Filing Research | FIRST TR EXCHNG TRADED FD VI Institutional Holdings

Snapshot holdings

33 / 33 loaded

#		Instrument	quantity
1	NEW WAVE WEALTH ADVISORS LLC	Shares	230.0KSH	$10.8M
2	BAM Wealth Management, LLC	Shares	100.6KSH	$4.7M
3	Apollon Wealth Management, LLC	Shares	33.1KSH	$1.5M
4	Envestnet Portfolio Solutions, Inc.	Shares	32.1KSH	$1.5M
5	RiverTree Advisors, LLC	Shares	30.3KSH	$1.4M
6	Fragasso Financial Advisors Inc	Shares	30.1KSH	$1.4M
7	Diligent Investors, LLC	Shares	27.3KSH	$1.3M
8	RFG Advisory, LLC	Shares	19.6KSH	$914.5K
9	Bison Wealth, LLC	Shares	18.5KSH	$867.6K
10	Strategic Blueprint, LLC	Shares	17.6KSH	$820.8K
11	Brookstone Capital Management	Shares	17.4KSH	$814.9K
12	Barnes Wealth Management Group, Inc	Shares	17.3KSH	$808.7K
13	CoreCap Advisors, LLC	Shares	16.7KSH	$780.9K
14	Foguth Wealth Management, LLC.	Shares	16.4KSH	$764.9K
15	Midwest Financial Network, LLC	Shares	16.3KSH	$760.4K
16	SOA Wealth Advisors, LLC.	Shares	13.6KSH	$636.7K
17	Sowell Financial Services LLC	Shares	13.2KSH	$615.7K
18	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	11.8KSH	$554.4K
19	DHJJ Financial Advisors, Ltd.	Shares	11.0KSH	$514.5K
20	WORLD EQUITY GROUP, INC.	Shares	10.9KSH	$508.9K
21	LANARK FINANCIAL, INC.	Shares	7.5KSH	$349.1K
22	LEGACY SOLUTIONS, LLC	Shares	7.2KSH	$338.0K
23	Farther Finance Advisors, LLC	Shares	6.9KSH	$323.9K
24	Legacy Private Trust Co.	Shares	6.2KSH	$287.7K
25	TrueWealth Advisors, LLC	Shares	5.1KSH	$237.2K
26	AdvisorNet Financial, Inc	Shares	4.4KSH	$205.7K
27	IFP Advisors, Inc	Shares	3.3KSH	$153.7K
28	Capital Investment Advisory Services, LLC	Shares	792SH	$37.0K
29	Cape Investment Advisory, Inc.	Shares	324SH	$15.1K
30	EVOLUTION WEALTH MANAGEMENT INC.	Shares	250SH	$11.7K
31	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	150SH	$7.0K
32	Darwin Wealth Management, LLC	Shares	60SH	$2.8K
33	PARK AVENUE SECURITIES LLC	Shares	11.7KSH	$546

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

35 / 35 loaded

#		Instrument
1	NEW WAVE WEALTH ADVISORS LLC new	Shares	+230.0K	+$10.8M	$10.8M
2	BAM Wealth Management, LLC new	Shares	+100.6K	+$4.7M	$4.7M
3	Envestnet Portfolio Solutions, Inc. new	Shares	+32.1K	+$1.5M	$1.5M
4	Diligent Investors, LLC added	Shares	+22.3K	+$1.0M	$1.3M
5	Strategic Blueprint, LLC new	Shares	+17.6K	+$820.8K	$820.8K
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+11.8K	+$554.4K	$554.4K
7	WORLD EQUITY GROUP, INC. new	Shares	+10.9K	+$508.9K	$508.9K
8	Brookstone Capital Management added	Shares	+8.8K	+$426.6K	$814.9K
9	LEGACY SOLUTIONS, LLC new	Shares	+7.2K	+$338.0K	$338.0K
10	Apollon Wealth Management, LLC added	Shares	+3.8K	+$233.5K	$1.5M
11	LANARK FINANCIAL, INC. added	Shares	+3.3K	+$162.5K	$349.1K
12	Sowell Financial Services LLC added	Shares	+2.9K	+$154.3K	$615.7K
13	Farther Finance Advisors, LLC added	Shares	+3.0K	+$149.1K	$323.9K
14	RFG Advisory, LLC added	Shares	+2.3K	+$139.7K	$914.5K
15	IFP Advisors, Inc added	Shares	+1.7K	+$83.4K	$153.7K
16	DHJJ Financial Advisors, Ltd. added	Shares	+1.4K	+$82.4K	$514.5K
17	RiverTree Advisors, LLC added	Shares	+129	+$61.3K	$1.4M
18	SOA Wealth Advisors, LLC. added	Shares	+722	+$57.4K	$636.7K
19	CoreCap Advisors, LLC added	Shares	+255	+$42.1K	$780.9K
20	Barnes Wealth Management Group, Inc trimmed	Shares	-41	+$29.9K	$808.7K
21	Cape Investment Advisory, Inc. new	Shares	+324	+$15.1K	$15.1K
22	Bison Wealth, LLC unchanged	Shares	0	+$12.0K	$867.6K
23	TrueWealth Advisors, LLC unchanged	Shares	0	+$9.3K	$237.2K
24	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC new	Shares	+150	+$7.0K	$7.0K
25	Legacy Private Trust Co. trimmed	Shares	-190	+$2.8K	$287.7K
26	Capital Investment Advisory Services, LLC unchanged	Shares	0	+$1.5K	$37.0K
27	EVOLUTION WEALTH MANAGEMENT INC. unchanged	Shares	0	+$459	$11.7K
28	Darwin Wealth Management, LLC unchanged	Shares	0	+$110	$2.8K
29	PARK AVENUE SECURITIES LLC added	Shares	+1.7K	+$97	$546
30	CX Institutional exited	Shares	-1.2K	-$55	$0
31	AdvisorNet Financial, Inc trimmed	Shares	-300	-$5.4K	$205.7K
32	Foguth Wealth Management, LLC. trimmed	Shares	-75	-$5.7K	$764.9K
33	Fragasso Financial Advisors Inc trimmed	Shares	-1.8K	-$30.6K	$1.4M
34	Midwest Financial Network, LLC trimmed	Shares	-4.2K	-$160.8K	$760.4K
35	Pacific Excel Wealth Advisors, Inc. exited	Shares	-5.7K	-$254.0K	$0