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

FIRST TR EXCHNG TRADED FD VI

FCEF
Institutions
31
Combined AUM (Q2 2026)
$44.2M
Combined Shares (Q2 2026)
1.8M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+201,743
20 · 3 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-67,152
9 · 6 Exit · ≈
⚖️ Net
+134,591
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$44.2M
Institutions
31
New Buys
3
Adds
17
Reduces
3
Exits
6
Unchanged
8
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
LPL Financial LLC
<0.01%<0.01%#11$14.0M582,629$11.0M487,325+95,304+19.56%Add
Capital Investment Advisory Services, LLC
0.71%0.77%#2$11.5M476,813$10.6M469,977+6,836+1.45%Add
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#21$3.7M153,781$3.0M134,664+19,117+14.20%Add
HARBOUR INVESTMENTS, INC.
0.03%0.03%#7$2.5M102,512$2.2M98,049+4,463+4.55%Add
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#12$2.2M89,823$1.8M80,636+9,187+11.39%Add
Boyce & Associates Wealth Consulting, Inc.
1.47%1.43%#1$2.1M88,372$1.9M84,131+4,241+5.04%Add
Proactive Wealth Strategies LLC
0.21%0.24%#4$1.3M53,981$1.3M56,393-2,412-4.28%Reduce
OSAIC HOLDINGS, INC.
<0.01%<0.01%#17$1.3M53,644$928,09241,231+12,413+30.11%Add
Cetera Investment Advisers
<0.01%<0.01%#19$1.2M48,201$1.1M47,416+785+1.66%Add
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#25$741,81630,845$469,22320,850+9,995+47.94%Add
SMITH, MOORE & CO.
0.05%0.05%#5$708,39329,455$629,01527,950+1,505+5.38%Add
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#27$623,47225,924$418,52518,597+7,327+39.40%Add
Janney Montgomery Scott LLC
<0.01%<0.01%#18$600,21624,957$234,00010,388+14,569+140.25%Add
Integrated Wealth Concepts LLC
<0.01%<0.01%#14$425,29617,683$299,26413,298+4,385+32.97%Add
Aurora Private Wealth, Inc.
0.26%0.27%#3$406,37316,897$375,00016,321+576+3.53%Add
NewEdge Advisors, LLC
<0.01%<0.01%#20$342,08714,224$310,45613,795+429+3.11%Add
Kestra Advisory Services, LLC
<0.01%<0.01%#22$240,72710,009$225,47510,019-10-0.10%Reduce
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
0.01%#8$212,4318,857$00+8,857New Buy
Larson Financial Group LLC
<0.01%<0.01%#16$62,5302,600$58,5132,60000.00%Unchanged
MORGAN STANLEY
<0.01%<0.01%#30$47,3501,968$45,0571,969-1-0.05%Reduce
Rockefeller Capital Management L.P.
<0.01%<0.01%#28$25,8301,074$24,1701,07400.00%Unchanged
Global Retirement Partners, LLC
<0.01%#23$21,645900$00+900New Buy
FIDUCIARY FINANCIAL ADVISORS
<0.01%#15$20,202840$00+840New Buy
Decker Retirement Planning Inc.
0.01%0.01%#9$18,254759$17,08175900.00%Unchanged
AE Wealth Management LLC
<0.01%<0.01%#26$15,272635$14,29163500.00%Unchanged
Geneos Wealth Management Inc.
<0.01%<0.01%#24$12,546522$11,541513+9+1.75%Add
Triumph Capital Management
<0.01%<0.01%#13$12,025500$11,25250000.00%Unchanged
IFG Advisory, LLC
0.03%0.03%#6$11,660518$11,66051800.00%Unchanged
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.
<0.01%<0.01%#10$10,205424$9,438419+5+1.19%Add
Darwin Wealth Management, LLC
<0.01%<0.01%#29$1205$112500.00%Unchanged
WELLS FARGO & COMPANY/MN
<0.01%<0.01%#31$211$16100.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow