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

FIRST TR EXCHNG TRADED FD VI

CRPT
Institutions
65
Combined AUM (Q2 2026)
$53.2M
Combined Shares (Q2 2026)
4.7M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+687,800
31 · 10 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-312,190
35 · 15 Exit · ≈
⚖️ Net
+375,610
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$53.2M
Institutions
65
New Buys
10
Adds
21
Reduces
20
Exits
15
Unchanged
14
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Gradient Investments LLC
0.37%0.39%#3$26.6M2.3M$25.2M2.2M+177,354+8.20%Add
Mattson Financial Services, LLC
0.81%0.92%#1$4.0M338,697$3.8M329,674+9,023+2.74%Add
GTS SECURITIES LLC
0.08%0.04%#9$3.6M313,948$1.0M86,219+227,729+264.13%Add
Cetera Investment Advisers
<0.01%<0.01%#30$2.0M171,850$2.0M170,356+1,494+0.88%Add
TOUNJIAN ADVISORY PARTNERS, LLC
0.78%#2$1.8M161,312$00+161,312New Buy
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#26$1.4M123,414$1.5M124,952-1,538-1.23%Reduce
MANCHESTER FINANCIAL INC
0.24%0.22%#6$1.3M117,019$1.1M98,583+18,436+18.70%Add
MONEY CONCEPTS CAPITAL CORP
0.06%0.07%#10$1.3M110,278$1.2M102,910+7,368+7.16%Add
STIFEL FINANCIAL CORP
<0.01%<0.01%#36$827,65972,857$617,02253,009+19,848+37.44%Add
COMPASS CAPITAL CORP /MA/ /ADV
0.25%0.34%#5$757,78165,894$957,34461,804+4,090+6.62%Add
LPL Financial LLC
<0.01%<0.01%#47$747,96565,842$888,02776,291-10,449-13.70%Reduce
SILVER OAK SECURITIES, INCORPORATED
0.04%0.05%#11$693,96061,088$632,47154,336+6,752+12.43%Add
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#35$648,33057,072$865,03074,315-17,243-23.20%Reduce
MML INVESTORS SERVICES, LLC
<0.01%<0.01%#33$548,65148,297$566,87048,700-403-0.83%Reduce
HighTower Advisors, LLC
<0.01%<0.01%#38$538,30647,386$546,62046,960+426+0.91%Add
OSAIC HOLDINGS, INC.
<0.01%<0.01%#37$502,48744,231$618,73553,154-8,923-16.79%Reduce
Paladin Wealth, LLC
0.29%0.31%#4$500,56744,064$450,96938,743+5,321+13.73%Add
OLD MISSION CAPITAL LLC
0.01%0.01%#20$479,88042,243$490,61442,149+94+0.22%Add
JANE STREET GROUP, LLC
<0.01%<0.01%#55$471,71341,524$1.8M153,776-112,252-73.00%Reduce
CITADEL ADVISORS LLC
<0.01%<0.01%#53$450,52639,659$503,70943,274-3,615-8.35%Reduce
WEDBUSH SECURITIES INC
0.01%0.01%#17$397,44134,986$349,00029,940+5,046+16.85%Add
Brown Financial Advisors
0.1%0.1%#7$297,33726,174$259,97922,335+3,839+17.19%Add
INTEGRITY ALLIANCE, LLC.
0.01%0.01%#18$285,62425,143$280,18924,071+1,072+4.45%Add
Rockefeller Capital Management L.P.
<0.01%<0.01%#40$267,94723,586$283,86324,386-800-3.28%Reduce
Sigma Planning Corp
0.01%<0.01%#21$228,24020,092$150,75612,952+7,140+55.13%Add
KESTRA PRIVATE WEALTH SERVICES, LLC
<0.01%<0.01%#27$218,79419,260$338,81029,107-9,847-33.83%Reduce
MJP ASSOCIATES INC /ADV
0.02%0.03%#13$204,54818,006$209,59018,00600.00%Unchanged
Advisor OS, LLC
0.01%0.02%#15$204,54818,006$209,59018,00600.00%Unchanged
Clear Creek Financial Management, LLC
0.01%0.03%#16$201,94717,777$353,22730,346-12,569-41.42%Reduce
Centric Wealth Management
0.03%0.04%#12$197,94812,820$197,94812,82000.00%Unchanged
Ashton Thomas Private Wealth, LLC
<0.01%<0.01%#24$195,75117,232$201,82117,339-107-0.62%Reduce
HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#29$161,44014,211$165,41914,21100.00%Unchanged
Kestra Advisory Services, LLC
<0.01%<0.01%#39$158,45513,948$294,04325,261-11,313-44.78%Reduce
Western Wealth Management, LLC
<0.01%0.01%#22$142,22712,520$151,43613,010-490-3.77%Reduce
Truvestments Capital LLC
0.02%0.01%#14$140,72812,388$75,3816,476+5,912+91.29%Add
Janney Montgomery Scott LLC
<0.01%<0.01%#44$131,71911,595$149,00012,758-1,163-9.12%Reduce
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#56$129,97811,442$176,59415,171-3,729-24.58%Reduce
Nilsine Partners, LLC
0.01%0.01%#19$127,51211,225$164,25711,22500.00%Unchanged
ELEVATION POINT WEALTH PARTNERS, LLC
<0.01%#28$119,82810,548$00+10,548New Buy
Sherman Asset Management, Inc.
0.08%0.14%#8$109,3639,627$153,62513,198-3,571-27.06%Reduce
Cassaday & Co Wealth Management LLC
<0.01%<0.01%#31$88,2567,769$56,7224,873+2,896+59.43%Add
Steward Partners Investment Advisory, LLC
<0.01%#42$63,2415,567$00+5,567New Buy
Arax Advisory Partners
<0.01%#41$51,1204,500$00+4,500New Buy
MERCER GLOBAL ADVISORS INC /ADV
<0.01%#58$13,9611,229$00+1,229New Buy
MORGAN STANLEY
<0.01%<0.01%#63$10,553929$22,4681,008-79-7.84%Reduce
Manchester Capital Management LLC
<0.01%<0.01%#34$8,407740$8,61474000.00%Unchanged
MCGUIRE CAPITAL ADVISORS INC
<0.01%<0.01%#23$8,372737$6,856589+148+25.13%Add
NewEdge Advisors, LLC
<0.01%<0.01%#59$4,589404$4,70340400.00%Unchanged
CoreCap Advisors, LLC
<0.01%<0.01%#49$4,589404$2,293197+207+105.08%Add
N.E.W. Advisory Services LLC
<0.01%<0.01%#43$3,844338$3,93933800.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow