DOSSIER · 13F Holders · Q2 2026
FSEP

FIRST TR EXCHNG TRADED FD VI

157 institutions still hold FIRST TR EXCHNG TRADED FD VI as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 33740U307·157 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$201M
visible holders
Holders
157
filers reporting
Concentration
20.30%
Wealthcare Advisory Partners LLC #1
top holder share
AI Holders Summary · Q2 2026

157 institutions reported FSEP in Q2 2026. Wealthcare Advisory Partners LLC leads at 20.3% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Wealthcare Advisory Partners LLC
CIK 0001683059
$41M742K0.77%Q2 2026
02
CWM, LLC
CIK 0001535847
$21M425K0.06%Q1 2026
03
ASSETMARK, INC
CIK 0001344551
$16M298K0.03%Q2 2026
04
OSAIC HOLDINGS, INC.
CIK 0001677044
$16M298K0.02%Q2 2026
05
Cetera Investment Advisers
CIK 0001666741
$12M218K0.01%Q2 2026
06
LPL Financial LLC
CIK 0001403438
$12M212K0.00%Q2 2026
07
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$11M197K0.00%Q2 2026
08
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$11M191K0.01%Q2 2026
09
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$10M182K0.00%Q2 2026
10
REAP Financial Group, LLC
CIK 0002048581
$7M126K1.18%Q2 2026
11
Kestra Advisory Services, LLC
CIK 0001830819
$6M111K0.02%Q2 2026
12
Schulz Wealth, LTD.
CIK 0002011780
$5M102K3.37%Q4 2025
13
Keystone Wealth Services, LLC
CIK 0001866189
$5M93K0.96%Q2 2026
14
Strategic Blueprint, LLC
CIK 0001767821
$5M85K0.23%Q2 2026
15
MML INVESTORS SERVICES, LLC
CIK 0000701059
$5M84K0.01%Q2 2026
16
1776 Wealth LLC
CIK 0001803140
$4M73K1.43%Q2 2026
17
Prospera Financial Services Inc
CIK 0001541625
$4M69K0.06%Q2 2026
18
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$4M67K0.05%Q2 2026
19
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$3M68K0.01%Q1 2026
20
Fragasso Financial Advisors Inc
CIK 0001613331
$3M61K0.18%Q2 2026
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