DOSSIER · 13F Holders · Q1 2026Mega-capCrowded
YMAR

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 33740F573·67 13F holders·last filed Mar 31, 2026
Market cap
8.1%
vs prior quarter
13F value held
$48M
79.0% inst. owned
of float
Holders
67
+8 QoQ
filers reporting
Activity
+74 / −45
+902 added · −809 reduced
this quarter
Concentration
16.87%
BIP Wealth, LLC #1
top holder share
AI Holders Summary · Q1 2026

67 institutions reported YMAR in Q1 2026. BIP Wealth, LLC leads at 16.9% of the visible book. +8 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
BIP Wealth, LLC
CIK 0001590214
$8M299K0.33%Q1 2026
02
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$7M267K0.01%Q1 2026
03
Spectrum Asset Management, Inc. (NB/CA)
CIK 0001632078
$7M251K2.18%Q1 2026
04
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$6M211K0.00%Q1 2026
05
Legacy Capital Wealth Partners, LLC
CIK 0001766228
$4M160K0.89%Q1 2026
06
Cetera Investment Advisers
CIK 0001666741
$3M109K0.00%Q1 2026
07
OSAIC HOLDINGS, INC.
CIK 0001677044
$3M99K0.00%Q1 2026
08
LPL Financial LLC
CIK 0001403438
$1M49K0.00%Q1 2026
09
Kestra Advisory Services, LLC
CIK 0001830819
$1M41K0.00%Q1 2026
10
Visionary Wealth Advisors
CIK 0001802984
$1M41K0.05%Q1 2026
11
Ifrah Financial Services, Inc.
CIK 0001382646
$861,25531K0.23%Q1 2026
12
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$815,68630K0.00%Q1 2026
13
OLD MISSION CAPITAL LLC
CIK 0001455915
$777,97828K0.01%Q1 2026
14
SOA Wealth Advisors, LLC.
CIK 0001849444
$701,91226K0.13%Q1 2026
15
SILVER OAK SECURITIES, INCORPORATED
CIK 0001080576
$643,35124K0.05%Q1 2026
16
Main Street Financial Solutions, LLC
CIK 0001763350
$637,92924K0.05%Q4 2025
17
Anfield Capital Management, LLC
CIK 0001602020
$606,94522K0.17%Q1 2026
18
Maia Wealth LLC
CIK 0002010858
$591,98422K0.10%Q1 2026
19
Brookstone Capital Management
CIK 0001599584
$559,51720K0.01%Q1 2026
20
Fragasso Financial Advisors Inc
CIK 0001613331
$557,05920K0.03%Q1 2026
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