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

FIRST TR EXCHNG TRADED FD VI

XJUL
Institutions
44
Combined AUM (Q2 2026)
$31.2M
Combined Shares (Q2 2026)
765,935
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+100,162
9 · 5 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-467,081
31 · 14 Exit · ≈
⚖️ Net
-366,919
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$31.2M
Institutions
44
New Buys
5
Adds
4
Reduces
17
Exits
14
Unchanged
18
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
OSAIC HOLDINGS, INC.
0.01%0.01%#21$5.0M122,929$4.7M121,495+1,434+1.18%Add
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#23$2.3M57,038$2.2M57,03800.00%Unchanged
Kestra Advisory Services, LLC
0.01%0.01%#19$2.1M51,373$2.3M57,883-6,510-11.25%Reduce
CROSSPOINT FINANCIAL, LLC
4.77%5%#1$2.1M51,200$2.0M51,20000.00%Unchanged
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#38$2.0M49,907$322,4558,291+41,616+501.94%Add
Cetera Investment Advisers
<0.01%0.01%#28$1.6M38,622$5.1M132,330-93,708-70.81%Reduce
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#36$1.4M33,957$8.1M207,067-173,110-83.60%Reduce
World Investment Advisors
0.02%0.02%#11$1.3M32,649$1.3M34,295-1,646-4.80%Reduce
Diligent Investors, LLC
0.29%0.34%#3$1.3M31,987$1.4M35,737-3,750-10.49%Reduce
Griffith & Werner, Inc.
0.56%0.57%#2$1.2M29,600$1.2M29,60000.00%Unchanged
Mariner, LLC
<0.01%<0.01%#30$1.1M26,032$1.1M27,711-1,679-6.06%Reduce
OLD MISSION CAPITAL LLC
0.02%0.02%#14$956,23223,486$1.0M26,438-2,952-11.17%Reduce
CreativeOne Wealth, LLC
0.02%0.03%#12$842,55620,694$1.4M36,228-15,534-42.88%Reduce
Steward Partners Investment Advisory, LLC
<0.01%<0.01%#22$745,08518,300$725,34018,650-350-1.88%Reduce
Summit Financial, LLC
0.01%#18$691,42216,982$00+16,982New Buy
HRT FINANCIAL LP
<0.01%#29$665,52816,346$00+16,346New Buy
LPL Financial LLC
<0.01%<0.01%#39$581,12514,273$594,00115,273-1,000-6.55%Reduce
SILVER OAK SECURITIES, INCORPORATED
0.03%0.06%#8$568,05613,952$854,03421,959-8,007-36.46%Reduce
Sequent Planning LLC
0.1%0.13%#6$478,40111,750$533,83413,726-1,976-14.40%Reduce
IFP Advisors, Inc
0.01%<0.01%#17$477,01711,716$227,8315,858+5,858+100.00%Add
Keel Point, LLC
0.02%0.02%#10$392,3309,636$374,7659,63600.00%Unchanged
PFS Partners, LLC
0.15%0.17%#5$378,3659,293$371,3829,549-256-2.68%Reduce
GOLDMAN SACHS GROUP INC
<0.01%#42$341,6408,391$00+8,391New Buy
Chicago Partners Investment Group LLC
0.01%0.01%#20$303,2157,450$298,1497,45000.00%Unchanged
Pitti Group Wealth Management, LLC
0.2%0.22%#4$277,4736,815$265,4396,825-10-0.15%Reduce
UBS Group AG
<0.01%<0.01%#41$261,7576,429$21,624556+5,873+1,056.29%Add
FSB PREMIER WEALTH MANAGEMENT, INC.
0.07%0.07%#7$241,3185,927$230,5145,92700.00%Unchanged
Aptus Capital Advisors, LLC
<0.01%<0.01%#26$238,7935,865$228,1035,86500.00%Unchanged
GUARDIAN WEALTH ADVISORS, LLC / NC
0.01%0.01%#15$238,7935,865$228,1035,86500.00%Unchanged
Foguth Wealth Management, LLC.
0.03%0.03%#9$228,3425,598$226,9995,59800.00%Unchanged
BARCLAYS PLC
<0.01%<0.01%#40$205,7335,053$196,5225,05300.00%Unchanged
Geneos Wealth Management Inc.
<0.01%<0.01%#24$134,3603,300$128,3443,30000.00%Unchanged
JPMORGAN CHASE & CO
<0.01%<0.01%#43$128,8813,167$297,7647,758-4,591-59.18%Reduce
EP Wealth Advisors, LLC
<0.01%#34$104,3122,562$00+2,562New Buy
Triumph Capital Management
0.01%0.01%#16$65,1441,600$62,2281,60000.00%Unchanged
DHJJ Financial Advisors, Ltd.
0.02%0.02%#13$61,8471,519$59,0781,51900.00%Unchanged
Farther Finance Advisors, LLC
<0.01%#35$44,7871,100$00+1,100New Buy
Allworth Financial LP
<0.01%<0.01%#37$40,268989$44,0651,133-144-12.71%Reduce
Ashton Thomas Private Wealth, LLC
<0.01%<0.01%#32$30,048738$28,70273800.00%Unchanged
Pinnacle Wealth Planning Services, Inc.
<0.01%<0.01%#25$27,035664$25,82466400.00%Unchanged
Smartleaf Asset Management LLC
<0.01%<0.01%#31$24,865611$23,45161100.00%Unchanged
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
<0.01%<0.01%#27$12,215300$11,66830000.00%Unchanged
Capital Investment Advisory Services, LLC
<0.01%<0.01%#33$7,247178$34,964899-721-80.20%Reduce
MORGAN STANLEY
<0.01%<0.01%#44$3,74692$3,5309200.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow