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

FIRST TR EXCHNG TRADED FD VI

FJUL
Institutions
156
Combined AUM (Q2 2026)
$244.9M
Combined Shares (Q2 2026)
4.1M
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+406,549
45 · 22 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-1.0M
85 · 13 Exit · ≈
⚖️ Net
-615,018
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$244.9M
Institutions
156
New Buys
22
Adds
23
Reduces
72
Exits
13
Unchanged
39
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
RAYMOND JAMES FINANCIAL INC
0.01%0.01%#101$28.8M483,033$27.8M507,759-24,726-4.87%Reduce
ASSETMARK, INC
0.03%0.03%#60$16.4M275,323$14.0M255,851+19,472+7.61%Add
MML INVESTORS SERVICES, LLC
0.03%0.03%#62$13.1M220,831$10.0M182,171+38,660+21.22%Add
ENVESTNET ASSET MANAGEMENT INC
<0.01%0.01%#121$12.8M214,190$23.7M433,160-218,970-50.55%Reduce
Cetera Investment Advisers
0.01%0.01%#98$9.7M163,531$9.5M174,461-10,930-6.27%Reduce
COMMONWEALTH EQUITY SERVICES, LLC
0.01%0.01%#90$9.4M157,523$9.5M173,683-16,160-9.30%Reduce
OSAIC HOLDINGS, INC.
0.01%0.01%#93$8.7M146,254$6.6M120,848+25,406+21.02%Add
REAP Financial Group, LLC
1.4%1.52%#1$8.2M138,076$7.7M140,378-2,302-1.64%Reduce
LPL Financial LLC
<0.01%<0.01%#132$6.8M114,070$6.9M126,103-12,033-9.54%Reduce
CAPTRUST FINANCIAL ADVISORS
0.01%0.01%#95$6.3M106,614$5.9M107,774-1,160-1.08%Reduce
Onyx Bridge Wealth Group LLC
0.55%0.64%#9$6.1M102,977$6.0M109,308-6,331-5.79%Reduce
Kestra Advisory Services, LLC
0.02%0.02%#74$5.5M91,764$6.0M108,908-17,144-15.74%Reduce
SMART Wealth LLC
1.04%1.59%#3$4.8M80,703$5.4M99,358-18,655-18.78%Reduce
MBL Wealth, LLC
0.33%0.38%#13$4.8M80,208$5.0M91,406-11,198-12.25%Reduce
Rockefeller Capital Management L.P.
0.01%0.01%#107$4.3M72,749$4.3M78,653-5,904-7.51%Reduce
Keystone Wealth Services, LLC
0.67%0.77%#6$3.6M61,006$3.6M66,211-5,205-7.86%Reduce
BECK CAPITAL MANAGEMENT, LLC
0.63%0.72%#8$3.4M57,777$3.1M57,403+374+0.65%Add
Janney Montgomery Scott LLC
0.01%#108$3.3M55,353$00+55,353New Buy
STEPHENS INC /AR/
0.04%0.04%#54$3.2M53,696$3.0M54,948-1,252-2.28%Reduce
Concurrent Investment Advisors, LLC
0.03%0.03%#64$3.1M52,241$2.9M52,458-217-0.41%Reduce
Main Street Financial Solutions, LLC
0.18%#23$2.9M48,469$00+48,469New Buy
HighTower Advisors, LLC
<0.01%<0.01%#126$2.2M36,738$1.9M34,214+2,524+7.38%Add
Mariner, LLC
<0.01%<0.01%#125$2.2M36,130$2.0M36,967-837-2.26%Reduce
Apollon Wealth Management, LLC
0.02%0.03%#66$2.1M34,480$1.9M34,48000.00%Unchanged
Schulz Wealth, LTD.
1.04%#2$2.0M33,695$00+33,695New Buy
Ameritas Advisory Services, LLC
0.04%0.02%#51$1.9M31,712$542,8229,920+21,792+219.68%Add
NewEdge Wealth, LLC
0.02%0.02%#73$1.9M31,632$1.7M31,63200.00%Unchanged
INTEGRITY ALLIANCE, LLC.
0.06%0.06%#46$1.8M29,935$1.6M29,93500.00%Unchanged
Horizon Investments, LLC
0.02%#75$1.7M28,119$00+28,119New Buy
FOUNDERS FINANCIAL SECURITIES LLC
0.09%0.08%#29$1.7M28,119$1.5M26,666+1,453+5.45%Add
MONEY CONCEPTS CAPITAL CORP
0.07%0.07%#37$1.6M26,676$1.3M23,394+3,282+14.03%Add
HARBOUR INVESTMENTS, INC.
0.02%0.02%#71$1.5M25,220$1.4M25,885-665-2.57%Reduce
FWG Investments, LLC.
0.77%0.89%#5$1.4M24,300$1.4M25,568-1,268-4.96%Reduce
CITADEL ADVISORS LLC
<0.01%<0.01%#150$1.4M23,824$395,8997,235+16,589+229.29%Add
KINTRA WEALTH, LLC
0.07%0.09%#36$1.4M22,986$1.3M23,126-140-0.61%Reduce
1776 Wealth LLC
0.49%0.58%#12$1.4M23,365$1.5M26,815-3,450-12.87%Reduce
Synergy Asset Management, LLC
0.13%0.16%#27$1.4M23,313$1.5M27,335-4,022-14.71%Reduce
TRUIST FINANCIAL CORP
<0.01%<0.01%#131$1.4M22,938$1.8M33,262-10,324-31.04%Reduce
Integrity Financial Corp /WA
0.64%0.69%#7$1.3M22,587$1.4M25,324-2,737-10.81%Reduce
Aurora Private Wealth, Inc.
0.84%1.31%#4$1.3M22,339$1.8M33,039-10,700-32.39%Reduce
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
0.16%0.18%#25$1.3M22,157$1.2M22,447-290-1.29%Reduce
ROYAL BANK OF CANADA
<0.01%<0.01%#149$1.3M21,096$1.1M19,543+1,553+7.95%Add
Steward Partners Investment Advisory, LLC
0.01%0.01%#109$1.2M20,418$1.2M21,551-1,133-5.26%Reduce
Bleakley Financial Group, LLC
0.01%0.02%#84$1.2M19,330$1.1M20,136-806-4.00%Reduce
Accel Wealth Management
0.25%0.27%#18$1.1M18,591$1.0M18,59100.00%Unchanged
OLD MISSION CAPITAL LLC
0.02%#76$1.1M18,497$00+18,497New Buy
RFG Advisory, LLC
0.02%0.02%#81$1.0M17,532$865,94415,825+1,707+10.79%Add
OneDigital Investment Advisors LLC
0.01%0.01%#105$867,79614,575$985,94518,018-3,443-19.11%Reduce
Bison Wealth, LLC
0.08%0.08%#33$854,76114,314$840,09014,31400.00%Unchanged
Prosperity Consulting Group, LLC
0.03%0.04%#58$848,14714,245$917,10716,760-2,515-15.01%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow