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

FIRST TR EXCHNG TRADED FD VI

DDEC
Institutions
126
Combined AUM (Q2 2026)
$196.2M
Combined Shares (Q2 2026)
4.1M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+543,809
36 · 12 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-536,355
59 · 14 Exit · ≈
⚖️ Net
+7,454
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$196.2M
Institutions
126
New Buys
12
Adds
24
Reduces
45
Exits
14
Unchanged
45
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Decker Wealth Management LLC
3.89%3.82%#1$18.3M386,400$16.8M379,921+6,479+1.71%Add
First International Bank of Israel Ltd.
3.52%3.58%#2$13.0M275,000$12.2M275,00000.00%Unchanged
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#101$9.5M200,565$5.2M117,176+83,389+71.17%Add
LPL Financial LLC
<0.01%<0.01%#102$9.5M200,242$7.8M175,948+24,294+13.81%Add
OSAIC HOLDINGS, INC.
0.01%0.01%#78$9.1M192,641$8.8M198,340-5,699-2.87%Reduce
Bluespring Wealth Management, LLC
0.17%#29$8.8M185,292$00+185,292New Buy
COMMONWEALTH EQUITY SERVICES, LLC
0.01%0.01%#79$8.1M171,452$8.6M193,281-21,829-11.29%Reduce
Cetera Investment Advisers
0.01%0.01%#83$6.9M146,664$6.2M139,788+6,876+4.92%Add
Kestra Advisory Services, LLC
0.02%0.03%#71$6.1M129,097$8.2M184,345-55,248-29.97%Reduce
Hartford Financial Management Inc.
1.28%1.34%#5$5.8M121,510$5.3M118,765+2,745+2.31%Add
Spectrum Asset Management, Inc. (NB/CA)
1.55%1.68%#3$5.6M118,323$5.3M119,203-880-0.74%Reduce
HARBOUR INVESTMENTS, INC.
0.07%0.08%#43$5.4M113,999$5.1M114,470-471-0.41%Reduce
Ritter Daniher Financial Advisory LLC / DE
0.67%0.7%#8$4.4M92,646$4.1M93,296-650-0.70%Reduce
FOUNDERS FINANCIAL SECURITIES LLC
0.2%0.19%#24$3.9M82,308$3.3M73,119+9,189+12.57%Add
REAP Financial Group, LLC
0.64%0.9%#10$3.7M78,584$4.5M102,437-23,853-23.29%Reduce
Global Retirement Partners, LLC
0.05%#50$3.6M75,622$00+75,622New Buy
Aptus Capital Advisors, LLC
0.02%0.02%#69$3.1M65,300$2.9M65,30000.00%Unchanged
GUARDIAN WEALTH ADVISORS, LLC / NC
0.17%0.18%#28$3.1M65,300$2.9M65,30000.00%Unchanged
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#112$2.5M52,755$2.4M53,423-668-1.25%Reduce
Santori & Peters, Inc.
0.64%0.89%#9$2.3M48,048$2.8M64,353-16,305-25.34%Reduce
Ignite Planners, LLC
0.3%0.32%#17$2.2M45,749$2.0M46,286-537-1.16%Reduce
BEACON FINANCIAL GROUP
0.19%0.21%#25$2.1M44,039$2.1M46,866-2,827-6.03%Reduce
Strategic Blueprint, LLC
0.1%0.11%#37$2.0M41,557$1.9M42,225-668-1.58%Reduce
MML INVESTORS SERVICES, LLC
<0.01%<0.01%#93$1.9M40,086$1.6M35,072+5,014+14.30%Add
Wood Tarver Financial Group, LLC
0.44%0.52%#13$1.9M39,215$1.9M42,178-2,963-7.02%Reduce
PRECEDENT WEALTH PARTNERS, LLC
0.29%0.33%#18$1.7M36,876$1.6M36,87600.00%Unchanged
Mission Financial Group, LLC
1.43%1.63%#4$1.7M36,347$1.8M38,859-2,512-6.46%Reduce
SAGESPRING WEALTH PARTNERS, LLC
0.03%0.03%#62$1.7M36,106$1.6M36,129-23-0.06%Reduce
Ameritas Advisory Services, LLC
0.03%0.02%#58$1.7M35,599$602,78413,613+21,986+161.51%Add
MONEY CONCEPTS CAPITAL CORP
0.08%0.09%#40$1.7M35,478$1.6M36,366-888-2.44%Reduce
Clear Creek Financial Management, LLC
0.1%0.11%#36$1.6M33,806$1.5M33,628+178+0.53%Add
Prosperity Consulting Group, LLC
0.06%0.07%#48$1.5M32,349$1.5M33,249-900-2.71%Reduce
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#121$1.4M29,787$331,7907,493+22,294+297.53%Add
Nova Wealth Management, Inc.
0.76%0.84%#6$1.4M28,998$1.3M29,002-4-0.01%Reduce
Commonwealth Financial Services, LLC
0.18%0.2%#27$1.4M28,772$1.3M28,77200.00%Unchanged
Glen Eagle Advisors, LLC
0.15%0.17%#31$1.2M25,834$1.2M27,919-2,085-7.47%Reduce
SPINNAKER TRUST
0.06%0.06%#47$1.2M25,674$1.2M26,069-395-1.52%Reduce
Integrity Financial Corp /WA
0.56%0.58%#11$1.2M24,937$1.2M26,528-1,591-6.00%Reduce
CFC Planning Co LLC
0.67%0.72%#7$1.2M24,335$1.0M22,655+1,680+7.42%Add
Capasso Planning Partners LLC
0.54%0.54%#12$1.1M23,006$1.0M22,759+247+1.09%Add
Quartz Partners, LLC
0.34%0.31%#15$1.1M22,215$808,37618,256+3,959+21.69%Add
JPMORGAN CHASE & CO
<0.01%<0.01%#122$1.0M21,280$245,1635,623+15,657+278.45%Add
LifeWealth Investments, LLC
0.27%0.28%#19$996,43821,033$931,96121,047-14-0.07%Reduce
WORLD EQUITY GROUP, INC.
0.2%0.22%#23$904,38919,090$845,30519,09000.00%Unchanged
Waverly Advisors, LLC
<0.01%0.01%#88$840,10117,733$791,23917,869-136-0.76%Reduce
TRUIST FINANCIAL CORP
<0.01%<0.01%#109$816,12917,227$543,31612,270+4,957+40.40%Add
Kovack Advisors, Inc.
0.04%0.04%#55$813,82617,183$793,64317,895-712-3.98%Reduce
GTS SECURITIES LLC
0.02%0.01%#72$813,28717,167$375,6278,483+8,684+102.37%Add
Optivise Advisory Services LLC
0.41%0.46%#14$808,26517,061$755,46117,06100.00%Unchanged
Tanglewood Legacy Advisors, LLC
0.25%0.27%#20$789,55316,666$737,97016,66600.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow