19 institutions reported holding $17.1M of FIRST TR EXCHNG TRADED FD VI SECUR (DEED) in SEC 13F filings for 2026-06-30. Largest institutional holders: Guided Capital Wealth Management, LLC ($8.5M), Milestones Private Investment Advisors LLC ($2.1M), Strategic Financial Partners, Ltd. ($1.8M), ALTFEST L J & CO INC ($1.7M), Ashton Thomas Private Wealth, LLC ($903,818). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Guided Capital Wealth Management, LLC | $8.5M | 398,039 | Trimmed |
| 2 | Milestones Private Investment Advisors LLC | $2.1M | 98,676 | Added |
| 3 | Strategic Financial Partners, Ltd. | $1.8M | 83,760 | Added |
| 4 | ALTFEST L J & CO INC | $1.7M | 80,692 | Added |
| 5 | Ashton Thomas Private Wealth, LLC | $903,818 | 42,274 | Added |
| 6 | Belpointe Asset Management LLC | $669,611 | 31,319 | Trimmed |
| 7 | PUFF WEALTH MANAGEMENT, LLC | $414,971 | 19,409 | Trimmed |
| 8 | Cambridge Investment Research Advisors, Inc. | $380,000 | 17,761 | Trimmed |
| 9 | TCFG Investment Advisors, LLC | $290,640 | 13,594 | Trimmed |
| 10 | Darwin Wealth Management, LLC | $146,973 | 6,874 | Added |
| 11 | GeoWealth Management, LLC | $106,109 | 4,963 | New |
| 12 | Wagner Wealth Management, LLC | $10,209 | 478 | Added |
| 13 | ORG Wealth Partners, LLC | $6,542 | 6,542 | Added |
| 14 | CREATIVE FINANCIAL DESIGNS INC /ADV | $5,217 | 244 | Hold |
| 15 | Nova Wealth Management, Inc. | $3,207 | 150 | Hold |
| 16 | Davis Capital Management | $1,432 | 67 | Hold |
| 17 | Root Financial Partners, LLC | $0 | 0 | Exited |
| 18 | Signal Advisors Wealth, LLC | $0 | 0 | Exited |
| 19 | Merkkuri Wealth Advisors LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30