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

FIRST TR EXCHNG TRADED FD VI

DJAN
Institutions
118
Combined AUM (Q2 2026)
$196.9M
Combined Shares (Q2 2026)
4.3M
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+332,129
39 · 12 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-2.0M
69 · 16 Exit · ≈
⚖️ Net
-1.7M
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$196.9M
Institutions
118
New Buys
12
Adds
27
Reduces
53
Exits
16
Unchanged
26
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
First International Bank of Israel Ltd.
8.37%8.5%#1$31.0M680,000$28.9M680,00000.00%Unchanged
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#86$16.1M353,872$12.5M294,071+59,801+20.34%Add
Brookstone Capital Management
0.13%0.16%#29$13.3M291,901$13.8M323,977-32,076-9.90%Reduce
Cetera Investment Advisers
0.01%0.01%#71$10.6M232,988$9.9M232,030+958+0.41%Add
MML INVESTORS SERVICES, LLC
0.02%0.02%#59$9.4M207,299$8.4M196,692+10,607+5.39%Add
LPL Financial LLC
<0.01%<0.01%#93$9.0M197,622$6.1M142,789+54,833+38.40%Add
PRECEDENT WEALTH PARTNERS, LLC
0.93%1.06%#3$5.6M122,246$5.3M124,440-2,194-1.76%Reduce
Kestra Advisory Services, LLC
0.02%0.02%#62$5.3M115,604$5.2M121,652-6,048-4.97%Reduce
Advisory Services Network, LLC
0.05%0.06%#47$4.8M105,691$4.5M105,273+418+0.40%Add
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#102$4.8M104,532$4.9M114,426-9,894-8.65%Reduce
OSAIC HOLDINGS, INC.
0.01%0.01%#81$4.3M94,572$4.2M99,524-4,952-4.98%Reduce
IFP Advisors, Inc
0.08%0.08%#39$4.2M91,376$3.9M91,061+315+0.35%Add
SMART Wealth LLC
0.89%1.46%#4$4.1M90,896$5.0M116,934-26,038-22.27%Reduce
FOUNDERS FINANCIAL SECURITIES LLC
0.2%0.19%#19$3.9M85,525$3.3M75,974+9,551+12.57%Add
Horizon Investments, LLC
0.04%0.07%#49$3.9M85,525$6.3M149,230-63,705-42.69%Reduce
Commonwealth Financial Services, LLC
0.39%0.48%#8$2.9M64,329$3.0M71,527-7,198-10.06%Reduce
BEACON FINANCIAL GROUP
0.26%0.29%#15$2.9M62,673$2.9M68,730-6,057-8.81%Reduce
Wood Tarver Financial Group, LLC
0.61%0.58%#5$2.6M56,589$2.1M49,244+7,345+14.92%Add
HARBOUR INVESTMENTS, INC.
0.03%0.04%#52$2.5M55,829$2.4M55,802+27+0.05%Add
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#90$2.3M51,130$2.3M53,497-2,367-4.42%Reduce
JPMORGAN CHASE & CO
<0.01%<0.01%#114$2.1M45,982$20,430487+45,495+9,341.89%Add
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%#111$1.9M41,730$00+41,730New Buy
Strategic Blueprint, LLC
0.09%0.09%#35$1.9M41,644$1.5M35,907+5,737+15.98%Add
REAP Financial Group, LLC
0.32%0.37%#11$1.8M40,601$1.9M44,328-3,727-8.41%Reduce
Spectrum Asset Management, Inc. (NB/CA)
0.5%0.55%#6$1.8M40,032$1.7M40,692-660-1.62%Reduce
&PARTNERS
0.01%0.01%#77$1.7M38,154$1.7M39,154-1,000-2.55%Reduce
Lionshead Wealth Management, LLC
1.09%1.17%#2$1.7M36,927$1.6M37,255-328-0.88%Reduce
Apollon Wealth Management, LLC
0.02%0.02%#58$1.7M36,447$1.2M28,259+8,188+28.97%Add
TRUIST FINANCIAL CORP
<0.01%<0.01%#94$1.6M34,067$1.9M45,718-11,651-25.48%Reduce
Comprehensive Financial Consultants Institutional, Inc.
0.39%0.47%#9$1.5M32,310$1.6M36,948-4,638-12.55%Reduce
Janney Montgomery Scott LLC
<0.01%<0.01%#92$1.4M30,000$1.4M33,573-3,573-10.64%Reduce
1ST SOURCE BANK
0.05%0.06%#46$1.2M26,544$1.1M26,454+90+0.34%Add
Falcon Wealth Planning
0.07%0.07%#40$1.1M23,386$994,60723,38600.00%Unchanged
Waverly Advisors, LLC
0.01%0.01%#78$1.0M22,237$956,20222,483-246-1.09%Reduce
Kovack Advisors, Inc.
0.05%0.05%#48$982,42921,585$874,81920,506+1,079+5.26%Add
GREAT VALLEY ADVISOR GROUP, INC.
0.01%0.02%#63$922,00020,250$868,00020,400-150-0.74%Reduce
OneDigital Investment Advisors LLC
0.01%0.01%#75$899,69519,763$849,87719,983-220-1.10%Reduce
Integrity Financial Corp /WA
0.43%0.42%#7$892,63919,608$841,75419,792-184-0.93%Reduce
OLD MISSION CAPITAL LLC
0.01%0.01%#64$881,39419,361$675,07815,873+3,488+21.97%Add
Tanglewood Legacy Advisors, LLC
0.28%0.3%#13$880,43819,340$822,53019,34000.00%Unchanged
Ameritas Advisory Services, LLC
0.02%0.01%#61$850,39218,680$325,0147,642+11,038+144.44%Add
Keystone Wealth Services, LLC
0.15%0.17%#27$823,07818,080$804,58318,918-838-4.43%Reduce
Robertson Stephens Wealth Management, LLC
0.02%0.02%#60$744,32116,350$729,39017,150-800-4.66%Reduce
Buck Wealth Strategies, LLC
0.08%0.08%#38$718,46315,782$671,20815,78200.00%Unchanged
HRT FINANCIAL LP
<0.01%#103$691,01215,179$00+15,179New Buy
Geneos Wealth Management Inc.
0.01%0.01%#66$659,45114,487$602,22514,160+327+2.31%Add
Per Stirling Capital Management, LLC.
0.06%1.02%#44$634,91813,947$9.2M216,843-202,896-93.57%Reduce
Arkadios Wealth Advisors
0.01%0.01%#73$628,96213,816$599,20514,089-273-1.94%Reduce
LifeWealth Investments, LLC
0.17%0.17%#24$617,80913,571$585,59613,769-198-1.44%Reduce
RFG Advisory, LLC
0.01%0.01%#72$609,34113,385$521,92812,272+1,113+9.07%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow