DOSSIER · 13F Holders · Q2 2026
BUFY

FIRST TR EXCHNG TRADED FD VI

64 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 33740F169·64 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$103M
visible holders
Holders
64
filers reporting
Concentration
16.81%
COMMONWEALTH EQUITY SERVICES, LLC #1
top holder share
AI Holders Summary · Q2 2026

64 institutions reported BUFY in Q2 2026. COMMONWEALTH EQUITY SERVICES, LLC leads at 16.8% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$17M743K0.02%Q2 2026
02
Prasad Wealth Partners, LLC
CIK 0002048885
$15M639K3.60%Q2 2026
03
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$13M548K0.00%Q2 2026
04
Rockefeller Capital Management L.P.
CIK 0001739439
$10M418K0.01%Q2 2026
05
Janney Montgomery Scott LLC
CIK 0001329948
$10M435K0.02%Q1 2026
06
Cetera Investment Advisers
CIK 0001666741
$8M338K0.01%Q2 2026
07
OSAIC HOLDINGS, INC.
CIK 0001677044
$4M168K0.00%Q2 2026
08
Advisory Services Network, LLC
CIK 0001573876
$4M161K0.04%Q2 2026
09
LPL Financial LLC
CIK 0001403438
$3M121K0.00%Q2 2026
10
Simplicity Wealth,LLC
CIK 0001913243
$3M116K0.09%Q2 2026
11
INDEPENDENT FINANCIAL GROUP, LLC
CIK 0000275484
$2M89K0.04%Q2 2026
12
Integrated Wealth Concepts LLC
CIK 0001737109
$2M85K0.01%Q2 2026
13
Keystone Wealth Services, LLC
CIK 0001866189
$2M85K0.37%Q2 2026
14
Opus Financial Solutions LLC
CIK 0001934041
$2M77K1.45%Q2 2026
15
AssuredPartners Investment Advisors, LLC
CIK 0002055492
$2M76K0.17%Q2 2026
16
NewEdge Advisors, LLC
CIK 0001633516
$2M74K0.01%Q2 2026
17
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$2M72K0.00%Q2 2026
18
VIMA LLC
CIK 0002012155
$2M69K1.58%Q2 2026
19
Visionary Wealth Advisors
CIK 0001802984
$2M65K0.06%Q2 2026
20
OLD MISSION CAPITAL LLC
CIK 0001455915
$1M58K0.02%Q2 2026
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