Filing Research | First Trust Utilities ETF Institutional Holdings

Snapshot holdings

50 / 52 loaded

#		Instrument	quantity
1	Fiduciary Alliance LLC	Shares	97.8KSH	$4.8M
2	BENJAMIN EDWARDS INC	Shares	38.8KSH	$1.9M
3	Cyndeo Wealth Partners, LLC	Shares	38.6KSH	$1.9M
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	30.0KSH	$1.5M
5	Envestnet Portfolio Solutions, Inc.	Shares	29.3KSH	$1.4M
6	J.W. COLE ADVISORS, INC.	Shares	27.1KSH	$1.3M
7	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	Shares	27.1KSH	$1.3M
8	D.A. DAVIDSON & CO.	Shares	26.8KSH	$1.3M
9	FLAGSHIP HARBOR ADVISORS, LLC	Shares	21.9KSH	$1.1M
10	INDEPENDENT FINANCIAL GROUP, LLC	Shares	19.9KSH	$981.0K
11	Sound Income Strategies, LLC	Shares	18.8KSH	$927.5K
12	Merit Financial Group, LLC	Shares	18.3KSH	$902.2K
13	Prospera Financial Services Inc	Shares	16.3KSH	$804.1K
14	WINEBRENNER CAPITAL MANAGEMENT LLC	Shares	16.0KSH	$791.5K
15	RFG Advisory, LLC	Shares	14.9KSH	$734.2K
16	Dynamic Advisor Solutions LLC	Shares	13.1KSH	$644.4K
17	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	Shares	12.4KSH	$611.5K
18	Farther Finance Advisors, LLC	Shares	12.4KSH	$610.2K
19	COTTONWOOD CAPITAL ADVISORS, LLC	Shares	12.1KSH	$597.3K
20	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	11.8KSH	$577.2K
21	HBW ADVISORY SERVICES LLC	Shares	11.6KSH	$570.5K
22	Milestones Private Investment Advisors LLC	Shares	11.2KSH	$550.3K
23	HARMONY ASSET MANAGEMENT LLC	Shares	11.1KSH	$548.3K
24	IFP Advisors, Inc	Shares	10.9KSH	$537.3K
25	EQUITABLE TRUST CO	Shares	10.2KSH	$504.2K
26	One Charles Private Wealth Services, LLC	Shares	8.7KSH	$427.0K
27	Global View Capital Management LLC	Shares	6.7KSH	$329.5K
28	Core Wealth Partners LLC	Shares	6.6KSH	$323.7K
29	Nilsine Partners, LLC	Shares	5.9KSH	$289.9K
30	Urban Wealth Management, LLC	Shares	5.2KSH	$254.2K
31	Nova Wealth Management, Inc.	Shares	3.6KSH	$178.9K
32	LANARK FINANCIAL, INC.	Shares	3.5KSH	$170.9K
33	Capital Investment Advisory Services, LLC	Shares	1.9KSH	$95.6K
34	ELEVATION WEALTH PARTNERS, LLC	Shares	1.4KSH	$67.9K
35	Triumph Capital Management	Shares	1.0KSH	$49.8K
36	Raleigh Capital Management Inc.	Shares	499SH	$24.6K
37	Blue Trust, Inc.	Shares	227SH	$11.2K
38	Physician Wealth Advisors, Inc.	Shares	154SH	$7.6K
39	CoreCap Advisors, LLC	Shares	146SH	$7.2K
40	Davis Capital Management	Shares	131SH	$6.5K
41	Mosley Wealth Management	Shares	126SH	$6.2K
42	Fortis Group Advisors, LLC	Shares	97SH	$4.8K
43	Spire Wealth Management	Shares	61SH	$3.0K
44	AdvisorNet Financial, Inc	Shares	55SH	$2.8K
45	Central Pacific Bank - Trust Division	Shares	38SH	$1.9K
46	Wagner Wealth Management, LLC	Shares	37SH	$1.8K
47	Princeton Global Asset Management LLC	Shares	34SH	$1.7K
48	Key FInancial Inc	Shares	32SH	$1.6K
49	DHJJ Financial Advisors, Ltd.	Shares	29SH	$1.4K
50	Darwin Wealth Management, LLC	Shares	15SH	$740

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

50 / 57 loaded

#		Instrument
1	Envestnet Portfolio Solutions, Inc. added	Shares	+15.1K	+$743.3K	$1.4M
2	Fiduciary Alliance LLC added	Shares	+10.7K	+$487.8K	$4.8M
3	Urban Wealth Management, LLC new	Shares	+5.2K	+$254.2K	$254.2K
4	Cyndeo Wealth Partners, LLC added	Shares	+3.7K	+$172.1K	$1.9M
5	FLAGSHIP HARBOR ADVISORS, LLC added	Shares	+3.4K	+$162.5K	$1.1M
6	D.A. DAVIDSON & CO. added	Shares	+2.0K	+$94.2K	$1.3M
7	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added	Shares	+1.9K	+$92.8K	$611.5K
8	Prospera Financial Services Inc added	Shares	+1.8K	+$84.0K	$804.1K
9	HBW ADVISORY SERVICES LLC added	Shares	+1.0K	+$48.0K	$570.5K
10	HARMONY ASSET MANAGEMENT LLC added	Shares	+505	+$22.3K	$548.3K
11	Raleigh Capital Management Inc. added	Shares	+267	+$13.1K	$24.6K
12	NATIONS FINANCIAL GROUP INC, /IA/ /ADV added	Shares	+305	+$8.4K	$1.3M
13	RFG Advisory, LLC added	Shares	+202	+$6.3K	$734.2K
14	J.W. COLE ADVISORS, INC. added	Shares	+258	+$6.1K	$1.3M
15	Fortis Group Advisors, LLC new	Shares	+97	+$4.8K	$4.8K
16	Princeton Global Asset Management LLC new	Shares	+34	+$1.7K	$1.7K
17	Darwin Wealth Management, LLC new	Shares	+15	+$740	$740
18	Mosley Wealth Management added	Shares	+1	+$542	$6.2K
19	AdvisorNet Financial, Inc unchanged	Shares	0	$0	$2.8K
20	Realta Investment Advisors unchanged	Shares	0	$0	$51
21	DHJJ Financial Advisors, Ltd. added	Shares	+1	-$1	$1.4K
22	Wagner Wealth Management, LLC unchanged	Shares	0	-$1	$1.8K
23	Blue Trust, Inc. added	Shares	+1	-$8	$11.2K
24	Key FInancial Inc unchanged	Shares	0	-$8	$1.6K
25	Central Pacific Bank - Trust Division unchanged	Shares	0	-$9	$1.9K
26	Spire Wealth Management unchanged	Shares	0	-$16	$3.0K
27	Davis Capital Management unchanged	Shares	0	-$32	$6.5K
28	CoreCap Advisors, LLC unchanged	Shares	0	-$36	$7.2K
29	Physician Wealth Advisors, Inc. unchanged	Shares	0	-$38	$7.6K
30	CX Institutional trimmed	Shares	-1.7K	-$86	$13
31	ELEVATION WEALTH PARTNERS, LLC unchanged	Shares	0	-$344	$67.9K
32	Capital Investment Advisory Services, LLC unchanged	Shares	0	-$484	$95.6K
33	Triumph Capital Management trimmed	Shares	-8	-$633	$49.8K
34	Nova Wealth Management, Inc. trimmed	Shares	-8	-$1.3K	$178.9K
35	Core Wealth Partners LLC unchanged	Shares	0	-$1.6K	$323.7K
36	EQUITABLE TRUST CO unchanged	Shares	0	-$2.6K	$504.2K
37	COTTONWOOD CAPITAL ADVISORS, LLC trimmed	Shares	-34	-$4.7K	$597.3K
38	WINEBRENNER CAPITAL MANAGEMENT LLC trimmed	Shares	-71	-$7.5K	$791.5K
39	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+2	-$10.7K	$577.2K
40	LANARK FINANCIAL, INC. trimmed	Shares	-290	-$15.2K	$170.9K
41	Sound Income Strategies, LLC trimmed	Shares	-125	-$15.8K	$927.5K
42	Global View Capital Management LLC trimmed	Shares	-863	-$44.5K	$329.5K
43	One Charles Private Wealth Services, LLC trimmed	Shares	-1.5K	-$75.6K	$427.0K
44	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-1.3K	-$89.0K	$1.5M
45	IFP Advisors, Inc trimmed	Shares	-2.0K	-$101.0K	$537.3K
46	Dynamic Advisor Solutions LLC trimmed	Shares	-2.8K	-$142.7K	$644.4K
47	Farther Finance Advisors, LLC trimmed	Shares	-6.3K	-$318.1K	$610.2K
48	WealthBridge Capital Management, LLC exited	Shares	-7.1K	-$351.1K	$0
49	Cadent Capital Advisors, LLC exited	Shares	-9.5K	-$473.0K	$0
50	INDEPENDENT FINANCIAL GROUP, LLC trimmed	Shares	-9.7K	-$487.6K	$981.0K

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