DOSSIER · 13F Holders · Q1 2026
YDEC

FIRST TR EXCHNG TRADED FD VI

67 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 33740F656·67 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$79M
visible holders
Holders
67
filers reporting
Concentration
26.77%
OGOREK ANTHONY JOSEPH /NY/ /ADV #1
top holder share
AI Holders Summary · Q1 2026

67 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 2026
02
Luken Investment Analytics, LLC
CIK 0001730546
$16M576K5.55%Q2 2026
03
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$8M273K0.01%Q2 2026
04
Cetera Investment Advisers
CIK 0001666741
$7M243K0.01%Q2 2026
05
US BANCORP \DE\
CIK 0000036104
$5M168K0.01%Q2 2026
06
LPL Financial LLC
CIK 0001403438
$4M147K0.00%Q2 2026
07
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$3M118K0.00%Q2 2026
08
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$3M105K0.00%Q2 2026
09
OSAIC HOLDINGS, INC.
CIK 0001677044
$2M72K0.00%Q2 2026
10
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$2M65K0.00%Q2 2026
11
Corient Private Wealth LLC
CIK 0001948780
$1M42K0.00%Q2 2026
12
AVANTAX ADVISORY SERVICES, INC.
CIK 0001303042
$1M45K0.01%Q2 2025
13
1776 Wealth LLC
CIK 0001803140
$1M40K0.39%Q2 2026
14
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$1M42K0.00%Q1 2026
15
NorthCrest Asset Manangement, LLC
CIK 0001893159
$1M38K0.03%Q2 2026
16
OLD MISSION CAPITAL LLC
CIK 0001455915
$903K33K0.01%Q2 2026
17
Kestra Advisory Services, LLC
CIK 0001830819
$746K27K0.00%Q2 2026
18
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$729K26K0.01%Q2 2026
19
BFI Wealth Solutions, LLC
CIK 0002110651
$629K23K0.47%Q2 2026
20
Anfield Capital Management, LLC
CIK 0001602020
$529K20K0.15%Q1 2026
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