Filing Research | FIRST TR EXCHANGE TRADED FD Institutional Holdings

Snapshot holdings

50 / 66 loaded

#		Instrument	quantity
1	D.A. DAVIDSON & CO.	Shares	3.1MSH	$74.6M
2	ARQ WEALTH ADVISORS, LLC	Shares	342.0KSH	$8.2M
3	Cooper Financial Group	Shares	258.4KSH	$6.2M
4	RiverTree Advisors, LLC	Shares	253.2KSH	$6.0M
5	HBW ADVISORY SERVICES LLC	Shares	226.9KSH	$5.4M
6	Farther Finance Advisors, LLC	Shares	221.0KSH	$5.3M
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	219.1KSH	$5.2M
8	FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.	Shares	211.9KSH	$5.1M
9	ELEVATION WEALTH PARTNERS, LLC	Shares	206.6KSH	$4.9M
10	INDEPENDENT FINANCIAL GROUP, LLC	Shares	194.9KSH	$4.6M
11	RFG Advisory, LLC	Shares	188.7KSH	$4.5M
12	Prospera Financial Services Inc	Shares	143.2KSH	$3.4M
13	Capital Investment Advisory Services, LLC	Shares	124.6KSH	$3.0M
14	ARWA LLC	Shares	117.0KSH	$2.8M
15	Avior Wealth Management, LLC	Shares	109.4KSH	$2.6M
16	Etesian Wealth Advisors, Inc.	Shares	90.7KSH	$2.2M
17	Brookstone Capital Management	Shares	85.5KSH	$2.0M
18	Cornerstone Wealth Management, LLC	Shares	69.9KSH	$1.7M
19	Fermata Advisors, LLC	Shares	69.5KSH	$1.7M
20	Triumph Capital Management	Shares	67.5KSH	$1.6M
21	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	Shares	67.3KSH	$1.6M
22	LVZ, Inc.	Shares	66.9KSH	$1.6M
23	CoreCap Advisors, LLC	Shares	63.2KSH	$1.5M
24	American Institute for Advanced Investment Management, LLP	Shares	52.1KSH	$1.3M
25	Quad-Cities Investment Group, LLC	Shares	53.4KSH	$1.3M
26	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	52.8KSH	$1.3M
27	Accel Wealth Management	Shares	47.0KSH	$1.1M
28	J.W. COLE ADVISORS, INC.	Shares	40.8KSH	$973.3K
29	Aventura Private Wealth, LLC	Shares	40.1KSH	$956.3K
30	Golden State Wealth Management, LLC	Shares	37.4KSH	$891.7K
31	BENJAMIN EDWARDS INC	Shares	36.6KSH	$872.2K
32	Southland Equity Partners LLC	Shares	36.2KSH	$863.6K
33	PUFF WEALTH MANAGEMENT, LLC	Shares	35.9KSH	$855.1K
34	PMG Family Office LLC	Shares	30.7KSH	$732.5K
35	IFP Advisors, Inc	Shares	28.2KSH	$671.9K
36	Independent Wealth Network Inc.	Shares	27.3KSH	$651.8K
37	ADAMSBROWN WEALTH CONSULTANTS LLC	Shares	27.2KSH	$648.2K
38	Core Wealth Partners LLC	Shares	27.2KSH	$648.2K
39	PRIVATE CLIENT SERVICES, LLC	Shares	26.7KSH	$636.9K
40	NOVEM GROUP	Shares	23.1KSH	$549.7K
41	Scarborough Advisors, LLC	Shares	21.5KSH	$512.1K
42	CARY STREET PARTNERS FINANCIAL LLC	Shares	21.3KSH	$508.4K
43	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	Shares	19.0KSH	$453.3K
44	Cyndeo Wealth Partners, LLC	Shares	17.8KSH	$425.0K
45	Sachetta, LLC	Shares	14.5KSH	$346.9K
46	Insight Wealth Strategies, LLC	Shares	14.1KSH	$333.9K
47	Castle Rock Wealth Management, LLC	Shares	14.1KSH	$333.1K
48	Patriot Financial Group Insurance Agency, LLC	Shares	12.7KSH	$302.0K
49	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	Shares	12.6KSH	$300.3K
50	Ignite Planners, LLC	Shares	12.1KSH	$287.4K

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

50 / 68 loaded

#		Instrument
1	D.A. DAVIDSON & CO. added	Shares	+115.4K	+$5.5M	$74.6M
2	FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. new	Shares	+211.9K	+$5.1M	$5.1M
3	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+136.6K	+$3.3M	$4.6M
4	ARQ WEALTH ADVISORS, LLC added	Shares	+123.0K	+$3.1M	$8.2M
5	RFG Advisory, LLC added	Shares	+73.6K	+$1.9M	$4.5M
6	Farther Finance Advisors, LLC added	Shares	+68.2K	+$1.7M	$5.3M
7	RiverTree Advisors, LLC added	Shares	+41.9K	+$1.2M	$6.0M
8	ARWA LLC added	Shares	+41.6K	+$1.0M	$2.8M
9	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+20.8K	+$658.0K	$5.2M
10	Scarborough Advisors, LLC new	Shares	+21.5K	+$512.1K	$512.1K
11	Aventura Private Wealth, LLC added	Shares	+19.7K	+$487.3K	$956.3K
12	HBW ADVISORY SERVICES LLC added	Shares	+7.4K	+$373.6K	$5.4M
13	Avior Wealth Management, LLC added	Shares	+9.5K	+$317.0K	$2.6M
14	Cornerstone Wealth Management, LLC added	Shares	+9.7K	+$285.4K	$1.7M
15	Southland Equity Partners LLC added	Shares	+10.9K	+$282.4K	$863.6K
16	TrueWealth Advisors, LLC new	Shares	+11.1K	+$265.6K	$265.6K
17	PFG Investments, LLC new	Shares	+11.1K	+$264.5K	$264.5K
18	NOVEM GROUP added	Shares	+10.3K	+$256.2K	$549.7K
19	Total Clarity Wealth Management, Inc. new	Shares	+10.2K	+$244.2K	$244.2K
20	J.W. COLE ADVISORS, INC. added	Shares	+8.6K	+$234.7K	$973.3K
21	ELEVATION WEALTH PARTNERS, LLC added	Shares	+424	+$195.7K	$4.9M
22	NATIONS FINANCIAL GROUP INC, /IA/ /ADV added	Shares	+5.8K	+$193.0K	$1.6M
23	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+6.7K	+$187.3K	$1.3M
24	Brookstone Capital Management added	Shares	+4.8K	+$186.4K	$2.0M
25	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added	Shares	+6.3K	+$161.2K	$453.3K
26	Capital Investment Advisory Services, LLC added	Shares	+2.0K	+$158.2K	$3.0M
27	PRIVATE CLIENT SERVICES, LLC added	Shares	+5.3K	+$145.5K	$636.9K
28	Triumph Capital Management added	Shares	+3.4K	+$138.8K	$1.6M
29	LVZ, Inc. added	Shares	+2.8K	+$123.8K	$1.6M
30	Etesian Wealth Advisors, Inc. added	Shares	+1.6K	+$117.8K	$2.2M
31	Fermata Advisors, LLC added	Shares	+2.2K	+$113.3K	$1.7M
32	Golden State Wealth Management, LLC added	Shares	+2.7K	+$95.1K	$891.7K
33	CARY STREET PARTNERS FINANCIAL LLC added	Shares	+3.3K	+$94.4K	$508.4K
34	Quad-Cities Investment Group, LLC added	Shares	+1.7K	+$87.6K	$1.3M
35	ADAMSBROWN WEALTH CONSULTANTS LLC added	Shares	+2.6K	+$84.9K	$648.2K
36	PMG Family Office LLC added	Shares	+2.3K	+$79.4K	$732.5K
37	Cyndeo Wealth Partners, LLC added	Shares	+2.7K	+$77.3K	$425.0K
38	IFP Advisors, Inc added	Shares	+2.1K	+$73.7K	$671.9K
39	American Institute for Advanced Investment Management, LLP trimmed	Shares	-200	+$49.7K	$1.3M
40	Sachetta, LLC added	Shares	+927	+$34.3K	$346.9K
41	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. added	Shares	+552	+$24.0K	$300.3K
42	Accel Wealth Management trimmed	Shares	-800	+$23.9K	$1.1M
43	GILPIN WEALTH MANAGEMENT, LLC added	Shares	+925	+$23.8K	$68.7K
44	LANARK FINANCIAL, INC. added	Shares	+736	+$19.6K	$71.5K
45	Wealthcare Advisory Partners LLC added	Shares	+235	+$14.8K	$248.7K
46	Insight Wealth Strategies, LLC added	Shares	+163	+$14.4K	$333.9K
47	Ferguson Shapiro LLC added	Shares	+214	+$14.0K	$239.2K
48	Ignite Planners, LLC unchanged	Shares	0	+$10.8K	$287.4K
49	GoalVest Advisory LLC new	Shares	+388	+$9.3K	$9.3K
50	Barnes Wealth Management Group, Inc trimmed	Shares	-190	+$6.3K	$282.6K

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