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

FIRST TR EXCHNG TRADED FD VI

SFEB
Institutions
51
Combined AUM (Q2 2026)
$43.0M
Combined Shares (Q2 2026)
1.6M
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+189,265
20 · 9 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-433,242
32 · 11 Exit · ≈
⚖️ Net
-243,977
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$43.0M
Institutions
51
New Buys
9
Adds
11
Reduces
21
Exits
11
Unchanged
10
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
OSAIC HOLDINGS, INC.
<0.01%<0.01%#27$4.2M159,301$3.4M142,600+16,701+11.71%Add
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#40$4.1M154,683$3.4M142,568+12,115+8.50%Add
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#32$3.1M119,117$1.8M76,067+43,050+56.59%Add
Cetera Investment Advisers
<0.01%<0.01%#35$3.0M114,153$2.5M106,328+7,825+7.36%Add
Diligent Investors, LLC
0.61%0.61%#2$2.7M103,835$2.5M104,290-455-0.44%Reduce
LPL Financial LLC
<0.01%<0.01%#44$2.6M99,862$1.8M76,517+23,345+30.51%Add
Maia Wealth LLC
0.38%0.41%#4$2.6M97,769$2.4M102,725-4,956-4.82%Reduce
MGO ONE SEVEN LLC
0.04%0.05%#11$2.3M86,925$2.5M104,682-17,757-16.96%Reduce
Kestra Advisory Services, LLC
0.01%0.01%#23$2.1M79,410$1.9M81,145-1,735-2.14%Reduce
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#45$2.1M78,497$2.2M90,838-12,341-13.59%Reduce
BFI Wealth Solutions, LLC
1.19%3.2%#1$1.6M61,374$3.3M139,169-77,795-55.90%Reduce
TRUIST FINANCIAL CORP
<0.01%<0.01%#37$1.4M54,728$1.4M59,794-5,066-8.47%Reduce
Grantvest Financial Group LLC
0.5%0.49%#3$861,92632,842$759,78731,991+851+2.66%Add
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%<0.01%#39$700,38826,938$221,86430,270-3,332-11.01%Reduce
PARK AVENUE SECURITIES LLC
<0.01%<0.01%#30$689,15726,259$467,00019,675+6,584+33.46%Add
Private Advisor Group, LLC
<0.01%<0.01%#36$573,83821,865$519,29421,86500.00%Unchanged
Keystone Wealth Services, LLC
0.1%0.11%#5$549,58820,941$497,34920,94100.00%Unchanged
Harvest Investment Services, LLC
0.08%#7$544,94320,764$00+20,764New Buy
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%#50$538,67020,525$00+20,525New Buy
HARBOUR INVESTMENTS, INC.
0.01%0.01%#22$528,77620,148$854,47835,978-15,830-44.00%Reduce
NorthCrest Asset Manangement, LLC
0.01%0.02%#18$507,29519,355$501,58920,987-1,632-7.78%Reduce
SOA Wealth Advisors, LLC.
0.04%0.08%#10$493,63518,809$462,43619,471-662-3.40%Reduce
Arkadios Wealth Advisors
0.01%0.01%#21$488,88418,628$516,49121,747-3,119-14.34%Reduce
SILVER OAK SECURITIES, INCORPORATED
0.03%0.03%#14$454,79317,329$397,07616,719+610+3.65%Add
Marshall Financial Group, LLC
0.07%0.06%#8$447,47617,050$355,44314,966+2,084+13.92%Add
Fragasso Financial Advisors Inc
0.02%0.03%#15$412,04015,700$474,82719,768-4,068-20.58%Reduce
OLD MISSION CAPITAL LLC
0.01%0.01%#24$391,98914,936$515,44621,703-6,767-31.18%Reduce
Janney Montgomery Scott LLC
<0.01%<0.01%#43$322,41512,285$297,00012,485-200-1.60%Reduce
Mariner, LLC
<0.01%<0.01%#46$307,06211,700$301,62512,700-1,000-7.87%Reduce
Quad-Cities Investment Group, LLC
0.09%#6$249,0099,488$00+9,488New Buy
Sigma Planning Corp
0.01%0.01%#25$241,1779,190$218,5629,203-13-0.14%Reduce
Crusonia Wealth Advisors LLC
0.04%0.04%#12$224,3918,550$203,0638,55000.00%Unchanged
Main Street Financial Solutions, LLC
0.01%#17$221,7678,450$00+8,450New Buy
Ameritas Advisory Services, LLC
<0.01%0.01%#29$216,8338,262$199,5488,402-140-1.67%Reduce
Capital Analysts, LLC
<0.01%<0.01%#28$211,7158,067$152,0006,471+1,596+24.66%Add
Cresset Asset Management, LLC
<0.01%#42$203,0027,735$00+7,735New Buy
Spire Wealth Management
0.01%0.01%#26$183,0566,975$181,4267,639-664-8.69%Reduce
DHJJ Financial Advisors, Ltd.
0.05%0.05%#9$159,0436,060$143,9256,06000.00%Unchanged
FIDUCIARY FINANCIAL ADVISORS
0.01%#20$87,2643,325$00+3,325New Buy
Dunhill Financial, LLC
0.02%0.02%#16$75,0592,860$67,9252,86000.00%Unchanged
CREATIVE FINANCIAL DESIGNS INC /ADV
<0.01%#34$68,6302,615$00+2,615New Buy
CX Institutional
<0.01%<0.01%#38$43,9071,673$97,0004,082-2,409-59.02%Reduce
Steward Partners Investment Advisory, LLC
<0.01%<0.01%#47$38,9991,486$35,2931,48600.00%Unchanged
Benson Wealth Management INC
0.04%0.05%#13$36,1391,377$34,2481,442-65-4.51%Reduce
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
<0.01%<0.01%#31$32,8581,252$29,7351,25200.00%Unchanged
WELLS FARGO & COMPANY/MN
<0.01%<0.01%#51$30,3131,155$6,650280+875+312.50%Add
Topsail Wealth Management, LLC
<0.01%<0.01%#33$27,5571,050$24,9381,05000.00%Unchanged
Noble Wealth Management PBC
0.01%0.01%#19$20,996800$19,00080000.00%Unchanged
LANARK FINANCIAL, INC.
<0.01%#41$15,116576$00+576New Buy
Ameritas Investment Partners, Inc.
<0.01%<0.01%#48$5,643215$5,10621500.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow