Filing Research | FIRST TR EXCHNG TRADED FD VI Institutional Holdings

Snapshot holdings

50 / 55 loaded

#		Instrument	quantity
1	Centennial Wealth Advisory LLC	Shares	1.8MSH	$53.4M
2	Brookstone Capital Management	Shares	886.6KSH	$26.3M
3	FISCHER INVESTMENT STRATEGIES, LLC	Shares	708.0KSH	$21.0M
4	RFG Advisory, LLC	Shares	574.5KSH	$17.1M
5	MILESTONE ASSET MANAGEMENT, LLC	Shares	395.6KSH	$11.8M
6	Santori & Peters, Inc.	Shares	367.5KSH	$10.9M
7	PRECEDENT WEALTH PARTNERS, LLC	Shares	198.9KSH	$5.9M
8	Prospera Financial Services Inc	Shares	149.3KSH	$4.4M
9	Symphony Financial Services, Inc.	Shares	136.8KSH	$4.1M
10	IAMS WEALTH MANAGEMENT, LLC	Shares	112.7KSH	$3.4M
11	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	110.1KSH	$3.3M
12	Apollon Financial, LLC	Shares	101.9KSH	$3.0M
13	Compass Financial Services Inc	Shares	96.4KSH	$2.9M
14	IFP Advisors, Inc	Shares	91.2KSH	$2.7M
15	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	Shares	56.7KSH	$1.7M
16	Echo Wealth Management, LLC	Shares	47.6KSH	$1.4M
17	VIMA LLC	Shares	43.0KSH	$1.3M
18	Nicholas Wealth, LLC.	Shares	42.4KSH	$1.3M
19	LifeWealth Investments, LLC	Shares	36.5KSH	$1.1M
20	American Institute for Advanced Investment Management, LLP	Shares	31.2KSH	$926.0K
21	SECURED RETIREMENT ADVISORS, LLC	Shares	28.6KSH	$849.7K
22	Merit Financial Group, LLC	Shares	27.8KSH	$826.8K
23	EdgeRock Capital LLC	Shares	27.5KSH	$818.0K
24	Center for Financial Planning, Inc.	Shares	27.1KSH	$806.8K
25	CASCADE INVESTMENT GROUP, INC.	Shares	21.8KSH	$647.1K
26	Castleview Partners, LLC	Shares	21.5KSH	$640.2K
27	Strategic Blueprint, LLC	Shares	18.6KSH	$554.1K
28	Quad-Cities Investment Group, LLC	Shares	18.6KSH	$553.3K
29	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	Shares	15.6KSH	$463.4K
30	Alliance Wealth Advisors, LLC	Shares	15.5KSH	$459.7K
31	Chris Bulman Inc	Shares	15.0KSH	$445.4K
32	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	Shares	14.1KSH	$417.8K
33	ADAMSBROWN WEALTH CONSULTANTS LLC	Shares	13.7KSH	$408.6K
34	TopTier Wealth Management, LLC	Shares	13.3KSH	$396.2K
35	Onyx Bridge Wealth Group LLC	Shares	13.3KSH	$395.4K
36	CoreCap Advisors, LLC	Shares	13.2KSH	$393.2K
37	Cambridge Advisors Inc.	Shares	12.6KSH	$375.4K
38	Sowell Financial Services LLC	Shares	12.3KSH	$366.6K
39	Cornerstone Wealth Management, LLC	Shares	11.4KSH	$339.2K
40	BAM Wealth Management, LLC	Shares	10.7KSH	$316.5K
41	INDEPENDENT FINANCIAL GROUP, LLC	Shares	9.7KSH	$289.2K
42	BENJAMIN EDWARDS INC	Shares	9.2KSH	$273.1K
43	Golden State Wealth Management, LLC	Shares	8.9KSH	$265.0K
44	Encompass More Asset Management	Shares	8.8KSH	$260.9K
45	Envestnet Portfolio Solutions, Inc.	Shares	8.3KSH	$247.6K
46	MN Wealth Advisors, LLC	Shares	8.1KSH	$241.5K
47	Financial Designs Corp	Shares	7.7KSH	$228.3K
48	Core Wealth Partners LLC	Shares	7.4KSH	$221.1K
49	Farther Finance Advisors, LLC	Shares	5.8KSH	$173.5K
50	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	5.2KSH	$155.8K

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Manager changes2026-06-30 vs 2026-03-31

50 / 56 loaded

#		Instrument
1	RFG Advisory, LLC added	Shares	+312.2K	+$9.7M	$17.1M
2	Brookstone Capital Management added	Shares	+121.9K	+$4.9M	$26.3M
3	Symphony Financial Services, Inc. added	Shares	+110.0K	+$3.3M	$4.1M
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+75.2K	+$2.3M	$3.3M
5	Centennial Wealth Advisory LLC trimmed	Shares	-29.7K	+$2.3M	$53.4M
6	PRECEDENT WEALTH PARTNERS, LLC added	Shares	+65.2K	+$2.2M	$5.9M
7	IFP Advisors, Inc added	Shares	+48.7K	+$1.5M	$2.7M
8	Prospera Financial Services Inc added	Shares	+38.3K	+$1.3M	$4.4M
9	FISCHER INVESTMENT STRATEGIES, LLC trimmed	Shares	-11.7K	+$889.6K	$21.0M
10	Nicholas Wealth, LLC. added	Shares	+28.4K	+$869.1K	$1.3M
11	Santori & Peters, Inc. trimmed	Shares	-947	+$605.6K	$10.9M
12	Compass Financial Services Inc added	Shares	+12.7K	+$520.4K	$2.9M
13	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. new	Shares	+15.6K	+$463.4K	$463.4K
14	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors added	Shares	+9.1K	+$351.9K	$1.7M
15	MN Wealth Advisors, LLC new	Shares	+8.1K	+$241.5K	$241.5K
16	Financial Designs Corp new	Shares	+7.7K	+$228.3K	$228.3K
17	Core Wealth Partners LLC new	Shares	+7.4K	+$221.1K	$221.1K
18	Center for Financial Planning, Inc. added	Shares	+5.3K	+$194.7K	$806.8K
19	IAMS WEALTH MANAGEMENT, LLC trimmed	Shares	-1.3K	+$158.4K	$3.4M
20	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC new	Shares	+5.2K	+$155.8K	$155.8K
21	Quad-Cities Investment Group, LLC added	Shares	+4.1K	+$146.2K	$553.3K
22	CoreCap Advisors, LLC added	Shares	+3.9K	+$130.8K	$393.2K
23	Echo Wealth Management, LLC trimmed	Shares	-17	+$81.5K	$1.4M
24	Cornerstone Wealth Management, LLC added	Shares	+1.7K	+$66.7K	$339.2K
25	CASCADE INVESTMENT GROUP, INC. added	Shares	+588	+$53.9K	$647.1K
26	EdgeRock Capital LLC unchanged	Shares	0	+$47.3K	$818.0K
27	Apollon Financial, LLC trimmed	Shares	-4.6K	+$46.4K	$3.0M
28	Castleview Partners, LLC added	Shares	+4	+$37.2K	$640.2K
29	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+641	+$34.7K	$289.2K
30	Strategic Blueprint, LLC unchanged	Shares	0	+$32.1K	$554.1K
31	Alliance Wealth Advisors, LLC unchanged	Shares	0	+$26.6K	$459.7K
32	Chris Bulman Inc unchanged	Shares	0	+$25.8K	$445.4K
33	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC unchanged	Shares	0	+$24.2K	$417.8K
34	BAM Wealth Management, LLC added	Shares	+192	+$23.7K	$316.5K
35	Onyx Bridge Wealth Group LLC trimmed	Shares	-2	+$22.8K	$395.4K
36	Farther Finance Advisors, LLC added	Shares	+463	+$22.6K	$173.5K
37	SECURED RETIREMENT ADVISORS, LLC trimmed	Shares	-1.1K	+$19.6K	$849.7K
38	American Institute for Advanced Investment Management, LLP trimmed	Shares	-1.4K	+$15.8K	$926.0K
39	Encompass More Asset Management added	Shares	+10	+$15.4K	$260.9K
40	Golden State Wealth Management, LLC unchanged	Shares	0	+$15.3K	$265.0K
41	Envestnet Portfolio Solutions, Inc. trimmed	Shares	-44	+$13.1K	$247.6K
42	LifeWealth Investments, LLC trimmed	Shares	-2.1K	+$4.3K	$1.1M
43	DHJJ Financial Advisors, Ltd. unchanged	Shares	0	+$3.8K	$66.4K
44	JFS WEALTH ADVISORS, LLC new	Shares	+88	+$2.6K	$2.6K
45	Nova Wealth Management, Inc. unchanged	Shares	0	+$807	$13.9K
46	ALBION FINANCIAL GROUP /UT unchanged	Shares	0	+$616	$10.6K
47	SBI Securities Co., Ltd. added	Shares	+1	+$33	$89
48	Sowell Financial Services LLC trimmed	Shares	-1.1K	-$9.3K	$366.6K
49	BENJAMIN EDWARDS INC trimmed	Shares	-1.0K	-$12.3K	$273.1K
50	Sound Income Strategies, LLC exited	Shares	-585	-$16.4K	$0

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