Who Owns FIRST TR EXCHNG TRADED FD VI (AGQI)? -- Institutional Holders (2026-06-30)
28 institutions reported holding $13.6M of FIRST TR EXCHNG TRADED FD VI (AGQI) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($3.3M), Atlas Wealth LLC ($2.5M), Prospera Financial Services Inc ($1.0M), FLOW TRADERS U.S. LLC ($853,000), LPL Financial LLC ($834,371). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MORGAN STANLEY | $3.3M | 180,862 | Trimmed |
| 2 | Atlas Wealth LLC | $2.5M | 137,228 | Trimmed |
| 3 | Prospera Financial Services Inc | $1.0M | 55,929 | Added |
| 4 | FLOW TRADERS U.S. LLC | $853,000 | 47,104 | New |
| 5 | LPL Financial LLC | $834,371 | 46,071 | Added |
| 6 | RAYMOND JAMES FINANCIAL INC | $706,612 | 39,017 | Trimmed |
| 7 | Virtu Financial LLC | $695,000 | 38,366 | Added |
| 8 | JANE STREET GROUP, LLC | $692,115 | 38,216 | Added |
| 9 | 1776 Wealth LLC | $611,430 | 33,773 | Hold |
| 10 | Global Retirement Partners, LLC | $600,439 | 33,154 | Hold |
| 11 | Diversified Trust Co | $479,930 | 26,500 | Hold |
| 12 | Centric Wealth Management | $313,307 | 17,722 | Hold |
| 13 | STIFEL FINANCIAL CORP | $256,284 | 14,151 | Added |
| 14 | OSAIC HOLDINGS, INC. | $254,450 | 14,050 | Trimmed |
| 15 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $114,070 | 6,349 | Hold |
| 16 | Royal Bank of Canada | $89,000 | 4,895 | Trimmed |
| 17 | UBS Group AG | $88,165 | 4,868 | Trimmed |
| 18 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $53,336 | 2,945 | Hold |
| 19 | AE Wealth Management LLC | $45,277 | 2,500 | Hold |
| 20 | WELLS FARGO & COMPANY/MN | $33,017 | 1,823 | Hold |
| 21 | HARBOUR INVESTMENTS, INC. | $27,166 | 1,500 | Hold |
| 22 | FIFTH THIRD BANCORP | $18,129 | 1,001 | Hold |
| 23 | Allworth Financial LP | $16,065 | 887 | New |
| 24 | Steward Partners Investment Advisory, LLC | $10,866 | 600 | Trimmed |
| 25 | NBC SECURITIES, INC. | $9,055 | 500 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30