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

39 institutions reported holding $89.3M of FIRST TR EXCHNG TRADED FD VI (AFSM) in SEC 13F filings for 2026-06-30. Largest institutional holders: James J. Burns & Company, LLC ($22.9M), LPL Financial LLC ($11.4M), ENVESTNET ASSET MANAGEMENT INC ($8.2M), TRUIST FINANCIAL CORP ($8.0M), JPMORGAN CHASE & CO ($5.5M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1James J. Burns & Company, LLC$22.9M557,503Added
2LPL Financial LLC$11.4M276,705Added
3ENVESTNET ASSET MANAGEMENT INC$8.2M200,060Trimmed
4TRUIST FINANCIAL CORP$8.0M193,577Added
5JPMORGAN CHASE & CO$5.5M136,071Trimmed
6Cetera Investment Advisers$3.5M85,525Added
7Federation des caisses Desjardins du Quebec$3.3M80,760Added
8MGO ONE SEVEN LLC$3.3M80,087Added
9Kestra Advisory Services, LLC$3.1M75,033Added
10Arax Advisory Partners$2.7M64,966New
11IFG Advisory, LLC$2.4M57,933New
12Ethos Financial Group, LLC$1.9M48,163Added
13Snowden Capital Advisors LLC$1.8M44,509Trimmed
14OSAIC HOLDINGS, INC.$1.6M38,843Trimmed
15SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.6M37,996New
16ADVISORTRUST PARTNERS, LLC$933,17622,705Added
17Farther Finance Advisors, LLC$799,61219,455Added
18Crusonia Wealth Advisors LLC$732,57617,824Trimmed
19FSB PREMIER WEALTH MANAGEMENT, INC.$640,77015,591Added
20Moors & Cabot, Inc.$611,56814,880Trimmed
21Tower Research Capital LLC (TRC)$588,55214,320Trimmed
22Thrivent Financial for Lutherans$526,00012,793New
23SMITH, MOORE & CO.$500,43412,176Added
24WORLD EQUITY GROUP, INC.$446,88110,873Added
25KESTRA PRIVATE WEALTH SERVICES, LLC$396,4529,646Added

来源：SEC 13F 申报文件 · 截至 2026-06-30