13F Insight
DOSSIER · 13F Holders · Q1 2026Mega-capCrowded
YSEP

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 33740U828·67 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 6.3%
vs prior quarter
13F value held
$50M
75.0% inst. owned
of float
Holders
67
+63 QoQ
filers reporting
Activity
+9 / −103
+944 added · −752 reduced
this quarter
Concentration
17.75%
Sterling Manor Financial, LLC #1
top holder share
AI Holders Summary · Q1 2026

67 institutions reported YSEP in Q1 2026. Sterling Manor Financial, LLC leads at 17.8% of the visible book. +63 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Sterling Manor Financial, LLC
CIK 0001842015
$9M342K5.60%Q1 202602
Modern Wealth Management, LLC
CIK 0002001900
$6M218K0.10%Q1 202603
US BANCORP \DE\
CIK 0000036104
$6M214K0.01%Q1 202604
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$5M198K0.01%Q1 202605
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$4M137K0.00%Q1 202606
Cetera Investment Advisers
CIK 0001666741
$3M114K0.00%Q1 202607
SOA Wealth Advisors, LLC.
CIK 0001849444
$2M90K0.45%Q1 202608
OSAIC HOLDINGS, INC.
CIK 0001677044
$2M86K0.00%Q1 202609
LPL Financial LLC
CIK 0001403438
$2M75K0.00%Q1 202610
NorthCrest Asset Manangement, LLC
CIK 0001893159
$2M65K0.05%Q1 202611
Avantra Family Wealth, Inc.
CIK 0001774744
$1M57K1.10%Q1 202612
Clear Creek Financial Management, LLC
CIK 0001784235
$1M54K0.11%Q1 202613
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$1M46K0.00%Q1 202614
SILVER OAK SECURITIES, INCORPORATED
CIK 0001080576
$997,35438K0.07%Q1 202615
Kestra Advisory Services, LLC
CIK 0001830819
$875,66233K0.00%Q1 202616
OLD MISSION CAPITAL LLC
CIK 0001455915
$855,48433K0.01%Q1 202617
GOLDMAN SACHS GROUP INC
CIK 0000886982
$848,36632K0.00%Q1 202618
Noble Wealth Management PBC
CIK 0002055065
$843,65532K0.42%Q1 202619
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$804,05931K0.01%Q1 202620
Rockefeller Capital Management L.P.
CIK 0001739439
$770,14329K0.00%Q1 2026
Page 1 of 4
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