Filing Research | FIRST TR EXCHNG TRADED FD VI Institutional Holdings

Snapshot holdings

42 / 42 loaded

#		Instrument	quantity
1	MILESTONE ASSET MANAGEMENT, LLC	Shares	149.5KSH	$6.4M
2	Wellment Financial	Shares	118.8KSH	$5.1M
3	BAM Wealth Management, LLC	Shares	100.6KSH	$4.3M
4	TopTier Wealth Management, LLC	Shares	59.7KSH	$2.6M
5	Networth Advisors, LLC	Shares	50.5KSH	$2.2M
6	CITY HOLDING CO	Shares	49.2KSH	$2.1M
7	Brookstone Capital Management	Shares	38.8KSH	$1.7M
8	NEW WAVE WEALTH ADVISORS LLC	Shares	37.2KSH	$1.6M
9	Sowell Financial Services LLC	Shares	32.0KSH	$1.4M
10	Chris Bulman Inc	Shares	29.9KSH	$1.3M
11	Ignite Planners, LLC	Shares	19.7KSH	$846.6K
12	Strategic Blueprint, LLC	Shares	17.6KSH	$755.7K
13	Diligent Investors, LLC	Shares	17.0KSH	$732.3K
14	DHJJ Financial Advisors, Ltd.	Shares	14.8KSH	$637.5K
15	Madrona Financial Services, LLC	Shares	12.8KSH	$552.6K
16	NorthCrest Asset Manangement, LLC	Shares	12.2KSH	$526.6K
17	MBL Wealth, LLC	Shares	12.0KSH	$516.5K
18	Stonebridge Financial Group, LLC	Shares	11.0KSH	$471.8K
19	WORLD EQUITY GROUP, INC.	Shares	10.9KSH	$468.6K
20	CoreCap Advisors, LLC	Shares	9.1KSH	$393.4K
21	Foguth Wealth Management, LLC.	Shares	8.1KSH	$347.4K
22	First Heartland Consultants, Inc.	Shares	8.0KSH	$342.6K
23	Cambridge Advisors Inc.	Shares	7.3KSH	$313.3K
24	Range Financial Group LLC	Shares	7.1KSH	$305.1K
25	Mosley Wealth Management	Shares	6.4KSH	$276.3K
26	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	18.4KSH	$271.0K
27	Comprehensive Financial Consultants Institutional, Inc.	Shares	6.2KSH	$267.8K
28	RFG Advisory, LLC	Shares	6.2KSH	$265.2K
29	Apollon Wealth Management, LLC	Shares	5.9KSH	$252.8K
30	Envestnet Portfolio Solutions, Inc.	Shares	5.9KSH	$252.5K
31	LVZ, Inc.	Shares	5.7KSH	$246.9K
32	Quad-Cities Investment Group, LLC	Shares	5.5KSH	$234.8K
33	Quest 10 Wealth Builders, Inc.	Shares	4.4KSH	$188.0K
34	Farther Finance Advisors, LLC	Shares	2.7KSH	$117.1K
35	Capital Investment Advisory Services, LLC	Shares	2.1KSH	$90.4K
36	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	1.1KSH	$45.4K
37	EVOLUTION WEALTH MANAGEMENT INC.	Shares	986SH	$42.4K
38	Decker Retirement Planning Inc.	Shares	737SH	$31.7K
39	IFP Advisors, Inc	Shares	352SH	$15.2K
40	Steigerwald, Gordon & Koch Inc.	Shares	292SH	$12.6K
41	PARK AVENUE SECURITIES LLC	Shares	12.9KSH	$557
42	CX Institutional	Shares	660SH	$28

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

42 / 42 loaded

#		Instrument
1	Wellment Financial new	Shares	+118.8K	+$5.1M	$5.1M
2	BAM Wealth Management, LLC new	Shares	+100.6K	+$4.3M	$4.3M
3	Networth Advisors, LLC new	Shares	+50.5K	+$2.2M	$2.2M
4	NEW WAVE WEALTH ADVISORS LLC new	Shares	+37.2K	+$1.6M	$1.6M
5	Sowell Financial Services LLC new	Shares	+32.0K	+$1.4M	$1.4M
6	Strategic Blueprint, LLC new	Shares	+17.6K	+$755.7K	$755.7K
7	Madrona Financial Services, LLC new	Shares	+12.8K	+$552.6K	$552.6K
8	MILESTONE ASSET MANAGEMENT, LLC added	Shares	+5.3K	+$514.5K	$6.4M
9	WORLD EQUITY GROUP, INC. new	Shares	+10.9K	+$468.6K	$468.6K
10	Brookstone Capital Management added	Shares	+9.0K	+$446.1K	$1.7M
11	First Heartland Consultants, Inc. new	Shares	+8.0K	+$342.6K	$342.6K
12	Range Financial Group LLC new	Shares	+7.1K	+$305.1K	$305.1K
13	Mosley Wealth Management new	Shares	+6.4K	+$276.3K	$276.3K
14	Apollon Wealth Management, LLC new	Shares	+5.9K	+$252.8K	$252.8K
15	Envestnet Portfolio Solutions, Inc. new	Shares	+5.9K	+$252.5K	$252.5K
16	LVZ, Inc. new	Shares	+5.7K	+$246.9K	$246.9K
17	Quad-Cities Investment Group, LLC new	Shares	+5.5K	+$234.8K	$234.8K
18	Ignite Planners, LLC added	Shares	+4.0K	+$201.5K	$846.6K
19	Diligent Investors, LLC added	Shares	+4.0K	+$197.9K	$732.3K
20	Quest 10 Wealth Builders, Inc. new	Shares	+4.4K	+$188.0K	$188.0K
21	NorthCrest Asset Manangement, LLC added	Shares	+3.0K	+$149.1K	$526.6K
22	TopTier Wealth Management, LLC trimmed	Shares	-30	+$116.9K	$2.6M
23	Farther Finance Advisors, LLC added	Shares	+2.4K	+$103.6K	$117.1K
24	DHJJ Financial Advisors, Ltd. added	Shares	+1.6K	+$94.2K	$637.5K
25	Capital Investment Advisory Services, LLC new	Shares	+2.1K	+$90.4K	$90.4K
26	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+4.7K	+$82.0K	$271.0K
27	Chris Bulman Inc added	Shares	+83	+$62.6K	$1.3M
28	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC new	Shares	+1.1K	+$45.4K	$45.4K
29	CITY HOLDING CO trimmed	Shares	-1.3K	+$44.0K	$2.1M
30	CoreCap Advisors, LLC added	Shares	+350	+$32.5K	$393.4K
31	Decker Retirement Planning Inc. new	Shares	+737	+$31.7K	$31.7K
32	MBL Wealth, LLC unchanged	Shares	0	+$23.8K	$516.5K
33	EVOLUTION WEALTH MANAGEMENT INC. added	Shares	+434	+$19.8K	$42.4K
34	IFP Advisors, Inc new	Shares	+352	+$15.2K	$15.2K
35	Cambridge Advisors Inc. unchanged	Shares	0	+$14.4K	$313.3K
36	RFG Advisory, LLC unchanged	Shares	0	+$12.2K	$265.2K
37	Comprehensive Financial Consultants Institutional, Inc. trimmed	Shares	-233	+$2.8K	$267.8K
38	Steigerwald, Gordon & Koch Inc. unchanged	Shares	0	+$578	$12.6K
39	PARK AVENUE SECURITIES LLC added	Shares	+4.2K	+$200	$557
40	CX Institutional unchanged	Shares	0	+$1	$28
41	Stonebridge Financial Group, LLC trimmed	Shares	-535	-$262	$471.8K
42	Foguth Wealth Management, LLC. trimmed	Shares	-117	-$7.0K	$347.4K