TSEP — First Tr Exchng Traded Fd Vi Institutional Holders · Q2 2026
Who owns First Tr Exchng Traded Fd Vi (TSEP)? 15 institutions reported holding $7.33M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: HFG Wealth Management, LLC ($5.0M), Old Mission Capital LLC ($779,818), Ignite Planners, LLC ($663,988).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | HFG Wealth Management, LLC | $5.0M | 192,561 | Trimmed |
| 2 | OLD MISSION CAPITAL LLC | $779,818 | 29,993 | Trimmed |
| 3 | Ignite Planners, LLC | $663,988 | 25,538 | Hold |
| 4 | CITADEL ADVISORS LLC | $242,086 | 9,311 | New |
| 5 | Cetera Investment Advisers | $239,304 | 9,204 | Added |
| 6 | HARBOUR INVESTMENTS, INC. | $221,390 | 8,515 | Hold |
| 7 | Regatta Research & Money Management | $64,376 | 2,476 | New |
| 8 | Capital Investment Advisory Services, LLC | $60,190 | 2,315 | Hold |
| 9 | Integrity Financial Corp /WA | $38,090 | 1,465 | Hold |
| 10 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $15,600 | 600 | Hold |
| 11 | OSAIC HOLDINGS, INC. | $4 | 0 | Trimmed |
| 12 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $0 | 0 | Exited |
| 13 | Advisory Services Network, LLC | $0 | 0 | Exited |
| 14 | UBS Group AG | $0 | 0 | Exited |
| 15 | TWIN PEAKS WEALTH ADVISORS, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30