DOSSIER · 13F Holders · Q2 2026
LALT

FIRST TR EXCHNG TRADED FD VI

79 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 33740F490·79 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$232M
visible holders
Holders
79
filers reporting
Concentration
21.22%
ENVESTNET ASSET MANAGEMENT INC #1
top holder share
AI Holders Summary · Q2 2026

79 institutions reported LALT in Q2 2026. ENVESTNET ASSET MANAGEMENT INC leads at 21.2% 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
LPL Financial LLC
CIK 0001403438
$48M2.0M0.01%Q2 2026
03
Cetera Investment Advisers
CIK 0001666741
$21M884K0.02%Q2 2026
04
Tidemark, LLC
CIK 0002009591
$15M631K3.41%Q2 2026
05
ASSETMARK, INC
CIK 0001344551
$13M562K0.02%Q2 2026
06
BENJAMIN EDWARDS INC
CIK 0001451623
$13M547K0.12%Q2 2026
07
ROYAL BANK OF CANADA
CIK 0001000275
$11M463K0.00%Q2 2026
08
Nearside Advisors, LLC
CIK 0002154145
$8M312K5.51%Q3 2026
09
Bank of New York Mellon Corp
CIK 0001390777
$7M291K0.00%Q2 2026
10
Orion Porfolio Solutions, LLC
CIK 0001360533
$6M231K0.04%Q2 2026
11
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$6M231K0.01%Q2 2026
12
Gateway Wealth Partners, LLC
CIK 0001966037
$5M214K0.31%Q2 2026
13
OSAIC HOLDINGS, INC.
CIK 0001677044
$5M201K0.01%Q2 2026
14
Hobart Private Capital, LLC
CIK 0001767062
$5M189K0.79%Q3 2026
15
New England Private Wealth Advisors LLC
CIK 0001582813
$4M180K0.42%Q3 2026
16
CreativeOne Wealth, LLC
CIK 0001739728
$4M180K0.09%Q2 2026
17
Farther Finance Advisors, LLC
CIK 0001992825
$3M136K0.02%Q3 2026
18
Midwest Financial Group LLC
CIK 0001967193
$3M105K0.88%Q3 2026
19
Holistic Financial Partners
CIK 0001729304
$3M107K1.57%Q2 2026
20
Sanctuary Advisors, LLC
CIK 0001777271
$2M102K0.01%Q2 2026
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