DOSSIER · 13F Holders · Q1 2026BellwetherCompounder
FNOV

FIRST TR EXCHNG TRADED FD VI

169 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 33740F847·169 13F holders·last filed Mar 31, 2026
Market cap
0.3%
vs prior quarter
13F value held
$185M
74.0% inst. owned
of float
Holders
169
+77 QoQ
filers reporting
Activity
+48 / −91
+923 added · −841 reduced
this quarter
Concentration
22.21%
ENVESTNET ASSET MANAGEMENT INC #1
top holder share
AI Holders Summary · Q1 2026

169 institutions reported FNOV in Q1 2026. ENVESTNET ASSET MANAGEMENT INC leads at 22.2% of the visible book. +77 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
$41M768K0.01%Q1 2026
02
Cetera Investment Advisers
CIK 0001666741
$27M514K0.03%Q1 2026
03
LPL Financial LLC
CIK 0001403438
$15M285K0.00%Q1 2026
04
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$13M242K0.00%Q1 2026
05
ASSETMARK, INC
CIK 0001344551
$13M236K0.03%Q4 2025
06
OSAIC HOLDINGS, INC.
CIK 0001677044
$13M237K0.02%Q1 2026
07
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$8M153K0.01%Q1 2026
08
Atria Investments, Inc
CIK 0001535865
$8M150K0.09%Q1 2026
09
REAP Financial Group, LLC
CIK 0002048581
$5M94K1.00%Q1 2026
10
CWM, LLC
CIK 0001535847
$5M93K0.01%Q1 2026
11
Kestra Advisory Services, LLC
CIK 0001830819
$5M86K0.02%Q1 2026
12
BAM Wealth Management, LLC
CIK 0002093649
$4M84K3.35%Q1 2026
13
MBL Wealth, LLC
CIK 0001845785
$4M79K0.32%Q1 2026
14
MML INVESTORS SERVICES, LLC
CIK 0000701059
$4M67K0.01%Q1 2026
15
Altman Advisors, Inc.
CIK 0001731671
$4M94K1.47%Q1 2026
16
CreativeOne Wealth, LLC
CIK 0001739728
$3M62K0.08%Q1 2026
17
Mariner, LLC
CIK 0001373442
$3M59K0.00%Q1 2026
18
OneDigital Investment Advisors LLC
CIK 0001690370
$3M59K0.03%Q1 2026
19
DHJJ Financial Advisors, Ltd.
CIK 0001844716
$3M59K1.04%Q1 2026
20
McKinley Carter Wealth Services, Inc.
CIK 0001484265
$3M58K0.18%Q1 2026
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