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

FIRST TR EXCHNG TRADED FD VI

AFMC
Institutions
48
Combined AUM (Q2 2026)
$134.1M
Combined Shares (Q2 2026)
3.3M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+563,677
34 · 11 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-447,809
21 · 11 Exit · ≈
⚖️ Net
+115,868
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$134.1M
Institutions
48
New Buys
11
Adds
23
Reduces
10
Exits
11
Unchanged
4
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
LPL Financial LLC
0.01%0.01%#25$53.6M1.3M$44.4M1.3M+56,380+4.51%Add
Private Advisor Group, LLC
0.04%0.03%#16$8.5M207,227$5.8M162,344+44,883+27.65%Add
Cetera Investment Advisers
0.01%0.01%#31$8.4M204,557$7.2M201,579+2,978+1.48%Add
Sovran Advisors, LLC
0.38%0.11%#2$5.2M126,207$1.3M34,682+91,525+263.90%Add
Kestra Advisory Services, LLC
0.02%0.02%#24$4.9M119,589$4.1M115,108+4,481+3.89%Add
COMMONWEALTH EQUITY SERVICES, LLC
0.01%0.01%#35$4.7M114,694$3.9M110,213+4,481+4.07%Add
Farther Finance Advisors, LLC
0.03%0.03%#18$4.2M103,089$2.9M80,699+22,390+27.75%Add
KESTRA PRIVATE WEALTH SERVICES, LLC
0.04%0.04%#15$3.8M91,753$3.4M95,294-3,541-3.72%Reduce
Geneos Wealth Management Inc.
0.07%0.07%#12$3.5M86,256$2.9M82,750+3,506+4.24%Add
Brookwood Investment Group LLC
0.35%0.37%#4$3.1M75,414$3.0M85,196-9,782-11.48%Reduce
OneAscent Financial Services LLC
0.14%#7$3.0M73,402$00+73,402New Buy
&PARTNERS
0.01%0.01%#27$2.7M66,566$1.8M51,720+14,846+28.70%Add
Avior Wealth Management, LLC
0.08%0.07%#11$2.6M72,876$2.6M72,87600.00%Unchanged
Arax Advisory Partners
0.02%#22$2.5M62,040$00+62,040New Buy
OSAIC HOLDINGS, INC.
<0.01%<0.01%#36$2.2M53,773$2.1M59,919-6,146-10.26%Reduce
STIFEL FINANCIAL CORP
<0.01%#38$2.0M49,380$00+49,380New Buy
CRUX WEALTH ADVISORS
0.63%0.6%#1$1.8M44,384$1.6M44,040+344+0.78%Add
Integrated Wealth Concepts LLC
0.01%#29$1.6M39,420$00+39,420New Buy
Stratos Wealth Partners, LTD.
0.02%0.01%#23$1.6M38,770$448,81612,640+26,130+206.72%Add
PKS Advisory Services, LLC
0.24%0.31%#6$1.5M37,269$1.3M37,582-313-0.83%Reduce
Prosperity Financial Group, Inc.
0.38%0.39%#3$1.2M29,941$1.0M29,473+468+1.59%Add
JPMORGAN CHASE & CO
<0.01%#46$1.1M25,974$00+25,974New Buy
FSB PREMIER WEALTH MANAGEMENT, INC.
0.29%0.23%#5$1.0M25,428$722,35020,345+5,083+24.98%Add
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#43$1.0M24,760$741,75820,891+3,869+18.52%Add
SMITH, MOORE & CO.
0.07%0.05%#13$1.0M24,549$744,68820,974+3,575+17.04%Add
Moors & Cabot, Inc.
0.04%0.04%#17$961,88323,472$957,72026,974-3,502-12.98%Reduce
Tower Research Capital LLC (TRC)
0.02%0.04%#20$805,99519,668$1.5M41,177-21,509-52.24%Reduce
Keystone Wealth Services, LLC
0.13%0.06%#8$684,86116,712$294,6868,300+8,412+101.35%Add
MGO ONE SEVEN LLC
0.01%0.01%#26$679,24416,575$556,83015,683+892+5.69%Add
CITADEL ADVISORS LLC
<0.01%<0.01%#45$656,09016,010$1.2M33,618-17,608-52.38%Reduce
Arkadios Wealth Advisors
0.01%0.01%#30$504,58612,313$439,30712,373-60-0.48%Reduce
Simplicity Wealth,LLC
0.02%0.02%#21$500,16112,205$409,62511,537+668+5.79%Add
Mutual Advisors, LLC
0.01%0.01%#28$457,78811,171$396,63011,17100.00%Unchanged
Prospera Financial Services Inc
0.01%0.01%#34$426,10210,398$365,37610,291+107+1.04%Add
WORLD EQUITY GROUP, INC.
0.08%0.07%#10$358,2098,741$289,5478,155+586+7.19%Add
OxenFree Capital LLC
0.12%0.13%#9$266,5796,653$259,4886,898-245-3.55%Reduce
TRUIST FINANCIAL CORP
<0.01%#42$227,7525,558$00+5,558New Buy
CALTON & ASSOCIATES, INC.
0.03%#19$212,8715,194$00+5,194New Buy
PCG Wealth Advisors, LLC
0.05%#14$210,1045,127$00+5,127New Buy
Steward Partners Investment Advisory, LLC
<0.01%<0.01%#41$106,2612,593$47,8261,347+1,246+92.50%Add
HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#40$90,4022,206$87,0242,451-245-10.00%Reduce
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
<0.01%<0.01%#37$57,6131,418$50,9711,41800.00%Unchanged
Founders Financial Alliance, LLC
0.01%0.01%#33$48,3971,181$41,9311,18100.00%Unchanged
Golden State Wealth Management, LLC
<0.01%<0.01%#39$17,598429$15,228428+1+0.23%Add
MPWM ADVISORY SOLUTIONS, LLC
0.01%#32$16,187395$00+395New Buy
NewEdge Advisors, LLC
<0.01%<0.01%#47$14,493354$12,541353+1+0.28%Add
Global Retirement Partners, LLC
<0.01%#44$8,196200$00+200New Buy
ROYAL BANK OF CANADA
<0.01%#48$6,000135$00+135New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow