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

FIRST TR EXCHNG TRADED FD VI

XIMR
Institutions
24
Combined AUM (Q2 2026)
$26.3M
Combined Shares (Q2 2026)
836,770
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+107,497
16 · 3 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-77,805
10 · 3 Exit · ≈
⚖️ Net
+29,692
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$26.3M
Institutions
24
New Buys
3
Adds
13
Reduces
7
Exits
3
Unchanged
1
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Cetera Investment Advisers
0.01%0.01%#8$12.2M388,677$13.6M441,171-52,494-11.90%Reduce
STEPHENS INC /AR/
0.03%0.04%#6$3.1M98,533$3.2M102,639-4,106-4.00%Reduce
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#19$1.7M53,643$458,21314,824+38,819+261.87%Add
Advisory Resource Group
0.2%0.15%#2$1.4M42,987$890,58528,812+14,175+49.20%Add
Rockefeller Capital Management L.P.
<0.01%<0.01%#16$774,31824,597$840,04727,177-2,580-9.49%Reduce
Castleview Partners, LLC
0.32%0.43%#1$727,72323,117$845,76527,362-4,245-15.51%Reduce
LVZ, Inc.
0.07%0.06%#5$685,41421,773$501,20916,215+5,558+34.28%Add
OLD MISSION CAPITAL LLC
0.01%0.01%#9$671,15321,320$408,91113,229+8,091+61.16%Add
Kestra Advisory Services, LLC
<0.01%<0.01%#13$663,01121,061$779,87825,230-4,169-16.52%Reduce
CITADEL ADVISORS LLC
<0.01%<0.01%#22$599,75719,052$201,9366,533+12,519+191.63%Add
MML INVESTORS SERVICES, LLC
<0.01%<0.01%#15$596,56318,951$453,04614,657+4,294+29.30%Add
UPTICK PARTNERS, LLC
0.08%0.05%#4$503,64915,999$265,7668,598+7,401+86.08%Add
HARBOUR INVESTMENTS, INC.
0.01%<0.01%#12$440,34213,988$299,6749,695+4,293+44.28%Add
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#20$428,56913,614$378,89712,258+1,356+11.06%Add
Triad Wealth Partners, LLC
0.02%0.03%#7$393,25512,558$317,60310,275+2,283+22.22%Add
Accel Wealth Management
0.09%0.11%#3$384,31412,208$440,17514,240-2,032-14.27%Reduce
Focus Financial Network, Inc.
0.01%0.01%#10$322,09310,232$315,07210,193+39+0.38%Add
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#17$246,6707,836$239,2707,741+95+1.23%Add
MONEY CONCEPTS CAPITAL CORP
0.01%#11$206,8246,570$00+6,570New Buy
BARCLAYS PLC
<0.01%<0.01%#24$203,1096,452$199,4336,45200.00%Unchanged
OSAIC HOLDINGS, INC.
<0.01%#23$58,0491,844$00+1,844New Buy
Capital Investment Advisory Services, LLC
<0.01%<0.01%#14$31,4801,000$52,5471,700-700-41.18%Reduce
Farther Finance Advisors, LLC
<0.01%<0.01%#18$18,925601$18,518598+3+0.50%Add
Global Retirement Partners, LLC
<0.01%#21$4,942157$00+157New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow