DOSSIER · 13F Holders · Q1 2026
BUFZ

FIRST TR EXCHNG TRADED FD VI

141 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 33740U729·141 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$627M
visible holders
Holders
141
filers reporting
Concentration
18.32%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

141 institutions reported BUFZ in Q1 2026. LPL Financial LLC leads at 18.3% of the visible book.

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 2026
02
Forge Financial Services LLC
CIK 0002055357
$109M4.1M11.03%Q1 2026
03
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$77M2.9M0.02%Q1 2026
04
OSAIC HOLDINGS, INC.
CIK 0001677044
$49M1.9M0.07%Q1 2026
05
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$36M1.4M0.01%Q1 2026
06
Kestra Advisory Services, LLC
CIK 0001830819
$29M1.1M0.11%Q1 2026
07
Cetera Investment Advisers
CIK 0001666741
$27M1.0M0.03%Q1 2026
08
CWM, LLC
CIK 0001535847
$24M906K0.06%Q1 2026
09
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$23M888K0.03%Q1 2026
10
Jacobi Capital Management LLC
CIK 0001689646
$23M882K1.29%Q1 2026
11
TRUIST FINANCIAL CORP
CIK 0000092230
$20M758K0.03%Q1 2026
12
Rise Advisors, LLC
CIK 0001831316
$20M706K5.55%Q2 2026
13
KESTRA PRIVATE WEALTH SERVICES, LLC
CIK 0001649451
$14M547K0.18%Q1 2026
14
Geneos Wealth Management Inc.
CIK 0001764754
$12M466K0.28%Q1 2026
15
ARQ WEALTH ADVISORS, LLC
CIK 0001811827
$12M425K1.48%Q2 2026
16
CreativeOne Wealth, LLC
CIK 0001739728
$11M409K0.25%Q1 2026
17
Richmond Investment Services, LLC
CIK 0002031991
$8M305K1.29%Q1 2026
18
Bullseye Investment Management, LLC
CIK 0001912451
$6M273K3.90%Q3 2025
19
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$6M208K0.01%Q2 2026
20
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$6M221K0.01%Q1 2026
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