Filing Research | FIRST TR EXCHANGE-TRADED FD Institutional Holdings

Snapshot holdings

50 / 199 loaded

#		Instrument	quantity
1	TRAPHAGEN INVESTMENT ADVISORS LLC	Shares	270.6KSH	$51.9M
2	MEITAV INVESTMENT HOUSE LTD	Shares	234.6KSH	$45.0M
3	Arlington Financial Advisors, LLC	Shares	206.7KSH	$39.6M
4	Aprio Wealth Management, LLC	Shares	139.4KSH	$26.7M
5	Presidio Capital Management, LLC	Shares	116.4KSH	$22.3M
6	ARMSTRONG ADVISORY GROUP, INC	Shares	94.1KSH	$18.1M
7	BFI Infinity Ltd.	Shares	76.6KSH	$14.7M
8	First Heartland Consultants, Inc.	Shares	72.4KSH	$13.9M
9	WESPAC Advisors SoCal, LLC	Shares	70.3KSH	$13.5M
10	SEARCY FINANCIAL SERVICES INC /ADV	Shares	68.1KSH	$13.0M
11	Hobart Private Capital, LLC	Shares	65.2KSH	$12.5M
12	D.A. DAVIDSON & CO.	Shares	63.6KSH	$12.2M
13	EXCHANGE TRADED CONCEPTS, LLC	Shares	60.5KSH	$11.6M
14	Fiduciary Alliance LLC	Shares	59.1KSH	$11.3M
15	Crumly & Associates Inc.	Shares	58.1KSH	$11.1M
16	Ameliora Wealth Management Ltd.	Shares	53.2KSH	$10.2M
17	Wealthcare Advisory Partners LLC	Shares	50.0KSH	$9.6M
18	PFG Investments, LLC	Shares	49.1KSH	$9.4M
19	Richard P Slaughter Associates Inc	Shares	47.6KSH	$9.1M
20	Hutchens & Kramer Investment Management Group, LLC	Shares	47.0KSH	$9.0M
21	Prospera Financial Services Inc	Shares	46.3KSH	$8.9M
22	FOURPATH CAPITAL MANAGEMENT, LLC	Shares	46.0KSH	$8.8M
23	Bogart Wealth, LLC	Shares	44.0KSH	$8.4M
24	Rathbones Group PLC	Shares	42.6KSH	$8.2M
25	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	Shares	41.3KSH	$7.9M
26	WealthBridge Capital Management, LLC	Shares	41.0KSH	$7.9M
27	KPP Advisory Services LLC	Shares	40.7KSH	$7.8M
28	HMS Capital Management, LLC	Shares	39.9KSH	$7.6M
29	Waycross Investment Management Co	Shares	39.5KSH	$7.6M
30	HBW ADVISORY SERVICES LLC	Shares	37.8KSH	$7.3M
31	MANCHESTER FINANCIAL INC	Shares	36.1KSH	$6.9M
32	Ferguson Shapiro LLC	Shares	35.1KSH	$6.7M
33	ABLE Financial Group, LLC	Shares	31.5KSH	$6.0M
34	INDEPENDENT FINANCIAL GROUP, LLC	Shares	31.3KSH	$6.0M
35	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	31.0KSH	$5.8M
36	SOUTHERN CAPITAL SERVICES INC /ADV	Shares	29.7KSH	$5.7M
37	Eagle Strategies LLC	Shares	29.4KSH	$5.6M
38	Redhawk Wealth Advisors, Inc.	Shares	28.8KSH	$5.5M
39	Merit Financial Group, LLC	Shares	28.0KSH	$5.4M
40	TCFG Investment Advisors, LLC	Shares	27.4KSH	$5.3M
41	SBE LLC DBA CEDAR COVE WEALTH PARTNERS	Shares	26.9KSH	$5.2M
42	Owen LaRue, LLC	Shares	26.6KSH	$5.1M
43	Mesirow Financial Investment Management, Inc.	Shares	26.0KSH	$5.0M
44	BENJAMIN EDWARDS INC	Shares	24.3KSH	$4.7M
45	J.W. COLE ADVISORS, INC.	Shares	23.8KSH	$4.6M
46	Avior Wealth Management, LLC	Shares	22.7KSH	$4.3M
47	RFG Advisory, LLC	Shares	21.9KSH	$4.2M
48	Golden State Wealth Management, LLC	Shares	20.4KSH	$3.9M
49	VVR Holdings LLC	Shares	20.2KSH	$3.9M
50	Cornerstone Wealth Management, LLC	Shares	19.1KSH	$3.7M

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

50 / 213 loaded

#		Instrument
1	ARMSTRONG ADVISORY GROUP, INC added	Shares	+92.1K	+$17.7M	$18.1M
2	SEARCY FINANCIAL SERVICES INC /ADV new	Shares	+68.1K	+$13.0M	$13.0M
3	Hobart Private Capital, LLC new	Shares	+65.2K	+$12.5M	$12.5M
4	EXCHANGE TRADED CONCEPTS, LLC new	Shares	+60.5K	+$11.6M	$11.6M
5	MEITAV INVESTMENT HOUSE LTD added	Shares	+23.3K	+$10.4M	$45.0M
6	FOURPATH CAPITAL MANAGEMENT, LLC new	Shares	+46.0K	+$8.8M	$8.8M
7	Presidio Capital Management, LLC added	Shares	+17.4K	+$6.1M	$22.3M
8	TRAPHAGEN INVESTMENT ADVISORS LLC trimmed	Shares	-9.6K	+$6.1M	$51.9M
9	Prospera Financial Services Inc added	Shares	+28.2K	+$5.9M	$8.9M
10	Aprio Wealth Management, LLC added	Shares	+7.4K	+$5.1M	$26.7M
11	Arlington Financial Advisors, LLC trimmed	Shares	-4.8K	+$5.0M	$39.6M
12	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors added	Shares	+20.6K	+$4.5M	$7.9M
13	Crumly & Associates Inc. added	Shares	+11.1K	+$3.5M	$11.1M
14	SBE LLC DBA CEDAR COVE WEALTH PARTNERS added	Shares	+16.1K	+$3.4M	$5.2M
15	D.A. DAVIDSON & CO. added	Shares	+7.2K	+$3.0M	$12.2M
16	Ameliora Wealth Management Ltd. added	Shares	+8.6K	+$2.9M	$10.2M
17	BFI Infinity Ltd. added	Shares	+3.3K	+$2.7M	$14.7M
18	OAK FAMILY ADVISORS, LLC new	Shares	+13.6K	+$2.6M	$2.6M
19	WESPAC Advisors SoCal, LLC added	Shares	+3.2K	+$2.5M	$13.5M
20	Mesirow Financial Investment Management, Inc. added	Shares	+10.0K	+$2.4M	$5.0M
21	Avior Wealth Management, LLC added	Shares	+9.6K	+$2.2M	$4.3M
22	KPP Advisory Services LLC added	Shares	+5.9K	+$2.1M	$7.8M
23	HBW ADVISORY SERVICES LLC added	Shares	+6.4K	+$2.1M	$7.3M
24	Merit Financial Group, LLC added	Shares	+7.9K	+$2.1M	$5.4M
25	First Heartland Consultants, Inc. added	Shares	+88	+$2.1M	$13.9M
26	Waycross Investment Management Co added	Shares	+4.8K	+$1.9M	$7.6M
27	Redhawk Wealth Advisors, Inc. added	Shares	+5.9K	+$1.8M	$5.5M
28	Wealthcare Advisory Partners LLC added	Shares	+1.6K	+$1.7M	$9.6M
29	RFG Advisory, LLC added	Shares	+6.3K	+$1.7M	$4.2M
30	WealthBridge Capital Management, LLC added	Shares	+2.7K	+$1.6M	$7.9M
31	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+5.5K	+$1.6M	$5.8M
32	Golden State Wealth Management, LLC added	Shares	+5.8K	+$1.5M	$3.9M
33	Integrity Investment Advisors, LLC added	Shares	+6.7K	+$1.5M	$2.8M
34	PFG Investments, LLC added	Shares	+708	+$1.5M	$9.4M
35	BOS Asset Management, LLC added	Shares	+7.3K	+$1.5M	$2.0M
36	VVR Holdings LLC added	Shares	+5.6K	+$1.5M	$3.9M
37	Fortis Group Advisors, LLC new	Shares	+7.6K	+$1.5M	$1.5M
38	NATIONS FINANCIAL GROUP INC, /IA/ /ADV added	Shares	+6.5K	+$1.4M	$2.4M
39	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+3.0K	+$1.4M	$6.0M
40	Bogart Wealth, LLC added	Shares	+624	+$1.3M	$8.4M
41	Hutchens & Kramer Investment Management Group, LLC trimmed	Shares	-378	+$1.3M	$9.0M
42	ABLE Financial Group, LLC added	Shares	+2.2K	+$1.3M	$6.0M
43	SOUTHERN CAPITAL SERVICES INC /ADV added	Shares	+2.5K	+$1.2M	$5.7M
44	Spire Wealth Management added	Shares	+4.6K	+$1.2M	$3.4M
45	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added	Shares	+4.8K	+$1.2M	$3.0M
46	Richard P Slaughter Associates Inc trimmed	Shares	-757	+$1.2M	$9.1M
47	J.W. COLE ADVISORS, INC. added	Shares	+3.0K	+$1.2M	$4.6M
48	TCFG Investment Advisors, LLC added	Shares	+2.1K	+$1.1M	$5.3M
49	Fiduciary Alliance LLC added	Shares	+1.9K	+$1.0M	$11.3M
50	HMS Capital Management, LLC trimmed	Shares	-587	+$1.0M	$7.6M

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