13F Insight
DOSSIER · 13F Holders · Q1 2026CyclicalNet sold
GJAN

FIRST TR EXCHNG TRADED FD VI

122 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 33740F516·122 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 6.5%
vs prior quarter
13F value held
$211M
51.0% inst. owned
of float
Holders
122
-18 QoQ
filers reporting
Activity
+79 / −111
+844 added · −828 reduced
this quarter
Concentration
17.22%
Commonwealth Financial Services, LLC #1
top holder share
AI Holders Summary · Q1 2026

122 institutions reported GJAN in Q1 2026. Commonwealth Financial Services, LLC leads at 17.2% of the visible book. -18 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Commonwealth Financial Services, LLC
CIK 0001536755
$36M866K5.75%Q1 202602
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$34M819K0.01%Q1 202603
OSAIC HOLDINGS, INC.
CIK 0001677044
$19M452K0.03%Q1 202604
REAP Financial Group, LLC
CIK 0002048581
$18M436K3.61%Q1 202605
Range Financial Group LLC
CIK 0001928635
$13M311K4.37%Q1 202606
Cetera Investment Advisers
CIK 0001666741
$13M304K0.01%Q1 202607
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$11M264K0.02%Q1 202608
First International Bank of Israel Ltd.
CIK 0002081196
$9M205K2.53%Q1 202609
LPL Financial LLC
CIK 0001403438
$8M189K0.00%Q1 202610
Kestra Advisory Services, LLC
CIK 0001830819
$7M178K0.03%Q1 202611
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$7M170K0.00%Q1 202612
Schulz Wealth, LTD.
CIK 0002011780
$6M129K3.54%Q4 202513
Stratos Wealth Advisors, LLC
CIK 0001707202
$5M108K0.28%Q1 202614
Americana Partners, LLC
CIK 0001797678
$4M100K0.11%Q1 202615
PRIVATE CLIENT SERVICES, LLC
CIK 0001457005
$4M93K1.17%Q1 202616
TRUIST FINANCIAL CORP
CIK 0000092230
$4M86K0.00%Q1 202617
First Heartland Consultants, Inc.
CIK 0001428793
$4M85K0.27%Q1 202618
Tanglewood Legacy Advisors, LLC
CIK 0001965616
$4M85K1.29%Q1 202619
HBW ADVISORY SERVICES LLC
CIK 0001790525
$3M79K0.35%Q1 202620
Anfield Capital Management, LLC
CIK 0001602020
$3M69K0.79%Q1 2026
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