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

FIRST TR EXCHNG TRADED FD VI

LALT
Institutions
71
Combined AUM (Q2 2026)
$254.9M
Combined Shares (Q2 2026)
10.6M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+9.2M
63 · 46 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-251,537
4 · 0 Exit · ≈
⚖️ Net
+9.0M
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$254.9M
Institutions
71
New Buys
46
Adds
17
Reduces
4
Exits
0
Unchanged
4
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
ENVESTNET ASSET MANAGEMENT INC
0.01%<0.01%#33$49.2M2.0M$2.7M112,745+1.9M+1,715.48%Add
LPL Financial LLC
0.01%<0.01%#36$48.3M2.0M$216,3668,902+2.0M+22,476.08%Add
Cetera Investment Advisers
0.02%<0.01%#23$21.2M883,878$2.1M85,501+798,377+933.76%Add
Tidemark, LLC
3.41%#1$15.2M630,529$00+630,529New Buy
ASSETMARK, INC
0.02%#20$13.5M561,551$00+561,551New Buy
BENJAMIN EDWARDS INC
0.12%#11$13.1M546,672$00+546,672New Buy
ROYAL BANK OF CANADA
<0.01%<0.01%#58$11.1M463,459$7.5M308,314+155,145+50.32%Add
Bank of New York Mellon Corp
<0.01%#61$7.0M291,220$00+291,220New Buy
Orion Porfolio Solutions, LLC
0.04%#16$5.6M231,185$00+231,185New Buy
COMMONWEALTH EQUITY SERVICES, LLC
0.01%0.01%#42$5.5M230,576$5.4M220,784+9,792+4.44%Add
Gateway Wealth Partners, LLC
0.31%#9$5.1M213,678$00+213,678New Buy
Janney Montgomery Scott LLC
0.01%#37$5.0M208,732$00+208,732New Buy
OSAIC HOLDINGS, INC.
0.01%<0.01%#45$4.8M200,747$1.7M68,530+132,217+192.93%Add
Hobart Private Capital, LLC
0.77%#6$4.5M186,939$00+186,939New Buy
CreativeOne Wealth, LLC
0.09%0.1%#13$4.3M179,571$4.2M174,150+5,421+3.11%Add
New England Private Wealth Advisors LLC
0.29%#10$3.0M123,254$00+123,254New Buy
Farther Finance Advisors, LLC
0.02%0.02%#21$2.8M118,050$1.9M76,161+41,889+55.00%Add
PARK AVENUE SECURITIES LLC
0.02%#24$2.8M115,163$00+115,163New Buy
Holistic Financial Partners
1.57%3.2%#2$2.6M107,034$8.6M354,226-247,192-69.78%Reduce
Midwest Financial Group LLC
0.88%#5$2.5M103,963$00+103,963New Buy
Sanctuary Advisors, LLC
0.01%0.01%#34$2.5M102,068$1.1M45,262+56,806+125.50%Add
EVOLUTION WEALTH MANAGEMENT INC.
1.25%#4$2.1M88,219$00+88,219New Buy
IFP Advisors, Inc
0.04%#18$2.1M87,134$00+87,134New Buy
Atria Investments, Inc
0.02%#25$1.7M70,993$00+70,993New Buy
Van Diest Capital, LLC
1.31%1.15%#3$1.5M60,748$1.5M59,971+777+1.30%Add
Signature Equity Partners, LLC
0.66%0.01%#7$1.4M59,732$17,913737+58,995+8,004.75%Add
Envestnet Portfolio Solutions, Inc.
0.01%#43$1.4M58,400$00+58,400New Buy
HARBOUR INVESTMENTS, INC.
0.02%<0.01%#27$1.2M51,666$11,180460+51,206+11,131.74%Add
Advisory Services Network, LLC
0.01%#32$1.1M45,140$00+45,140New Buy
OneDigital Investment Advisors LLC
0.01%0.01%#39$1.1M44,360$1.1M44,36000.00%Unchanged
AE Wealth Management LLC
<0.01%#47$1.0M42,291$00+42,291New Buy
NewEdge Advisors, LLC
<0.01%#55$925,65438,521$00+38,521New Buy
Marks Group Wealth Management, Inc
0.06%#14$720,63629,989$00+29,989New Buy
World Investment Advisors
0.01%#35$687,42128,521$00+28,521New Buy
MML INVESTORS SERVICES, LLC
<0.01%#60$679,22228,266$00+28,266New Buy
Proactive Wealth Strategies LLC
0.11%0.07%#12$671,38827,940$377,83215,547+12,393+79.71%Add
Arkadios Wealth Advisors
0.01%#38$628,53726,156$00+26,156New Buy
OneAscent Financial Services LLC
0.02%#19$512,07921,310$00+21,310New Buy
&PARTNERS
<0.01%#57$454,26318,904$00+18,904New Buy
ARBOR CAPITAL MANAGEMENT INC /ADV
0.45%0.43%#8$454,09718,844$531,08321,685-2,841-13.10%Reduce
GeoWealth Management, LLC
0.01%#30$428,16917,818$00+17,818New Buy
Vestmark Advisory Solutions, Inc.
<0.01%#49$407,90916,975$00+16,975New Buy
ELEVATION POINT WEALTH PARTNERS, LLC
0.01%#41$407,90916,975$00+16,975New Buy
McAdam, LLC
0.01%#28$362,13215,070$00+15,070New Buy
SILVER OAK SECURITIES, INCORPORATED
0.02%#22$361,86815,059$00+15,059New Buy
Brookwood Investment Group LLC
0.04%0.04%#17$344,25414,326$308,62212,698+1,628+12.82%Add
PRINCIPAL SECURITIES, INC.
<0.01%#50$309,38612,875$00+12,875New Buy
Dynamic Advisor Solutions LLC
0.01%0.01%#40$291,77112,142$331,57913,643-1,501-11.00%Reduce
Ashton Thomas Private Wealth, LLC
0.01%#44$273,00511,361$00+11,361New Buy
Valeo Financial Advisors, LLC
0.01%#46$264,56411,010$00+11,010New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow