DOSSIER · 13F Holders · Q2 2026
NOVM

FIRST TR EXCHNG TRADED FD VI

34 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 33740U521·34 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$15M
visible holders
Holders
34
filers reporting
Concentration
18.95%
Clear Creek Financial Management, LLC #1
top holder share
AI Holders Summary · Q2 2026

34 institutions reported NOVM in Q2 2026. Clear Creek Financial Management, LLC leads at 18.9% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Clear Creek Financial Management, LLC
CIK 0001784235
$3M87K0.19%Q2 2026
02
Cetera Investment Advisers
CIK 0001666741
$2M51K0.00%Q2 2026
03
PARK AVENUE SECURITIES LLC
CIK 0001071640
$2M49K0.01%Q1 2026
04
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$1M34K0.00%Q2 2026
05
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$943K28K0.00%Q2 2026
06
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$825K24K0.00%Q2 2026
07
Madrona Financial Services, LLC
CIK 0001578370
$666K20K0.12%Q2 2026
08
Waverly Advisors, LLC
CIK 0001568787
$638K19K0.00%Q2 2026
09
BRASS TAX WEALTH MANAGEMENT, INC
CIK 0002002603
$608K19K0.10%Q3 2025
10
Gallagher Fiduciary Advisors, LLC
CIK 0001527781
$535K16K0.02%Q2 2026
11
Ameritas Advisory Services, LLC
CIK 0001901275
$517K15K0.01%Q2 2026
12
TRUIST FINANCIAL CORP
CIK 0000092230
$470K14K0.00%Q2 2026
13
Glen Eagle Advisors, LLC
CIK 0002029317
$428K13K0.05%Q2 2026
14
Capasso Planning Partners LLC
CIK 0001911938
$407K12K0.20%Q2 2026
15
Geneos Wealth Management Inc.
CIK 0001764754
$404K12K0.01%Q2 2026
16
OLD MISSION CAPITAL LLC
CIK 0001455915
$404K12K0.01%Q2 2026
17
AE Wealth Management LLC
CIK 0001697723
$380K11K0.00%Q2 2026
18
Kestra Advisory Services, LLC
CIK 0001830819
$292K9K0.00%Q2 2026
19
CWM, LLC
CIK 0001535847
$277K8K0.00%Q1 2026
20
Buck Wealth Strategies, LLC
CIK 0001973259
$242K7K0.03%Q2 2026
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