Filing Research | FIRST TR EXCHANGE-TRADED FD Institutional Holdings

Snapshot holdings

50 / 60 loaded

#		Instrument	quantity
1	Systelligence, LLC	Shares	102.7KSH	$21.2M
2	Ocean Park Asset Management, LLC	Shares	50.3KSH	$10.4M
3	D.A. DAVIDSON & CO.	Shares	32.1KSH	$6.6M
4	Worthington Financial Partners, LLC	Shares	23.9KSH	$4.9M
5	Golden State Wealth Management, LLC	Shares	17.9KSH	$3.7M
6	Onyx Bridge Wealth Group LLC	Shares	16.2KSH	$3.3M
7	Mosley Wealth Management	Shares	15.1KSH	$3.1M
8	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	14.9KSH	$2.9M
9	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	Shares	10.4KSH	$2.1M
10	Cascade Investment Advisors, Inc.	Shares	8.6KSH	$1.8M
11	Triumph Capital Management	Shares	7.3KSH	$1.5M
12	PFG Advisors	Shares	5.6KSH	$1.2M
13	Prospera Financial Services Inc	Shares	5.2KSH	$1.1M
14	RDA Financial Network	Shares	5.0KSH	$1.0M
15	Investors Research Corp	Shares	4.4KSH	$901.2K
16	BENJAMIN EDWARDS INC	Shares	4.3KSH	$891.7K
17	Kraft, Davis & Associates, LLC	Shares	4.5KSH	$858.1K
18	Cornerstone Wealth Management, LLC	Shares	4.1KSH	$842.9K
19	ECLECTIC ASSOCIATES INC /ADV	Shares	3.4KSH	$708.0K
20	TCFG Investment Advisors, LLC	Shares	3.2KSH	$666.4K
21	RFG Advisory, LLC	Shares	3.2KSH	$665.9K
22	Boyce & Associates Wealth Consulting, Inc.	Shares	3.1KSH	$636.2K
23	Accredited Investors Inc.	Shares	2.6KSH	$546.2K
24	FLAGSTAR SECURITIES, INC	Shares	2.5KSH	$507.7K
25	COTTONWOOD CAPITAL ADVISORS, LLC	Shares	2.4KSH	$493.0K
26	Intrua Financial, LLC	Shares	2.3KSH	$472.2K
27	Purus Wealth Management, LLC	Shares	2.0KSH	$417.1K
28	October Effect Ltd	Shares	2.0KSH	$406.6K
29	Integris Wealth Management, LLC	Shares	1.8KSH	$365.4K
30	B. Riley Wealth Advisors, Inc.	Shares	1.7KSH	$338.4K
31	CITY HOLDING CO	Shares	1.6KSH	$331.9K
32	Dynamic Advisor Solutions LLC	Shares	1.6KSH	$327.3K
33	First Heartland Consultants, Inc.	Shares	1.6KSH	$326.2K
34	ADAMSBROWN WEALTH CONSULTANTS LLC	Shares	1.6KSH	$324.1K
35	Capital Investment Management, Inc.	Shares	1.5KSH	$310.2K
36	PUFF WEALTH MANAGEMENT, LLC	Shares	1.4KSH	$295.3K
37	Cannon Advisors, Inc.	Shares	1.5KSH	$289.1K
38	WILLNER & HELLER, LLC	Shares	1.3KSH	$277.1K
39	LANARK FINANCIAL, INC.	Shares	1.2KSH	$248.6K
40	Capital Investment Advisory Services, LLC	Shares	1.2KSH	$240.4K
41	Farther Finance Advisors, LLC	Shares	1.1KSH	$216.7K
42	TCV Trust & Wealth Management, Inc.	Shares	1.0KSH	$206.2K
43	Accel Wealth Management	Shares	985SH	$203.0K
44	Spire Wealth Management	Shares	638SH	$131.5K
45	Beaird Harris Wealth Management, LLC	Shares	274SH	$56.5K
46	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	250SH	$50.3K
47	Networth Advisors, LLC	Shares	225SH	$46.4K
48	IFP Advisors, Inc	Shares	200SH	$41.2K
49	CoreCap Advisors, LLC	Shares	114SH	$23.5K
50	GAMMA Investing LLC	Shares	100SH	$20.6K

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

50 / 61 loaded

#		Instrument
1	Ocean Park Asset Management, LLC new	Shares	+50.3K	+$10.4M	$10.4M
2	Systelligence, LLC added	Shares	+784	+$5.0M	$21.2M
3	Mosley Wealth Management added	Shares	+13.0K	+$2.8M	$3.1M
4	D.A. DAVIDSON & CO. added	Shares	+1.9K	+$1.8M	$6.6M
5	Worthington Financial Partners, LLC added	Shares	+300	+$1.2M	$4.9M
6	Triumph Capital Management added	Shares	+3.9K	+$971.2K	$1.5M
7	Golden State Wealth Management, LLC trimmed	Shares	-81	+$835.8K	$3.7M
8	Onyx Bridge Wealth Group LLC trimmed	Shares	-73	+$756.3K	$3.3M
9	Cascade Investment Advisors, Inc. added	Shares	+546	+$491.8K	$1.8M
10	PFG Advisors added	Shares	+901	+$409.4K	$1.2M
11	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-550	+$396.5K	$2.9M
12	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC trimmed	Shares	-654	+$388.5K	$2.1M
13	ADAMSBROWN WEALTH CONSULTANTS LLC new	Shares	+1.6K	+$324.1K	$324.1K
14	Prospera Financial Services Inc added	Shares	+406	+$312.8K	$1.1M
15	Capital Investment Advisory Services, LLC new	Shares	+1.2K	+$240.4K	$240.4K
16	FLAGSTAR SECURITIES, INC added	Shares	+774	+$239.6K	$507.7K
17	RDA Financial Network trimmed	Shares	-25	+$232.5K	$1.0M
18	Investors Research Corp unchanged	Shares	0	+$207.1K	$901.2K
19	TCV Trust & Wealth Management, Inc. new	Shares	+1.0K	+$206.2K	$206.2K
20	BENJAMIN EDWARDS INC unchanged	Shares	0	+$204.9K	$891.7K
21	Accel Wealth Management new	Shares	+985	+$203.0K	$203.0K
22	CITY HOLDING CO added	Shares	+720	+$190.6K	$331.9K
23	Cornerstone Wealth Management, LLC trimmed	Shares	-72	+$182.2K	$842.9K
24	TCFG Investment Advisors, LLC trimmed	Shares	-24	+$149.3K	$666.4K
25	Boyce & Associates Wealth Consulting, Inc. unchanged	Shares	0	+$146.2K	$636.2K
26	RFG Advisory, LLC trimmed	Shares	-105	+$136.3K	$665.9K
27	ECLECTIC ASSOCIATES INC /ADV trimmed	Shares	-171	+$136.2K	$708.0K
28	Spire Wealth Management new	Shares	+638	+$131.5K	$131.5K
29	Accredited Investors Inc. unchanged	Shares	0	+$125.5K	$546.2K
30	Dynamic Advisor Solutions LLC added	Shares	+267	+$117.6K	$327.3K
31	COTTONWOOD CAPITAL ADVISORS, LLC trimmed	Shares	-16	+$110.7K	$493.0K
32	Intrua Financial, LLC unchanged	Shares	0	+$108.5K	$472.2K
33	October Effect Ltd unchanged	Shares	0	+$93.4K	$406.6K
34	Purus Wealth Management, LLC trimmed	Shares	-50	+$87.9K	$417.1K
35	Integris Wealth Management, LLC unchanged	Shares	0	+$83.9K	$365.4K
36	B. Riley Wealth Advisors, Inc. unchanged	Shares	0	+$82.8K	$338.4K
37	First Heartland Consultants, Inc. unchanged	Shares	0	+$74.9K	$326.2K
38	Capital Investment Management, Inc. unchanged	Shares	0	+$71.3K	$310.2K
39	Farther Finance Advisors, LLC added	Shares	+125	+$67.3K	$216.7K
40	WILLNER & HELLER, LLC added	Shares	+10	+$65.3K	$277.1K
41	LANARK FINANCIAL, INC. unchanged	Shares	0	+$57.1K	$248.6K
42	Cannon Advisors, Inc. unchanged	Shares	0	+$49.5K	$289.1K
43	Networth Advisors, LLC new	Shares	+225	+$46.4K	$46.4K
44	Kraft, Davis & Associates, LLC trimmed	Shares	-8	+$44.6K	$858.1K
45	Quest 10 Wealth Builders, Inc. new	Shares	+86	+$17.7K	$17.7K
46	Beaird Harris Wealth Management, LLC unchanged	Shares	0	+$13.0K	$56.5K
47	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	+$10.0K	$50.3K
48	IFP Advisors, Inc unchanged	Shares	0	+$9.5K	$41.2K
49	CoreCap Advisors, LLC unchanged	Shares	0	+$5.4K	$23.5K
50	GAMMA Investing LLC unchanged	Shares	0	+$4.7K	$20.6K

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