Filing Research | FIRST TR EXCHANGE-TRADED FD Institutional Holdings

Snapshot holdings

50 / 90 loaded

#		Instrument	quantity
1	Prospera Financial Services Inc	Shares	714.3KSH	$21.0M
2	Merit Financial Group, LLC	Shares	713.8KSH	$21.0M
3	PARK NATIONAL CORP /OH/	Shares	711.2KSH	$20.9M
4	ADAMSBROWN WEALTH CONSULTANTS LLC	Shares	686.1KSH	$20.2M
5	Second Half Financial Partners, LLC	Shares	628.1KSH	$18.5M
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	517.8KSH	$15.1M
7	Cooper Capital Advisors LLC	Shares	486.7KSH	$14.3M
8	Clarus Group, Inc.	Shares	425.6KSH	$12.5M
9	Summit Financial Wealth Advisors, LLC	Shares	406.9KSH	$12.0M
10	Farther Finance Advisors, LLC	Shares	360.2KSH	$10.6M
11	Echo Wealth Management, LLC	Shares	330.9KSH	$9.7M
12	ARQ WEALTH ADVISORS, LLC	Shares	295.0KSH	$8.5M
13	RFG Advisory, LLC	Shares	257.2KSH	$7.6M
14	IFP Advisors, Inc	Shares	239.5KSH	$7.0M
15	J.W. COLE ADVISORS, INC.	Shares	215.1KSH	$6.3M
16	Patriot Financial Group Insurance Agency, LLC	Shares	188.0KSH	$5.5M
17	StoneCrest Wealth Management, Inc.	Shares	180.3KSH	$5.3M
18	RiverTree Advisors, LLC	Shares	174.8KSH	$5.1M
19	Capital Investment Advisory Services, LLC	Shares	174.2KSH	$5.1M
20	D.A. DAVIDSON & CO.	Shares	163.9KSH	$4.8M
21	Apollon Wealth Management, LLC	Shares	162.8KSH	$4.8M
22	G&S Capital LLC	Shares	160.8KSH	$4.7M
23	Compass Financial Services Inc	Shares	160.1KSH	$4.7M
24	Accel Wealth Management	Shares	141.0KSH	$4.1M
25	INDEPENDENT FINANCIAL GROUP, LLC	Shares	130.6KSH	$3.8M
26	FISCHER INVESTMENT STRATEGIES, LLC	Shares	117.9KSH	$3.5M
27	Buska Wealth Management, LLC	Shares	107.4KSH	$3.2M
28	KPP Advisory Services LLC	Shares	107.2KSH	$3.2M
29	BEACON FINANCIAL GROUP	Shares	99.0KSH	$2.9M
30	Brookstone Capital Management	Shares	93.2KSH	$2.7M
31	VIMA LLC	Shares	89.6KSH	$2.6M
32	Boyce & Associates Wealth Consulting, Inc.	Shares	74.1KSH	$2.2M
33	Triumph Capital Management	Shares	73.2KSH	$2.2M
34	Quad-Cities Investment Group, LLC	Shares	66.7KSH	$2.0M
35	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	65.7KSH	$1.9M
36	John W. Brooker & Co., CPAs	Shares	64.2KSH	$1.9M
37	TrueWealth Advisors, LLC	Shares	60.8KSH	$1.8M
38	CoreCap Advisors, LLC	Shares	57.4KSH	$1.7M
39	MILESTONE ASSET MANAGEMENT, LLC	Shares	56.1KSH	$1.6M
40	Owen LaRue, LLC	Shares	54.8KSH	$1.6M
41	EverSource Wealth Advisors, LLC	Shares	53.5KSH	$1.6M
42	Core Wealth Partners LLC	Shares	52.5KSH	$1.5M
43	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	Shares	51.3KSH	$1.5M
44	Next Level Private LLC	Shares	49.6KSH	$1.5M
45	Marshall Financial Group, LLC	Shares	44.4KSH	$1.3M
46	WINNACLE WEALTH LLC	Shares	41.2KSH	$1.2M
47	Avidian Wealth Enterprises, LLC	Shares	35.5KSH	$1.0M
48	Darwin Wealth Management, LLC	Shares	33.9KSH	$997.2K
49	Envestnet Portfolio Solutions, Inc.	Shares	32.5KSH	$955.9K
50	Avior Wealth Management, LLC	Shares	30.4KSH	$894.9K

Scroll to load more

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

50 / 90 loaded

#		Instrument
1	Farther Finance Advisors, LLC added	Shares	+95.5K	+$3.8M	$10.6M
2	Prospera Financial Services Inc added	Shares	+35.5K	+$3.7M	$21.0M
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+74.2K	+$3.6M	$15.1M
4	PARK NATIONAL CORP /OH/ added	Shares	+30.7K	+$3.5M	$20.9M
5	ARQ WEALTH ADVISORS, LLC added	Shares	+97.5K	+$3.4M	$8.5M
6	ADAMSBROWN WEALTH CONSULTANTS LLC added	Shares	+14.3K	+$3.0M	$20.2M
7	Second Half Financial Partners, LLC unchanged	Shares	0	+$2.4M	$18.5M
8	Buska Wealth Management, LLC added	Shares	+77.3K	+$2.4M	$3.2M
9	Merit Financial Group, LLC trimmed	Shares	-15.3K	+$2.4M	$21.0M
10	Cooper Capital Advisors LLC added	Shares	+18.8K	+$2.4M	$14.3M
11	IFP Advisors, Inc added	Shares	+54.1K	+$2.3M	$7.0M
12	J.W. COLE ADVISORS, INC. added	Shares	+54.8K	+$2.2M	$6.3M
13	Echo Wealth Management, LLC added	Shares	+23.7K	+$1.9M	$9.7M
14	Summit Financial Wealth Advisors, LLC added	Shares	+11.0K	+$1.8M	$12.0M
15	RFG Advisory, LLC added	Shares	+31.4K	+$1.8M	$7.6M
16	Accel Wealth Management added	Shares	+46.4K	+$1.7M	$4.1M
17	FISCHER INVESTMENT STRATEGIES, LLC added	Shares	+44.7K	+$1.6M	$3.5M
18	Clarus Group, Inc. trimmed	Shares	-6.2K	+$1.5M	$12.5M
19	RiverTree Advisors, LLC added	Shares	+21.7K	+$1.2M	$5.1M
20	John W. Brooker & Co., CPAs added	Shares	+23.8K	+$855.1K	$1.9M
21	D.A. DAVIDSON & CO. added	Shares	+8.4K	+$844.6K	$4.8M
22	Compass Financial Services Inc added	Shares	+7.6K	+$810.0K	$4.7M
23	StoneCrest Wealth Management, Inc. added	Shares	+989	+$719.3K	$5.3M
24	G&S Capital LLC added	Shares	+2.6K	+$684.7K	$4.7M
25	Apollon Wealth Management, LLC added	Shares	+1.4K	+$662.1K	$4.8M
26	BEACON FINANCIAL GROUP added	Shares	+9.1K	+$613.5K	$2.9M
27	Brookstone Capital Management added	Shares	+6.1K	+$515.2K	$2.7M
28	KPP Advisory Services LLC added	Shares	+3.0K	+$489.4K	$3.2M
29	Owen LaRue, LLC added	Shares	+10.7K	+$485.6K	$1.6M
30	Darwin Wealth Management, LLC added	Shares	+13.5K	+$475.0K	$997.2K
31	TrueWealth Advisors, LLC added	Shares	+9.3K	+$472.7K	$1.8M
32	EverSource Wealth Advisors, LLC added	Shares	+9.4K	+$446.6K	$1.6M
33	Core Wealth Partners LLC added	Shares	+7.3K	+$388.4K	$1.5M
34	Capital Investment Advisory Services, LLC trimmed	Shares	-12.1K	+$361.8K	$5.1M
35	NATIONS FINANCIAL GROUP INC, /IA/ /ADV added	Shares	+6.1K	+$353.2K	$1.5M
36	Triumph Capital Management added	Shares	+2.6K	+$349.2K	$2.2M
37	Boyce & Associates Wealth Consulting, Inc. added	Shares	+2.0K	+$335.5K	$2.2M
38	WINNACLE WEALTH LLC added	Shares	+6.7K	+$330.1K	$1.2M
39	Envestnet Portfolio Solutions, Inc. added	Shares	+7.7K	+$322.2K	$955.9K
40	Quad-Cities Investment Group, LLC added	Shares	+2.4K	+$318.5K	$2.0M
41	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+2.8K	+$300.7K	$1.9M
42	WESPAC Advisors SoCal, LLC new	Shares	+10.1K	+$297.4K	$297.4K
43	NOVEM GROUP added	Shares	+6.2K	+$259.0K	$762.6K
44	Synergy Asset Management, LLC new	Shares	+8.6K	+$252.5K	$252.5K
45	CoreCap Advisors, LLC added	Shares	+1.2K	+$252.3K	$1.7M
46	Next Level Private LLC added	Shares	+2.0K	+$241.6K	$1.5M
47	Formidable Asset Management, LLC added	Shares	+10.0K	+$241.3K	$782.7K
48	Mattern Wealth Management LLC new	Shares	+8.0K	+$235.2K	$235.2K
49	WINEBRENNER CAPITAL MANAGEMENT LLC new	Shares	+7.9K	+$231.5K	$231.5K
50	TCFG Investment Advisors, LLC added	Shares	+3.6K	+$194.5K	$787.5K

Scroll to load more