DOSSIER · 13F Holders · Q1 2026BellwetherCompounder
GAUG

FIRST TR EXCHNG TRADED FD VI

109 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 33740U653·109 13F holders·last filed Mar 31, 2026
Market cap
8.3%
vs prior quarter
13F value held
$138M
49.0% inst. owned
of float
Holders
109
+14 QoQ
filers reporting
Activity
+28 / −40
+855 added · −737 reduced
this quarter
Concentration
22.20%
Arax Advisory Partners #1
top holder share
AI Holders Summary · Q1 2026

109 institutions reported GAUG in Q1 2026. Arax Advisory Partners leads at 22.2% of the visible book. +14 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Arax Advisory Partners
CIK 0001586767
$31M790K0.86%Q1 2026
02
GRIES FINANCIAL LLC
CIK 0001049662
$29M760K4.64%Q3 2025
03
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$11M290K0.00%Q1 2026
04
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$11M289K0.02%Q1 2026
05
Kestra Advisory Services, LLC
CIK 0001830819
$9M236K0.03%Q1 2026
06
Americana Partners, LLC
CIK 0001797678
$6M158K0.16%Q1 2026
07
MILESTONE ASSET MANAGEMENT, LLC
CIK 0001964722
$6M144K1.03%Q1 2026
08
OSAIC HOLDINGS, INC.
CIK 0001677044
$5M123K0.01%Q1 2026
09
LPL Financial LLC
CIK 0001403438
$4M112K0.00%Q1 2026
10
MAI Capital Management
CIK 0001040197
$3M80K0.02%Q1 2026
11
Cetera Investment Advisers
CIK 0001666741
$3M79K0.00%Q1 2026
12
Schulz Wealth, LTD.
CIK 0002011780
$3M76K1.91%Q4 2025
13
CITY HOLDING CO
CIK 0000726854
$3M67K0.32%Q1 2026
14
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$2M58K0.00%Q1 2026
15
Sage Capital Advisors,llc
CIK 0001714107
$2M55K0.49%Q1 2026
16
Tanglewood Legacy Advisors, LLC
CIK 0001965616
$2M54K0.76%Q1 2026
17
MGO ONE SEVEN LLC
CIK 0001731444
$2M49K0.04%Q1 2026
18
ROYAL BANK OF CANADA
CIK 0001000275
$2M48K0.00%Q1 2026
19
INDEPENDENT FINANCIAL GROUP, LLC
CIK 0000275484
$2M47K0.04%Q1 2026
20
Brookstone Capital Management
CIK 0001599584
$2M44K0.02%Q1 2026
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