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

FIRST TR EXCHNG TRADED FD VI

DMAY
Institutions
103
Combined AUM (Q2 2026)
$164.9M
Combined Shares (Q2 2026)
3.5M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+1.3M
62 · 27 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-262,004
25 · 4 Exit · ≈
⚖️ Net
+1.0M
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$164.9M
Institutions
103
New Buys
27
Adds
35
Reduces
21
Exits
4
Unchanged
20
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#75$14.1M300,279$9.9M220,384+79,895+36.25%Add
Spectrum Asset Management, Inc. (NB/CA)
3.56%1.92%#1$12.9M273,257$6.1M134,686+138,571+102.88%Add
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#77$9.3M198,006$5.4M120,382+77,624+64.48%Add
COMMONWEALTH EQUITY SERVICES, LLC
0.01%<0.01%#61$8.1M171,620$3.0M66,965+104,655+156.28%Add
Kestra Advisory Services, LLC
0.02%0.04%#50$7.0M149,318$9.6M212,578-63,260-29.76%Reduce
TRUIST FINANCIAL CORP
0.01%0.01%#66$6.8M143,853$6.1M136,303+7,550+5.54%Add
REAP Financial Group, LLC
1.16%1.33%#3$6.8M143,662$6.8M150,530-6,868-4.56%Reduce
Janney Montgomery Scott LLC
0.01%0.01%#58$6.6M140,152$6.0M132,963+7,189+5.41%Add
LPL Financial LLC
<0.01%<0.01%#83$5.3M112,739$2.0M44,447+68,292+153.65%Add
Ausdal Financial Partners, Inc.
0.2%#25$5.1M107,651$00+107,651New Buy
Tanglewood Legacy Advisors, LLC
1.52%1.64%#2$4.7M100,098$4.5M101,178-1,080-1.07%Reduce
Cetera Investment Advisers
<0.01%<0.01%#73$4.5M94,620$4.0M88,631+5,989+6.76%Add
Bluespring Wealth Management, LLC
0.08%#33$4.4M92,652$00+92,652New Buy
OSAIC HOLDINGS, INC.
<0.01%<0.01%#70$4.2M89,563$1.9M42,820+46,743+109.16%Add
Horizon Investments, LLC
0.04%0.07%#41$3.8M81,461$6.4M141,778-60,317-42.54%Reduce
FOUNDERS FINANCIAL SECURITIES LLC
0.2%0.19%#26$3.8M81,461$3.3M72,155+9,306+12.90%Add
HARBOUR INVESTMENTS, INC.
0.04%0.05%#40$3.2M68,288$2.9M65,046+3,242+4.98%Add
Maia Wealth LLC
0.44%#8$3.0M63,700$00+63,700New Buy
Strategic Blueprint, LLC
0.13%#29$2.6M55,931$00+55,931New Buy
1ST SOURCE BANK
0.11%#31$2.5M53,757$00+53,757New Buy
Decker Wealth Management LLC
0.48%0.47%#7$2.3M47,889$2.1M46,506+1,383+2.97%Add
Kovack Advisors, Inc.
0.11%0.06%#32$2.2M47,670$1.2M25,897+21,773+84.08%Add
Ritter Daniher Financial Advisory LLC / DE
0.33%0.22%#18$2.2M46,326$1.3M28,701+17,625+61.41%Add
Wood Tarver Financial Group, LLC
0.37%0.42%#15$1.6M33,338$1.5M33,443-105-0.31%Reduce
OGOREK ANTHONY JOSEPH /NY/ /ADV
0.39%0.41%#11$1.6M32,998$1.5M32,99800.00%Unchanged
Commonwealth Financial Services, LLC
0.2%#24$1.5M32,294$00+32,294New Buy
Mutual Advisors, LLC
0.03%0.03%#48$1.5M31,076$1.4M31,695-619-1.95%Reduce
NEW WAVE WEALTH ADVISORS LLC
0.38%#13$1.4M29,400$00+29,400New Buy
TopTier Wealth Management, LLC
0.79%0.76%#4$1.3M27,691$1.2M27,69100.00%Unchanged
MML INVESTORS SERVICES, LLC
<0.01%<0.01%#78$1.2M25,174$694,45215,457+9,717+62.86%Add
Ignite Planners, LLC
0.16%0.12%#27$1.2M25,144$809,33218,014+7,130+39.58%Add
Maltin Wealth Management, Inc.
0.38%#12$1.1M24,014$00+24,014New Buy
Sloy Dahl & Holst, LLC
0.13%0.14%#30$1.0M22,105$993,13422,10500.00%Unchanged
Prime Capital Investment Advisors, LLC
0.01%#64$935,14419,846$00+19,846New Buy
Grantvest Financial Group LLC
0.53%0.57%#5$917,00219,461$881,75719,626-165-0.84%Reduce
Integrity Financial Corp /WA
0.43%0.44%#9$909,27519,297$891,19219,836-539-2.72%Reduce
StoneX Group Inc.
0.04%0.02%#44$896,31719,022$410,1939,130+9,892+108.35%Add
&PARTNERS
<0.01%<0.01%#74$881,38018,705$840,37818,70500.00%Unchanged
EVOLUTION WEALTH MANAGEMENT INC.
0.51%0.6%#6$862,67318,308$822,76618,313-5-0.03%Reduce
JPMORGAN CHASE & CO
<0.01%<0.01%#97$859,96318,340$5,255119+18,221+15,311.76%Add
MONEY CONCEPTS CAPITAL CORP
0.04%0.04%#42$849,95118,038$810,41118,03800.00%Unchanged
Santori & Peters, Inc.
0.23%0.11%#22$801,60517,012$363,4688,090+8,922+110.28%Add
AlphaStar Capital Management, LLC
0.05%0.05%#38$779,60016,545$676,07715,048+1,497+9.95%Add
Nova Wealth Management, Inc.
0.39%0.25%#10$707,69515,019$378,0248,414+6,605+78.50%Add
Waverly Advisors, LLC
<0.01%0.01%#72$705,10414,964$679,04215,114-150-0.99%Reduce
WETZEL INVESTMENT ADVISORS, INC.
0.24%0.27%#21$686,25614,564$683,26515,208-644-4.23%Reduce
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#96$685,50214,548$371,5998,271+6,277+75.89%Add
Ameritas Advisory Services, LLC
0.01%0.01%#57$679,98914,431$287,9886,410+8,021+125.13%Add
JIM SAULNIER & ASSOCIATES, LLC
0.25%0.29%#19$618,73313,131$589,95013,13100.00%Unchanged
RFG Advisory, LLC
0.01%0.01%#63$610,39212,954$532,44211,851+1,103+9.31%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow