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

FIRST TR EXCHNG TRADED FD VI

JUNM
Institutions
56
Combined AUM (Q2 2026)
$40.9M
Combined Shares (Q2 2026)
1.2M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+207,675
28 · 13 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-190,970
24 · 9 Exit · ≈
⚖️ Net
+16,705
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$40.9M
Institutions
56
New Buys
13
Adds
15
Reduces
15
Exits
9
Unchanged
13
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
COMMONWEALTH EQUITY SERVICES, LLC
0.01%0.01%#27$6.5M186,368$6.5M189,357-2,989-1.58%Reduce
Mutual Advisors, LLC
0.12%0.14%#6$6.2M175,896$6.6M191,463-15,567-8.13%Reduce
Cresset Asset Management, LLC
0.01%0.01%#28$2.1M61,096$2.2M62,726-1,630-2.60%Reduce
MML INVESTORS SERVICES, LLC
<0.01%<0.01%#38$1.9M54,689$1.6M47,825+6,864+14.35%Add
Gallagher Fiduciary Advisors, LLC
0.04%0.02%#13$1.5M42,434$1.4M41,085+1,349+3.28%Add
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#51$1.4M40,388$792,84223,115+17,273+74.73%Add
Cetera Investment Advisers
<0.01%<0.01%#43$1.4M39,904$957,48227,915+11,989+42.95%Add
UBS Group AG
<0.01%#49$1.2M34,856$00+34,856New Buy
LPL Financial LLC
<0.01%<0.01%#48$1.2M34,749$1.2M34,74900.00%Unchanged
Glen Eagle Advisors, LLC
0.15%0.16%#4$1.2M33,210$1.2M33,685-475-1.41%Reduce
Diligent Investors, LLC
0.25%0.26%#2$1.1M32,375$1.1M30,900+1,475+4.77%Add
Americana Partners, LLC
0.02%0.03%#20$1.1M30,768$1.1M30,943-175-0.57%Reduce
Owen LaRue, LLC
0.33%0.37%#1$955,11227,219$966,88028,189-970-3.44%Reduce
Clear Creek Financial Management, LLC
0.06%0.05%#11$908,96925,904$672,27819,600+6,304+32.16%Add
Kestra Advisory Services, LLC
<0.01%<0.01%#40$796,61122,702$353,94110,319+12,383+120.00%Add
Atria Investments, Inc
0.01%0.01%#29$731,27420,840$845,21824,642-3,802-15.43%Reduce
Concurrent Investment Advisors, LLC
0.01%<0.01%#33$682,99019,464$256,8387,488+11,976+159.94%Add
Geneos Wealth Management Inc.
0.01%0.01%#23$665,48018,965$432,00812,595+6,370+50.58%Add
OSAIC HOLDINGS, INC.
<0.01%<0.01%#45$650,46218,537$702,49620,481-1,944-9.49%Reduce
Madrona Financial Services, LLC
0.1%#7$569,22816,222$00+16,222New Buy
McKinley Carter Wealth Services, Inc.
0.03%0.03%#18$529,78815,098$517,86015,09800.00%Unchanged
AE Wealth Management LLC
<0.01%<0.01%#41$471,95913,450$383,37011,177+2,273+20.34%Add
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#52$458,52013,067$362,20710,560+2,507+23.74%Add
WealthCare Asset Management, LLC
0.18%#3$439,60612,528$00+12,528New Buy
Mariner, LLC
<0.01%<0.01%#46$427,18412,174$390,36711,381+793+6.97%Add
LANARK FINANCIAL, INC.
0.03%0.03%#19$401,56811,444$404,94411,806-362-3.07%Reduce
Foguth Wealth Management, LLC.
0.04%0.04%#14$357,88310,199$356,65910,19900.00%Unchanged
Apollon Wealth Management, LLC
<0.01%#36$349,9879,974$00+9,974New Buy
HBW ADVISORY SERVICES LLC
0.03%0.11%#16$348,4789,931$1.0M29,575-19,644-66.42%Reduce
SILVER OAK SECURITIES, INCORPORATED
0.02%#22$333,6009,507$00+9,507New Buy
Macro Advisors, Inc.
0.1%0.13%#8$318,0209,063$310,8609,06300.00%Unchanged
PKS Advisory Services, LLC
0.05%#12$304,9308,690$00+8,690New Buy
VICTORY FINANCIAL GROUP, LLC
0.03%#15$302,8618,631$00+8,631New Buy
Capital Analysts, LLC
0.01%0.01%#31$280,5447,995$274,0007,99500.00%Unchanged
TRUIST FINANCIAL CORP
<0.01%#47$279,9837,979$00+7,979New Buy
Buck Wealth Strategies, LLC
0.03%0.03%#17$278,2637,930$213,6886,230+1,700+27.29%Add
Brookstone Capital Management
<0.01%<0.01%#39$260,4027,421$280,4028,175-754-9.22%Reduce
WEDBUSH SECURITIES INC
0.01%0.04%#32$246,4017,022$1.5M43,004-35,982-83.67%Reduce
Ameritas Advisory Services, LLC
<0.01%#34$244,8576,978$00+6,978New Buy
StoneX Group Inc.
0.01%#26$224,5756,400$00+6,400New Buy
Capital Investment Advisory Services, LLC
0.01%0.01%#25$148,2554,225$160,3524,675-450-9.63%Reduce
HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#42$139,6233,979$121,7993,551+428+12.05%Add
Integrity Financial Corp /WA
0.07%0.07%#10$138,1143,936$144,6084,216-280-6.64%Reduce
BARCLAYS PLC
<0.01%<0.01%#55$134,1493,823$131,0943,822+1+0.03%Add
Benson Wealth Management INC
0.13%0.17%#5$125,2713,570$122,4513,57000.00%Unchanged
EVOLUTION WEALTH MANAGEMENT INC.
0.07%0.08%#9$114,8143,272$112,2293,27200.00%Unchanged
DHJJ Financial Advisors, Ltd.
0.02%0.03%#21$79,8302,275$78,0332,27500.00%Unchanged
Pinnacle Wealth Planning Services, Inc.
0.01%0.01%#30$76,5312,181$74,8082,18100.00%Unchanged
FIDUCIARY FINANCIAL ADVISORS
<0.01%#35$43,8621,250$00+1,250New Buy
CX Institutional
<0.01%<0.01%#44$31,756905$31,00090500.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow