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

38 institutions reported holding $67.6M of FIRST TR EXCHNG TRADED FD VI (XDEC) in SEC 13F filings for 2026-06-30. Largest institutional holders: COMMONWEALTH EQUITY SERVICES, LLC ($23.4M), BEACON FINANCIAL GROUP ($9.7M), ENVESTNET ASSET MANAGEMENT INC ($8.2M), Kestra Advisory Services, LLC ($8.0M), Griffith & Werner, Inc. ($5.1M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1COMMONWEALTH EQUITY SERVICES, LLC$23.4M546,696Trimmed
2BEACON FINANCIAL GROUP$9.7M225,812Added
3ENVESTNET ASSET MANAGEMENT INC$8.2M191,290Added
4Kestra Advisory Services, LLC$8.0M186,502Trimmed
5Griffith & Werner, Inc.$5.1M118,957Trimmed
6Cambridge Investment Research Advisors, Inc.$2.5M59,110Trimmed
7DIVERSIFY WEALTH MANAGEMENT, LLC$1.3M30,951Hold
8First Heartland Consultants, Inc.$886,98420,707Added
9Signal Advisors Wealth, LLC$813,18018,984New
10Diligent Investors, LLC$728,19517,000Hold
11KESTRA PRIVATE WEALTH SERVICES, LLC$670,58215,655Trimmed
12QTR Family Wealth, LLC$631,21714,736Trimmed
13Ashton Thomas Private Wealth, LLC$591,03713,798Hold
14PFS Partners, LLC$536,86612,533Added
15SageGuard Financial Group, LLC$454,13710,602Trimmed
16Outlook Wealth Advisors, LLC$421,1119,831Hold
17Cambridge Advisors Inc.$416,9999,735Hold
18Atria Investments, Inc$407,0619,503New
19Stonebridge Financial Planning Group, LLC$398,8379,311Hold
20DHJJ Financial Advisors, Ltd.$398,7949,310Trimmed
21Foguth Wealth Management, LLC.$325,5137,578Trimmed
22LVZ, Inc.$253,0695,908Hold
23Envestnet Portfolio Solutions, Inc.$224,4985,241New
24TRUIST FINANCIAL CORP$216,4455,053Trimmed
25SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$208,6494,871Trimmed

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