DOSSIER · 13F Holders · Q2 2026
DFEB

FIRST TR EXCHNG TRADED FD VI

155 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 33740F771·155 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$132M
visible holders
Holders
155
filers reporting
Concentration
16.50%
Advance Capital Management, Inc. #1
top holder share
AI Holders Summary · Q2 2026

155 institutions reported DFEB in Q2 2026. Advance Capital Management, Inc. leads at 16.5% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Advance Capital Management, Inc.
CIK 0001536029
$22M432K0.70%Q2 2026
02
Cetera Investment Advisers
CIK 0001666741
$12M237K0.01%Q2 2026
03
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$11M218K0.00%Q2 2026
04
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$9M177K0.01%Q2 2026
05
OSAIC HOLDINGS, INC.
CIK 0001677044
$8M154K0.01%Q2 2026
06
CWM, LLC
CIK 0001535847
$8M164K0.02%Q1 2026
07
Spectrum Asset Management, Inc. (NB/CA)
CIK 0001632078
$7M140K1.96%Q2 2026
08
LPL Financial LLC
CIK 0001403438
$6M123K0.00%Q2 2026
09
UPTICK PARTNERS, LLC
CIK 0002005353
$6M121K0.95%Q2 2026
10
Kestra Advisory Services, LLC
CIK 0001830819
$6M113K0.02%Q2 2026
11
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$4M92K0.01%Q1 2026
12
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$4M82K0.00%Q2 2026
13
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$4M82K0.06%Q2 2026
14
Janney Montgomery Scott LLC
CIK 0001329948
$4M87K0.01%Q1 2026
15
FOUNDERS FINANCIAL SECURITIES LLC
CIK 0001342396
$4M78K0.20%Q2 2026
16
Horizon Investments, LLC
CIK 0001560717
$4M77K0.04%Q2 2026
17
BEACON FINANCIAL GROUP
CIK 0001591379
$4M74K0.34%Q2 2026
18
LifeWealth Investments, LLC
CIK 0002033794
$3M65K0.88%Q2 2026
19
Sunbelt Securities, Inc.
CIK 0001632932
$3M65K0.19%Q1 2026
20
Integrated Wealth Concepts LLC
CIK 0001737109
$3M60K0.02%Q2 2026
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