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

FIRST TR EXCHNG TRADED FD VI

QSPT
Institutions
96
Combined AUM (Q2 2026)
$149.0M
Combined Shares (Q2 2026)
4.3M
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+278,821
25 · 15 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-446,514
52 · 11 Exit · ≈
⚖️ Net
-167,693
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$149.0M
Institutions
96
New Buys
15
Adds
10
Reduces
41
Exits
11
Unchanged
30
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Wealthcare Advisory Partners LLC
0.34%0.33%#9$18.0M516,910$16.8M547,797-30,887-5.64%Reduce
COMMONWEALTH EQUITY SERVICES, LLC
0.02%0.02%#45$13.1M374,862$12.1M396,672-21,810-5.50%Reduce
Outlook Wealth Advisors, LLC
2.35%2.28%#1$10.9M313,875$9.6M312,068+1,807+0.58%Add
Cetera Investment Advisers
0.01%0.01%#53$10.1M288,771$8.9M292,221-3,450-1.18%Reduce
First Heartland Consultants, Inc.
0.6%0.66%#4$9.3M267,225$8.6M281,151-13,926-4.95%Reduce
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#69$8.8M253,978$7.7M253,070+908+0.36%Add
OSAIC HOLDINGS, INC.
0.01%0.01%#56$6.8M194,219$5.4M177,547+16,672+9.39%Add
STEPHENS INC /AR/
0.05%0.04%#30$4.1M116,410$3.6M116,874-464-0.40%Reduce
Kestra Advisory Services, LLC
0.01%0.02%#49$3.5M100,890$4.1M132,985-32,095-24.13%Reduce
OneDigital Investment Advisors LLC
0.03%0.03%#35$3.4M98,292$3.1M100,792-2,500-2.48%Reduce
LPL Financial LLC
<0.01%<0.01%#82$3.4M97,447$3.3M106,902-9,455-8.84%Reduce
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#83$3.1M90,273$3.2M104,570-14,297-13.67%Reduce
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#87$3.0M85,507$833,16527,214+58,293+214.20%Add
Keystone Wealth Services, LLC
0.51%0.52%#6$2.7M78,575$2.4M78,888-313-0.40%Reduce
SMART Wealth LLC
0.54%0.54%#5$2.5M71,436$1.9M60,480+10,956+18.12%Add
RED CRANE WEALTH MANAGEMENT, LLC
1.66%1.85%#2$2.3M64,683$2.2M73,486-8,803-11.98%Reduce
GREAT VALLEY ADVISOR GROUP, INC.
0.03%0.04%#34$2.2M63,558$2.0M65,594-2,036-3.10%Reduce
Ameritas Advisory Services, LLC
0.04%#31$2.2M62,132$00+62,132New Buy
Steward Partners Investment Advisory, LLC
0.01%0.01%#51$2.0M56,449$1.8M58,760-2,311-3.93%Reduce
Janney Montgomery Scott LLC
<0.01%<0.01%#64$1.8M51,944$1.7M56,200-4,256-7.57%Reduce
MML INVESTORS SERVICES, LLC
<0.01%<0.01%#63$1.8M51,450$1.3M42,718+8,732+20.44%Add
Prospera Financial Services Inc
0.03%0.02%#38$1.8M50,349$1.5M50,544-195-0.39%Reduce
Ignite Planners, LLC
0.21%0.21%#12$1.5M43,610$1.3M44,090-480-1.09%Reduce
Faithward Advisors, LLC
0.17%0.18%#13$1.4M39,782$1.3M41,379-1,597-3.86%Reduce
Mariner, LLC
<0.01%<0.01%#77$1.2M35,430$1.1M37,436-2,006-5.36%Reduce
FWG Investments, LLC.
0.65%0.71%#3$1.2M35,371$1.1M36,626-1,255-3.43%Reduce
Clear Creek Financial Management, LLC
0.07%0.09%#23$1.2M33,459$1.2M37,799-4,340-11.48%Reduce
OPPENHEIMER & CO INC
0.01%0.01%#48$1.1M31,148$1.1M34,700-3,552-10.24%Reduce
HRT FINANCIAL LP
<0.01%#73$926,32626,588$00+26,588New Buy
HARBOUR INVESTMENTS, INC.
0.01%0.01%#47$915,70026,283$836,96127,338-1,055-3.86%Reduce
UPTICK PARTNERS, LLC
0.14%0.13%#16$885,25025,409$658,50421,509+3,900+18.13%Add
TRUIST FINANCIAL CORP
<0.01%<0.01%#80$807,05723,165$1.3M40,856-17,691-43.30%Reduce
Synergy Asset Management, LLC
0.07%0.1%#24$760,13921,818$921,67430,105-8,287-27.53%Reduce
1776 Wealth LLC
0.27%0.26%#10$752,78821,607$661,50521,60700.00%Unchanged
Rockefeller Capital Management L.P.
<0.01%<0.01%#78$745,57621,400$655,16721,40000.00%Unchanged
Harvest Investment Services, LLC
0.11%0.13%#18$739,96721,239$687,52822,457-1,218-5.42%Reduce
Sloy Dahl & Holst, LLC
0.09%0.09%#20$705,51020,250$619,96020,25000.00%Unchanged
CENTAURUS FINANCIAL, INC.
0.03%0.03%#37$666,07119,118$585,00019,11800.00%Unchanged
THOROUGHBRED FINANCIAL SERVICES, LLC
0.03%0.03%#36$656,59518,846$576,00018,84600.00%Unchanged
Center for Financial Planning, Inc.
0.06%0.06%#27$625,90117,965$580,16018,950-985-5.20%Reduce
SILVER OAK SECURITIES, INCORPORATED
0.04%0.04%#32$614,12517,627$493,33516,114+1,513+9.39%Add
CITADEL ADVISORS LLC
<0.01%#91$609,63017,498$00+17,498New Buy
NOVEM GROUP
0.06%0.06%#26$600,92017,248$528,05317,24800.00%Unchanged
Grantvest Financial Group LLC
0.35%0.49%#8$597,57617,152$754,72824,652-7,500-30.42%Reduce
Coppell Advisory Solutions LLC
0.05%#29$582,43612,475$00+12,475New Buy
Octavia Wealth Advisors, LLC
0.05%0.05%#28$566,18516,251$497,52916,25100.00%Unchanged
JANE STREET GROUP, LLC
<0.01%<0.01%#92$548,38215,740$453,90214,826+914+6.16%Add
IFP Advisors, Inc
0.01%0.01%#52$542,38915,568$476,61915,56800.00%Unchanged
PARK AVENUE SECURITIES LLC
<0.01%<0.01%#66$512,67114,715$451,00014,720-5-0.03%Reduce
World Investment Advisors
0.01%0.01%#54$499,50114,337$432,13614,115+222+1.57%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow