Filing Research | FIRST TR EXCHANGE-TRADED FD Institutional Holdings

Snapshot holdings

50 / 92 loaded

#		Instrument	quantity
1	Mainsail Financial Group, LLC	Shares	64.4KSH	$7.1M
2	Wealthcare Advisory Partners LLC	Shares	64.4KSH	$7.0M
3	CARY STREET PARTNERS FINANCIAL LLC	Shares	51.5KSH	$5.6M
4	ARKANSAS FINANCIAL GROUP, INC.	Shares	44.8KSH	$4.9M
5	Prism Advisors, Inc.	Shares	44.5KSH	$4.9M
6	BENJAMIN EDWARDS INC	Shares	39.3KSH	$4.3M
7	Prospera Financial Services Inc	Shares	35.7KSH	$3.9M
8	Cornerstone Wealth Management, LLC	Shares	20.4KSH	$2.2M
9	Eagle Strategies LLC	Shares	18.3KSH	$2.0M
10	Bison Wealth, LLC	Shares	18.1KSH	$2.0M
11	FIFTH THIRD SECURITIES, INC.	Shares	17.9KSH	$2.0M
12	Financial Enhancement Group LLC	Shares	15.9KSH	$1.7M
13	Cornerstone Management, Inc.	Shares	15.2KSH	$1.7M
14	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	14.6KSH	$1.6M
15	D.A. DAVIDSON & CO.	Shares	13.5KSH	$1.5M
16	BLVD Private Wealth, LLC	Shares	13.5KSH	$1.5M
17	Sound Income Strategies, LLC	Shares	12.1KSH	$1.3M
18	Golden State Wealth Management, LLC	Shares	11.6KSH	$1.3M
19	Sage Capital Management, LLC	Shares	11.4KSH	$1.2M
20	PFG Advisors	Shares	11.0KSH	$1.2M
21	ARQ WEALTH ADVISORS, LLC	Shares	10.7KSH	$1.1M
22	Capital Investment Advisory Services, LLC	Shares	9.7KSH	$1.1M
23	Platform Technology Partners	Shares	9.5KSH	$1.0M
24	FLAGSTAR SECURITIES, INC	Shares	9.2KSH	$1.0M
25	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	8.3KSH	$900.4K
26	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	Shares	7.7KSH	$846.0K
27	LexAurum Advisors, LLC	Shares	7.4KSH	$811.5K
28	KFG WEALTH MANAGEMENT, LLC	Shares	6.7KSH	$728.8K
29	PFG Investments, LLC	Shares	6.6KSH	$727.8K
30	J.W. COLE ADVISORS, INC.	Shares	6.6KSH	$719.5K
31	First Heartland Consultants, Inc.	Shares	6.2KSH	$683.8K
32	LANARK FINANCIAL, INC.	Shares	6.1KSH	$666.1K
33	Mascoma Wealth Management LLC	Shares	6.0KSH	$659.1K
34	Dynamic Advisor Solutions LLC	Shares	5.8KSH	$634.9K
35	Ignite Planners, LLC	Shares	5.7KSH	$622.3K
36	BLUEDOOR PRIVATE WEALTH, LLC	Shares	5.6KSH	$612.4K
37	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	Shares	5.3KSH	$579.6K
38	Farther Finance Advisors, LLC	Shares	4.9KSH	$533.3K
39	TITLEIST ASSET MANAGEMENT, LLC	Shares	4.5KSH	$487.9K
40	PRESILIUM PRIVATE WEALTH, LLC	Shares	4.4KSH	$487.3K
41	Princeton Global Asset Management LLC	Shares	4.4KSH	$482.3K
42	Sunpointe, LLC	Shares	4.4KSH	$478.2K
43	Kesler, Norman & Wride, LLC	Shares	4.2KSH	$463.4K
44	Merit Financial Group, LLC	Shares	4.1KSH	$451.2K
45	Tactive Advisors, LLC	Shares	3.9KSH	$430.9K
46	Trinity Legacy Partners, LLC	Shares	3.9KSH	$429.4K
47	Composition Wealth, LLC	Shares	3.8KSH	$414.5K
48	INDEPENDENT FINANCIAL GROUP, LLC	Shares	3.8KSH	$413.5K
49	Nova R Wealth, Inc.	Shares	3.5KSH	$379.5K
50	CoreCap Advisors, LLC	Shares	3.4KSH	$369.4K

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

50 / 101 loaded

#		Instrument
1	CARY STREET PARTNERS FINANCIAL LLC new	Shares	+51.5K	+$5.6M	$5.6M
2	Prospera Financial Services Inc added	Shares	+12.8K	+$1.5M	$3.9M
3	Mainsail Financial Group, LLC added	Shares	+10.8K	+$1.5M	$7.1M
4	Wealthcare Advisory Partners LLC added	Shares	+9.0K	+$1.3M	$7.0M
5	Golden State Wealth Management, LLC added	Shares	+11.3K	+$1.2M	$1.3M
6	BENJAMIN EDWARDS INC added	Shares	+4.8K	+$745.6K	$4.3M
7	PRESILIUM PRIVATE WEALTH, LLC new	Shares	+4.4K	+$487.3K	$487.3K
8	Sunpointe, LLC new	Shares	+4.4K	+$478.2K	$478.2K
9	Tempus Wealth Planning, LLC new	Shares	+2.4K	+$260.4K	$260.4K
10	FIFTH THIRD SECURITIES, INC. added	Shares	+1.4K	+$257.7K	$2.0M
11	Cornerstone Wealth Management, LLC added	Shares	+1.2K	+$250.3K	$2.2M
12	BLUEDOOR PRIVATE WEALTH, LLC added	Shares	+1.9K	+$230.2K	$612.4K
13	ARQ WEALTH ADVISORS, LLC added	Shares	+1.9K	+$225.2K	$1.1M
14	BLVD Private Wealth, LLC added	Shares	+953	+$184.4K	$1.5M
15	Prism Advisors, Inc. trimmed	Shares	-1.4K	+$143.5K	$4.9M
16	KFG WEALTH MANAGEMENT, LLC added	Shares	+806	+$125.7K	$728.8K
17	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+519	+$115.8K	$1.6M
18	Capital Investment Advisory Services, LLC added	Shares	+412	+$104.4K	$1.1M
19	Cornerstone Management, Inc. unchanged	Shares	0	+$97.3K	$1.7M
20	Bison Wealth, LLC trimmed	Shares	-450	+$93.5K	$2.0M
21	PFG Investments, LLC added	Shares	+414	+$85.2K	$727.8K
22	Princeton Global Asset Management LLC added	Shares	+552	+$85.1K	$482.3K
23	Farther Finance Advisors, LLC added	Shares	+480	+$76.3K	$533.3K
24	Tactive Advisors, LLC added	Shares	+366	+$62.8K	$430.9K
25	Dynamic Advisor Solutions LLC added	Shares	+243	+$62.2K	$634.9K
26	Merit Financial Group, LLC added	Shares	+346	+$62.0K	$451.2K
27	Platform Technology Partners unchanged	Shares	0	+$60.7K	$1.0M
28	Ignite Planners, LLC added	Shares	+199	+$57.5K	$622.3K
29	PFS Partners, LLC added	Shares	+475	+$55.3K	$106.2K
30	Sage Capital Management, LLC trimmed	Shares	-240	+$47.5K	$1.2M
31	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+71	+$42.8K	$900.4K
32	Eagle Strategies LLC trimmed	Shares	-744	+$39.9K	$2.0M
33	LANARK FINANCIAL, INC. added	Shares	+7	+$39.6K	$666.1K
34	Mascoma Wealth Management LLC added	Shares	+9	+$39.4K	$659.1K
35	Cape Investment Advisory, Inc. new	Shares	+336	+$36.8K	$36.8K
36	PFG Advisors trimmed	Shares	-338	+$35.4K	$1.2M
37	Sound Income Strategies, LLC trimmed	Shares	-312	+$33.1K	$1.3M
38	First Heartland Consultants, Inc. trimmed	Shares	-94	+$30.2K	$683.8K
39	Mason & Associates Inc unchanged	Shares	0	+$22.3K	$283.7K
40	Kesler, Norman & Wride, LLC trimmed	Shares	-46	+$22.3K	$463.4K
41	Composition Wealth, LLC trimmed	Shares	-22	+$21.9K	$414.5K
42	CoreCap Advisors, LLC trimmed	Shares	-14	+$20.1K	$369.4K
43	Aprio Wealth Management, LLC trimmed	Shares	-3	+$19.5K	$340.3K
44	NATIONS FINANCIAL GROUP INC, /IA/ /ADV trimmed	Shares	-144	+$19.0K	$579.6K
45	BRANDYWINE OAK PRIVATE WEALTH LLC unchanged	Shares	0	+$15.1K	$258.2K
46	Accel Wealth Management unchanged	Shares	0	+$14.3K	$244.2K
47	Cambridge Advisors Inc. added	Shares	+1	+$13.7K	$232.3K
48	WEST PACES ADVISORS INC. new	Shares	+120	+$13.1K	$13.1K
49	SBI Securities Co., Ltd. added	Shares	+90	+$12.8K	$60.2K
50	Commonwealth Financial Services, LLC trimmed	Shares	-56	+$8.9K	$252.1K

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