DOSSIER · 13F Holders · Q2 2026
CRPT

FIRST TR EXCHNG TRADED FD VI

71 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 33740F540·71 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$51M
visible holders
Holders
71
filers reporting
Concentration
52.50%
Gradient Investments LLC #1
top holder share
AI Holders Summary · Q2 2026

71 institutions reported CRPT in Q2 2026. Gradient Investments LLC leads at 52.5% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Gradient Investments LLC
CIK 0001542265
$27M2.3M0.37%Q2 2026
02
Mattson Financial Services, LLC
CIK 0002034595
$4M339K0.83%Q2 2026
03
GTS SECURITIES LLC
CIK 0001452765· Market maker
$4M314K0.08%Q2 2026
04
Cetera Investment Advisers
CIK 0001666741
$2M172K0.00%Q2 2026
05
TOUNJIAN ADVISORY PARTNERS, LLC
CIK 0002039850
$2M161K0.78%Q2 2026
06
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$2M154K0.00%Q1 2026
07
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$1M125K0.00%Q1 2026
08
MANCHESTER FINANCIAL INC
CIK 0000866590
$1M117K0.24%Q2 2026
09
MONEY CONCEPTS CAPITAL CORP
CIK 0000716851
$1M110K0.06%Q2 2026
10
STIFEL FINANCIAL CORP
CIK 0000720672
$828K73K0.00%Q2 2026
11
COMPASS CAPITAL CORP /MA/ /ADV
CIK 0000749763
$758K66K0.25%Q2 2026
12
LPL Financial LLC
CIK 0001403438
$748K66K0.00%Q2 2026
13
SILVER OAK SECURITIES, INCORPORATED
CIK 0001080576
$694K61K0.04%Q2 2026
14
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$648K57K0.00%Q2 2026
15
Orion Portfolio Solutions, LLC
CIK 0001802647
$635K45K0.00%Q1 2025
16
MML INVESTORS SERVICES, LLC
CIK 0000701059
$549K48K0.00%Q2 2026
17
HighTower Advisors, LLC
CIK 0001462245
$538K47K0.00%Q2 2026
18
Global Assets Advisory, LLC
CIK 0001942932
$518K43K0.11%Q2 2026
19
OSAIC HOLDINGS, INC.
CIK 0001677044
$502K44K0.00%Q2 2026
20
Paladin Wealth, LLC
CIK 0002040377
$501K44K0.29%Q2 2026
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Insiders at FIRST TR EXCHNG TRADED FD VI
Feinberg Jeff