# FIRST TR EXCHNG TRADED FD VI (UCON)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/UCON/

- Reporting holders: 15
- Reported value: $42.5M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $15.3M | 646,312 | 1.0% | 26 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $8.0M | 338,535 | 0.2% | 18 |
| [TrueWealth Advisors, LLC](https://holderbook.com/funds/1817714-truewealth-advisors-llc/) | $6.4M | 268,090 | 1.4% | 9 |
| [Tactive Advisors, LLC](https://holderbook.com/funds/2002409-tactive-advisors-llc/) | $5.1M | 216,209 | 1.2% | 7 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $3.7M | 157,864 | 0.0% | 10 |
| [PUFF WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/2052736-puff-wealth-management-llc/) | $986.7K | 41,555 | 0.9% | 7 |
| [WINEBRENNER CAPITAL MANAGEMENT LLC](https://holderbook.com/funds/2047728-winebrenner-capital-management-llc/) | $661.9K | 27,877 | 0.4% | 7 |
| [TITLEIST ASSET MANAGEMENT, LLC](https://holderbook.com/funds/1977759-titleist-asset-management-llc/) | $584.9K | 24,632 | 0.0% | 6 |
| [Balefire, LLC](https://holderbook.com/funds/1750924-balefire-llc/) | $574.0K | 24,172 | 0.1% | 6 |
| [Adelphi Trust Co](https://holderbook.com/funds/2106968-adelphi-trust-co/) | $418.5K | 17,624 | 0.3% | 2 |
| [PARK NATIONAL CORP /OH/](https://holderbook.com/funds/805676-park-national-corp-oh/) | $272.1K | 11,461 | 0.0% | 1 |
| [INSPIRION WEALTH ADVISORS, LLC](https://holderbook.com/funds/1633448-inspirion-wealth-advisors-llc/) | $204.0K | 8,593 | 0.0% | 18 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $147.0K | 6,193 | 0.1% | 2 |
| [Olistico Wealth, LLC](https://holderbook.com/funds/1962695-olistico-wealth-llc/) | $21.7K | 913 | 0.0% | 1 |
| [Investors Research Corp](https://holderbook.com/funds/1730630-investors-research-corp/) | $2.5K | 104 | 0.0% | 2 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 15 | $42.5M |
| Q2 2026 | 273 | $2.9B |
| Q1 2026 | 273 | $3.0B |
| Q4 2025 | 282 | $2.6B |
| Q3 2025 | 263 | $2.4B |
| Q2 2025 | 275 | $2.5B |
| Q1 2025 | 289 | $3.0B |
| Q4 2024 | 301 | $2.8B |
| Q3 2024 | 257 | $2.5B |
| Q2 2024 | 241 | $2.1B |
| Q1 2024 | 219 | $2.1B |
| Q4 2023 | 212 | $1.7B |