Filing Research | FIRST TR EXCH TRADED FD III Institutional Holdings

Snapshot holdings

50 / 57 loaded

#		Instrument	quantity
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	1.5MSH	$72.7M
2	Financial Partners Group, Inc	Shares	355.4KSH	$17.2M
3	Ocean Park Asset Management, LLC	Shares	116.3KSH	$5.6M
4	VAQUERO PRIVATE WEALTH, LTD	Shares	101.7KSH	$4.9M
5	Cyndeo Wealth Partners, LLC	Shares	92.0KSH	$4.5M
6	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	77.9KSH	$3.8M
7	MBL Wealth, LLC	Shares	77.6KSH	$3.8M
8	Cornerstone Wealth Management, LLC	Shares	73.4KSH	$3.6M
9	AJ Advisors, LLC	Shares	62.5KSH	$3.0M
10	D.A. DAVIDSON & CO.	Shares	57.3KSH	$2.8M
11	RFG Advisory, LLC	Shares	54.0KSH	$2.6M
12	FIRST HORIZON CORP	Shares	49.5KSH	$2.4M
13	Sequoia Financial Advisors, LLC	Shares	45.3KSH	$2.2M
14	IFP Advisors, Inc	Shares	41.2KSH	$2.0M
15	Avior Wealth Management, LLC	Shares	36.8KSH	$1.8M
16	ROCKLAND TRUST CO	Shares	35.3KSH	$1.7M
17	ShoreHaven Wealth Partners, LLC	Shares	33.4KSH	$1.6M
18	Boyce & Associates Wealth Consulting, Inc.	Shares	29.2KSH	$1.4M
19	Hobart Private Capital, LLC	Shares	26.8KSH	$1.3M
20	J.W. COLE ADVISORS, INC.	Shares	23.2KSH	$1.1M
21	Crumly & Associates Inc.	Shares	20.5KSH	$995.8K
22	Platform Technology Partners	Shares	19.2KSH	$929.6K
23	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	Shares	18.7KSH	$906.5K
24	Boyd Wealth Management, LLC	Shares	18.5KSH	$895.8K
25	Sowell Financial Services LLC	Shares	17.9KSH	$869.1K
26	SEAMOUNT FINANCIAL GROUP INC	Shares	17.4KSH	$842.8K
27	Capital Investment Advisory Services, LLC	Shares	16.9KSH	$821.5K
28	Milestones Private Investment Advisors LLC	Shares	15.7KSH	$762.0K
29	COUNTRY TRUST BANK	Shares	15.0KSH	$725.1K
30	Marshall Financial Group, LLC	Shares	11.4KSH	$550.4K
31	AdvisorNet Financial, Inc	Shares	11.3KSH	$547.2K
32	Lineweaver Wealth Advisors, LLC	Shares	8.6KSH	$416.2K
33	Dynamic Advisor Solutions LLC	Shares	8.3KSH	$404.2K
34	DHJJ Financial Advisors, Ltd.	Shares	8.3KSH	$402.7K
35	Essex Bank	Shares	8.1KSH	$394.1K
36	Mattern Wealth Management LLC	Shares	8.0KSH	$387.9K
37	Prospera Financial Services Inc	Shares	7.9KSH	$385.2K
38	Brookstone Capital Management	Shares	7.4KSH	$359.5K
39	CoreCap Advisors, LLC	Shares	6.7KSH	$324.3K
40	CRUX WEALTH ADVISORS	Shares	6.4KSH	$308.6K
41	Xcel Wealth Management, LLC	Shares	6.0KSH	$290.9K
42	FLAGSTAR SECURITIES, INC	Shares	5.6KSH	$272.7K
43	Stewardship Advisors, LLC	Shares	5.4KSH	$263.5K
44	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	Shares	4.8KSH	$234.7K
45	LVZ, Inc.	Shares	4.8KSH	$230.7K
46	Triumph Capital Management	Shares	4.5KSH	$217.0K
47	Key FInancial Inc	Shares	4.4KSH	$212.1K
48	Altus Wealth Group LLC	Shares	4.4KSH	$211.0K
49	WADDELL & ASSOCIATES, LLC	Shares	4.3KSH	$210.0K
50	Farther Finance Advisors, LLC	Shares	2.7KSH	$130.2K

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

50 / 61 loaded

#		Instrument
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+172.9K	+$9.1M	$72.7M
2	Financial Partners Group, Inc added	Shares	+117.5K	+$5.9M	$17.2M
3	AJ Advisors, LLC new	Shares	+62.5K	+$3.0M	$3.0M
4	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+12.4K	+$652.8K	$3.8M
5	RFG Advisory, LLC added	Shares	+11.3K	+$588.5K	$2.6M
6	J.W. COLE ADVISORS, INC. added	Shares	+9.7K	+$481.2K	$1.1M
7	D.A. DAVIDSON & CO. added	Shares	+7.6K	+$417.6K	$2.8M
8	Lineweaver Wealth Advisors, LLC new	Shares	+8.6K	+$416.2K	$416.2K
9	Essex Bank new	Shares	+8.1K	+$394.1K	$394.1K
10	Hobart Private Capital, LLC added	Shares	+5.6K	+$292.1K	$1.3M
11	IFP Advisors, Inc added	Shares	+4.8K	+$269.2K	$2.0M
12	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors new	Shares	+4.8K	+$234.7K	$234.7K
13	LVZ, Inc. new	Shares	+4.8K	+$230.7K	$230.7K
14	Triumph Capital Management added	Shares	+2.7K	+$132.6K	$217.0K
15	Ocean Park Asset Management, LLC unchanged	Shares	0	+$110.5K	$5.6M
16	Cyndeo Wealth Partners, LLC unchanged	Shares	0	+$87.4K	$4.5M
17	Farther Finance Advisors, LLC added	Shares	+1.7K	+$83.5K	$130.2K
18	Boyd Wealth Management, LLC added	Shares	+1.3K	+$78.0K	$895.8K
19	Brookstone Capital Management added	Shares	+1.1K	+$61.0K	$359.5K
20	FIRST HORIZON CORP unchanged	Shares	0	+$47.0K	$2.4M
21	CoreCap Advisors, LLC added	Shares	+728	+$41.0K	$324.3K
22	MBL Wealth, LLC trimmed	Shares	-905	+$30.7K	$3.8M
23	Platform Technology Partners added	Shares	+106	+$23.2K	$929.6K
24	Capital Investment Advisory Services, LLC added	Shares	+141	+$22.8K	$821.5K
25	Sowell Financial Services LLC added	Shares	+90	+$21.3K	$869.1K
26	Dynamic Advisor Solutions LLC added	Shares	+252	+$19.9K	$404.2K
27	COUNTRY TRUST BANK trimmed	Shares	-20	+$13.3K	$725.1K
28	Milestones Private Investment Advisors LLC trimmed	Shares	-60	+$12.1K	$762.0K
29	AdvisorNet Financial, Inc trimmed	Shares	-38	+$8.9K	$547.2K
30	ROCKLAND TRUST CO trimmed	Shares	-521	+$8.8K	$1.7M
31	FLAGSTAR SECURITIES, INC added	Shares	+61	+$8.3K	$272.7K
32	Mattern Wealth Management LLC unchanged	Shares	0	+$7.6K	$387.9K
33	FARMERS & MERCHANTS INVESTMENTS INC added	Shares	+91	+$6.5K	$111.1K
34	CRUX WEALTH ADVISORS unchanged	Shares	0	+$6.0K	$308.6K
35	Prospera Financial Services Inc trimmed	Shares	-33	+$6.0K	$385.2K
36	Xcel Wealth Management, LLC unchanged	Shares	0	+$5.7K	$290.9K
37	Golden State Wealth Management, LLC added	Shares	+104	+$5.3K	$16.0K
38	Key FInancial Inc unchanged	Shares	0	+$4.2K	$212.1K
39	ShoreHaven Wealth Partners, LLC trimmed	Shares	-645	+$1.1K	$1.6M
40	Mosley Wealth Management added	Shares	+7	+$666	$16.1K
41	EVOLUTION WEALTH MANAGEMENT INC. unchanged	Shares	0	+$553	$28.2K
42	Aurora Private Wealth, Inc. new	Shares	+4.2K	+$205	$205
43	LANARK FINANCIAL, INC. unchanged	Shares	0	+$143	$7.3K
44	FINANCIAL CONSULATE, INC exited	Shares	-10	-$476	$0
45	NATIONS FINANCIAL GROUP INC, /IA/ /ADV trimmed	Shares	-465	-$4.3K	$906.5K
46	Boyce & Associates Wealth Consulting, Inc. trimmed	Shares	-700	-$5.6K	$1.4M
47	Sound Income Strategies, LLC exited	Shares	-228	-$10.9K	$0
48	Hughes Financial Services, LLC trimmed	Shares	-342	-$13.8K	$123.0K
49	Marshall Financial Group, LLC trimmed	Shares	-589	-$17.2K	$550.4K
50	DHJJ Financial Advisors, Ltd. trimmed	Shares	-671	-$24.0K	$402.7K

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