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

FIRST TR EXCHNG TRADED FD VI

OCTM
Institutions
37
Combined AUM (Q2 2026)
$17.9M
Combined Shares (Q2 2026)
532,747
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+66,436
10 · 5 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-64,637
15 · 4 Exit · ≈
⚖️ Net
+1,799
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$17.9M
Institutions
37
New Buys
5
Adds
5
Reduces
11
Exits
4
Unchanged
16
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Kestra Advisory Services, LLC
0.01%0.01%#25$1.8M54,694$2.3M70,940-16,246-22.90%Reduce
HARBOUR INVESTMENTS, INC.
0.02%0.02%#16$1.4M42,783$1.3M40,009+2,774+6.93%Add
Apollon Wealth Management, LLC
0.01%0.02%#17$1.1M32,362$1.1M32,862-500-1.52%Reduce
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#35$1.0M31,095$601,83818,501+12,594+68.07%Add
LVZ, Inc.
0.1%0.1%#6$997,50829,688$865,75326,614+3,074+11.55%Add
Janney Montgomery Scott LLC
<0.01%<0.01%#27$789,55923,499$764,00023,49900.00%Unchanged
Capasso Planning Partners LLC
0.39%0.41%#1$783,47723,318$758,53423,31800.00%Unchanged
OLD MISSION CAPITAL LLC
0.01%#18$777,56423,142$00+23,142New Buy
FWG Investments, LLC.
0.37%0.43%#2$691,11220,569$669,11020,56900.00%Unchanged
Madrona Financial Services, LLC
0.11%0.13%#5$622,63618,531$602,81318,53100.00%Unchanged
Maia Wealth LLC
0.09%0.1%#7$611,58218,202$609,90518,749-547-2.92%Reduce
Buck Wealth Strategies, LLC
0.06%0.07%#12$609,49918,140$590,09418,14000.00%Unchanged
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#29$563,46516,770$783,42524,083-7,313-30.37%Reduce
Americana Partners, LLC
0.01%0.01%#19$529,53115,760$533,72016,407-647-3.94%Reduce
MGO ONE SEVEN LLC
0.01%0.01%#20$518,00715,417$501,51515,41700.00%Unchanged
Cetera Investment Advisers
<0.01%<0.01%#32$472,31114,057$461,27514,180-123-0.87%Reduce
Beacon Financial Advisory LLC
0.09%0.1%#8$455,94813,570$441,43213,57000.00%Unchanged
Mariner, LLC
<0.01%<0.01%#31$429,60612,786$388,99411,958+828+6.92%Add
BostonPremier Wealth LLC
0.18%0.21%#4$420,26512,508$406,88512,50800.00%Unchanged
Atria Investments, Inc
<0.01%<0.01%#26$388,00911,548$388,99411,958-410-3.43%Reduce
Ameritas Advisory Services, LLC
0.01%#21$374,63711,150$00+11,150New Buy
Geneos Wealth Management Inc.
0.01%0.01%#22$356,15910,600$279,7588,600+2,000+23.26%Add
WEALTHGARDEN F.S. LLC
0.18%0.21%#3$318,0389,465$308,2059,474-9-0.09%Reduce
Capital Analysts, LLC
0.01%0.01%#24$268,5967,994$261,0007,99400.00%Unchanged
PRECEDENT WEALTH PARTNERS, LLC
0.04%#14$253,8127,554$00+7,554New Buy
Gallagher Fiduciary Advisors, LLC
0.01%<0.01%#23$232,9366,933$225,5206,93300.00%Unchanged
MILESTONE ASSET MANAGEMENT, LLC
0.03%0.04%#15$205,5976,119$219,0246,733-614-9.12%Reduce
Integrity Financial Corp /WA
0.07%0.08%#10$149,4854,449$156,4694,810-361-7.51%Reduce
BARCLAYS PLC
<0.01%<0.01%#36$145,8564,341$141,2134,34100.00%Unchanged
EVOLUTION WEALTH MANAGEMENT INC.
0.07%0.08%#11$118,5733,529$114,8963,532-3-0.08%Reduce
TOUNJIAN ADVISORY PARTNERS, LLC
0.04%#13$100,3622,987$00+2,987New Buy
Farther Finance Advisors, LLC
<0.01%<0.01%#30$82,7902,464$80,2692,46400.00%Unchanged
Financial Network Wealth Advisors LLC
0.08%0.07%#9$75,5662,249$73,1602,24900.00%Unchanged
OSAIC HOLDINGS, INC.
<0.01%<0.01%#34$74,4232,215$72,0542,21500.00%Unchanged
AE Wealth Management LLC
<0.01%<0.01%#33$44,5531,326$43,1351,32600.00%Unchanged
Capital Investment Advisory Services, LLC
<0.01%<0.01%#28$20,160600$19,51860000.00%Unchanged
UBS Group AG
<0.01%#37$11,189333$00+333New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow