13F Insight
DOSSIER · 13F Holders · Q2 2026
BUFZ

FIRST TR EXCHNG TRADED FD VI

146 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 33740U729·146 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$698M
visible holders
Holders
146
filers reporting
Concentration
18.52%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

146 institutions reported BUFZ in Q2 2026. LPL Financial LLC leads at 18.5% 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
$129M4.6M0.03%Q2 202602
Forge Financial Services LLC
CIK 0002055357
$119M4.3M10.24%Q2 202603
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$108M3.9M0.03%Q2 202604
OSAIC HOLDINGS, INC.
CIK 0001677044
$43M1.6M0.05%Q2 202605
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$38M1.4M0.01%Q2 202606
Cetera Investment Advisers
CIK 0001666741
$31M1.1M0.03%Q2 202607
Kestra Advisory Services, LLC
CIK 0001830819
$30M1.1M0.10%Q2 202608
Jacobi Capital Management LLC
CIK 0001689646
$26M944K1.29%Q2 202609
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$25M906K0.03%Q2 202610
TRUIST FINANCIAL CORP
CIK 0000092230
$24M857K0.03%Q2 202611
CWM, LLC
CIK 0001535847
$24M906K0.06%Q1 202612
Rise Advisors, LLC
CIK 0001831316
$20M706K5.55%Q2 202613
KESTRA PRIVATE WEALTH SERVICES, LLC
CIK 0001649451
$18M661K0.20%Q2 202614
Geneos Wealth Management Inc.
CIK 0001764754
$14M485K0.28%Q2 202615
CreativeOne Wealth, LLC
CIK 0001739728
$12M431K0.26%Q2 202616
ARQ WEALTH ADVISORS, LLC
CIK 0001811827
$12M425K1.48%Q2 202617
Bullseye Investment Management, LLC
CIK 0001912451
$6M273K3.90%Q3 202518
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$6M213K0.08%Q2 202619
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$6M208K0.01%Q2 202620
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$6M221K0.01%Q1 2026
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