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

$25.81+0.07 (+0.26%)BATS

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$4.000000200000012e+189T

% of Float Held

—

QoQ Change in Holders

+13 / -4

Price History

$20.81$22.20$23.60$24.99$26.39Oct 24Jun 25Mar 26

SAUG — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Global Assets Advisory, LLCNew Position+42K+$1.0B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+69K+$1.0B
Grantvest Financial Group LLCNew Position+39K+$987.0M
WEALTHGARDEN F.S. LLCNew Position+18K+$480.0M
OLD MISSION CAPITAL LLCIncreased+15K+$384.4M
SILVER OAK SECURITIES, INCORPORATEDNew Position+13K+$335.0M
SOA Wealth Advisors, LLC.New Position+8K+$204.0M
DHJJ Financial Advisors, Ltd.New Position+7K+$174.0M
MTM Investment Management, LLCNew Position+7K+$167.0M
Spire Wealth ManagementNew Position+6K+$158.0M
Camelot Portfolios, LLCNew Position+3K+$67.0M
Sunbelt Securities, Inc.Increased+1K+$27.3M
Geneos Wealth Management Inc.New Position+662+$16.0M
UBS Group AGNew Position+219+$5.0M
ACORN FINANCIAL ADVISORY SERVICES INC /ADVNew Position+88K+$2.2M

SAUG — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Maia Wealth LLCClosed Position-242K-$6.1B
LPL Financial LLCDecreased-1K-$1.6B
NewEdge Advisors, LLCDecreased-20K-$1.5B
OSAIC HOLDINGS, INC.Decreased-37K-$1.3B
RAYMOND JAMES FINANCIAL INCDecreased-970-$887.2M
Ameritas Investment Partners, Inc.Decreased-15-$719.1M
CITADEL ADVISORS LLCClosed Position-25K-$619.0M
HARBOUR INVESTMENTS, INC.Decreased-9K-$573.9M
Sigma Planning CorpClosed Position-15K-$379.5M
Rockefeller Capital Management L.P.Decreased-7-$323.7M
Integrated Advisors Network LLCDecreased-725-$226.3M
SECURED RETIREMENT ADVISORS, LLCDecreased-6K-$127.7M
AMERIFLEX GROUP, INC.Decreased-850-$21.6M
Ignite Planners, LLCDecreased-2K-$5.1M
Harvest Investment Services, LLCClosed Position-49K-$1.2M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1OSAIC HOLDINGS, INC.166,820$4.0B5.84%Share
2RAYMOND JAMES FINANCIAL INC97,017$2.0B0.62%Share
3SECURED RETIREMENT ADVISORS, LLC46,745$1.2B0.67%Share
4COMMONWEALTH EQUITY SERVICES, LLC69,089$1.0B1.33%Share
5Global Assets Advisory, LLC41,985$1.0B0.29%Share
6Grantvest Financial Group LLC38,726$987.0M0.63%Share
7Ignite Planners, LLC31,213$814.0M0.12%Share
8OLD MISSION CAPITAL LLC31,670$807.0M0.02%Share
9WEALTHGARDEN F.S. LLC18,308$480.0M0.32%Share
10SILVER OAK SECURITIES, INCORPORATED13,086$335.0M0.02%Share
11SOA Wealth Advisors, LLC.8,003$204.0M0.03%Share
12DHJJ Financial Advisors, Ltd.6,838$174.0M0.06%Share
13MTM Investment Management, LLC6,560$167.0M0.05%Share
14Spire Wealth Management6,231$158.0M0.01%Share
15CREATIVE FINANCIAL DESIGNS INC /ADV6,077$155.0M0.01%Share
16Sunbelt Securities, Inc.5,165$131.0M0.01%Share
17Camelot Portfolios, LLC2,656$67.0M0.04%Share
18AMERIFLEX GROUP, INC.850$21.0M0.01%Share
19Geneos Wealth Management Inc.662$16.0M0.00%Share
20UBS Group AG219$5.0M0.00%Share
21Cetera Investment Advisers145,311$3.0M0.00%Share
22ACORN FINANCIAL ADVISORY SERVICES INC /ADV88,106$2.2M0.33%Share
23ENVESTNET ASSET MANAGEMENT INC85,982$2.0M0.00%Share
24TRUIST FINANCIAL CORP73,835$1.9M0.00%Share
25BFI Wealth Solutions, LLC47,938$1.2M1.16%Share
26NorthCrest Asset Manangement, LLC38,971$1.0M0.02%Share
27Integrity Financial Corp /WA66$1.0M0.00%Share
28NewEdge Advisors, LLC41,491$1.0M0.00%Share
29Kestra Advisory Services, LLC70,695$1.0M0.00%Share
30LPL Financial LLC62,678$1.0M0.00%Share
31Crusonia Wealth Advisors LLC20,000$510K0.11%Share
32HARBOUR INVESTMENTS, INC.13,574$346K0.01%Share
33Capital Analysts, LLC12,924$330K0.01%Share
34Wood Tarver Financial Group, LLC10,689$272K0.08%Share
35KESTRA PRIVATE WEALTH SERVICES, LLC10,700$272K0.00%Share
36Merit Financial Group, LLC10,245$261K0.00%Share
37Diligent Investors, LLC8,150$207K0.05%Share
38CX Institutional3,913$100K0.00%Share
39Benson Wealth Management INC3,164$80K0.09%Share
40WEALTH ENHANCEMENT ADVISORY SERVICES, LLC640$22K0.00%Share
41NBC SECURITIES, INC.843$21K0.00%Share
42OSAIC HOLDINGS, INC.511$00.00%Share
43Cambridge Investment Research Advisors, Inc.32,580$00.00%Share
44MORGAN STANLEY727$00.00%Share
45MAI Capital Management1,250$00.00%Share
46AE Wealth Management LLC3,728$00.00%Share
47FOUNDATIONS INVESTMENT ADVISORS, LLC18,719$00.00%Share
48Steward Partners Investment Advisory, LLC6,750$00.00%Share
49Rockefeller Capital Management L.P.12,919$00.00%Share
50OSAIC HOLDINGS, INC.9,151$00.00%Share

SAUG Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202554$13.7B+22
Q3 202532$28.4B-4
Q2 202536$26.0B-8
Q1 202544$32.6B+2
Q4 202442$1.5T+11
Q3 202431$7.5T+6
Q2 202425$3.6T+3
Q1 202422$665.8T—

As of Q4 2025, 50 institutional investors hold SAUG (FIRST TR EXCHNG TRADED FD VI). The largest holder is OSAIC HOLDINGS, INC. with $4.0B in shares. This quarter, 13 institutions opened new positions and 4 closed their positions.

Frequently Asked Questions

How many hedge funds own SAUG?

As of Q4 2025, 50 institutional investors report holding SAUG (FIRST TR EXCHNG TRADED FD VI) in their 13F filings.

Who is the largest institutional holder of SAUG?

The largest institutional holder of SAUG is OSAIC HOLDINGS, INC. with $4.0B in shares.

Is institutional ownership of SAUG increasing or decreasing?

This quarter, 13 institutions opened new positions in SAUG and 4 closed their positions.