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

FIRST TR EXCHNG TRADED FD VI

QJUN
Institutions
109
Combined AUM (Q2 2026)
$191.0M
Combined Shares (Q2 2026)
5.7M
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+851,849
44 · 18 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-1.1M
54 · 15 Exit · ≈
⚖️ Net
-270,738
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$191.0M
Institutions
109
New Buys
18
Adds
26
Reduces
39
Exits
15
Unchanged
26
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
RAYMOND JAMES FINANCIAL INC
0.01%<0.01%#76$18.6M551,836$5.4M173,080+378,756+218.83%Add
TRUIST FINANCIAL CORP
0.02%0.02%#53$12.6M373,696$11.9M379,835-6,139-1.62%Reduce
LPL Financial LLC
<0.01%<0.01%#82$12.4M368,382$8.0M257,070+111,312+43.30%Add
Cetera Investment Advisers
0.01%0.01%#64$11.1M328,727$9.9M318,309+10,418+3.27%Add
Modern Wealth Management, LLC
0.13%0.23%#21$10.8M320,164$13.2M420,036-99,872-23.78%Reduce
OSAIC HOLDINGS, INC.
0.01%0.01%#57$10.5M311,268$9.4M300,002+11,266+3.76%Add
COMMONWEALTH EQUITY SERVICES, LLC
0.01%0.01%#55$10.3M303,425$10.0M319,150-15,725-4.93%Reduce
Kestra Advisory Services, LLC
0.03%0.04%#44$8.0M235,877$9.4M302,251-66,374-21.96%Reduce
Ferguson Shapiro LLC
1.83%6.24%#2$6.2M184,928$20.5M655,777-470,849-71.80%Reduce
Aptus Capital Advisors, LLC
0.04%0.04%#36$5.6M165,490$5.3M169,698-4,208-2.48%Reduce
Financial Guidance Group, Inc.
2.06%2.11%#1$5.5M163,225$5.2M167,734-4,509-2.69%Reduce
IFP Advisors, Inc
0.09%0.09%#26$4.8M140,654$4.3M139,175+1,479+1.06%Add
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#95$4.2M124,976$4.3M138,713-13,737-9.90%Reduce
Steward Partners Investment Advisory, LLC
0.02%0.02%#48$3.5M104,551$3.3M106,579-2,028-1.90%Reduce
STEPHENS INC /AR/
0.04%0.04%#37$3.2M95,969$3.0M95,090+879+0.92%Add
Sequent Planning LLC
0.69%0.86%#6$3.2M95,382$3.6M114,440-19,058-16.65%Reduce
SMART Wealth LLC
0.58%1.13%#7$2.7M80,056$3.9M123,665-43,609-35.26%Reduce
FWG Investments, LLC.
1.35%1.58%#4$2.6M75,801$2.5M79,706-3,905-4.90%Reduce
HARBOUR INVESTMENTS, INC.
0.03%0.04%#39$2.5M75,206$2.6M83,003-7,797-9.39%Reduce
HighTower Advisors, LLC
<0.01%<0.01%#83$2.5M75,177$2.1M65,919+9,258+14.04%Add
ACORN FINANCIAL ADVISORY SERVICES INC /ADV
0.33%0.32%#11$2.5M73,586$2.3M73,58600.00%Unchanged
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#101$2.4M72,018$1.8M56,408+15,610+27.67%Add
Keystone Wealth Services, LLC
0.42%0.43%#10$2.2M66,175$2.0M64,742+1,433+2.21%Add
Ameritas Advisory Services, LLC
0.04%#33$2.1M61,010$00+61,010New Buy
First Heartland Consultants, Inc.
0.13%0.14%#20$2.0M59,395$1.9M59,631-236-0.40%Reduce
NORTHEAST PLANNING ASSOCIATES, INC. / NH /
1.47%#3$2.0M62,357$00+62,357New Buy
FOUNDATIONS INVESTMENT ADVISORS, LLC
0.02%0.02%#47$1.9M57,529$1.9M61,504-3,975-6.46%Reduce
MML INVESTORS SERVICES, LLC
<0.01%<0.01%#79$1.8M52,618$1.3M40,697+11,921+29.29%Add
Faithward Advisors, LLC
0.17%0.21%#17$1.4M40,127$1.5M48,103-7,976-16.58%Reduce
Ignite Planners, LLC
0.17%0.19%#15$1.3M37,450$1.2M39,039-1,589-4.07%Reduce
Avantra Family Wealth, Inc.
0.7%0.75%#5$1.1M32,581$1.0M32,157+424+1.32%Add
UPTICK PARTNERS, LLC
0.17%0.18%#16$1.1M31,599$920,16529,450+2,149+7.30%Add
Ausdal Financial Partners, Inc.
0.04%0.04%#34$1.1M31,436$976,15631,242+194+0.62%Add
CENTAURUS FINANCIAL, INC.
0.04%0.02%#35$1.0M30,364$402,00012,869+17,495+135.95%Add
Janney Montgomery Scott LLC
<0.01%<0.01%#89$1.0M30,215$1.1M36,065-5,850-16.22%Reduce
Clear Creek Financial Management, LLC
0.06%0.07%#30$897,79326,573$914,63529,273-2,700-9.22%Reduce
Waverly Advisors, LLC
0.01%0.01%#75$879,31226,026$813,18226,02600.00%Unchanged
NewEdge Advisors, LLC
<0.01%<0.01%#87$765,11622,646$776,31324,846-2,200-8.85%Reduce
Rockefeller Capital Management L.P.
<0.01%<0.01%#93$747,78322,133$757,44124,242-2,109-8.70%Reduce
DHJJ Financial Advisors, Ltd.
0.21%0.16%#14$736,53321,800$497,82715,933+5,867+36.82%Add
DIVERSIFY WEALTH MANAGEMENT, LLC
0.01%0.01%#68$734,73122,839$635,22919,119+3,720+19.46%Add
Grantvest Financial Group LLC
0.42%0.32%#9$728,52521,563$489,85915,678+5,885+37.54%Add
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%0.01%#91$721,95121,525$2.4M74,973-53,448-71.29%Reduce
Prospera Financial Services Inc
0.01%0.01%#63$716,24421,200$628,01320,100+1,100+5.47%Add
Kovack Advisors, Inc.
0.03%0.01%#40$710,45321,089$229,8907,357+13,732+186.65%Add
SILVER OAK SECURITIES, INCORPORATED
0.04%0.06%#32$688,62420,382$833,11726,664-6,282-23.56%Reduce
RED CRANE WEALTH MANAGEMENT, LLC
0.51%#8$687,44220,347$00+20,347New Buy
Farther Finance Advisors, LLC
0.01%0.01%#74$686,09920,311$640,63120,31100.00%Unchanged
Csenge Advisory Group
0.02%#45$597,09817,673$00+17,673New Buy
CCG WEALTH MANAGEMENT, LLC
0.13%0.16%#19$572,67116,950$587,12518,791-1,841-9.80%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow