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

FIRST TR EXCHNG TRADED FD VI

BUFS
Institutions
47
Combined AUM (Q2 2026)
$130.3M
Combined Shares (Q2 2026)
5.2M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+1.1M
31 · 4 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-725,452
16 · 6 Exit · ≈
⚖️ Net
+330,810
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$130.3M
Institutions
47
New Buys
4
Adds
27
Reduces
10
Exits
6
Unchanged
6
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
ENVESTNET ASSET MANAGEMENT INC
0.01%0.01%#31$22.3M888,795$19.6M851,311+37,484+4.40%Add
NewEdge Advisors, LLC
0.06%0.06%#13$20.7M824,063$16.9M734,326+89,737+12.22%Add
Centennial Wealth Advisory LLC
2.53%2.28%#1$11.7M466,197$9.4M408,205+57,992+14.21%Add
Cetera Investment Advisers
0.01%0.01%#26$10.2M408,429$6.5M282,865+125,564+44.39%Add
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#37$9.8M389,359$7.6M328,458+60,901+18.54%Add
MML INVESTORS SERVICES, LLC
0.02%<0.01%#22$8.5M340,159$1.6M67,314+272,845+405.33%Add
Geneos Wealth Management Inc.
0.17%0.18%#8$8.4M335,044$7.7M333,864+1,180+0.35%Add
OSAIC HOLDINGS, INC.
0.01%0.01%#27$7.5M298,922$4.0M175,240+123,682+70.58%Add
Advisory Services Network, LLC
0.05%0.05%#15$4.0M160,889$3.7M158,834+2,055+1.29%Add
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%<0.01%#36$1.9M76,876$524,44022,576+54,300+240.52%Add
Integrated Wealth Concepts LLC
0.01%0.01%#25$1.9M76,469$1.4M58,617+17,852+30.46%Add
AssuredPartners Investment Advisors, LLC
0.18%0.19%#7$1.8M73,676$1.8M75,847-2,171-2.86%Reduce
Sanctuary Advisors, LLC
0.01%0.01%#29$1.7M68,321$1.5M67,073+1,248+1.86%Add
INDEPENDENT FINANCIAL GROUP, LLC
0.03%#18$1.6M62,455$00+62,455New Buy
WORLD EQUITY GROUP, INC.
0.32%0.34%#3$1.4M57,634$1.3M57,614+20+0.03%Add
TRUIST FINANCIAL CORP
<0.01%<0.01%#38$1.4M56,972$678,49429,423+27,549+93.63%Add
Kestra Advisory Services, LLC
<0.01%<0.01%#35$1.1M43,366$921,68539,969+3,397+8.50%Add
Keystone Wealth Services, LLC
0.2%0.08%#6$1.1M42,142$359,52815,591+26,551+170.30%Add
CITADEL ADVISORS LLC
<0.01%<0.01%#44$888,33735,406$487,14321,125+14,281+67.60%Add
Kovack Advisors, Inc.
0.04%0.05%#16$850,31133,931$883,41338,243-4,312-11.28%Reduce
Capital Analysts, LLC
0.02%0.02%#21$809,00232,244$562,00024,625+7,619+30.94%Add
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#40$735,89029,330$528,88022,935+6,395+27.88%Add
IFP Advisors, Inc
0.01%0.01%#23$712,65628,404$266,71211,566+16,838+145.58%Add
Claro Advisors Inc.
0.07%0.06%#12$686,07827,345$498,35121,611+5,734+26.53%Add
Kingsview Wealth Management, LLC
0.01%0.01%#24$641,06827,800$641,06827,80000.00%Unchanged
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#45$592,72623,624$1.8M76,423-52,799-69.09%Reduce
Synergy Asset Management, LLC
0.05%0.06%#14$556,92322,197$601,54326,086-3,889-14.91%Reduce
Capasso Planning Partners LLC
0.27%0.27%#4$549,01921,882$504,59921,88200.00%Unchanged
NewEdge Wealth, LLC
<0.01%0.01%#32$496,45619,787$461,33820,006-219-1.09%Reduce
WINNACLE WEALTH LLC
0.34%0.31%#2$493,66419,676$399,75217,335+2,341+13.50%Add
LPL Financial LLC
<0.01%#43$467,07518,616$00+18,616New Buy
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
0.01%0.01%#28$462,53418,435$449,92419,511-1,076-5.51%Reduce
OneAscent Financial Services LLC
0.02%0.02%#20$449,18617,903$402,16617,440+463+2.65%Add
DHJJ Financial Advisors, Ltd.
0.13%0.14%#10$442,13617,622$419,04718,172-550-3.03%Reduce
Legacy Capital Wealth Partners, LLC
0.08%0.06%#11$441,05717,579$303,12413,145+4,434+33.73%Add
ODonnell Financial Services, LLC
0.13%0.15%#9$440,43017,554$423,93518,384-830-4.51%Reduce
Brookstone Capital Management
<0.01%<0.01%#33$393,93815,701$362,06515,70100.00%Unchanged
Tradition Wealth Management, LLC
0.02%0.02%#19$357,78314,260$328,83614,26000.00%Unchanged
ARQ WEALTH ADVISORS, LLC
0.04%0.06%#17$322,47612,863$317,23713,757-894-6.50%Reduce
PRINCIPAL SECURITIES, INC.
<0.01%<0.01%#34$317,23812,644$219,5549,521+3,123+32.80%Add
Mariner, LLC
<0.01%<0.01%#41$300,70411,985$237,17210,285+1,700+16.53%Add
Ameritas Investment Partners, Inc.
0.01%0.01%#30$288,28411,490$242,70710,525+965+9.17%Add
Bank of New York Mellon Corp
<0.01%#46$217,0328,650$00+8,650New Buy
HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#39$91,2523,637$87,3283,787-150-3.96%Reduce
IFG Advisory, LLC
0.23%0.22%#5$78,3583,398$78,3583,39800.00%Unchanged
Farther Finance Advisors, LLC
<0.01%<0.01%#42$27,5991,100$25,4101,10000.00%Unchanged
ASSETMARK, INC
<0.01%#47$7,301291$00+291New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow