Who Owns FIRST TR EXCHNG TRADED FD VI (UCON)? -- Institutional Holders (2026-06-30)
298 institutions reported holding $2.81B of FIRST TR EXCHNG TRADED FD VI (UCON) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($340.4M), MORGAN STANLEY ($231.8M), WELLS FARGO & COMPANY/MN ($178.5M), AMERIPRISE FINANCIAL INC ($138.6M), BANK OF AMERICA CORP /DE/ ($104.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | LPL Financial LLC | $340.4M | 13.7M | Added |
| 2 | MORGAN STANLEY | $231.8M | 9.3M | Added |
| 3 | WELLS FARGO & COMPANY/MN | $178.5M | 7.2M | Added |
| 4 | AMERIPRISE FINANCIAL INC | $138.6M | 5.6M | Added |
| 5 | BANK OF AMERICA CORP /DE/ | $104.5M | 4.2M | Added |
| 6 | HARBOUR INVESTMENTS, INC. | $104.4M | 4.2M | Added |
| 7 | Royal Bank of Canada | $100.1M | 4.0M | Added |
| 8 | RAYMOND JAMES FINANCIAL INC | $70.5M | 2.8M | Added |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $65.3M | 2.6M | Added |
| 10 | HighTower Advisors, LLC | $61.5M | 2.5M | Added |
| 11 | TRUIST FINANCIAL CORP | $52.1M | 2.1M | Added |
| 12 | OSAIC HOLDINGS, INC. | $50.9M | 2.0M | Added |
| 13 | Cetera Investment Advisers | $43.7M | 1.8M | Added |
| 14 | STIFEL FINANCIAL CORP | $41.3M | 1.7M | Added |
| 15 | Trilogy Capital Inc. | $39.1M | 1.6M | Added |
| 16 | Csenge Advisory Group | $38.0M | 1.5M | Added |
| 17 | Aptus Capital Advisors, LLC | $34.8M | 1.4M | Added |
| 18 | Integrated Wealth Concepts LLC | $32.1M | 1.3M | Added |
| 19 | IFP Advisors, Inc | $28.1M | 1.1M | Added |
| 20 | Cambridge Investment Research Advisors, Inc. | $26.9M | 1.1M | Added |
| 21 | Focus Partners Wealth | $24.9M | 999,374 | Trimmed |
| 22 | MML INVESTORS SERVICES, LLC | $23.2M | 932,943 | Added |
| 23 | Cyndeo Wealth Partners, LLC | $21.7M | 872,866 | Added |
| 24 | Wagner Wealth Management, LLC | $21.4M | 859,217 | Trimmed |
| 25 | EdgeRock Capital LLC | $21.0M | 842,625 | Added |
Source: SEC Form 13F filings · as of 2026-06-30