SEC 13F Intelligence

FIRST TR EXCHNG TRADED FD VI

CUSIP 33740U737

First Tr Exchng Traded Fd Vi has 5 institutional holders in Filings Flow’s 13F database, together reporting 4.60M shares worth $183M as of Q1 2026. The largest reported holders are Raymond James Financial Inc, Commonwealth Equity Services, LLC, and Cetera Investment Advisers.

Institutional Holders
5
Q1 2026
Reported Value
$2M
Ticker
unmapped
private placement or foreign
Quarters Tracked
3

Ownership Trend

Institutional holders
Q4 ’25: 108Q4 ’25Q1 ’26: 109Q1 ’26Q2 ’26: 5Q2 ’26filingsflow.com
Total reported value
Q4 ’25: $142MQ4 ’25Q1 ’26: $183MQ1 ’26Q2 ’26: $2MQ2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
ODonnell Financial Services, LLC$290M AUM1.62%$5M114.6KQ1 2026OLDER
First International Bank of Israel Ltd.$340M AUM1.57%$5M130.0KQ1 2026OLDER
Tanglewood Legacy Advisors, LLC$276M AUM1.34%$4M89.8KQ1 2026OLDER
Uniting Wealth Partners, LLC$470M AUM1.25%$5M131.0KQ3 2025OLDER
MILESTONE ASSET MANAGEMENT, LLC$543M AUM1.01%$5M132.7KQ1 2026OLDER
MACROVIEW INVESTMENT MANAGEMENT LLC$144M AUM0.99%$1M32.7KQ3 2025OLDER
American Alpha Advisors, LLC$188M AUM0.72%$1M33.0KQ1 2026OLDER
SMART Wealth LLC$341M AUM0.69%$2M57.7KQ1 2026OLDER
Chris Bulman Inc$228M AUM0.69%$2M38.4KQ1 2026OLDER
Range Financial Group LLC$298M AUM0.54%$2M39.5KQ1 2026OLDER
Plotkin Financial Advisors, LLC$199M AUM0.46%$925,63422.5KQ1 2026OLDER
Madrona Financial Services, LLC$457M AUM0.46%$2M51.5KQ1 2026OLDER
Bullseye Investment Management, LLC$164M AUM0.34%$566,88415.4KQ4 2025OLDER
IMG Wealth Management, Inc.$157M AUM0.34%$527,10312.8KQ1 2026OLDER
Clear Creek Financial Management, LLC$1.3B AUM0.30%$4M96.4KQ1 2026OLDER
Per Stirling Capital Management, LLC.$905M AUM0.29%$3M64.5KQ1 2026OLDER
Keystone Wealth Services, LLC$468M AUM0.29%$1M33.2KQ1 2026OLDER
Sunbelt Securities, Inc.$1.6B AUM0.27%$4M105.2KQ1 2026OLDER
BFI Wealth Solutions, LLC$104M AUM0.27%$281,0126.8KQ1 2026OLDER
CITY HOLDING CO$800M AUM0.24%$2M47.6KQ1 2026OLDER
Integrity Financial Corp /WA$201M AUM0.24%$480,17811.7KQ1 2026OLDER
Schulz Wealth, LTD.$156M AUM0.22%$346,2368.3KQ4 2025OLDER
Diligent Investors, LLC$404M AUM0.19%$781,73719.0KQ1 2026OLDER
BRASS TAX WEALTH MANAGEMENT, INC$602M AUM0.16%$968,77123.9KQ3 2025OLDER
Grantvest Financial Group LLC$154M AUM0.14%$217,0365.2KQ4 2025OLDER
FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM0.14%$2M57.3KQ1 2026OLDER
Ignite Planners, LLC$648M AUM0.12%$716,30417.7KQ3 2025OLDER
Compass Financial Services Inc$231M AUM0.12%$267,2086.5KQ1 2026OLDER
Ifrah Financial Services, Inc.$378M AUM0.11%$434,06210.6KQ1 2026OLDER
REICON WEALTH ADVISORS, LLC$132M AUM0.11%$150,2663.7KQ1 2026OLDER
FSB PREMIER WEALTH MANAGEMENT, INC.$319M AUM0.11%$343,9238.4KQ1 2026OLDER
UPTICK PARTNERS, LLC$502M AUM0.11%$529,23912.9KQ1 2026OLDER
Commonwealth Financial Services, LLC$632M AUM0.10%$663,27516.1KQ1 2026OLDER
Mayfair Advisory Group, LLC$286M AUM0.10%$277,7276.8KQ1 2026OLDER
PKS Advisory Services, LLC$430M AUM0.09%$408,5989.9KQ1 2026OLDER
DHJJ Financial Advisors, Ltd.$302M AUM0.09%$278,9616.8KQ1 2026OLDER
Valtinson Bruner Financial Planning LLC$364M AUM0.08%$305,3407.4KQ1 2026OLDER
Arete Wealth Advisors, LLC$1.3B AUM0.08%$1M25.9KQ1 2026OLDER
Sequent Planning LLC$414M AUM0.08%$319,0237.8KQ1 2026OLDER
EVOLUTION WEALTH MANAGEMENT INC.$137M AUM0.07%$92,5762.3KQ1 2026OLDER
Beacon Financial Advisory LLC$443M AUM0.06%$265,2366.5KQ1 2026OLDER
Atria Investments, Inc$8.9B AUM0.06%$5M125.8KQ1 2026OLDER
MGO ONE SEVEN LLC$5.0B AUM0.06%$3M66.8KQ1 2026OLDER
ADAMSBROWN WEALTH CONSULTANTS LLC$530M AUM0.05%$290,8576.6KQ2 2026
Murphy & Mullick Capital Management Corp$135M AUM0.05%$71,9081.8KQ1 2026OLDER
Cooper Financial Group$1.2B AUM0.05%$542,92412.3KQ2 2026
SILVERLAKE WEALTH MANAGEMENT LLC$479M AUM0.04%$213,6685.2KQ1 2026OLDER
CreativeOne Wealth, LLC$4.3B AUM0.04%$2M41.4KQ1 2026OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.03%$213,8735.2KQ1 2026OLDER
Triumph Capital Management$491M AUM0.03%$159,0593.9KQ1 2026OLDER
Stratos Wealth Advisors, LLC$1.6B AUM0.03%$500,14712.2KQ1 2026OLDER
StoneX Group Inc.$1.9B AUM0.03%$521,02112.7KQ1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.03%$2M44.0KQ1 2026OLDER
Arkadios Wealth Advisors$6.1B AUM0.03%$2M41.4KQ1 2026OLDER
NWF Advisory Services Inc.$886M AUM0.03%$241,3956.0KQ3 2025OLDER
REAP Financial Group, LLC$507M AUM0.02%$121,5853.0KQ1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.02%$6M149.7KQ1 2026OLDER
INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM0.02%$326,5427.9KQ1 2026OLDER
Main Street Financial Solutions, LLC$1.3B AUM0.02%$257,4036.2KQ4 2025OLDER
MAI Capital Management$17.7B AUM0.02%$3M79.3KQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.02%$13M318.6KQ1 2026OLDER
Brookstone Capital Management$8.7B AUM0.02%$2M38.9KQ1 2026OLDER
Sovran Advisors, LLC$1.3B AUM0.02%$208,4914.8KQ1 2026OLDER
Signature Equity Partners, LLC$186M AUM0.02%$30,201735Q1 2026OLDER
KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM0.02%$336,4868.2KQ1 2026OLDER
INDEPENDENT FINANCIAL GROUP, LLC$678M AUM0.02%$454,99212.4KQ1 2026OLDER
NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM0.02%$302,4227.4KQ1 2026OLDER
Jaffetilchin Investment Partners, LLC$1.7B AUM0.02%$260,5116.3KQ1 2026OLDER
Gallagher Fiduciary Advisors, LLC$2.6B AUM0.01%$371,0319.0KQ1 2026OLDER
Concurrent Investment Advisors, LLC$9.2B AUM0.01%$1M31.9KQ1 2026OLDER
Diversify Advisory Services, LLC$655M AUM0.01%$447,08810.7KQ4 2025OLDER
Visionary Wealth Advisors$2.3B AUM0.01%$302,0047.4KQ3 2025OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.01%$10M231.6KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.01%$12M293.4KQ1 2026OLDER
Archer Investment Corp$469M AUM0.01%$57,9881.4KQ1 2026OLDER
CoreCap Advisors, LLC$3.4B AUM0.01%$399,3899.1KQ2 2026
Mutual Advisors, LLC$4.7B AUM0.01%$547,07913.3KQ1 2026OLDER
NorthCrest Asset Manangement, LLC$3.2B AUM0.01%$370,9859.0KQ1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.01%$10M245.9KQ1 2026OLDER
Wilkerson Advisory Group LLC$291M AUM0.01%$29,256712Q1 2026OLDER
Prospera Financial Services Inc$6.2B AUM0.01%$614,29214.9KQ1 2026OLDER
JNBA Financial Advisors$1.2B AUM0.01%$105,6452.6KQ3 2025OLDER
SYNOVUS FINANCIAL CORP$8.7B AUM0.01%$795,41519.6KQ3 2025OLDER
KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM0.01%$721,33517.6KQ1 2026OLDER
Americana Partners, LLC$3.9B AUM0.01%$266,9916.6KQ3 2025OLDER
DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM0.01%$449,72410.5KQ1 2026OLDER
Ameritas Advisory Services, LLC$2.6B AUM0.01%$120,0873.0KQ3 2025OLDER
ORG Partners LLC$568M AUM0.01%$41,5301.0KQ4 2025OLDER
Waverly Advisors, LLC$13.4B AUM0.01%$935,98922.8KQ1 2026OLDER
RFG Advisory, LLC$5.4B AUM0.01%$367,7488.9KQ4 2025OLDER
Mariner, LLC$85.7B AUM0.01%$6M137.6KQ1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.01%$1M30.9KQ1 2026OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.01%$5M116.8KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.01%$20M493.4KQ1 2026OLDER
CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM0.01%$101,5742.5KQ1 2026OLDER
Pinnacle Financial Partners, Inc.$13.1B AUM0.01%$805,61119.6KQ1 2026OLDER
Anfield Capital Management, LLC$363M AUM0.01%$22,394545Q1 2026OLDER
OLD MISSION CAPITAL LLC$6.3B AUM0.01%$381,2749.3KQ1 2026OLDER
Topsail Wealth Management, LLC$678M AUM0.00%$32,461790Q1 2026OLDER
FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM0.00%$354,5668.6KQ1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$284,2616.9KQ1 2026OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.00%$452,60611.0KQ1 2026OLDER
OneDigital Investment Advisors LLC$10.2B AUM0.00%$324,6117.9KQ1 2026OLDER
Sanctuary Advisors, LLC$18.5B AUM0.00%$578,09514.1KQ1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$714,22717.4KQ2 2026
LPL Financial LLC$376.6B AUM0.00%$7M176.9KQ1 2026OLDER
AE Wealth Management LLC$18.5B AUM0.00%$268,1536.5KQ1 2026OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$521,06212.7KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$4M95.0KQ1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$45,6831.1KQ4 2025OLDER
Focus Partners Wealth$89.9B AUM0.00%$483,06711.9KQ3 2025OLDER
CWM, LLC$38.1B AUM0.00%$275,5086.7KQ1 2026OLDER
BROWN ADVISORY INC$60.9B AUM0.00%$492,75311.9KQ4 2025OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$197,23013.7KQ1 2026OLDER
IMC-Chicago, LLC$278.4B AUM0.00%$974,37723.5KQ4 2025OLDER
Capital Investment Advisory Services, LLC$1.4B AUM0.00%$2,65864Q4 2025OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$336,5688.2KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$1M24.7KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$10,600257Q1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$1,33232Q4 2025OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$226,0005.5KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$204,5875.0KQ1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$121,6673.0KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$427,59310.3KQ4 2025OLDER
UBS Group AG$666.3B AUM0.00%$411Q1 2026OLDER

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