DECM FIRST TR EXCHNG TRADED FD VI: institutional ownership and insider trading
42 funds reported holding $21.9M of FIRST TR EXCHNG TRADED FD VI in their latest 13F filings; in Q2 2026 funds net sold $4.26M, with 4 new positions and 2 funds selling out.
Largest institutional holders of DECM
- Capasso Planning Partners LLC — $2.37M
- Kestra Advisory Services, LLC — $1.97M
- COMMONWEALTH EQUITY SERVICES, LLC — $1.82M
- Mariner, LLC — $1.07M
- Defined Financial Planning LLC — $957K
- Atria Investments, Inc — $951K
- Madrona Financial Services, LLC — $897K
- OLD MISSION CAPITAL LLC — $888K
- PRECEDENT WEALTH PARTNERS, LLC — $858K
- ENVESTNET ASSET MANAGEMENT INC — $819K
5%+ owners
- PRECEDENT WEALTH PARTNERS, LLC: 28.3% (Schedule 13G, filed Jul 2, 2026)
- First Trust Portfolios L.P.: 16.3% (Schedule 13G/A, filed Oct 7, 2026)