FBDC — First Tr Exchng Traded Fd Vi Institutional Holders · Q2 2026
Who owns First Tr Exchng Traded Fd Vi (FBDC)? 16 institutions reported holding $7.36M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: LPL Financial LLC ($2.9M), Stifel Financial Corp ($1.4M), Goldman Sachs Group Inc ($1.0M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | LPL Financial LLC | $2.9M | 168,292 | Trimmed |
| 2 | STIFEL FINANCIAL CORP | $1.4M | 83,787 | Added |
| 3 | GOLDMAN SACHS GROUP INC | $1.0M | 59,516 | Trimmed |
| 4 | MORGAN STANLEY | $483,989 | 28,562 | Trimmed |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $462,540 | 27,296 | Trimmed |
| 6 | CITADEL ADVISORS LLC | $395,891 | 23,363 | Trimmed |
| 7 | MML INVESTORS SERVICES, LLC | $257,880 | 15,218 | New |
| 8 | SYM FINANCIAL Corp | $204,512 | 12,069 | Hold |
| 9 | UHLMANN PRICE SECURITIES, LLC | $184,692 | 10,899 | Added |
| 10 | OSAIC HOLDINGS, INC. | $58,698 | 3,460 | Added |
| 11 | NBC SECURITIES, INC. | $28,097 | 1,658 | Added |
| 12 | SHP Wealth Management | $3,389 | 200 | New |
| 13 | Golden State Wealth Management, LLC | $1,186 | 70 | Hold |
| 14 | UBS Group AG | $898 | 53 | New |
| 15 | PRIVATE TRUST CO NA | $0 | 0 | Exited |
| 16 | JANE STREET GROUP, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30