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

FIRST TR EXCHNG TRADED FD VI

27 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 33740F383·27 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$12M
visible holders
Holders
27
filers reporting
Concentration
26.60%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q2 2026

27 institutions reported AGQI in Q2 2026. MORGAN STANLEY leads at 26.6% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$3M181K0.00%Q2 202602
Atlas Wealth LLC
CIK 0001964106
$2M137K0.35%Q2 202603
Prospera Financial Services Inc
CIK 0001541625
$1M56K0.01%Q2 202604
LPL Financial LLC
CIK 0001403438
$834K46K0.00%Q2 202605
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$707K39K0.00%Q2 202606
1776 Wealth LLC
CIK 0001803140
$611K34K0.22%Q2 202607
Global Retirement Partners, LLC
CIK 0001749744
$600K33K0.01%Q2 202608
Virtu Financial LLC
CIK 0001533964· Market maker
$550K32K0.02%Q1 202609
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$485K28K0.00%Q1 202610
Diversified Trust Co
CIK 0001479844
$480K27K0.01%Q2 202611
Centric Wealth Management
CIK 0001752761
$313K18K0.05%Q2 202612
STIFEL FINANCIAL CORP
CIK 0000720672
$256K14K0.00%Q2 202613
OSAIC HOLDINGS, INC.
CIK 0001677044
$254K14K0.00%Q2 202614
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
CIK 0001818604
$114K6K0.01%Q2 202615
ROYAL BANK OF CANADA
CIK 0001000275
$89K5K0.00%Q2 202616
UBS Group AG
CIK 0001610520
$88K5K0.00%Q2 202617
O'SHAUGHNESSY ASSET MANAGEMENT, LLC
CIK 0001423442
$53K3K0.00%Q2 202618
AE Wealth Management LLC
CIK 0001697723
$45K3K0.00%Q2 202619
WELLS FARGO & COMPANY/MN
CIK 0000072971
$33K2K0.00%Q2 202620
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$27K2K0.00%Q2 2026
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