AFSM institutional holders

FIRST TR EXCHNG TRADED FD VI · 13F, 2026Q2

Managers holding38
Shares held2,177,124
Reported value$89.3m
Quarter flows9 new, 16 added, 10 trimmed, 3 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
James J. Burns & Company, LLC557,503$22.9m2.5%
LPL Financial LLC276,705$11.4m0.0%
ENVESTNET ASSET MANAGEMENT INC200,060$8.2m0.0%
TRUIST FINANCIAL CORP193,577$8.0m0.0%
JPMORGAN CHASE & CO136,071$5.5m0.0%
Cetera Investment Advisers85,525$3.5m0.0%
Federation des caisses Desjardins du Quebec80,760$3.3m0.0%
MGO ONE SEVEN LLC80,087$3.3m0.1%
Kestra Advisory Services, LLC75,033$3.1m0.0%
Arax Advisory Partners64,966$2.7m0.0%
IFG Advisory, LLC57,933$2.4m0.1%
Ethos Financial Group, LLC48,163$1.9m0.1%
Snowden Capital Advisors LLC44,509$1.8m0.0%
OSAIC HOLDINGS, INC.38,843$1.6m0.0%
SUSQUEHANNA INTERNATIONAL GROUP, LLP37,996$1.6m0.0%
ADVISORTRUST PARTNERS, LLC22,705$933,1760.3%
Farther Finance Advisors, LLC19,455$799,6120.0%
Crusonia Wealth Advisors LLC17,824$732,5760.1%
FSB PREMIER WEALTH MANAGEMENT, INC.15,591$640,7700.2%
Moors & Cabot, Inc.14,880$611,5680.0%
Tower Research Capital LLC (TRC)14,320$588,5520.0%
Thrivent Financial for Lutherans12,793$526,0000.0%
SMITH, MOORE & CO.12,176$500,4340.0%
WORLD EQUITY GROUP, INC.10,873$446,8810.1%
KESTRA PRIVATE WEALTH SERVICES, LLC9,646$396,4520.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("AFSM"). AFSM price history · All 13F data

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