Who Owns FIRST TR EXCHANGE TRAD FD VI (FAAR)? -- Institutional Holders (2026-06-30)
82 institutions reported holding $138.1M of FIRST TR EXCHANGE TRAD FD VI (FAAR) in SEC 13F filings for 2026-06-30. Largest institutional holders: FIRST TRUST ADVISORS LP ($54.9M), MORGAN STANLEY ($16.6M), ASSETMARK, INC ($10.8M), LPL Financial LLC ($6.2M), Cetera Investment Advisers ($5.6M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | FIRST TRUST ADVISORS LP | $54.9M | 1.7M | Added |
| 2 | MORGAN STANLEY | $16.6M | 524,216 | Added |
| 3 | ASSETMARK, INC | $10.8M | 342,239 | Added |
| 4 | LPL Financial LLC | $6.2M | 196,874 | Trimmed |
| 5 | Cetera Investment Advisers | $5.6M | 176,439 | Trimmed |
| 6 | RFG Advisory, LLC | $5.4M | 169,240 | Added |
| 7 | Center For Asset Management LLC | $3.8M | 120,665 | Added |
| 8 | OSAIC HOLDINGS, INC. | $3.4M | 108,427 | Added |
| 9 | RAYMOND JAMES FINANCIAL INC | $2.9M | 90,438 | Added |
| 10 | CAPTRUST FINANCIAL ADVISORS | $2.8M | 88,247 | Added |
| 11 | Cambridge Investment Research Advisors, Inc. | $2.6M | 81,798 | Added |
| 12 | Simplicity Wealth,LLC | $2.6M | 81,186 | Added |
| 13 | ENVESTNET ASSET MANAGEMENT INC | $2.5M | 80,571 | Trimmed |
| 14 | CreativeOne Wealth, LLC | $1.7M | 54,372 | Trimmed |
| 15 | LexAurum Advisors, LLC | $1.7M | 52,640 | Added |
| 16 | AE Wealth Management LLC | $1.5M | 48,560 | Added |
| 17 | VIMA LLC | $1.0M | 32,974 | Trimmed |
| 18 | Integrated Wealth Concepts LLC | $902,382 | 28,539 | New |
| 19 | Pinnacle Family Advisors, LLC | $882,634 | 27,914 | Trimmed |
| 20 | GeoWealth Management, LLC | $739,338 | 23,382 | Trimmed |
| 21 | Advisors Preferred, LLC | $712,663 | 22,671 | Added |
| 22 | STIFEL FINANCIAL CORP | $697,979 | 22,074 | Added |
| 23 | World Investment Advisors | $585,649 | 17,354 | Trimmed |
| 24 | NewEdge Wealth, LLC | $566,703 | 17,922 | Trimmed |
| 25 | Balboa Wealth Partners | $562,600 | 17,793 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30