DOSSIER · 13F Holders · Q1 2026High-convictionMulti-bagger
FOCT

FIRST TR EXCHNG TRADED FD VI

145 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 33740F664·145 13F holders·last filed Mar 31, 2026
Market cap
0.4%
vs prior quarter
13F value held
$175M
54.0% inst. owned
of float
Holders
145
-119 QoQ
filers reporting
Activity
+38 / −85
+854 added · −822 reduced
this quarter
Concentration
23.89%
ENVESTNET ASSET MANAGEMENT INC #1
top holder share
AI Holders Summary · Q1 2026

145 institutions reported FOCT in Q1 2026. ENVESTNET ASSET MANAGEMENT INC leads at 23.9% of the visible book. -119 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$42M875K0.01%Q1 2026
02
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$17M353K0.01%Q1 2026
03
Cetera Investment Advisers
CIK 0001666741
$17M353K0.02%Q1 2026
04
ASSETMARK, INC
CIK 0001344551
$13M265K0.03%Q4 2025
05
Bleakley Financial Group, LLC
CIK 0001936953
$11M231K0.17%Q1 2026
06
LPL Financial LLC
CIK 0001403438
$9M183K0.00%Q1 2026
07
OSAIC HOLDINGS, INC.
CIK 0001677044
$9M182K0.01%Q1 2026
08
Atria Investments, Inc
CIK 0001535865
$8M160K0.09%Q1 2026
09
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$7M149K0.01%Q1 2026
10
REAP Financial Group, LLC
CIK 0002048581
$7M145K1.36%Q1 2026
11
Kestra Advisory Services, LLC
CIK 0001830819
$5M107K0.02%Q1 2026
12
MML INVESTORS SERVICES, LLC
CIK 0000701059
$5M101K0.01%Q1 2026
13
CWM, LLC
CIK 0001535847
$5M99K0.01%Q1 2026
14
BAM Wealth Management, LLC
CIK 0002093649
$4M92K3.28%Q1 2026
15
ACORN FINANCIAL ADVISORY SERVICES INC /ADV
CIK 0001018561
$3M71K0.46%Q1 2026
16
CreativeOne Wealth, LLC
CIK 0001739728
$3M67K0.07%Q1 2026
17
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$3M67K0.05%Q1 2026
18
ROYAL BANK OF CANADA
CIK 0001000275
$2M52K0.00%Q1 2026
19
Valtinson Bruner Financial Planning LLC
CIK 0001761450
$2M51K0.67%Q1 2026
20
FWG Investments, LLC.
CIK 0001944877
$2M51K1.55%Q1 2026
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