Filing Research | FIRST TR EXCHNG TRADED FD VI Institutional Holdings

Snapshot holdings

32 / 32 loaded

#		Instrument	quantity
1	Commonwealth Financial Services, LLC	Shares	144.6KSH	$7.3M
2	Ignite Planners, LLC	Shares	141.1KSH	$7.1M
3	WINNACLE WEALTH LLC	Shares	104.4KSH	$5.2M
4	Ritter Daniher Financial Advisory LLC / DE	Shares	101.8KSH	$5.1M
5	Foguth Wealth Management, LLC.	Shares	86.2KSH	$4.3M
6	LifeWealth Investments, LLC	Shares	73.1KSH	$3.7M
7	Comprehensive Financial Consultants Institutional, Inc.	Shares	58.6KSH	$2.9M
8	Nova Wealth Management, Inc.	Shares	53.0KSH	$2.7M
9	Spire Wealth Management	Shares	29.0KSH	$1.5M
10	Hartford Financial Management Inc.	Shares	23.3KSH	$1.2M
11	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	Shares	22.6KSH	$1.1M
12	Ferguson Shapiro LLC	Shares	20.7KSH	$1.0M
13	Falcon Wealth Planning	Shares	20.4KSH	$1.0M
14	IFP Advisors, Inc	Shares	17.1KSH	$858.3K
15	RFG Advisory, LLC	Shares	12.2KSH	$613.9K
16	Farther Finance Advisors, LLC	Shares	10.4KSH	$523.4K
17	EVOLUTION WEALTH MANAGEMENT INC.	Shares	10.4KSH	$520.4K
18	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	10.0KSH	$505.1K
19	Bison Wealth, LLC	Shares	7.8KSH	$391.8K
20	Capital Investment Advisory Services, LLC	Shares	7.4KSH	$371.2K
21	First Heartland Consultants, Inc.	Shares	7.0KSH	$348.7K
22	LANARK FINANCIAL, INC.	Shares	5.9KSH	$296.1K
23	Sound Income Strategies, LLC	Shares	5.6KSH	$282.9K
24	Cottage Street Advisors LLC	Shares	5.1KSH	$257.7K
25	Triumph Capital Management	Shares	1.5KSH	$75.2K
26	SIGNATUREFD, LLC	Shares	1.1KSH	$57.4K
27	CoreCap Advisors, LLC	Shares	1.1KSH	$54.4K
28	EverSource Wealth Advisors, LLC	Shares	203SH	$10.2K
29	SOA Wealth Advisors, LLC.	Shares	198SH	$9.9K
30	DHJJ Financial Advisors, Ltd.	Shares	60SH	$3.0K
31	HHM Wealth Advisors, LLC	Shares	46SH	$2.3K
32	PARK AVENUE SECURITIES LLC	Shares	6.6KSH	$332

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

33 / 33 loaded

#		Instrument
1	Ignite Planners, LLC trimmed	Shares	-1.5K	+$410.2K	$7.1M
2	LifeWealth Investments, LLC trimmed	Shares	-387	+$230.9K	$3.7M
3	Commonwealth Financial Services, LLC trimmed	Shares	-5.8K	+$219.0K	$7.3M
4	WINNACLE WEALTH LLC trimmed	Shares	-3.5K	+$191.2K	$5.2M
5	Farther Finance Advisors, LLC added	Shares	+3.3K	+$190.2K	$523.4K
6	Comprehensive Financial Consultants Institutional, Inc. trimmed	Shares	-714	+$166.3K	$2.9M
7	RFG Advisory, LLC added	Shares	+976	+$87.3K	$613.9K
8	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors unchanged	Shares	0	+$76.9K	$1.1M
9	Falcon Wealth Planning unchanged	Shares	0	+$69.4K	$1.0M
10	Hartford Financial Management Inc. trimmed	Shares	-509	+$55.7K	$1.2M
11	IFP Advisors, Inc trimmed	Shares	-366	+$41.2K	$858.3K
12	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC unchanged	Shares	0	+$32.6K	$505.1K
13	EVOLUTION WEALTH MANAGEMENT INC. trimmed	Shares	-225	+$24.8K	$520.4K
14	First Heartland Consultants, Inc. trimmed	Shares	-31	+$22.2K	$348.7K
15	Nova Wealth Management, Inc. trimmed	Shares	-3.4K	+$22.0K	$2.7M
16	LANARK FINANCIAL, INC. unchanged	Shares	0	+$20.1K	$296.1K
17	Sound Income Strategies, LLC unchanged	Shares	0	+$17.8K	$282.9K
18	Bison Wealth, LLC unchanged	Shares	0	+$5.4K	$391.8K
19	SIGNATUREFD, LLC unchanged	Shares	0	+$3.9K	$57.4K
20	CoreCap Advisors, LLC trimmed	Shares	-25	+$2.5K	$54.4K
21	HHM Wealth Advisors, LLC new	Shares	+46	+$2.3K	$2.3K
22	EverSource Wealth Advisors, LLC unchanged	Shares	0	+$691	$10.2K
23	SOA Wealth Advisors, LLC. unchanged	Shares	0	+$674	$9.9K
24	DHJJ Financial Advisors, Ltd. unchanged	Shares	0	+$204	$3.0K
25	PARK AVENUE SECURITIES LLC added	Shares	+197	+$31	$332
26	Ritter Daniher Financial Advisory LLC / DE trimmed	Shares	-7.7K	-$12.9K	$5.1M
27	Capital Investment Advisory Services, LLC trimmed	Shares	-1.1K	-$27.1K	$371.2K
28	Foguth Wealth Management, LLC. trimmed	Shares	-1.5K	-$38.2K	$4.3M
29	Cottage Street Advisors LLC trimmed	Shares	-1.2K	-$39.4K	$257.7K
30	Triumph Capital Management trimmed	Shares	-1.1K	-$46.1K	$75.2K
31	Ferguson Shapiro LLC trimmed	Shares	-3.4K	-$88.4K	$1.0M
32	Spire Wealth Management trimmed	Shares	-7.9K	-$271.6K	$1.5M
33	Patriot Financial Group Insurance Agency, LLC exited	Shares	-15.1K	-$705.6K	$0