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

Name: Who Owns XMAR? 82 Institutions Hold $115M (Q2 2026)
Creator: ko.io

Who owns First Tr Exchng Traded Fd Vi (XMAR)? 82 institutions reported holding $114.71M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Cetera Investment Advisers ($12.8M), PFS Partners, LLC ($12.2M), Osaic Holdings, Inc. ($10.7M).

Rank	Institution	Value	Shares	Change
1	Cetera Investment Advisers	$12.8M	299,663	Added
2	PFS Partners, LLC	$12.2M	285,666	Trimmed
3	OSAIC HOLDINGS, INC.	$10.7M	250,907	Trimmed
4	COMMONWEALTH EQUITY SERVICES, LLC	$9.1M	212,913	Trimmed
5	ENVESTNET ASSET MANAGEMENT INC	$9.1M	212,872	Added
6	Aptus Capital Advisors, LLC	$6.2M	145,685	Trimmed
7	Financial Guidance Group, Inc.	$6.2M	145,685	Trimmed
8	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	$4.5M	104,976	Added
9	Kestra Advisory Services, LLC	$4.1M	95,777	Trimmed
10	Foundations Investment Advisors, LLC	$3.1M	72,118	Trimmed
11	REAP Financial Group, LLC	$2.4M	56,181	Trimmed
12	LPL Financial LLC	$2.2M	52,066	Trimmed
13	KESTRA PRIVATE WEALTH SERVICES, LLC	$2.0M	47,915	Trimmed
14	MML INVESTORS SERVICES, LLC	$1.9M	43,368	Added
15	HARBOUR INVESTMENTS, INC.	$1.7M	40,513	Trimmed
16	INSIGNEO ADVISORY SERVICES, LLC	$1.6M	38,505	Hold
17	FIRST TRUST ADVISORS LP	$1.6M	36,626	Added
18	HBK Sorce Advisory LLC	$1.4M	32,422	Trimmed
19	World Investment Advisors	$1.4M	31,785	Trimmed
20	CreativeOne Wealth, LLC	$1.3M	30,189	Added
21	Arkadios Wealth Advisors	$1.3M	29,459	Hold
22	Brookstone Capital Management	$1.2M	27,461	Trimmed
23	Octavia Wealth Advisors, LLC	$1.0M	23,422	Hold
24	Diversify Advisory Services, LLC	$996,082	23,275	New
25	DIVERSIFY WEALTH MANAGEMENT, LLC	$996,082	23,275	Trimmed

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