FIRST TR EXCHNG TRADED FD VI
CUSIP 33740U802
First Tr Exchng Traded Fd Vi has 85 institutional holders in Filings Flow’s 13F database, together reporting 2.08M shares worth $78M as of Q1 2026. The largest reported holders are Lpl Financial LLC, Spartan Wealth Advisory Services LLC, and Commonwealth Equity Services, LLC.
Institutional Holders
85
Q1 2026
Reported Value
$78M
Ticker
unmapped
private placement or foreign
Quarters Tracked
6
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Tanglewood Legacy Advisors, LLC$276M AUM | 1.03% | $3M | 71.9K | Q1 2026OLDER |
| Mission Financial Group, LLC$108M AUM | 0.90% | $979,712 | 24.6K | Q1 2026OLDER |
| CFC Planning Co LLC$140M AUM | 0.60% | $837,239 | 21.1K | Q1 2026OLDER |
| Spartan Wealth Advisory Services LLC$1.1B AUM | 0.55% | $6M | 159.2K | Q1 2026OLDER |
| SMART Wealth LLC$341M AUM | 0.41% | $1M | 35.6K | Q1 2026OLDER |
| LCNB CORP$297M AUM | 0.40% | $1M | 29.9K | Q1 2026OLDER |
| Commonwealth Financial Services, LLC$632M AUM | 0.35% | $2M | 56.4K | Q1 2026OLDER |
| REAP Financial Group, LLC$507M AUM | 0.31% | $2M | 39.5K | Q1 2026OLDER |
| Pursuit Wealth Management LLC$116M AUM | 0.30% | $352,154 | 8.9K | Q4 2025OLDER |
| VestGen Investment Management$181M AUM | 0.28% | $511,341 | 13.0K | Q4 2025OLDER |
| Ritter Daniher Financial Advisory LLC / DE$657M AUM | 0.27% | $2M | 43.6K | Q2 2026 |
| Barnes Wealth Management Group, Inc$197M AUM | 0.25% | $493,675 | 12.4K | Q1 2026OLDER |
| Nova Wealth Management, Inc.$154M AUM | 0.24% | $366,111 | 9.2K | Q1 2026OLDER |
| Schwallier Wealth Management LLC$137M AUM | 0.22% | $351,429 | 9.1K | Q3 2025OLDER |
| Integrity Financial Corp /WA$201M AUM | 0.22% | $439,039 | 11.0K | Q1 2026OLDER |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.18% | $3M | 81.3K | Q1 2026OLDER |
| ARBOR CAPITAL MANAGEMENT INC /ADV$123M AUM | 0.18% | $223,399 | 5.6K | Q1 2026OLDER |
| JIM SAULNIER & ASSOCIATES, LLC$205M AUM | 0.17% | $351,279 | 8.8K | Q1 2026OLDER |
| Plotkin Financial Advisors, LLC$199M AUM | 0.17% | $330,044 | 8.3K | Q1 2026OLDER |
| WINNOW WEALTH LLC$130M AUM | 0.16% | $211,693 | 5.3K | Q1 2026OLDER |
| TopTier Wealth Management, LLC$163M AUM | 0.16% | $264,632 | 6.7K | Q1 2026OLDER |
| LifeWealth Investments, LLC$374M AUM | 0.16% | $591,411 | 14.5K | Q2 2026 |
| BRASS TAX WEALTH MANAGEMENT, INC$602M AUM | 0.15% | $931,154 | 24.1K | Q3 2025OLDER |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.11% | $151,383 | 3.8K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.11% | $5M | 129.2K | Q1 2026OLDER |
| TrueWealth Advisors, LLC$444M AUM | 0.10% | $450,416 | 11.0K | Q2 2026 |
| Spectrum Asset Management, Inc. (NB/CA)$315M AUM | 0.09% | $276,960 | 7.0K | Q1 2026OLDER |
| Quad-Cities Investment Group, LLC$278M AUM | 0.07% | $206,240 | 5.0K | Q2 2026 |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.07% | $853,145 | 21.5K | Q1 2026OLDER |
| Buck Wealth Strategies, LLC$810M AUM | 0.06% | $506,121 | 12.7K | Q1 2026OLDER |
| UPTICK PARTNERS, LLC$502M AUM | 0.06% | $222,656 | 5.8K | Q3 2025OLDER |
| LVZ, Inc.$984M AUM | 0.06% | $551,880 | 13.5K | Q2 2026 |
| Signal Advisors Wealth, LLC$1.5B AUM | 0.06% | $699,887 | 17.8K | Q4 2025OLDER |
| Delta Investment Management, LLC$559M AUM | 0.05% | $285,906 | 7.2K | Q1 2026OLDER |
| Kovack Advisors, Inc.$1.9B AUM | 0.04% | $798,219 | 20.1K | Q1 2026OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.04% | $1M | 26.9K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.04% | $2M | 58.8K | Q1 2026OLDER |
| Foguth Wealth Management, LLC.$857M AUM | 0.03% | $256,162 | 6.3K | Q2 2026 |
| Per Stirling Capital Management, LLC.$905M AUM | 0.03% | $258,612 | 6.5K | Q1 2026OLDER |
| IMG Wealth Management, Inc.$157M AUM | 0.02% | $33,720 | 848 | Q1 2026OLDER |
| Hartford Financial Management Inc.$392M AUM | 0.02% | $77,462 | 1.9K | Q1 2026OLDER |
| Kilter Group LLC$232M AUM | 0.02% | $44,497 | 1.1K | Q1 2026OLDER |
| First Heartland Consultants, Inc.$1.5B AUM | 0.02% | $248,591 | 6.1K | Q2 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.01% | $211,336 | 5.5K | Q3 2025OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.01% | $352,193 | 8.9K | Q1 2026OLDER |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.01% | $41,157 | 1.0K | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.01% | $383,325 | 9.6K | Q1 2026OLDER |
| StoneX Group Inc.$1.9B AUM | 0.01% | $250,516 | 6.3K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.01% | $1M | 29.6K | Q1 2026OLDER |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.01% | $318,990 | 8.0K | Q1 2026OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.01% | $545,108 | 14.1K | Q3 2025OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.01% | $449,298 | 11.3K | Q1 2026OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.01% | $532,326 | 13.4K | Q1 2026OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.01% | $126,729 | 3.2K | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.01% | $189,806 | 4.8K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $6M | 151.4K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.01% | $2M | 52.4K | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.01% | $37,379 | 940 | Q1 2026OLDER |
| SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM | 0.01% | $354,420 | 8.9K | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.01% | $735,085 | 18.5K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $3M | 83.8K | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.00% | $281,731 | 7.1K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $1M | 37.6K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $183,751 | 4.6K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.00% | $223,476 | 5.6K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $1M | 32.8K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $3M | 79.3K | Q1 2026OLDER |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.00% | $210,553 | 5.3K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.00% | $213,255 | 5.4K | Q4 2025OLDER |
| Brookstone Capital Management$8.7B AUM | 0.00% | $204,599 | 5.2K | Q4 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $242,300 | 6.1K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $7M | 183.0K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $991,843 | 24.9K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $24,985 | 635 | Q4 2025OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $41,123 | 1.0K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $5M | 126.8K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $43,987 | 1.1K | Q2 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $256,520 | 6.5K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $47,161 | 1.2K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $12,923 | 325 | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $596,347 | 15.0K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $129,632 | 3.3K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $10,048 | 253 | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $225,242 | 5.7K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $29,402 | 761 | Q3 2025OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $332,073 | 8.4K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $70,823 | 1.8K | Q4 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $754,092 | 19.0K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $1M | 30.5K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $71,576 | 1.8K | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $318,115 | 8.0K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $2,823 | 71 | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $397,803 | 10.0K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $11,253 | 283 | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $64,527 | 1.6K | Q4 2025OLDER |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$696M AUM | 0.00% | $40 | 1 | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $12,049 | 303 | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $38,126 | 969 | Q4 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $5,766 | 145 | Q2 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.