DOSSIER · 13F Holders · Q1 2026Mega-capCrowded

BUFD

FIRST TR EXCHANGE TRADED FD VI

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

CUSIP 33740u703·209 13F holders·last filed Mar 31, 2026

Market cap

—

▼ 5.2%

vs prior quarter

13F value held

$1.0B

68.0% inst. owned

of float

Holders

209

+53 QoQ

filers reporting

Activity

+53 / −59

+984 added · −935 reduced

this quarter

Concentration

28.98%

LPL Financial LLC #1

top holder share

AI Holders Summary · Q1 2026

209 institutions reported BUFD in Q1 2026. LPL Financial LLC leads at 29.0% of the visible book. +53 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter

LPL Financial LLC

$302M10.8M0.08%Q1 2026 02

GW HENSSLER & ASSOCIATES LTD

$112M4.0M5.29%Q1 2026 03

ENVESTNET ASSET MANAGEMENT INC

$85M3.0M0.02%Q1 2026 04

OSAIC HOLDINGS, INC.

$65M2.3M0.09%Q1 2026 05

Cetera Investment Advisers

$60M2.1M0.06%Q1 2026 06

Legacy Financial Group LLC

$56M2.0M7.07%Q1 2026 07

Centennial Wealth Advisory LLC

$51M1.8M12.38%Q1 2026 08

RAYMOND JAMES FINANCIAL INC

$38M1.4M0.01%Q1 2026 09

Prime Capital Investment Advisors, LLC

$31M1.1M0.36%Q1 2026 10

Capital Asset Advisory Services LLC

$26M902K1.00%Q1 2026 11

Kestra Advisory Services, LLC

$24M867K0.09%Q1 2026 12

HARBOUR INVESTMENTS, INC.

$24M858K0.37%Q1 2026 13

TRUIST FINANCIAL CORP

$24M857K0.03%Q1 2026 14

WELLS FARGO & COMPANY/MN

$24M852K0.00%Q1 2026 15

Brookstone Capital Management

$21M765K0.24%Q1 2026 16

$21M737K0.05%Q1 2026 17

COMMONWEALTH EQUITY SERVICES, LLC

$21M733K0.03%Q1 2026 18

FISCHER INVESTMENT STRATEGIES, LLC

$20M720K11.76%Q1 2026 19

MML INVESTORS SERVICES, LLC

$19M695K0.05%Q1 2026 20

ROYAL BANK OF CANADA

$17M591K0.00%Q1 2026

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