SEC 13F Intelligence

FIRST TR EXCHANGE TRAD FD VI

CUSIP 33740Y101

First Tr Exchange Trad Fd Vi has 78 institutional holders in Filings Flow’s 13F database, together reporting 3.40M shares worth $110M as of Q1 2026. The largest reported holders are Lpl Financial LLC, Envestnet Asset Management Inc, and First Trust Advisors LP.

Institutional Holders
78
Q1 2026
Reported Value
$110M
Ticker
unmapped
private placement or foreign
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 22Q4 ’18Q1 ’19: 21Q2 ’19: 23Q2 ’19Q3 ’19: 28Q2 ’21: 48Q2 ’21Q4 ’21: 53Q4 ’22: 67Q4 ’22Q4 ’25: 67Q1 ’26: 78Q1 ’26Q2 ’26: 3filingsflow.com
Total reported value
Q4 ’18: $38MQ4 ’18Q1 ’19: $13MQ2 ’19: $14MQ2 ’19Q3 ’19: $34MQ2 ’21: $1.6BQ2 ’21Q4 ’21: $1.7BQ4 ’22: $135MQ4 ’22Q4 ’25: $95MQ1 ’26: $110MQ1 ’26Q2 ’26: $349,039filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Center For Asset Management LLC$201M AUM1.88%$4M112.1KQ1 2026OLDER
Coppell Advisory Solutions LLC$170M AUM0.77%$8M287.3KQ4 2025OLDER
Pinnacle Family Advisors, LLC$213M AUM0.50%$1M31.5KQ1 2026OLDER
Pacific Excel Wealth Advisors, Inc.$258M AUM0.26%$245,1417.3KQ1 2026OLDER
BlueChip Wealth Advisors LLC$228M AUM0.23%$520,07616.2KQ1 2026OLDER
LexAurum Advisors, LLC$771M AUM0.20%$2M45.2KQ1 2026OLDER
IAMS WEALTH MANAGEMENT, LLC$287M AUM0.17%$478,44314.2KQ1 2026OLDER
TFB Advisors LLC$191M AUM0.12%$428,39715.8KQ4 2025OLDER
MARIPAU WEALTH MANAGEMENT LLC$227M AUM0.12%$268,2908.0KQ1 2026OLDER
FSB PREMIER WEALTH MANAGEMENT, INC.$319M AUM0.11%$344,95210.2KQ1 2026OLDER
Balboa Wealth Partners$596M AUM0.10%$602,92317.9KQ1 2026OLDER
Simplicity Wealth,LLC$1.8B AUM0.10%$2M52.2KQ1 2026OLDER
1776 Wealth LLC$254M AUM0.10%$258,2158.5KQ3 2025OLDER
Gateway Wealth Partners, LLC$2.6B AUM0.10%$3M75.6KQ1 2026OLDER
Richmond Investment Services, LLC$619M AUM0.10%$614,67718.2KQ1 2026OLDER
RFG Advisory, LLC$5.4B AUM0.07%$4M120.6KQ1 2026OLDER
LaSalle St. Investment Advisors, LLC$710M AUM0.07%$516,29115.3KQ1 2026OLDER
CreativeOne Wealth, LLC$4.3B AUM0.04%$2M55.7KQ1 2026OLDER
Advisors Preferred, LLC$679M AUM0.04%$255,1967.6KQ1 2026OLDER
GeoWealth Management, LLC$2.8B AUM0.04%$986,48929.2KQ1 2026OLDER
Rossby Financial, LCC$489M AUM0.03%$167,7065.0KQ1 2026OLDER
BENJAMIN EDWARDS INC$10.1B AUM0.03%$3M96.0KQ1 2026OLDER
TUCKER ASSET MANAGEMENT LLC$343M AUM0.03%$101,0563.7KQ4 2025OLDER
HBW ADVISORY SERVICES LLC$949M AUM0.03%$270,9228.0KQ1 2026OLDER
Synergy Investment Management, LLC$306M AUM0.03%$81,4482.4KQ1 2026OLDER
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM0.03%$317,14811.5KQ3 2025OLDER
Signal Advisors Wealth, LLC$1.5B AUM0.02%$309,7779.2KQ1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.02%$1M29.7KQ1 2026OLDER
ASSETMARK, INC$49.0B AUM0.02%$9M277.8KQ1 2026OLDER
Triad Wealth Partners, LLC$1.3B AUM0.02%$225,9046.7KQ1 2026OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.01%$1M44.2KQ1 2026OLDER
PFG Advisors$2.1B AUM0.01%$300,2329.9KQ3 2025OLDER
World Investment Advisors$6.2B AUM0.01%$704,64120.9KQ1 2026OLDER
My Portfolio Guide, LLC$181M AUM0.01%$20,484607Q1 2026OLDER
Quest 10 Wealth Builders, Inc.$114M AUM0.01%$12,419368Q1 2026OLDER
Snowden Capital Advisors LLC$3.8B AUM0.01%$378,37411.2KQ1 2026OLDER
GILPIN WEALTH MANAGEMENT, LLC$126M AUM0.01%$11,778349Q1 2026OLDER
Ascentis Independent Advisors$1.3B AUM0.01%$119,9713.6KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.01%$8M247.6KQ1 2026OLDER
MCGUIRE CAPITAL ADVISORS INC$156M AUM0.01%$13,566402Q1 2026OLDER
AE Wealth Management LLC$18.5B AUM0.01%$2M45.7KQ1 2026OLDER
NewEdge Wealth, LLC$8.4B AUM0.01%$613,35318.2KQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.01%$10M302.6KQ1 2026OLDER
Signature Equity Partners, LLC$186M AUM0.01%$12,813380Q1 2026OLDER
Sigma Planning Corp$3.6B AUM0.01%$232,7287.6KQ3 2025OLDER
Mutual Advisors, LLC$4.7B AUM0.01%$281,2498.3KQ1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.01%$3M88.0KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$18M525.7KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$3M92.8KQ1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$250,4419.2KQ4 2025OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$240,9217.1KQ2 2026
Atria Investments, Inc$8.9B AUM0.00%$353,42310.5KQ1 2026OLDER
Apollon Wealth Management, LLC$6.2B AUM0.00%$221,1126.6KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$13M390.5KQ1 2026OLDER
CoreCap Advisors, LLC$3.4B AUM0.00%$108,1093.4KQ2 2026
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$197,4105.8KQ1 2026OLDER
MPWM ADVISORY SOLUTIONS, LLC$189M AUM0.00%$3,847114Q1 2026OLDER
Envestnet Portfolio Solutions, Inc.$18.1B AUM0.00%$288,4718.5KQ1 2026OLDER
Sound Income Strategies, LLC$2.1B AUM0.00%$29,627881Q1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$316,93611.7KQ4 2025OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$70,0922.3KQ3 2025OLDER
Medallion Wealth Advisors, LLC$306M AUM0.00%$2,54775Q1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$3M78.3KQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$565,36016.8KQ1 2026OLDER
Western Wealth Management, LLC$2.6B AUM0.00%$16,589492Q1 2026OLDER
TOTH FINANCIAL ADVISORY CORP$911M AUM0.00%$4,438131Q1 2026OLDER
Ameritas Advisory Services, LLC$2.6B AUM0.00%$7,102233Q3 2025OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$3M99.4KQ1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$370,78011.0KQ1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$208,5726.2KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$2M47.8KQ1 2026OLDER
Spire Wealth Management$2.9B AUM0.00%$8,538253Q1 2026OLDER
CULLEN/FROST BANKERS, INC.$8.8B AUM0.00%$18,036534Q1 2026OLDER
FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM0.00%$3,659135Q4 2025OLDER
MORGAN STANLEY$1.67T AUM0.00%$2M71.1KQ1 2026OLDER
DHJJ Financial Advisors, Ltd.$302M AUM0.00%$33810Q1 2026OLDER
Lloyd Advisory Services, LLC.$349M AUM0.00%$1907Q4 2025OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$303,3209.0KQ1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$115,0003.4KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$1,95058Q1 2026OLDER
CWM, LLC$38.1B AUM0.00%$6,243185Q1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$1,68850Q1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$2,80492Q3 2025OLDER
BlackRock, Inc.$5.72T AUM0.00%$6,243185Q1 2026OLDER
UBS Group AG$666.3B AUM0.00%$2026Q1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$90Q2 2026
JPMORGAN CHASE & CO$1.56T AUM0.00%$170Q1 2026OLDER
AMERIFLEX GROUP, INC.$198M AUM$00Q1 2026OLDER

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