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

FIRST TR EXCHNG TRADED FD VI

LDSF
Institutions
55
Combined AUM (Q2 2026)
$120.5M
Combined Shares (Q2 2026)
6.4M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+637,051
26 · 11 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-613,974
24 · 8 Exit · ≈
⚖️ Net
+23,077
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$120.5M
Institutions
55
New Buys
11
Adds
15
Reduces
16
Exits
8
Unchanged
13
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
ROYAL BANK OF CANADA
<0.01%0.01%#25$32.4M1.7M$31.3M1.7M+58,179+3.52%Add
LPL Financial LLC
0.01%0.01%#22$31.3M1.7M$32.0M1.7M-37,442-2.21%Reduce
Arax Advisory Partners
0.07%0.3%#7$10.1M532,477$10.7M566,953-34,476-6.08%Reduce
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#34$6.6M351,067$7.2M378,471-27,404-7.24%Reduce
Capital Asset Advisory Services LLC
0.17%0.19%#3$4.8M255,610$5.1M265,279-9,669-3.64%Reduce
AXXCESS WEALTH MANAGEMENT, LLC
0.08%#6$4.8M255,610$00+255,610New Buy
Sanctuary Advisors, LLC
0.02%0.02%#11$4.1M218,357$4.4M232,698-14,341-6.16%Reduce
MML INVESTORS SERVICES, LLC
0.01%0.01%#21$4.0M209,890$3.1M164,803+45,087+27.36%Add
StoneX Group Inc.
0.11%0.11%#4$2.7M143,230$2.0M105,609+37,621+35.62%Add
Kestra Advisory Services, LLC
0.01%#23$1.8M94,555$00+94,555New Buy
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#42$1.8M93,559$1.8M92,991+568+0.61%Add
D.A. DAVIDSON & CO.
0.01%0.01%#19$1.6M85,469$1.6M85,556-87-0.10%Reduce
Prospera Financial Services Inc
0.02%0.02%#9$1.5M77,559$1.5M77,475+84+0.11%Add
Proactive Wealth Strategies LLC
0.21%0.26%#2$1.3M70,470$1.4M74,492-4,022-5.40%Reduce
SILVER OAK SECURITIES, INCORPORATED
0.08%0.09%#5$1.3M69,871$1.2M62,012+7,859+12.67%Add
Cetera Investment Advisers
<0.01%<0.01%#38$893,77447,290$589,88131,178+16,112+51.68%Add
CITADEL ADVISORS LLC
<0.01%#47$786,48641,613$00+41,613New Buy
BARRETT & COMPANY, INC.
0.22%0.14%#1$770,53540,769$407,25321,525+19,244+89.40%Add
RFG Advisory, LLC
0.01%0.01%#15$724,58638,338$772,33840,821-2,483-6.08%Reduce
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#37$679,96035,977$511,98027,060+8,917+32.95%Add
Sigma Planning Corp
0.02%0.02%#12$608,72632,208$653,21934,525-2,317-6.71%Reduce
Mutual Advisors, LLC
0.01%0.01%#18$544,09328,788$544,66928,78800.00%Unchanged
Private Advisor Group, LLC
<0.01%<0.01%#33$461,28824,407$732,48438,715-14,308-36.96%Reduce
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#50$443,88523,486$528,03927,909-4,423-15.85%Reduce
Ameritas Advisory Services, LLC
0.01%0.02%#20$439,63023,261$438,28023,165+96+0.41%Add
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
0.01%#16$337,00817,850$00+17,850New Buy
PRINCIPAL SECURITIES, INC.
<0.01%<0.01%#26$334,27817,687$334,87917,700-13-0.07%Reduce
NICOLET BANKSHARES INC
0.01%#17$325,40017,203$00+17,203New Buy
OSAIC HOLDINGS, INC.
<0.01%<0.01%#43$314,27416,628$240,81912,728+3,900+30.64%Add
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%<0.01%#41$294,30915,580$379,61020,048-4,468-22.29%Reduce
Apollon Wealth Management, LLC
<0.01%<0.01%#29$283,50015,000$283,80015,00000.00%Unchanged
XML Financial, LLC
0.02%0.02%#10$283,29214,989$283,59214,98900.00%Unchanged
Geneos Wealth Management Inc.
0.01%0.01%#24$280,09814,820$280,39414,82000.00%Unchanged
Kovack Advisors, Inc.
0.01%0.01%#13$274,65014,532$271,74314,363+169+1.18%Add
TRUIST FINANCIAL CORP
<0.01%<0.01%#46$205,55610,876$201,29010,639+237+2.23%Add
Crusonia Wealth Advisors LLC
0.03%0.04%#8$205,44310,870$205,66010,87000.00%Unchanged
IFP Advisors, Inc
<0.01%<0.01%#28$197,37310,443$197,58210,44300.00%Unchanged
Integrated Wealth Concepts LLC
<0.01%#39$161,4148,540$00+8,540New Buy
Larson Financial Group LLC
<0.01%<0.01%#30$130,5106,905$129,3676,838+67+0.98%Add
HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#35$130,1586,887$84,7554,479+2,408+53.76%Add
Aptus Capital Advisors, LLC
<0.01%<0.01%#40$73,4273,885$73,5043,88500.00%Unchanged
Tidemark, LLC
0.01%0.01%#14$55,2262,922$55,2842,92200.00%Unchanged
PRIVATE TRUST CO NA
<0.01%<0.01%#27$46,2672,448$46,3162,44800.00%Unchanged
TD Capital Management LLC
<0.01%<0.01%#31$39,6522,098$39,6942,09800.00%Unchanged
CREATIVE FINANCIAL DESIGNS INC /ADV
<0.01%<0.01%#36$27,7071,466$37,6891,992-526-26.41%Reduce
CoreCap Advisors, LLC
<0.01%#45$8,600455$00+455New Buy
AdvisorNet Financial, Inc
<0.01%<0.01%#44$7,749410$7,75741000.00%Unchanged
AMERIFLEX GROUP, INC.
<0.01%<0.01%#32$7,560400$7,56840000.00%Unchanged
Rockefeller Capital Management L.P.
<0.01%#51$5,833308$00+308New Buy
Global Retirement Partners, LLC
<0.01%#49$3,665194$00+194New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow