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

FIRST TR EXCHNG TRADED FD VI

GAUG
Institutions
103
Combined AUM (Q2 2026)
$172.4M
Combined Shares (Q2 2026)
4.2M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+1.1M
25 · 13 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-538,488
57 · 13 Exit · ≈
⚖️ Net
+528,155
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$172.4M
Institutions
103
New Buys
13
Adds
12
Reduces
44
Exits
13
Unchanged
34
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Arax Advisory Partners
0.42%0.86%#7$63.2M1.5M$30.6M789,886+737,068+93.31%Add
COMMONWEALTH EQUITY SERVICES, LLC
0.01%0.02%#48$11.6M279,530$11.2M288,789-9,259-3.21%Reduce
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#74$10.5M253,335$11.2M289,724-36,389-12.56%Reduce
Kestra Advisory Services, LLC
0.02%0.03%#39$7.5M181,305$9.1M236,018-54,713-23.18%Reduce
MILESTONE ASSET MANAGEMENT, LLC
0.97%1.03%#2$6.2M149,372$5.6M144,309+5,063+3.51%Add
OSAIC HOLDINGS, INC.
0.01%0.01%#62$5.0M119,908$4.8M123,352-3,444-2.79%Reduce
Americana Partners, LLC
0.09%0.16%#20$3.9M93,760$6.1M157,643-63,883-40.52%Reduce
Schulz Wealth, LTD.
1.63%#1$3.2M76,101$00+76,101New Buy
Cetera Investment Advisers
<0.01%<0.01%#75$3.1M75,168$3.0M78,636-3,468-4.41%Reduce
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#95$2.8M67,608$1.3M32,296+35,312+109.34%Add
CITY HOLDING CO
0.26%0.32%#8$2.3M55,600$2.6M66,600-11,000-16.52%Reduce
LPL Financial LLC
<0.01%<0.01%#87$2.3M54,972$4.3M112,148-57,176-50.98%Reduce
Sage Capital Advisors,llc
0.47%0.49%#6$2.3M54,533$2.1M54,573-40-0.07%Reduce
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#88$2.1M51,556$2.3M58,366-6,810-11.67%Reduce
Tanglewood Legacy Advisors, LLC
0.65%0.76%#4$2.0M48,766$2.1M54,087-5,321-9.84%Reduce
INDEPENDENT FINANCIAL GROUP, LLC
0.04%#33$1.9M47,072$00+47,072New Buy
FOUNDERS FINANCIAL SECURITIES LLC
0.09%#19$1.9M44,760$00+44,760New Buy
ROYAL BANK OF CANADA
<0.01%<0.01%#93$1.8M44,435$1.9M48,013-3,578-7.45%Reduce
Brookstone Capital Management
0.02%0.02%#43$1.8M43,958$1.7M43,869+89+0.20%Add
Chris Bulman Inc
0.65%0.73%#3$1.8M43,286$1.7M43,175+111+0.26%Add
Horizon Investments, LLC
0.02%0.03%#42$1.8M42,313$3.1M79,816-37,503-46.99%Reduce
WealthPlan Investment Management, LLC
0.08%0.09%#22$1.6M38,015$1.6M40,862-2,847-6.97%Reduce
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
0.07%0.08%#25$1.5M35,170$1.4M35,17000.00%Unchanged
OLD MISSION CAPITAL LLC
0.02%#40$1.3M30,932$00+30,932New Buy
MAI Capital Management
<0.01%0.02%#65$1.2M29,110$3.1M79,528-50,418-63.40%Reduce
Concurrent Investment Advisors, LLC
0.01%0.01%#54$1.2M28,785$1.1M29,011-226-0.78%Reduce
Janney Montgomery Scott LLC
<0.01%#80$1.1M26,024$00+26,024New Buy
CreativeOne Wealth, LLC
0.02%0.02%#41$921,30522,243$860,97122,24300.00%Unchanged
Kovack Advisors, Inc.
0.04%0.05%#31$919,60822,202$905,17423,385-1,183-5.06%Reduce
CITADEL ADVISORS LLC
<0.01%#97$882,66021,310$00+21,310New Buy
JPMORGAN CHASE & CO
<0.01%<0.01%#99$866,17520,988$343,6489,022+11,966+132.63%Add
CENTAURUS FINANCIAL, INC.
0.03%0.04%#36$856,19320,671$822,00021,231-560-2.64%Reduce
Sanctuary Advisors, LLC
<0.01%0.01%#68$852,00920,570$1.1M27,741-7,171-25.85%Reduce
Mutual Advisors, LLC
0.02%0.02%#44$849,48320,509$817,07721,109-600-2.84%Reduce
TRUIST FINANCIAL CORP
<0.01%<0.01%#84$805,41219,445$1.0M26,116-6,671-25.54%Reduce
LVZ, Inc.
0.08%0.08%#23$743,90317,960$695,18717,96000.00%Unchanged
UNITED CAPITAL FINANCIAL ADVISORS, LLC
<0.01%<0.01%#67$741,15417,885$692,50717,88500.00%Unchanged
UPTICK PARTNERS, LLC
0.11%0.14%#16$733,42417,707$722,86318,675-968-5.18%Reduce
Kestra Investment Management, LLC
0.01%0.01%#49$728,86817,597$681,13617,59700.00%Unchanged
FSB PREMIER WEALTH MANAGEMENT, INC.
0.2%0.21%#11$725,55417,517$679,04617,543-26-0.15%Reduce
Wood Tarver Financial Group, LLC
0.16%0.18%#12$694,36516,764$654,00016,897-133-0.79%Reduce
WealthPLAN Partners, LLC
0.11%0.12%#17$585,43014,134$631,20316,307-2,173-13.33%Reduce
HARBOUR INVESTMENTS, INC.
0.01%0.01%#58$569,73213,755$651,02116,819-3,064-18.22%Reduce
Savvy Advisors, Inc.
0.01%0.01%#52$555,73213,417$520,19013,439-22-0.16%Reduce
KESTRA PRIVATE WEALTH SERVICES, LLC
0.01%0.01%#63$525,82712,695$491,39212,69500.00%Unchanged
Beacon Pointe Advisors, LLC
<0.01%<0.01%#77$509,71512,306$487,32812,590-284-2.26%Reduce
Ameritas Advisory Services, LLC
0.01%0.01%#56$484,15811,689$334,0078,629+3,060+35.46%Add
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%<0.01%#86$474,65711,577$133,63210,541+1,036+9.83%Add
HRT FINANCIAL LP
<0.01%<0.01%#85$448,99310,840$575,00014,874-4,034-27.12%Reduce
Keystone Wealth Services, LLC
0.08%0.09%#21$430,80910,401$402,59710,40100.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow