Filing Research | FIRST TR EXCHNG TRADED FD VI Institutional Holdings

Snapshot holdings

37 / 37 loaded

#		Instrument	quantity
1	Hartford Financial Management Inc.	Shares	121.5KSH	$5.8M
2	Ritter Daniher Financial Advisory LLC / DE	Shares	92.6KSH	$4.4M
3	Santori & Peters, Inc.	Shares	48.0KSH	$2.3M
4	Ignite Planners, LLC	Shares	45.7KSH	$2.2M
5	BEACON FINANCIAL GROUP	Shares	44.0KSH	$2.1M
6	Strategic Blueprint, LLC	Shares	41.6KSH	$2.0M
7	PRECEDENT WEALTH PARTNERS, LLC	Shares	36.9KSH	$1.7M
8	Nova Wealth Management, Inc.	Shares	29.0KSH	$1.4M
9	Commonwealth Financial Services, LLC	Shares	28.8KSH	$1.4M
10	LifeWealth Investments, LLC	Shares	21.0KSH	$996.4K
11	WORLD EQUITY GROUP, INC.	Shares	19.1KSH	$904.4K
12	Optivise Advisory Services LLC	Shares	17.1KSH	$808.3K
13	Falcon Wealth Planning	Shares	16.6KSH	$786.6K
14	Sowell Financial Services LLC	Shares	15.4KSH	$728.1K
15	IFP Advisors, Inc	Shares	13.8KSH	$652.4K
16	RFG Advisory, LLC	Shares	13.1KSH	$622.8K
17	Madrona Financial Services, LLC	Shares	8.2KSH	$389.3K
18	Sage Capital Advisors,llc	Shares	7.8KSH	$367.4K
19	Cottage Street Advisors LLC	Shares	7.7KSH	$366.0K
20	SOA Wealth Advisors, LLC.	Shares	7.6KSH	$359.2K
21	First Heartland Consultants, Inc.	Shares	7.5KSH	$356.6K
22	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	7.1KSH	$339.3K
23	Capital Investment Advisory Services, LLC	Shares	6.9KSH	$326.6K
24	Wedmont Private Capital	Shares	6.3KSH	$297.8K
25	Certified Advisory Corp	Shares	6.2KSH	$294.7K
26	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	Shares	5.7KSH	$271.8K
27	HERITAGE OAK WEALTH ADVISORS LLC	Shares	5.7KSH	$271.4K
28	EVOLUTION WEALTH MANAGEMENT INC.	Shares	5.2KSH	$244.5K
29	Comprehensive Financial Consultants Institutional, Inc.	Shares	4.4KSH	$210.3K
30	Lakeridge Wealth Management LLC	Shares	4.4KSH	$209.2K
31	LexAurum Advisors, LLC	Shares	4.3KSH	$202.3K
32	Farther Finance Advisors, LLC	Shares	3.9KSH	$186.2K
33	LANARK FINANCIAL, INC.	Shares	3.4KSH	$160.6K
34	Spire Wealth Management	Shares	2.8KSH	$132.9K
35	CoreCap Advisors, LLC	Shares	1.9KSH	$87.9K
36	Triumph Capital Management	Shares	1.6KSH	$75.8K
37	DHJJ Financial Advisors, Ltd.	Shares	450SH	$21.3K

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

39 / 39 loaded

#		Instrument
1	Hartford Financial Management Inc. added	Shares	+2.7K	+$497.6K	$5.8M
2	IFP Advisors, Inc added	Shares	+5.1K	+$267.2K	$652.4K
3	Ritter Daniher Financial Advisory LLC / DE trimmed	Shares	-650	+$258.0K	$4.4M
4	Lakeridge Wealth Management LLC new	Shares	+4.4K	+$209.2K	$209.2K
5	LexAurum Advisors, LLC new	Shares	+4.3K	+$202.3K	$202.3K
6	Ignite Planners, LLC trimmed	Shares	-537	+$117.8K	$2.2M
7	PRECEDENT WEALTH PARTNERS, LLC unchanged	Shares	0	+$114.1K	$1.7M
8	Strategic Blueprint, LLC trimmed	Shares	-668	+$99.0K	$2.0M
9	Nova Wealth Management, Inc. trimmed	Shares	-4	+$89.6K	$1.4M
10	Commonwealth Financial Services, LLC unchanged	Shares	0	+$89.0K	$1.4M
11	RFG Advisory, LLC added	Shares	+1.1K	+$87.6K	$622.8K
12	LifeWealth Investments, LLC trimmed	Shares	-14	+$64.5K	$996.4K
13	WORLD EQUITY GROUP, INC. unchanged	Shares	0	+$59.1K	$904.4K
14	Optivise Advisory Services LLC unchanged	Shares	0	+$52.8K	$808.3K
15	Falcon Wealth Planning unchanged	Shares	0	+$51.4K	$786.6K
16	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+339	+$37.9K	$339.3K
17	Sowell Financial Services LLC trimmed	Shares	-292	+$34.7K	$728.1K
18	Farther Finance Advisors, LLC added	Shares	+491	+$33.7K	$186.2K
19	Madrona Financial Services, LLC unchanged	Shares	0	+$25.4K	$389.3K
20	Sage Capital Advisors,llc unchanged	Shares	0	+$24.0K	$367.4K
21	First Heartland Consultants, Inc. unchanged	Shares	0	+$23.3K	$356.6K
22	SOA Wealth Advisors, LLC. trimmed	Shares	-15	+$22.8K	$359.2K
23	Certified Advisory Corp unchanged	Shares	0	+$19.3K	$294.7K
24	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC unchanged	Shares	0	+$17.8K	$271.8K
25	HERITAGE OAK WEALTH ADVISORS LLC unchanged	Shares	0	+$17.7K	$271.4K
26	Capital Investment Advisory Services, LLC trimmed	Shares	-119	+$16.1K	$326.6K
27	Wedmont Private Capital unchanged	Shares	0	+$16.0K	$297.8K
28	EVOLUTION WEALTH MANAGEMENT INC. unchanged	Shares	0	+$16.0K	$244.5K
29	BEACON FINANCIAL GROUP trimmed	Shares	-2.8K	+$11.1K	$2.1M
30	LANARK FINANCIAL, INC. trimmed	Shares	-59	+$7.9K	$160.6K
31	Triumph Capital Management unchanged	Shares	0	+$5.0K	$75.8K
32	DHJJ Financial Advisors, Ltd. unchanged	Shares	0	+$1.4K	$21.3K
33	Comprehensive Financial Consultants Institutional, Inc. trimmed	Shares	-334	-$1.0K	$210.3K
34	CoreCap Advisors, LLC trimmed	Shares	-257	-$5.6K	$87.9K
35	Cottage Street Advisors LLC trimmed	Shares	-2.0K	-$63.4K	$366.0K
36	Spire Wealth Management trimmed	Shares	-2.2K	-$86.8K	$132.9K
37	Patriot Financial Group Insurance Agency, LLC exited	Shares	-7.4K	-$326.9K	$0
38	Santori & Peters, Inc. trimmed	Shares	-16.3K	-$573.3K	$2.3M
39	Maltin Wealth Management, Inc. exited	Shares	-15.2K	-$673.1K	$0