Filing Research | FIRST TR EXCHANGE-TRADED FD Institutional Holdings

Snapshot holdings

50 / 149 loaded

#		Instrument	quantity
1	Aaron Wealth Advisors LLC	Shares	620.0KSH	$30.9M
2	Trilogy Capital Inc.	Shares	574.8KSH	$28.6M
3	Heck Capital Advisors, LLC	Shares	559.9KSH	$27.9M
4	Prospera Financial Services Inc	Shares	524.5KSH	$26.1M
5	Brookstone Capital Management	Shares	448.8KSH	$22.3M
6	SEARCY FINANCIAL SERVICES INC /ADV	Shares	421.9KSH	$21.0M
7	INSPIRION WEALTH ADVISORS, LLC	Shares	420.5KSH	$20.9M
8	TL Private Wealth	Shares	351.1KSH	$17.4M
9	American Financial Advisors, LLC	Shares	341.9KSH	$17.0M
10	Fairvoy Private Wealth, LLC	Shares	336.4KSH	$16.7M
11	Prism Advisors, Inc.	Shares	316.6KSH	$15.8M
12	Secure Asset Management, LLC	Shares	296.9KSH	$14.8M
13	IFP Advisors, Inc	Shares	270.3KSH	$13.5M
14	Weitzel Financial Services, Inc.	Shares	267.2KSH	$13.3M
15	Redhawk Wealth Advisors, Inc.	Shares	260.6KSH	$13.0M
16	ADAMSBROWN WEALTH CONSULTANTS LLC	Shares	258.8KSH	$12.9M
17	PFS Partners, LLC	Shares	236.5KSH	$11.8M
18	Certified Advisory Corp	Shares	219.6KSH	$10.9M
19	Grove Bank & Trust	Shares	219.4KSH	$10.9M
20	Wealth Enhancement Trust Services, Inc.	Shares	208.6KSH	$10.4M
21	D.A. DAVIDSON & CO.	Shares	208.6KSH	$10.4M
22	Mainsail Financial Group, LLC	Shares	200.0KSH	$10.0M
23	LexAurum Advisors, LLC	Shares	193.3KSH	$9.6M
24	Darwin Wealth Management, LLC	Shares	192.5KSH	$9.6M
25	TCP Asset Management, LLC	Shares	188.8KSH	$9.4M
26	Farther Finance Advisors, LLC	Shares	185.5KSH	$9.2M
27	Centennial Wealth Advisory LLC	Shares	175.2KSH	$8.7M
28	EdgeRock Capital LLC	Shares	150.0KSH	$7.5M
29	MRA Advisory Group	Shares	148.2KSH	$7.4M
30	RFG Advisory, LLC	Shares	139.6KSH	$7.0M
31	GENESIS PRIVATE WEALTH, LLC	Shares	135.8KSH	$6.8M
32	Triumph Capital Management	Shares	135.1KSH	$6.7M
33	VAQUERO PRIVATE WEALTH, LTD	Shares	133.5KSH	$6.6M
34	RiverTree Advisors, LLC	Shares	129.8KSH	$6.5M
35	Envestnet Portfolio Solutions, Inc.	Shares	125.3KSH	$6.2M
36	Wilkerson Advisory Group LLC	Shares	99.4KSH	$5.0M
37	EverSource Wealth Advisors, LLC	Shares	97.6KSH	$4.9M
38	Avior Wealth Management, LLC	Shares	95.0KSH	$4.7M
39	Friedenthal Financial	Shares	89.2KSH	$4.4M
40	Braun-Bostich & Associates Inc.	Shares	86.7KSH	$4.3M
41	Ferguson Shapiro LLC	Shares	69.3KSH	$3.4M
42	Dominguez Wealth Management Solutions, Inc.	Shares	68.5KSH	$3.4M
43	Hidden Cove Wealth Management, LLC	Shares	66.1KSH	$3.3M
44	CoreCap Advisors, LLC	Shares	65.5KSH	$3.3M
45	Wealthcare Advisory Partners LLC	Shares	65.0KSH	$3.2M
46	Center for Financial Planning, Inc.	Shares	64.5KSH	$3.2M
47	Insight Inv LLC	Shares	62.9KSH	$3.1M
48	APS Management Group, Inc.	Shares	60.1KSH	$3.0M
49	BENJAMIN EDWARDS INC	Shares	59.8KSH	$3.0M
50	Commonwealth Financial Services, LLC	Shares	57.8KSH	$2.9M

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

50 / 153 loaded

#		Instrument
1	Certified Advisory Corp added	Shares	+213.2K	+$10.6M	$10.9M
2	Mainsail Financial Group, LLC added	Shares	+45.8K	+$2.3M	$10.0M
3	Split Rock Private Trading & Wealth Management, LLC new	Shares	+42.5K	+$2.1M	$2.1M
4	Redhawk Wealth Advisors, Inc. added	Shares	+32.8K	+$1.6M	$13.0M
5	Heck Capital Advisors, LLC added	Shares	+31.6K	+$1.6M	$27.9M
6	D.A. DAVIDSON & CO. added	Shares	+30.9K	+$1.5M	$10.4M
7	Wall Street Financial Group, Inc. new	Shares	+29.3K	+$1.5M	$1.5M
8	INSPIRION WEALTH ADVISORS, LLC added	Shares	+24.8K	+$1.2M	$20.9M
9	S Harris Financial Group, LLC new	Shares	+21.7K	+$1.1M	$1.1M
10	Fairvoy Private Wealth, LLC added	Shares	+21.0K	+$1.0M	$16.7M
11	O'Connor Financial Group LLC added	Shares	+19.4K	+$964.0K	$1.6M
12	RFG Advisory, LLC added	Shares	+19.4K	+$962.6K	$7.0M
13	Secure Asset Management, LLC added	Shares	+18.9K	+$930.1K	$14.8M
14	Wealth Enhancement Trust Services, Inc. added	Shares	+18.6K	+$917.7K	$10.4M
15	PARK NATIONAL CORP /OH/ added	Shares	+17.8K	+$887.5K	$1.5M
16	Towerpoint Wealth, LLC new	PUT	+4.1K	+$820.4K	$820.4K
17	Trilogy Capital Inc. added	Shares	+16.7K	+$815.9K	$28.6M
18	TCP Asset Management, LLC added	Shares	+16.3K	+$806.8K	$9.4M
19	CHIRON CAPITAL MANAGEMENT, LLC added	Shares	+15.5K	+$770.5K	$1.1M
20	PFS Partners, LLC added	Shares	+11.6K	+$571.9K	$11.8M
21	TL Private Wealth added	Shares	+14.0K	+$559.6K	$17.4M
22	Plus Group Wealth Advisors LLC added	Shares	+11.0K	+$548.6K	$2.7M
23	Grove Bank & Trust added	Shares	+11.0K	+$540.2K	$10.9M
24	Insight Inv LLC added	Shares	+10.8K	+$534.4K	$3.1M
25	Realta Investment Advisors added	Shares	+10.0K	+$499.7K	$499.8K
26	Braun-Bostich & Associates Inc. added	Shares	+9.8K	+$487.7K	$4.3M
27	Dynamic Advisor Solutions LLC added	Shares	+9.7K	+$481.8K	$851.5K
28	Aaron Wealth Advisors LLC added	Shares	+9.8K	+$467.8K	$30.9M
29	EverSource Wealth Advisors, LLC added	Shares	+9.4K	+$463.6K	$4.9M
30	LexAurum Advisors, LLC added	Shares	+9.2K	+$450.2K	$9.6M
31	BankPlus Wealth Management LLC new	Shares	+8.7K	+$432.8K	$432.8K
32	Accurate Wealth Management, LLC new	Shares	+7.9K	+$393.3K	$393.3K
33	HIGHLINE WEALTH PARTNERS LLC new	Shares	+7.6K	+$376.3K	$376.3K
34	TRUE BLUE FINANCIAL, LLC added	Shares	+7.4K	+$368.1K	$1.9M
35	LAUREL OAK WEALTH MANAGEMENT, LLC added	Shares	+6.3K	+$315.8K	$784.6K
36	Synergy Asset Management, LLC added	Shares	+6.3K	+$313.7K	$1.4M
37	Darwin Wealth Management, LLC added	Shares	+6.4K	+$311.5K	$9.6M
38	ADAMSBROWN WEALTH CONSULTANTS LLC added	Shares	+6.4K	+$310.8K	$12.9M
39	CRUX WEALTH ADVISORS new	Shares	+6.2K	+$309.1K	$309.1K
40	EdgeRock Capital LLC added	Shares	+5.9K	+$287.5K	$7.5M
41	MARINO, STRAM & ASSOCIATES LLC added	Shares	+5.3K	+$261.0K	$2.8M
42	BAM Wealth Management, LLC added	Shares	+5.2K	+$258.2K	$954.1K
43	Weitzel Financial Services, Inc. added	Shares	+3.2K	+$250.7K	$13.3M
44	Friedenthal Financial added	Shares	+5.0K	+$248.7K	$4.4M
45	Prism Advisors, Inc. added	Shares	+5.1K	+$245.1K	$15.8M
46	GENESIS PRIVATE WEALTH, LLC added	Shares	+4.7K	+$228.4K	$6.8M
47	Wealthcare Advisory Partners LLC added	Shares	+4.6K	+$225.0K	$3.2M
48	Crossmark Global Holdings, Inc. new	Shares	+4.5K	+$224.0K	$224.0K
49	Spire Wealth Management added	Shares	+4.4K	+$218.2K	$580.8K
50	Wilkerson Advisory Group LLC added	Shares	+4.4K	+$216.6K	$5.0M

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