Filing Research | FIRST TR EXCHANGE-TRADED FD Institutional Holdings

Snapshot holdings

50 / 63 loaded

#		Instrument	quantity
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	1.5MSH	$31.4M
2	HBW ADVISORY SERVICES LLC	Shares	1.2MSH	$24.6M
3	FISCHER INVESTMENT STRATEGIES, LLC	Shares	464.5KSH	$9.7M
4	INDEPENDENT FINANCIAL GROUP, LLC	Shares	419.1KSH	$8.7M
5	Buska Wealth Management, LLC	Shares	358.5KSH	$7.5M
6	IAMS WEALTH MANAGEMENT, LLC	Shares	348.6KSH	$7.2M
7	Accel Wealth Management	Shares	320.8KSH	$6.7M
8	BOS Asset Management, LLC	Shares	315.4KSH	$6.6M
9	IFP Advisors, Inc	Shares	252.3KSH	$5.2M
10	Brookstone Capital Management	Shares	252.0KSH	$5.2M
11	CARY STREET PARTNERS FINANCIAL LLC	Shares	248.5KSH	$5.2M
12	Green Ridge Wealth Planning LLC	Shares	145.0KSH	$3.0M
13	Farther Finance Advisors, LLC	Shares	144.4KSH	$3.0M
14	Key Client Fiduciary Advisors, LLC	Shares	133.1KSH	$2.8M
15	Strategic Blueprint, LLC	Shares	125.7KSH	$2.6M
16	STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC	Shares	119.8KSH	$2.5M
17	Boyer Financial Services, Inc.	Shares	110.0KSH	$2.3M
18	J.W. COLE ADVISORS, INC.	Shares	87.8KSH	$1.8M
19	Pine Valley Investments Ltd Liability Co	Shares	78.1KSH	$1.6M
20	Avior Wealth Management, LLC	Shares	77.8KSH	$1.6M
21	CoreCap Advisors, LLC	Shares	76.2KSH	$1.6M
22	Bright Futures Wealth Management, LLC.	Shares	65.7KSH	$1.4M
23	Quad-Cities Investment Group, LLC	Shares	65.3KSH	$1.4M
24	Castleview Partners, LLC	Shares	56.5KSH	$1.2M
25	RFG Advisory, LLC	Shares	54.9KSH	$1.1M
26	WORLD EQUITY GROUP, INC.	Shares	49.0KSH	$1.0M
27	Diligent Investors, LLC	Shares	48.0KSH	$998.1K
28	MBE Wealth Management, LLC	Shares	46.4KSH	$965.1K
29	ADAMSBROWN WEALTH CONSULTANTS LLC	Shares	41.4KSH	$861.2K
30	Prospera Financial Services Inc	Shares	41.2KSH	$856.8K
31	Optivise Advisory Services LLC	Shares	41.1KSH	$854.2K
32	HERITAGE OAK WEALTH ADVISORS LLC	Shares	39.9KSH	$828.5K
33	Core Wealth Partners LLC	Shares	36.0KSH	$749.1K
34	Capital Investment Advisory Services, LLC	Shares	29.6KSH	$615.9K
35	SECURED RETIREMENT ADVISORS, LLC	Shares	27.9KSH	$579.6K
36	Cyndeo Wealth Partners, LLC	Shares	26.5KSH	$551.1K
37	Monument Capital Management	Shares	26.2KSH	$544.3K
38	Apollon Wealth Management, LLC	Shares	24.2KSH	$502.4K
39	Accurate Wealth Management, LLC	Shares	23.4KSH	$482.4K
40	Redhawk Wealth Advisors, Inc.	Shares	22.6KSH	$470.5K
41	Triumph Capital Management	Shares	22.6KSH	$469.2K
42	GoalVest Advisory LLC	Shares	21.3KSH	$442.3K
43	NEW WAVE WEALTH ADVISORS LLC	Shares	19.5KSH	$405.9K
44	Blue Trust, Inc.	Shares	18.3KSH	$380.4K
45	MN Wealth Advisors, LLC	Shares	17.6KSH	$366.1K
46	CALIBER WEALTH MANAGEMENT, LLC / KS	Shares	16.3KSH	$339.4K
47	VIMA LLC	Shares	16.3KSH	$338.4K
48	Clarus Group, Inc.	Shares	15.8KSH	$328.4K
49	Presidio Capital Management, LLC	Shares	14.8KSH	$308.4K
50	TCFG Investment Advisors, LLC	Shares	14.5KSH	$302.0K

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

50 / 64 loaded

#		Instrument
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+1.5M	+$31.4M	$31.4M
2	HBW ADVISORY SERVICES LLC new	Shares	+1.2M	+$24.6M	$24.6M
3	FISCHER INVESTMENT STRATEGIES, LLC new	Shares	+464.5K	+$9.7M	$9.7M
4	INDEPENDENT FINANCIAL GROUP, LLC new	Shares	+419.1K	+$8.7M	$8.7M
5	IAMS WEALTH MANAGEMENT, LLC new	Shares	+348.6K	+$7.2M	$7.2M
6	BOS Asset Management, LLC new	Shares	+315.4K	+$6.6M	$6.6M
7	Buska Wealth Management, LLC added	Shares	+305.2K	+$6.4M	$7.5M
8	Brookstone Capital Management new	Shares	+252.0K	+$5.2M	$5.2M
9	CARY STREET PARTNERS FINANCIAL LLC new	Shares	+248.5K	+$5.2M	$5.2M
10	Accel Wealth Management added	Shares	+228.3K	+$4.8M	$6.7M
11	IFP Advisors, Inc added	Shares	+228.9K	+$4.8M	$5.2M
12	Green Ridge Wealth Planning LLC new	Shares	+145.0K	+$3.0M	$3.0M
13	Farther Finance Advisors, LLC new	Shares	+144.4K	+$3.0M	$3.0M
14	Key Client Fiduciary Advisors, LLC new	Shares	+133.1K	+$2.8M	$2.8M
15	Boyer Financial Services, Inc. new	Shares	+110.0K	+$2.3M	$2.3M
16	Strategic Blueprint, LLC added	Shares	+106.1K	+$2.2M	$2.6M
17	J.W. COLE ADVISORS, INC. new	Shares	+87.8K	+$1.8M	$1.8M
18	Pine Valley Investments Ltd Liability Co new	Shares	+78.1K	+$1.6M	$1.6M
19	Avior Wealth Management, LLC new	Shares	+77.8K	+$1.6M	$1.6M
20	CoreCap Advisors, LLC new	Shares	+76.2K	+$1.6M	$1.6M
21	Bright Futures Wealth Management, LLC. new	Shares	+65.7K	+$1.4M	$1.4M
22	Quad-Cities Investment Group, LLC added	Shares	+54.7K	+$1.1M	$1.4M
23	WORLD EQUITY GROUP, INC. new	Shares	+49.0K	+$1.0M	$1.0M
24	Diligent Investors, LLC new	Shares	+48.0K	+$998.1K	$998.1K
25	ADAMSBROWN WEALTH CONSULTANTS LLC new	Shares	+41.4K	+$861.2K	$861.2K
26	Prospera Financial Services Inc new	Shares	+41.2K	+$856.8K	$856.8K
27	Optivise Advisory Services LLC new	Shares	+41.1K	+$854.2K	$854.2K
28	HERITAGE OAK WEALTH ADVISORS LLC new	Shares	+39.9K	+$828.5K	$828.5K
29	Core Wealth Partners LLC new	Shares	+36.0K	+$749.1K	$749.1K
30	STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC added	Shares	+33.3K	+$728.1K	$2.5M
31	RFG Advisory, LLC added	Shares	+31.5K	+$664.4K	$1.1M
32	Capital Investment Advisory Services, LLC new	Shares	+29.6K	+$615.9K	$615.9K
33	Cyndeo Wealth Partners, LLC new	Shares	+26.5K	+$551.1K	$551.1K
34	Monument Capital Management new	Shares	+26.2K	+$544.3K	$544.3K
35	MBE Wealth Management, LLC added	Shares	+25.5K	+$539.6K	$965.1K
36	Apollon Wealth Management, LLC new	Shares	+24.2K	+$502.4K	$502.4K
37	Accurate Wealth Management, LLC new	Shares	+23.4K	+$482.4K	$482.4K
38	Triumph Capital Management new	Shares	+22.6K	+$469.2K	$469.2K
39	GoalVest Advisory LLC new	Shares	+21.3K	+$442.3K	$442.3K
40	NEW WAVE WEALTH ADVISORS LLC new	Shares	+19.5K	+$405.9K	$405.9K
41	Blue Trust, Inc. new	Shares	+18.3K	+$380.4K	$380.4K
42	MN Wealth Advisors, LLC new	Shares	+17.6K	+$366.1K	$366.1K
43	SECURED RETIREMENT ADVISORS, LLC added	Shares	+16.9K	+$356.2K	$579.6K
44	Castleview Partners, LLC added	Shares	+16.1K	+$352.3K	$1.2M
45	Clarus Group, Inc. new	Shares	+15.8K	+$328.4K	$328.4K
46	Presidio Capital Management, LLC new	Shares	+14.8K	+$308.4K	$308.4K
47	TCFG Investment Advisors, LLC new	Shares	+14.5K	+$302.0K	$302.0K
48	Chris Bulman Inc new	Shares	+14.0K	+$292.1K	$292.1K
49	Apollon Financial, LLC new	Shares	+14.0K	+$290.9K	$290.9K
50	Merit Financial Group, LLC new	Shares	+13.1K	+$273.0K	$273.0K

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