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

FIRST TR EXCHNG TRADED FD VI

FOCT
Institutions
143
Combined AUM (Q2 2026)
$220.5M
Combined Shares (Q2 2026)
4.2M
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+299,196
35 · 19 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-1.3M
81 · 13 Exit · ≈
⚖️ Net
-1.0M
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$220.5M
Institutions
143
New Buys
19
Adds
16
Reduces
68
Exits
13
Unchanged
40
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
ENVESTNET ASSET MANAGEMENT INC
0.01%0.01%#96$26.6M508,794$41.7M874,953-366,159-41.85%Reduce
RAYMOND JAMES FINANCIAL INC
<0.01%0.01%#100$18.2M347,206$16.9M353,428-6,222-1.76%Reduce
ASSETMARK, INC
0.03%0.03%#51$16.4M313,660$14.1M295,232+18,428+6.24%Add
Bleakley Financial Group, LLC
0.15%0.17%#24$11.7M222,953$11.0M231,440-8,487-3.67%Reduce
OSAIC HOLDINGS, INC.
0.01%0.01%#77$10.1M193,909$8.7M181,778+12,131+6.67%Add
Cetera Investment Advisers
0.01%0.02%#90$9.1M174,244$16.8M353,252-179,008-50.67%Reduce
LPL Financial LLC
<0.01%<0.01%#121$7.7M147,109$8.7M183,095-35,986-19.65%Reduce
REAP Financial Group, LLC
1.29%1.36%#2$7.6M144,724$6.9M145,024-300-0.21%Reduce
COMMONWEALTH EQUITY SERVICES, LLC
0.01%0.01%#91$6.5M124,789$7.1M148,921-24,132-16.20%Reduce
MML INVESTORS SERVICES, LLC
0.01%0.01%#74$6.2M117,793$4.8M100,548+17,245+17.15%Add
Capital Analysts, LLC
0.11%0.13%#28$4.8M91,023$4.5M90,916+107+0.12%Add
Kestra Advisory Services, LLC
0.01%0.02%#70$4.3M82,954$5.1M107,151-24,197-22.58%Reduce
ACORN FINANCIAL ADVISORY SERVICES INC /ADV
0.49%0.46%#8$3.7M70,830$3.4M70,860-30-0.04%Reduce
HARBOUR INVESTMENTS, INC.
0.04%0.05%#46$3.1M58,447$3.2M66,953-8,506-12.70%Reduce
Valtinson Bruner Financial Planning LLC
0.67%0.67%#4$2.7M50,923$2.5M51,390-467-0.91%Reduce
FWG Investments, LLC.
1.37%1.55%#1$2.6M49,510$2.4M51,250-1,740-3.40%Reduce
Janney Montgomery Scott LLC
<0.01%0.01%#101$2.5M47,045$2.3M47,413-368-0.78%Reduce
ROYAL BANK OF CANADA
<0.01%<0.01%#134$2.4M46,593$2.5M52,092-5,499-10.56%Reduce
SMART Wealth LLC
0.52%0.54%#7$2.4M46,405$1.8M38,702+7,703+19.90%Add
SOA Wealth Advisors, LLC.
0.18%0.39%#22$2.3M44,068$2.1M44,143-75-0.17%Reduce
TRUIST FINANCIAL CORP
<0.01%<0.01%#112$2.3M43,268$2.3M48,630-5,362-11.03%Reduce
FIDUCIARY FINANCIAL ADVISORS
0.22%#18$2.2M42,230$00+42,230New Buy
Ameritas Advisory Services, LLC
0.04%0.03%#48$1.9M35,531$784,47916,453+19,078+115.95%Add
FOUNDERS FINANCIAL SECURITIES LLC
0.09%0.09%#32$1.7M32,702$1.5M31,132+1,570+5.04%Add
McKinley Carter Wealth Services, Inc.
0.09%0.09%#33$1.7M32,116$1.5M32,216-100-0.31%Reduce
INSIGNEO ADVISORY SERVICES, LLC
0.06%0.11%#39$1.6M31,466$1.5M31,46600.00%Unchanged
Rockefeller Capital Management L.P.
<0.01%<0.01%#114$1.6M30,502$1.7M35,308-4,806-13.61%Reduce
Harvest Investment Services, LLC
0.24%0.26%#16$1.6M29,737$1.4M29,949-212-0.71%Reduce
Brookstone Capital Management
0.02%0.02%#66$1.5M29,531$1.8M37,921-8,390-22.12%Reduce
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#137$1.5M28,886$1.5M32,266-3,380-10.48%Reduce
Reflection Asset Management
0.87%#3$1.4M27,826$00+27,826New Buy
Envestnet Portfolio Solutions, Inc.
0.01%0.01%#97$1.3M24,314$1.2M25,584-1,270-4.96%Reduce
SILVER OAK SECURITIES, INCORPORATED
0.08%0.08%#35$1.3M24,292$1.2M24,29200.00%Unchanged
CAPTRUST FINANCIAL ADVISORS
<0.01%<0.01%#120$1.3M23,987$1.3M26,687-2,700-10.12%Reduce
Keystone Wealth Services, LLC
0.22%0.24%#19$1.2M23,101$1.1M23,10100.00%Unchanged
Fragasso Financial Advisors Inc
0.06%0.06%#41$1.1M21,521$1.0M21,563-42-0.19%Reduce
Integrity Financial Corp /WA
0.53%0.53%#5$1.1M21,101$1.1M22,519-1,418-6.30%Reduce
CITADEL ADVISORS LLC
<0.01%#136$1.1M20,715$00+20,715New Buy
PNC FINANCIAL SERVICES GROUP, INC.
<0.01%<0.01%#130$1.0M19,727$967,73120,296-569-2.80%Reduce
OLD MISSION CAPITAL LLC
0.02%#64$1.0M19,452$00+19,452New Buy
AE Wealth Management LLC
<0.01%<0.01%#105$965,53518,465$889,61318,658-193-1.03%Reduce
RFG Advisory, LLC
0.01%0.01%#69$924,17317,674$746,81215,663+2,011+12.84%Add
KESTRA PRIVATE WEALTH SERVICES, LLC
0.01%0.01%#84$895,10017,118$816,18617,11800.00%Unchanged
Steward Partners Investment Advisory, LLC
<0.01%<0.01%#104$891,33517,046$826,05617,325-279-1.61%Reduce
Ashton Thomas Private Wealth, LLC
0.02%0.02%#61$835,96015,987$694,17314,559+1,428+9.81%Add
CoreCap Advisors, LLC
0.02%0.03%#55$832,19515,915$745,95415,645+270+1.73%Add
Bison Wealth, LLC
0.08%0.08%#36$827,76715,743$813,16215,74300.00%Unchanged
Freedom Investment Management, Inc.
0.23%0.22%#17$823,04515,740$750,48315,74000.00%Unchanged
JPMORGAN CHASE & CO
<0.01%<0.01%#141$819,38815,800$58,2311,245+14,555+1,169.08%Add
HRT FINANCIAL LP
<0.01%#126$817,34515,631$00+15,631New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow