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

FIRST TR EXCHNG TRADED FD VI

FJAN
Institutions
158
Combined AUM (Q2 2026)
$400.0M
Combined Shares (Q2 2026)
7.3M
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+592,014
50 · 15 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-1.2M
85 · 19 Exit · ≈
⚖️ Net
-558,463
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$400.0M
Institutions
158
New Buys
15
Adds
35
Reduces
66
Exits
19
Unchanged
42
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
ENVESTNET ASSET MANAGEMENT INC
0.01%0.01%#108$36.6M664,850$33.9M671,987-7,137-1.06%Reduce
Cetera Investment Advisers
0.03%0.03%#74$32.3M585,819$30.7M608,364-22,545-3.71%Reduce
Rockefeller Capital Management L.P.
0.04%0.04%#67$23.1M418,817$21.2M419,603-786-0.19%Reduce
ASSETMARK, INC
0.03%0.03%#76$16.4M298,006$14.1M280,123+17,883+6.38%Add
LPL Financial LLC
<0.01%<0.01%#128$16.0M290,433$14.2M282,417+8,016+2.84%Add
Brookstone Capital Management
0.16%0.18%#31$16.0M289,553$16.0M316,622-27,069-8.55%Reduce
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#125$14.1M255,931$14.0M277,420-21,489-7.75%Reduce
Janney Montgomery Scott LLC
0.03%0.03%#79$13.6M246,686$12.4M246,206+480+0.19%Add
MML INVESTORS SERVICES, LLC
0.02%0.03%#83$12.1M220,455$10.3M204,574+15,881+7.76%Add
COMMONWEALTH EQUITY SERVICES, LLC
0.01%0.02%#94$11.7M212,519$11.1M220,546-8,027-3.64%Reduce
First International Bank of Israel Ltd.
2.83%2.82%#1$10.5M190,000$9.6M190,00000.00%Unchanged
Arax Advisory Partners
0.07%#53$10.5M189,959$00+189,959New Buy
OSAIC HOLDINGS, INC.
0.01%0.01%#104$9.0M163,756$6.3M125,731+38,025+30.24%Add
FSA WEALTH PARTNERS, INC.
2.06%#3$8.2M149,325$00+149,325New Buy
Atria Investments, Inc
0.08%0.09%#48$7.7M139,976$7.8M154,116-14,140-9.17%Reduce
REAP Financial Group, LLC
1.12%1.22%#7$6.5M118,734$6.2M122,181-3,447-2.82%Reduce
STEPHENS INC /AR/
0.07%0.08%#52$6.4M116,623$6.2M123,980-7,357-5.93%Reduce
Kestra Advisory Services, LLC
0.02%0.03%#88$5.9M107,682$7.3M145,092-37,410-25.78%Reduce
Foguth Wealth Management, LLC.
0.59%0.62%#11$5.2M93,841$5.4M96,939-3,098-3.20%Reduce
SMART Wealth LLC
1.03%1.59%#8$4.8M87,156$5.4M107,597-20,441-19.00%Reduce
Bleakley Financial Group, LLC
0.06%0.07%#56$4.7M86,166$4.6M90,283-4,117-4.56%Reduce
BAM Wealth Management, LLC
2.75%3.43%#2$4.4M79,832$4.6M90,857-11,025-12.13%Reduce
Plotkin Financial Advisors, LLC
1.81%2%#4$4.4M79,135$4.0M79,110+25+0.03%Add
HighTower Advisors, LLC
<0.01%<0.01%#126$3.9M71,278$3.5M70,100+1,178+1.68%Add
Sigma Planning Corp
0.1%0.1%#40$3.9M70,514$3.5M70,422+92+0.13%Add
CreativeOne Wealth, LLC
0.08%0.08%#44$3.8M68,347$3.6M70,796-2,449-3.46%Reduce
Integrity Financial Corp /WA
1.71%1.71%#5$3.6M64,797$3.4M68,039-3,242-4.76%Reduce
MGO ONE SEVEN LLC
0.05%0.06%#58$3.3M59,548$3.2M63,017-3,469-5.50%Reduce
1776 Wealth LLC
1.14%1.16%#6$3.2M58,580$3.0M58,58000.00%Unchanged
Private Advisor Group, LLC
0.01%0.02%#96$3.2M57,360$4.3M85,296-27,936-32.75%Reduce
Keystone Wealth Services, LLC
0.54%0.58%#12$2.9M53,052$2.7M54,272-1,220-2.25%Reduce
Independent Wealth Network Inc.
0.64%0.71%#10$2.5M45,593$2.4M47,240-1,647-3.49%Reduce
Maia Wealth LLC
0.37%0.4%#17$2.5M45,356$2.3M46,397-1,041-2.24%Reduce
Apollon Wealth Management, LLC
0.03%0.03%#77$2.2M40,207$2.0M40,20700.00%Unchanged
Faithward Advisors, LLC
0.25%0.27%#23$2.1M37,496$1.9M37,978-482-1.27%Reduce
Main Street Financial Solutions, LLC
0.13%#34$2.0M37,063$00+37,063New Buy
Strategic Blueprint, LLC
0.1%0.05%#39$2.0M35,970$883,18317,520+18,450+105.31%Add
HARBOUR INVESTMENTS, INC.
0.03%0.03%#81$1.9M33,890$1.8M36,295-2,405-6.63%Reduce
Ameritas Advisory Services, LLC
0.04%0.02%#66$1.8M32,505$593,62811,776+20,729+176.03%Add
MONEY CONCEPTS CAPITAL CORP
0.08%0.06%#43$1.8M32,376$1.2M22,842+9,534+41.74%Add
Integrated Advisors Network LLC
0.08%0.08%#45$1.8M31,943$1.6M32,046-103-0.32%Reduce
FWG Investments, LLC.
0.91%1.02%#9$1.7M31,355$1.6M31,979-624-1.95%Reduce
Mutual Advisors, LLC
0.03%0.03%#70$1.7M30,589$1.6M31,901-1,312-4.11%Reduce
FOUNDERS FINANCIAL SECURITIES LLC
0.09%0.08%#42$1.7M30,528$1.5M28,933+1,595+5.51%Add
Steward Partners Investment Advisory, LLC
0.01%0.01%#109$1.7M30,051$1.5M30,302-251-0.83%Reduce
Harvest Investment Services, LLC
0.25%0.18%#22$1.6M29,816$970,44319,251+10,565+54.88%Add
Avior Wealth Management, LLC
0.05%0.05%#61$1.6M32,521$1.6M32,52100.00%Unchanged
AE Wealth Management LLC
0.01%0.01%#111$1.5M27,887$1.4M27,397+490+1.79%Add
ROYAL BANK OF CANADA
<0.01%<0.01%#151$1.5M27,716$1.5M29,574-1,858-6.28%Reduce
Tanglewood Legacy Advisors, LLC
0.49%0.51%#15$1.5M27,503$1.4M28,163-660-2.34%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow