Filing Research | FIRST TR EXCHANGE-TRADED FD Institutional Holdings

Snapshot holdings

50 / 68 loaded

#		Instrument	quantity
1	PERRYMAN FINANCIAL ADVISORY INC /AD	Shares	74.5KSH	$9.1M
2	Paller Financial Services Inc	Shares	33.0KSH	$4.0M
3	Farther Finance Advisors, LLC	Shares	20.0KSH	$2.5M
4	ABLE Financial Group, LLC	Shares	19.9KSH	$2.4M
5	Financial Advisory Corp	Shares	19.0KSH	$2.3M
6	Holistic Financial Partners	Shares	15.3KSH	$1.9M
7	Security Financial Services, INC.	Shares	15.1KSH	$1.8M
8	Prospera Financial Services Inc	Shares	12.6KSH	$1.5M
9	Golden State Wealth Management, LLC	Shares	12.1KSH	$1.5M
10	IFP Advisors, Inc	Shares	11.6KSH	$1.4M
11	BENJAMIN EDWARDS INC	Shares	11.1KSH	$1.4M
12	Wagner Wealth Management, LLC	Shares	10.1KSH	$1.2M
13	First Heartland Consultants, Inc.	Shares	9.5KSH	$1.2M
14	Apollon Financial, LLC	Shares	8.6KSH	$1.1M
15	Sequoia Financial Advisors, LLC	Shares	6.8KSH	$829.3K
16	CATHY PARETO & ASSOCIATES, INC	Shares	5.9KSH	$717.9K
17	Alliance Wealth Advisors, LLC	Shares	5.7KSH	$697.3K
18	Pine Valley Investments Ltd Liability Co	Shares	5.6KSH	$684.4K
19	Worthington Financial Partners, LLC	Shares	5.2KSH	$641.7K
20	D.A. DAVIDSON & CO.	Shares	4.6KSH	$564.0K
21	One Charles Private Wealth Services, LLC	Shares	4.5KSH	$553.0K
22	OLD NATIONAL BANCORP /IN/	Shares	4.5KSH	$548.5K
23	IAMS WEALTH MANAGEMENT, LLC	Shares	4.1KSH	$499.5K
24	GoalVest Advisory LLC	Shares	3.9KSH	$480.4K
25	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	3.7KSH	$458.2K
26	Purus Wealth Management, LLC	Shares	3.3KSH	$409.7K
27	Financial Partners Group, Inc	Shares	3.2KSH	$397.1K
28	Spire Wealth Management	Shares	3.2KSH	$388.5K
29	WETZEL INVESTMENT ADVISORS, INC.	Shares	2.7KSH	$335.4K
30	Dominguez Wealth Management Solutions, Inc.	Shares	2.7KSH	$328.2K
31	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	2.6KSH	$327.9K
32	Christensen, King & Associates Investment Services, Inc.	Shares	2.5KSH	$311.7K
33	INDEPENDENT FINANCIAL GROUP, LLC	Shares	2.2KSH	$265.2K
34	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	Shares	2.0KSH	$246.0K
35	Brookstone Capital Management	Shares	2.0KSH	$243.6K
36	PETRA FINANCIAL ADVISORS INC	Shares	2.0KSH	$243.6K
37	Ridgeline Wealth Planning, LLC	Shares	1.9KSH	$227.4K
38	GRIFFIN ASSET MANAGEMENT, INC.	Shares	1.8KSH	$221.8K
39	Kellett Wealth Advisors, LLC	Shares	1.8KSH	$221.1K
40	Sovereign Financial Group, Inc.	Shares	1.8KSH	$219.1K
41	B. Riley Wealth Advisors, Inc.	Shares	1.8KSH	$217.5K
42	Onyx Bridge Wealth Group LLC	Shares	1.8KSH	$217.2K
43	GAMMA Investing LLC	Shares	1.5KSH	$183.7K
44	Register Financial Advisors LLC	Shares	1.4KSH	$166.0K
45	CoreCap Advisors, LLC	Shares	1.2KSH	$142.6K
46	ATWOOD & PALMER INC	Shares	950SH	$116.3K
47	Steigerwald, Gordon & Koch Inc.	Shares	728SH	$89.1K
48	LANARK FINANCIAL, INC.	Shares	636SH	$78.0K
49	HHM Wealth Advisors, LLC	Shares	594SH	$72.7K
50	Blue Trust, Inc.	Shares	405SH	$49.6K

Scroll to load more

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

50 / 70 loaded

#		Instrument
1	ABLE Financial Group, LLC new	Shares	+19.9K	+$2.4M	$2.4M
2	PERRYMAN FINANCIAL ADVISORY INC /AD added	Shares	+1.7K	+$1.1M	$9.1M
3	IFP Advisors, Inc added	Shares	+4.0K	+$579.6K	$1.4M
4	BENJAMIN EDWARDS INC added	Shares	+2.5K	+$409.0K	$1.4M
5	INDEPENDENT FINANCIAL GROUP, LLC new	Shares	+2.2K	+$265.2K	$265.2K
6	Brookstone Capital Management new	Shares	+2.0K	+$243.6K	$243.6K
7	Financial Advisory Corp added	Shares	+7	+$240.4K	$2.3M
8	GRIFFIN ASSET MANAGEMENT, INC. new	Shares	+1.8K	+$221.8K	$221.8K
9	Kellett Wealth Advisors, LLC new	Shares	+1.8K	+$221.1K	$221.1K
10	Sovereign Financial Group, Inc. new	Shares	+1.8K	+$219.1K	$219.1K
11	B. Riley Wealth Advisors, Inc. new	Shares	+1.8K	+$217.5K	$217.5K
12	Onyx Bridge Wealth Group LLC new	Shares	+1.8K	+$217.2K	$217.2K
13	Security Financial Services, INC. unchanged	Shares	0	+$190.4K	$1.8M
14	Purus Wealth Management, LLC added	Shares	+1.2K	+$174.5K	$409.7K
15	First Heartland Consultants, Inc. added	Shares	+287	+$152.0K	$1.2M
16	Golden State Wealth Management, LLC trimmed	Shares	-136	+$138.1K	$1.5M
17	Farther Finance Advisors, LLC trimmed	Shares	-1.1K	+$112.8K	$2.5M
18	IAMS WEALTH MANAGEMENT, LLC added	Shares	+543	+$111.1K	$499.5K
19	Pine Valley Investments Ltd Liability Co added	Shares	+331	+$106.9K	$684.4K
20	Prospera Financial Services Inc trimmed	Shares	-624	+$91.2K	$1.5M
21	Sequoia Financial Advisors, LLC unchanged	Shares	0	+$85.6K	$829.3K
22	Worthington Financial Partners, LLC added	Shares	+109	+$78.2K	$641.7K
23	Alliance Wealth Advisors, LLC unchanged	Shares	0	+$72.0K	$697.3K
24	Wagner Wealth Management, LLC trimmed	Shares	-555	+$66.4K	$1.2M
25	D.A. DAVIDSON & CO. added	Shares	+31	+$61.6K	$564.0K
26	Apollon Financial, LLC trimmed	Shares	-510	+$52.4K	$1.1M
27	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	+$47.8K	$458.2K
28	CATHY PARETO & ASSOCIATES, INC trimmed	Shares	-247	+$47.7K	$717.9K
29	Financial Partners Group, Inc unchanged	Shares	0	+$41.1K	$397.1K
30	WETZEL INVESTMENT ADVISORS, INC. unchanged	Shares	0	+$34.6K	$335.4K
31	Dominguez Wealth Management Solutions, Inc. added	Shares	+2	+$34.1K	$328.2K
32	HALBERT HARGROVE GLOBAL ADVISORS, LLC new	Shares	+275	+$33.7K	$33.7K
33	Christensen, King & Associates Investment Services, Inc. unchanged	Shares	0	+$32.2K	$311.7K
34	GoalVest Advisory LLC trimmed	Shares	-178	+$30.0K	$480.4K
35	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-84	+$26.6K	$327.9K
36	NATIONS FINANCIAL GROUP INC, /IA/ /ADV unchanged	Shares	0	+$25.4K	$246.0K
37	PETRA FINANCIAL ADVISORS INC unchanged	Shares	0	+$25.1K	$243.6K
38	Ridgeline Wealth Planning, LLC unchanged	Shares	0	+$23.5K	$227.4K
39	GAMMA Investing LLC trimmed	Shares	-1	+$18.8K	$183.7K
40	Fortis Group Advisors, LLC new	Shares	+145	+$17.7K	$17.7K
41	CoreCap Advisors, LLC added	Shares	+24	+$17.3K	$142.6K
42	Register Financial Advisors LLC unchanged	Shares	0	+$17.1K	$166.0K
43	ATWOOD & PALMER INC unchanged	Shares	0	+$12.0K	$116.3K
44	One Charles Private Wealth Services, LLC trimmed	Shares	-412	+$11.8K	$553.0K
45	Steigerwald, Gordon & Koch Inc. unchanged	Shares	0	+$9.2K	$89.1K
46	HHM Wealth Advisors, LLC unchanged	Shares	0	+$7.5K	$72.7K
47	Capital Investment Advisory Services, LLC added	Shares	+16	+$6.4K	$44.8K
48	Blue Trust, Inc. unchanged	Shares	0	+$5.2K	$49.6K
49	Crews Bank & Trust unchanged	Shares	0	+$4.5K	$43.2K
50	Creative Capital Management Investments LLC unchanged	Shares	0	+$4.4K	$42.7K

Scroll to load more