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

FIRST TR EXCHNG TRADED FD VI

BUFG
Institutions
89
Combined AUM (Q2 2026)
$239.6M
Combined Shares (Q2 2026)
8.2M
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+583,330
41 · 10 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-818,524
38 · 9 Exit · ≈
⚖️ Net
-235,194
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$239.6M
Institutions
89
New Buys
10
Adds
31
Reduces
29
Exits
9
Unchanged
19
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
COMMONWEALTH EQUITY SERVICES, LLC
0.04%0.04%#25$31.8M1.1M$28.2M1.0M+35,894+3.42%Add
ENVESTNET ASSET MANAGEMENT INC
0.01%0.01%#63$31.2M1.1M$28.7M1.1M-3,464-0.32%Reduce
Centennial Wealth Advisory LLC
4.85%4.36%#1$22.5M765,916$18.0M671,115+94,801+14.13%Add
LPL Financial LLC
<0.01%0.01%#67$19.8M675,892$19.5M725,772-49,880-6.87%Reduce
Cetera Investment Advisers
0.01%0.01%#53$12.8M437,729$11.0M410,503+27,226+6.63%Add
OSAIC HOLDINGS, INC.
0.01%0.02%#47$11.8M401,362$10.8M401,205+157+0.04%Add
ASSETMARK, INC
0.01%0.01%#46$8.3M284,509$7.3M269,973+14,536+5.38%Add
Pinnacle Financial Partners, Inc.
0.05%0.05%#21$7.9M269,133$6.9M258,455+10,678+4.13%Add
FreeGulliver LLC
2.49%2.87%#2$7.1M240,658$6.8M253,633-12,975-5.12%Reduce
Geneos Wealth Management Inc.
0.13%0.14%#16$6.6M225,181$5.9M220,599+4,582+2.08%Add
Rockefeller Capital Management L.P.
0.01%0.01%#61$5.9M199,739$5.2M192,273+7,466+3.88%Add
WORLD EQUITY GROUP, INC.
1.12%1.17%#3$5.0M170,648$4.5M168,627+2,021+1.20%Add
Tradition Wealth Management, LLC
0.3%0.26%#8$5.0M169,744$3.6M134,794+34,950+25.93%Add
OneDigital Investment Advisors LLC
0.04%0.02%#29$4.2M142,866$2.2M83,396+59,470+71.31%Add
Valmark Advisers, Inc.
0.04%0.03%#26$3.5M118,508$2.3M84,026+34,482+41.04%Add
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.01%0.01%#66$3.4M113,545$2.9M106,275+7,270+6.84%Add
Valtinson Bruner Financial Planning LLC
0.81%0.8%#5$3.2M109,900$2.9M108,906+994+0.91%Add
TRANSCEND CAPITAL ADVISORS, LLC
0.22%0.23%#12$3.2M109,295$2.9M108,712+583+0.54%Add
Integrated Wealth Concepts LLC
0.02%0.02%#41$3.1M107,294$2.8M105,035+2,259+2.15%Add
Lunt Capital Management, Inc.
0.93%0.91%#4$2.5M86,670$2.4M87,976-1,306-1.48%Reduce
Kestra Advisory Services, LLC
0.01%0.01%#64$2.2M73,735$2.0M73,496+239+0.33%Add
Arkadios Wealth Advisors
0.03%0.03%#32$2.1M72,194$2.0M72,979-785-1.08%Reduce
Mariner, LLC
<0.01%<0.01%#73$1.9M63,251$1.4M52,256+10,995+21.04%Add
Ameritas Advisory Services, LLC
0.04%0.04%#27$1.8M61,095$1.1M42,628+18,467+43.32%Add
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#80$1.8M60,636$264,8939,862+50,774+514.84%Add
Aptus Capital Advisors, LLC
0.01%0.01%#57$1.5M51,547$1.4M51,54700.00%Unchanged
Sanctuary Advisors, LLC
0.01%0.01%#65$1.5M50,209$1.5M56,306-6,097-10.83%Reduce
FSB PREMIER WEALTH MANAGEMENT, INC.
0.4%0.45%#6$1.4M48,136$1.4M52,904-4,768-9.01%Reduce
Brookstone Capital Management
0.01%0.01%#48$1.4M46,392$1.3M46,767-375-0.80%Reduce
Advisory Services Network, LLC
0.02%0.02%#44$1.3M45,178$1.5M54,973-9,795-17.82%Reduce
HARBOUR INVESTMENTS, INC.
0.02%0.01%#43$1.1M38,528$325,03312,101+26,427+218.39%Add
Harvest Investment Services, LLC
0.16%0.17%#14$1.0M35,705$955,35635,568+137+0.39%Add
OLD MISSION CAPITAL LLC
0.02%0.03%#40$1.0M34,868$2.0M75,316-40,448-53.70%Reduce
GREAT VALLEY ADVISOR GROUP, INC.
0.02%0.02%#42$971,96033,155$914,58434,050-895-2.63%Reduce
NOVEM GROUP
0.1%0.1%#18$967,15132,991$890,83933,166-175-0.53%Reduce
Gateway Wealth Partners, LLC
0.06%0.06%#20$937,53831,981$1.6M61,226-29,245-47.77%Reduce
CITADEL ADVISORS LLC
<0.01%#82$922,94331,483$00+31,483New Buy
Onyx Bridge Wealth Group LLC
0.08%0.09%#19$878,79429,977$805,18229,97700.00%Unchanged
Summit Financial, LLC
0.01%#60$835,96428,516$00+28,516New Buy
Financial Guidance Group, Inc.
0.31%0.3%#7$821,92128,037$753,07428,03700.00%Unchanged
Capital Analysts, LLC
0.02%0.01%#37$786,62526,833$504,00018,329+8,504+46.40%Add
IAMS WEALTH MANAGEMENT, LLC
0.23%0.24%#11$762,55726,012$692,34325,776+236+0.92%Add
PFG Advisors
0.03%0.03%#30$676,86823,089$661,06924,612-1,523-6.19%Reduce
Private Advisor Group, LLC
<0.01%<0.01%#71$671,09222,892$1.0M37,833-14,941-39.49%Reduce
American Trust
0.05%0.05%#23$637,11321,730$580,18721,600+130+0.60%Add
Wealthcare Advisory Partners LLC
0.01%0.01%#52$623,27921,261$571,07021,26100.00%Unchanged
IFP Advisors, Inc
0.01%0.01%#56$596,16220,336$533,86919,876+460+2.31%Add
TCFG Investment Advisors, LLC
0.2%0.2%#13$593,28920,238$545,12420,295-57-0.28%Reduce
Farther Finance Advisors, LLC
<0.01%<0.01%#68$555,61918,953$511,99118,965-12-0.06%Reduce
Clear Creek Financial Management, LLC
0.04%0.04%#28$554,79818,925$515,71219,200-275-1.43%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow