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

FIRST TR EXCHNG TRADED FD VI

73 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 33740F268·73 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$77M
visible holders
Holders
73
filers reporting
Concentration
14.00%
Sequent Planning LLC #1
top holder share
AI Holders Summary · Q2 2026

73 institutions reported QMMY in Q2 2026. Sequent Planning LLC leads at 14.0% 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
B. Riley Wealth Advisors, Inc.
CIK 0001464811
$5M190K0.20%Q3 202605
Prosperity Financial Group, Inc.
CIK 0001991334
$5M191K1.57%Q2 202606
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$4M162K0.00%Q2 202607
TRUIST FINANCIAL CORP
CIK 0000092230
$4M160K0.01%Q2 202608
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$4M149K0.00%Q2 202609
OSAIC HOLDINGS, INC.
CIK 0001677044
$3M127K0.00%Q2 202610
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$3M125K0.00%Q2 202611
Migdal Insurance & Financial Holdings Ltd.
CIK 0001415912
$3M124K0.02%Q2 202612
Capital CS Group, LLC
CIK 0001830008
$3M116K2.43%Q2 202613
Kestra Advisory Services, LLC
CIK 0001830819
$3M112K0.01%Q2 202614
Maia Wealth LLC
CIK 0002010858
$3M107K0.40%Q3 202615
Jefferies Financial Group Inc.
CIK 0000096223
$2M87K0.02%Q2 202616
Avantra Family Wealth, Inc.
CIK 0001774744
$2M84K1.35%Q3 202617
Sowell Financial Services LLC
CIK 0001633697
$2M58K0.04%Q3 202618
UPTICK PARTNERS, LLC
CIK 0002005353
$2M59K0.24%Q2 202619
AE Wealth Management LLC
CIK 0001697723
$1M39K0.00%Q2 202620
Harvest Investment Services, LLC
CIK 0001591097
$974K37K0.15%Q2 2026
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