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

Name: FIRST TR EXCHNG TRADED FD VI (YSEP) Institutional Holders (2026-06-30)
Creator: ko.io

33 institutions reported holding $20.6M of FIRST TR EXCHNG TRADED FD VI (YSEP) in SEC 13F filings for 2026-06-30. Largest institutional holders: COMMONWEALTH EQUITY SERVICES, LLC ($5.0M), SOA Wealth Advisors, LLC. ($2.5M), Cambridge Investment Research Advisors, Inc. ($1.8M), NorthCrest Asset Manangement, LLC ($1.7M), Avantra Family Wealth, Inc. ($1.6M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	COMMONWEALTH EQUITY SERVICES, LLC	$5.0M	181,580	Trimmed
2	SOA Wealth Advisors, LLC.	$2.5M	89,438	Trimmed
3	Cambridge Investment Research Advisors, Inc.	$1.8M	65,876	Trimmed
4	NorthCrest Asset Manangement, LLC	$1.7M	63,081	Trimmed
5	Avantra Family Wealth, Inc.	$1.6M	57,562	Added
6	ENVESTNET ASSET MANAGEMENT INC	$1.1M	40,015	Trimmed
7	Ignite Planners, LLC	$791,610	28,744	Trimmed
8	Noble Wealth Management PBC	$751,154	27,275	Trimmed
9	WEALTHGARDEN F.S. LLC	$679,013	24,656	Hold
10	Kestra Advisory Services, LLC	$624,910	22,691	Trimmed
11	Prospera Financial Services Inc	$488,106	17,724	Trimmed
12	PARK AVENUE SECURITIES LLC	$437,000	15,878	Trimmed
13	Kovack Advisors, Inc.	$396,612	14,417	Added
14	MGO ONE SEVEN LLC	$378,427	13,741	Hold
15	Avidian Wealth Enterprises, LLC	$349,180	12,679	Hold
16	Diligent Investors, LLC	$340,119	12,350	Hold
17	WINNOW WEALTH LLC	$332,181	12,062	Trimmed
18	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$302,512	73,845	Trimmed
19	LEGACY SOLUTIONS, LLC	$246,621	8,955	Hold
20	Farther Finance Advisors, LLC	$156,565	5,685	Added
21	DHJJ Financial Advisors, Ltd.	$144,558	5,249	Hold
22	CREATIVE FINANCIAL DESIGNS INC /ADV	$137,314	4,986	Trimmed
23	AE Wealth Management LLC	$80,196	2,912	Hold
24	Integrity Financial Corp /WA	$68,327	2,481	Trimmed
25	Whipplewood Advisors, LLC	$53,428	1,940	Trimmed

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