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

66 institutions reported holding $52.7M of FIRST TR EXCHNG TRADED FD VI (YSEP) in SEC 13F filings for 2026-06-30. Largest institutional holders: LM Advisors LLC ($5.5M), COMMONWEALTH EQUITY SERVICES, LLC ($5.0M), US BANCORP \DE\ ($4.8M), RAYMOND JAMES FINANCIAL INC ($3.7M), Cetera Investment Advisers ($3.1M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	LM Advisors LLC	$5.5M	199,617	Added
2	COMMONWEALTH EQUITY SERVICES, LLC	$5.0M	181,580	Trimmed
3	US BANCORP \DE\	$4.8M	175,315	Trimmed
4	RAYMOND JAMES FINANCIAL INC	$3.7M	133,285	Trimmed
5	Cetera Investment Advisers	$3.1M	113,459	Trimmed
6	SOA Wealth Advisors, LLC.	$2.5M	89,438	Trimmed
7	OSAIC HOLDINGS, INC.	$2.1M	77,715	Trimmed
8	LPL Financial LLC	$2.0M	72,134	Trimmed
9	Cambridge Investment Research Advisors, Inc.	$1.8M	65,876	Trimmed
10	NorthCrest Asset Manangement, LLC	$1.7M	63,081	Trimmed
11	Avantra Family Wealth, Inc.	$1.6M	57,562	Added
12	Modern Wealth Management, LLC	$1.5M	52,764	Trimmed
13	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$1.1M	40,591	Added
14	ENVESTNET ASSET MANAGEMENT INC	$1.1M	40,015	Trimmed
15	SILVER OAK SECURITIES, INCORPORATED	$1.0M	38,055	Trimmed
16	HARBOUR INVESTMENTS, INC.	$811,714	29,474	Trimmed
17	Ignite Planners, LLC	$791,610	28,744	Trimmed
18	Noble Wealth Management PBC	$751,154	27,275	Trimmed
19	Rockefeller Capital Management L.P.	$714,635	25,949	Trimmed
20	WEALTHGARDEN F.S. LLC	$679,013	24,656	Hold
21	ACTION POINT FINANCIAL PLANNING, LLC	$670,488	24,348	New
22	Evergreen Wealth Solutions, LLC	$666,389	23,539	Added
23	Corient Private Wealth LLC	$639,864	23,234	Hold
24	Kestra Advisory Services, LLC	$624,910	22,691	Trimmed
25	Ameritas Investment Partners, Inc.	$597,136	21,683	Trimmed

来源：SEC 13F 申报文件 · 截至 2026-06-30