Filing Research | FIRST TR EXCHNG TRADED FD VI Institutional Holdings

Snapshot holdings

38 / 38 loaded

#		Instrument	quantity
1	MinichMacGregor Wealth Management, LLC	Shares	212.7KSH	$10.0M
2	Hartford Financial Management Inc.	Shares	162.2KSH	$7.6M
3	Sage Capital Advisors,llc	Shares	61.8KSH	$2.9M
4	Ritter Daniher Financial Advisory LLC / DE	Shares	47.3KSH	$2.2M
5	LifeWealth Investments, LLC	Shares	37.1KSH	$1.7M
6	Ignite Planners, LLC	Shares	28.7KSH	$1.3M
7	Foguth Wealth Management, LLC.	Shares	28.6KSH	$1.3M
8	Nova Wealth Management, Inc.	Shares	26.6KSH	$1.2M
9	Sowell Financial Services LLC	Shares	23.7KSH	$1.1M
10	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	Shares	23.5KSH	$1.1M
11	Camelot Portfolios, LLC	Shares	17.9KSH	$839.8K
12	TopTier Wealth Management, LLC	Shares	15.6KSH	$733.1K
13	Strategic Blueprint, LLC	Shares	14.9KSH	$699.3K
14	RFG Advisory, LLC	Shares	13.1KSH	$611.9K
15	Farther Finance Advisors, LLC	Shares	11.1KSH	$521.1K
16	IFP Advisors, Inc	Shares	10.9KSH	$509.8K
17	Commonwealth Financial Services, LLC	Shares	10.3KSH	$484.4K
18	Spire Wealth Management	Shares	10.2KSH	$478.3K
19	Lakeridge Wealth Management LLC	Shares	9.0KSH	$423.7K
20	CARY STREET PARTNERS FINANCIAL LLC	Shares	8.5KSH	$400.5K
21	Santori & Peters, Inc.	Shares	8.5KSH	$398.4K
22	Sound Income Strategies, LLC	Shares	8.3KSH	$389.0K
23	EVOLUTION WEALTH MANAGEMENT INC.	Shares	6.5KSH	$306.6K
24	Octavia Wealth Advisors, LLC	Shares	6.1KSH	$284.8K
25	Old Port Advisors	Shares	6.0KSH	$282.4K
26	First Heartland Consultants, Inc.	Shares	5.0KSH	$233.5K
27	Prospera Financial Services Inc	Shares	4.3KSH	$202.6K
28	Noble Wealth Management PBC	Shares	4.0KSH	$187.4K
29	Triumph Capital Management	Shares	3.9KSH	$184.7K
30	MeadowBrook Investment Advisors LLC	Shares	2.3KSH	$109.6K
31	SOA Wealth Advisors, LLC.	Shares	1.8KSH	$85.8K
32	Capital Investment Advisory Services, LLC	Shares	1.6KSH	$74.4K
33	CoreCap Advisors, LLC	Shares	1.2KSH	$56.7K
34	LANARK FINANCIAL, INC.	Shares	734SH	$34.4K
35	AdvisorNet Financial, Inc	Shares	650SH	$30.5K
36	DHJJ Financial Advisors, Ltd.	Shares	334SH	$15.6K
37	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	52SH	$2.4K
38	PARK AVENUE SECURITIES LLC	Shares	5.7KSH	$268

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

38 / 38 loaded

#		Instrument
1	MinichMacGregor Wealth Management, LLC added	Shares	+799	+$735.8K	$10.0M
2	Hartford Financial Management Inc. added	Shares	+788	+$568.9K	$7.6M
3	CARY STREET PARTNERS FINANCIAL LLC new	Shares	+8.5K	+$400.5K	$400.5K
4	Prospera Financial Services Inc new	Shares	+4.3K	+$202.6K	$202.6K
5	Sage Capital Advisors,llc trimmed	Shares	-35	+$202.0K	$2.9M
6	Farther Finance Advisors, LLC added	Shares	+3.2K	+$173.6K	$521.1K
7	LifeWealth Investments, LLC trimmed	Shares	-493	+$100.7K	$1.7M
8	Sowell Financial Services LLC added	Shares	+234	+$88.2K	$1.1M
9	RFG Advisory, LLC added	Shares	+1.0K	+$87.7K	$611.9K
10	Strategic Blueprint, LLC added	Shares	+700	+$79.7K	$699.3K
11	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors unchanged	Shares	0	+$77.5K	$1.1M
12	TopTier Wealth Management, LLC unchanged	Shares	0	+$51.6K	$733.1K
13	IFP Advisors, Inc unchanged	Shares	0	+$35.9K	$509.8K
14	Spire Wealth Management unchanged	Shares	0	+$33.6K	$478.3K
15	Ignite Planners, LLC trimmed	Shares	-1.5K	+$29.8K	$1.3M
16	Lakeridge Wealth Management LLC unchanged	Shares	0	+$29.8K	$423.7K
17	Santori & Peters, Inc. unchanged	Shares	0	+$28.0K	$398.4K
18	Camelot Portfolios, LLC trimmed	Shares	-727	+$27.4K	$839.8K
19	Sound Income Strategies, LLC unchanged	Shares	0	+$25.8K	$389.0K
20	EVOLUTION WEALTH MANAGEMENT INC. unchanged	Shares	0	+$21.6K	$306.6K
21	Octavia Wealth Advisors, LLC unchanged	Shares	0	+$20.0K	$284.8K
22	Old Port Advisors unchanged	Shares	0	+$19.9K	$282.4K
23	First Heartland Consultants, Inc. unchanged	Shares	0	+$16.4K	$233.5K
24	Noble Wealth Management PBC unchanged	Shares	0	+$13.2K	$187.4K
25	Triumph Capital Management unchanged	Shares	0	+$13.0K	$184.7K
26	MeadowBrook Investment Advisors LLC unchanged	Shares	0	+$7.7K	$109.6K
27	Commonwealth Financial Services, LLC trimmed	Shares	-609	+$7.5K	$484.4K
28	SOA Wealth Advisors, LLC. unchanged	Shares	0	+$6.0K	$85.8K
29	CoreCap Advisors, LLC trimmed	Shares	-22	+$3.0K	$56.7K
30	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC new	Shares	+52	+$2.4K	$2.4K
31	AdvisorNet Financial, Inc unchanged	Shares	0	+$2.1K	$30.5K
32	DHJJ Financial Advisors, Ltd. unchanged	Shares	0	+$1.1K	$15.6K
33	PARK AVENUE SECURITIES LLC added	Shares	+281	+$31	$268
34	LANARK FINANCIAL, INC. trimmed	Shares	-115	-$2.6K	$34.4K
35	Foguth Wealth Management, LLC. trimmed	Shares	-378	-$7.7K	$1.3M
36	Capital Investment Advisory Services, LLC trimmed	Shares	-342	-$9.7K	$74.4K
37	Nova Wealth Management, Inc. trimmed	Shares	-4.5K	-$109.9K	$1.2M
38	Ritter Daniher Financial Advisory LLC / DE trimmed	Shares	-6.1K	-$111.4K	$2.2M