AFMCFIRST TR EXCHNG TRADED FD VI
CUSIP 33740F813 · Yahoo Finance ↗ · Google Finance ↗
First Tr Exchng Traded Fd Vi (AFMC) has 47 institutional holders in Filings Flow’s 13F database, together reporting 3.17M shares worth $113M as of Q1 2026. The largest reported holders are Lpl Financial LLC, Cambridge Investment Research Advisors, Inc., and Cetera Investment Advisers.
Institutional Holders
47
Q1 2026
Reported Value
$113M
Ticker
AFMC
Quarters Tracked
26
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| EWG Elevate Inc.$320M AUM | 0.79% | $3M | 74.1K | Q3 2025OLDER |
| CRUX WEALTH ADVISORS$261M AUM | 0.60% | $2M | 44.0K | Q1 2026 |
| Prosperity Financial Group, Inc.$271M AUM | 0.39% | $1M | 29.5K | Q1 2026 |
| Brookwood Investment Group LLC$810M AUM | 0.37% | $3M | 85.2K | Q1 2026 |
| PKS Advisory Services, LLC$430M AUM | 0.31% | $1M | 37.6K | Q1 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC.$319M AUM | 0.23% | $722,350 | 20.3K | Q1 2026 |
| OxenFree Capital LLC$218M AUM | 0.13% | $259,488 | 6.9K | Q1 2026 |
| Sovran Advisors, LLC$1.3B AUM | 0.11% | $1M | 34.7K | Q1 2026 |
| WORLD EQUITY GROUP, INC.$447M AUM | 0.07% | $289,547 | 8.2K | Q1 2026 |
| Avior Wealth Management, LLC$3.8B AUM | 0.07% | $3M | 72.9K | Q1 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.07% | $3M | 82.8K | Q1 2026 |
| Keystone Wealth Services, LLC$468M AUM | 0.06% | $294,686 | 8.3K | Q1 2026 |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.05% | $2M | 61.1K | Q1 2026 |
| SMITH, MOORE & CO.$1.4B AUM | 0.05% | $744,688 | 21.0K | Q1 2026 |
| CacheTech Inc.$519M AUM | 0.05% | $269,054 | 7.8K | Q4 2025OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.04% | $3M | 95.3K | Q1 2026 |
| Moors & Cabot, Inc.$2.3B AUM | 0.04% | $957,720 | 27.0K | Q1 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.04% | $1M | 41.2K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.03% | $3M | 80.7K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.03% | $6M | 162.3K | Q1 2026 |
| Simplicity Wealth,LLC$1.8B AUM | 0.02% | $409,625 | 11.5K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.02% | $4M | 115.1K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.01% | $44M | 1.25M | Q1 2026 |
| MGO ONE SEVEN LLC$5.0B AUM | 0.01% | $556,830 | 15.7K | Q1 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 0.01% | $548,496 | 15.4K | Q1 2026 |
| &PARTNERS$20.2B AUM | 0.01% | $2M | 51.7K | Q1 2026 |
| Mutual Advisors, LLC$4.7B AUM | 0.01% | $396,630 | 11.2K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $7M | 201.6K | Q1 2026 |
| Founders Financial Alliance, LLC$555M AUM | 0.01% | $41,931 | 1.2K | Q1 2026 |
| Arkadios Wealth Advisors$6.1B AUM | 0.01% | $439,307 | 12.4K | Q1 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.01% | $134,689 | 4.2K | Q2 2025OLDER |
| Christopher J. Hasenberg, Inc$269M AUM | 0.01% | $17,896 | 557 | Q2 2025OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.01% | $365,376 | 10.3K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $4M | 110.2K | Q1 2026 |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.01% | $448,816 | 12.6K | Q1 2026 |
| RFG Advisory, LLC$5.4B AUM | 0.00% | $234,748 | 6.8K | Q4 2025OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $50,971 | 1.4K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $2M | 59.9K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.00% | $1M | 40.2K | Q1 2026 |
| Golden State Wealth Management, LLC$915M AUM | 0.00% | $15,228 | 428 | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $87,024 | 2.5K | Q1 2026 |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $53,258 | 1.5K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $31,170 | 878 | Q1 2026 |
| Global Wealth Strategies & Associates$528M AUM | 0.00% | $1,562 | 44 | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $17,236 | 500 | Q4 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $47,826 | 1.3K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $741,758 | 20.9K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $1M | 33.6K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $960,170 | 27.0K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $1M | 29.4K | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $773,347 | 22.5K | Q3 2025OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $12,156 | 353 | Q4 2025OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $10,342 | 300 | Q4 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $52,000 | 1.5K | Q4 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $43,366 | 1.3K | Q4 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $7,385 | 208 | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.00% | $4,826 | 140 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.