13F Insight
DOSSIER · 13F Holders · Q1 2026Most-boughtAI cap-ex
BUFQ

FIRST TR EXCHNG TRADED FD VI

185 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 33740U752·185 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 6.4%
vs prior quarter
13F value held
$695M
61.0% inst. owned
of float
Holders
185
+12 QoQ
filers reporting
Activity
+13 / −46
+879 added · −835 reduced
this quarter
Concentration
43.29%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

185 institutions reported BUFQ in Q1 2026. LPL Financial LLC leads at 43.3% of the visible book. +12 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
$301M8.5M0.08%Q1 202602
Cetera Investment Advisers
CIK 0001666741
$57M1.6M0.06%Q1 202603
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$41M1.2M0.01%Q1 202604
OSAIC HOLDINGS, INC.
CIK 0001677044
$33M943K0.05%Q1 202605
NewEdge Advisors, LLC
CIK 0001633516
$29M830K0.11%Q1 202606
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$23M646K0.03%Q1 202607
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$23M637K0.01%Q1 202608
WELLS FARGO & COMPANY/MN
CIK 0000072971
$20M575K0.00%Q1 202609
ROYAL BANK OF CANADA
CIK 0001000275
$19M537K0.00%Q1 202610
Good Life Advisors, LLC
CIK 0001696260
$19M562K1.17%Q2 202511
Centennial Wealth Advisory LLC
CIK 0001839421
$18M517K4.42%Q1 202612
MML INVESTORS SERVICES, LLC
CIK 0000701059
$15M436K0.04%Q1 202613
Equitable Holdings, Inc.
CIK 0001333986
$15M416K0.10%Q1 202614
Valtinson Bruner Financial Planning LLC
CIK 0001761450
$14M391K3.79%Q1 202615
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$13M378K0.21%Q1 202616
Stratos Wealth Partners, LTD.
CIK 0001612865
$12M332K0.13%Q1 202617
Mariner, LLC
CIK 0001373442
$12M327K0.01%Q1 202618
Independent Advisor Alliance
CIK 0001696899
$11M301K0.11%Q1 202619
Integrated Wealth Concepts LLC
CIK 0001737109
$11M298K0.08%Q1 202620
IMG Wealth Management, Inc.
CIK 0002032103
$10M288K6.47%Q1 2026
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