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

FIRST TR EXCHNG TRADED FD VI

112 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 33740F557·112 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 1.8%
vs prior quarter
13F value held
$138M
58.0% inst. owned
of float
Holders
112
+17 QoQ
filers reporting
Activity
+8 / −14
+989 added · −779 reduced
this quarter
Concentration
14.83%
Ferguson Shapiro LLC #1
top holder share
AI Holders Summary · Q1 2026

112 institutions reported QJUN in Q1 2026. Ferguson Shapiro LLC leads at 14.8% of the visible book. +17 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Ferguson Shapiro LLC
CIK 0001767433
$20M656K6.24%Q1 202602
Modern Wealth Management, LLC
CIK 0002001900
$13M420K0.23%Q1 202603
TRUIST FINANCIAL CORP
CIK 0000092230
$12M380K0.02%Q1 202604
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$10M319K0.01%Q1 202605
Cetera Investment Advisers
CIK 0001666741
$10M318K0.01%Q1 202606
Kestra Advisory Services, LLC
CIK 0001830819
$9M302K0.04%Q1 202607
OSAIC HOLDINGS, INC.
CIK 0001677044
$9M300K0.01%Q1 202608
LPL Financial LLC
CIK 0001403438
$8M257K0.00%Q1 202609
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$5M173K0.00%Q1 202610
Aptus Capital Advisors, LLC
CIK 0001664193
$5M170K0.04%Q1 202611
Financial Guidance Group, Inc.
CIK 0001929349
$5M168K2.11%Q1 202612
IFP Advisors, Inc
CIK 0001641866
$4M139K0.09%Q1 202613
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$4M139K0.00%Q1 202614
SMART Wealth LLC
CIK 0002044723
$4M124K1.13%Q1 202615
Sequent Planning LLC
CIK 0002009724
$4M114K0.86%Q1 202616
Steward Partners Investment Advisory, LLC
CIK 0001723397
$3M107K0.02%Q1 202617
STEPHENS INC /AR/
CIK 0000757657
$3M95K0.04%Q1 202618
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$3M83K0.04%Q1 202619
FWG Investments, LLC.
CIK 0001944877
$2M80K1.58%Q1 202620
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$2M75K0.00%Q1 2026
Page 1 of 6
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