Filing Research | FIRST TR EXCHANGE-TRADED FD Institutional Holdings

Snapshot holdings

50 / 54 loaded

#		Instrument	quantity
1	Hobart Private Capital, LLC	Shares	425.9KSH	$15.8M
2	PARK NATIONAL CORP /OH/	Shares	376.3KSH	$13.9M
3	D.A. DAVIDSON & CO.	Shares	350.5KSH	$13.0M
4	KPP Advisory Services LLC	Shares	329.7KSH	$12.2M
5	Centennial Wealth Advisory LLC	Shares	214.4KSH	$7.9M
6	BENJAMIN EDWARDS INC	Shares	201.2KSH	$7.4M
7	IFC & Insurance Marketing, Inc.	Shares	182.2KSH	$6.7M
8	RiverTree Advisors, LLC	Shares	168.8KSH	$6.2M
9	Prospera Financial Services Inc	Shares	156.4KSH	$5.8M
10	Avior Wealth Management, LLC	Shares	123.7KSH	$4.6M
11	IFP Advisors, Inc	Shares	107.6KSH	$4.0M
12	INDEPENDENT FINANCIAL GROUP, LLC	Shares	84.4KSH	$3.1M
13	LVZ, Inc.	Shares	81.2KSH	$3.0M
14	IAMS WEALTH MANAGEMENT, LLC	Shares	80.8KSH	$3.0M
15	Comprehensive Financial Consultants Institutional, Inc.	Shares	79.7KSH	$2.9M
16	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	Shares	61.5KSH	$2.3M
17	HBW ADVISORY SERVICES LLC	Shares	52.3KSH	$1.9M
18	Dynamic Advisor Solutions LLC	Shares	50.9KSH	$1.9M
19	ABLE Financial Group, LLC	Shares	45.5KSH	$1.7M
20	WEST MICHIGAN ADVISORS, LLC	Shares	37.0KSH	$1.3M
21	CoreCap Advisors, LLC	Shares	30.1KSH	$1.1M
22	NOVEM GROUP	Shares	26.7KSH	$986.7K
23	RFG Advisory, LLC	Shares	24.6KSH	$908.7K
24	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	23.5KSH	$881.6K
25	Envestnet Portfolio Solutions, Inc.	Shares	23.2KSH	$858.2K
26	Altus Wealth Group LLC	Shares	20.6KSH	$762.6K
27	DHJJ Financial Advisors, Ltd.	Shares	20.3KSH	$750.4K
28	Golden State Wealth Management, LLC	Shares	20.0KSH	$741.6K
29	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	16.9KSH	$644.5K
30	Ignite Planners, LLC	Shares	13.0KSH	$482.0K
31	CLG LLC	Shares	12.6KSH	$465.5K
32	Purus Wealth Management, LLC	Shares	11.3KSH	$417.8K
33	Merit Financial Group, LLC	Shares	10.9KSH	$402.6K
34	Apollon Wealth Management, LLC	Shares	10.4KSH	$385.3K
35	Core Wealth Partners LLC	Shares	9.9KSH	$367.6K
36	J.W. COLE ADVISORS, INC.	Shares	9.4KSH	$346.5K
37	PRIVATE CLIENT SERVICES, LLC	Shares	9.0KSH	$331.8K
38	PFG Advisors	Shares	8.2KSH	$303.7K
39	Farther Finance Advisors, LLC	Shares	7.1KSH	$261.0K
40	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	Shares	6.9KSH	$254.9K
41	First Heartland Consultants, Inc.	Shares	6.4KSH	$237.9K
42	ALBION FINANCIAL GROUP /UT	Shares	5.7KSH	$212.2K
43	Bison Wealth, LLC	Shares	5.5KSH	$209.4K
44	American Institute for Advanced Investment Management, LLP	Shares	5.6KSH	$208.1K
45	LANARK FINANCIAL, INC.	Shares	2.3KSH	$85.9K
46	Capital Investment Advisory Services, LLC	Shares	1.1KSH	$39.0K
47	SALEM INVESTMENT COUNSELORS INC	Shares	1.0KSH	$37.6K
48	Spire Wealth Management	Shares	966SH	$35.7K
49	VSM Wealth Advisory, LLC	Shares	503SH	$18.6K
50	Quest 10 Wealth Builders, Inc.	Shares	373SH	$13.8K

Scroll to load more

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

50 / 58 loaded

#		Instrument
1	Hobart Private Capital, LLC added	Shares	+22.3K	+$2.0M	$15.8M
2	PARK NATIONAL CORP /OH/ added	Shares	+9.0K	+$1.4M	$13.9M
3	KPP Advisory Services LLC added	Shares	+12.4K	+$1.4M	$12.2M
4	RiverTree Advisors, LLC added	Shares	+25.9K	+$1.4M	$6.2M
5	D.A. DAVIDSON & CO. added	Shares	+300	+$1.0M	$13.0M
6	IFC & Insurance Marketing, Inc. added	Shares	+12.6K	+$967.3K	$6.7M
7	BENJAMIN EDWARDS INC added	Shares	+4.8K	+$759.2K	$7.4M
8	Centennial Wealth Advisory LLC trimmed	Shares	-2.3K	+$554.4K	$7.9M
9	IFP Advisors, Inc added	Shares	+5.4K	+$502.4K	$4.0M
10	J.W. COLE ADVISORS, INC. new	Shares	+9.4K	+$346.5K	$346.5K
11	Prospera Financial Services Inc trimmed	Shares	-3.9K	+$330.0K	$5.8M
12	IAMS WEALTH MANAGEMENT, LLC added	Shares	+1.8K	+$300.0K	$3.0M
13	INDEPENDENT FINANCIAL GROUP, LLC trimmed	Shares	-58	+$247.5K	$3.1M
14	First Heartland Consultants, Inc. new	Shares	+6.4K	+$237.9K	$237.9K
15	Comprehensive Financial Consultants Institutional, Inc. trimmed	Shares	-146	+$230.6K	$2.9M
16	Farther Finance Advisors, LLC added	Shares	+5.6K	+$210.8K	$261.0K
17	Bison Wealth, LLC new	Shares	+5.5K	+$209.4K	$209.4K
18	American Institute for Advanced Investment Management, LLP new	Shares	+5.6K	+$208.1K	$208.1K
19	HBW ADVISORY SERVICES LLC added	Shares	+1.5K	+$206.6K	$1.9M
20	Envestnet Portfolio Solutions, Inc. added	Shares	+3.7K	+$194.7K	$858.2K
21	Ignite Planners, LLC added	Shares	+4.2K	+$165.0K	$482.0K
22	CoreCap Advisors, LLC added	Shares	+2.0K	+$156.2K	$1.1M
23	NATIONS FINANCIAL GROUP INC, /IA/ /ADV trimmed	Shares	-925	+$150.2K	$2.3M
24	LVZ, Inc. trimmed	Shares	-2.9K	+$142.3K	$3.0M
25	ABLE Financial Group, LLC added	Shares	+165	+$140.2K	$1.7M
26	NOVEM GROUP added	Shares	+1.0K	+$114.6K	$986.7K
27	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+170	+$82.4K	$881.6K
28	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+417	+$76.2K	$644.5K
29	Core Wealth Partners LLC added	Shares	+1.0K	+$65.0K	$367.6K
30	DHJJ Financial Advisors, Ltd. added	Shares	+38	+$61.3K	$750.4K
31	Apollon Wealth Management, LLC added	Shares	+536	+$49.0K	$385.3K
32	PFG Advisors added	Shares	+419	+$38.5K	$303.7K
33	PRIVATE CLIENT SERVICES, LLC added	Shares	+7	+$26.7K	$331.8K
34	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors added	Shares	+94	+$23.6K	$254.9K
35	ALBION FINANCIAL GROUP /UT unchanged	Shares	0	+$17.0K	$212.2K
36	Dynamic Advisor Solutions LLC trimmed	Shares	-4.2K	+$9.2K	$1.9M
37	Spire Wealth Management added	Shares	+141	+$7.7K	$35.7K
38	LANARK FINANCIAL, INC. unchanged	Shares	0	+$6.9K	$85.9K
39	Blue Trust, Inc. new	Shares	+110	+$4.1K	$4.1K
40	Quest 10 Wealth Builders, Inc. added	Shares	+72	+$3.6K	$13.8K
41	Capital Investment Advisory Services, LLC added	Shares	+9	+$3.4K	$39.0K
42	SALEM INVESTMENT COUNSELORS INC unchanged	Shares	0	+$3.0K	$37.6K
43	VSM Wealth Advisory, LLC unchanged	Shares	0	+$1.5K	$18.6K
44	AMERICAN NATIONAL BANK & TRUST unchanged	Shares	0	+$1.1K	$13.4K
45	Wagner Wealth Management, LLC unchanged	Shares	0	+$399	$5.0K
46	PARK AVENUE SECURITIES LLC added	Shares	+1.8K	+$215	$1.9K
47	WEST MICHIGAN ADVISORS, LLC unchanged	Shares	0	$0	$1.3M
48	BEACON INVESTMENT ADVISORY SERVICES, INC. exited	Shares	-135	-$4.6K	$0
49	Merit Financial Group, LLC trimmed	Shares	-1.5K	-$18.7K	$402.6K
50	Purus Wealth Management, LLC trimmed	Shares	-2.0K	-$35.5K	$417.8K

Scroll to load more