13F Insight
DOSSIER · 13F Holders · Q2 2026
DSEP

FIRST TR EXCHNG TRADED FD VI

111 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 33740F680·111 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$107M
visible holders
Holders
111
filers reporting
Concentration
16.38%
ENVESTNET ASSET MANAGEMENT INC #1
top holder share
AI Holders Summary · Q2 2026

111 institutions reported DSEP in Q2 2026. ENVESTNET ASSET MANAGEMENT INC leads at 16.4% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$17M368K0.00%Q2 202602
Spectrum Asset Management, Inc. (NB/CA)
CIK 0001632078
$12M255K3.35%Q2 202603
REAP Financial Group, LLC
CIK 0002048581
$11M223K1.81%Q2 202604
Kestra Advisory Services, LLC
CIK 0001830819
$6M126K0.02%Q2 202605
Cetera Investment Advisers
CIK 0001666741
$6M127K0.01%Q1 202606
CWM, LLC
CIK 0001535847
$6M126K0.01%Q1 202607
WINNOW WEALTH LLC
CIK 0002079687
$5M110K3.55%Q2 202608
Wood Tarver Financial Group, LLC
CIK 0002059344
$4M96K1.16%Q1 202609
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$4M88K0.01%Q2 202610
MML INVESTORS SERVICES, LLC
CIK 0000701059
$4M91K0.01%Q1 202611
FOUNDERS FINANCIAL SECURITIES LLC
CIK 0001342396
$4M82K0.20%Q2 202612
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$4M87K0.00%Q1 202613
Advyzon Investment Management, LLC
CIK 0002011872
$4M81K0.32%Q1 202614
OSAIC HOLDINGS, INC.
CIK 0001677044
$3M79K0.01%Q1 202615
OGOREK ANTHONY JOSEPH /NY/ /ADV
CIK 0000714364
$3M75K0.90%Q1 202616
Maia Wealth LLC
CIK 0002010858
$3M63K0.44%Q2 202617
LPL Financial LLC
CIK 0001403438
$3M68K0.00%Q1 202618
TRUIST FINANCIAL CORP
CIK 0000092230
$3M59K0.00%Q2 202619
LifeWealth Investments, LLC
CIK 0002033794
$3M56K0.71%Q2 202620
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$2M55K0.04%Q1 2026
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