Who Owns FIRST TR EXCHNG TRADED FD VI (SFEB)?Hedge Fund & Institutional Holders

$23.59-0.06 (-0.25%)BATS

Institutional Holders

44

as of Q4 2025

Total Institutional Value

$3.4112031150610005e+94T

% of Float Held

QoQ Change in Holders

+15 / -4

Price History

$18.72$20.18$21.65$23.11$24.57Sep 24Jun 25Mar 26

SFEB — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
BFI Wealth Solutions, LLCNew Position+145K+$3.4M
TRUIST FINANCIAL CORPNew Position+64K+$1.5M
ENVESTNET ASSET MANAGEMENT INCNew Position+70K+$1.0M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+49K+$1.0M
SOA Wealth Advisors, LLC.New Position+41K+$974K
Grantvest Financial Group LLCNew Position+32K+$753K
NorthCrest Asset Manangement, LLCNew Position+22K+$526K
Keystone Wealth Services, LLCNew Position+21K+$482K
SILVER OAK SECURITIES, INCORPORATEDNew Position+14K+$336K
Spire Wealth ManagementNew Position+8K+$196K
DHJJ Financial Advisors, Ltd.New Position+5K+$124K
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew Position+4K+$109K
CX InstitutionalNew Position+4K+$96K
Camelot Portfolios, LLCNew Position+3K+$68K
Noble Wealth Management PBCNew Position+2K+$43K

SFEB — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
OSAIC HOLDINGS, INC.Decreased-145K-$5.8B
RAYMOND JAMES FINANCIAL INCDecreased-35K-$3.3B
Diligent Investors, LLCDecreased-115-$2.0B
SUSQUEHANNA INTERNATIONAL GROUP, LLPDecreased-34K-$1.1B
Kestra Advisory Services, LLCDecreased-5K-$1.0B
HARBOUR INVESTMENTS, INC.Decreased-16K-$883.4M
Mariner, LLCDecreased-3K-$428.7M
Sigma Planning CorpClosed Position-17K-$379.2M
Sunbelt Securities, Inc.Decreased-225-$278.1M
Focus Partners Advisor Solutions, LLCClosed Position-10K-$219.3M
IFP Advisors, IncDecreased-3K-$80.4M
UBS Group AGDecreased-385-$11.7M
Steward Partners Investment Advisory, LLCDecreased-8-$10.8M
MAI Capital ManagementClosed Position-250-$5.7M
PRINCIPAL SECURITIES, INC.Closed Position-200-$4.6M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1BFI Wealth Solutions, LLC145,144$3.4M3.25%Share
2Diligent Investors, LLC86,440$2.0M0.50%Share
3TRUIST FINANCIAL CORP64,099$1.5M0.00%Share
4COMMONWEALTH EQUITY SERVICES, LLC49,308$1.0M0.00%Share
5OSAIC HOLDINGS, INC.68,109$1.0M0.00%Share
6OSAIC HOLDINGS, INC.43,826$1.0M0.00%Share
7RAYMOND JAMES FINANCIAL INC77,528$1.0M0.00%Share
8ENVESTNET ASSET MANAGEMENT INC69,734$1.0M0.00%Share
9Cetera Investment Advisers71,638$1.0M0.00%Share
10SOA Wealth Advisors, LLC.41,449$974K0.16%Share
11Grantvest Financial Group LLC32,077$753K0.48%Share
12HARBOUR INVESTMENTS, INC.22,748$534K0.01%Share
13NorthCrest Asset Manangement, LLC22,098$526K0.01%Share
14Keystone Wealth Services, LLC20,541$482K0.10%Share
15CARY STREET PARTNERS FINANCIAL LLC19,152$450K0.01%Share
16SILVER OAK SECURITIES, INCORPORATED14,285$336K0.02%Share
17Sunbelt Securities, Inc.11,982$281K0.02%Share
18Marshall Financial Group, LLC9,962$234K0.05%Share
19Spire Wealth Management8,376$196K0.01%Share
20Capital Analysts, LLC5,297$124K0.00%Share
21DHJJ Financial Advisors, Ltd.5,281$124K0.04%Share
22WEALTH ENHANCEMENT ADVISORY SERVICES, LLC4,487$109K0.00%Share
23CX Institutional4,082$96K0.00%Share
24Camelot Portfolios, LLC2,911$68K0.04%Share
25Benson Wealth Management INC1,377$32K0.04%Share
26BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC1,252$29K0.00%Share
27Capital Analysts, LLC1,174$28K0.00%Share
28Noble Wealth Management PBC1,100$25K0.01%Share
29Noble Wealth Management PBC800$18K0.01%Share
30UBS Group AG127$2K0.00%Share
31Benson Wealth Management INC65$1K0.00%Share
32Mariner, LLC15,900$00.00%Share
33Pinnacle Wealth Planning Services, Inc.2,521$00.00%Share
34Arkadios Wealth Advisors1,592$00.00%Share
35Arkadios Wealth Advisors20,278$00.00%Share
36Kestra Advisory Services, LLC41,484$00.00%Share
37LPL Financial LLC28,969$00.00%Share
38Steward Partners Investment Advisory, LLC467$00.00%Share
39Cambridge Investment Research Advisors, Inc.15,706$00.00%Share
40Orion Porfolio Solutions, LLC30,683$00.00%Share
41IFP Advisors, Inc753$00.00%Share
42RAYMOND JAMES FINANCIAL INC33,651$00.00%Share
43SUSQUEHANNA INTERNATIONAL GROUP, LLP13,745$00.00%Share
44Rockefeller Capital Management L.P.7,431$00.00%Share

SFEB Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202538$18.4M+15
Q3 202523$19.3B-10
Q2 202533$25.6B-3
Q1 202536$27.1B-3
Q4 202439$4.4T+10
Q3 202429$11.6T-3
Q2 202432$14.8T+14
Q1 202418$9.4T

As of Q4 2025, 44 institutional investors hold SFEB (FIRST TR EXCHNG TRADED FD VI). The largest holder is BFI Wealth Solutions, LLC with $3.4M in shares. This quarter, 15 institutions opened new positions and 4 closed their positions.

Frequently Asked Questions

How many hedge funds own SFEB?

As of Q4 2025, 44 institutional investors report holding SFEB (FIRST TR EXCHNG TRADED FD VI) in their 13F filings.

Who is the largest institutional holder of SFEB?

The largest institutional holder of SFEB is BFI Wealth Solutions, LLC with $3.4M in shares.

Is institutional ownership of SFEB increasing or decreasing?

This quarter, 15 institutions opened new positions in SFEB and 4 closed their positions.