Filing Research | FIRST TR EXCH TRADED FD III Institutional Holdings

Snapshot holdings

50 / 88 loaded

#		Instrument	quantity
1	RMR Wealth Builders	Shares	351.7KSH	$18.1M
2	TRUE BLUE FINANCIAL, LLC	Shares	282.0KSH	$14.5M
3	Composition Wealth, LLC	Shares	251.3KSH	$12.9M
4	First Heartland Consultants, Inc.	Shares	158.8KSH	$8.2M
5	ERn Financial, LLC	Shares	152.8KSH	$7.8M
6	Sequoia Financial Advisors, LLC	Shares	134.2KSH	$6.9M
7	CWA Asset Management Group, LLC	Shares	127.2KSH	$6.5M
8	Blackhawk Capital Partners, LLC	Shares	115.9KSH	$6.0M
9	Brady Martz Wealth Solutions, LLC	Shares	97.5KSH	$5.0M
10	COUNTRY TRUST BANK	Shares	88.1KSH	$4.5M
11	Magnus Financial Group LLC	Shares	85.9KSH	$4.4M
12	Etesian Wealth Advisors, Inc.	Shares	85.6KSH	$4.4M
13	Investment Planning Advisors, Inc.	Shares	77.5KSH	$4.0M
14	EdgeRock Capital LLC	Shares	69.0KSH	$3.5M
15	ABLE Financial Group, LLC	Shares	64.8KSH	$3.3M
16	ARKANSAS FINANCIAL GROUP, INC.	Shares	63.3KSH	$3.3M
17	VAQUERO PRIVATE WEALTH, LTD	Shares	62.5KSH	$3.2M
18	Prospera Financial Services Inc	Shares	57.4KSH	$2.9M
19	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	57.3KSH	$2.9M
20	ARWA LLC	Shares	55.6KSH	$2.8M
21	D.A. DAVIDSON & CO.	Shares	54.9KSH	$2.8M
22	INSPIRION WEALTH ADVISORS, LLC	Shares	51.5KSH	$2.6M
23	SENTINEL PENSION ADVISORS, LLC	Shares	51.2KSH	$2.6M
24	Pine Valley Investments Ltd Liability Co	Shares	48.9KSH	$2.5M
25	Golden State Wealth Management, LLC	Shares	43.4KSH	$2.2M
26	Heck Capital Advisors, LLC	Shares	43.0KSH	$2.2M
27	Midwest Financial Group LLC	Shares	42.3KSH	$2.2M
28	RFG Advisory, LLC	Shares	41.8KSH	$2.1M
29	Envestnet Portfolio Solutions, Inc.	Shares	41.7KSH	$2.1M
30	Weitzel Financial Services, Inc.	Shares	36.9KSH	$1.9M
31	Friday Financial	Shares	35.9KSH	$1.8M
32	LEGACY SOLUTIONS, LLC	Shares	32.4KSH	$1.7M
33	Dynamic Advisor Solutions LLC	Shares	32.0KSH	$1.6M
34	Insight Wealth Strategies, LLC	Shares	27.9KSH	$1.4M
35	Capital Investment Advisory Services, LLC	Shares	26.4KSH	$1.4M
36	BENJAMIN EDWARDS INC	Shares	25.9KSH	$1.3M
37	Hobart Private Capital, LLC	Shares	25.9KSH	$1.3M
38	Sowell Financial Services LLC	Shares	24.0KSH	$1.2M
39	IFP Advisors, Inc	Shares	22.7KSH	$1.2M
40	Syntegra Private Wealth Group, LLC	Shares	21.5KSH	$1.1M
41	CHIRON CAPITAL MANAGEMENT, LLC	Shares	20.5KSH	$1.1M
42	Brookstone Capital Management	Shares	19.5KSH	$1.0M
43	Milestones Private Investment Advisors LLC	Shares	19.2KSH	$984.0K
44	Crumly & Associates Inc.	Shares	18.4KSH	$944.4K
45	TL Private Wealth	Shares	18.0KSH	$921.7K
46	CARY STREET PARTNERS FINANCIAL LLC	Shares	17.8KSH	$912.7K
47	LVZ, Inc.	Shares	17.2KSH	$883.2K
48	Southland Equity Partners LLC	Shares	16.2KSH	$834.1K
49	Merit Financial Group, LLC	Shares	16.0KSH	$820.4K
50	Warren Street Wealth Advisors, LLC	Shares	14.9KSH	$764.9K

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

50 / 92 loaded

#		Instrument
1	Midwest Financial Group LLC new	Shares	+42.3K	+$2.2M	$2.2M
2	RMR Wealth Builders added	Shares	+18.7K	+$1.2M	$18.1M
3	CHIRON CAPITAL MANAGEMENT, LLC new	Shares	+20.5K	+$1.1M	$1.1M
4	CARY STREET PARTNERS FINANCIAL LLC new	Shares	+17.8K	+$912.7K	$912.7K
5	D.A. DAVIDSON & CO. added	Shares	+17.0K	+$900.7K	$2.8M
6	TRUE BLUE FINANCIAL, LLC added	Shares	+12.6K	+$835.2K	$14.5M
7	First Heartland Consultants, Inc. added	Shares	+13.6K	+$802.4K	$8.2M
8	ABLE Financial Group, LLC added	Shares	+13.5K	+$730.6K	$3.3M
9	White Wing Wealth Management new	Shares	+13.9K	+$714.5K	$714.5K
10	ARWA LLC added	Shares	+12.1K	+$613.3K	$2.8M
11	RFG Advisory, LLC added	Shares	+10.0K	+$535.5K	$2.1M
12	NAPLES GLOBAL ADVISORS, LLC new	Shares	+7.9K	+$405.8K	$405.8K
13	LexAurum Advisors, LLC new	Shares	+7.2K	+$371.6K	$371.6K
14	Envestnet Portfolio Solutions, Inc. added	Shares	+6.7K	+$369.1K	$2.1M
15	Farther Finance Advisors, LLC added	Shares	+6.6K	+$341.8K	$404.6K
16	J.W. COLE ADVISORS, INC. new	Shares	+6.2K	+$316.2K	$316.2K
17	Hobart Private Capital, LLC added	Shares	+5.4K	+$293.8K	$1.3M
18	Total Clarity Wealth Management, Inc. added	Shares	+5.2K	+$274.0K	$621.9K
19	Friday Financial added	Shares	+4.4K	+$246.4K	$1.8M
20	COUNTRY TRUST BANK added	Shares	+3.2K	+$226.8K	$4.5M
21	BENJAMIN EDWARDS INC added	Shares	+4.0K	+$219.2K	$1.3M
22	TL Private Wealth added	Shares	+4.0K	+$207.7K	$921.7K
23	Blackhawk Capital Partners, LLC added	Shares	+1.8K	+$172.4K	$6.0M
24	Magnus Financial Group LLC added	Shares	+1.9K	+$157.1K	$4.4M
25	Brookstone Capital Management added	Shares	+2.7K	+$151.0K	$1.0M
26	CoreCap Advisors, LLC added	Shares	+2.6K	+$137.5K	$405.1K
27	ERn Financial, LLC added	Shares	+496	+$133.2K	$7.8M
28	Insight Wealth Strategies, LLC added	Shares	+1.8K	+$111.7K	$1.4M
29	CWA Asset Management Group, LLC added	Shares	+425	+$111.5K	$6.5M
30	Prospera Financial Services Inc added	Shares	+1.3K	+$108.1K	$2.9M
31	Creative Capital Management Investments LLC new	Shares	+2.0K	+$104.6K	$104.6K
32	Investment Planning Advisors, Inc. added	Shares	+745	+$92.6K	$4.0M
33	LEGACY SOLUTIONS, LLC added	Shares	+683	+$57.5K	$1.7M
34	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+1.0K	+$52.8K	$178.4K
35	Heck Capital Advisors, LLC added	Shares	+320	+$46.6K	$2.2M
36	Composition Wealth, LLC trimmed	Shares	-2.7K	+$43.4K	$12.9M
37	ShoreHaven Wealth Partners, LLC added	Shares	+730	+$42.7K	$416.5K
38	Weitzel Financial Services, Inc. added	Shares	+180	+$33.9K	$1.9M
39	AdvisorNet Financial, Inc new	Shares	+609	+$31.3K	$31.3K
40	SENTINEL PENSION ADVISORS, LLC added	Shares	+180	+$28.8K	$2.6M
41	Sowell Financial Services LLC added	Shares	+97	+$21.8K	$1.2M
42	INSPIRION WEALTH ADVISORS, LLC trimmed	Shares	-400	+$16.4K	$2.6M
43	Capital Investment Advisory Services, LLC trimmed	Shares	-77	+$14.8K	$1.4M
44	Milestones Private Investment Advisors LLC unchanged	Shares	0	+$13.5K	$984.0K
45	Crumly & Associates Inc. unchanged	Shares	0	+$13.0K	$944.4K
46	Southland Equity Partners LLC unchanged	Shares	0	+$11.5K	$834.1K
47	Advisory Resource Group added	Shares	+104	+$11.2K	$432.1K
48	Dynamic Advisor Solutions LLC trimmed	Shares	-248	+$10.1K	$1.6M
49	Legacy Private Trust Co. added	Shares	+50	+$9.7K	$518.7K
50	Murphy, Middleton, Hinkle & Parker, Inc. unchanged	Shares	0	+$8.6K	$626.7K

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