DOSSIER · 13F Holders · Q1 2026
GSEP

FIRST TR EXCHNG TRADED FD VI

126 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 33740U711·126 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$210M
visible holders
Holders
126
filers reporting
Concentration
29.02%
AE Wealth Management LLC #1
top holder share
AI Holders Summary · Q1 2026

126 institutions reported GSEP in Q1 2026. AE Wealth Management LLC leads at 29.0% of the visible book.

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 2026
02
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$27M706K0.01%Q1 2026
03
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$18M461K0.02%Q1 2026
04
OSAIC HOLDINGS, INC.
CIK 0001677044
$12M327K0.02%Q1 2026
05
MAI Capital Management
CIK 0001040197
$11M296K0.06%Q1 2026
06
Kestra Advisory Services, LLC
CIK 0001830819
$11M294K0.04%Q1 2026
07
POM Investment Strategies, LLC
CIK 0001906322
$9M234K11.08%Q1 2026
08
Cetera Investment Advisers
CIK 0001666741
$8M218K0.01%Q1 2026
09
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$6M169K0.00%Q1 2026
10
First International Bank of Israel Ltd.
CIK 0002081196
$6M145K1.62%Q1 2026
11
Wood Tarver Financial Group, LLC
CIK 0002059344
$5M141K1.48%Q1 2026
12
Outlook Wealth Advisors, LLC
CIK 0001767151
$5M135K1.25%Q1 2026
13
US BANCORP \DE\
CIK 0000036104
$5M129K0.01%Q1 2026
14
LPL Financial LLC
CIK 0001403438
$5M120K0.00%Q1 2026
15
MML INVESTORS SERVICES, LLC
CIK 0000701059
$4M116K0.01%Q1 2026
16
HBW ADVISORY SERVICES LLC
CIK 0001790525
$4M99K0.37%Q2 2026
17
Schulz Wealth, LTD.
CIK 0002011780
$4M97K2.40%Q4 2025
18
Americana Partners, LLC
CIK 0001797678
$3M89K0.09%Q1 2026
19
Integrated Wealth Management
CIK 0002113155
$2M63K2.75%Q1 2026
20
Sunbelt Securities, Inc.
CIK 0001632932
$2M63K0.15%Q1 2026
Page 1 of 7
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Insiders at FIRST TR EXCHNG TRADED FD VI
Scheuerman Charles