13F Insight
DOSSIER · 13F Holders · Q2 2026
AFSM

FIRST TR EXCHNG TRADED FD VI

40 institutions still hold FIRST TR EXCHNG TRADED FD VI as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 33740F797·40 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$100M
visible holders
Holders
40
filers reporting
Concentration
23.00%
James J. Burns & Company, LLC #1
top holder share
AI Holders Summary · Q2 2026

40 institutions reported AFSM in Q2 2026. James J. Burns & Company, LLC leads at 23.0% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
James J. Burns & Company, LLC
CIK 0001949059
$23M558K2.48%Q2 202602
CWM, LLC
CIK 0001535847
$14M423K0.04%Q1 202603
LPL Financial LLC
CIK 0001403438
$11M277K0.00%Q2 202604
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$8M200K0.00%Q2 202605
TRUIST FINANCIAL CORP
CIK 0000092230
$8M194K0.01%Q2 202606
JPMORGAN CHASE & CO
CIK 0000019617
$6M136K0.00%Q2 202607
Cetera Investment Advisers
CIK 0001666741
$4M86K0.00%Q2 202608
Federation des caisses Desjardins du Quebec
CIK 0002022297
$3M81K0.01%Q2 202609
MGO ONE SEVEN LLC
CIK 0001731444
$3M80K0.05%Q2 202610
Kestra Advisory Services, LLC
CIK 0001830819
$3M75K0.01%Q2 202611
Arax Advisory Partners
CIK 0001586767
$3M65K0.02%Q2 202612
IFG Advisory, LLC
CIK 0001728319
$2M58K0.08%Q2 202613
U.S. Capital Wealth Advisors, LLC
CIK 0001808915
$2M64K0.05%Q1 202614
Ethos Financial Group, LLC
CIK 0001954242
$2M48K0.13%Q2 202615
Snowden Capital Advisors LLC
CIK 0001903055
$2M45K0.04%Q2 202616
OSAIC HOLDINGS, INC.
CIK 0001677044
$2M39K0.00%Q2 202617
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$2M38K0.00%Q2 202618
ADVISORTRUST PARTNERS, LLC
CIK 0002115523
$933K23K0.32%Q2 202619
Farther Finance Advisors, LLC
CIK 0001992825
$800K19K0.01%Q2 202620
Crusonia Wealth Advisors LLC
CIK 0002112003
$733K18K0.12%Q2 2026
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