DOSSIER · 13F Holders · Q1 2026
QDEC

FIRST TR EXCHNG TRADED FD VI

118 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 33740F649·118 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$146M
visible holders
Holders
118
filers reporting
Concentration
10.43%
Sequent Planning LLC #1
top holder share
AI Holders Summary · Q1 2026

118 institutions reported QDEC in Q1 2026. Sequent Planning LLC leads at 10.4% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Sequent Planning LLC
CIK 0002009724
$15M486K3.69%Q1 2026
02
Cetera Investment Advisers
CIK 0001666741
$15M478K0.02%Q1 2026
03
Kaye Capital Management
CIK 0001111797
$13M442K4.99%Q2 2025
04
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$13M358K0.02%Q2 2026
05
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$12M388K0.00%Q1 2026
06
OSAIC HOLDINGS, INC.
CIK 0001677044
$11M361K0.02%Q1 2026
07
Kestra Advisory Services, LLC
CIK 0001830819
$9M259K0.03%Q2 2026
08
Janney Montgomery Scott LLC
CIK 0001329948
$8M265K0.02%Q1 2026
09
LPL Financial LLC
CIK 0001403438
$6M203K0.00%Q1 2026
10
OPPENHEIMER & CO INC
CIK 0000822581
$5M147K0.06%Q2 2026
11
STEPHENS INC /AR/
CIK 0000757657
$5M145K0.06%Q2 2026
12
First Heartland Consultants, Inc.
CIK 0001428793
$5M142K0.33%Q2 2026
13
Luken Investment Analytics, LLC
CIK 0001730546
$5M128K1.60%Q2 2026
14
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$4M118K0.00%Q2 2026
15
Global Retirement Partners, LLC
CIK 0001749744
$4M108K0.06%Q2 2026
16
TRUIST FINANCIAL CORP
CIK 0000092230
$4M102K0.00%Q2 2026
17
HighTower Advisors, LLC
CIK 0001462245
$3M84K0.00%Q2 2026
18
SACKS & ASSOCIATES, LLC
CIK 0002145868
$3M80K1.89%Q2 2026
19
SMART Wealth LLC
CIK 0002044723
$3M78K0.60%Q2 2026
20
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$3M87K0.04%Q1 2026
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