13F Insight
DOSSIER · 13F Holders · Q1 2026Defensive growthQuality
BUFZ

FIRST TR EXCHNG TRADED FD VI

129 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 33740U729·129 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 3.3%
vs prior quarter
13F value held
$616M
46.0% inst. owned
of float
Holders
129
+121 QoQ
filers reporting
Activity
+65 / −108
+806 added · −766 reduced
this quarter
Concentration
18.64%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

129 institutions reported BUFZ in Q1 2026. LPL Financial LLC leads at 18.6% of the visible book. +121 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
$115M4.4M0.03%Q1 202602
Forge Financial Services LLC
CIK 0002055357
$109M4.1M11.03%Q1 202603
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$77M2.9M0.02%Q1 202604
OSAIC HOLDINGS, INC.
CIK 0001677044
$49M1.9M0.07%Q1 202605
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$36M1.4M0.01%Q1 202606
Kestra Advisory Services, LLC
CIK 0001830819
$29M1.1M0.11%Q1 202607
Cetera Investment Advisers
CIK 0001666741
$27M1.0M0.03%Q1 202608
CWM, LLC
CIK 0001535847
$24M906K0.06%Q1 202609
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$23M888K0.03%Q1 202610
Jacobi Capital Management LLC
CIK 0001689646
$23M882K1.29%Q1 202611
TRUIST FINANCIAL CORP
CIK 0000092230
$20M758K0.03%Q1 202612
Rise Advisors, LLC
CIK 0001831316
$18M699K6.49%Q1 202613
KESTRA PRIVATE WEALTH SERVICES, LLC
CIK 0001649451
$14M547K0.18%Q1 202614
Geneos Wealth Management Inc.
CIK 0001764754
$12M466K0.28%Q1 202615
CreativeOne Wealth, LLC
CIK 0001739728
$11M409K0.25%Q1 202616
Richmond Investment Services, LLC
CIK 0002031991
$8M305K1.29%Q1 202617
Bullseye Investment Management, LLC
CIK 0001912451
$6M273K3.90%Q3 202518
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$5M201K0.08%Q1 202619
Kingsview Wealth Management, LLC
CIK 0001791965
$5M180K0.06%Q1 202620
Goldenstone Wealth Management LLC
CIK 0002109094
$4M156K2.97%Q1 2026
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