Filing Research | FIRST TR EXCHNG TRADED FD VI Institutional Holdings

Snapshot holdings

38 / 38 loaded

#		Instrument	quantity
1	Wealthcare Advisory Partners LLC	Shares	741.9KSH	$40.9M
2	Strategic Blueprint, LLC	Shares	84.7KSH	$4.7M
3	Prospera Financial Services Inc	Shares	69.2KSH	$3.8M
4	Fragasso Financial Advisors Inc	Shares	60.5KSH	$3.3M
5	ERn Financial, LLC	Shares	42.8KSH	$2.4M
6	Octavia Wealth Advisors, LLC	Shares	24.5KSH	$1.3M
7	Accel Wealth Management	Shares	21.7KSH	$1.2M
8	LEGACY SOLUTIONS, LLC	Shares	20.7KSH	$1.1M
9	CoreCap Advisors, LLC	Shares	17.6KSH	$966.9K
10	RFG Advisory, LLC	Shares	17.3KSH	$955.3K
11	DHJJ Financial Advisors, Ltd.	Shares	17.1KSH	$942.3K
12	BEACON FINANCIAL GROUP	Shares	14.6KSH	$802.1K
13	SWMG, LLC	Shares	13.6KSH	$755.1K
14	ACT Advisors, LLC.	Shares	12.5KSH	$686.7K
15	Ignite Planners, LLC	Shares	11.6KSH	$641.4K
16	Chris Bulman Inc	Shares	11.5KSH	$631.8K
17	Merit Financial Group, LLC	Shares	10.1KSH	$558.6K
18	NOVEM GROUP	Shares	9.1KSH	$502.6K
19	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	8.1KSH	$450.0K
20	Apollon Wealth Management, LLC	Shares	6.2KSH	$342.6K
21	Sowell Financial Services LLC	Shares	6.1KSH	$337.8K
22	TopTier Wealth Management, LLC	Shares	5.7KSH	$316.2K
23	SOA Wealth Advisors, LLC.	Shares	5.8KSH	$314.9K
24	Farther Finance Advisors, LLC	Shares	5.5KSH	$304.0K
25	BROWN WEALTH MANAGEMENT, LLC	Shares	5.1KSH	$280.9K
26	MBL Wealth, LLC	Shares	5.1KSH	$279.6K
27	Brookstone Capital Management	Shares	5.0KSH	$275.5K
28	Noble Wealth Management PBC	Shares	4.5KSH	$248.7K
29	ACORN FINANCIAL ADVISORY SERVICES INC /ADV	Shares	3.6KSH	$200.4K
30	LANARK FINANCIAL, INC.	Shares	3.6KSH	$198.7K
31	IFP Advisors, Inc	Shares	3.4KSH	$185.7K
32	Darwin Wealth Management, LLC	Shares	1.7KSH	$94.6K
33	ALBION FINANCIAL GROUP /UT	Shares	1.6KSH	$88.1K
34	PFS Partners, LLC	Shares	675SH	$37.2K
35	Cape Investment Advisory, Inc.	Shares	276SH	$15.2K
36	Capital Investment Advisory Services, LLC	Shares	18SH	$991
37	EVOLUTION WEALTH MANAGEMENT INC.	Shares	16SH	$881
38	PARK AVENUE SECURITIES LLC	Shares	8.5KSH	$470

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

43 / 43 loaded

#		Instrument
1	Wealthcare Advisory Partners LLC added	Shares	+8.0K	+$3.9M	$40.9M
2	Prospera Financial Services Inc trimmed	Shares	-285	+$314.2K	$3.8M
3	Fragasso Financial Advisors Inc trimmed	Shares	-776	+$224.9K	$3.3M
4	ACORN FINANCIAL ADVISORY SERVICES INC /ADV new	Shares	+3.6K	+$200.4K	$200.4K
5	ERn Financial, LLC trimmed	Shares	-187	+$194.1K	$2.4M
6	RFG Advisory, LLC added	Shares	+1.9K	+$177.4K	$955.3K
7	Farther Finance Advisors, LLC added	Shares	+2.3K	+$139.6K	$304.0K
8	Octavia Wealth Advisors, LLC unchanged	Shares	0	+$116.1K	$1.3M
9	CoreCap Advisors, LLC added	Shares	+402	+$103.6K	$966.9K
10	SWMG, LLC unchanged	Shares	0	+$69.6K	$755.1K
11	ACT Advisors, LLC. unchanged	Shares	0	+$59.2K	$686.7K
12	DHJJ Financial Advisors, Ltd. trimmed	Shares	-479	+$57.2K	$942.3K
13	Chris Bulman Inc trimmed	Shares	-114	+$48.8K	$631.8K
14	NOVEM GROUP unchanged	Shares	0	+$43.3K	$502.6K
15	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-52	+$37.6K	$450.0K
16	Ignite Planners, LLC trimmed	Shares	-372	+$36.6K	$641.4K
17	MBL Wealth, LLC added	Shares	+150	+$31.7K	$279.6K
18	Apollon Wealth Management, LLC unchanged	Shares	0	+$29.5K	$342.6K
19	Accel Wealth Management trimmed	Shares	-1.5K	+$28.1K	$1.2M
20	TopTier Wealth Management, LLC trimmed	Shares	-14	+$26.6K	$316.2K
21	BROWN WEALTH MANAGEMENT, LLC unchanged	Shares	0	+$24.2K	$280.9K
22	IFP Advisors, Inc unchanged	Shares	0	+$16.0K	$185.7K
23	Cape Investment Advisory, Inc. new	Shares	+276	+$15.2K	$15.2K
24	Sowell Financial Services LLC trimmed	Shares	-356	+$11.2K	$337.8K
25	SOA Wealth Advisors, LLC. trimmed	Shares	-218	+$9.9K	$314.9K
26	Darwin Wealth Management, LLC unchanged	Shares	0	+$8.2K	$94.6K
27	ALBION FINANCIAL GROUP /UT unchanged	Shares	0	+$7.6K	$88.1K
28	PFS Partners, LLC unchanged	Shares	0	+$3.2K	$37.2K
29	Capital Investment Advisory Services, LLC unchanged	Shares	0	+$85	$991
30	EVOLUTION WEALTH MANAGEMENT INC. unchanged	Shares	0	+$76	$881
31	PARK AVENUE SECURITIES LLC trimmed	Shares	-304	+$25	$470
32	LEGACY SOLUTIONS, LLC trimmed	Shares	-2.4K	-$23.3K	$1.1M
33	Noble Wealth Management PBC trimmed	Shares	-1.5K	-$55.3K	$248.7K
34	LANARK FINANCIAL, INC. trimmed	Shares	-1.5K	-$60.5K	$198.7K
35	BEACON FINANCIAL GROUP trimmed	Shares	-2.9K	-$76.9K	$802.1K
36	Merit Financial Group, LLC trimmed	Shares	-3.7K	-$136.6K	$558.6K
37	Envestnet Portfolio Solutions, Inc. exited	Shares	-4.8K	-$244.1K	$0
38	Pacific Excel Wealth Advisors, Inc. exited	Shares	-5.0K	-$252.2K	$0
39	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC exited	Shares	-5.8K	-$293.4K	$0
40	Brookstone Capital Management trimmed	Shares	-8.3K	-$394.0K	$275.5K
41	Strategic Blueprint, LLC trimmed	Shares	-19.0K	-$555.3K	$4.7M
42	WORLD EQUITY GROUP, INC. exited	Shares	-11.2K	-$564.5K	$0
43	BAM Wealth Management, LLC exited	Shares	-85.4K	-$4.3M	$0