Filing Research | FIRST TR EXCHANGE TRADED FD Institutional Holdings

Snapshot holdings

50 / 176 loaded

#		Instrument	quantity
1	Mirae Asset Global Investments Co., Ltd.	Shares	286.0KSH	$38.1M
2	Next Level Private LLC	Shares	234.3KSH	$31.2M
3	TRUE Private Wealth Advisors	Shares	189.3KSH	$25.2M
4	Presidio Capital Management, LLC	Shares	174.6KSH	$23.3M
5	Pictet North America Advisors SA	Shares	146.3KSH	$19.5M
6	Parkside Investments, LLC	Shares	118.7KSH	$15.8M
7	PRECEDENT WEALTH PARTNERS, LLC	Shares	111.3KSH	$14.8M
8	HBW ADVISORY SERVICES LLC	Shares	110.6KSH	$14.7M
9	Prospera Financial Services Inc	Shares	104.0KSH	$13.9M
10	FOURPATH CAPITAL MANAGEMENT, LLC	Shares	100.1KSH	$13.3M
11	Crumly & Associates Inc.	Shares	99.9KSH	$13.3M
12	RIA Advisory Group LLC	Shares	95.3KSH	$12.7M
13	Symphony Financial Services, Inc.	Shares	92.7KSH	$12.3M
14	Merit Financial Group, LLC	Shares	89.9KSH	$12.0M
15	REDSTONE WEALTH MANAGEMENT, LLC	Shares	89.4KSH	$11.9M
16	Hobart Private Capital, LLC	Shares	79.9KSH	$10.7M
17	FLAGSHIP HARBOR ADVISORS, LLC	Shares	72.4KSH	$9.7M
18	INDEPENDENT FINANCIAL GROUP, LLC	Shares	70.9KSH	$9.4M
19	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	75.8KSH	$9.4M
20	SOUTHERN CAPITAL SERVICES INC /ADV	Shares	70.2KSH	$9.4M
21	Elmwood Wealth Management, Inc.	Shares	68.2KSH	$9.1M
22	FISCHER INVESTMENT STRATEGIES, LLC	Shares	66.0KSH	$8.8M
23	MEITAV INVESTMENT HOUSE LTD	Shares	64.5KSH	$8.6M
24	Guided Capital Wealth Management, LLC	Shares	61.4KSH	$8.2M
25	NWAM LLC	Shares	60.0KSH	$8.0M
26	Apollon Wealth Management, LLC	Shares	58.0KSH	$7.7M
27	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	Shares	57.0KSH	$7.6M
28	Spire Wealth Management	Shares	57.0KSH	$7.6M
29	COOPER INVESTORS PTY LTD	Shares	54.3KSH	$7.2M
30	WealthBridge Capital Management, LLC	Shares	51.9KSH	$6.9M
31	ABLE Financial Group, LLC	Shares	51.4KSH	$6.9M
32	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	47.7KSH	$6.2M
33	ARQ WEALTH ADVISORS, LLC	Shares	46.6KSH	$5.8M
34	J.W. COLE ADVISORS, INC.	Shares	43.0KSH	$5.7M
35	Cornerstone Wealth Management, LLC	Shares	42.9KSH	$5.7M
36	Focus Financial Network, Inc.	Shares	42.6KSH	$5.7M
37	PARK NATIONAL CORP /OH/	Shares	42.0KSH	$5.6M
38	MRA Advisory Group	Shares	41.4KSH	$5.5M
39	JBR Co Financial Management Inc	Shares	40.9KSH	$5.4M
40	GENESIS PRIVATE WEALTH, LLC	Shares	40.6KSH	$5.4M
41	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	Shares	40.6KSH	$5.4M
42	ARVEST INVESTMENTS, INC.	Shares	39.2KSH	$5.2M
43	PRAIRIE ADVISORY, LLC	Shares	37.8KSH	$5.0M
44	D.A. DAVIDSON & CO.	Shares	36.3KSH	$4.8M
45	Foundry Financial Group, Inc.	Shares	35.5KSH	$4.7M
46	Hutchens & Kramer Investment Management Group, LLC	Shares	34.9KSH	$4.6M
47	BENJAMIN EDWARDS INC	Shares	34.5KSH	$4.6M
48	Maltin Wealth Management, Inc.	Shares	32.6KSH	$4.3M
49	BOS Asset Management, LLC	Shares	30.6KSH	$4.1M
50	BANQUE PICTET & CIE SA	Shares	30.0KSH	$4.0M

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

50 / 176 loaded

#		Instrument
1	TRUE Private Wealth Advisors added	Shares	+177.8K	+$24.0M	$25.2M
2	Mirae Asset Global Investments Co., Ltd. added	Shares	+146.0K	+$22.6M	$38.1M
3	RIA Advisory Group LLC new	Shares	+95.3K	+$12.7M	$12.7M
4	FOURPATH CAPITAL MANAGEMENT, LLC added	Shares	+46.6K	+$7.4M	$13.3M
5	Presidio Capital Management, LLC added	Shares	+26.5K	+$6.9M	$23.3M
6	Next Level Private LLC added	Shares	+11.5K	+$6.5M	$31.2M
7	HBW ADVISORY SERVICES LLC added	Shares	+22.5K	+$5.0M	$14.7M
8	Prospera Financial Services Inc added	Shares	+15.5K	+$4.0M	$13.9M
9	PRECEDENT WEALTH PARTNERS, LLC added	Shares	+12.2K	+$3.9M	$14.8M
10	BOS Asset Management, LLC added	Shares	+28.4K	+$3.8M	$4.1M
11	Fiduciary Alliance LLC new	Shares	+25.7K	+$3.4M	$3.4M
12	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+22.6K	+$3.4M	$9.4M
13	Great Diamond Partners, LLC new	Shares	+23.3K	+$3.1M	$3.1M
14	Merit Financial Group, LLC added	Shares	+9.2K	+$3.0M	$12.0M
15	NWAM LLC added	Shares	+12.9K	+$2.8M	$8.0M
16	FLAGSHIP HARBOR ADVISORS, LLC added	Shares	+9.1K	+$2.6M	$9.7M
17	Crumly & Associates Inc. added	Shares	+2.7K	+$2.5M	$13.3M
18	REDSTONE WEALTH MANAGEMENT, LLC added	Shares	+2.5K	+$2.3M	$11.9M
19	Symphony Financial Services, Inc. added	Shares	+1.6K	+$2.3M	$12.3M
20	Pictet North America Advisors SA trimmed	Shares	-9.4K	+$2.2M	$19.5M
21	WESPAC Advisors SoCal, LLC new	Shares	+16.7K	+$2.2M	$2.2M
22	Spire Wealth Management added	Shares	+8.4K	+$2.2M	$7.6M
23	Cardinal Point Capital Management ULC added	Shares	+15.5K	+$2.1M	$2.6M
24	JBR Co Financial Management Inc added	Shares	+6.5K	+$2.1M	$5.4M
25	PARK NATIONAL CORP /OH/ added	Shares	+10.1K	+$2.1M	$5.6M
26	Hobart Private Capital, LLC added	Shares	+2.0K	+$2.0M	$10.7M
27	Parkside Investments, LLC trimmed	Shares	-5.9K	+$2.0M	$15.8M
28	FISCHER INVESTMENT STRATEGIES, LLC added	Shares	+3.8K	+$1.9M	$8.8M
29	WealthBridge Capital Management, LLC added	Shares	+6.4K	+$1.9M	$6.9M
30	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+9.7K	+$1.9M	$6.2M
31	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+1.3K	+$1.7M	$9.4M
32	ARQ WEALTH ADVISORS, LLC added	Shares	+10.1K	+$1.7M	$5.8M
33	Cornerstone Wealth Management, LLC added	Shares	+5.5K	+$1.6M	$5.7M
34	Elmwood Wealth Management, Inc. added	Shares	+130	+$1.5M	$9.1M
35	SOUTHERN CAPITAL SERVICES INC /ADV trimmed	Shares	-523	+$1.5M	$9.4M
36	ABLE Financial Group, LLC added	Shares	+3.3K	+$1.5M	$6.9M
37	MEITAV INVESTMENT HOUSE LTD unchanged	Shares	0	+$1.4M	$8.6M
38	Guided Capital Wealth Management, LLC added	Shares	+24	+$1.4M	$8.2M
39	Maltin Wealth Management, Inc. added	Shares	+5.0K	+$1.3M	$4.3M
40	Savior LLC added	Shares	+8.3K	+$1.2M	$1.5M
41	PFG Advisors new	Shares	+8.4K	+$1.1M	$1.1M
42	COOPER INVESTORS PTY LTD trimmed	Shares	-1.2K	+$1.1M	$7.2M
43	Triumph Capital Management added	Shares	+4.6K	+$1.1M	$3.4M
44	Tempus Wealth Planning, LLC added	Shares	+4.8K	+$1.1M	$3.2M
45	GENESIS PRIVATE WEALTH, LLC added	Shares	+1.4K	+$1.1M	$5.4M
46	Foundry Financial Group, Inc. added	Shares	+2.4K	+$1.1M	$4.7M
47	ARVEST INVESTMENTS, INC. added	Shares	+1.3K	+$1.0M	$5.2M
48	RFG Advisory, LLC added	Shares	+4.1K	+$1.0M	$3.3M
49	Capital Investment Advisory Services, LLC added	Shares	+6.0K	+$972.9K	$1.8M
50	D.A. DAVIDSON & CO. added	Shares	+1.4K	+$972.4K	$4.8M

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