Filing Research | FIRST TR EXCHNG TRADED FD VI Institutional Holdings

Snapshot holdings

40 / 40 loaded

#		Instrument	quantity
1	FOCUS Wealth Advisors, LLC	Shares	488.8KSH	$27.5M
2	Strategic Blueprint, LLC	Shares	102.9KSH	$5.8M
3	BAM Wealth Management, LLC	Shares	100.1KSH	$5.6M
4	Ignite Planners, LLC	Shares	74.6KSH	$4.2M
5	WESPAC Advisors SoCal, LLC	Shares	41.5KSH	$2.3M
6	INDEPENDENT FINANCIAL GROUP, LLC	Shares	32.7KSH	$1.8M
7	NEW WAVE WEALTH ADVISORS LLC	Shares	28.1KSH	$1.6M
8	Accel Wealth Management	Shares	22.1KSH	$1.2M
9	Brookstone Capital Management	Shares	19.3KSH	$1.1M
10	Focus Financial Network, Inc.	Shares	17.2KSH	$966.9K
11	RFG Advisory, LLC	Shares	16.3KSH	$915.4K
12	DHJJ Financial Advisors, Ltd.	Shares	15.9KSH	$892.9K
13	Stonebridge Financial Group, LLC	Shares	15.6KSH	$879.5K
14	TopTier Wealth Management, LLC	Shares	15.5KSH	$872.5K
15	HBW ADVISORY SERVICES LLC	Shares	14.9KSH	$834.7K
16	CoreCap Advisors, LLC	Shares	13.9KSH	$783.9K
17	SOA Wealth Advisors, LLC.	Shares	12.0KSH	$672.4K
18	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	11.8KSH	$666.2K
19	Fragasso Financial Advisors Inc	Shares	11.6KSH	$649.8K
20	Farther Finance Advisors, LLC	Shares	11.5KSH	$644.2K
21	Merit Financial Group, LLC	Shares	11.4KSH	$642.4K
22	WORLD EQUITY GROUP, INC.	Shares	11.0KSH	$619.2K
23	Prospera Financial Services Inc	Shares	9.2KSH	$515.5K
24	LEGACY SOLUTIONS, LLC	Shares	7.5KSH	$424.0K
25	Apollon Wealth Management, LLC	Shares	6.4KSH	$357.7K
26	NOVEM GROUP	Shares	6.3KSH	$352.6K
27	Chris Bulman Inc	Shares	6.2KSH	$349.0K
28	Sowell Financial Services LLC	Shares	6.0KSH	$337.6K
29	Foguth Wealth Management, LLC.	Shares	5.9KSH	$329.1K
30	Envestnet Portfolio Solutions, Inc.	Shares	5.8KSH	$327.9K
31	IFP Advisors, Inc	Shares	4.9KSH	$274.0K
32	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	Shares	4.2KSH	$235.0K
33	First Heartland Consultants, Inc.	Shares	3.7KSH	$207.8K
34	Maltin Wealth Management, Inc.	Shares	3.6KSH	$201.8K
35	Monetary Solutions, Ltd	Shares	2.8KSH	$155.2K
36	LANARK FINANCIAL, INC.	Shares	2.5KSH	$140.9K
37	Triumph Capital Management	Shares	506SH	$28.4K
38	Nova Wealth Management, Inc.	Shares	500SH	$28.1K
39	Cape Investment Advisory, Inc.	Shares	270SH	$15.2K
40	PARK AVENUE SECURITIES LLC	Shares	7.4KSH	$414

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

42 / 42 loaded

#		Instrument
1	Strategic Blueprint, LLC new	Shares	+102.9K	+$5.8M	$5.8M
2	BAM Wealth Management, LLC new	Shares	+100.1K	+$5.6M	$5.6M
3	FOCUS Wealth Advisors, LLC added	Shares	+8.5K	+$2.1M	$27.5M
4	INDEPENDENT FINANCIAL GROUP, LLC new	Shares	+32.7K	+$1.8M	$1.8M
5	NEW WAVE WEALTH ADVISORS LLC new	Shares	+28.1K	+$1.6M	$1.6M
6	HBW ADVISORY SERVICES LLC new	Shares	+14.9K	+$834.7K	$834.7K
7	Brookstone Capital Management added	Shares	+12.3K	+$712.8K	$1.1M
8	WORLD EQUITY GROUP, INC. new	Shares	+11.0K	+$619.2K	$619.2K
9	Ignite Planners, LLC added	Shares	+6.4K	+$591.3K	$4.2M
10	Apollon Wealth Management, LLC new	Shares	+6.4K	+$357.7K	$357.7K
11	Chris Bulman Inc new	Shares	+6.2K	+$349.0K	$349.0K
12	Envestnet Portfolio Solutions, Inc. new	Shares	+5.8K	+$327.9K	$327.9K
13	IFP Advisors, Inc added	Shares	+3.9K	+$219.9K	$274.0K
14	Farther Finance Advisors, LLC added	Shares	+3.4K	+$214.0K	$644.2K
15	First Heartland Consultants, Inc. new	Shares	+3.7K	+$207.8K	$207.8K
16	Maltin Wealth Management, Inc. new	Shares	+3.6K	+$201.8K	$201.8K
17	DHJJ Financial Advisors, Ltd. added	Shares	+2.7K	+$198.6K	$892.9K
18	RFG Advisory, LLC added	Shares	+1.9K	+$156.2K	$915.4K
19	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+2.2K	+$156.1K	$666.2K
20	TopTier Wealth Management, LLC added	Shares	+1.4K	+$128.3K	$872.5K
21	CoreCap Advisors, LLC added	Shares	+382	+$67.6K	$783.9K
22	LANARK FINANCIAL, INC. added	Shares	+1.0K	+$62.6K	$140.9K
23	Focus Financial Network, Inc. trimmed	Shares	-1	+$58.4K	$966.9K
24	Stonebridge Financial Group, LLC unchanged	Shares	0	+$53.2K	$879.5K
25	Accel Wealth Management trimmed	Shares	-485	+$49.6K	$1.2M
26	Merit Financial Group, LLC unchanged	Shares	0	+$38.9K	$642.4K
27	Prospera Financial Services Inc unchanged	Shares	0	+$31.2K	$515.5K
28	LEGACY SOLUTIONS, LLC unchanged	Shares	0	+$25.6K	$424.0K
29	Triumph Capital Management added	Shares	+450	+$25.5K	$28.4K
30	NOVEM GROUP trimmed	Shares	-90	+$16.6K	$352.6K
31	Cape Investment Advisory, Inc. new	Shares	+270	+$15.2K	$15.2K
32	Sowell Financial Services LLC trimmed	Shares	-186	+$10.6K	$337.6K
33	Monetary Solutions, Ltd unchanged	Shares	0	+$9.4K	$155.2K
34	PARK AVENUE SECURITIES LLC added	Shares	+1.3K	+$92	$414
35	Foguth Wealth Management, LLC. unchanged	Shares	0	-$2.6K	$329.1K
36	Fragasso Financial Advisors Inc trimmed	Shares	-779	-$8.3K	$649.8K
37	SOA Wealth Advisors, LLC. trimmed	Shares	-1.0K	-$13.0K	$672.4K
38	Nova Wealth Management, Inc. trimmed	Shares	-1.7K	-$89.5K	$28.1K
39	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC trimmed	Shares	-4.9K	-$246.1K	$235.0K
40	Pacific Excel Wealth Advisors, Inc. exited	Shares	-4.8K	-$253.1K	$0
41	WESPAC Advisors SoCal, LLC trimmed	Shares	-9.8K	-$377.5K	$2.3M
42	VVR Holdings LLC exited	Shares	-7.6K	-$402.9K	$0