FIRST TR EXCHNG TRADED FD VI
CUSIP 33740U778
First Tr Exchng Traded Fd Vi has 86 institutional holders in Filings Flow’s 13F database, together reporting 8.40M shares worth $219M as of Q1 2026. The largest reported holders are Envestnet Asset Management Inc, Commonwealth Equity Services, LLC, and Lpl Financial LLC.
Institutional Holders
86
Q1 2026
Reported Value
$219M
Ticker
unmapped
private placement or foreign
Quarters Tracked
5
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Centennial Wealth Advisory LLC$413M AUM | 4.36% | $18M | 671.1K | Q1 2026OLDER |
| FreeGulliver LLC$237M AUM | 2.87% | $7M | 253.6K | Q1 2026OLDER |
| Pacific Excel Wealth Advisors, Inc.$258M AUM | 1.45% | $1M | 51.5K | Q1 2026OLDER |
| WORLD EQUITY GROUP, INC.$447M AUM | 1.12% | $5M | 170.6K | Q2 2026 |
| Lunt Capital Management, Inc.$260M AUM | 0.91% | $2M | 88.0K | Q1 2026OLDER |
| Valtinson Bruner Financial Planning LLC$364M AUM | 0.80% | $3M | 108.9K | Q1 2026OLDER |
| Ellsworth Advisors, LLC$532M AUM | 0.71% | $4M | 129.8K | Q4 2025OLDER |
| FSB PREMIER WEALTH MANAGEMENT, INC.$319M AUM | 0.45% | $1M | 52.9K | Q1 2026OLDER |
| Financial Guidance Group, Inc.$249M AUM | 0.30% | $753,074 | 28.0K | Q1 2026OLDER |
| Tradition Wealth Management, LLC$1.4B AUM | 0.26% | $4M | 134.8K | Q1 2026OLDER |
| IAMS WEALTH MANAGEMENT, LLC$287M AUM | 0.24% | $692,343 | 25.8K | Q1 2026OLDER |
| TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM | 0.23% | $3M | 108.7K | Q1 2026OLDER |
| TCFG WEALTH MANAGEMENT, LLC$267M AUM | 0.20% | $545,124 | 20.3K | Q1 2026OLDER |
| TCFG Investment Advisors, LLC$267M AUM | 0.20% | $545,124 | 20.3K | Q1 2026OLDER |
| Harvest Investment Services, LLC$547M AUM | 0.17% | $955,356 | 35.6K | Q1 2026OLDER |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.16% | $495,756 | 18.5K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.14% | $6M | 220.6K | Q1 2026OLDER |
| NOVEM GROUP$873M AUM | 0.10% | $890,839 | 33.2K | Q1 2026OLDER |
| Onyx Bridge Wealth Group LLC$930M AUM | 0.09% | $805,182 | 30.0K | Q1 2026OLDER |
| SYNOVUS FINANCIAL CORP$8.7B AUM | 0.08% | $7M | 264.5K | Q3 2025OLDER |
| TFB Advisors LLC$191M AUM | 0.08% | $276,824 | 10.1K | Q4 2025OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.06% | $2M | 61.2K | Q1 2026OLDER |
| Jaffetilchin Investment Partners, LLC$1.7B AUM | 0.06% | $1M | 37.5K | Q1 2026OLDER |
| SageGuard Financial Group, LLC$646M AUM | 0.06% | $385,441 | 14.3K | Q1 2026OLDER |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.05% | $7M | 258.5K | Q1 2026OLDER |
| Kelly Financial Services LLC$414M AUM | 0.05% | $213,376 | 7.9K | Q1 2026OLDER |
| American Trust$1.1B AUM | 0.05% | $580,187 | 21.6K | Q1 2026OLDER |
| KFG WEALTH MANAGEMENT, LLC$774M AUM | 0.05% | $327,052 | 12.1K | Q3 2025OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.04% | $1M | 42.6K | Q1 2026OLDER |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.04% | $515,712 | 19.2K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.04% | $28M | 1.05M | Q1 2026OLDER |
| Foguth Wealth Management, LLC.$857M AUM | 0.03% | $299,798 | 10.2K | Q2 2026 |
| PFG Advisors$2.1B AUM | 0.03% | $661,069 | 24.6K | Q1 2026OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.03% | $2M | 75.3K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.03% | $2M | 73.0K | Q1 2026OLDER |
| Kovack Advisors, Inc.$1.9B AUM | 0.03% | $515,445 | 19.2K | Q1 2026OLDER |
| HBW ADVISORY SERVICES LLC$949M AUM | 0.03% | $257,587 | 9.6K | Q1 2026OLDER |
| Valmark Advisers, Inc.$8.4B AUM | 0.03% | $2M | 84.0K | Q1 2026OLDER |
| Crewe Advisors LLC$1.2B AUM | 0.03% | $298,549 | 11.1K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.02% | $3M | 105.0K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.02% | $2M | 83.4K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.02% | $1M | 55.0K | Q1 2026OLDER |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.02% | $26,565 | 989 | Q1 2026OLDER |
| Keystone Financial Group$1.5B AUM | 0.02% | $275,315 | 10.3K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.02% | $7M | 262.8K | Q1 2026OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.02% | $914,584 | 34.0K | Q1 2026OLDER |
| IMG Wealth Management, Inc.$157M AUM | 0.02% | $25,866 | 963 | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.02% | $11M | 401.2K | Q1 2026OLDER |
| PFS Partners, LLC$218M AUM | 0.02% | $33,790 | 1.3K | Q1 2026OLDER |
| AMERIFLEX GROUP, INC.$198M AUM | 0.02% | $29,868 | 1.1K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.01% | $7M | 270.0K | Q1 2026OLDER |
| Brookstone Capital Management$8.7B AUM | 0.01% | $1M | 46.8K | Q1 2026OLDER |
| Simplicity Wealth,LLC$1.8B AUM | 0.01% | $246,064 | 9.2K | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.01% | $474,321 | 17.7K | Q1 2026OLDER |
| Avior Wealth Management, LLC$3.8B AUM | 0.01% | $424,737 | 15.8K | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.01% | $623,279 | 21.3K | Q2 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $11M | 410.5K | Q1 2026OLDER |
| REAP Financial Group, LLC$507M AUM | 0.01% | $58,850 | 2.2K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.01% | $533,869 | 19.9K | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.01% | $1M | 51.5K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.01% | $441,605 | 16.4K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.01% | $5M | 192.3K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.01% | $2M | 56.3K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.01% | $29M | 1.07M | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.01% | $2M | 73.5K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.01% | $3M | 106.3K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.01% | $19M | 725.8K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.01% | $325,033 | 12.1K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $511,991 | 19.0K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $1M | 37.8K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $2M | 70.7K | Q4 2025OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $56,433 | 2.1K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.00% | $214,799 | 8.0K | Q1 2026OLDER |
| GUARDIAN WEALTH ADVISORS, LLC / NC$1.6B AUM | 0.00% | $34,354 | 1.3K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $1M | 52.3K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $64,782 | 2.4K | Q4 2025OLDER |
| AMERICAN NATIONAL BANK & TRUST$1.0B AUM | 0.00% | $6,580 | 245 | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $76,605 | 2.9K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $8,864 | 330 | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.00% | $31,802 | 1.2K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $8,058 | 300 | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $3,067 | 111 | Q4 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $680,404 | 24.7K | Q4 2025OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $5,792 | 215 | Q3 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $264,061 | 9.8K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $11,818 | 440 | Q2 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $264,893 | 9.9K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $10,341 | 385 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $11,000 | 422 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $19,849 | 755 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.