Filing Research | FIRST TR EXCHANGE-TRADED FD Institutional Holdings

Snapshot holdings

50 / 174 loaded

#		Instrument	quantity
1	American Financial Advisors, LLC	Shares	372.4KSH	$35.0M
2	PARK NATIONAL CORP /OH/	Shares	286.9KSH	$26.9M
3	D.A. DAVIDSON & CO.	Shares	278.4KSH	$26.1M
4	Scarborough Advisors, LLC	Shares	259.2KSH	$24.5M
5	Gratus Wealth Advisors, LLC	Shares	229.7KSH	$21.6M
6	Heck Capital Advisors, LLC	Shares	187.5KSH	$17.6M
7	Investors Research Corp	Shares	174.1KSH	$16.4M
8	Prospera Financial Services Inc	Shares	120.1KSH	$11.3M
9	Golden State Wealth Management, LLC	Shares	115.8KSH	$10.9M
10	BENJAMIN EDWARDS INC	Shares	106.4KSH	$10.0M
11	Virtus Wealth Solutions LLC	Shares	105.8KSH	$9.9M
12	Merit Financial Group, LLC	Shares	94.8KSH	$8.9M
13	Triumph Capital Management	Shares	90.8KSH	$8.5M
14	Southland Equity Partners LLC	Shares	82.3KSH	$7.7M
15	RiverTree Advisors, LLC	Shares	78.8KSH	$7.4M
16	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	66.4KSH	$6.4M
17	Holistic Financial Partners	Shares	65.0KSH	$6.1M
18	SHELTON WEALTH MANAGEMENT, LLC	Shares	56.9KSH	$5.3M
19	Purus Wealth Management, LLC	Shares	56.6KSH	$5.3M
20	INDEPENDENT FINANCIAL GROUP, LLC	Shares	51.8KSH	$4.9M
21	ABLE Financial Group, LLC	Shares	50.6KSH	$4.8M
22	BARRETT & COMPANY, INC.	Shares	49.9KSH	$4.7M
23	J.W. COLE ADVISORS, INC.	Shares	47.4KSH	$4.5M
24	KPP Advisory Services LLC	Shares	47.0KSH	$4.4M
25	PFG Advisors	Shares	46.3KSH	$4.4M
26	Avior Wealth Management, LLC	Shares	42.6KSH	$4.0M
27	DAGCO, INC.	Shares	41.1KSH	$3.9M
28	NORTHBRIDGE FINANCIAL GROUP, LLC	Shares	40.9KSH	$3.8M
29	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	40.3KSH	$3.8M
30	IFP Advisors, Inc	Shares	39.2KSH	$3.7M
31	LANARK FINANCIAL, INC.	Shares	38.9KSH	$3.7M
32	R2 Capital Strategies, LLC	Shares	38.6KSH	$3.6M
33	RFG Advisory, LLC	Shares	33.7KSH	$3.2M
34	IFS Group,LLC	Shares	32.7KSH	$3.1M
35	CRUX WEALTH ADVISORS	Shares	32.3KSH	$3.0M
36	TCFG Investment Advisors, LLC	Shares	30.3KSH	$2.8M
37	WETZEL INVESTMENT ADVISORS, INC.	Shares	27.9KSH	$2.6M
38	B. Riley Wealth Advisors, Inc.	Shares	27.5KSH	$2.6M
39	Wisconsin Wealth Advisors, LLC	Shares	26.9KSH	$2.5M
40	Cornerstone Wealth Management, LLC	Shares	24.8KSH	$2.3M
41	Dynamic Advisor Solutions LLC	Shares	24.8KSH	$2.3M
42	Intrua Financial, LLC	Shares	24.5KSH	$2.3M
43	Farther Finance Advisors, LLC	Shares	24.3KSH	$2.3M
44	Midwest Financial Network, LLC	Shares	22.1KSH	$2.1M
45	Capital Investment Advisory Services, LLC	Shares	21.6KSH	$2.0M
46	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	Shares	20.8KSH	$2.0M
47	DHJJ Financial Advisors, Ltd.	Shares	20.7KSH	$1.9M
48	ORBA Wealth Advisors, L.L.C.	Shares	20.7KSH	$1.9M
49	Pine Valley Investments Ltd Liability Co	Shares	20.4KSH	$1.9M
50	WINEBRENNER CAPITAL MANAGEMENT LLC	Shares	20.4KSH	$1.9M

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

50 / 176 loaded

#		Instrument
1	Investors Research Corp new	Shares	+174.1K	+$16.4M	$16.4M
2	American Financial Advisors, LLC added	Shares	+11.5K	+$1.5M	$35.0M
3	Prospera Financial Services Inc added	Shares	+12.6K	+$1.3M	$11.3M
4	Kaydan Wealth Management, Inc. new	Shares	+10.9K	+$1.0M	$1.0M
5	Heck Capital Advisors, LLC added	Shares	+4.1K	+$597.2K	$17.6M
6	IFP Advisors, Inc added	Shares	+5.9K	+$588.5K	$3.7M
7	Gratus Wealth Advisors, LLC added	Shares	+3.0K	+$545.4K	$21.6M
8	Y-Intercept (Hong Kong) Ltd added	Shares	+5.7K	+$542.8K	$971.3K
9	BENJAMIN EDWARDS INC added	Shares	+4.3K	+$519.9K	$10.0M
10	Apollon Financial, LLC new	Shares	+4.8K	+$446.3K	$446.3K
11	Golden State Wealth Management, LLC added	Shares	+2.5K	+$366.3K	$10.9M
12	Scarborough Advisors, LLC trimmed	Shares	-1.9K	+$280.8K	$24.5M
13	Envestnet Portfolio Solutions, Inc. added	Shares	+2.4K	+$243.1K	$1.4M
14	SHELTON WEALTH MANAGEMENT, LLC added	Shares	+1.8K	+$235.3K	$5.3M
15	Southland Equity Partners LLC added	Shares	+1.4K	+$224.1K	$7.7M
16	XML Financial, LLC new	Shares	+2.2K	+$203.1K	$203.1K
17	C2C Wealth Management, LLC new	Shares	+16.1K	+$196.3K	$196.3K
18	D.A. DAVIDSON & CO. trimmed	Shares	-1.5K	+$187.4K	$26.1M
19	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+1.1K	+$159.3K	$4.9M
20	Triumph Capital Management added	Shares	+505	+$152.2K	$8.5M
21	Spire Wealth Management added	Shares	+1.5K	+$145.7K	$677.5K
22	RiverTree Advisors, LLC added	Shares	+324	+$121.5K	$7.4M
23	NORTHBRIDGE FINANCIAL GROUP, LLC added	Shares	+1.3K	+$121.4K	$3.8M
24	BARRETT & COMPANY, INC. added	Shares	+482	+$102.6K	$4.7M
25	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+5	+$92.4K	$3.8M
26	Capital Investment Advisory Services, LLC added	Shares	+614	+$82.1K	$2.0M
27	Avior Wealth Management, LLC added	Shares	+292	+$76.5K	$4.0M
28	Pine Valley Investments Ltd Liability Co added	Shares	+526	+$72.5K	$1.9M
29	CRUX WEALTH ADVISORS added	Shares	+324	+$67.5K	$3.0M
30	CITY HOLDING CO added	Shares	+590	+$66.8K	$975.2K
31	IAMS WEALTH MANAGEMENT, LLC added	Shares	+534	+$66.4K	$1.4M
32	NOVEM GROUP added	Shares	+578	+$61.4K	$632.5K
33	First Heartland Consultants, Inc. added	Shares	+598	+$60.8K	$431.3K
34	Formidable Asset Management, LLC added	Shares	+629	+$60.0K	$651.3K
35	Wisconsin Wealth Advisors, LLC added	Shares	+302	+$59.2K	$2.5M
36	Virtus Wealth Solutions LLC trimmed	Shares	-719	+$56.0K	$9.9M
37	Wealth Enhancement Trust Services, Inc. new	Shares	+512	+$48.1K	$48.1K
38	Holos Integrated Wealth LLC trimmed	Shares	-60	+$44.9K	$993.2K
39	J.W. COLE ADVISORS, INC. trimmed	Shares	-124	+$43.5K	$4.5M
40	Dynamic Advisor Solutions LLC added	Shares	+114	+$39.4K	$2.3M
41	COLUMBIA ADVISORY PARTNERS LLC added	Shares	+252	+$35.9K	$1.0M
42	Independent Wealth Network Inc. added	Shares	+189	+$33.3K	$1.3M
43	TCFG Investment Advisors, LLC trimmed	Shares	-25	+$32.9K	$2.8M
44	WINEBRENNER CAPITAL MANAGEMENT LLC added	Shares	+96	+$32.5K	$1.9M
45	Bison Wealth, LLC added	Shares	+181	+$28.7K	$248.1K
46	EASTERN BANK new	Shares	+290	+$27.2K	$27.2K
47	ERn Financial, LLC trimmed	Shares	-17	+$21.4K	$1.9M
48	BEACON FINANCIAL GROUP unchanged	Shares	0	+$19.3K	$1.6M
49	PFG Advisors trimmed	Shares	-397	+$17.0K	$4.4M
50	KPP Advisory Services LLC trimmed	Shares	-406	+$16.9K	$4.4M

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