Who Owns FIRST TR EXCHNG TRADED FD VI (DECM)? -- Institutional Holders (2026-06-30)
20 institutions reported holding $24.0M of FIRST TR EXCHNG TRADED FD VI (DECM) in SEC 13F filings for 2026-06-30. Largest institutional holders: PRECEDENT WEALTH PARTNERS, LLC ($13.6M), Kestra Advisory Services, LLC ($2.0M), COMMONWEALTH EQUITY SERVICES, LLC ($1.8M), Atria Investments, Inc ($967,814), Madrona Financial Services, LLC ($881,909). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | PRECEDENT WEALTH PARTNERS, LLC | $13.6M | 403,734 | Trimmed |
| 2 | Kestra Advisory Services, LLC | $2.0M | 58,454 | Trimmed |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $1.8M | 53,874 | Trimmed |
| 4 | Atria Investments, Inc | $967,814 | 28,706 | Trimmed |
| 5 | Madrona Financial Services, LLC | $881,909 | 26,158 | Hold |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $818,997 | 24,292 | Trimmed |
| 7 | Clear Creek Financial Management, LLC | $805,781 | 23,900 | Trimmed |
| 8 | HBW ADVISORY SERVICES LLC | $572,779 | 16,989 | Hold |
| 9 | Buck Wealth Strategies, LLC | $350,633 | 10,400 | Hold |
| 10 | MILESTONE ASSET MANAGEMENT, LLC | $309,029 | 9,166 | Trimmed |
| 11 | AE Wealth Management LLC | $306,534 | 9,092 | Trimmed |
| 12 | Commonwealth Financial Services, LLC | $303,095 | 8,990 | Hold |
| 13 | TRUIST FINANCIAL CORP | $298,443 | 8,852 | Added |
| 14 | LVZ, Inc. | $289,036 | 8,573 | New |
| 15 | Cambridge Investment Research Advisors, Inc. | $262,000 | 7,780 | Trimmed |
| 16 | Security Financial Services, INC. | $218,842 | 6,491 | Hold |
| 17 | EVOLUTION WEALTH MANAGEMENT INC. | $90,187 | 2,675 | Hold |
| 18 | Capital Investment Advisory Services, LLC | $67,261 | 1,995 | Hold |
| 19 | Noble Wealth Management PBC | $16,857 | 500 | Hold |
| 20 | Integrity Financial Corp /WA | $7,148 | 212 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30