28 institutions reported holding $11.9M of FIRST TR EXCHNG TRADED FD VI (AGQI) in SEC 13F filings for 2026-03-31. Largest institutional holders: MORGAN STANLEY ($3.2M), Atlas Wealth LLC ($2.5M), Prospera Financial Services Inc ($950,587), LPL Financial LLC ($779,232), RAYMOND JAMES FINANCIAL INC ($770,268). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | MORGAN STANLEY | $3.2M | 185,843 | Trimmed |
| 2 | Atlas Wealth LLC | $2.5M | 144,461 | Hold |
| 3 | Prospera Financial Services Inc | $950,587 | 55,805 | Trimmed |
| 4 | LPL Financial LLC | $779,232 | 45,745 | Trimmed |
| 5 | RAYMOND JAMES FINANCIAL INC | $770,268 | 45,219 | Trimmed |
| 6 | 1776 Wealth LLC | $575,299 | 33,773 | Hold |
| 7 | OSAIC HOLDINGS, INC. | $560,232 | 32,895 | Trimmed |
| 8 | Virtu Financial LLC | $550,000 | 32,291 | Added |
| 9 | JANE STREET GROUP, LLC | $485,409 | 28,496 | Added |
| 10 | Diversified Trust Co | $451,408 | 26,500 | Hold |
| 11 | Centric Wealth Management | $313,307 | 17,722 | Trimmed |
| 12 | STIFEL FINANCIAL CORP | $221,460 | 13,001 | Trimmed |
| 13 | Royal Bank of Canada | $152,000 | 8,895 | Trimmed |
| 14 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $108,642 | 6,349 | Hold |
| 15 | UBS Group AG | $91,540 | 5,374 | Trimmed |
| 16 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $50,166 | 2,945 | Hold |
| 17 | Intentional Wealth Strategies, LLC | $50,166 | 2,945 | New |
| 18 | AE Wealth Management LLC | $42,586 | 2,500 | Hold |
| 19 | Steward Partners Investment Advisory, LLC | $40,573 | 2,382 | Hold |
| 20 | WELLS FARGO & COMPANY/MN | $31,061 | 1,823 | Trimmed |
| 21 | HARBOUR INVESTMENTS, INC. | $25,551 | 1,500 | New |
| 22 | FIFTH THIRD BANCORP | $17,051 | 1,001 | New |
| 23 | NBC SECURITIES, INC. | $8,517 | 500 | Hold |
| 24 | Aptus Capital Advisors, LLC | $5,553 | 326 | New |
| 25 | Legacy Wealth Managment, LLC/ID | $920 | 54 | New |
Source: SEC Form 13F filings · as of 2026-03-31