13F Insight
DOSSIER · 13F Holders · Q1 2026Mega-capCrowded
QDEC

FIRST TR EXCHNG TRADED FD VI

113 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 33740F649·113 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 0.7%
vs prior quarter
13F value held
$141M
58.0% inst. owned
of float
Holders
113
+102 QoQ
filers reporting
Activity
+70 / −100
+903 added · −940 reduced
this quarter
Concentration
10.85%
Sequent Planning LLC #1
top holder share
AI Holders Summary · Q1 2026

113 institutions reported QDEC in Q1 2026. Sequent Planning LLC leads at 10.9% of the visible book. +102 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
$15M486K3.69%Q1 202602
Cetera Investment Advisers
CIK 0001666741
$15M478K0.02%Q1 202603
Kaye Capital Management
CIK 0001111797
$13M442K4.99%Q2 202504
Kestra Advisory Services, LLC
CIK 0001830819
$12M391K0.05%Q1 202605
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$12M388K0.00%Q1 202606
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$12M367K0.02%Q1 202607
OSAIC HOLDINGS, INC.
CIK 0001677044
$11M361K0.02%Q1 202608
LPL Financial LLC
CIK 0001403438
$6M203K0.00%Q1 202609
OPPENHEIMER & CO INC
CIK 0000822581
$5M146K0.07%Q4 202510
Luken Investment Analytics, LLC
CIK 0001730546
$5M146K1.75%Q1 202611
STEPHENS INC /AR/
CIK 0000757657
$5M145K0.06%Q1 202612
First Heartland Consultants, Inc.
CIK 0001428793
$4M138K0.33%Q1 202613
TRUIST FINANCIAL CORP
CIK 0000092230
$4M132K0.01%Q1 202614
SMART Wealth LLC
CIK 0002044723
$4M123K1.13%Q1 202615
Global Retirement Partners, LLC
CIK 0001749744
$4M114K0.07%Q4 202516
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$4M118K0.00%Q1 202617
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$3M87K0.04%Q1 202618
HighTower Advisors, LLC
CIK 0001462245
$3M83K0.00%Q1 202619
Faithward Advisors, LLC
CIK 0001695078
$2M79K0.35%Q1 202620
Steward Partners Investment Advisory, LLC
CIK 0001723397
$2M72K0.01%Q1 2026
Page 1 of 6
93 more holders available. Log in →