13F Insight
DOSSIER · 13F Holders · Q1 2026High-convictionMulti-bagger
FJUN

FIRST TR EXCHNG TRADED FD VI

155 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 33740F722·155 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 2.6%
vs prior quarter
13F value held
$177M
54.0% inst. owned
of float
Holders
155
+87 QoQ
filers reporting
Activity
+12 / −82
+975 added · −907 reduced
this quarter
Concentration
15.96%
ENVESTNET ASSET MANAGEMENT INC #1
top holder share
AI Holders Summary · Q1 2026

155 institutions reported FJUN in Q1 2026. ENVESTNET ASSET MANAGEMENT INC leads at 16.0% of the visible book. +87 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
$28M499K0.01%Q1 202602
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$16M286K0.02%Q1 202603
Cetera Investment Advisers
CIK 0001666741
$14M255K0.02%Q1 202604
ASSETMARK, INC
CIK 0001344551
$13M227K0.03%Q4 202505
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$12M204K0.00%Q1 202606
CWM, LLC
CIK 0001535847
$11M186K0.03%Q1 202607
Keystone Wealth Services, LLC
CIK 0001866189
$10M177K2.14%Q1 202608
Legacy Capital Wealth Partners, LLC
CIK 0001766228
$8M148K1.72%Q1 202609
OSAIC HOLDINGS, INC.
CIK 0001677044
$8M135K0.01%Q1 202610
Kestra Advisory Services, LLC
CIK 0001830819
$7M131K0.03%Q1 202611
Mariner, LLC
CIK 0001373442
$7M131K0.01%Q1 202612
LPL Financial LLC
CIK 0001403438
$7M124K0.00%Q1 202613
Rockefeller Capital Management L.P.
CIK 0001739439
$7M116K0.01%Q1 202614
Atria Investments, Inc
CIK 0001535865
$5M95K0.06%Q1 202615
Foguth Wealth Management, LLC.
CIK 0002016322
$4M67K0.46%Q1 202616
MML INVESTORS SERVICES, LLC
CIK 0000701059
$4M70K0.01%Q1 202617
Avantra Family Wealth, Inc.
CIK 0001774744
$4M68K2.87%Q1 202618
Aptus Capital Advisors, LLC
CIK 0001664193
$4M68K0.03%Q1 202619
Financial Guidance Group, Inc.
CIK 0001929349
$4M68K1.54%Q1 202620
Valtinson Bruner Financial Planning LLC
CIK 0001761450
$4M66K1.02%Q1 2026
Page 1 of 8
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