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

FIRST TR EXCHNG TRADED FD VI

YSEP
Institutions
61
Combined AUM (Q2 2026)
$52.8M
Combined Shares (Q2 2026)
1.9M
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+284,077
12 · 5 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-845,596
37 · 10 Exit · ≈
⚖️ Net
-561,519
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$52.8M
Institutions
61
New Buys
5
Adds
7
Reduces
27
Exits
10
Unchanged
22
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
LM Advisors LLC
0.52%0.04%#2$5.5M199,617$201,3045,268+194,349+3,689.24%Add
COMMONWEALTH EQUITY SERVICES, LLC
0.01%0.01%#32$5.0M181,580$5.2M198,016-16,436-8.30%Reduce
US BANCORP \DE\
0.01%0.01%#34$4.8M175,315$5.6M213,885-38,570-18.03%Reduce
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#46$3.7M133,285$3.6M137,377-4,092-2.98%Reduce
Cetera Investment Advisers
<0.01%<0.01%#36$3.1M113,459$3.0M113,739-280-0.25%Reduce
SOA Wealth Advisors, LLC.
0.19%0.43%#8$2.5M89,438$2.4M90,227-789-0.87%Reduce
OSAIC HOLDINGS, INC.
<0.01%<0.01%#38$2.1M77,715$2.3M86,272-8,557-9.92%Reduce
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%<0.01%#35$2.1M73,845$282,77175,789-1,944-2.57%Reduce
LPL Financial LLC
<0.01%<0.01%#50$2.0M72,134$2.0M74,641-2,507-3.36%Reduce
NorthCrest Asset Manangement, LLC
0.04%0.05%#16$1.7M63,081$1.7M65,025-1,944-2.99%Reduce
Avantra Family Wealth, Inc.
1.01%1.1%#1$1.6M57,562$1.5M56,587+975+1.72%Add
Modern Wealth Management, LLC
0.02%0.1%#24$1.5M52,764$5.7M217,773-165,009-75.77%Reduce
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#57$1.1M40,591$206,1447,877+32,714+415.31%Add
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#54$1.1M40,015$1.2M46,085-6,070-13.17%Reduce
SILVER OAK SECURITIES, INCORPORATED
0.06%0.07%#15$1.0M38,055$997,35438,110-55-0.14%Reduce
HARBOUR INVESTMENTS, INC.
0.01%0.01%#27$811,71429,474$804,05930,724-1,250-4.07%Reduce
Ignite Planners, LLC
0.11%0.12%#11$791,61028,744$756,87428,921-177-0.61%Reduce
Noble Wealth Management PBC
0.34%0.42%#4$751,15427,275$843,65532,237-4,962-15.39%Reduce
Rockefeller Capital Management L.P.
<0.01%<0.01%#44$714,63525,949$770,14329,428-3,479-11.82%Reduce
WEALTHGARDEN F.S. LLC
0.39%0.44%#3$679,01324,656$645,24524,65600.00%Unchanged
FIDUCIARY FINANCIAL ADVISORS
0.07%#14$670,48824,348$00+24,348New Buy
KINTRA WEALTH, LLC
0.03%0.04%#19$666,38923,539$591,60822,606+933+4.13%Add
Corient Private Wealth LLC
<0.01%<0.01%#49$639,86423,234$608,04323,23400.00%Unchanged
Kestra Advisory Services, LLC
<0.01%<0.01%#39$624,91022,691$875,66233,460-10,769-32.18%Reduce
Ameritas Investment Partners, Inc.
0.02%0.02%#25$597,13621,683$576,46822,028-345-1.57%Reduce
Janney Montgomery Scott LLC
<0.01%<0.01%#45$556,14320,194$517,00019,744+450+2.28%Add
Prospera Financial Services Inc
0.01%0.01%#29$488,10617,724$471,80618,029-305-1.69%Reduce
Arkadios Wealth Advisors
0.01%0.01%#30$442,10016,053$423,07116,166-113-0.70%Reduce
PARK AVENUE SECURITIES LLC
<0.01%<0.01%#37$437,28015,878$436,00016,660-782-4.69%Reduce
Kovack Advisors, Inc.
0.02%0.02%#23$396,61214,417$373,19014,136+281+1.99%Add
JANE STREET GROUP, LLC
<0.01%#59$394,86914,338$00+14,338New Buy
Five Pine Wealth Management
0.22%0.24%#6$390,15914,167$393,70815,044-877-5.83%Reduce
MGO ONE SEVEN LLC
0.01%0.01%#33$378,42713,741$359,60713,74100.00%Unchanged
Avidian Wealth Enterprises, LLC
0.01%0.01%#28$349,18012,679$331,81412,67900.00%Unchanged
Diligent Investors, LLC
0.08%0.08%#13$340,11912,350$323,20412,35000.00%Unchanged
1776 Wealth LLC
0.12%0.13%#10$339,81612,339$322,91712,33900.00%Unchanged
WINNACLE WEALTH LLC
0.23%0.25%#5$332,18112,062$322,91112,339-277-2.24%Reduce
Grantvest Financial Group LLC
0.16%0.17%#9$276,50210,040$262,75110,04000.00%Unchanged
LEGACY SOLUTIONS, LLC
0.2%0.22%#7$246,6218,955$234,3568,95500.00%Unchanged
Pinnacle Wealth Planning Services, Inc.
0.01%0.02%#26$156,9785,700$149,1715,70000.00%Unchanged
Farther Finance Advisors, LLC
<0.01%<0.01%#42$156,5655,685$4,884185+5,500+2,972.97%Add
DHJJ Financial Advisors, Ltd.
0.04%0.05%#17$144,5585,249$137,3695,24900.00%Unchanged
MERCER GLOBAL ADVISORS INC /ADV
<0.01%#56$137,9485,009$00+5,009New Buy
MORGAN STANLEY
<0.01%<0.01%#60$137,7005,000$127,5005,00000.00%Unchanged
CREATIVE FINANCIAL DESIGNS INC /ADV
0.01%0.01%#31$137,3144,986$144,0165,503-517-9.39%Reduce
EP Wealth Advisors, LLC
<0.01%#48$131,6414,780$00+4,780New Buy
Benson Wealth Management INC
0.1%0.13%#12$97,2993,533$92,4603,53300.00%Unchanged
OGOREK ANTHONY JOSEPH /NY/ /ADV
0.02%0.02%#21$87,6603,183$83,0003,18300.00%Unchanged
AE Wealth Management LLC
<0.01%<0.01%#52$80,1962,912$76,2082,91200.00%Unchanged
Integrity Financial Corp /WA
0.03%0.04%#20$68,3272,481$75,5022,885-404-14.00%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow