DOSSIER · 13F Holders · Q1 2026Cheap mega-capRe-rated
MARM

FIRST TR EXCHNG TRADED FD VI

80 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 33740U612·80 13F holders·last filed Mar 31, 2026
Market cap
6.2%
vs prior quarter
13F value held
$47M
65.0% inst. owned
of float
Holders
80
-49 QoQ
filers reporting
Activity
+62 / −80
+978 added · −784 reduced
this quarter
Concentration
19.33%
Ignite Planners, LLC #1
top holder share
AI Holders Summary · Q1 2026

80 institutions reported MARM in Q1 2026. Ignite Planners, LLC leads at 19.3% of the visible book. -49 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Ignite Planners, LLC
CIK 0001849348
$9M273K1.41%Q1 2026
02
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$7M199K0.01%Q1 2026
03
Brookstone Capital Management
CIK 0001599584
$4M113K0.04%Q1 2026
04
Kestra Advisory Services, LLC
CIK 0001830819
$3M86K0.01%Q1 2026
05
Cetera Investment Advisers
CIK 0001666741
$3M78K0.00%Q1 2026
06
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$2M65K0.00%Q1 2026
07
NewEdge Advisors, LLC
CIK 0001633516
$2M56K0.01%Q1 2026
08
Madrona Financial Services, LLC
CIK 0001578370
$2M52K0.38%Q1 2026
09
Mariner, LLC
CIK 0001373442
$2M50K0.00%Q1 2026
10
Triad Wealth Partners, LLC
CIK 0002012717
$2M49K0.13%Q1 2026
11
KINGSWOOD WEALTH ADVISORS, LLC
CIK 0001987855
$1M45K0.07%Q1 2026
12
LPL Financial LLC
CIK 0001403438
$1M43K0.00%Q1 2026
13
OSAIC HOLDINGS, INC.
CIK 0001677044
$1M41K0.00%Q1 2026
14
Cresset Asset Management, LLC
CIK 0001761013
$1M41K0.01%Q1 2026
15
TRUIST FINANCIAL CORP
CIK 0000092230
$1M39K0.00%Q1 2026
16
Capasso Planning Partners LLC
CIK 0001911938
$1M38K0.68%Q1 2026
17
Legacy Edge Advisors, LLC
CIK 0002105396
$1M38K0.13%Q1 2026
18
Main Street Financial Solutions, LLC
CIK 0001763350
$1M37K0.09%Q4 2025
19
Atria Investments, Inc
CIK 0001535865
$1M35K0.01%Q1 2026
20
Defined Financial Planning LLC
CIK 0002056559
$1M35K0.95%Q3 2025
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