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

FIRST TR EXCHNG TRADED FD VI

FDEC
Institutions
147
Combined AUM (Q2 2026)
$297.1M
Combined Shares (Q2 2026)
5.5M
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+515,071
46 · 15 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-1.5M
79 · 20 Exit · ≈
⚖️ Net
-1.0M
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$297.1M
Institutions
147
New Buys
15
Adds
31
Reduces
59
Exits
20
Unchanged
42
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Griffith & Werner, Inc.
12.7%11.98%#1$27.1M497,699$24.2M486,440+11,259+2.31%Add
ASSETMARK, INC
0.03%0.03%#60$16.4M301,959$14.0M281,963+19,996+7.09%Add
COMMONWEALTH EQUITY SERVICES, LLC
0.02%0.02%#70$16.3M299,884$15.4M309,513-9,629-3.11%Reduce
ENVESTNET ASSET MANAGEMENT INC
<0.01%0.01%#118$14.7M269,816$27.6M555,488-285,672-51.43%Reduce
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#115$14.1M258,435$13.7M276,446-18,011-6.52%Reduce
LPL Financial LLC
<0.01%<0.01%#122$12.7M232,256$10.5M211,150+21,106+10.00%Add
MGO ONE SEVEN LLC
0.19%0.22%#29$11.8M216,414$10.8M216,770-356-0.16%Reduce
Cetera Investment Advisers
0.01%0.02%#90$10.9M200,853$17.9M359,028-158,175-44.06%Reduce
OSAIC HOLDINGS, INC.
0.01%0.01%#85$9.3M171,406$6.3M127,606+43,800+34.32%Add
Schulz Wealth, LTD.
4.17%#2$8.1M148,313$00+148,313New Buy
NATIONAL BANK OF CANADA /FI/
0.01%0.01%#105$7.4M136,122$6.3M127,221+8,901+7.00%Add
Janney Montgomery Scott LLC
0.01%0.01%#79$6.4M116,984$5.8M117,267-283-0.24%Reduce
Kestra Advisory Services, LLC
0.02%0.03%#71$5.8M105,623$6.7M135,271-29,648-21.92%Reduce
TRUIST FINANCIAL CORP
0.01%0.01%#109$4.8M88,430$4.9M98,466-10,036-10.19%Reduce
Faithward Advisors, LLC
0.57%0.61%#14$4.6M85,166$4.3M85,610-444-0.52%Reduce
LEIGH BALDWIN & CO., LLC
2.5%2.38%#3$4.6M85,055$3.7M73,885+11,170+15.12%Add
NOVEM GROUP
0.45%0.46%#15$4.5M82,353$4.0M80,895+1,458+1.80%Add
REAP Financial Group, LLC
0.76%0.8%#7$4.4M81,647$4.1M81,572+75+0.09%Add
Harvest Investment Services, LLC
0.68%0.72%#9$4.4M81,004$4.0M79,643+1,361+1.71%Add
MML INVESTORS SERVICES, LLC
0.01%0.01%#98$4.2M76,316$3.4M67,486+8,830+13.08%Add
Arkadios Wealth Advisors
0.06%0.06%#43$4.1M75,649$3.9M79,367-3,718-4.68%Reduce
STEPHENS INC /AR/
0.05%0.05%#50$4.1M74,396$3.7M75,225-829-1.10%Reduce
Crusonia Wealth Advisors LLC
0.66%0.76%#10$4.0M73,543$3.7M73,688-145-0.20%Reduce
Rockefeller Capital Management L.P.
0.01%0.01%#107$3.9M72,154$3.6M73,005-851-1.17%Reduce
NovaPoint Capital, LLC
0.76%1.01%#6$3.7M67,509$4.0M80,750-13,241-16.40%Reduce
Keystone Wealth Services, LLC
0.6%0.66%#13$3.2M59,007$3.1M62,327-3,320-5.33%Reduce
PNC FINANCIAL SERVICES GROUP, INC.
<0.01%<0.01%#129$2.5M46,115$925,09018,606+27,509+147.85%Add
Ignite Planners, LLC
0.34%0.34%#21$2.4M44,966$2.2M44,590+376+0.84%Add
HARBOUR INVESTMENTS, INC.
0.03%0.04%#56$2.3M41,339$2.4M48,112-6,773-14.08%Reduce
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#140$2.1M38,782$1.0M20,372+18,410+90.37%Add
HighTower Advisors, LLC
<0.01%<0.01%#125$2.1M38,010$1.8M36,517+1,493+4.09%Add
OLD MISSION CAPITAL LLC
0.03%<0.01%#55$2.0M35,953$291,4585,862+30,091+513.32%Add
Integrity Financial Corp /WA
0.94%0.95%#5$2.0M35,940$1.9M38,467-2,527-6.57%Reduce
HRT FINANCIAL LP
<0.01%<0.01%#117$2.0M35,911$261,0005,264+30,647+582.20%Add
NewEdge Advisors, LLC
0.01%0.01%#108$1.9M35,611$1.8M35,61100.00%Unchanged
McKinley Carter Wealth Services, Inc.
0.1%0.1%#38$1.9M34,931$1.7M34,93100.00%Unchanged
FWG Investments, LLC.
0.99%1.12%#4$1.9M34,394$1.8M35,431-1,037-2.93%Reduce
Steward Partners Investment Advisory, LLC
0.01%0.01%#95$1.9M33,987$1.7M34,694-707-2.04%Reduce
Ameritas Advisory Services, LLC
0.04%0.03%#54$1.8M33,455$665,55213,386+20,069+149.93%Add
FOUNDERS FINANCIAL SECURITIES LLC
0.09%0.09%#39$1.8M33,133$1.6M31,582+1,551+4.91%Add
1776 Wealth LLC
0.61%0.63%#12$1.7M31,969$1.6M31,96900.00%Unchanged
AE Wealth Management LLC
0.01%0.01%#100$1.7M31,773$1.6M32,337-564-1.74%Reduce
RFG Advisory, LLC
0.03%0.02%#62$1.6M29,376$1.3M26,629+2,747+10.32%Add
ROYAL BANK OF CANADA
<0.01%<0.01%#139$1.4M26,057$1.4M27,271-1,214-4.45%Reduce
Sanctuary Advisors, LLC
0.01%0.01%#104$1.4M25,871$1.4M27,323-1,452-5.31%Reduce
Tanglewood Legacy Advisors, LLC
0.45%0.52%#17$1.4M25,486$1.4M28,958-3,472-11.99%Reduce
COMPASS CAPITAL CORP /MA/ /ADV
0.45%0.45%#16$1.3M24,195$1.2M23,227+968+4.17%Add
Bison Wealth, LLC
0.12%0.13%#33$1.3M24,320$1.3M24,32000.00%Unchanged
FOUNDATIONS INVESTMENT ADVISORS, LLC
0.01%0.01%#78$1.3M23,267$1.2M23,587-320-1.36%Reduce
Mariner, LLC
<0.01%<0.01%#130$1.2M21,752$1.1M22,604-852-3.77%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow