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

FIRST TR EXCHNG TRADED FD VI

27 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 33740F490·27 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 6.7%
vs prior quarter
13F value held
$40M
77.0% inst. owned
of float
Holders
27
+126 QoQ
filers reporting
Activity
+96 / −68
+836 added · −898 reduced
this quarter
Concentration
21.39%
Holistic Financial Partners #1
top holder share
AI Holders Summary · Q1 2026

27 institutions reported LALT in Q1 2026. Holistic Financial Partners leads at 21.4% of the visible book. +126 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Holistic Financial Partners
CIK 0001729304
$9M354K3.20%Q1 202602
ROYAL BANK OF CANADA
CIK 0001000275
$7M308K0.00%Q1 202603
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$5M221K0.01%Q1 202604
CreativeOne Wealth, LLC
CIK 0001739728
$4M174K0.10%Q1 202605
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$3M113K0.00%Q1 202606
Cetera Investment Advisers
CIK 0001666741
$2M86K0.00%Q1 202607
Farther Finance Advisors, LLC
CIK 0001992825
$2M76K0.02%Q1 202608
OSAIC HOLDINGS, INC.
CIK 0001677044
$2M69K0.00%Q1 202609
Van Diest Capital, LLC
CIK 0002111825
$1M60K1.15%Q1 202610
Sanctuary Advisors, LLC
CIK 0001777271
$1M45K0.01%Q1 202611
OneDigital Investment Advisors LLC
CIK 0001690370
$1M44K0.01%Q1 202612
ARBOR CAPITAL MANAGEMENT INC /ADV
CIK 0001027570
$531,08322K0.43%Q1 202613
CITADEL ADVISORS LLC
CIK 0001423053
$428,33819K0.00%Q4 202514
Proactive Wealth Strategies LLC
CIK 0002043129
$377,83216K0.07%Q1 202615
Dynamic Advisor Solutions LLC
CIK 0001599747
$331,57914K0.01%Q1 202616
Brookwood Investment Group LLC
CIK 0002066812
$308,62213K0.04%Q1 202617
LPL Financial LLC
CIK 0001403438
$216,3669K0.00%Q1 202618
Kestra Advisory Services, LLC
CIK 0001830819
$205,5068K0.00%Q1 202619
Cassaday & Co Wealth Management LLC
CIK 0001963612
$149,7186K0.00%Q1 202620
Steward Partners Investment Advisory, LLC
CIK 0001723397
$24,3531K0.00%Q1 2026
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