13F Insight
DOSSIER · 13F Holders · Q1 2026Defensive growthQuality
FJAN

FIRST TR EXCHNG TRADED FD VI

167 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 33740F623·167 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 1.8%
vs prior quarter
13F value held
$247M
47.0% inst. owned
of float
Holders
167
+1 QoQ
filers reporting
Activity
+28 / −86
+863 added · −821 reduced
this quarter
Concentration
13.71%
ENVESTNET ASSET MANAGEMENT INC #1
top holder share
AI Holders Summary · Q1 2026

167 institutions reported FJAN in Q1 2026. ENVESTNET ASSET MANAGEMENT INC leads at 13.7% of the visible book. +1 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
$34M672K0.01%Q1 202602
Cetera Investment Advisers
CIK 0001666741
$31M608K0.03%Q1 202603
Rockefeller Capital Management L.P.
CIK 0001739439
$21M420K0.04%Q1 202604
Brookstone Capital Management
CIK 0001599584
$16M317K0.18%Q1 202605
CWM, LLC
CIK 0001535847
$15M294K0.04%Q1 202606
LPL Financial LLC
CIK 0001403438
$14M282K0.00%Q1 202607
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$14M277K0.00%Q1 202608
ASSETMARK, INC
CIK 0001344551
$13M252K0.03%Q4 202509
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$11M221K0.02%Q1 202610
MML INVESTORS SERVICES, LLC
CIK 0000701059
$10M205K0.03%Q1 202611
First International Bank of Israel Ltd.
CIK 0002081196
$10M190K2.82%Q1 202612
U.S. Capital Wealth Advisors, LLC
CIK 0001808915
$9M182K0.23%Q1 202613
Atria Investments, Inc
CIK 0001535865
$8M154K0.09%Q1 202614
Kestra Advisory Services, LLC
CIK 0001830819
$7M145K0.03%Q1 202615
OSAIC HOLDINGS, INC.
CIK 0001677044
$6M126K0.01%Q1 202616
STEPHENS INC /AR/
CIK 0000757657
$6M124K0.08%Q1 202617
REAP Financial Group, LLC
CIK 0002048581
$6M122K1.22%Q1 202618
SMART Wealth LLC
CIK 0002044723
$5M108K1.59%Q1 202619
Foguth Wealth Management, LLC.
CIK 0002016322
$5M97K0.62%Q1 202620
BAM Wealth Management, LLC
CIK 0002093649
$5M91K3.42%Q1 2026
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