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

FIRST TR EXCHNG TRADED FD VI

65 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 33740U828·65 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$52M
visible holders
Holders
65
filers reporting
Concentration
17.36%
Sterling Manor Financial, LLC #1
top holder share
AI Holders Summary · Q1 2026

65 institutions reported YSEP in Q1 2026. Sterling Manor Financial, LLC leads at 17.4% of the visible book.

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
$2M89K0.41%Q2 202608
OSAIC HOLDINGS, INC.
CIK 0001677044
$2M86K0.00%Q1 202609
LPL Financial LLC
CIK 0001403438
$2M75K0.00%Q1 202610
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$2M70K0.00%Q1 202611
NorthCrest Asset Manangement, LLC
CIK 0001893159
$2M63K0.04%Q2 202612
Avantra Family Wealth, Inc.
CIK 0001774744
$1M57K1.10%Q1 202613
Clear Creek Financial Management, LLC
CIK 0001784235
$1M54K0.11%Q1 202614
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$1M46K0.00%Q1 202615
SILVER OAK SECURITIES, INCORPORATED
CIK 0001080576
$997K38K0.07%Q1 202616
Kestra Advisory Services, LLC
CIK 0001830819
$876K33K0.00%Q1 202617
OLD MISSION CAPITAL LLC
CIK 0001455915
$855K33K0.01%Q1 202618
GOLDMAN SACHS GROUP INC
CIK 0000886982
$848K32K0.00%Q1 202619
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$804K31K0.01%Q1 202620
Ignite Planners, LLC
CIK 0001849348
$792K29K0.11%Q2 2026
Page 1 of 4
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