DOSSIER · 13F Holders · Q1 2026High-convictionMulti-bagger
AFLG

FIRST TR EXCHNG TRADED FD VI

116 institutions still hold FIRST TR EXCHNG TRADED FD VI as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 33740F821·116 13F holders·last filed Mar 31, 2026
Market cap
1.6%
vs prior quarter
13F value held
$345M
52.0% inst. owned
of float
Holders
116
+122 QoQ
filers reporting
Activity
+36 / −46
+946 added · −872 reduced
this quarter
Concentration
37.46%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

116 institutions reported AFLG in Q1 2026. LPL Financial LLC leads at 37.5% of the visible book. +122 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$129M3.4M0.03%Q1 2026
02
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$44M1.1M0.01%Q1 2026
03
STIFEL FINANCIAL CORP
CIK 0000720672
$26M676K0.02%Q1 2026
04
Arax Advisory Partners
CIK 0001586767
$22M559K0.61%Q1 2026
05
Stenger Family Office, LLC
CIK 0002056106
$16M421K2.87%Q1 2026
06
Prospera Financial Services Inc
CIK 0001541625
$16M406K0.25%Q1 2026
07
Cetera Investment Advisers
CIK 0001666741
$15M385K0.02%Q1 2026
08
ASSETMARK, INC
CIK 0001344551
$12M307K0.02%Q4 2025
09
Global Retirement Partners, LLC
CIK 0001749744
$8M193K0.13%Q4 2025
10
Kingsview Wealth Management, LLC
CIK 0001791965
$7M191K0.10%Q1 2026
11
Gateway Wealth Partners, LLC
CIK 0001966037
$7M178K0.27%Q1 2026
12
BENJAMIN EDWARDS INC
CIK 0001451623
$7M178K0.07%Q1 2026
13
Integrated Wealth Concepts LLC
CIK 0001737109
$6M167K0.05%Q1 2026
14
KESTRA PRIVATE WEALTH SERVICES, LLC
CIK 0001649451
$6M151K0.07%Q1 2026
15
TRUIST FINANCIAL CORP
CIK 0000092230
$5M118K0.01%Q1 2026
16
Bank of New York Mellon Corp
CIK 0001390777
$4M111K0.00%Q1 2026
17
MGO ONE SEVEN LLC
CIK 0001731444
$4M108K0.08%Q1 2026
18
Maridea Wealth Management LLC
CIK 0002056245
$4M107K0.60%Q1 2026
19
IFP Advisors, Inc
CIK 0001641866
$4M105K0.08%Q1 2026
20
OSAIC HOLDINGS, INC.
CIK 0001677044
$4M104K0.01%Q1 2026
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