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

FIRST TR EXCHNG TRADED FD VI

UCON
Institutions
273
Combined AUM (Q2 2026)
$2.78B
Combined Shares (Q2 2026)
111.6M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+12.1M
153 · 33 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-9.4M
126 · 32 Exit · ≈
⚖️ Net
+2.7M
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$2.78B
Institutions
273
New Buys
33
Adds
120
Reduces
94
Exits
32
Unchanged
26
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
LPL Financial LLC
0.08%0.08%#118$340.4M13.7M$309.0M12.5M+1.2M+9.67%Add
MORGAN STANLEY
0.01%0.01%#198$231.8M9.3M$196.9M7.8M+1.5M+19.16%Add
WELLS FARGO & COMPANY/MN
0.03%0.03%#167$178.5M7.2M$150.4M6.1M+1.1M+18.14%Add
AMERIPRISE FINANCIAL INC
0.03%0.03%#169$138.6M5.6M$132.2M5.3M+229,696+4.30%Add
BANK OF AMERICA CORP /DE/
0.01%0.01%#216$104.5M4.2M$95.0M3.8M+365,678+9.54%Add
HARBOUR INVESTMENTS, INC.
1.41%1.58%#29$104.4M4.2M$102.1M4.1M+77,065+1.87%Add
ROYAL BANK OF CANADA
0.01%0.02%#191$100.1M4.0M$99.2M4.0M+20,148+0.50%Add
RAYMOND JAMES FINANCIAL INC
0.02%0.02%#179$70.5M2.8M$70.1M2.8M+1,907+0.07%Add
ENVESTNET ASSET MANAGEMENT INC
0.02%0.02%#190$65.3M2.6M$60.8M2.5M+167,138+6.80%Add
HighTower Advisors, LLC
0.06%0.06%#135$61.5M2.5M$60.3M2.4M+35,375+1.45%Add
TRUIST FINANCIAL CORP
0.06%0.06%#128$52.1M2.1M$47.2M1.9M+186,373+9.77%Add
OSAIC HOLDINGS, INC.
0.06%0.07%#134$50.9M2.0M$46.8M1.9M+153,974+8.14%Add
Cetera Investment Advisers
0.04%0.04%#155$43.7M1.8M$35.6M1.4M+320,465+22.31%Add
STIFEL FINANCIAL CORP
0.03%0.04%#163$41.3M1.7M$40.5M1.6M+27,926+1.71%Add
Trilogy Capital Inc.
1.52%1.62%#25$39.1M1.6M$36.7M1.5M+91,824+6.20%Add
Csenge Advisory Group
1.54%1.69%#24$38.0M1.5M$36.9M1.5M+38,496+2.58%Add
Aptus Capital Advisors, LLC
0.24%0.27%#78$34.8M1.4M$34.3M1.4M+16,860+1.22%Add
Integrated Wealth Concepts LLC
0.16%0.18%#94$32.1M1.3M$22.3M898,608+390,105+43.41%Add
IFP Advisors, Inc
0.51%0.46%#60$28.1M1.1M$22.1M892,567+236,972+26.55%Add
Focus Partners Wealth
0.03%0.03%#172$24.9M999,374$24.8M1.0M-3,200-0.32%Reduce
MML INVESTORS SERVICES, LLC
0.05%0.05%#145$23.2M932,943$19.0M767,191+165,752+21.61%Add
Cyndeo Wealth Partners, LLC
1.02%1.09%#42$21.7M872,866$20.8M839,917+32,949+3.92%Add
Wagner Wealth Management, LLC
3.95%5.17%#11$21.4M859,217$25.6M1.0M-173,979-16.84%Reduce
EdgeRock Capital LLC
4.85%5.3%#8$21.0M842,625$19.6M790,536+52,089+6.59%Add
COMMONWEALTH EQUITY SERVICES, LLC
0.03%0.04%#171$20.7M833,938$27.7M1.1M-284,660-25.45%Reduce
Dynamic Advisor Solutions LLC
0.58%0.6%#56$20.3M816,396$19.1M770,412+45,984+5.97%Add
Stratos Wealth Partners, LTD.
0.2%0.22%#85$20.1M807,842$19.4M785,166+22,676+2.89%Add
Walkner Condon Financial Advisors LLC
2.3%2.42%#21$20.1M806,300$18.3M740,026+66,274+8.96%Add
KESTRA PRIVATE WEALTH SERVICES, LLC
0.22%0.25%#82$20.0M801,883$19.9M802,977-1,094-0.14%Reduce
EARNED WEALTH ADVISORS, LLC
1.27%1.06%#35$19.7M792,030$15.8M637,190+154,840+24.30%Add
Arch Global Advisors, LLC
8.63%8.08%#1$19.5M783,525$15.5M624,974+158,551+25.37%Add
Waverly Advisors, LLC
0.11%<0.01%#101$19.5M782,901$341,47913,786+769,115+5,578.96%Add
Capital Investment Advisory Services, LLC
1.16%1.47%#37$18.8M756,295$20.2M813,598-57,303-7.04%Reduce
JPMORGAN CHASE & CO
<0.01%<0.01%#249$18.6M745,409$14.9M606,067+139,342+22.99%Add
Private Advisor Group, LLC
0.08%0.06%#116$16.9M679,658$13.0M526,308+153,350+29.14%Add
&PARTNERS
0.07%0.05%#125$16.2M661,016$10.4M421,486+239,530+56.83%Add
Geneos Wealth Management Inc.
0.33%0.37%#72$16.1M647,628$15.7M635,772+11,856+1.86%Add
Spartan Wealth Advisory Services LLC
1.3%1.36%#34$15.9M637,466$15.5M626,701+10,765+1.72%Add
Navalign, LLC
3.6%3.74%#14$15.4M620,228$14.8M598,694+21,534+3.60%Add
Collaborative Wealth Managment Inc.
6.31%6.46%#4$15.0M604,554$14.1M567,904+36,650+6.45%Add
Visionary Wealth Advisors
0.58%0.72%#55$14.7M590,042$16.4M661,363-71,321-10.78%Reduce
Smartleaf Asset Management LLC
0.47%0.52%#63$14.5M580,959$14.3M580,95900.00%Unchanged
First Heartland Consultants, Inc.
0.93%1.08%#45$14.4M577,736$14.1M571,147+6,589+1.15%Add
Janney Montgomery Scott LLC
0.03%0.03%#170$13.9M557,893$12.4M500,134+57,759+11.55%Add
Equitable Holdings, Inc.
0.08%0.09%#115$13.5M544,255$14.5M577,807-33,552-5.81%Reduce
Etesian Wealth Advisors, Inc.
3.94%4.48%#12$13.3M536,383$14.0M567,078-30,695-5.41%Reduce
Chicago Partners Investment Group LLC
0.26%0.28%#75$12.8M522,596$12.7M510,491+12,105+2.37%Add
Kestra Advisory Services, LLC
0.04%0.05%#157$12.1M487,466$12.5M506,120-18,654-3.69%Reduce
Rehmann Capital Advisory Group
0.59%0.59%#54$11.4M459,184$11.4M459,18400.00%Unchanged
Western Wealth Management, LLC
0.37%0.47%#67$11.3M455,724$12.3M497,721-41,997-8.44%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow