DOSSIER · 13F Holders · Q1 2026Defensive growthQuality
QCOC

FIRST TR EXCHNG TRADED FD VI

53 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 33740F151·53 13F holders·last filed Mar 31, 2026
Market cap
1.3%
vs prior quarter
13F value held
$41M
79.0% inst. owned
of float
Holders
53
+106 QoQ
filers reporting
Activity
+20 / −10
+773 added · −752 reduced
this quarter
Concentration
18.80%
Sequent Planning LLC #1
top holder share
AI Holders Summary · Q1 2026

53 institutions reported QCOC in Q1 2026. Sequent Planning LLC leads at 18.8% of the visible book. +106 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Sequent Planning LLC
CIK 0002009724
$8M351K1.86%Q1 2026
02
Cetera Investment Advisers
CIK 0001666741
$5M236K0.01%Q1 2026
03
SAGESPRING WEALTH PARTNERS, LLC
CIK 0002056425
$5M234K0.09%Q1 2026
04
Prosperity Financial Group, Inc.
CIK 0001991334
$5M217K1.76%Q1 2026
05
LPL Financial LLC
CIK 0001403438
$3M126K0.00%Q1 2026
06
Kestra Advisory Services, LLC
CIK 0001830819
$2M91K0.01%Q1 2026
07
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$2M71K0.00%Q1 2026
08
Maia Wealth LLC
CIK 0002010858
$1M65K0.24%Q1 2026
09
SILVER OAK SECURITIES, INCORPORATED
CIK 0001080576
$1M64K0.10%Q1 2026
10
TRUIST FINANCIAL CORP
CIK 0000092230
$1M59K0.00%Q1 2026
11
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$1M52K0.00%Q1 2026
12
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$1M49K0.00%Q1 2026
13
Sigma Planning Corp
CIK 0001449126
$926,50842K0.03%Q1 2026
14
First Heartland Consultants, Inc.
CIK 0001428793
$910,14841K0.07%Q1 2026
15
Falcon Wealth Planning
CIK 0001839850
$832,10538K0.06%Q1 2026
16
OLD MISSION CAPITAL LLC
CIK 0001455915
$692,79832K0.01%Q1 2026
17
Ignite Planners, LLC
CIK 0001849348
$628,80729K0.10%Q1 2026
18
INSIGNEO ADVISORY SERVICES, LLC
CIK 0001964958
$568,24626K0.04%Q1 2026
19
Beacon Pointe Advisors, LLC
CIK 0001744317
$552,26025K0.00%Q1 2026
20
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$409,43419K0.00%Q1 2026
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