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

FIRST TR EXCHNG TRADED FD VI

XISE
Institutions
41
Combined AUM (Q2 2026)
$24.0M
Combined Shares (Q2 2026)
787,388
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+48,333
14 · 3 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-193,149
22 · 5 Exit · ≈
⚖️ Net
-144,816
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$24.0M
Institutions
41
New Buys
3
Adds
11
Reduces
17
Exits
5
Unchanged
10
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Advisory Resource Group
0.63%0.72%#1$4.2M138,505$4.2M139,824-1,319-0.94%Reduce
STEPHENS INC /AR/
0.03%0.04%#12$3.1M101,873$3.2M105,253-3,380-3.21%Reduce
Advisory Services Network, LLC
0.02%0.02%#15$1.9M63,017$1.9M62,227+790+1.27%Add
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#31$1.8M57,753$884,30729,507+28,246+95.73%Add
Cetera Investment Advisers
<0.01%<0.01%#26$1.4M46,051$1.5M48,513-2,462-5.07%Reduce
Mariner, LLC
<0.01%<0.01%#27$1.1M35,143$1.1M37,431-2,288-6.11%Reduce
Triad Wealth Partners, LLC
0.06%0.35%#9$1.0M34,576$4.4M146,291-111,715-76.36%Reduce
Kestra Advisory Services, LLC
<0.01%<0.01%#23$945,17531,015$1.1M35,413-4,398-12.42%Reduce
OLD MISSION CAPITAL LLC
0.01%0.01%#16$774,36925,410$697,23823,265+2,145+9.22%Add
Presidio Capital Management, LLC
0.16%0.18%#2$645,03421,166$634,33221,16600.00%Unchanged
MONEY CONCEPTS CAPITAL CORP
0.03%0.03%#14$598,47219,638$580,91219,383+255+1.32%Add
Weaver Consulting Group
0.12%0.14%#4$586,79619,255$577,06119,25500.00%Unchanged
Accel Wealth Management
0.13%0.17%#3$572,47818,785$643,48521,471-2,686-12.51%Reduce
LVZ, Inc.
0.05%0.06%#10$510,36016,747$501,08516,720+27+0.16%Add
HARBOUR INVESTMENTS, INC.
0.01%0.01%#19$432,92314,206$461,79515,408-1,202-7.80%Reduce
Grant Street Asset Management, Inc.
0.07%0.08%#8$405,16613,295$393,91713,144+151+1.15%Add
Kingsview Wealth Management, LLC
0.01%<0.01%#18$353,48711,795$353,48711,79500.00%Unchanged
QTR Family Wealth, LLC
0.12%0.15%#5$335,81611,019$364,12812,019-1,000-8.32%Reduce
JPMORGAN CHASE & CO
<0.01%<0.01%#38$327,30010,747$318,32610,74700.00%Unchanged
FSB PREMIER WEALTH MANAGEMENT, INC.
0.09%0.1%#6$323,56010,617$320,00310,678-61-0.57%Reduce
Rockefeller Capital Management L.P.
<0.01%<0.01%#29$302,5259,927$313,30010,454-527-5.04%Reduce
Prospera Financial Services Inc
<0.01%<0.01%#22$257,0688,434$256,2438,549-115-1.35%Reduce
Summit Financial, LLC
<0.01%#25$251,4198,250$00+8,250New Buy
Focus Financial Network, Inc.
0.01%0.01%#17$247,9138,135$245,6238,196-61-0.74%Reduce
TCFG Investment Advisors, LLC
0.08%0.09%#7$246,1478,077$242,0638,07700.00%Unchanged
LPL Financial LLC
<0.01%<0.01%#35$235,5727,730$256,8688,571-841-9.81%Reduce
Integrated Wealth Concepts LLC
<0.01%<0.01%#28$206,4086,773$202,1146,744+29+0.43%Add
UPTICK PARTNERS, LLC
0.03%0.04%#13$204,7926,720$207,3586,919-199-2.88%Reduce
Keystone Wealth Services, LLC
0.04%#11$201,9306,626$00+6,626New Buy
BARCLAYS PLC
<0.01%<0.01%#36$200,8006,589$197,4686,58900.00%Unchanged
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
<0.01%0.02%#24$91,0203,000$221,1967,413-4,413-59.53%Reduce
OSAIC HOLDINGS, INC.
<0.01%<0.01%#34$66,2922,175$19,570653+1,522+233.08%Add
Capital Investment Advisory Services, LLC
<0.01%<0.01%#21$60,9502,000$59,9392,00000.00%Unchanged
Ritter Daniher Financial Advisory LLC / DE
<0.01%<0.01%#20$29,916982$28,981967+15+1.55%Add
Farther Finance Advisors, LLC
<0.01%<0.01%#32$14,137464$13,730460+4+0.87%Add
CoreCap Advisors, LLC
<0.01%<0.01%#30$10,184334$9,866329+5+1.52%Add
MERCER GLOBAL ADVISORS INC /ADV
<0.01%#40$8,167268$00+268New Buy
AE Wealth Management LLC
<0.01%<0.01%#37$7,223237$7,10323700.00%Unchanged
UBS Group AG
<0.01%<0.01%#41$1,24941$17,742592-551-93.07%Reduce
DHJJ Financial Advisors, Ltd.
<0.01%<0.01%#33$30510$3001000.00%Unchanged
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
<0.01%<0.01%#39$913$90300.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow