Filing Research | FIRST TR EXCHANGE-TRADED ALP Institutional Holdings

Snapshot holdings

50 / 63 loaded

#		Instrument	quantity
1	BENJAMIN EDWARDS INC	Shares	79.2KSH	$15.4M
2	D.A. DAVIDSON & CO.	Shares	37.7KSH	$7.3M
3	LVZ, Inc.	Shares	26.3KSH	$5.1M
4	Boyce & Associates Wealth Consulting, Inc.	Shares	21.7KSH	$4.2M
5	Wealthcare Advisory Partners LLC	Shares	19.2KSH	$3.7M
6	Prospera Financial Services Inc	Shares	18.7KSH	$3.6M
7	IFP Advisors, Inc	Shares	18.5KSH	$3.6M
8	IFS Group,LLC	Shares	16.6KSH	$3.2M
9	Wedmont Private Capital	Shares	15.4KSH	$2.8M
10	LANARK FINANCIAL, INC.	Shares	8.8KSH	$1.7M
11	Apollon Wealth Management, LLC	Shares	7.9KSH	$1.5M
12	CoreCap Advisors, LLC	Shares	7.6KSH	$1.5M
13	FIFTH THIRD SECURITIES, INC.	Shares	6.4KSH	$1.2M
14	RFG Advisory, LLC	Shares	5.3KSH	$1.0M
15	Well Done, LLC	Shares	4.9KSH	$944.6K
16	INDEPENDENT FINANCIAL GROUP, LLC	Shares	4.4KSH	$855.7K
17	RiverTree Advisors, LLC	Shares	3.7KSH	$724.9K
18	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	3.7KSH	$691.3K
19	Sound Income Strategies, LLC	Shares	2.8KSH	$536.7K
20	FLAGSTAR SECURITIES, INC	Shares	2.7KSH	$527.0K
21	Independent Wealth Network Inc.	Shares	2.6KSH	$495.3K
22	Cypress Wealth Services, LLC	Shares	2.3KSH	$435.9K
23	WealthBridge Capital Management, LLC	Shares	2.2KSH	$428.0K
24	SBE LLC DBA CEDAR COVE WEALTH PARTNERS	Shares	2.2KSH	$427.1K
25	Merit Financial Group, LLC	Shares	2.2KSH	$418.4K
26	Sylvest Advisors, LLC	Shares	2.0KSH	$384.8K
27	VAQUERO PRIVATE WEALTH, LTD	Shares	1.9KSH	$375.9K
28	TCFG Investment Advisors, LLC	Shares	1.9KSH	$372.3K
29	QRG CAPITAL MANAGEMENT, INC.	Shares	1.9KSH	$368.6K
30	Pine Valley Investments Ltd Liability Co	Shares	1.9KSH	$368.0K
31	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	1.9KSH	$362.5K
32	Crumly & Associates Inc.	Shares	1.8KSH	$342.6K
33	Higgins & Schmidt Wealth Strategies LLC	Shares	1.7KSH	$336.6K
34	REDSTONE WEALTH MANAGEMENT, LLC	Shares	1.6KSH	$318.2K
35	PFG Advisors	Shares	1.6KSH	$317.6K
36	LexAurum Advisors, LLC	Shares	1.5KSH	$294.3K
37	Strid Group, LLC	Shares	1.3KSH	$259.7K
38	HHM Wealth Advisors, LLC	Shares	1.2KSH	$235.0K
39	M3 Advisory Group, LLC	Shares	1.2KSH	$227.0K
40	Core Wealth Partners LLC	Shares	1.2KSH	$224.1K
41	NORTHWEST WEALTH MANAGEMENT, LLC	Shares	1.2KSH	$223.6K
42	FLAGSHIP HARBOR ADVISORS, LLC	Shares	1.1KSH	$213.5K
43	PRIVATE CLIENT SERVICES, LLC	Shares	1.1KSH	$213.2K
44	Summit Investment Advisory Services, LLC	Shares	1.1KSH	$209.3K
45	ABLE Financial Group, LLC	Shares	1.1KSH	$209.1K
46	Cyndeo Wealth Partners, LLC	Shares	1.0KSH	$200.6K
47	Hilltop National Bank	Shares	688SH	$133.3K
48	Crews Bank & Trust	Shares	451SH	$87.4K
49	Pillar Financial Advisors, LLC	Shares	435SH	$84.3K
50	Farther Finance Advisors, LLC	Shares	403SH	$78.2K

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

50 / 62 loaded

#		Instrument
1	BENJAMIN EDWARDS INC added	Shares	+16.8K	+$5.7M	$15.4M
2	D.A. DAVIDSON & CO. trimmed	Shares	-14	+$1.5M	$7.3M
3	Wealthcare Advisory Partners LLC added	Shares	+2.7K	+$1.2M	$3.7M
4	IFS Group,LLC added	Shares	+2.1K	+$986.5K	$3.2M
5	Boyce & Associates Wealth Consulting, Inc. added	Shares	+579	+$949.3K	$4.2M
6	LVZ, Inc. trimmed	Shares	-1.0K	+$883.4K	$5.1M
7	Prospera Financial Services Inc trimmed	Shares	-168	+$716.9K	$3.6M
8	IFP Advisors, Inc trimmed	Shares	-1.9K	+$445.2K	$3.6M
9	Sylvest Advisors, LLC new	Shares	+2.0K	+$384.8K	$384.8K
10	Wedmont Private Capital unchanged	Shares	0	+$330.5K	$2.8M
11	LANARK FINANCIAL, INC. trimmed	Shares	-153	+$324.2K	$1.7M
12	Apollon Wealth Management, LLC trimmed	Shares	-367	+$255.8K	$1.5M
13	CoreCap Advisors, LLC trimmed	Shares	-369	+$243.7K	$1.5M
14	M3 Advisory Group, LLC new	Shares	+1.2K	+$227.0K	$227.0K
15	Core Wealth Partners LLC new	Shares	+1.2K	+$224.1K	$224.1K
16	NORTHWEST WEALTH MANAGEMENT, LLC new	Shares	+1.2K	+$223.6K	$223.6K
17	PRIVATE CLIENT SERVICES, LLC new	Shares	+1.1K	+$213.2K	$213.2K
18	Summit Investment Advisory Services, LLC new	Shares	+1.1K	+$209.3K	$209.3K
19	ABLE Financial Group, LLC new	Shares	+1.1K	+$209.1K	$209.1K
20	Cyndeo Wealth Partners, LLC new	Shares	+1.0K	+$200.6K	$200.6K
21	FIFTH THIRD SECURITIES, INC. trimmed	Shares	-387	+$194.1K	$1.2M
22	Well Done, LLC unchanged	Shares	0	+$193.2K	$944.6K
23	RiverTree Advisors, LLC unchanged	Shares	0	+$148.2K	$724.9K
24	Independent Wealth Network Inc. added	Shares	+157	+$125.5K	$495.3K
25	FLAGSTAR SECURITIES, INC unchanged	Shares	0	+$107.9K	$527.0K
26	Sound Income Strategies, LLC trimmed	Shares	-6	+$102.6K	$536.7K
27	Merit Financial Group, LLC added	Shares	+28	+$89.9K	$418.4K
28	Cypress Wealth Services, LLC added	Shares	+1	+$89.2K	$435.9K
29	WealthBridge Capital Management, LLC unchanged	Shares	0	+$87.5K	$428.0K
30	SBE LLC DBA CEDAR COVE WEALTH PARTNERS unchanged	Shares	0	+$87.3K	$427.1K
31	Pine Valley Investments Ltd Liability Co added	Shares	+52	+$83.3K	$368.0K
32	TCFG Investment Advisors, LLC trimmed	Shares	-20	+$73.1K	$372.3K
33	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-200	+$73.0K	$691.3K
34	Crumly & Associates Inc. unchanged	Shares	0	+$70.1K	$342.6K
35	QRG CAPITAL MANAGEMENT, INC. trimmed	Shares	-85	+$62.3K	$368.6K
36	Higgins & Schmidt Wealth Strategies LLC trimmed	Shares	-123	+$49.9K	$336.6K
37	LexAurum Advisors, LLC trimmed	Shares	-70	+$49.4K	$294.3K
38	HHM Wealth Advisors, LLC added	Shares	+4	+$48.7K	$235.0K
39	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC trimmed	Shares	-119	+$43.3K	$362.5K
40	Strid Group, LLC trimmed	Shares	-111	+$36.0K	$259.7K
41	Hilltop National Bank unchanged	Shares	0	+$27.3K	$133.3K
42	PFG Advisors trimmed	Shares	-299	+$18.8K	$317.6K
43	Crews Bank & Trust unchanged	Shares	0	+$17.9K	$87.4K
44	Pillar Financial Advisors, LLC unchanged	Shares	0	+$17.2K	$84.3K
45	Spire Wealth Management unchanged	Shares	0	+$13.7K	$66.8K
46	GAMMA Investing LLC unchanged	Shares	0	+$11.8K	$57.7K
47	REDSTONE WEALTH MANAGEMENT, LLC trimmed	Shares	-348	+$11.4K	$318.2K
48	FLAGSHIP HARBOR ADVISORS, LLC trimmed	Shares	-224	+$9.0K	$213.5K
49	HALBERT HARGROVE GLOBAL ADVISORS, LLC unchanged	Shares	0	+$6.9K	$33.7K
50	WOLFF WIESE MAGANA LLC unchanged	Shares	0	+$4.0K	$19.4K

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