13F Insight
DOSSIER · 13F Holders · Q1 2026
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
—
13F value held
$55M
visible holders
Holders
67
filers reporting
Concentration
14.90%
BIP Wealth, LLC #1
top holder share
AI Holders Summary · Q1 2026

67 institutions reported YMAR in Q1 2026. BIP Wealth, LLC leads at 14.9% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
BIP Wealth, LLC
CIK 0001590214
$8M299K0.33%Q1 202602
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$7M267K0.01%Q1 202603
Spectrum Asset Management, Inc. (NB/CA)
CIK 0001632078
$7M251K2.18%Q1 202604
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$6M211K0.00%Q1 202605
Legacy Capital Wealth Partners, LLC
CIK 0001766228
$4M160K0.89%Q1 202606
OGOREK ANTHONY JOSEPH /NY/ /ADV
CIK 0000714364
$4M154K1.16%Q1 202607
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$3M111K0.01%Q1 202608
Cetera Investment Advisers
CIK 0001666741
$3M109K0.00%Q1 202609
OSAIC HOLDINGS, INC.
CIK 0001677044
$3M99K0.00%Q1 202610
LPL Financial LLC
CIK 0001403438
$1M49K0.00%Q1 202611
Kestra Advisory Services, LLC
CIK 0001830819
$1M41K0.00%Q1 202612
Visionary Wealth Advisors
CIK 0001802984
$1M41K0.05%Q1 202613
Ifrah Financial Services, Inc.
CIK 0001382646
$896K31K0.22%Q2 202614
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$874K30K0.00%Q2 202615
OLD MISSION CAPITAL LLC
CIK 0001455915
$778K28K0.01%Q1 202616
SOA Wealth Advisors, LLC.
CIK 0001849444
$764K27K0.13%Q2 202617
Janney Montgomery Scott LLC
CIK 0001329948
$684K25K0.00%Q1 202618
SILVER OAK SECURITIES, INCORPORATED
CIK 0001080576
$643K24K0.05%Q1 202619
Main Street Financial Solutions, LLC
CIK 0001763350
$638K24K0.05%Q4 202520
Anfield Capital Management, LLC
CIK 0001602020
$607K22K0.17%Q1 2026
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