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

FIRST TR EXCHNG TRADED FD VI

SNOV
Institutions
54
Combined AUM (Q2 2026)
$39.8M
Combined Shares (Q2 2026)
1.5M
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+91,494
11 · 4 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-494,703
37 · 13 Exit · ≈
⚖️ Net
-403,209
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$39.8M
Institutions
54
New Buys
4
Adds
7
Reduces
24
Exits
13
Unchanged
19
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
OSAIC HOLDINGS, INC.
0.01%0.01%#25$6.4M237,914$7.6M306,788-68,874-22.45%Reduce
Cetera Investment Advisers
<0.01%<0.01%#32$3.3M120,417$3.0M119,958+459+0.38%Add
PARK AVENUE SECURITIES LLC
0.02%0.02%#14$2.9M106,727$2.6M106,72700.00%Unchanged
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#29$2.6M94,289$2.6M104,672-10,383-9.92%Reduce
BFI Wealth Solutions, LLC
1.55%1.26%#1$2.1M77,483$1.3M52,278+25,205+48.21%Add
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#48$2.1M76,332$1.2M48,321+28,011+57.97%Add
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%<0.01%#30$1.8M68,169$55,97068,406-237-0.35%Reduce
NorthCrest Asset Manangement, LLC
0.05%0.05%#6$1.8M65,930$1.7M66,167-237-0.36%Reduce
Janney Montgomery Scott LLC
<0.01%<0.01%#28$1.7M62,475$1.6M64,175-1,700-2.65%Reduce
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#46$1.6M60,845$1.6M63,951-3,106-4.86%Reduce
LPL Financial LLC
<0.01%<0.01%#47$1.6M57,772$1.2M48,746+9,026+18.52%Add
Grantvest Financial Group LLC
0.76%0.84%#2$1.3M48,388$1.3M52,107-3,719-7.14%Reduce
TRUIST FINANCIAL CORP
<0.01%<0.01%#36$1.2M42,460$1.1M44,460-2,000-4.50%Reduce
MGO ONE SEVEN LLC
0.02%0.02%#13$1.2M42,444$1.2M46,450-4,006-8.62%Reduce
Kestra Advisory Services, LLC
<0.01%<0.01%#31$925,32134,151$960,01538,686-4,535-11.72%Reduce
Ignite Planners, LLC
0.1%0.11%#3$739,23327,283$690,07027,808-525-1.89%Reduce
Private Advisor Group, LLC
<0.01%<0.01%#33$601,37522,195$550,78022,19500.00%Unchanged
Mariner, LLC
<0.01%<0.01%#45$447,88016,530$531,92021,435-4,905-22.88%Reduce
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#49$403,97414,910$347,94314,021+889+6.34%Add
KINGSWOOD WEALTH ADVISORS, LLC
0.02%0.02%#15$400,97914,799$403,22716,249-1,450-8.92%Reduce
HRT FINANCIAL LP
<0.01%#41$392,58014,489$00+14,489New Buy
KESTRA PRIVATE WEALTH SERVICES, LLC
<0.01%<0.01%#26$343,29412,670$314,41212,67000.00%Unchanged
Octavia Wealth Advisors, LLC
0.03%0.03%#10$334,97512,363$336,54813,562-1,199-8.84%Reduce
Diligent Investors, LLC
0.07%0.08%#4$333,26912,300$305,23112,30000.00%Unchanged
Sigma Planning Corp
0.01%0.01%#23$324,86911,990$298,08312,012-22-0.18%Reduce
Rockefeller Capital Management L.P.
<0.01%<0.01%#44$317,01211,700$290,34111,70000.00%Unchanged
LANARK FINANCIAL, INC.
0.02%0.02%#12$302,02711,147$274,36011,056+91+0.82%Add
NewEdge Advisors, LLC
<0.01%<0.01%#42$233,3698,613$227,8819,183-570-6.21%Reduce
Foguth Wealth Management, LLC.
0.03%0.03%#11$231,7098,547$245,6969,209-662-7.19%Reduce
Kovack Advisors, Inc.
0.01%0.01%#20$227,8948,408$206,6048,295+113+1.36%Add
SILVER OAK SECURITIES, INCORPORATED
0.01%#19$208,6867,702$00+7,702New Buy
CREATIVE FINANCIAL DESIGNS INC /ADV
0.01%0.01%#22$204,4867,547$213,1168,588-1,041-12.12%Reduce
SOA Wealth Advisors, LLC.
0.02%0.04%#16$198,5527,328$193,8347,811-483-6.18%Reduce
Pinnacle Wealth Planning Services, Inc.
0.02%0.02%#17$162,5706,000$148,8936,00000.00%Unchanged
DHJJ Financial Advisors, Ltd.
0.04%0.05%#7$150,5675,557$139,1415,607-50-0.89%Reduce
PFS Partners, LLC
0.06%0.06%#5$136,4515,036$124,9715,03600.00%Unchanged
FIDUCIARY FINANCIAL ADVISORS
0.01%#18$133,6334,932$00+4,932New Buy
Capital Analysts, LLC
<0.01%<0.01%#34$103,4223,817$94,0003,81700.00%Unchanged
HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#38$77,4652,859$70,9482,85900.00%Unchanged
Noble Wealth Management PBC
0.03%0.03%#9$68,9032,543$66,7042,688-145-5.39%Reduce
Ameritas Investment Partners, Inc.
<0.01%<0.01%#39$33,8691,250$31,0191,25000.00%Unchanged
Benson Wealth Management INC
0.03%0.04%#8$32,8661,213$30,1011,21300.00%Unchanged
Capital Investment Advisory Services, LLC
<0.01%<0.01%#35$30,2111,115$32,6321,315-200-15.21%Reduce
CoreCap Advisors, LLC
<0.01%<0.01%#40$27,0951,000$24,8161,00000.00%Unchanged
Topsail Wealth Management, LLC
<0.01%<0.01%#27$27,0951,000$24,8161,00000.00%Unchanged
CX Institutional
<0.01%<0.01%#43$23,437865$21,00086500.00%Unchanged
FIFTH THIRD BANCORP
<0.01%<0.01%#52$22,570833$20,67183300.00%Unchanged
Integrity Financial Corp /WA
0.01%0.01%#21$22,164818$20,29981800.00%Unchanged
AE Wealth Management LLC
<0.01%<0.01%#50$19,183708$17,56970800.00%Unchanged
Signature Equity Partners, LLC
0.01%0.02%#24$17,070630$31,2181,258-628-49.92%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow