13F Insight
DOSSIER · 13F Holders · Q2 2026
QMMY

FIRST TR EXCHNG TRADED FD VI

71 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 33740F268·71 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$72M
visible holders
Holders
71
filers reporting
Concentration
14.92%
Sequent Planning LLC #1
top holder share
AI Holders Summary · Q2 2026

71 institutions reported QMMY in Q2 2026. Sequent Planning LLC leads at 14.9% 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
$11M407K2.30%Q2 202602
LPL Financial LLC
CIK 0001403438
$9M340K0.00%Q2 202603
Cetera Investment Advisers
CIK 0001666741
$6M227K0.01%Q2 202604
Prosperity Financial Group, Inc.
CIK 0001991334
$5M191K1.57%Q2 202605
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$4M162K0.00%Q2 202606
TRUIST FINANCIAL CORP
CIK 0000092230
$4M160K0.01%Q2 202607
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$4M149K0.00%Q2 202608
OSAIC HOLDINGS, INC.
CIK 0001677044
$3M127K0.00%Q2 202609
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$3M125K0.00%Q2 202610
Migdal Insurance & Financial Holdings Ltd.
CIK 0001415912
$3M124K0.02%Q2 202611
Capital CS Group, LLC
CIK 0001830008
$3M116K2.43%Q2 202612
Maia Wealth LLC
CIK 0002010858
$3M113K0.44%Q2 202613
Kestra Advisory Services, LLC
CIK 0001830819
$3M112K0.01%Q2 202614
Jefferies Financial Group Inc.
CIK 0000096223
$2M87K0.02%Q2 202615
Avantra Family Wealth, Inc.
CIK 0001774744
$2M79K1.33%Q2 202616
UPTICK PARTNERS, LLC
CIK 0002005353
$2M59K0.24%Q2 202617
Bullseye Investment Management, LLC
CIK 0001912451
$1M50K0.63%Q3 202518
AE Wealth Management LLC
CIK 0001697723
$1M39K0.00%Q2 202619
Harvest Investment Services, LLC
CIK 0001591097
$974K37K0.15%Q2 202620
LANGLEY WEALTH MANAGEMENT, LLC
CIK 0002141692
$967K37K0.94%Q2 2026
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