DOSSIER · 13F Holders · Q1 2026Mega-capCrowded
DLFE

FIRST TR EXCHNG TRADED FD VI

15 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 33740U273·15 13F holders·last filed Mar 31, 2026
Market cap
2.1%
vs prior quarter
13F value held
$47M
75.0% inst. owned
of float
Holders
15
+119 QoQ
filers reporting
Activity
+99 / −44
+900 added · −842 reduced
this quarter
Concentration
41.05%
Kestra Advisory Services, LLC #1
top holder share
AI Holders Summary · Q1 2026

15 institutions reported DLFE in Q1 2026. Kestra Advisory Services, LLC leads at 41.1% of the visible book. +119 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Kestra Advisory Services, LLC
CIK 0001830819
$19M654K0.07%Q1 2026
02
First International Bank of Israel Ltd.
CIK 0002081196
$19M651K5.63%Q1 2026
03
NEW WAVE WEALTH ADVISORS LLC
CIK 0002035324
$3M118K1.20%Q1 2026
04
MML INVESTORS SERVICES, LLC
CIK 0000701059
$2M67K0.01%Q1 2026
05
RFG Advisory, LLC
CIK 0001633387
$687,68823K0.01%Q1 2026
06
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$653,85022K0.00%Q1 2026
07
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$592,28920K0.00%Q1 2026
08
Maia Wealth LLC
CIK 0002010858
$434,59415K0.07%Q1 2026
09
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$369,97413K0.01%Q1 2026
10
UPTICK PARTNERS, LLC
CIK 0002005353
$264,6299K0.05%Q1 2026
11
Benson Wealth Management INC
CIK 0002109863
$44,0511K0.06%Q1 2026
12
UBS Group AG
CIK 0001610520
$9,7113300.00%Q1 2026
13
Hughes Financial Services, LLC
CIK 0002054465
$7,9452700.00%Q1 2026
14
Anfield Capital Management, LLC
CIK 0001602020
$971330.00%Q1 2026
15
DHJJ Financial Advisors, Ltd.
CIK 0001844716
$589200.00%Q1 2026