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

FIRST TR EXCHNG TRADED FD VI

BUFY
Institutions
61
Combined AUM (Q2 2026)
$130.8M
Combined Shares (Q2 2026)
5.6M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+2.4M
45 · 12 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-108,606
12 · 4 Exit · ≈
⚖️ Net
+2.3M
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$130.8M
Institutions
61
New Buys
12
Adds
33
Reduces
8
Exits
4
Unchanged
8
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
COMMONWEALTH EQUITY SERVICES, LLC
0.02%0.01%#29$17.4M742,624$7.6M337,704+404,920+119.90%Add
Janney Montgomery Scott LLC
0.03%0.02%#27$15.9M681,021$9.7M434,658+246,363+56.68%Add
Prasad Wealth Partners, LLC
3.6%#1$15.0M639,436$00+639,436New Buy
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#50$12.8M547,922$9.8M435,658+112,264+25.77%Add
Rockefeller Capital Management L.P.
0.01%0.02%#34$9.8M417,530$8.8M392,024+25,506+6.51%Add
Cetera Investment Advisers
0.01%0.01%#43$7.9M337,507$5.0M224,728+112,779+50.18%Add
OSAIC HOLDINGS, INC.
<0.01%<0.01%#48$3.9M167,781$797,23935,625+132,156+370.96%Add
Advisory Services Network, LLC
0.04%0.05%#23$3.8M160,754$3.5M155,908+4,846+3.11%Add
LPL Financial LLC
<0.01%#55$2.8M121,254$00+121,254New Buy
Simplicity Wealth,LLC
0.09%0.15%#14$2.7M115,817$2.6M117,633-1,816-1.54%Reduce
INDEPENDENT FINANCIAL GROUP, LLC
0.04%#25$2.1M89,112$00+89,112New Buy
Integrated Wealth Concepts LLC
0.01%0.01%#39$2.0M85,211$1.5M66,855+18,356+27.46%Add
Keystone Wealth Services, LLC
0.37%0.2%#5$2.0M84,996$954,32842,642+42,354+99.32%Add
Opus Financial Solutions LLC
1.45%0.96%#3$1.8M76,982$1.0M45,681+31,301+68.52%Add
AssuredPartners Investment Advisors, LLC
0.17%0.19%#10$1.8M75,643$1.7M77,192-1,549-2.01%Reduce
NewEdge Advisors, LLC
0.01%0.01%#45$1.7M73,763$1.5M66,240+7,523+11.36%Add
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%<0.01%#52$1.7M71,746$532,20023,706+48,040+202.65%Add
WEDBUSH SECURITIES INC
0.04%0.04%#24$1.6M70,247$1.3M59,781+10,466+17.51%Add
VIMA LLC
1.56%#2$1.6M69,046$00+69,046New Buy
Visionary Wealth Advisors
0.06%0.06%#19$1.5M65,250$1.3M59,047+6,203+10.51%Add
OLD MISSION CAPITAL LLC
0.02%#30$1.4M58,399$00+58,399New Buy
Prospera Financial Services Inc
0.02%0.01%#32$1.3M54,198$806,79836,052+18,146+50.33%Add
McKinley Carter Wealth Services, Inc.
0.06%0.06%#20$1.1M48,951$1.1M49,132-181-0.37%Reduce
Brookstone Capital Management
0.01%0.01%#41$898,86738,400$846,77037,836+564+1.49%Add
Kestra Advisory Services, LLC
<0.01%<0.01%#51$883,60537,748$652,10829,138+8,610+29.55%Add
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#60$799,31334,147$534,83723,898+10,249+42.89%Add
IFP Advisors, Inc
0.01%0.01%#35$789,03733,708$252,31211,274+22,434+198.99%Add
MML INVESTORS SERVICES, LLC
<0.01%<0.01%#53$787,89033,659$712,57931,840+1,819+5.71%Add
Mariner, LLC
<0.01%<0.01%#54$691,35529,535$640,85128,635+900+3.14%Add
Kovack Advisors, Inc.
0.03%0.04%#26$664,46928,459$754,32033,451-4,992-14.92%Reduce
BIP Wealth, LLC
0.02%#31$660,15228,202$00+28,202New Buy
Legacy Capital Wealth Partners, LLC
0.12%0.1%#12$624,40826,675$491,04021,941+4,734+21.58%Add
Claro Advisors Inc.
0.06%0.06%#18$600,12425,638$477,80421,350+4,288+20.08%Add
Kingsview Wealth Management, LLC
0.01%0.01%#38$592,22026,462$592,22026,46200.00%Unchanged
DHJJ Financial Advisors, Ltd.
0.16%0.18%#11$567,08324,226$544,41624,326-100-0.41%Reduce
Capasso Planning Partners LLC
0.27%0.28%#8$534,17122,820$510,71222,82000.00%Unchanged
Sigma Planning Corp
0.01%#37$499,85421,354$00+21,354New Buy
Chris Bulman Inc
0.18%0.21%#9$495,89921,185$474,12021,18500.00%Unchanged
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
0.01%0.01%#42$488,80620,882$467,33920,88200.00%Unchanged
WINNACLE WEALTH LLC
0.33%0.31%#6$478,53020,443$402,10917,967+2,476+13.78%Add
Arlington Capital Management, Inc.
0.29%#7$467,43419,969$00+19,969New Buy
INTEGRITY ALLIANCE, LLC.
0.01%#36$452,10219,314$00+19,314New Buy
Tradition Wealth Management, LLC
0.03%0.03%#28$430,63718,397$411,72518,39700.00%Unchanged
PRINCIPAL SECURITIES, INC.
0.01%<0.01%#46$420,73517,974$288,81412,905+5,069+39.28%Add
Capital Analysts, LLC
0.01%<0.01%#40$410,71717,546$13,000604+16,942+2,804.97%Add
Bank of New York Mellon Corp
<0.01%<0.01%#59$396,60616,943$295,83713,219+3,724+28.17%Add
TRUIST FINANCIAL CORP
<0.01%<0.01%#56$395,15016,881$300,69813,436+3,445+25.64%Add
OneAscent Financial Services LLC
0.02%0.01%#33$319,82413,663$217,6459,725+3,938+40.49%Add
National Wealth Management Group, LLC
0.1%0.08%#13$314,86113,451$206,2549,216+4,235+45.95%Add
HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#49$310,69413,273$174,4077,793+5,480+70.32%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow