DOSSIER · 13F Holders · Q1 2026Mega-capCrowded
FSEP

FIRST TR EXCHNG TRADED FD VI

156 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 33740U307·156 13F holders·last filed Mar 31, 2026
Market cap
4.8%
vs prior quarter
13F value held
$219M
51.0% inst. owned
of float
Holders
156
+81 QoQ
filers reporting
Activity
+64 / −56
+752 added · −647 reduced
this quarter
Concentration
16.90%
Wealthcare Advisory Partners LLC #1
top holder share
AI Holders Summary · Q1 2026

156 institutions reported FSEP in Q1 2026. Wealthcare Advisory Partners LLC leads at 16.9% of the visible book. +81 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Wealthcare Advisory Partners LLC
CIK 0001683059
$37M734K0.72%Q1 2026
02
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$25M488K0.01%Q1 2026
03
CWM, LLC
CIK 0001535847
$21M425K0.06%Q1 2026
04
Cetera Investment Advisers
CIK 0001666741
$19M368K0.02%Q1 2026
05
OSAIC HOLDINGS, INC.
CIK 0001677044
$14M279K0.02%Q1 2026
06
ASSETMARK, INC
CIK 0001344551
$13M251K0.03%Q4 2025
07
LPL Financial LLC
CIK 0001403438
$12M241K0.00%Q1 2026
08
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$10M203K0.01%Q1 2026
09
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$10M196K0.00%Q1 2026
10
Kestra Advisory Services, LLC
CIK 0001830819
$8M162K0.03%Q1 2026
11
Atria Investments, Inc
CIK 0001535865
$7M146K0.08%Q1 2026
12
REAP Financial Group, LLC
CIK 0002048581
$7M138K1.37%Q1 2026
13
Schulz Wealth, LTD.
CIK 0002011780
$5M102K3.37%Q4 2025
14
Strategic Blueprint, LLC
CIK 0001767821
$5M104K0.30%Q1 2026
15
NewEdge Advisors, LLC
CIK 0001633516
$5M102K0.02%Q1 2026
16
Keystone Wealth Services, LLC
CIK 0001866189
$5M94K1.01%Q1 2026
17
BAM Wealth Management, LLC
CIK 0002093649
$4M85K3.21%Q1 2026
18
1776 Wealth LLC
CIK 0001803140
$4M73K1.45%Q1 2026
19
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$4M73K0.06%Q1 2026
20
Prospera Financial Services Inc
CIK 0001541625
$3M69K0.06%Q1 2026
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