13F Insight
DOSSIER · 13F Holders · Q1 2026Mega-capCrowded
DJAN

FIRST TR EXCHNG TRADED FD VI

132 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 33740F631·132 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 1.8%
vs prior quarter
13F value held
$197M
46.0% inst. owned
of float
Holders
132
-39 QoQ
filers reporting
Activity
+33 / −98
+832 added · −870 reduced
this quarter
Concentration
26.07%
Jaffetilchin Investment Partners, LLC #1
top holder share
AI Holders Summary · Q1 2026

132 institutions reported DJAN in Q1 2026. Jaffetilchin Investment Partners, LLC leads at 26.1% of the visible book. -39 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Jaffetilchin Investment Partners, LLC
CIK 0001404652
$51M1.2M3.06%Q1 202602
First International Bank of Israel Ltd.
CIK 0002081196
$29M680K8.50%Q1 202603
Brookstone Capital Management
CIK 0001599584
$14M324K0.16%Q1 202604
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$13M294K0.00%Q1 202605
CWM, LLC
CIK 0001535847
$12M281K0.03%Q1 202606
Cetera Investment Advisers
CIK 0001666741
$10M232K0.01%Q1 202607
Per Stirling Capital Management, LLC.
CIK 0001689933
$9M217K1.02%Q1 202608
MML INVESTORS SERVICES, LLC
CIK 0000701059
$8M197K0.02%Q1 202609
LPL Financial LLC
CIK 0001403438
$6M143K0.00%Q1 202610
PRECEDENT WEALTH PARTNERS, LLC
CIK 0002008666
$5M124K1.06%Q1 202611
Kestra Advisory Services, LLC
CIK 0001830819
$5M122K0.02%Q1 202612
SMART Wealth LLC
CIK 0002044723
$5M117K1.46%Q1 202613
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$5M114K0.00%Q1 202614
Advisory Services Network, LLC
CIK 0001573876
$4M105K0.06%Q1 202615
OSAIC HOLDINGS, INC.
CIK 0001677044
$4M100K0.01%Q1 202616
IFP Advisors, Inc
CIK 0001641866
$4M91K0.08%Q1 202617
FOUNDERS FINANCIAL SECURITIES LLC
CIK 0001342396
$3M76K0.19%Q1 202618
Commonwealth Financial Services, LLC
CIK 0001536755
$3M72K0.48%Q1 202619
BEACON FINANCIAL GROUP
CIK 0001591379
$3M69K0.29%Q1 202620
Horizon Investments, LLC
CIK 0001560717
$3M63K0.03%Q4 2025
Page 1 of 7
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