Who Owns FIRST TR EXCHNG TRADED FD VI (UCON)? -- Institutional Holders (2026-06-30)

155 institutions reported holding $759.8M of FIRST TR EXCHNG TRADED FD VI (UCON) in SEC 13F filings for 2026-06-30. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($65.3M), TRUIST FINANCIAL CORP ($52.1M), Trilogy Capital Inc. ($39.1M), IFP Advisors, Inc ($28.1M), Cambridge Investment Research Advisors, Inc. ($26.9M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1ENVESTNET ASSET MANAGEMENT INC$65.3M2.6MAdded
2TRUIST FINANCIAL CORP$52.1M2.1MAdded
3Trilogy Capital Inc.$39.1M1.6MAdded
4IFP Advisors, Inc$28.1M1.1MAdded
5Cambridge Investment Research Advisors, Inc.$26.9M1.1MAdded
6Cyndeo Wealth Partners, LLC$21.7M872,866Added
7Wagner Wealth Management, LLC$21.4M859,217Trimmed
8EdgeRock Capital LLC$21.0M842,625Added
9COMMONWEALTH EQUITY SERVICES, LLC$20.7M833,938Trimmed
10Dynamic Advisor Solutions LLC$20.3M816,396Added
11Walkner Condon Financial Advisors LLC$20.1M806,300Added
12KESTRA PRIVATE WEALTH SERVICES, LLC$20.0M801,883Trimmed
13Capital Investment Advisory Services, LLC$18.8M756,295Trimmed
14Private Advisor Group, LLC$16.9M679,658Added
15Navalign, LLC$15.4M620,228Added
16First Heartland Consultants, Inc.$14.4M577,736Added
17Etesian Wealth Advisors, Inc.$13.3M536,383Trimmed
18Chicago Partners Investment Group LLC$12.8M522,596Added
19Kestra Advisory Services, LLC$12.1M487,466Trimmed
20Focus Financial Network, Inc.$10.8M435,847New
21HBW ADVISORY SERVICES LLC$10.7M432,069Added
22AXXCESS WEALTH MANAGEMENT, LLC$10.7M428,367New
23Darwin Wealth Management, LLC$10.7M428,366Added
24Prasad Wealth Partners, LLC$10.1M407,632Added
25Mach-1 Financial Group, LLC$10.1M404,016Trimmed

Source: SEC Form 13F filings · as of 2026-06-30