DOSSIER · 13F Holders · Q2 2026
LALT

FIRST TR EXCHNG TRADED FD VI

52 institutions still hold FIRST TR EXCHNG TRADED FD VI as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 33740F490·52 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$133M
visible holders
Holders
52
filers reporting
Concentration
36.94%
ENVESTNET ASSET MANAGEMENT INC #1
top holder share
AI Holders Summary · Q2 2026

52 institutions reported LALT in Q2 2026. ENVESTNET ASSET MANAGEMENT INC leads at 36.9% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$49M2.0M0.01%Q2 2026
02
ASSETMARK, INC
CIK 0001344551
$13M562K0.02%Q2 2026
03
BENJAMIN EDWARDS INC
CIK 0001451623
$13M547K0.12%Q2 2026
04
ROYAL BANK OF CANADA
CIK 0001000275
$7M308K0.00%Q1 2026
05
Bank of New York Mellon Corp
CIK 0001390777
$7M291K0.00%Q2 2026
06
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$6M231K0.01%Q2 2026
07
Gateway Wealth Partners, LLC
CIK 0001966037
$5M214K0.31%Q2 2026
08
Hobart Private Capital, LLC
CIK 0001767062
$4M187K0.77%Q2 2026
09
CreativeOne Wealth, LLC
CIK 0001739728
$4M174K0.10%Q1 2026
10
New England Private Wealth Advisors LLC
CIK 0001582813
$3M123K0.29%Q2 2026
11
Farther Finance Advisors, LLC
CIK 0001992825
$3M118K0.02%Q2 2026
12
Holistic Financial Partners
CIK 0001729304
$3M107K1.57%Q2 2026
13
Midwest Financial Group LLC
CIK 0001967193
$2M104K0.88%Q2 2026
14
EVOLUTION WEALTH MANAGEMENT INC.
CIK 0002010029
$2M88K1.25%Q2 2026
15
IFP Advisors, Inc
CIK 0001641866
$2M87K0.04%Q2 2026
16
Cetera Investment Advisers
CIK 0001666741
$2M86K0.00%Q1 2026
17
Atria Investments, Inc
CIK 0001535865
$2M71K0.02%Q2 2026
18
OSAIC HOLDINGS, INC.
CIK 0001677044
$2M69K0.00%Q1 2026
19
Van Diest Capital, LLC
CIK 0002111825
$1M61K1.31%Q2 2026
20
Signature Equity Partners, LLC
CIK 0002109813
$1M60K0.66%Q2 2026
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