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

FIRST TR EXCHNG TRADED FD VI

100 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 33740U836·100 13F holders·last filed Mar 31, 2026
Market cap
8.8%
vs prior quarter
13F value held
$101M
56.0% inst. owned
of float
Holders
100
-78 QoQ
filers reporting
Activity
+32 / −88
+777 added · −714 reduced
this quarter
Concentration
16.53%
Wealthcare Advisory Partners LLC #1
top holder share
AI Holders Summary · Q1 2026

100 institutions reported QSPT in Q1 2026. Wealthcare Advisory Partners LLC leads at 16.5% of the visible book. -78 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Wealthcare Advisory Partners LLC
CIK 0001683059
$17M548K0.33%Q1 2026
02
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$12M397K0.02%Q1 2026
03
Outlook Wealth Advisors, LLC
CIK 0001767151
$10M312K2.31%Q1 2026
04
Cetera Investment Advisers
CIK 0001666741
$9M292K0.01%Q1 2026
05
First Heartland Consultants, Inc.
CIK 0001428793
$9M281K0.66%Q1 2026
06
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$8M253K0.00%Q1 2026
07
OSAIC HOLDINGS, INC.
CIK 0001677044
$5M178K0.01%Q1 2026
08
Kestra Advisory Services, LLC
CIK 0001830819
$4M133K0.02%Q1 2026
09
STEPHENS INC /AR/
CIK 0000757657
$4M117K0.04%Q1 2026
10
LPL Financial LLC
CIK 0001403438
$3M107K0.00%Q1 2026
11
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$3M105K0.00%Q1 2026
12
OneDigital Investment Advisors LLC
CIK 0001690370
$3M101K0.03%Q1 2026
13
Keystone Wealth Services, LLC
CIK 0001866189
$2M79K0.52%Q1 2026
14
RED CRANE WEALTH MANAGEMENT, LLC
CIK 0001686343
$2M73K1.85%Q1 2026
15
GREAT VALLEY ADVISOR GROUP, INC.
CIK 0001769897
$2M66K0.04%Q1 2026
16
SMART Wealth LLC
CIK 0002044723
$2M60K0.54%Q1 2026
17
Steward Partners Investment Advisory, LLC
CIK 0001723397
$2M59K0.01%Q1 2026
18
Maia Wealth LLC
CIK 0002010858
$2M59K0.30%Q1 2026
19
Prospera Financial Services Inc
CIK 0001541625
$2M51K0.02%Q1 2026
20
Ignite Planners, LLC
CIK 0001849348
$1M44K0.21%Q1 2026
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