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

FIRST TR EXCHNG TRADED FD VI

SAUG
Institutions
53
Combined AUM (Q2 2026)
$38.8M
Combined Shares (Q2 2026)
1.4M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+222,447
12 · 7 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-148,506
29 · 7 Exit · ≈
⚖️ Net
+73,941
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$38.8M
Institutions
53
New Buys
7
Adds
5
Reduces
22
Exits
7
Unchanged
19
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#42$3.1M111,965$2.9M112,994-1,029-0.91%Reduce
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#43$2.8M99,209$1.7M64,169+35,040+54.61%Add
ACORN FINANCIAL ADVISORY SERVICES INC /ADV
0.32%0.31%#4$2.4M87,337$2.2M87,33700.00%Unchanged
Cetera Investment Advisers
<0.01%<0.01%#34$2.4M85,959$2.4M91,388-5,429-5.94%Reduce
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#49$1.9M66,955$802,96431,189+35,766+114.68%Add
Kestra Advisory Services, LLC
0.01%0.01%#25$1.8M66,523$2.5M98,779-32,256-32.65%Reduce
BFI Wealth Solutions, LLC
1.23%1.42%#1$1.7M59,668$1.5M57,368+2,300+4.01%Add
OSAIC HOLDINGS, INC.
<0.01%<0.01%#36$1.6M57,556$1.5M59,855-2,299-3.84%Reduce
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#35$1.5M55,773$1.7M65,957-10,184-15.44%Reduce
INDEPENDENT FINANCIAL GROUP, LLC
0.03%#14$1.5M55,464$00+55,464New Buy
TRUIST FINANCIAL CORP
<0.01%<0.01%#37$1.5M54,061$1.3M50,409+3,652+7.24%Add
LPL Financial LLC
<0.01%<0.01%#48$1.3M46,718$1.8M68,121-21,403-31.42%Reduce
SECURED RETIREMENT ADVISORS, LLC
0.61%0.67%#2$1.2M42,587$1.2M46,213-3,626-7.85%Reduce
HRT FINANCIAL LP
<0.01%#38$971,01434,960$00+34,960New Buy
Grantvest Financial Group LLC
0.53%0.63%#3$918,85233,082$973,86037,827-4,745-12.54%Reduce
NewEdge Advisors, LLC
<0.01%<0.01%#32$907,77032,683$920,82535,767-3,084-8.62%Reduce
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%<0.01%#40$890,62431,808$16,58631,80800.00%Unchanged
FIDUCIARY FINANCIAL ADVISORS
0.09%#8$888,19531,979$00+31,979New Buy
NorthCrest Asset Manangement, LLC
0.02%0.03%#15$868,02931,168$807,73731,16800.00%Unchanged
Ignite Planners, LLC
0.11%0.12%#6$800,97628,838$760,84429,553-715-2.42%Reduce
Ameritas Investment Partners, Inc.
0.02%0.02%#17$775,47827,920$730,13128,360-440-1.55%Reduce
Crusonia Wealth Advisors LLC
0.09%0.11%#7$555,50020,000$514,90220,00000.00%Unchanged
Vise Technologies, Inc.
0.01%0.01%#24$528,94719,044$564,71522,137-3,093-13.97%Reduce
FOUNDATIONS INVESTMENT ADVISORS, LLC
0.01%0.01%#26$515,19818,549$477,54618,54900.00%Unchanged
WEALTHGARDEN F.S. LLC
0.29%0.32%#5$508,23018,298$471,34518,308-10-0.05%Reduce
Prospera Financial Services Inc
0.01%0.01%#23$467,70816,839$436,09916,939-100-0.59%Reduce
CITADEL ADVISORS LLC
<0.01%#52$404,51514,564$00+14,564New Buy
SILVER OAK SECURITIES, INCORPORATED
0.02%0.03%#16$359,77012,953$341,97213,283-330-2.48%Reduce
Capital Analysts, LLC
0.01%0.01%#21$358,96412,924$330,00012,92400.00%Unchanged
Rockefeller Capital Management L.P.
<0.01%<0.01%#44$318,30211,460$311,64412,105-645-5.33%Reduce
KESTRA PRIVATE WEALTH SERVICES, LLC
<0.01%<0.01%#31$297,19310,700$275,47310,70000.00%Unchanged
Wood Tarver Financial Group, LLC
0.07%0.08%#10$296,88710,689$275,00010,68900.00%Unchanged
HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#30$292,08210,516$316,40712,290-1,774-14.43%Reduce
Kovack Advisors, Inc.
0.01%0.01%#18$259,8339,350$235,9649,138+212+2.32%Add
Integrated Advisors Network LLC
0.01%0.01%#19$230,8668,312$213,9948,31200.00%Unchanged
Diligent Investors, LLC
0.05%0.05%#13$226,3668,150$209,8238,15000.00%Unchanged
Sigma Planning Corp
0.01%#28$204,0637,347$00+7,347New Buy
Steward Partners Investment Advisory, LLC
<0.01%<0.01%#41$187,4816,750$173,7796,75000.00%Unchanged
MTM Investment Management, LLC
0.05%0.05%#12$182,2046,560$168,8886,56000.00%Unchanged
DHJJ Financial Advisors, Ltd.
0.05%0.06%#11$181,3166,528$173,2146,728-200-2.97%Reduce
Spire Wealth Management
0.01%0.01%#27$173,0666,231$160,4186,23100.00%Unchanged
SOA Wealth Advisors, LLC.
0.01%0.02%#22$95,2683,430$99,6343,870-440-11.37%Reduce
Benson Wealth Management INC
0.09%0.11%#9$87,8803,164$81,4583,16400.00%Unchanged
CREATIVE FINANCIAL DESIGNS INC /ADV
<0.01%0.01%#29$85,1033,064$154,9346,018-2,954-49.09%Reduce
AE Wealth Management LLC
<0.01%<0.01%#47$80,2142,888$95,9783,728-840-22.53%Reduce
CX Institutional
<0.01%<0.01%#33$78,4372,824$73,0002,82400.00%Unchanged
AMERIFLEX GROUP, INC.
0.01%0.01%#20$23,609850$21,88385000.00%Unchanged
LANARK FINANCIAL, INC.
<0.01%<0.01%#39$23,414843$21,70384300.00%Unchanged
MORGAN STANLEY
<0.01%#53$20,192727$00+727New Buy
Geneos Wealth Management Inc.
<0.01%<0.01%#46$18,387662$17,04366200.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow