Filing Research | FIRST TR EXCHANGE TRADED FD Institutional Holdings

Snapshot holdings

50 / 136 loaded

#		Instrument	quantity
1	Aprio Wealth Management, LLC	Shares	379.8KSH	$43.6M
2	PARK NATIONAL CORP /OH/	Shares	252.6KSH	$29.0M
3	IFP Advisors, Inc	Shares	194.7KSH	$22.4M
4	D.A. DAVIDSON & CO.	Shares	156.6KSH	$18.0M
5	BENJAMIN EDWARDS INC	Shares	153.7KSH	$17.7M
6	Pine Valley Investments Ltd Liability Co	Shares	133.0KSH	$15.3M
7	Crumly & Associates Inc.	Shares	99.9KSH	$11.5M
8	Private Wealth Group, LLC	Shares	96.3KSH	$11.1M
9	VAQUERO PRIVATE WEALTH, LTD	Shares	90.8KSH	$10.4M
10	HENGEHOLD CAPITAL MANAGEMENT LLC	Shares	60.3KSH	$6.9M
11	Hobart Private Capital, LLC	Shares	59.0KSH	$6.8M
12	J.W. COLE ADVISORS, INC.	Shares	56.4KSH	$6.5M
13	Wealth Management Associates, Inc.	Shares	56.2KSH	$6.5M
14	Prospera Financial Services Inc	Shares	47.7KSH	$5.5M
15	COTTONWOOD CAPITAL ADVISORS, LLC	Shares	38.7KSH	$4.4M
16	IAMS WEALTH MANAGEMENT, LLC	Shares	37.9KSH	$4.4M
17	NOVEM GROUP	Shares	31.2KSH	$3.6M
18	Kaydan Wealth Management, Inc.	Shares	29.9KSH	$3.4M
19	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	28.7KSH	$3.3M
20	Ballew Advisors, Inc	Shares	28.9KSH	$3.2M
21	Paller Financial Services Inc	Shares	27.9KSH	$3.2M
22	Great Diamond Partners, LLC	Shares	27.8KSH	$3.2M
23	Brookstone Capital Management	Shares	26.7KSH	$3.1M
24	Midwest Financial Network, LLC	Shares	25.9KSH	$3.0M
25	Envestnet Portfolio Solutions, Inc.	Shares	23.8KSH	$2.7M
26	Flaharty Asset Management, LLC	Shares	22.6KSH	$2.5M
27	DHJJ Financial Advisors, Ltd.	Shares	19.1KSH	$2.2M
28	Wedmont Private Capital	Shares	18.3KSH	$2.1M
29	INDEPENDENT FINANCIAL GROUP, LLC	Shares	17.9KSH	$2.1M
30	Cornerstone Wealth Management, LLC	Shares	16.7KSH	$1.9M
31	Apeiron RIA LLC	Shares	16.6KSH	$1.9M
32	HBW ADVISORY SERVICES LLC	Shares	16.2KSH	$1.9M
33	RFG Advisory, LLC	Shares	14.2KSH	$1.6M
34	Financial Planning Hawaii, Inc.	Shares	14.0KSH	$1.6M
35	TICINO WEALTH	Shares	13.9KSH	$1.6M
36	Golden State Wealth Management, LLC	Shares	13.9KSH	$1.6M
37	Blackhawk Capital Partners, LLC	Shares	13.6KSH	$1.6M
38	TCFG Investment Advisors, LLC	Shares	12.1KSH	$1.4M
39	Farther Finance Advisors, LLC	Shares	11.6KSH	$1.3M
40	Plus Group Wealth Advisors LLC	Shares	10.3KSH	$1.2M
41	Clarus Wealth Advisors	Shares	10.4KSH	$1.2M
42	Financial Perspectives, Inc	Shares	9.8KSH	$1.1M
43	TrueWealth Advisors, LLC	Shares	9.6KSH	$1.1M
44	CoreCap Advisors, LLC	Shares	9.5KSH	$1.1M
45	Holistic Financial Partners	Shares	9.2KSH	$1.1M
46	Mid-American Wealth Advisory Group, Inc.	Shares	8.9KSH	$1.0M
47	Composition Wealth, LLC	Shares	8.3KSH	$959.2K
48	LANARK FINANCIAL, INC.	Shares	8.0KSH	$915.9K
49	Apollon Wealth Management, LLC	Shares	7.8KSH	$898.1K
50	DAVENPORT & Co LLC	Shares	7.8KSH	$892.3K

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

50 / 140 loaded

#		Instrument
1	Aprio Wealth Management, LLC trimmed	Shares	-9.1K	+$7.2M	$43.6M
2	PARK NATIONAL CORP /OH/ trimmed	Shares	-7.8K	+$4.6M	$29.0M
3	IFP Advisors, Inc added	Shares	+4.9K	+$4.6M	$22.4M
4	D.A. DAVIDSON & CO. trimmed	Shares	-1.7K	+$3.2M	$18.0M
5	Brookstone Capital Management new	Shares	+26.7K	+$3.1M	$3.1M
6	Pine Valley Investments Ltd Liability Co added	Shares	+2.0K	+$3.0M	$15.3M
7	J.W. COLE ADVISORS, INC. added	Shares	+11.1K	+$2.2M	$6.5M
8	Private Wealth Group, LLC trimmed	Shares	-2.0K	+$1.9M	$11.1M
9	Crumly & Associates Inc. trimmed	Shares	-4.5K	+$1.7M	$11.5M
10	TICINO WEALTH added	Shares	+10.9K	+$1.3M	$1.6M
11	NOVEM GROUP added	Shares	+5.6K	+$1.2M	$3.6M
12	HENGEHOLD CAPITAL MANAGEMENT LLC trimmed	Shares	-1.2K	+$1.2M	$6.9M
13	Wealth Management Associates, Inc. trimmed	Shares	-443	+$1.2M	$6.5M
14	Hobart Private Capital, LLC trimmed	Shares	-2.7K	+$1.0M	$6.8M
15	COTTONWOOD CAPITAL ADVISORS, LLC trimmed	Shares	-210	+$800.9K	$4.4M
16	IAMS WEALTH MANAGEMENT, LLC trimmed	Shares	-1.2K	+$693.5K	$4.4M
17	BENJAMIN EDWARDS INC trimmed	Shares	-27.7K	+$667.6K	$17.7M
18	Kaydan Wealth Management, Inc. trimmed	Shares	-50	+$630.3K	$3.4M
19	FLAGSHIP HARBOR ADVISORS, LLC new	Shares	+5.5K	+$626.8K	$626.8K
20	Prospera Financial Services Inc trimmed	Shares	-4.5K	+$594.9K	$5.5M
21	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-6	+$576.0K	$3.3M
22	Cornerstone Wealth Management, LLC added	Shares	+632	+$414.1K	$1.9M
23	Paller Financial Services Inc trimmed	Shares	-2.0K	+$406.0K	$3.2M
24	Ballew Advisors, Inc trimmed	Shares	-284	+$392.4K	$3.2M
25	DHJJ Financial Advisors, Ltd. trimmed	Shares	-188	+$387.3K	$2.2M
26	Envestnet Portfolio Solutions, Inc. trimmed	Shares	-1.4K	+$370.3K	$2.7M
27	HBW ADVISORY SERVICES LLC added	Shares	+277	+$369.4K	$1.9M
28	First Heartland Consultants, Inc. new	Shares	+3.0K	+$348.2K	$348.2K
29	INDEPENDENT FINANCIAL GROUP, LLC trimmed	Shares	-381	+$345.0K	$2.1M
30	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors added	Shares	+2.4K	+$328.5K	$550.2K
31	Wedmont Private Capital unchanged	Shares	0	+$321.7K	$2.1M
32	Apeiron RIA LLC trimmed	Shares	-538	+$302.0K	$1.9M
33	Financial Planning Hawaii, Inc. trimmed	Shares	-15	+$296.0K	$1.6M
34	Golden State Wealth Management, LLC trimmed	Shares	-82	+$288.0K	$1.6M
35	Mid-American Wealth Advisory Group, Inc. added	Shares	+1.2K	+$278.5K	$1.0M
36	Ignite Planners, LLC added	Shares	+1.8K	+$278.2K	$683.0K
37	PFG Investments, LLC added	Shares	+1.4K	+$275.8K	$805.3K
38	TCFG Investment Advisors, LLC added	Shares	+12	+$257.1K	$1.4M
39	Farther Finance Advisors, LLC added	Shares	+92	+$251.3K	$1.3M
40	Kondo Wealth Advisors, Inc. new	Shares	+2.1K	+$243.5K	$243.5K
41	CATALYST PRIVATE WEALTH, LLC new	Shares	+2.0K	+$229.8K	$229.8K
42	Dynamic Advisor Solutions LLC new	Shares	+1.9K	+$223.5K	$223.5K
43	Financial Perspectives, Inc trimmed	Shares	-35	+$204.7K	$1.1M
44	Whelan Financial new	Shares	+1.8K	+$203.6K	$203.6K
45	Clarus Wealth Advisors added	Shares	+148	+$201.8K	$1.2M
46	TrueWealth Advisors, LLC trimmed	Shares	-50	+$199.8K	$1.1M
47	CoreCap Advisors, LLC trimmed	Shares	-251	+$178.0K	$1.1M
48	Composition Wealth, LLC unchanged	Shares	0	+$177.2K	$959.2K
49	DAVENPORT & Co LLC added	Shares	+92	+$173.4K	$892.3K
50	LANARK FINANCIAL, INC. trimmed	Shares	-40	+$165.5K	$915.9K

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