Filing Research | FIRST TR EXCHNG TRADED FD VI Institutional Holdings

Snapshot holdings

31 / 31 loaded

#		Instrument	quantity
1	ACORN FINANCIAL ADVISORY SERVICES INC /ADV	Shares	70.8KSH	$3.7M
2	SOA Wealth Advisors, LLC.	Shares	44.1KSH	$2.3M
3	Brookstone Capital Management	Shares	29.5KSH	$1.5M
4	Envestnet Portfolio Solutions, Inc.	Shares	24.3KSH	$1.3M
5	Fragasso Financial Advisors Inc	Shares	21.5KSH	$1.1M
6	RFG Advisory, LLC	Shares	17.7KSH	$924.2K
7	CoreCap Advisors, LLC	Shares	15.9KSH	$832.2K
8	Bison Wealth, LLC	Shares	15.7KSH	$827.8K
9	Midwest Financial Network, LLC	Shares	14.6KSH	$765.8K
10	Octavia Wealth Advisors, LLC	Shares	12.5KSH	$654.8K
11	Strategic Blueprint, LLC	Shares	11.5KSH	$602.2K
12	Financial Life Planners	Shares	8.2KSH	$431.3K
13	DHJJ Financial Advisors, Ltd.	Shares	7.5KSH	$393.6K
14	LEGACY SOLUTIONS, LLC	Shares	7.5KSH	$390.0K
15	J.W. COLE ADVISORS, INC.	Shares	7.2KSH	$378.9K
16	Accel Wealth Management	Shares	7.0KSH	$366.0K
17	Sowell Financial Services LLC	Shares	7.0KSH	$365.0K
18	IFP Advisors, Inc	Shares	6.9KSH	$362.8K
19	LANARK FINANCIAL, INC.	Shares	6.7KSH	$350.1K
20	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	5.9KSH	$309.5K
21	First Heartland Consultants, Inc.	Shares	5.5KSH	$292.2K
22	Farther Finance Advisors, LLC	Shares	5.4KSH	$282.6K
23	Prospera Financial Services Inc	Shares	4.9KSH	$256.3K
24	LVZ, Inc.	Shares	4.1KSH	$216.6K
25	Madrona Financial Services, LLC	Shares	4.0KSH	$211.1K
26	Sound Income Strategies, LLC	Shares	4.0KSH	$206.6K
27	EVOLUTION WEALTH MANAGEMENT INC.	Shares	1.1KSH	$57.3K
28	Capital Investment Advisory Services, LLC	Shares	629SH	$32.9K
29	Noble Wealth Management PBC	Shares	400SH	$20.9K
30	Cape Investment Advisory, Inc.	Shares	290SH	$15.2K
31	PARK AVENUE SECURITIES LLC	Shares	8.0KSH	$416

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

35 / 35 loaded

#		Instrument
1	J.W. COLE ADVISORS, INC. new	Shares	+7.2K	+$378.9K	$378.9K
2	ACORN FINANCIAL ADVISORY SERVICES INC /ADV trimmed	Shares	-30	+$325.1K	$3.7M
3	LVZ, Inc. new	Shares	+4.1K	+$216.6K	$216.6K
4	Madrona Financial Services, LLC new	Shares	+4.0K	+$211.1K	$211.1K
5	SOA Wealth Advisors, LLC. trimmed	Shares	-75	+$199.6K	$2.3M
6	RFG Advisory, LLC added	Shares	+2.0K	+$177.4K	$924.2K
7	Farther Finance Advisors, LLC added	Shares	+2.1K	+$125.0K	$282.6K
8	Fragasso Financial Advisors Inc trimmed	Shares	-42	+$86.8K	$1.1M
9	CoreCap Advisors, LLC added	Shares	+270	+$86.2K	$832.2K
10	Octavia Wealth Advisors, LLC unchanged	Shares	0	+$57.7K	$654.8K
11	Envestnet Portfolio Solutions, Inc. trimmed	Shares	-1.3K	+$51.5K	$1.3M
12	Financial Life Planners unchanged	Shares	0	+$38.0K	$431.3K
13	DHJJ Financial Advisors, Ltd. unchanged	Shares	0	+$34.7K	$393.6K
14	LEGACY SOLUTIONS, LLC unchanged	Shares	0	+$34.4K	$390.0K
15	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-96	+$22.7K	$309.5K
16	LANARK FINANCIAL, INC. trimmed	Shares	-225	+$20.1K	$350.1K
17	Sound Income Strategies, LLC unchanged	Shares	0	+$17.1K	$206.6K
18	Cape Investment Advisory, Inc. new	Shares	+290	+$15.2K	$15.2K
19	Bison Wealth, LLC unchanged	Shares	0	+$14.6K	$827.8K
20	Sowell Financial Services LLC trimmed	Shares	-380	+$14.1K	$365.0K
21	EVOLUTION WEALTH MANAGEMENT INC. unchanged	Shares	0	+$5.0K	$57.3K
22	Capital Investment Advisory Services, LLC unchanged	Shares	0	+$2.9K	$32.9K
23	PARK AVENUE SECURITIES LLC trimmed	Shares	-324	+$21	$416
24	First Heartland Consultants, Inc. trimmed	Shares	-609	-$539	$292.2K
25	Noble Wealth Management PBC trimmed	Shares	-375	-$16.0K	$20.9K
26	Prospera Financial Services Inc trimmed	Shares	-1.7K	-$56.1K	$256.3K
27	Midwest Financial Network, LLC trimmed	Shares	-3.9K	-$120.6K	$765.8K
28	IFP Advisors, Inc trimmed	Shares	-3.7K	-$142.4K	$362.8K
29	Accel Wealth Management trimmed	Shares	-4.8K	-$198.0K	$366.0K
30	Pacific Excel Wealth Advisors, Inc. exited	Shares	-5.3K	-$252.4K	$0
31	Brookstone Capital Management trimmed	Shares	-8.4K	-$263.9K	$1.5M
32	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC exited	Shares	-7.6K	-$363.7K	$0
33	WORLD EQUITY GROUP, INC. exited	Shares	-12.1K	-$576.9K	$0
34	Strategic Blueprint, LLC trimmed	Shares	-13.3K	-$582.8K	$602.2K
35	BAM Wealth Management, LLC exited	Shares	-92.0K	-$4.4M	$0