Filing Research | FIRST TR EXCHANGE-TRADED FD Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

13 / 13 loaded

#		Instrument	quantity
1	Brookstone Capital Management	Shares	94.0KSH	$1.8M
2	INDEPENDENT FINANCIAL GROUP, LLC	Shares	91.3KSH	$1.7M
3	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	Shares	81.1KSH	$1.6M
4	Capital Investment Advisory Services, LLC	Shares	67.1KSH	$1.3M
5	Next Level Private LLC	Shares	50.6KSH	$966.4K
6	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	42.4KSH	$805.4K
7	Southern Financial Group, LLC	Shares	34.7KSH	$664.0K
8	Ferguson Shapiro LLC	Shares	10.5KSH	$200.8K
9	Triumph Capital Management	Shares	1.3KSH	$24.6K
10	Cape Investment Advisory, Inc.	Shares	520SH	$9.9K
11	Key FInancial Inc	Shares	500SH	$9.6K
12	City State Bank	Shares	200SH	$3.8K
13	SBI Securities Co., Ltd.	Shares	87SH	$1.7K

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

13 / 13 loaded

#		Instrument
1	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+25.7K	+$483.1K	$805.4K
2	Next Level Private LLC added	Shares	+9.1K	+$168.6K	$966.4K
3	Cape Investment Advisory, Inc. new	Shares	+520	+$9.9K	$9.9K
4	Capital Investment Advisory Services, LLC added	Shares	+1.0K	+$9.7K	$1.3M
5	Key FInancial Inc new	Shares	+500	+$9.6K	$9.6K
6	SBI Securities Co., Ltd. added	Shares	+35	+$661	$1.7K
7	Triumph Capital Management added	Shares	+26	+$311	$24.6K
8	City State Bank unchanged	Shares	0	-$29	$3.8K
9	Ferguson Shapiro LLC unchanged	Shares	0	-$1.5K	$200.8K
10	NATIONS FINANCIAL GROUP INC, /IA/ /ADV added	Shares	+14	-$11.7K	$1.6M
11	Southern Financial Group, LLC trimmed	Shares	-1.3K	-$30.9K	$664.0K
12	Brookstone Capital Management trimmed	Shares	-8.3K	-$172.8K	$1.8M
13	INDEPENDENT FINANCIAL GROUP, LLC trimmed	Shares	-12.2K	-$248.0K	$1.7M

Filing Research | FIRST TR EXCHANGE-TRADED FD Institutional Holdings