DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundCheap mega-capRe-rated

BUFR

FIRST TR EXCHNG TRADED FD VI

535 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 33740F755·Exchange Traded Fund·535 13F holders·last filed Mar 31, 2026

Market cap

—

▲ 3.6%

vs prior quarter

13F value held

$4.6B

73.0% inst. owned

of float

Holders

535

+102 QoQ

filers reporting

Activity

+86 / −66

+980 added · −790 reduced

this quarter

Concentration

34.28%

LPL Financial LLC #1

top holder share

AI Holders Summary · Q1 2026

535 institutions reported BUFR in Q1 2026. LPL Financial LLC leads at 34.3% of the visible book. +102 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

$1.6B47.1M0.42%Q1 2026 02

Cetera Investment Advisers

$455M13.5M0.48%Q1 2026 03

COMMONWEALTH EQUITY SERVICES, LLC

$335M9.9M0.47%Q1 2026 04

ENVESTNET ASSET MANAGEMENT INC

$300M8.9M0.08%Q1 2026 05

OSAIC HOLDINGS, INC.

$261M7.7M0.38%Q1 2026 06

RAYMOND JAMES FINANCIAL INC

$205M6.1M0.06%Q1 2026 07

$185M5.5M0.01%Q1 2026 08

$174M5.1M0.46%Q1 2026 09

ROYAL BANK OF CANADA

$160M4.7M0.03%Q1 2026 10

Private Advisor Group, LLC

$110M3.3M0.52%Q1 2026 11

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

$104M3.1M0.21%Q1 2026 12

WELLS FARGO & COMPANY/MN

$102M3.0M0.02%Q1 2026 13

MML INVESTORS SERVICES, LLC

$101M3.0M0.28%Q1 2026 14

NewEdge Advisors, LLC

$99M2.9M0.36%Q1 2026 15

HARBOUR INVESTMENTS, INC.

$88M2.6M1.36%Q1 2026 16

Kestra Advisory Services, LLC

$85M2.5M0.32%Q1 2026 17

Howard Capital Management Inc.

$79M2.3M1.29%Q1 2026 18

TRUIST FINANCIAL CORP

$73M2.2M0.10%Q1 2026 19

KESTRA PRIVATE WEALTH SERVICES, LLC

$68M2.0M0.83%Q1 2026 20

Macro Advisors, Inc.

$67M2.0M27.79%Q1 2026

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