Filing Research | FIRST TRUST ACTIVE FACTOR MID CAP ETF Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

9 / 9 loaded

#		Instrument	quantity
1	Farther Finance Advisors, LLC	Shares	103.1KSH	$4.2M
2	Brookwood Investment Group LLC	Shares	75.4KSH	$3.1M
3	CRUX WEALTH ADVISORS	Shares	44.4KSH	$1.8M
4	Avior Wealth Management, LLC	Shares	42.1KSH	$1.7M
5	Prospera Financial Services Inc	Shares	10.4KSH	$426.1K
6	WORLD EQUITY GROUP, INC.	Shares	8.7KSH	$358.2K
7	OxenFree Capital LLC	Shares	6.7KSH	$266.6K
8	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	1.4KSH	$57.6K
9	Golden State Wealth Management, LLC	Shares	429SH	$17.6K

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

11 / 11 loaded

#		Instrument
1	Farther Finance Advisors, LLC added	Shares	+22.4K	+$1.3M	$4.2M
2	CRUX WEALTH ADVISORS added	Shares	+344	+$255.2K	$1.8M
3	WORLD EQUITY GROUP, INC. added	Shares	+586	+$68.7K	$358.2K
4	Brookwood Investment Group LLC trimmed	Shares	-9.8K	+$65.6K	$3.1M
5	Prospera Financial Services Inc added	Shares	+107	+$60.7K	$426.1K
6	OxenFree Capital LLC trimmed	Shares	-245	+$7.1K	$266.6K
7	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	+$6.6K	$57.6K
8	Golden State Wealth Management, LLC added	Shares	+1	+$2.4K	$17.6K
9	Global Wealth Strategies & Associates exited	Shares	-44	-$1.6K	$0
10	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC exited	Shares	-15.4K	-$548.5K	$0
11	Avior Wealth Management, LLC trimmed	Shares	-30.8K	-$862.9K	$1.7M

Filing Research | FIRST TRUST ACTIVE FACTOR MID CAP ETF Institutional Holdings