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FCEF — First Tr Exchng Traded Fd Vi Institutional Holders · Q2 2026

Who owns First Tr Exchng Traded Fd Vi (FCEF)? 36 institutions reported holding $45.61M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: LPL Financial LLC ($14.0M), Capital Investment Advisory Services, LLC ($11.5M), Raymond James Financial Inc ($3.7M).

RankInstitutionValueSharesChange
1LPL Financial LLC$14.0M582,629Added
2Capital Investment Advisory Services, LLC$11.5M476,813Added
3RAYMOND JAMES FINANCIAL INC$3.7M153,781Added
4HARBOUR INVESTMENTS, INC.$2.5M102,512Added
5COMMONWEALTH EQUITY SERVICES, LLC$2.2M89,823Added
6Boyce & Associates Wealth Consulting, Inc.$2.1M88,372Added
7Cambridge Investment Research Advisors, Inc.$1.4M56,293Added
8Proactive Wealth Strategies LLC$1.3M53,981Trimmed
9OSAIC HOLDINGS, INC.$1.3M53,644Added
10Cetera Investment Advisers$1.2M48,201Added
11ENVESTNET ASSET MANAGEMENT INC$741,81630,845Added
12SMITH, MOORE & CO.$708,39329,455Added
13SUSQUEHANNA INTERNATIONAL GROUP, LLP$623,47225,924Added
14Janney Montgomery Scott LLC$600,00024,957Added
15Integrated Wealth Concepts LLC$425,29617,684Added
16Aurora Private Wealth, Inc.$406,00016,897Added
17NewEdge Advisors, LLC$342,08714,224Added
18Kestra Advisory Services, LLC$240,72710,009Trimmed
19INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$212,4318,857New
20Larson Financial Group LLC$62,5302,600Hold
21MORGAN STANLEY$47,3501,968Trimmed
22IFG Advisory, LLC$31,5801,313Added
23Rockefeller Capital Management L.P.$25,8301,074Hold
24Global Retirement Partners, LLC$21,645900Hold
25ACTION POINT FINANCIAL PLANNING, LLC$20,202840New

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