13FBOX
FIRST TR EXCHNG TRADED FD VI · 13F Institutional Holdings
Options Calculator Rankings
F

FIRST TR EXCHNG TRADED FD VI

QCAP
Institutions
35
Combined AUM (Q2 2026)
$100.7M
Combined Shares (Q2 2026)
4.0M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+3.3M
24 · 9 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-127,238
13 · 7 Exit · ≈
⚖️ Net
+3.2M
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$100.7M
Institutions
35
New Buys
9
Adds
15
Reduces
6
Exits
7
Unchanged
5
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
HOLLENCREST CAPITAL MANAGEMENT
4.49%#1$69.0M2.8M$00+2.8MNew Buy
First Heartland Consultants, Inc.
0.47%0.53%#3$7.3M292,821$6.9M289,639+3,182+1.10%Add
Farther Finance Advisors, LLC
0.04%#10$5.0M199,144$00+199,144New Buy
Cetera Investment Advisers
<0.01%<0.01%#19$2.5M102,244$1.9M79,981+22,263+27.84%Add
LPL Financial LLC
<0.01%<0.01%#27$1.9M75,615$345,53114,400+61,215+425.10%Add
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#31$1.7M67,675$375,57315,652+52,023+332.37%Add
Kestra Advisory Services, LLC
<0.01%0.01%#15$1.5M59,897$1.8M75,305-15,408-20.46%Reduce
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#20$1.5M58,602$988,10041,179+17,423+42.31%Add
MACROVIEW INVESTMENT MANAGEMENT LLC
0.85%0.91%#2$1.4M55,029$1.3M54,372+657+1.21%Add
HARBOUR INVESTMENTS, INC.
0.01%<0.01%#11$1.1M43,985$198,0328,253+35,732+432.96%Add
Diligent Investors, LLC
0.24%#4$1.1M43,700$00+43,700New Buy
Apollon Wealth Management, LLC
0.01%0.02%#13$1.0M40,630$988,12241,180-550-1.34%Reduce
Sequent Planning LLC
0.19%0.14%#5$906,14336,379$593,85724,749+11,630+46.99%Add
RAYMOND JAMES FINANCIAL INC
<0.01%#29$660,12226,502$00+26,502New Buy
US BANCORP \DE\
<0.01%#26$466,95818,747$00+18,747New Buy
VestGen Advisors, LLC
0.01%0.01%#12$463,39618,604$265,47710,765+7,839+72.82%Add
UPTICK PARTNERS, LLC
0.06%0.06%#7$415,09816,665$305,50712,732+3,933+30.89%Add
DHJJ Financial Advisors, Ltd.
0.11%0.12%#6$390,96315,696$355,58514,819+877+5.92%Add
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#32$377,58615,159$326,52713,608+1,551+11.40%Add
MML INVESTORS SERVICES, LLC
<0.01%#24$364,60914,638$00+14,638New Buy
Focus Financial Network, Inc.
0.01%0.01%#14$301,64112,110$314,57713,110-1,000-7.63%Reduce
Steward Partners Investment Advisory, LLC
<0.01%<0.01%#21$283,15911,368$272,77711,36800.00%Unchanged
Wood Tarver Financial Group, LLC
0.06%#8$261,48810,498$00+10,498New Buy
Brookstone Capital Management
<0.01%<0.01%#18$250,32910,050$245,95110,250-200-1.95%Reduce
PARK AVENUE SECURITIES LLC
<0.01%<0.01%#22$210,4018,447$212,0008,830-383-4.34%Reduce
AE Wealth Management LLC
<0.01%<0.01%#25$137,4945,520$132,4545,52000.00%Unchanged
OSAIC HOLDINGS, INC.
<0.01%<0.01%#30$130,7245,248$96,0004,000+1,248+31.20%Add
Integrity Financial Corp /WA
0.06%0.06%#9$123,2474,948$118,7284,94800.00%Unchanged
Capital Investment Advisory Services, LLC
<0.01%#17$43,7141,755$00+1,755New Buy
CREATIVE FINANCIAL DESIGNS INC /ADV
<0.01%<0.01%#23$17,710711$14,973624+87+13.94%Add
UBS Group AG
<0.01%<0.01%#34$13,699550$8,686362+188+51.93%Add
Signature Equity Partners, LLC
<0.01%<0.01%#16$8,917358$8,59035800.00%Unchanged
MORGAN STANLEY
<0.01%<0.01%#35$5,480220$5,12722000.00%Unchanged
LANARK FINANCIAL, INC.
<0.01%#28$5,056203$00+203New Buy
Pinnacle Wealth Planning Services, Inc.
<0.01%<0.01%#33$1496$4,775199-193-96.98%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow