13F Insight
DOSSIER · 13F Holders · Q1 2026Inflation hedgeYield
FFEB

FIRST TR EXCHNG TRADED FD VI

180 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 33740F763·180 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 2.7%
vs prior quarter
13F value held
$235M
57.0% inst. owned
of float
Holders
180
-100 QoQ
filers reporting
Activity
+67 / −69
+796 added · −891 reduced
this quarter
Concentration
11.97%
Fiduciary Planning LLC #1
top holder share
AI Holders Summary · Q1 2026

180 institutions reported FFEB in Q1 2026. Fiduciary Planning LLC leads at 12.0% of the visible book. -100 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Fiduciary Planning LLC
CIK 0001792851
$28M504K8.50%Q1 202602
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$25M445K0.01%Q1 202603
Cetera Investment Advisers
CIK 0001666741
$22M397K0.02%Q1 202604
Rockefeller Capital Management L.P.
CIK 0001739439
$19M345K0.03%Q1 202605
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$19M332K0.03%Q1 202606
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$18M327K0.01%Q1 202607
REAP Financial Group, LLC
CIK 0002048581
$14M248K2.73%Q1 202608
ASSETMARK, INC
CIK 0001344551
$13M229K0.03%Q4 202509
LPL Financial LLC
CIK 0001403438
$9M162K0.00%Q1 202610
Kestra Advisory Services, LLC
CIK 0001830819
$9M160K0.03%Q1 202611
Atria Investments, Inc
CIK 0001535865
$8M143K0.09%Q1 202612
STEPHENS INC /AR/
CIK 0000757657
$7M129K0.09%Q1 202613
CWM, LLC
CIK 0001535847
$7M122K0.02%Q1 202614
Stratos Investment Management, LLC
CIK 0001707206
$7M121K0.27%Q1 202615
OSAIC HOLDINGS, INC.
CIK 0001677044
$7M120K0.01%Q1 202616
Onyx Bridge Wealth Group LLC
CIK 0001819476
$6M108K0.65%Q1 202617
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$5M89K0.08%Q1 202618
BAM Wealth Management, LLC
CIK 0002093649
$5M83K3.45%Q1 202619
Focus Partners Wealth
CIK 0001542153
$4M74K0.00%Q4 202520
Main Street Financial Solutions, LLC
CIK 0001763350
$4M70K0.30%Q4 2025
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