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

FIRST TR EXCHNG TRADED FD VI

XFEB
Institutions
27
Combined AUM (Q2 2026)
$20.9M
Combined Shares (Q2 2026)
560,152
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+31,565
8 · 3 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-115,917
13 · 3 Exit · ≈
⚖️ Net
-84,352
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$20.9M
Institutions
27
New Buys
3
Adds
5
Reduces
10
Exits
3
Unchanged
9
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
LPL Financial LLC
<0.01%<0.01%#20$4.1M108,458$3.8M108,45800.00%Unchanged
Diligent Investors, LLC
0.58%0.61%#1$2.6M69,902$2.5M70,359-457-0.65%Reduce
OSAIC HOLDINGS, INC.
<0.01%<0.01%#17$2.5M67,339$2.3M64,896+2,443+3.76%Add
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#18$2.1M56,709$2.0M57,895-1,186-2.05%Reduce
Arkadios Wealth Advisors
0.02%0.02%#10$1.4M37,659$1.3M37,849-190-0.50%Reduce
Brookstone Capital Management
0.01%0.01%#12$1.1M29,333$942,48126,771+2,562+9.57%Add
Kestra Advisory Services, LLC
<0.01%<0.01%#19$812,21921,720$1.3M36,432-14,712-40.38%Reduce
Cetera Investment Advisers
<0.01%<0.01%#21$761,96820,376$596,84216,953+3,423+20.19%Add
Steward Partners Investment Advisory, LLC
<0.01%<0.01%#15$700,22118,725$687,38319,525-800-4.10%Reduce
LifeWealth Investments, LLC
0.16%0.17%#2$603,81716,147$568,46016,14700.00%Unchanged
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#25$566,57215,151$427,53312,144+3,007+24.76%Add
HARBOUR INVESTMENTS, INC.
0.01%0.01%#13$509,80613,633$576,27616,369-2,736-16.71%Reduce
Harvest Investment Services, LLC
0.07%#4$480,26412,843$00+12,843New Buy
OneDigital Investment Advisors LLC
<0.01%<0.01%#14$449,67512,025$423,34412,02500.00%Unchanged
Clear Point Advisors Inc.
0.03%0.05%#9$387,68111,012$387,68111,01200.00%Unchanged
Sequent Planning LLC
0.07%0.06%#5$308,8838,260$262,1747,447+813+10.92%Add
UPTICK PARTNERS, LLC
0.05%0.06%#6$293,7007,854$276,5027,85400.00%Unchanged
PFS Partners, LLC
0.11%0.12%#3$275,7897,375$271,1177,701-326-4.23%Reduce
JPMORGAN CHASE & CO
<0.01%#27$224,6656,024$00+6,024New Buy
BARCLAYS PLC
<0.01%<0.01%#26$207,2435,542$195,1085,54200.00%Unchanged
IFP Advisors, Inc
<0.01%0.01%#16$177,9254,758$335,0149,516-4,758-50.00%Reduce
DHJJ Financial Advisors, Ltd.
0.04%0.05%#7$155,5644,160$164,2334,665-505-10.83%Reduce
Luken Investment Analytics, LLC
0.04%0.05%#8$126,6573,387$119,2403,38700.00%Unchanged
Integrity Financial Corp /WA
0.02%0.03%#11$33,917907$50,3791,431-524-36.62%Reduce
Farther Finance Advisors, LLC
<0.01%#24$16,828450$00+450New Buy
CX Institutional
<0.01%<0.01%#22$11,331303$11,00030300.00%Unchanged
CREATIVE FINANCIAL DESIGNS INC /ADV
<0.01%<0.01%#23$3,740100$3,52110000.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow