DOSSIER · 13F Holders · Q2 2026
DSEP

FIRST TR EXCHNG TRADED FD VI

113 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 33740F680·113 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$109M
visible holders
Holders
113
filers reporting
Concentration
15.98%
ENVESTNET ASSET MANAGEMENT INC #1
top holder share
AI Holders Summary · Q2 2026

113 institutions reported DSEP in Q2 2026. ENVESTNET ASSET MANAGEMENT INC leads at 16.0% 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 2026
02
Spectrum Asset Management, Inc. (NB/CA)
CIK 0001632078
$13M267K3.77%Q3 2026
03
REAP Financial Group, LLC
CIK 0002048581
$11M223K1.81%Q2 2026
04
Cetera Investment Advisers
CIK 0001666741
$6M134K0.01%Q2 2026
05
Kestra Advisory Services, LLC
CIK 0001830819
$6M126K0.02%Q2 2026
06
CWM, LLC
CIK 0001535847
$6M126K0.01%Q1 2026
07
MML INVESTORS SERVICES, LLC
CIK 0000701059
$6M117K0.01%Q2 2026
08
WINNOW WEALTH LLC
CIK 0002079687
$5M97K3.14%Q3 2026
09
Wood Tarver Financial Group, LLC
CIK 0002059344
$4M96K1.16%Q1 2026
10
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$4M88K0.01%Q2 2026
11
FOUNDERS FINANCIAL SECURITIES LLC
CIK 0001342396
$4M82K0.20%Q2 2026
12
OSAIC HOLDINGS, INC.
CIK 0001677044
$4M81K0.00%Q2 2026
13
LPL Financial LLC
CIK 0001403438
$4M77K0.00%Q2 2026
14
Advyzon Investment Management, LLC
CIK 0002011872
$4M81K0.32%Q1 2026
15
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$4M74K0.00%Q2 2026
16
OGOREK ANTHONY JOSEPH /NY/ /ADV
CIK 0000714364
$3M75K0.90%Q1 2026
17
TRUIST FINANCIAL CORP
CIK 0000092230
$3M59K0.00%Q2 2026
18
LifeWealth Investments, LLC
CIK 0002033794
$3M53K0.72%Q3 2026
19
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$3M54K0.03%Q2 2026
20
Hardworking Capital Advisors, LLC
CIK 0002098583
$2M41K1.65%Q3 2026
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