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

FIRST TR EXCHNG TRADED FD VI

SMAY
Institutions
65
Combined AUM (Q2 2026)
$38.1M
Combined Shares (Q2 2026)
1.3M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+342,881
39 · 18 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-172,955
27 · 9 Exit · ≈
⚖️ Net
+169,926
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$38.1M
Institutions
65
New Buys
18
Adds
21
Reduces
18
Exits
9
Unchanged
8
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
MGO ONE SEVEN LLC
0.05%0.06%#15$3.2M112,893$3.0M114,898-2,005-1.75%Reduce
Cetera Investment Advisers
<0.01%<0.01%#44$3.0M106,310$2.6M99,950+6,360+6.36%Add
LPL Financial LLC
<0.01%<0.01%#54$2.6M91,607$1.8M69,854+21,753+31.14%Add
OSAIC HOLDINGS, INC.
<0.01%<0.01%#43$2.4M85,364$1.7M64,030+21,334+33.32%Add
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#62$2.3M81,155$491,26618,673+62,482+334.61%Add
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#47$1.5M53,174$1.1M40,299+12,875+31.95%Add
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#58$1.3M46,856$1.2M43,964+2,892+6.58%Add
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#57$1.3M44,895$769,90429,264+15,631+53.41%Add
Kestra Advisory Services, LLC
<0.01%<0.01%#42$1.1M38,093$950,19936,117+1,976+5.47%Add
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%<0.01%#48$1.1M38,445$69,20737,342+1,103+2.95%Add
BFI Wealth Solutions, LLC
0.79%1%#1$1.1M37,666$1.0M39,438-1,772-4.49%Reduce
SMART Wealth LLC
0.23%0.48%#6$1.1M37,657$1.6M61,986-24,329-39.25%Reduce
NorthCrest Asset Manangement, LLC
0.03%0.03%#18$982,05134,726$918,68734,72600.00%Unchanged
First Heartland Consultants, Inc.
0.06%0.06%#14$936,88133,012$841,88532,000+1,012+3.16%Add
Ignite Planners, LLC
0.11%0.11%#10$779,48527,466$689,42426,205+1,261+4.81%Add
Jefferies Financial Group Inc.
<0.01%#37$760,15826,785$00+26,785New Buy
Lionshead Wealth Management, LLC
0.49%1.57%#2$758,88126,740$2.1M81,158-54,418-67.05%Reduce
Grantvest Financial Group LLC
0.39%0.39%#3$676,12523,824$598,81722,761+1,063+4.67%Add
Arkadios Wealth Advisors
0.01%0.01%#29$639,14622,521$711,81427,056-4,535-16.76%Reduce
Quad-Cities Investment Group, LLC
0.22%#7$609,97121,493$00+21,493New Buy
Diligent Investors, LLC
0.13%0.07%#8$598,81821,100$278,87410,600+10,500+99.06%Add
Optivise Advisory Services LLC
0.29%#5$574,18420,232$00+20,232New Buy
SOA Wealth Advisors, LLC.
0.04%0.09%#17$550,54419,399$499,34318,980+419+2.21%Add
StoneX Group Inc.
0.02%#19$484,33317,066$00+17,066New Buy
FSB PREMIER WEALTH MANAGEMENT, INC.
0.13%0.14%#9$469,12116,530$435,28116,545-15-0.09%Reduce
Csenge Advisory Group
0.02%#22$421,13114,839$00+14,839New Buy
PARK AVENUE SECURITIES LLC
<0.01%#45$383,61213,517$00+13,517New Buy
CreativeOne Wealth, LLC
0.01%#31$383,27213,505$00+13,505New Buy
Avidian Wealth Enterprises, LLC
0.01%0.01%#27$374,38913,192$337,54312,830+362+2.82%Add
Fragasso Financial Advisors Inc
0.02%0.02%#20$366,49912,914$342,54512,91400.00%Unchanged
FORTRESS PRIVATE LEDGER, LLC
0.1%0.11%#11$358,58112,635$345,93613,149-514-3.91%Reduce
Mariner, LLC
<0.01%<0.01%#56$343,39812,100$328,86112,500-400-3.20%Reduce
KINTRA WEALTH, LLC
0.02%0.02%#21$339,61911,819$318,36412,101-282-2.33%Reduce
Harvest Investment Services, LLC
0.05%0.06%#16$331,50711,681$316,54912,032-351-2.92%Reduce
Wood Tarver Financial Group, LLC
0.08%0.08%#13$322,59511,367$303,00011,518-151-1.31%Reduce
Benson Wealth Management INC
0.32%0.42%#4$322,08511,349$309,52411,765-416-3.54%Reduce
Geneos Wealth Management Inc.
0.01%<0.01%#33$316,72111,160$146,8045,580+5,580+100.00%Add
DHJJ Financial Advisors, Ltd.
0.08%0.05%#12$265,8939,369$155,4605,909+3,460+58.55%Add
Integrated Wealth Concepts LLC
<0.01%<0.01%#52$240,2268,463$222,6958,465-2-0.02%Reduce
GTS SECURITIES LLC
<0.01%#39$234,2208,253$00+8,253New Buy
LEVEL FOUR ADVISORY SERVICES, LLC
0.01%#34$225,2247,936$00+7,936New Buy
Sigma Planning Corp
0.01%0.01%#35$224,6287,915$208,5247,926-11-0.14%Reduce
Arax Advisory Partners
<0.01%#51$216,9657,645$00+7,645New Buy
SILVER OAK SECURITIES, INCORPORATED
0.01%#25$203,7977,181$00+7,181New Buy
Kovack Advisors, Inc.
0.01%#28$203,3647,178$00+7,178New Buy
Spire Wealth Management
0.01%0.01%#36$173,5726,116$160,9056,11600.00%Unchanged
Pinnacle Wealth Planning Services, Inc.
0.02%0.02%#23$163,3555,756$151,4345,75600.00%Unchanged
Capital Analysts, LLC
<0.01%<0.01%#41$162,5615,728$152,0005,820-92-1.58%Reduce
HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#46$150,7265,311$86,5563,290+2,021+61.43%Add
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
0.01%0.02%#24$117,1534,128$108,6034,12800.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow