13F Insight
DOSSIER · 13F Holders · Q1 2026
YDEC

FIRST TR EXCHNG TRADED FD VI

66 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 33740F656·66 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$79M
visible holders
Holders
66
filers reporting
Concentration
26.83%
OGOREK ANTHONY JOSEPH /NY/ /ADV #1
top holder share
AI Holders Summary · Q1 2026

66 institutions reported YDEC in Q1 2026. OGOREK ANTHONY JOSEPH /NY/ /ADV leads at 26.8% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
OGOREK ANTHONY JOSEPH /NY/ /ADV
CIK 0000714364
$21M802K5.78%Q1 202602
Luken Investment Analytics, LLC
CIK 0001730546
$14M545K5.49%Q1 202603
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$9M342K0.01%Q1 202604
Cetera Investment Advisers
CIK 0001666741
$6M247K0.01%Q1 202605
US BANCORP \DE\
CIK 0000036104
$5M182K0.01%Q1 202606
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$4M165K0.00%Q1 202607
LPL Financial LLC
CIK 0001403438
$4M144K0.00%Q1 202608
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$2M81K0.03%Q1 202609
OSAIC HOLDINGS, INC.
CIK 0001677044
$2M79K0.00%Q1 202610
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$2M61K0.00%Q1 202611
AVANTAX ADVISORY SERVICES, INC.
CIK 0001303042
$1M45K0.01%Q2 202512
Corient Private Wealth LLC
CIK 0001948780
$1M42K0.00%Q1 202613
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$1M42K0.00%Q1 202614
1776 Wealth LLC
CIK 0001803140
$1M40K0.42%Q1 202615
Kestra Advisory Services, LLC
CIK 0001830819
$1M40K0.00%Q1 202616
NorthCrest Asset Manangement, LLC
CIK 0001893159
$1M38K0.03%Q2 202617
Clear Creek Financial Management, LLC
CIK 0001784235
$707K27K0.05%Q1 202618
Csenge Advisory Group
CIK 0001715593
$643K24K0.03%Q1 202619
BFI Wealth Solutions, LLC
CIK 0002110651
$606K23K0.58%Q1 202620
Anfield Capital Management, LLC
CIK 0001602020
$529K20K0.15%Q1 2026
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