DOSSIER · 13F Holders · Q2 2026
FDEC

FIRST TR EXCHNG TRADED FD VI

156 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 33740U505·156 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$205M
visible holders
Holders
156
filers reporting
Concentration
13.20%
Griffith & Werner, Inc. #1
top holder share
AI Holders Summary · Q2 2026

156 institutions reported FDEC in Q2 2026. Griffith & Werner, Inc. leads at 13.2% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Griffith & Werner, Inc.
CIK 0002057200
$27M498K12.70%Q2 2026
02
CWM, LLC
CIK 0001535847
$17M333K0.04%Q1 2026
03
ASSETMARK, INC
CIK 0001344551
$16M302K0.03%Q2 2026
04
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$16M300K0.02%Q2 2026
05
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$15M270K0.00%Q2 2026
06
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$14M258K0.00%Q2 2026
07
LPL Financial LLC
CIK 0001403438
$13M232K0.00%Q2 2026
08
MGO ONE SEVEN LLC
CIK 0001731444
$12M216K0.19%Q2 2026
09
Cetera Investment Advisers
CIK 0001666741
$11M201K0.01%Q2 2026
10
OSAIC HOLDINGS, INC.
CIK 0001677044
$9M171K0.01%Q2 2026
11
Schulz Wealth, LTD.
CIK 0002011780
$8M148K4.17%Q2 2026
12
NATIONAL BANK OF CANADA /FI/
CIK 0000926171
$7M136K0.01%Q2 2026
13
Janney Montgomery Scott LLC
CIK 0001329948
$6M117K0.01%Q1 2026
14
Kestra Advisory Services, LLC
CIK 0001830819
$6M106K0.02%Q2 2026
15
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$5M108K0.01%Q1 2026
16
TRUIST FINANCIAL CORP
CIK 0000092230
$5M88K0.01%Q2 2026
17
Faithward Advisors, LLC
CIK 0001695078
$5M85K0.57%Q2 2026
18
LEIGH BALDWIN & CO., LLC
CIK 0000946629
$5M85K2.50%Q2 2026
19
NOVEM GROUP
CIK 0001926783
$4M82K0.45%Q2 2026
20
REAP Financial Group, LLC
CIK 0002048581
$4M82K0.76%Q2 2026
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