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

FIRST TR EXCHNG TRADED FD VI

175 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 33740F276·175 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$304M
visible holders
Holders
175
filers reporting
Concentration
19.88%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q2 2026

175 institutions reported EIPI in Q2 2026. MORGAN STANLEY leads at 19.9% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$60M2.8M0.00%Q2 202602
Arvest Bank Trust Division
CIK 0001625959
$38M1.8M1.87%Q2 202603
LPL Financial LLC
CIK 0001403438
$28M1.3M0.01%Q2 202604
Coastal Bridge Advisors, LLC
CIK 0001665976
$22M1.0M1.38%Q2 202605
ROYAL BANK OF CANADA
CIK 0001000275
$20M917K0.00%Q2 202606
UBS Group AG
CIK 0001610520
$19M887K0.00%Q2 202607
Modern Wealth Management, LLC
CIK 0002001900
$18M804K0.31%Q1 202608
Wealthspire Advisors, LLC
CIK 0001646247
$16M728K0.09%Q2 202609
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$15M684K0.00%Q2 202610
ARVEST INVESTMENTS, INC.
CIK 0001025038
$13M610K1.61%Q2 202611
STIFEL FINANCIAL CORP
CIK 0000720672
$10M444K0.01%Q2 202612
OSAIC HOLDINGS, INC.
CIK 0001677044
$7M320K0.01%Q2 202613
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$7M301K0.02%Q1 202614
WELLS FARGO & COMPANY/MN
CIK 0000072971
$6M275K0.00%Q2 202615
Summit Financial, LLC
CIK 0001765536
$5M215K0.05%Q2 202616
HB Wealth Management, LLC
CIK 0001911253
$5M208K0.03%Q2 202617
Triad Wealth Partners, LLC
CIK 0002012717
$4M187K0.25%Q2 202618
Paller Financial Services Inc
CIK 0002095931
$4M173K2.83%Q2 202619
Z3 Capital Partners, LLC
CIK 0002127787
$3M155K0.71%Q2 202620
Cetera Investment Advisers
CIK 0001666741
$3M148K0.00%Q2 2026
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