YSEP FIRST TR EXCHNG TRADED FD VI: institutional ownership and insider trading
64 funds reported holding $52.2M of FIRST TR EXCHNG TRADED FD VI in their latest 13F filings; in Q2 2026 funds net sold $5.30M, with 4 new positions and 6 funds selling out.
Largest institutional holders of YSEP
- LM Advisors LLC — $5.50M
- COMMONWEALTH EQUITY SERVICES, LLC — $5.00M
- US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) — $4.83M
- RAYMOND JAMES FINANCIAL INC (RJF, RJF-PB) — $3.67M
- Cetera Investment Advisers — $3.12M
- SOA Wealth Advisors, LLC. — $2.46M
- OSAIC HOLDINGS, INC. — $2.14M
- LPL Financial LLC — $1.99M
- Avantra Family Wealth, Inc. — $1.72M
- NorthCrest Asset Manangement, LLC — $1.68M
5%+ owners
- First Trust Portfolios L.P.: 35.9% (Schedule 13G/A, filed Oct 22, 2026)