Who Owns FIRST TR EXCHNG TRADED FD VI (UCON)? -- Institutional Holders (2026-03-31)
300 institutions reported holding $2.72B of FIRST TR EXCHNG TRADED FD VI (UCON) in SEC 13F filings for 2026-03-31. Largest institutional holders: LPL Financial LLC ($309.0M), MORGAN STANLEY ($221.9M), WELLS FARGO & COMPANY/MN ($150.4M), AMERIPRISE FINANCIAL INC ($132.2M), HARBOUR INVESTMENTS, INC. ($102.1M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | LPL Financial LLC | $309.0M | 12.5M | Added |
| 2 | MORGAN STANLEY | $221.9M | 9.0M | Added |
| 3 | WELLS FARGO & COMPANY/MN | $150.4M | 6.1M | Trimmed |
| 4 | AMERIPRISE FINANCIAL INC | $132.2M | 5.3M | Added |
| 5 | HARBOUR INVESTMENTS, INC. | $102.1M | 4.1M | Added |
| 6 | Royal Bank of Canada | $99.2M | 4.0M | Added |
| 7 | BANK OF AMERICA CORP /DE/ | $95.0M | 3.8M | Trimmed |
| 8 | RAYMOND JAMES FINANCIAL INC | $70.1M | 2.8M | Added |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $60.8M | 2.5M | Added |
| 10 | HighTower Advisors, LLC | $60.3M | 2.4M | Added |
| 11 | TRUIST FINANCIAL CORP | $47.2M | 1.9M | Added |
| 12 | OSAIC HOLDINGS, INC. | $46.8M | 1.9M | Trimmed |
| 13 | STIFEL FINANCIAL CORP | $40.5M | 1.6M | Added |
| 14 | Csenge Advisory Group | $36.9M | 1.5M | Added |
| 15 | Trilogy Capital Inc. | $36.7M | 1.5M | Added |
| 16 | Cetera Investment Advisers | $35.6M | 1.4M | Added |
| 17 | Aptus Capital Advisors, LLC | $34.3M | 1.4M | Added |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | $27.7M | 1.1M | Trimmed |
| 19 | Arkadios Wealth Advisors | $26.3M | 1.1M | Added |
| 20 | Wagner Wealth Management, LLC | $25.6M | 1.0M | Trimmed |
| 21 | Focus Partners Wealth | $24.8M | 1.0M | Added |
| 22 | Cambridge Investment Research Advisors, Inc. | $24.7M | 997,473 | Added |
| 23 | Integrated Wealth Concepts LLC | $22.3M | 898,608 | Added |
| 24 | IFP Advisors, Inc | $22.1M | 892,567 | Added |
| 25 | Bensler, LLC | $20.9M | 845,423 | Added |
Source: SEC Form 13F filings · as of 2026-03-31