13FBOX
FIRST TR EXCHNG TRADED FD VI · 13F Institutional Holdings
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FIRST TR EXCHNG TRADED FD VI

BUFX
Institutions
14
Combined AUM (Q2 2026)
$13.8M
Combined Shares (Q2 2026)
624,603
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+156,137
8 · 3 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-16,223
5 · 1 Exit · ≈
⚖️ Net
+139,914
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$13.8M
Institutions
14
New Buys
3
Adds
5
Reduces
4
Exits
1
Unchanged
2
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Atria Investments, Inc
0.04%0.04%#4$3.7M167,088$3.5M164,566+2,522+1.53%Add
Mariner, LLC
<0.01%<0.01%#7$3.7M166,284$3.5M167,963-1,679-1.00%Reduce
HARBOUR INVESTMENTS, INC.
0.03%<0.01%#5$2.0M91,619$3,904185+91,434+49,423.78%Add
Western Wealth Management, LLC
0.04%0.05%#3$1.4M60,894$1.3M60,943-49-0.08%Reduce
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#9$1.3M60,594$413,76319,607+40,987+209.04%Add
CITADEL ADVISORS LLC
<0.01%<0.01%#12$603,04627,201$877,70341,592-14,391-34.60%Reduce
OLD MISSION CAPITAL LLC
0.01%#6$320,71114,466$00+14,466New Buy
Cetera Investment Advisers
<0.01%<0.01%#11$314,01614,164$261,48412,391+1,773+14.31%Add
Stonebridge Financial Planning Group, LLC
0.07%0.08%#2$219,0179,879$210,6479,982-103-1.03%Reduce
Steward Partners Investment Advisory, LLC
<0.01%<0.01%#10$113,0675,100$44,3162,100+3,000+142.86%Add
Benson Wealth Management INC
0.09%0.12%#1$93,5354,219$89,0324,21900.00%Unchanged
FIDUCIARY FINANCIAL ADVISORS
<0.01%#8$36,6911,655$00+1,655New Buy
OSAIC HOLDINGS, INC.
<0.01%<0.01%#14$25,2731,140$24,0571,14000.00%Unchanged
Integrated Wealth Concepts LLC
<0.01%#13$6,651300$00+300New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow