13 institutions reported holding $5.1M of FIRST TR EXCHNG TRADED FD VI (RSMR) in SEC 13F filings for 2026-03-31. Largest institutional holders: Noble Wealth Management PBC ($1.3M), ENVESTNET ASSET MANAGEMENT INC ($687,967), Kestra Advisory Services, LLC ($545,495), Capital Analysts, LLC ($498,000), Cetera Investment Advisers ($443,233). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Noble Wealth Management PBC | $1.3M | 59,084 | Trimmed |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $687,967 | 31,054 | New |
| 3 | Kestra Advisory Services, LLC | $545,495 | 24,623 | Added |
| 4 | Capital Analysts, LLC | $498,000 | 22,452 | Added |
| 5 | Cetera Investment Advisers | $443,233 | 20,007 | New |
| 6 | OLD MISSION CAPITAL LLC | $441,039 | 19,908 | Added |
| 7 | VestGen Advisors, LLC | $436,472 | 18,973 | New |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $326,880 | 14,755 | New |
| 9 | Cambridge Investment Research Advisors, Inc. | $234,000 | 10,583 | Added |
| 10 | DHJJ Financial Advisors, Ltd. | $99,339 | 4,484 | Trimmed |
| 11 | UBS Group AG | $36,089 | 1,629 | Added |
| 12 | GHP Investment Advisors, Inc. | $20,515 | 926 | New |
| 13 | Advisory Services Network, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31