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

FIRST TR EXCHNG TRADED FD VI

FEBM
Institutions
39
Combined AUM (Q2 2026)
$22.0M
Combined Shares (Q2 2026)
705,896
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+82,743
11 · 4 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-123,087
19 · 5 Exit · ≈
⚖️ Net
-40,344
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$22.0M
Institutions
39
New Buys
4
Adds
7
Reduces
14
Exits
5
Unchanged
14
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Cooper Capital Advisors LLC
1.4%2.2%#1$3.2M103,629$3.1M103,62900.00%Unchanged
Madrona Financial Services, LLC
0.41%0.45%#2$2.2M71,785$2.1M67,680+4,105+6.07%Add
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#35$1.3M42,130$489,61516,148+25,982+160.90%Add
Cetera Investment Advisers
<0.01%<0.01%#28$1.3M41,141$1.6M53,702-12,561-23.39%Reduce
HARBOUR INVESTMENTS, INC.
0.02%0.02%#20$1.2M38,667$972,40932,071+6,596+20.57%Add
Valmark Advisers, Inc.
0.01%0.01%#22$983,74231,510$955,39931,51000.00%Unchanged
Foguth Wealth Management, LLC.
0.1%0.1%#8$868,11327,752$874,37928,007-255-0.91%Reduce
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#29$833,64026,702$1.3M44,389-17,687-39.85%Reduce
Gallagher Fiduciary Advisors, LLC
0.02%0.01%#19$621,43619,905$573,81518,925+980+5.18%Add
Ignite Planners, LLC
0.08%0.08%#10$553,68717,735$537,73417,73500.00%Unchanged
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%<0.01%#31$552,10317,625$759,89925,009-7,384-29.53%Reduce
Advisory Services Network, LLC
0.01%0.01%#25$549,41817,598$599,23219,763-2,165-10.95%Reduce
Crusonia Wealth Advisors LLC
0.09%0.11%#9$532,36317,052$517,02517,05200.00%Unchanged
Kestra Advisory Services, LLC
<0.01%<0.01%#26$521,56116,706$512,50716,903-197-1.17%Reduce
Ameritas Advisory Services, LLC
0.01%0.01%#23$464,95914,893$281,6479,289+5,604+60.33%Add
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#34$438,70314,052$410,02413,523+529+3.91%Add
Capasso Planning Partners LLC
0.21%0.22%#3$412,57313,215$415,05713,689-474-3.46%Reduce
Buck Wealth Strategies, LLC
0.04%0.05%#17$393,06012,590$381,73512,59000.00%Unchanged
Americana Partners, LLC
0.01%0.01%#24$387,44012,410$417,93813,784-1,374-9.97%Reduce
LPL Financial LLC
<0.01%<0.01%#36$359,56111,517$302,9329,991+1,526+15.27%Add
GOLDMAN SACHS GROUP INC
<0.01%<0.01%#38$336,83310,789$350,89911,573-784-6.77%Reduce
Legacy Capital Wealth Partners, LLC
0.06%0.07%#12$332,27410,643$322,70110,64300.00%Unchanged
WealthCare Asset Management, LLC
0.14%#4$330,87010,598$00+10,598New Buy
PRECEDENT WEALTH PARTNERS, LLC
0.05%#13$324,40710,391$00+10,391New Buy
MILESTONE ASSET MANAGEMENT, LLC
0.05%0.05%#15$307,0809,836$298,2329,83600.00%Unchanged
LVZ, Inc.
0.03%#18$296,9339,511$00+9,511New Buy
Kovack Advisors, Inc.
0.01%0.01%#21$265,9438,517$258,8328,51700.00%Unchanged
FSB PREMIER WEALTH MANAGEMENT, INC.
0.07%0.08%#11$248,9807,975$241,8067,97500.00%Unchanged
Sequent Planning LLC
0.05%0.06%#14$248,3867,956$241,2307,95600.00%Unchanged
Triumph Capital Management
0.04%0.05%#16$247,0757,914$239,9567,91400.00%Unchanged
WEALTHGARDEN F.S. LLC
0.13%0.15%#5$232,5927,450$225,8917,45000.00%Unchanged
Integrity Financial Corp /WA
0.11%0.14%#7$221,6007,098$275,7659,095-1,997-21.96%Reduce
FWG Investments, LLC.
0.11%#6$216,0746,921$00+6,921New Buy
AE Wealth Management LLC
<0.01%<0.01%#30$214,8256,881$210,7886,952-71-1.02%Reduce
OSAIC HOLDINGS, INC.
<0.01%<0.01%#33$200,3086,416$380,58312,552-6,136-48.88%Reduce
BARCLAYS PLC
<0.01%<0.01%#39$152,3544,880$147,9644,88000.00%Unchanged
CX Institutional
<0.01%<0.01%#27$43,1151,381$42,0001,38100.00%Unchanged
ASSETMARK, INC
<0.01%<0.01%#37$41,6161,333$46,3601,529-196-12.82%Reduce
Ashton Thomas Private Wealth, LLC
<0.01%<0.01%#32$24,726792$57,7301,904-1,112-58.40%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow