SEC 13F Intelligence

FCEFFIRST TR EXCHNG TRADED FD VI

CUSIP 33740F409 · Yahoo Finance ↗ · Google Finance ↗

First Tr Exchng Traded Fd Vi (FCEF) has 34 institutional holders in Filings Flow’s 13F database, together reporting 1.70M shares worth $38M as of Q1 2026. The largest reported holders are Lpl Financial LLC, Capital Investment Advisory Services, LLC, and Raymond James Financial Inc.

Institutional Holders
34
Q1 2026
Reported Value
$38M
Ticker
FCEF
Quarters Tracked
28

Ownership Trend

Institutional holders
Q2 ’19: 14Q2 ’19Q3 ’19: 15Q4 ’19: 17Q1 ’20: 19Q2 ’20: 18Q2 ’20Q3 ’20: 18Q4 ’20: 15Q1 ’21: 20Q2 ’21: 19Q2 ’21Q3 ’21: 20Q4 ’21: 22Q1 ’22: 24Q2 ’22: 23Q2 ’22Q3 ’22: 18Q4 ’22: 17Q1 ’23: 15Q2 ’23: 18Q2 ’23Q3 ’23: 20Q4 ’23: 19Q1 ’24: 16Q2 ’24: 20Q2 ’24Q3 ’24: 22Q4 ’24: 21Q1 ’25: 20Q2 ’25: 28Q2 ’25Q3 ’25: 28Q4 ’25: 32Q1 ’26: 34filingsflow.com
Total reported value
Q2 ’19: $9MQ2 ’19Q3 ’19: $9MQ4 ’19: $11MQ1 ’20: $12MQ2 ’20: $16MQ2 ’20Q3 ’20: $16MQ4 ’20: $18MQ1 ’21: $17MQ2 ’21: $18MQ2 ’21Q3 ’21: $18MQ4 ’21: $21MQ1 ’22: $18MQ2 ’22: $14MQ2 ’22Q3 ’22: $5MQ4 ’22: $6MQ1 ’23: $5MQ2 ’23: $7MQ2 ’23Q3 ’23: $16MQ4 ’23: $6MQ1 ’24: $8MQ2 ’24: $19MQ2 ’24Q3 ’24: $21MQ4 ’24: $21MQ1 ’25: $23MQ2 ’25: $25MQ2 ’25Q3 ’25: $32MQ4 ’25: $34MQ1 ’26: $38Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Boyce & Associates Wealth Consulting, Inc.$132M AUM1.43%$2M84.1KQ1 2026
Capital Investment Advisory Services, LLC$1.4B AUM0.77%$11M470.0KQ1 2026
Aurora Private Wealth, Inc.$140M AUM0.27%$375,00016.3KQ1 2026
Proactive Wealth Strategies LLC$532M AUM0.24%$1M56.4KQ1 2026
SMITH, MOORE & CO.$1.4B AUM0.05%$629,01527.9KQ1 2026
HARBOUR INVESTMENTS, INC.$6.5B AUM0.03%$2M98.0KQ1 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM0.03%$413,59318.0KQ4 2025OLDER
Decker Retirement Planning Inc.$221M AUM0.01%$17,081759Q1 2026
GPS Wealth Strategies Group, LLC$117M AUM0.01%$62,8742.7KQ3 2025OLDER
Ameritas Advisory Services, LLC$2.6B AUM0.01%$85,9913.8KQ3 2025OLDER
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM0.00%$9,438419Q1 2026
Cambridge Investment Research Advisors, Inc.$38.8B AUM0.00%$1M55.9KQ1 2026
LPL Financial LLC$376.6B AUM0.00%$11M487.3KQ1 2026
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$2M80.6KQ1 2026
Integrated Wealth Concepts LLC$12.5B AUM0.00%$299,26413.3KQ1 2026
Triumph Capital Management$491M AUM0.00%$11,252500Q1 2026
Larson Financial Group LLC$3.1B AUM0.00%$58,5132.6KQ1 2026
IFP Advisors, Inc$4.8B AUM0.00%$75,6173.4KQ1 2026
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$928,09241.2KQ1 2026
Cetera Investment Advisers$94.0B AUM0.00%$1M47.4KQ1 2026
NewEdge Advisors, LLC$27.7B AUM0.00%$310,45613.8KQ1 2026
HIGHLINE WEALTH PARTNERS LLC$493M AUM0.00%$3,446150Q4 2025OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$3M134.7KQ1 2026
Kestra Advisory Services, LLC$26.4B AUM0.00%$225,47510.0KQ1 2026
Janney Montgomery Scott LLC$40.4B AUM0.00%$234,00010.4KQ1 2026
Global Retirement Partners, LLC$5.6B AUM0.00%$20,673900Q4 2025OLDER
Geneos Wealth Management Inc.$4.3B AUM0.00%$11,541513Q1 2026
CWM, LLC$38.1B AUM0.00%$98,9094.4KQ1 2026
Legacy Investment Solutions, LLC$192M AUM0.00%$35916Q2 2025OLDER
Legacy Wealth Managment, LLC/ID$201M AUM0.00%$36116Q1 2026
Advisory Services Network, LLC$7.5B AUM0.00%$11,253500Q1 2026
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$469,22320.9KQ1 2026
AE Wealth Management LLC$18.5B AUM0.00%$14,291635Q1 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$418,52518.6KQ1 2026
Rockefeller Capital Management L.P.$56.4B AUM0.00%$24,1701.1KQ1 2026
Darwin Wealth Management, LLC$321M AUM0.00%$1125Q1 2026
FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM0.00%$1155Q4 2025OLDER
MORGAN STANLEY$1.66T AUM0.00%$44,3142.0KQ1 2026
UBS Group AG$666.3B AUM0.00%$13,435597Q1 2026
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$161Q1 2026

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