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
$50M
visible holders
Holders
65
filers reporting
Concentration
17.88%
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 17.9% 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 2026
02
Modern Wealth Management, LLC
CIK 0002001900
$6M218K0.10%Q1 2026
03
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$5M182K0.01%Q2 2026
04
US BANCORP \DE\
CIK 0000036104
$5M175K0.01%Q2 2026
05
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$4M133K0.00%Q2 2026
06
Cetera Investment Advisers
CIK 0001666741
$3M113K0.00%Q2 2026
07
SOA Wealth Advisors, LLC.
CIK 0001849444
$2M89K0.41%Q2 2026
08
OSAIC HOLDINGS, INC.
CIK 0001677044
$2M78K0.00%Q2 2026
09
LPL Financial LLC
CIK 0001403438
$2M72K0.00%Q2 2026
10
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$2M70K0.00%Q1 2026
11
NorthCrest Asset Manangement, LLC
CIK 0001893159
$2M63K0.04%Q2 2026
12
Avantra Family Wealth, Inc.
CIK 0001774744
$2M58K1.01%Q2 2026
13
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$1M41K0.00%Q2 2026
14
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$1M40K0.00%Q2 2026
15
SILVER OAK SECURITIES, INCORPORATED
CIK 0001080576
$1M38K0.06%Q2 2026
16
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$812K29K0.01%Q2 2026
17
Ignite Planners, LLC
CIK 0001849348
$792K29K0.11%Q2 2026
18
Noble Wealth Management PBC
CIK 0002055065
$751K27K0.34%Q2 2026
19
Rockefeller Capital Management L.P.
CIK 0001739439
$715K26K0.00%Q2 2026
20
WEALTHGARDEN F.S. LLC
CIK 0002023633
$679K25K0.39%Q2 2026
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