DOSSIER · 13F Holders · Q1 2026Inflation hedgeYield
SFEB

FIRST TR EXCHNG TRADED FD VI

55 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 33740F292·55 13F holders·last filed Mar 31, 2026
Market cap
6.8%
vs prior quarter
13F value held
$34M
53.0% inst. owned
of float
Holders
55
+17 QoQ
filers reporting
Activity
+12 / −51
+883 added · −872 reduced
this quarter
Concentration
9.93%
OSAIC HOLDINGS, INC. #1
top holder share
AI Holders Summary · Q1 2026

55 institutions reported SFEB in Q1 2026. OSAIC HOLDINGS, INC. leads at 9.9% 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
OSAIC HOLDINGS, INC.
CIK 0001677044
$3M143K0.01%Q1 2026
02
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$3M143K0.00%Q1 2026
03
BFI Wealth Solutions, LLC
CIK 0002110651
$3M139K3.20%Q1 2026
04
Cetera Investment Advisers
CIK 0001666741
$3M106K0.00%Q1 2026
05
MGO ONE SEVEN LLC
CIK 0001731444
$2M105K0.05%Q1 2026
06
Diligent Investors, LLC
CIK 0001549042
$2M104K0.61%Q1 2026
07
Maia Wealth LLC
CIK 0002010858
$2M103K0.41%Q1 2026
08
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$2M91K0.00%Q1 2026
09
Kestra Advisory Services, LLC
CIK 0001830819
$2M81K0.01%Q1 2026
10
LPL Financial LLC
CIK 0001403438
$2M77K0.00%Q1 2026
11
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$2M76K0.00%Q1 2026
12
TRUIST FINANCIAL CORP
CIK 0000092230
$1M60K0.00%Q1 2026
13
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$854,47836K0.01%Q1 2026
14
Grantvest Financial Group LLC
CIK 0002055216
$759,78732K0.49%Q1 2026
15
Orion Portfolio Solutions, LLC
CIK 0001802647
$751,29336K0.00%Q1 2025
16
Private Advisor Group, LLC
CIK 0001567755
$519,29422K0.00%Q1 2026
17
Arkadios Wealth Advisors
CIK 0001800798
$516,49122K0.01%Q1 2026
18
OLD MISSION CAPITAL LLC
CIK 0001455915
$515,44622K0.01%Q1 2026
19
Jaffetilchin Investment Partners, LLC
CIK 0001404652
$512,07422K0.03%Q1 2026
20
NorthCrest Asset Manangement, LLC
CIK 0001893159
$501,58921K0.02%Q1 2026
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