Filing Research | FIRST TR EXCHNG TRADED FD VI Institutional Holdings

Snapshot holdings

29 / 29 loaded

#		Instrument	quantity
1	NEW WAVE WEALTH ADVISORS LLC	Shares	58.8KSH	$2.8M
2	Strategic Blueprint, LLC	Shares	55.9KSH	$2.6M
3	Ritter Daniher Financial Advisory LLC / DE	Shares	46.3KSH	$2.2M
4	Commonwealth Financial Services, LLC	Shares	32.3KSH	$1.5M
5	TopTier Wealth Management, LLC	Shares	27.7KSH	$1.3M
6	Ignite Planners, LLC	Shares	25.1KSH	$1.2M
7	Maltin Wealth Management, Inc.	Shares	24.0KSH	$1.1M
8	EVOLUTION WEALTH MANAGEMENT INC.	Shares	18.3KSH	$862.7K
9	Santori & Peters, Inc.	Shares	17.0KSH	$801.6K
10	Nova Wealth Management, Inc.	Shares	15.0KSH	$707.7K
11	WETZEL INVESTMENT ADVISORS, INC.	Shares	14.6KSH	$686.3K
12	RFG Advisory, LLC	Shares	13.0KSH	$610.4K
13	Farther Finance Advisors, LLC	Shares	11.6KSH	$546.1K
14	WINNACLE WEALTH LLC	Shares	11.3KSH	$532.7K
15	Capital Investment Advisory Services, LLC	Shares	10.7KSH	$506.1K
16	LVZ, Inc.	Shares	8.0KSH	$378.0K
17	Madrona Financial Services, LLC	Shares	7.9KSH	$370.0K
18	Core Wealth Partners LLC	Shares	6.6KSH	$311.0K
19	First Heartland Consultants, Inc.	Shares	6.3KSH	$298.9K
20	Brookstone Capital Management	Shares	4.5KSH	$212.6K
21	Spire Wealth Management	Shares	4.1KSH	$193.2K
22	SOA Wealth Advisors, LLC.	Shares	3.0KSH	$142.8K
23	DHJJ Financial Advisors, Ltd.	Shares	1.2KSH	$58.7K
24	CoreCap Advisors, LLC	Shares	1.2KSH	$55.3K
25	Triumph Capital Management	Shares	1.2KSH	$55.0K
26	LANARK FINANCIAL, INC.	Shares	466SH	$22.0K
27	IFP Advisors, Inc	Shares	118SH	$5.6K
28	HHM Wealth Advisors, LLC	Shares	78SH	$3.7K
29	EverSource Wealth Advisors, LLC	Shares	62SH	$2.9K

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

29 / 29 loaded

#		Instrument
1	NEW WAVE WEALTH ADVISORS LLC new	Shares	+58.8K	+$2.8M	$2.8M
2	Strategic Blueprint, LLC new	Shares	+55.9K	+$2.6M	$2.6M
3	Commonwealth Financial Services, LLC new	Shares	+32.3K	+$1.5M	$1.5M
4	Maltin Wealth Management, Inc. new	Shares	+24.0K	+$1.1M	$1.1M
5	Ritter Daniher Financial Advisory LLC / DE added	Shares	+17.6K	+$893.4K	$2.2M
6	Santori & Peters, Inc. added	Shares	+8.9K	+$438.1K	$801.6K
7	LVZ, Inc. new	Shares	+8.0K	+$378.0K	$378.0K
8	Ignite Planners, LLC added	Shares	+7.1K	+$375.5K	$1.2M
9	Madrona Financial Services, LLC new	Shares	+7.9K	+$370.0K	$370.0K
10	Nova Wealth Management, Inc. added	Shares	+6.6K	+$329.7K	$707.7K
11	First Heartland Consultants, Inc. new	Shares	+6.3K	+$298.9K	$298.9K
12	Brookstone Capital Management new	Shares	+4.5K	+$212.6K	$212.6K
13	Farther Finance Advisors, LLC added	Shares	+1.4K	+$87.6K	$546.1K
14	RFG Advisory, LLC added	Shares	+1.1K	+$78.0K	$610.4K
15	TopTier Wealth Management, LLC unchanged	Shares	0	+$60.7K	$1.3M
16	EVOLUTION WEALTH MANAGEMENT INC. trimmed	Shares	-5	+$39.9K	$862.7K
17	Triumph Capital Management added	Shares	+525	+$26.1K	$55.0K
18	Capital Investment Advisory Services, LLC added	Shares	+9	+$23.9K	$506.1K
19	WINNACLE WEALTH LLC trimmed	Shares	-72	+$21.6K	$532.7K
20	Core Wealth Partners LLC unchanged	Shares	0	+$14.5K	$311.0K
21	LANARK FINANCIAL, INC. added	Shares	+299	+$14.5K	$22.0K
22	SOA Wealth Advisors, LLC. added	Shares	+30	+$8.0K	$142.8K
23	HHM Wealth Advisors, LLC new	Shares	+78	+$3.7K	$3.7K
24	IFP Advisors, Inc added	Shares	+75	+$3.6K	$5.6K
25	WETZEL INVESTMENT ADVISORS, INC. trimmed	Shares	-644	+$3.0K	$686.3K
26	DHJJ Financial Advisors, Ltd. unchanged	Shares	0	+$2.7K	$58.7K
27	CoreCap Advisors, LLC trimmed	Shares	-39	+$819	$55.3K
28	EverSource Wealth Advisors, LLC unchanged	Shares	0	+$135	$2.9K
29	Spire Wealth Management trimmed	Shares	-273	-$3.3K	$193.2K