362,0279.5KQ3 2025OLDER
Aptus Capital Advisors, LLC$12.7B AUM0.00%$164,1404.3KQ1 2026OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.00%$938,53524.6KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$5M120.2KQ1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$706,94118.6KQ1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$38,0801.0KQ3 2025OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$53,6261.4KQ1 2026OLDER
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM0.00%$1,35133Q2 2026
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$63,9871.7KQ1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$10,023263Q1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$224,0875.9KQ1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$111,75826.0KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$1M36.1KQ3 2025OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$11,622300Q4 2025OLDER
CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM0.00%$3,35488Q1 2026OLDER
Capital Investment Advisory Services, LLC$1.4B AUM0.00%$2,71270Q4 2025OLDER
CWM, LLC$38.1B AUM0.00%$71,0751.9KQ1 2026OLDER
IMC-Chicago, LLC$278.4B AUM0.00%$434,12011.2KQ4 2025OLDER
ASHTON THOMAS SECURITIES, LLC$797M AUM0.00%$76920Q1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$570,12615.0KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$771,99420.3KQ1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$1,36035Q4 2025OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$294,3627.7KQ1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$121,1523.2KQ1 2026OLDER
Geneos Wealth Management Inc.$4.3B AUM0.00%$95325Q1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$244,9926.3KQ4 2025OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$68,0001.8KQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$34,207883Q4 2025OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$14,977393Q2 2026
MORGAN STANLEY$1.67T AUM0.00%$3,75897Q1 2026OLDER

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