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

ILDR
Institutions
92
Combined AUM (Q2 2026)
$243.2M
Combined Shares (Q2 2026)
6.2M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+1.2M
57 · 19 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-807,866
34 · 10 Exit · ≈
⚖️ Net
+374,986
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$243.2M
Institutions
92
New Buys
19
Adds
38
Reduces
24
Exits
10
Unchanged
11
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
LPL Financial LLC
0.02%0.01%#42$80.2M2.0M$49.7M1.7M+372,967+22.33%Add
Cetera Investment Advisers
0.02%0.01%#44$18.7M476,432$8.1M272,975+203,457+74.53%Add
ASSETMARK, INC
0.02%0.01%#45$9.2M234,300$6.9M233,218+1,082+0.46%Add
Mariner, LLC
0.01%0.01%#51$7.8M198,530$7.2M240,234-41,704-17.36%Reduce
Atria Investments, Inc
0.08%0.08%#20$7.7M196,605$7.2M240,101-43,496-18.12%Reduce
HBW ADVISORY SERVICES LLC
0.61%0.47%#6$6.7M171,316$4.4M148,261+23,055+15.55%Add
OSAIC HOLDINGS, INC.
0.01%0.01%#56$6.5M164,695$3.8M126,690+38,005+30.00%Add
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#75$6.0M151,990$3.8M126,042+25,948+20.59%Add
HARBOUR INVESTMENTS, INC.
0.07%0.06%#22$5.0M127,470$3.6M120,237+7,233+6.02%Add
Patriot Financial Group Insurance Agency, LLC
0.47%0.39%#8$4.6M116,269$7.0M233,684-117,415-50.25%Reduce
KESTRA PRIVATE WEALTH SERVICES, LLC
0.05%0.04%#24$4.5M115,700$3.5M119,160-3,460-2.90%Reduce
Maia Wealth LLC
0.64%0.45%#4$4.3M110,829$2.6M88,708+22,121+24.94%Add
Mach-1 Financial Group, LLC
1.59%1.29%#2$4.1M104,662$3.7M123,511-18,849-15.26%Reduce
Wealth Watch Advisors, INC
1.29%0.92%#3$4.0M102,138$2.2M73,868+28,270+38.27%Add
Sanctuary Advisors, LLC
0.02%0.02%#43$3.8M96,723$3.0M99,914-3,191-3.19%Reduce
Geneos Wealth Management Inc.
0.08%0.06%#21$3.7M93,734$2.7M90,665+3,069+3.38%Add
Merkkuri Wealth Advisors LLC
1.98%1.36%#1$3.2M81,298$2.0M68,805+12,493+18.16%Add
Farther Finance Advisors, LLC
0.02%0.02%#37$2.9M74,267$2.4M78,727-4,460-5.67%Reduce
Arax Advisory Partners
0.02%<0.01%#41$2.9M73,362$4,527152+73,210+48,164.47%Add
Maridea Wealth Management LLC
0.31%0.33%#13$2.9M73,308$2.3M77,270-3,962-5.13%Reduce
STIFEL FINANCIAL CORP
<0.01%<0.01%#70$2.8M72,221$2.5M82,514-10,293-12.47%Reduce
PRAIRIE ADVISORY, LLC
0.59%#7$2.5M64,539$00+64,539New Buy
Kestra Advisory Services, LLC
0.01%0.01%#52$2.5M63,571$2.0M67,611-4,040-5.98%Reduce
CREATIVE FINANCIAL DESIGNS INC /ADV
0.11%0.1%#18$2.3M58,184$1.7M56,160+2,024+3.60%Add
RFG Advisory, LLC
0.04%0.01%#31$2.3M57,415$733,72024,638+32,777+133.03%Add
CITADEL ADVISORS LLC
<0.01%<0.01%#86$2.3M57,413$1.3M44,388+13,025+29.34%Add
Garden State Investment Advisory Services LLC
0.4%0.21%#11$2.2M55,983$953,25832,010+23,973+74.89%Add
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#69$1.9M48,984$1.1M36,607+12,377+33.81%Add
Centennial Wealth Advisory LLC
0.4%#12$1.8M46,783$00+46,783New Buy
DAYMARK WEALTH PARTNERS, LLC
0.04%0.04%#26$1.8M46,638$1.1M38,061+8,577+22.53%Add
Proactive Wealth Strategies LLC
0.27%0.23%#15$1.7M43,096$1.2M41,756+1,340+3.21%Add
Pinnacle Financial Partners, Inc.
0.01%0.01%#47$1.6M40,510$1.3M42,289-1,779-4.21%Reduce
Sigma Planning Corp
0.04%0.06%#29$1.6M39,939$2.0M67,350-27,411-40.70%Reduce
Prospera Financial Services Inc
0.02%0.11%#38$1.5M39,224$6.6M220,787-181,563-82.23%Reduce
Mutual Advisors, LLC
0.03%0.02%#36$1.5M38,464$926,87331,124+7,340+23.58%Add
Macro Advisors, Inc.
0.45%0.44%#9$1.4M36,319$1.1M36,128+191+0.53%Add
AE Wealth Management LLC
0.01%0.01%#60$1.4M35,160$1.1M37,091-1,931-5.21%Reduce
Private Advisor Group, LLC
0.01%#61$1.4M34,431$00+34,431New Buy
Legacy Wealth Managment, LLC/ID
0.44%0.38%#10$1.1M27,202$770,11125,860+1,342+5.19%Add
JANE STREET GROUP, LLC
<0.01%<0.01%#89$1.0M26,021$2.4M79,955-53,934-67.46%Reduce
Morey & Quinn Wealth Partners, LLC
0.63%0.54%#5$980,53624,985$763,91725,652-667-2.60%Reduce
Glen Eagle Advisors, LLC
0.12%0.07%#17$943,88124,051$508,58317,078+6,973+40.83%Add
Newman Dignan & Sheerar, Inc.
0.18%0.14%#16$930,85323,719$670,05022,500+1,219+5.42%Add
Strategic Blueprint, LLC
0.04%0.04%#27$891,56822,718$651,14021,865+853+3.90%Add
Betterment LLC
<0.01%<0.01%#74$856,99321,837$588,00019,737+2,100+10.64%Add
Chris Bulman Inc
0.31%0.26%#14$846,51521,570$596,73120,038+1,532+7.65%Add
Steward Partners Investment Advisory, LLC
<0.01%<0.01%#67$789,33520,113$510,90617,156+2,957+17.24%Add
FOUNDATIONS INVESTMENT ADVISORS, LLC
0.01%0.01%#57$731,25218,633$434,52014,591+4,042+27.70%Add
Brookstone Capital Management
0.01%0.01%#58$730,97718,626$518,50017,411+1,215+6.98%Add
Gateway Wealth Partners, LLC
0.04%#28$672,54117,137$00+17,137New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow