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

FIRST TR EXCHNG TRADED FD VI

JULM
Institutions
35
Combined AUM (Q2 2026)
$10.5M
Combined Shares (Q2 2026)
304,176
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+27,741
11 · 3 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-68,640
13 · 6 Exit · ≈
⚖️ Net
-40,899
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$10.5M
Institutions
35
New Buys
3
Adds
8
Reduces
7
Exits
6
Unchanged
17
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Glen Eagle Advisors, LLC
0.11%0.11%#2$844,01624,390$818,43124,39000.00%Unchanged
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#29$800,65623,137$561,22416,725+6,412+38.34%Add
Strategic Blueprint, LLC
0.04%0.04%#6$716,39320,702$655,61719,538+1,164+5.96%Add
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#23$663,24019,166$610,92018,206+960+5.27%Add
Mutual Advisors, LLC
0.01%0.01%#12$553,81816,004$594,07517,704-1,700-9.60%Reduce
IFP Advisors, Inc
0.01%<0.01%#13$454,01813,120$220,1276,560+6,560+100.00%Add
OLD MISSION CAPITAL LLC
0.01%0.01%#14$453,08313,093$823,39724,538-11,445-46.64%Reduce
Arete Wealth Advisors, LLC
0.01%0.03%#9$451,59513,050$437,17613,05000.00%Unchanged
Kestra Advisory Services, LLC
<0.01%<0.01%#19$420,38212,148$407,63812,14800.00%Unchanged
NORDEN GROUP LLC
0.03%0.04%#7$415,26012,000$402,67212,00000.00%Unchanged
Madrona Financial Services, LLC
0.07%0.08%#4$386,26111,162$374,55211,16200.00%Unchanged
GOLDMAN SACHS GROUP INC
<0.01%<0.01%#32$381,17411,015$320,9639,565+1,450+15.16%Add
Cetera Investment Advisers
<0.01%<0.01%#26$378,92510,950$477,33414,225-3,275-23.02%Reduce
Crusonia Wealth Advisors LLC
0.06%0.07%#5$374,42610,820$363,07610,82000.00%Unchanged
AE Wealth Management LLC
<0.01%<0.01%#18$328,8179,502$330,0909,837-335-3.41%Reduce
Cresset Asset Management, LLC
<0.01%<0.01%#20$324,2839,371$314,4539,37100.00%Unchanged
MML INVESTORS SERVICES, LLC
<0.01%<0.01%#25$319,0939,221$206,0346,140+3,081+50.18%Add
Ergawealth Advisors, Inc.
0.12%0.13%#1$306,5318,858$297,2398,85800.00%Unchanged
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#28$301,2718,706$292,1398,70600.00%Unchanged
LPL Financial LLC
<0.01%<0.01%#30$264,4517,642$664,24119,795-12,153-61.39%Reduce
Clear Creek Financial Management, LLC
0.01%0.03%#10$209,6726,059$337,07010,045-3,986-39.68%Reduce
Foguth Wealth Management, LLC.
0.02%0.02%#8$204,0895,890$207,0226,005-115-1.92%Reduce
Gallagher Fiduciary Advisors, LLC
0.01%#15$203,5245,881$00+5,881New Buy
BARCLAYS PLC
<0.01%<0.01%#31$199,2905,759$193,2495,75900.00%Unchanged
JPMORGAN CHASE & CO
<0.01%<0.01%#34$94,7692,739$91,2732,73900.00%Unchanged
Capital Analysts, LLC
<0.01%<0.01%#17$85,5092,471$83,0002,47100.00%Unchanged
OSAIC HOLDINGS, INC.
<0.01%<0.01%#27$77,1002,228$74,7632,22800.00%Unchanged
Financial Network Wealth Advisors LLC
0.08%0.07%#3$74,0552,140$71,8102,14000.00%Unchanged
HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#22$63,8461,845$61,9111,84500.00%Unchanged
Geneos Wealth Management Inc.
<0.01%<0.01%#21$44,9871,300$21,811650+650+100.00%Add
Buck Wealth Strategies, LLC
<0.01%#16$44,9871,300$00+1,300New Buy
UBS Group AG
<0.01%<0.01%#35$32,183930$25,066747+183+24.50%Add
Integrity Financial Corp /WA
0.01%0.01%#11$26,438764$25,63776400.00%Unchanged
CX Institutional
<0.01%<0.01%#24$24,673713$24,00071300.00%Unchanged
Clearstead Advisors, LLC
<0.01%#33$3,461100$00+100New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow