13FBOX
FIRST TR EXCHANGE TRAD FD VI · 13F Institutional Holdings
Options Calculator Rankings
F

FIRST TR EXCHANGE TRAD FD VI

FAAR
Institutions
63
Combined AUM (Q2 2026)
$135.7M
Combined Shares (Q2 2026)
4.6M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+2.5M
30 · 9 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-1.3M
47 · 20 Exit · ≈
⚖️ Net
+1.2M
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$135.7M
Institutions
63
New Buys
9
Adds
21
Reduces
27
Exits
20
Unchanged
6
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
FIRST TRUST ADVISORS LP
0.03%0.01%#16$54.9M1.7M$10.2M302,639+1.4M+473.32%Add
MORGAN STANLEY
<0.01%<0.01%#47$16.6M524,216$14,257467+523,749+112,151.82%Add
ASSETMARK, INC
0.02%0.02%#22$10.8M342,239$9.4M277,837+64,402+23.18%Add
LPL Financial LLC
<0.01%<0.01%#44$6.2M196,874$17.7M525,733-328,859-62.55%Reduce
Cetera Investment Advisers
0.01%0.01%#34$5.6M176,439$8.4M247,593-71,154-28.74%Reduce
RFG Advisory, LLC
0.08%0.07%#11$5.4M169,240$4.1M120,564+48,676+40.37%Add
Center For Asset Management LLC
1.69%1.88%#1$3.8M120,665$3.8M112,098+8,567+7.64%Add
OSAIC HOLDINGS, INC.
<0.01%<0.01%#38$3.4M108,427$3.1M92,796+15,631+16.84%Add
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#48$2.9M90,438$2.6M78,335+12,103+15.45%Add
CAPTRUST FINANCIAL ADVISORS
<0.01%0.01%#37$2.8M88,247$3.0M88,033+214+0.24%Add
Simplicity Wealth,LLC
0.09%0.1%#9$2.6M81,186$1.8M52,185+29,001+55.57%Add
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#50$2.5M80,571$13.2M390,484-309,913-79.37%Reduce
CreativeOne Wealth, LLC
0.04%0.04%#15$1.7M54,372$1.9M55,673-1,301-2.34%Reduce
LexAurum Advisors, LLC
0.19%0.2%#4$1.7M52,640$1.5M45,204+7,436+16.45%Add
AE Wealth Management LLC
0.01%0.01%#29$1.5M48,560$1.5M45,729+2,831+6.19%Add
VIMA LLC
1.01%#2$1.0M32,974$00+32,974New Buy
Integrated Wealth Concepts LLC
<0.01%#36$902,38228,539$00+28,539New Buy
Pinnacle Family Advisors, LLC
0.37%0.5%#3$882,63427,914$1.1M31,513-3,599-11.42%Reduce
GeoWealth Management, LLC
0.02%0.04%#19$739,33823,382$986,48929,231-5,849-20.01%Reduce
Advisors Preferred, LLC
0.11%0.04%#7$712,66322,671$255,1967,562+15,109+199.80%Add
STIFEL FINANCIAL CORP
<0.01%<0.01%#51$697,97922,074$370,78010,987+11,087+100.91%Add
World Investment Advisors
0.01%0.01%#27$585,64917,354$704,64120,880-3,526-16.89%Reduce
NewEdge Wealth, LLC
0.01%0.01%#33$566,70317,922$613,35318,175-253-1.39%Reduce
Balboa Wealth Partners
0.08%0.1%#12$562,60017,793$602,92317,866-73-0.41%Reduce
BlueChip Wealth Advisors LLC
0.18%0.23%#5$487,29715,411$520,07616,205-794-4.90%Reduce
LaSalle St. Investment Advisors, LLC
0.06%0.07%#14$482,64815,264$516,29115,298-34-0.22%Reduce
IAMS WEALTH MANAGEMENT, LLC
0.13%0.17%#6$426,65913,492$478,44314,176-684-4.83%Reduce
Gateway Wealth Partners, LLC
0.02%0.1%#18$413,88513,090$2.6M75,573-62,483-82.68%Reduce
IFP Advisors, Inc
0.01%0.02%#31$387,53512,256$1.0M29,733-17,477-58.78%Reduce
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#52$358,72011,345$565,36016,753-5,408-32.28%Reduce
BENJAMIN EDWARDS INC
<0.01%0.03%#42$319,09410,091$3.2M96,005-85,914-89.49%Reduce
FSB PREMIER WEALTH MANAGEMENT, INC.
0.09%0.11%#8$318,44210,071$344,95210,222-151-1.48%Reduce
Snowden Capital Advisors LLC
0.01%0.01%#30$298,9999,456$378,37411,212-1,756-15.66%Reduce
Coppell Advisory Solutions LLC
0.02%#21$269,355297,893$00+297,893New Buy
Mutual Advisors, LLC
0.01%0.01%#35$266,9048,441$281,2498,334+107+1.28%Add
Richmond Investment Services, LLC
0.08%0.1%#10$266,6078,432$614,67718,214-9,782-53.71%Reduce
HBW ADVISORY SERVICES LLC
0.02%0.03%#20$255,5848,083$270,9228,028+55+0.69%Add
Signal Advisors Wealth, LLC
0.01%0.02%#26$231,1297,310$309,7779,179-1,869-20.36%Reduce
Triad Wealth Partners, LLC
0.01%0.02%#25$212,4186,910$225,9046,694+216+3.23%Add
MARIPAU WEALTH MANAGEMENT LLC
0.08%0.12%#13$212,2736,713$268,2907,950-1,237-15.56%Reduce
Apollon Wealth Management, LLC
<0.01%<0.01%#43$203,5386,437$221,1126,552-115-1.76%Reduce
Parallel Advisors, LLC
<0.01%<0.01%#41$199,2066,300$240,9217,139-839-11.75%Reduce
Rossby Financial, LCC
0.03%0.03%#17$159,0175,029$167,7064,987+42+0.84%Add
Ascentis Independent Advisors
0.02%0.01%#24$119,9713,555$119,9713,55500.00%Unchanged
ROYAL BANK OF CANADA
<0.01%<0.01%#58$116,0003,649$115,0003,397+252+7.42%Add
CoreCap Advisors, LLC
<0.01%<0.01%#39$108,1093,419$97,5972,892+527+18.22%Add
MERCER GLOBAL ADVISORS INC /ADV
<0.01%<0.01%#56$103,0183,258$208,5726,180-2,922-47.28%Reduce
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
<0.01%#40$94,7353,018$00+3,018New Buy
UBS Group AG
<0.01%<0.01%#60$86,9552,750$2026+2,744+45,733.33%Add
Synergy Investment Management, LLC
0.02%0.03%#23$76,3162,414$81,4482,41400.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow