DOSSIER · 13F Holders · Q2 2026
DECM

FIRST TR EXCHNG TRADED FD VI

41 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 33740U497·41 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$30M
visible holders
Holders
41
filers reporting
Concentration
45.20%
PRECEDENT WEALTH PARTNERS, LLC #1
top holder share
AI Holders Summary · Q2 2026

41 institutions reported DECM in Q2 2026. PRECEDENT WEALTH PARTNERS, LLC leads at 45.2% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
PRECEDENT WEALTH PARTNERS, LLC
CIK 0002008666
$14M404K2.26%Q2 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
Atria Investments, Inc
CIK 0001535865
$974K30K0.01%Q1 2026
07
Mariner, LLC
CIK 0001373442
$974K30K0.00%Q1 2026
08
Defined Financial Planning LLC
CIK 0002056559
$957K30K0.79%Q3 2025
09
Madrona Financial Services, LLC
CIK 0001578370
$882K26K0.16%Q2 2026
10
Clear Creek Financial Management, LLC
CIK 0001784235
$786K24K0.06%Q1 2026
11
HBW ADVISORY SERVICES LLC
CIK 0001790525
$573K17K0.05%Q2 2026
12
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$537K16K0.01%Q1 2026
13
AE Wealth Management LLC
CIK 0001697723
$491K15K0.00%Q1 2026
14
Pinnacle Financial Partners, Inc.
CIK 0002082866
$491K15K0.00%Q1 2026
15
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$442K14K0.00%Q1 2026
16
Legacy Capital Wealth Partners, LLC
CIK 0001766228
$432K13K0.09%Q1 2026
17
LPL Financial LLC
CIK 0001403438
$409K13K0.00%Q1 2026
18
OLD MISSION CAPITAL LLC
CIK 0001455915
$397K12K0.01%Q1 2026
19
Capital Analysts, LLC
CIK 0001624758
$379K12K0.01%Q1 2026
20
Americana Partners, LLC
CIK 0001797678
$373K11K0.01%Q1 2026
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