Filing Research | FIRST TR EXCHNG TRADED FD VI Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

12 / 12 loaded

#		Instrument	quantity
1	Sage Capital Advisors,llc	Shares	106.4KSH	$2.5M
2	Falcon Wealth Planning	Shares	45.8KSH	$1.1M
3	Diligent Investors, LLC	Shares	43.2KSH	$1.0M
4	Comprehensive Financial Consultants Institutional, Inc.	Shares	37.1KSH	$867.9K
5	CARY STREET PARTNERS FINANCIAL LLC	Shares	22.3KSH	$521.4K
6	Cypress Wealth Services, LLC	Shares	12.4KSH	$290.8K
7	DHJJ Financial Advisors, Ltd.	Shares	4.0KSH	$92.7K
8	Capital Investment Advisory Services, LLC	Shares	3.1KSH	$73.2K
9	Farther Finance Advisors, LLC	Shares	2.0KSH	$46.4K
10	IFP Advisors, Inc	Shares	1.9KSH	$43.4K
11	LANARK FINANCIAL, INC.	Shares	1.0KSH	$23.4K
12	PARK AVENUE SECURITIES LLC	Shares	12.5KSH	$292

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

12 / 12 loaded

#		Instrument
1	Sage Capital Advisors,llc trimmed	Shares	-100	+$192.0K	$2.5M
2	Comprehensive Financial Consultants Institutional, Inc. added	Shares	+2.7K	+$125.8K	$867.9K
3	Falcon Wealth Planning unchanged	Shares	0	+$83.7K	$1.1M
4	Diligent Investors, LLC trimmed	Shares	-1.0K	+$57.3K	$1.0M
5	CARY STREET PARTNERS FINANCIAL LLC added	Shares	+10	+$40.9K	$521.4K
6	Farther Finance Advisors, LLC added	Shares	+1.7K	+$40.5K	$46.4K
7	Cypress Wealth Services, LLC unchanged	Shares	0	+$22.7K	$290.8K
8	DHJJ Financial Advisors, Ltd. unchanged	Shares	0	+$7.2K	$92.7K
9	Capital Investment Advisory Services, LLC unchanged	Shares	0	+$5.7K	$73.2K
10	IFP Advisors, Inc unchanged	Shares	0	+$3.4K	$43.4K
11	LANARK FINANCIAL, INC. unchanged	Shares	0	+$1.8K	$23.4K
12	PARK AVENUE SECURITIES LLC unchanged	Shares	0	+$23	$292

Filing Research | FIRST TR EXCHNG TRADED FD VI Institutional Holdings