FIRST TR EXCHNG TRADED FD VI
CUSIP 33740U752
First Tr Exchng Traded Fd Vi has 168 institutional holders in Filings Flow’s 13F database, together reporting 26.54M shares worth $886M as of Q1 2026. The largest reported holders are Lpl Financial LLC, Cetera Investment Advisers, and Creekmur Asset Management LLC.
Institutional Holders
168
Q1 2026
Reported Value
$886M
Ticker
unmapped
private placement or foreign
Quarters Tracked
4
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| IMG Wealth Management, Inc.$157M AUM | 6.47% | $10M | 287.6K | Q1 2026OLDER |
| Seros Financial, LLC$157M AUM | 6.12% | $10M | 272.1K | Q1 2026OLDER |
| Centennial Wealth Advisory LLC$413M AUM | 4.42% | $18M | 516.7K | Q1 2026OLDER |
| RiverTree Advisors, LLC$158M AUM | 4.22% | $7M | 188.6K | Q1 2026OLDER |
| Valtinson Bruner Financial Planning LLC$364M AUM | 3.79% | $14M | 390.6K | Q1 2026OLDER |
| Pitti Group Wealth Management, LLC$123M AUM | 3.18% | $4M | 110.9K | Q1 2026OLDER |
| FOCUS Wealth Advisors, LLC$216M AUM | 2.89% | $6M | 167.5K | Q1 2026OLDER |
| Legacy Wealth Managment, LLC/ID$201M AUM | 2.83% | $6M | 161.4K | Q1 2026OLDER |
| MPWM ADVISORY SOLUTIONS, LLC$189M AUM | 2.73% | $5M | 145.8K | Q1 2026OLDER |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH /$149M AUM | 2.61% | $3M | 88.5K | Q3 2025OLDER |
| Goldenstone Wealth Management LLC$137M AUM | 2.24% | $3M | 87.0K | Q1 2026OLDER |
| Concorde Asset Management, LLC$204M AUM | 2.18% | $4M | 126.0K | Q2 2026 |
| IAMS WEALTH MANAGEMENT, LLC$287M AUM | 1.84% | $5M | 149.3K | Q1 2026OLDER |
| Financial Guidance Group, Inc.$249M AUM | 1.67% | $4M | 117.4K | Q1 2026OLDER |
| Prism Advisors, Inc.$375M AUM | 1.57% | $6M | 166.2K | Q1 2026OLDER |
| Ergawealth Advisors, Inc.$226M AUM | 1.43% | $3M | 91.6K | Q1 2026OLDER |
| Rubicon Advisors, GP$115M AUM | 1.32% | $2M | 43.0K | Q1 2026OLDER |
| Ipsen Advisor Group LLC$143M AUM | 1.18% | $2M | 47.8K | Q1 2026OLDER |
| Triton Wealth Management, PLLC$270M AUM | 1.15% | $3M | 87.4K | Q1 2026OLDER |
| Midwest Financial Group LLC$234M AUM | 1.10% | $3M | 72.9K | Q1 2026OLDER |
| BLUEDOOR PRIVATE WEALTH, LLC$216M AUM | 1.03% | $2M | 62.7K | Q1 2026OLDER |
| WORLD EQUITY GROUP, INC.$447M AUM | 1.01% | $5M | 114.7K | Q2 2026 |
| SLT Holdings LLC$148M AUM | 0.97% | $1M | 40.8K | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.92% | $4M | 103.8K | Q1 2026OLDER |
| Prasad Wealth Partners, LLC$367M AUM | 0.79% | $3M | 82.6K | Q1 2026OLDER |
| Richmond Investment Services, LLC$619M AUM | 0.75% | $5M | 130.9K | Q1 2026OLDER |
| Accel Wealth Management$383M AUM | 0.73% | $3M | 79.4K | Q1 2026OLDER |
| Claris Financial LLC$183M AUM | 0.67% | $1M | 34.8K | Q1 2026OLDER |
| Macro Advisors, Inc.$242M AUM | 0.52% | $1M | 35.4K | Q1 2026OLDER |
| Bullseye Investment Management, LLC$164M AUM | 0.51% | $839,033 | 28.1K | Q4 2025OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.50% | $590,858 | 16.5K | Q4 2025OLDER |
| McKinney Capital Management, LLC$116M AUM | 0.41% | $478,763 | 13.6K | Q1 2026OLDER |
| HFG Advisors, Inc.$142M AUM | 0.40% | $572,643 | 16.2K | Q1 2026OLDER |
| Optivise Advisory Services LLC$165M AUM | 0.39% | $638,621 | 18.1K | Q1 2026OLDER |
| Keystone Wealth Services, LLC$468M AUM | 0.36% | $2M | 47.7K | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.33% | $3M | 85.0K | Q1 2026OLDER |
| WINNOW WEALTH LLC$130M AUM | 0.31% | $403,523 | 11.4K | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.31% | $5M | 143.4K | Q1 2026OLDER |
| Maridea Wealth Management LLC$688M AUM | 0.30% | $2M | 58.3K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.28% | $6M | 181.4K | Q1 2026OLDER |
| Chris Bulman Inc$228M AUM | 0.27% | $625,128 | 17.7K | Q1 2026OLDER |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.26% | $7M | 195.7K | Q1 2026OLDER |
| Ignite Planners, LLC$648M AUM | 0.25% | $2M | 46.7K | Q1 2026OLDER |
| PCG Wealth Advisors, LLC$395M AUM | 0.22% | $871,275 | 24.7K | Q1 2026OLDER |
| Wealth Watch Advisors, INC$239M AUM | 0.22% | $522,771 | 14.8K | Q1 2026OLDER |
| Mach-1 Financial Group, LLC$284M AUM | 0.21% | $601,924 | 17.0K | Q1 2026OLDER |
| Opus Financial Solutions LLC$106M AUM | 0.21% | $223,752 | 6.3K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.21% | $13M | 377.7K | Q1 2026OLDER |
| ODonnell Financial Services, LLC$290M AUM | 0.20% | $584,299 | 16.5K | Q1 2026OLDER |
| Symphony Financial Services, Inc.$195M AUM | 0.20% | $387,992 | 11.0K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.19% | $8M | 227.3K | Q1 2026OLDER |
| FLAGSTAR ADVISORS INC$276M AUM | 0.18% | $486,604 | 13.8K | Q1 2026OLDER |
| Gallagher Fiduciary Advisors, LLC$2.6B AUM | 0.17% | $4M | 125.3K | Q1 2026OLDER |
| HBW ADVISORY SERVICES LLC$949M AUM | 0.17% | $2M | 45.9K | Q1 2026OLDER |
| Collaborative Wealth Managment Inc.$218M AUM | 0.16% | $352,811 | 10.0K | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.16% | $4M | 114.9K | Q1 2026OLDER |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.15% | $467,249 | 13.2K | Q1 2026OLDER |
| Kovack Advisors, Inc.$1.9B AUM | 0.15% | $3M | 81.6K | Q1 2026OLDER |
| Prosperity Wealth Management, Inc.$300M AUM | 0.14% | $415,493 | 11.6K | Q1 2026OLDER |
| Stonebridge Financial Planning Group, LLC$272M AUM | 0.13% | $366,904 | 10.4K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.13% | $12M | 332.3K | Q1 2026OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 0.12% | $3M | 80.5K | Q1 2026OLDER |
| Advisor Resource Council$309M AUM | 0.12% | $335,104 | 9.3K | Q4 2025OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.11% | $11M | 300.9K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.11% | $29M | 830.2K | Q2 2026 |
| Harvest Investment Services, LLC$547M AUM | 0.10% | $524,573 | 14.9K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.10% | $15M | 415.8K | Q1 2026OLDER |
| Sharper & Granite LLC$293M AUM | 0.09% | $260,591 | 7.4K | Q1 2026OLDER |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.08% | $1M | 39.2K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.08% | $11M | 297.6K | Q1 2026OLDER |
| Quad-Cities Investment Group, LLC$278M AUM | 0.08% | $227,570 | 5.8K | Q2 2026 |
| Goldstone Financial Group, LLC$922M AUM | 0.08% | $748,219 | 21.2K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.08% | $301M | 8.52M | Q1 2026OLDER |
| LexAurum Advisors, LLC$771M AUM | 0.08% | $602,135 | 17.0K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.08% | $2M | 62.3K | Q4 2025OLDER |
| First Heartland Consultants, Inc.$1.5B AUM | 0.07% | $1M | 28.9K | Q2 2026 |
| Atlas Private Wealth Advisors$425M AUM | 0.07% | $306,863 | 8.6K | Q4 2025OLDER |
| Diligent Investors, LLC$404M AUM | 0.07% | $280,794 | 8.0K | Q1 2026OLDER |
| NOVEM GROUP$873M AUM | 0.07% | $596,025 | 16.9K | Q1 2026OLDER |
| Whipplewood Advisors, LLC$193M AUM | 0.06% | $122,348 | 3.5K | Q1 2026OLDER |
| Tradition Wealth Management, LLC$1.4B AUM | 0.06% | $889,358 | 25.2K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.06% | $57M | 1.63M | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.06% | $3M | 80.0K | Q2 2026 |
| Round Rock Advisors LLC$654M AUM | 0.06% | $388,520 | 11.0K | Q1 2026OLDER |
| Soltis Investment Advisors LLC$1.6B AUM | 0.06% | $892,748 | 25.3K | Q1 2026OLDER |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.05% | $1M | 30.1K | Q1 2026OLDER |
| MATAURO, LLC$692M AUM | 0.05% | $360,476 | 10.2K | Q1 2026OLDER |
| Balboa Wealth Partners$596M AUM | 0.05% | $302,975 | 8.6K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.05% | $5M | 128.0K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.05% | $33M | 943.1K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.05% | $1M | 36.1K | Q2 2026 |
| Silver Grove Financial Group, Inc.$124M AUM | 0.05% | $59,161 | 1.7K | Q1 2026OLDER |
| Maia Wealth LLC$591M AUM | 0.05% | $281,890 | 8.0K | Q3 2025OLDER |
| Sigma Planning Corp$3.6B AUM | 0.05% | $2M | 78.9K | Q4 2025OLDER |
| WCG Wealth Advisors LLC$3.6B AUM | 0.04% | $2M | 44.5K | Q1 2026OLDER |
| TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM | 0.04% | $539,725 | 15.3K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.04% | $15M | 435.9K | Q1 2026OLDER |
| Advisory Resource Group$581M AUM | 0.04% | $242,472 | 6.9K | Q1 2026OLDER |
| Procyon Advisors, LLC$2.3B AUM | 0.04% | $919,232 | 23.4K | Q2 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.04% | $3M | 83.7K | Q1 2026OLDER |
| TUCKER ASSET MANAGEMENT LLC$343M AUM | 0.04% | $132,285 | 3.7K | Q4 2025OLDER |
| Accurate Wealth Management, LLC$831M AUM | 0.04% | $315,158 | 8.6K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.04% | $412,469 | 11.6K | Q1 2026OLDER |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.04% | $964,271 | 27.3K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.04% | $2M | 62.7K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.03% | $9M | 259.7K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.03% | $7M | 208.0K | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.03% | $4M | 118.1K | Q1 2026OLDER |
| Sovran Advisors, LLC$1.3B AUM | 0.03% | $416,723 | 10.9K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.03% | $23M | 646.3K | Q1 2026OLDER |
| Bison Wealth, LLC$1.1B AUM | 0.03% | $333,626 | 8.5K | Q2 2026 |
| VICTORY FINANCIAL GROUP, LLC$814M AUM | 0.03% | $239,434 | 6.8K | Q1 2026OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.03% | $2M | 45.0K | Q1 2026OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.03% | $901,896 | 25.5K | Q1 2026OLDER |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.03% | $413,969 | 11.9K | Q3 2025OLDER |
| StoneX Group Inc.$1.9B AUM | 0.02% | $427,372 | 12.1K | Q1 2026OLDER |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.02% | $674,471 | 19.1K | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.02% | $283,090 | 8.0K | Q1 2026OLDER |
| Synergy Asset Management, LLC$942M AUM | 0.02% | $200,476 | 5.7K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.02% | $839,203 | 23.8K | Q1 2026OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.02% | $2M | 42.9K | Q1 2026OLDER |
| SMITH, MOORE & CO.$1.4B AUM | 0.02% | $255,116 | 7.2K | Q1 2026OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.02% | $564,837 | 16.0K | Q1 2026OLDER |
| Brookstone Capital Management$8.7B AUM | 0.02% | $1M | 42.2K | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.02% | $1M | 39.6K | Q1 2026OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.02% | $906,947 | 25.7K | Q1 2026OLDER |
| Visionary Wealth Advisors$2.3B AUM | 0.02% | $373,121 | 10.6K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.02% | $3M | 81.7K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.01% | $1M | 28.8K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.01% | $890,064 | 25.2K | Q1 2026OLDER |
| McKinley Carter Wealth Services, Inc.$1.7B AUM | 0.01% | $238,516 | 6.8K | Q1 2026OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.01% | $304,141 | 8.6K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.01% | $12M | 327.0K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.01% | $596,166 | 16.9K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.01% | $4M | 123.6K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.01% | $917,084 | 26.0K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.01% | $145,377 | 4.1K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.01% | $41M | 1.15M | Q1 2026OLDER |
| WOLFF WIESE MAGANA LLC$181M AUM | 0.01% | $18,614 | 527 | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.01% | $432,671 | 12.3K | Q1 2026OLDER |
| Diversify Advisory Services, LLC$655M AUM | 0.01% | $306,470 | 8.5K | Q4 2025OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.01% | $1M | 32.1K | Q1 2026OLDER |
| SteelPeak Wealth, LLC$3.3B AUM | 0.01% | $287,430 | 8.3K | Q3 2025OLDER |
| Integrated Advisors Network LLC$1.9B AUM | 0.01% | $210,632 | 5.9K | Q4 2025OLDER |
| JOURNEY STRATEGIC WEALTH LLC$4.0B AUM | 0.01% | $358,427 | 10.1K | Q1 2026OLDER |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.01% | $324,520 | 9.2K | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.01% | $563,142 | 15.9K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $23M | 637.3K | Q1 2026OLDER |
| Advisory Alpha, LLC$3.7B AUM | 0.01% | $241,730 | 6.8K | Q1 2026OLDER |
| HBK Sorce Advisory LLC$5.0B AUM | 0.01% | $328,675 | 8.5K | Q1 2026OLDER |
| VestGen Advisors, LLC$3.8B AUM | 0.01% | $241,335 | 6.2K | Q1 2026OLDER |
| Baker Avenue Asset Management, LP$4.4B AUM | 0.01% | $280,865 | 8.0K | Q1 2026OLDER |
| NewEdge Wealth, LLC$8.4B AUM | 0.01% | $509,173 | 14.4K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.01% | $542,656 | 15.4K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.01% | $411,054 | 11.6K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $4M | 99.6K | Q1 2026OLDER |
| FIRST COMMUNITY TRUST NA$136M AUM | 0.00% | $5,627 | 157 | Q4 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $20M | 574.9K | Q2 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $19M | 537.1K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $132,500 | 3.7K | Q4 2025OLDER |
| Strive Financial Group ,LLC$189M AUM | 0.00% | $4,000 | 115 | Q1 2026OLDER |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.00% | $245,651 | 7.0K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $63,576 | 1.8K | Q2 2026 |
| ASHTON THOMAS SECURITIES, LLC$797M AUM | 0.00% | $6,428 | 182 | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $101,893 | 2.8K | Q4 2025OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $245,903 | 6.9K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $87,947 | 2.5K | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $9,159 | 258 | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $253,492 | 7.2K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $266,383 | 7.5K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $125,704 | 3.6K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $5,475 | 155 | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $962,258 | 27.2K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $35,037 | 992 | Q1 2026OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $1,766 | 50 | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $35,123 | 980 | Q4 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $37,381 | 1.0K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $7 | 0 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.