13F Insight
DOSSIER · 13F Holders · Q1 2026Defensive growthQuality
GSEP

FIRST TR EXCHNG TRADED FD VI

129 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 33740U711·129 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 0.9%
vs prior quarter
13F value held
$212M
67.0% inst. owned
of float
Holders
129
-35 QoQ
filers reporting
Activity
+52 / −114
+1,035 added · −908 reduced
this quarter
Concentration
28.73%
AE Wealth Management LLC #1
top holder share
AI Holders Summary · Q1 2026

129 institutions reported GSEP in Q1 2026. AE Wealth Management LLC leads at 28.7% of the visible book. -35 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
AE Wealth Management LLC
CIK 0001697723
$61M1.6M0.33%Q1 202602
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$27M706K0.01%Q1 202603
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$18M461K0.02%Q1 202604
OSAIC HOLDINGS, INC.
CIK 0001677044
$12M327K0.02%Q1 202605
MAI Capital Management
CIK 0001040197
$11M296K0.06%Q1 202606
Kestra Advisory Services, LLC
CIK 0001830819
$11M294K0.04%Q1 202607
POM Investment Strategies, LLC
CIK 0001906322
$9M234K11.08%Q1 202608
Cetera Investment Advisers
CIK 0001666741
$8M218K0.01%Q1 202609
FSR Wealth Management Ltd.
CIK 0001940000
$7M192K9.05%Q1 202610
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$6M169K0.00%Q1 202611
First International Bank of Israel Ltd.
CIK 0002081196
$6M145K1.62%Q1 202612
Outlook Wealth Advisors, LLC
CIK 0001767151
$5M135K1.25%Q1 202613
US BANCORP \DE\
CIK 0000036104
$5M129K0.01%Q1 202614
LPL Financial LLC
CIK 0001403438
$5M120K0.00%Q1 202615
MML INVESTORS SERVICES, LLC
CIK 0000701059
$4M116K0.01%Q1 202616
HBW ADVISORY SERVICES LLC
CIK 0001790525
$4M102K0.41%Q1 202617
Schulz Wealth, LTD.
CIK 0002011780
$4M97K2.40%Q4 202518
Americana Partners, LLC
CIK 0001797678
$3M89K0.09%Q1 202619
Networth Advisors, LLC
CIK 0002099019
$3M72K1.93%Q1 202620
Integrated Wealth Management
CIK 0002113155
$2M63K2.75%Q1 2026
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