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

FIRST TR EXCHNG TRADED FD VI

QDEC
Institutions
118
Combined AUM (Q2 2026)
$189.1M
Combined Shares (Q2 2026)
5.3M
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+469,436
41 · 21 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-863,591
51 · 8 Exit · ≈
⚖️ Net
-394,155
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$189.1M
Institutions
118
New Buys
21
Adds
20
Reduces
43
Exits
8
Unchanged
34
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Cetera Investment Advisers
0.01%0.02%#57$16.4M461,809$15.0M477,545-15,736-3.30%Reduce
OSAIC HOLDINGS, INC.
0.02%0.02%#56$12.8M360,357$11.4M360,914-557-0.15%Reduce
COMMONWEALTH EQUITY SERVICES, LLC
0.02%0.02%#55$12.7M357,986$11.6M367,292-9,306-2.53%Reduce
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#90$11.4M319,088$12.2M387,508-68,420-17.66%Reduce
Janney Montgomery Scott LLC
0.02%0.02%#54$9.3M261,477$8.3M264,928-3,451-1.30%Reduce
Kestra Advisory Services, LLC
0.03%0.05%#42$9.2M258,802$12.3M391,166-132,364-33.84%Reduce
LPL Financial LLC
<0.01%<0.01%#97$7.3M203,918$6.4M203,053+865+0.43%Add
Sequent Planning LLC
1.13%3.69%#4$5.3M148,608$15.3M485,639-337,031-69.40%Reduce
OPPENHEIMER & CO INC
0.06%0.06%#34$5.2M146,546$4.8M152,633-6,087-3.99%Reduce
STEPHENS INC /AR/
0.06%0.06%#33$5.2M145,006$4.6M145,011-5-0.00%Reduce
First Heartland Consultants, Inc.
0.33%0.33%#12$5.1M142,252$4.4M138,475+3,777+2.73%Add
Luken Investment Analytics, LLC
1.6%1.75%#2$4.6M128,292$4.6M145,710-17,418-11.95%Reduce
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#100$4.2M117,689$3.7M117,666+23+0.02%Add
Ameritas Advisory Services, LLC
0.08%#28$4.0M112,347$00+112,347New Buy
Global Retirement Partners, LLC
0.06%#32$3.8M107,571$00+107,571New Buy
TRUIST FINANCIAL CORP
<0.01%0.01%#86$3.6M102,034$4.2M132,031-29,997-22.72%Reduce
HARBOUR INVESTMENTS, INC.
0.04%0.04%#37$3.2M88,841$2.7M86,950+1,891+2.17%Add
HighTower Advisors, LLC
<0.01%<0.01%#93$3.0M83,719$2.6M82,593+1,126+1.36%Add
SACKS & ASSOCIATES, LLC
1.86%#1$2.8M79,656$00+79,656New Buy
Faithward Advisors, LLC
0.34%0.35%#11$2.8M78,114$2.5M78,680-566-0.72%Reduce
SMART Wealth LLC
0.6%1.13%#7$2.8M77,903$3.9M122,965-45,062-36.65%Reduce
Steward Partners Investment Advisory, LLC
0.01%0.01%#62$2.5M70,558$2.3M71,858-1,300-1.81%Reduce
FWG Investments, LLC.
1.32%1.41%#3$2.5M70,119$2.2M70,371-252-0.36%Reduce
GREAT VALLEY ADVISOR GROUP, INC.
0.04%0.04%#40$2.3M64,799$2.0M64,620+179+0.28%Add
MML INVESTORS SERVICES, LLC
<0.01%<0.01%#89$1.9M54,256$1.1M36,046+18,210+50.52%Add
Harvest Investment Services, LLC
0.29%0.34%#13$1.9M52,607$1.9M59,822-7,215-12.06%Reduce
Outlook Wealth Advisors, LLC
0.36%0.32%#10$1.7M46,715$1.3M42,678+4,037+9.46%Add
Clear Creek Financial Management, LLC
0.1%0.11%#26$1.6M45,242$1.4M45,287-45-0.10%Reduce
Purus Wealth Management, LLC
0.44%0.63%#9$1.6M44,815$2.0M62,616-17,801-28.43%Reduce
UPTICK PARTNERS, LLC
0.25%0.28%#18$1.6M44,482$1.4M44,448+34+0.08%Add
Keystone Wealth Services, LLC
0.28%0.31%#14$1.5M42,970$1.4M45,663-2,693-5.90%Reduce
Maia Wealth LLC
0.22%0.23%#19$1.5M42,578$1.4M43,074-496-1.15%Reduce
Ignite Planners, LLC
0.2%0.22%#20$1.5M41,364$1.4M44,775-3,411-7.62%Reduce
Grantvest Financial Group LLC
0.71%0.71%#6$1.2M34,550$1.1M34,674-124-0.36%Reduce
IFP Advisors, Inc
0.02%0.02%#48$1.2M33,099$1.1M34,750-1,651-4.75%Reduce
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#110$1.2M32,508$968,24430,777+1,731+5.62%Add
Mission Financial Group, LLC
0.89%0.89%#5$1.1M30,241$959,18029,486+755+2.56%Add
Arax Advisory Partners
0.01%#76$1.1M29,836$00+29,836New Buy
NewEdge Advisors, LLC
<0.01%<0.01%#91$986,89627,714$877,51427,893-179-0.64%Reduce
DHJJ Financial Advisors, Ltd.
0.26%0.27%#16$915,81825,718$817,42625,983-265-1.02%Reduce
Arkadios Wealth Advisors
0.01%0.01%#60$895,84125,157$791,43925,15700.00%Unchanged
World Investment Advisors
0.01%0.01%#59$855,64824,072$763,18824,259-187-0.77%Reduce
SILVER OAK SECURITIES, INCORPORATED
0.05%0.04%#35$855,38824,021$583,89818,560+5,461+29.42%Add
Mariner, LLC
<0.01%<0.01%#101$842,17723,650$890,79028,315-4,665-16.48%Reduce
PARK AVENUE SECURITIES LLC
0.01%0.01%#83$805,42722,618$727,00023,098-480-2.08%Reduce
1776 Wealth LLC
0.27%0.27%#15$767,03921,540$677,64821,54000.00%Unchanged
INSIGNEO ADVISORY SERVICES, LLC
0.03%0.05%#43$759,34821,324$672,61521,380-56-0.26%Reduce
Mutual Advisors, LLC
0.01%0.01%#63$650,59518,270$574,77418,27000.00%Unchanged
INTEGRITY ALLIANCE, LLC.
0.02%0.02%#51$648,13818,201$572,60318,20100.00%Unchanged
NOVEM GROUP
0.07%0.06%#30$647,88818,194$558,22617,744+450+2.54%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow