DOSSIER · 13F Holders · Q1 2026Most-boughtAI cap-ex
FDEC

FIRST TR EXCHNG TRADED FD VI

157 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 33740U505·157 13F holders·last filed Mar 31, 2026
Market cap
0.7%
vs prior quarter
13F value held
$211M
55.0% inst. owned
of float
Holders
157
+26 QoQ
filers reporting
Activity
+47 / −21
+795 added · −788 reduced
this quarter
Concentration
13.12%
ENVESTNET ASSET MANAGEMENT INC #1
top holder share
AI Holders Summary · Q1 2026

157 institutions reported FDEC in Q1 2026. ENVESTNET ASSET MANAGEMENT INC leads at 13.1% of the visible book. +26 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$28M555K0.01%Q1 2026
02
Griffith & Werner, Inc.
CIK 0002057200
$24M486K11.98%Q1 2026
03
Cetera Investment Advisers
CIK 0001666741
$18M359K0.02%Q1 2026
04
CWM, LLC
CIK 0001535847
$17M333K0.04%Q1 2026
05
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$15M310K0.02%Q1 2026
06
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$14M276K0.00%Q1 2026
07
ASSETMARK, INC
CIK 0001344551
$13M255K0.03%Q4 2025
08
MGO ONE SEVEN LLC
CIK 0001731444
$11M217K0.22%Q1 2026
09
LPL Financial LLC
CIK 0001403438
$10M211K0.00%Q1 2026
10
Atria Investments, Inc
CIK 0001535865
$8M155K0.09%Q1 2026
11
Schulz Wealth, LTD.
CIK 0002011780
$8M148K4.86%Q4 2025
12
Kestra Advisory Services, LLC
CIK 0001830819
$7M135K0.03%Q1 2026
13
OSAIC HOLDINGS, INC.
CIK 0001677044
$6M128K0.01%Q1 2026
14
NATIONAL BANK OF CANADA /FI/
CIK 0000926171
$6M127K0.01%Q1 2026
15
TRUIST FINANCIAL CORP
CIK 0000092230
$5M98K0.01%Q1 2026
16
BAM Wealth Management, LLC
CIK 0002093649
$5M91K3.37%Q1 2026
17
NovaPoint Capital, LLC
CIK 0001815025
$5M88K1.16%Q4 2025
18
Faithward Advisors, LLC
CIK 0001695078
$4M86K0.61%Q1 2026
19
REAP Financial Group, LLC
CIK 0002048581
$4M82K0.80%Q1 2026
20
NOVEM GROUP
CIK 0001926783
$4M81K0.46%Q1 2026
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