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

FIRST TR EXCHNG TRADED FD VI

QMMY
Institutions
65
Combined AUM (Q2 2026)
$85.7M
Combined Shares (Q2 2026)
3.2M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+2.0M
52 · 32 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-221,374
15 · 7 Exit · ≈
⚖️ Net
+1.7M
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$85.7M
Institutions
65
New Buys
32
Adds
20
Reduces
8
Exits
7
Unchanged
5
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Sequent Planning LLC
2.3%0.61%#2$10.8M407,015$2.5M102,387+304,628+297.53%Add
LPL Financial LLC
<0.01%<0.01%#48$9.0M339,513$561,12922,596+316,917+1,402.54%Add
Cetera Investment Advisers
0.01%<0.01%#39$6.0M226,880$2.5M101,891+124,989+122.67%Add
Prosperity Financial Group, Inc.
1.57%#3$5.1M191,218$00+191,218New Buy
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#54$4.3M161,819$4.3M172,419-10,600-6.15%Reduce
TRUIST FINANCIAL CORP
0.01%0.01%#40$4.2M160,019$4.2M169,279-9,260-5.47%Reduce
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#53$3.9M148,671$1.3M51,860+96,811+186.68%Add
OSAIC HOLDINGS, INC.
<0.01%<0.01%#44$3.4M127,385$1.4M54,612+72,773+133.25%Add
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#43$3.3M125,048$1.8M70,687+54,361+76.90%Add
Migdal Insurance & Financial Holdings Ltd.
0.02%0.03%#27$3.3M123,812$3.4M136,778-12,966-9.48%Reduce
Capital CS Group, LLC
2.43%#1$3.1M116,102$00+116,102New Buy
Maia Wealth LLC
0.44%#6$3.0M113,000$00+113,000New Buy
Kestra Advisory Services, LLC
0.01%0.02%#34$3.0M112,199$4.4M178,508-66,309-37.15%Reduce
Jefferies Financial Group Inc.
0.02%#30$2.3M86,665$00+86,665New Buy
Avantra Family Wealth, Inc.
1.33%1.44%#4$2.1M78,856$1.9M78,138+718+0.92%Add
UPTICK PARTNERS, LLC
0.24%0.1%#8$1.6M58,884$497,77920,045+38,839+193.76%Add
AE Wealth Management LLC
<0.01%#41$1.0M39,133$00+39,133New Buy
Harvest Investment Services, LLC
0.15%#12$973,58736,753$00+36,753New Buy
LANGLEY WEALTH MANAGEMENT, LLC
0.95%#5$966,91136,501$00+36,501New Buy
Diligent Investors, LLC
0.21%#9$946,62035,735$00+35,735New Buy
StoneX Group Inc.
0.04%0.02%#20$909,26934,325$462,88918,640+15,685+84.15%Add
MML INVESTORS SERVICES, LLC
<0.01%#50$829,00531,295$00+31,295New Buy
Capital Analysts, LLC
0.02%0.02%#28$806,99130,464$802,00032,028-1,564-4.88%Reduce
Summit Financial, LLC
0.01%#36$627,60123,692$00+23,692New Buy
FOUNDATIONS INVESTMENT ADVISORS, LLC
0.01%0.01%#37$609,80023,020$569,72122,942+78+0.34%Add
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%#63$594,67422,449$00+22,449New Buy
Ameritas Advisory Services, LLC
0.01%0.01%#33$591,91922,345$377,61215,206+7,139+46.95%Add
Grantvest Financial Group LLC
0.32%0.29%#7$559,12421,107$452,63318,227+2,880+15.80%Add
Mayfair Advisory Group, LLC
0.15%#11$503,31819,600$00+19,600New Buy
HighTower Advisors, LLC
<0.01%#58$501,40318,928$00+18,928New Buy
Synergy Asset Management, LLC
0.05%0.05%#19$491,15118,541$453,32818,255+286+1.57%Add
Triumph Capital Management
0.09%#15$488,66118,447$00+18,447New Buy
Kovack Advisors, Inc.
0.02%#26$474,67617,926$00+17,926New Buy
Ameritas Investment Partners, Inc.
0.01%0.01%#32$457,08517,255$453,57718,265-1,010-5.53%Reduce
HARBOUR INVESTMENTS, INC.
0.01%<0.01%#38$429,00616,195$178,4017,184+9,011+125.43%Add
First Heartland Consultants, Inc.
0.03%0.02%#23$422,11815,935$270,80510,905+5,030+46.13%Add
Capital Investment Advisory Services, LLC
0.03%<0.01%#24$407,46915,382$60,5932,440+12,942+530.41%Add
DHJJ Financial Advisors, Ltd.
0.11%0.1%#14$383,97314,495$311,95412,562+1,933+15.39%Add
HOLLENCREST CAPITAL MANAGEMENT
0.02%#25$355,89313,435$00+13,435New Buy
Legacy Wealth Managment, LLC/ID
0.13%0.15%#13$322,54212,176$306,51512,343-167-1.35%Reduce
KESTRA PRIVATE WEALTH SERVICES, LLC
<0.01%#46$284,76810,750$00+10,750New Buy
Comprehensive Financial Consultants Institutional, Inc.
0.07%#16$281,64210,632$00+10,632New Buy
Keystone Wealth Services, LLC
0.05%0.05%#18$258,5169,759$242,4959,765-6-0.06%Reduce
Cypress Wealth Services, LLC
0.03%#22$251,6819,501$00+9,501New Buy
Stonebridge Financial Group, LLC / MO
0.15%0.18%#10$232,3448,771$217,8118,77100.00%Unchanged
Sowell Financial Services LLC
0.01%#35$214,7768,108$00+8,108New Buy
IFP Advisors, Inc
<0.01%<0.01%#45$209,9867,927$50,1882,021+5,906+292.23%Add
Stratos Wealth Partners, LTD.
<0.01%#47$203,9737,700$00+7,700New Buy
Signature Equity Partners, LLC
0.05%#17$116,9274,414$00+4,414New Buy
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
0.01%#31$111,2584,200$00+4,200New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow