13F Insight
DOSSIER · 13F Holders · Q1 2026Defensive growthQuality
XMAR

FIRST TR EXCHNG TRADED FD VI

73 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 33740F474·73 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 2.5%
vs prior quarter
13F value held
$84M
64.0% inst. owned
of float
Holders
73
+30 QoQ
filers reporting
Activity
+55 / −31
+814 added · −788 reduced
this quarter
Concentration
14.07%
PFS Partners, LLC #1
top holder share
AI Holders Summary · Q1 2026

73 institutions reported XMAR in Q1 2026. PFS Partners, LLC leads at 14.1% of the visible book. +30 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
PFS Partners, LLC
CIK 0002002654
$12M293K5.44%Q1 202602
OSAIC HOLDINGS, INC.
CIK 0001677044
$11M265K0.02%Q1 202603
Cetera Investment Advisers
CIK 0001666741
$9M227K0.01%Q1 202604
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$9M213K0.01%Q1 202605
Financial Guidance Group, Inc.
CIK 0001929349
$6M149K2.43%Q1 202606
Aptus Capital Advisors, LLC
CIK 0001664193
$6M149K0.05%Q1 202607
Kestra Advisory Services, LLC
CIK 0001830819
$5M121K0.02%Q1 202608
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
CIK 0001352860
$4M105K0.61%Q1 202609
FOUNDATIONS INVESTMENT ADVISORS, LLC
CIK 0001743404
$3M73K0.04%Q1 202610
REAP Financial Group, LLC
CIK 0002048581
$2M59K0.47%Q1 202611
LPL Financial LLC
CIK 0001403438
$2M56K0.00%Q1 202612
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$2M55K0.00%Q1 202613
KESTRA PRIVATE WEALTH SERVICES, LLC
CIK 0001649451
$2M52K0.03%Q1 202614
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$2M47K0.00%Q1 202615
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$2M45K0.03%Q1 202616
INSIGNEO ADVISORY SERVICES, LLC
CIK 0001964958
$2M39K0.11%Q1 202617
FIRST TRUST ADVISORS LP
CIK 0001125816· Index
$1M36K0.00%Q1 202618
HBK Sorce Advisory LLC
CIK 0001379995
$1M34K0.03%Q1 202619
World Investment Advisors
CIK 0001652594
$1M32K0.02%Q1 202620
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$1M32K0.00%Q1 2026
Page 1 of 4
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