DOSSIER · 13F Holders · Q1 2026CyclicalNet sold
DECM

FIRST TR EXCHNG TRADED FD VI

40 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 33740U497·40 13F holders·last filed Mar 31, 2026
Market cap
3.4%
vs prior quarter
13F value held
$34M
72.0% inst. owned
of float
Holders
40
+60 QoQ
filers reporting
Activity
+8 / −30
+871 added · −842 reduced
this quarter
Concentration
51.84%
PRECEDENT WEALTH PARTNERS, LLC #1
top holder share
AI Holders Summary · Q1 2026

40 institutions reported DECM in Q1 2026. PRECEDENT WEALTH PARTNERS, LLC leads at 51.8% of the visible book. +60 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
PRECEDENT WEALTH PARTNERS, LLC
CIK 0002008666
$18M542K3.54%Q1 2026
02
Capasso Planning Partners LLC
CIK 0001911938
$2M74K1.31%Q1 2026
03
Kestra Advisory Services, LLC
CIK 0001830819
$2M60K0.01%Q1 2026
04
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$2M58K0.00%Q1 2026
05
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$1M34K0.00%Q1 2026
06
Mariner, LLC
CIK 0001373442
$973,96430K0.00%Q1 2026
07
Atria Investments, Inc
CIK 0001535865
$973,96430K0.01%Q1 2026
08
Defined Financial Planning LLC
CIK 0002056559
$956,65230K0.79%Q3 2025
09
Madrona Financial Services, LLC
CIK 0001578370
$854,53026K0.19%Q1 2026
10
Clear Creek Financial Management, LLC
CIK 0001784235
$785,66524K0.06%Q1 2026
11
HBW ADVISORY SERVICES LLC
CIK 0001790525
$554,99717K0.06%Q1 2026
12
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$537,25816K0.01%Q1 2026
13
AE Wealth Management LLC
CIK 0001697723
$491,16315K0.00%Q1 2026
14
Pinnacle Financial Partners, Inc.
CIK 0002082866
$491,09815K0.00%Q1 2026
15
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$442,29214K0.00%Q1 2026
16
Legacy Capital Wealth Partners, LLC
CIK 0001766228
$431,54413K0.09%Q1 2026
17
LPL Financial LLC
CIK 0001403438
$409,26513K0.00%Q1 2026
18
OLD MISSION CAPITAL LLC
CIK 0001455915
$397,11212K0.01%Q1 2026
19
Americana Partners, LLC
CIK 0001797678
$373,16711K0.01%Q1 2026
20
Cetera Investment Advisers
CIK 0001666741
$356,53911K0.00%Q1 2026
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