Filing Research | FIRST TR EXCHANGE-TRADED FD Institutional Holdings

Snapshot holdings

50 / 52 loaded

#		Instrument	quantity
1	LVZ, Inc.	Shares	3.2MSH	$67.6M
2	Centennial Wealth Advisory LLC	Shares	1.4MSH	$29.6M
3	Cyndeo Wealth Partners, LLC	Shares	1.2MSH	$25.8M
4	BENJAMIN EDWARDS INC	Shares	1.2MSH	$25.8M
5	Pine Valley Investments Ltd Liability Co	Shares	1.2MSH	$25.1M
6	First Heartland Consultants, Inc.	Shares	991.9KSH	$20.7M
7	Prospera Financial Services Inc	Shares	954.8KSH	$19.9M
8	Wealth Intelligence, LLC	Shares	895.0KSH	$18.7M
9	APS Management Group, Inc.	Shares	553.5KSH	$11.5M
10	HBW ADVISORY SERVICES LLC	Shares	506.0KSH	$10.6M
11	Dynamic Advisor Solutions LLC	Shares	436.0KSH	$9.1M
12	INDEPENDENT FINANCIAL GROUP, LLC	Shares	406.3KSH	$8.5M
13	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	Shares	395.1KSH	$8.2M
14	IAMS WEALTH MANAGEMENT, LLC	Shares	393.1KSH	$8.2M
15	IFP Advisors, Inc	Shares	332.4KSH	$6.9M
16	Aureum Wealth Management, LLC	Shares	259.1KSH	$5.4M
17	Farther Finance Advisors, LLC	Shares	206.3KSH	$4.3M
18	Avior Wealth Management, LLC	Shares	197.7KSH	$4.1M
19	Blackhawk Capital Partners, LLC	Shares	156.7KSH	$3.3M
20	Envestnet Portfolio Solutions, Inc.	Shares	145.4KSH	$3.0M
21	Ferguson Shapiro LLC	Shares	129.4KSH	$2.7M
22	RFG Advisory, LLC	Shares	125.6KSH	$2.6M
23	BAM Wealth Management, LLC	Shares	122.7KSH	$2.6M
24	Spire Wealth Management	Shares	113.0KSH	$2.4M
25	Accurate Wealth Management, LLC	Shares	102.5KSH	$2.1M
26	Composition Wealth, LLC	Shares	84.5KSH	$1.8M
27	CRUX WEALTH ADVISORS	Shares	81.4KSH	$1.7M
28	Altium Investment Strategies LLC	Shares	79.3KSH	$1.6M
29	Apollon Wealth Management, LLC	Shares	60.2KSH	$1.3M
30	Nova Wealth Management, Inc.	Shares	59.0KSH	$1.2M
31	GILPIN WEALTH MANAGEMENT, LLC	Shares	54.9KSH	$1.1M
32	Brookstone Capital Management	Shares	52.1KSH	$1.1M
33	PRIVATE CLIENT SERVICES, LLC	Shares	37.7KSH	$786.6K
34	NOVEM GROUP	Shares	34.4KSH	$716.7K
35	Strategic Blueprint, LLC	Shares	30.7KSH	$640.7K
36	TrueWealth Advisors, LLC	Shares	17.5KSH	$364.6K
37	Onyx Bridge Wealth Group LLC	Shares	15.3KSH	$319.5K
38	EdgeRock Capital LLC	Shares	11.5KSH	$239.2K
39	ABLE Financial Group, LLC	Shares	9.6KSH	$200.7K
40	Raleigh Capital Management Inc.	Shares	7.9KSH	$164.4K
41	Golden State Wealth Management, LLC	Shares	5.8KSH	$120.7K
42	Quest 10 Wealth Builders, Inc.	Shares	3.6KSH	$74.5K
43	Torren Management, LLC	Shares	2.1KSH	$43.6K
44	LANARK FINANCIAL, INC.	Shares	1.6KSH	$32.6K
45	Seascape Capital Management	Shares	1.5MSH	$30.7K
46	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	1.4KSH	$28.3K
47	AMERICAN NATIONAL BANK & TRUST	Shares	383SH	$8.0K
48	PARK AVENUE SECURITIES LLC	Shares	249.5KSH	$5.2K
49	EVOLUTION WEALTH MANAGEMENT INC.	Shares	170SH	$3.5K
50	Capital Investment Advisory Services, LLC	Shares	126SH	$2.6K

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

50 / 54 loaded

#		Instrument
1	Centennial Wealth Advisory LLC added	Shares	+330.4K	+$6.8M	$29.6M
2	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors added	Shares	+298.0K	+$6.2M	$8.2M
3	BENJAMIN EDWARDS INC added	Shares	+94.1K	+$1.8M	$25.8M
4	IAMS WEALTH MANAGEMENT, LLC added	Shares	+88.6K	+$1.8M	$8.2M
5	RFG Advisory, LLC added	Shares	+63.9K	+$1.3M	$2.6M
6	Brookstone Capital Management new	Shares	+52.1K	+$1.1M	$1.1M
7	Accurate Wealth Management, LLC added	Shares	+46.9K	+$955.0K	$2.1M
8	APS Management Group, Inc. added	Shares	+44.1K	+$867.2K	$11.5M
9	Pine Valley Investments Ltd Liability Co added	Shares	+44.6K	+$808.0K	$25.1M
10	BAM Wealth Management, LLC added	Shares	+36.5K	+$752.3K	$2.6M
11	Aureum Wealth Management, LLC added	Shares	+32.6K	+$657.1K	$5.4M
12	Farther Finance Advisors, LLC added	Shares	+30.3K	+$617.8K	$4.3M
13	Cyndeo Wealth Partners, LLC added	Shares	+34.2K	+$587.7K	$25.8M
14	First Heartland Consultants, Inc. added	Shares	+32.8K	+$582.5K	$20.7M
15	GILPIN WEALTH MANAGEMENT, LLC added	Shares	+24.3K	+$503.0K	$1.1M
16	Altium Investment Strategies LLC added	Shares	+23.7K	+$474.3K	$1.6M
17	IFP Advisors, Inc added	Shares	+16.8K	+$317.3K	$6.9M
18	HBW ADVISORY SERVICES LLC added	Shares	+16.7K	+$297.0K	$10.6M
19	Envestnet Portfolio Solutions, Inc. added	Shares	+9.3K	+$179.4K	$3.0M
20	Blackhawk Capital Partners, LLC added	Shares	+6.3K	+$116.0K	$3.3M
21	Apollon Wealth Management, LLC added	Shares	+5.3K	+$105.0K	$1.3M
22	Composition Wealth, LLC added	Shares	+3.1K	+$56.4K	$1.8M
23	NOVEM GROUP added	Shares	+2.1K	+$40.5K	$716.7K
24	Strategic Blueprint, LLC added	Shares	+1.7K	+$31.7K	$640.7K
25	PRIVATE CLIENT SERVICES, LLC added	Shares	+1.4K	+$24.5K	$786.6K
26	CRUX WEALTH ADVISORS added	Shares	+1.4K	+$21.1K	$1.7M
27	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+718	+$14.9K	$28.3K
28	TrueWealth Advisors, LLC added	Shares	+674	+$12.3K	$364.6K
29	EdgeRock Capital LLC added	Shares	+255	+$4.1K	$239.2K
30	Blue Trust, Inc. new	Shares	+95	+$2.0K	$2.0K
31	LANARK FINANCIAL, INC. added	Shares	+97	+$1.9K	$32.6K
32	Quest 10 Wealth Builders, Inc. added	Shares	+73	+$1.2K	$74.5K
33	Seascape Capital Management added	Shares	+58.5K	+$1.1K	$30.7K
34	Raleigh Capital Management Inc. added	Shares	+69	+$631	$164.4K
35	Torren Management, LLC added	Shares	+25	+$316	$43.6K
36	PARK AVENUE SECURITIES LLC added	Shares	+11.4K	+$213	$5.2K
37	SBI Securities Co., Ltd. new	Shares	+1	+$21	$21
38	EVOLUTION WEALTH MANAGEMENT INC. unchanged	Shares	0	-$18	$3.5K
39	AMERICAN NATIONAL BANK & TRUST unchanged	Shares	0	-$40	$8.0K
40	Capital Investment Advisory Services, LLC trimmed	Shares	-238	-$5.0K	$2.6K
41	ABLE Financial Group, LLC trimmed	Shares	-300	-$7.3K	$200.7K
42	Onyx Bridge Wealth Group LLC trimmed	Shares	-1.7K	-$38.2K	$319.5K
43	Sound Income Strategies, LLC exited	Shares	-2.3K	-$47.6K	$0
44	Golden State Wealth Management, LLC trimmed	Shares	-5.7K	-$120.0K	$120.7K
45	Spire Wealth Management trimmed	Shares	-11.1K	-$245.3K	$2.4M
46	Nova Wealth Management, Inc. trimmed	Shares	-13.5K	-$289.5K	$1.2M
47	LVZ, Inc. added	Shares	+2.3K	-$291.8K	$67.6M
48	INDEPENDENT FINANCIAL GROUP, LLC trimmed	Shares	-30.9K	-$689.9K	$8.5M
49	Ferguson Shapiro LLC trimmed	Shares	-39.6K	-$842.8K	$2.7M
50	Wealth Intelligence, LLC trimmed	Shares	-47.1K	-$1.1M	$18.7M

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