DOSSIER · 13F Holders · Q1 2026High-convictionMulti-bagger
DSEP

FIRST TR EXCHNG TRADED FD VI

116 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 33740F680·116 13F holders·last filed Mar 31, 2026
Market cap
3.7%
vs prior quarter
13F value held
$98M
64.0% inst. owned
of float
Holders
116
-56 QoQ
filers reporting
Activity
+71 / −101
+877 added · −871 reduced
this quarter
Concentration
13.40%
ENVESTNET ASSET MANAGEMENT INC #1
top holder share
AI Holders Summary · Q1 2026

116 institutions reported DSEP in Q1 2026. ENVESTNET ASSET MANAGEMENT INC leads at 13.4% of the visible book. -56 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$13M299K0.00%Q1 2026
02
Spectrum Asset Management, Inc. (NB/CA)
CIK 0001632078
$11M255K3.57%Q1 2026
03
REAP Financial Group, LLC
CIK 0002048581
$10M228K1.98%Q1 2026
04
Kestra Advisory Services, LLC
CIK 0001830819
$8M177K0.03%Q1 2026
05
Cetera Investment Advisers
CIK 0001666741
$6M127K0.01%Q1 2026
06
CWM, LLC
CIK 0001535847
$6M126K0.01%Q1 2026
07
WINNOW WEALTH LLC
CIK 0002079687
$5M114K3.85%Q1 2026
08
MML INVESTORS SERVICES, LLC
CIK 0000701059
$4M91K0.01%Q1 2026
09
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$4M88K0.01%Q1 2026
10
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$4M87K0.00%Q1 2026
11
Advyzon Investment Management, LLC
CIK 0002011872
$4M81K0.32%Q1 2026
12
OSAIC HOLDINGS, INC.
CIK 0001677044
$3M79K0.01%Q1 2026
13
FOUNDERS FINANCIAL SECURITIES LLC
CIK 0001342396
$3M73K0.19%Q1 2026
14
LPL Financial LLC
CIK 0001403438
$3M68K0.00%Q1 2026
15
Maia Wealth LLC
CIK 0002010858
$3M64K0.48%Q1 2026
16
TRUIST FINANCIAL CORP
CIK 0000092230
$3M60K0.00%Q1 2026
17
LifeWealth Investments, LLC
CIK 0002033794
$2M56K0.74%Q1 2026
18
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$2M55K0.04%Q1 2026
19
Jaffetilchin Investment Partners, LLC
CIK 0001404652
$2M54K0.14%Q1 2026
20
Hardworking Capital Advisors, LLC
CIK 0002098583
$2M46K1.87%Q1 2026
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