Filing Research | FIRST TR EXCHANGE-TRADED ALP Institutional Holdings

Snapshot holdings

50 / 61 loaded

#		Instrument	quantity
1	Three Cord True Wealth Management, LLC	Shares	144.9KSH	$21.2M
2	PERRYMAN FINANCIAL ADVISORY INC /AD	Shares	71.1KSH	$10.4M
3	D.A. DAVIDSON & CO.	Shares	44.4KSH	$6.5M
4	BENJAMIN EDWARDS INC	Shares	34.9KSH	$5.1M
5	Prospera Financial Services Inc	Shares	25.6KSH	$3.8M
6	FSM Wealth Advisors, LLC	Shares	22.3KSH	$3.3M
7	Lakeridge Wealth Management LLC	Shares	21.6KSH	$3.2M
8	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	16.6KSH	$2.4M
9	Purus Wealth Management, LLC	Shares	12.2KSH	$1.8M
10	Kaydan Wealth Management, Inc.	Shares	12.1KSH	$1.8M
11	DHJJ Financial Advisors, Ltd.	Shares	10.5KSH	$1.5M
12	PARK NATIONAL CORP /OH/	Shares	10.1KSH	$1.5M
13	Triumph Capital Management	Shares	9.9KSH	$1.5M
14	LVZ, Inc.	Shares	9.3KSH	$1.4M
15	J.W. COLE ADVISORS, INC.	Shares	9.1KSH	$1.3M
16	Southland Equity Partners LLC	Shares	6.8KSH	$999.3K
17	Rathbones Group PLC	Shares	5.4KSH	$795.2K
18	Bensler, LLC	Shares	5.4KSH	$784.6K
19	B. Riley Wealth Advisors, Inc.	Shares	4.7KSH	$685.6K
20	Higgins & Schmidt Wealth Strategies LLC	Shares	4.5KSH	$657.5K
21	WORLD EQUITY GROUP, INC.	Shares	4.3KSH	$634.3K
22	KPP Advisory Services LLC	Shares	3.5KSH	$506.8K
23	Farther Finance Advisors, LLC	Shares	3.4KSH	$495.5K
24	TCFG Investment Advisors, LLC	Shares	3.4KSH	$494.9K
25	National Wealth Management Group, LLC	Shares	3.2KSH	$473.1K
26	Park Edge Advisors, LLC	Shares	2.9KSH	$422.8K
27	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	Shares	2.9KSH	$418.4K
28	Apollon Wealth Management, LLC	Shares	2.6KSH	$376.3K
29	CRUX WEALTH ADVISORS	Shares	2.3KSH	$331.8K
30	Intrua Financial, LLC	Shares	2.2KSH	$317.9K
31	TITLEIST ASSET MANAGEMENT, LLC	Shares	2.0KSH	$295.3K
32	XML Financial, LLC	Shares	2.0KSH	$291.7K
33	TRUEFG, LLC	Shares	1.9KSH	$272.4K
34	INDEPENDENT FINANCIAL GROUP, LLC	Shares	1.8KSH	$266.5K
35	Farrell Financial LLC	Shares	1.8KSH	$261.3K
36	Independent Wealth Network Inc.	Shares	1.8KSH	$259.5K
37	American Institute for Advanced Investment Management, LLP	Shares	1.8KSH	$256.8K
38	HM PAYSON & CO	Shares	1.7KSH	$254.2K
39	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	Shares	1.7KSH	$249.2K
40	M3 Advisory Group, LLC	Shares	1.7KSH	$248.5K
41	Boyce & Associates Wealth Consulting, Inc.	Shares	1.6KSH	$237.8K
42	ZWJ INVESTMENT COUNSEL INC	Shares	1.6KSH	$230.6K
43	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	Shares	1.5KSH	$222.0K
44	LANARK FINANCIAL, INC.	Shares	1.5KSH	$215.5K
45	Boston Standard Wealth Management, LLC	Shares	1.4KSH	$204.2K
46	Sound Income Strategies, LLC	Shares	1.4KSH	$202.7K
47	GAMMA Investing LLC	Shares	1.3KSH	$189.5K
48	IFP Advisors, Inc	Shares	1.2KSH	$172.4K
49	CITY HOLDING CO	Shares	725SH	$106.1K
50	Golden State Wealth Management, LLC	Shares	304SH	$44.6K

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

50 / 62 loaded

#		Instrument
1	Three Cord True Wealth Management, LLC added	Shares	+8.1K	+$3.7M	$21.2M
2	BENJAMIN EDWARDS INC added	Shares	+13.9K	+$2.4M	$5.1M
3	PERRYMAN FINANCIAL ADVISORY INC /AD added	Shares	+892	+$1.4M	$10.4M
4	Purus Wealth Management, LLC added	Shares	+5.2K	+$885.8K	$1.8M
5	D.A. DAVIDSON & CO. added	Shares	+57	+$811.6K	$6.5M
6	XML Financial, LLC new	Shares	+2.0K	+$291.7K	$291.7K
7	FSM Wealth Advisors, LLC trimmed	Shares	-1.0K	+$268.9K	$3.3M
8	Triumph Capital Management added	Shares	+504	+$244.7K	$1.5M
9	Kaydan Wealth Management, Inc. added	Shares	+118	+$234.4K	$1.8M
10	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC new	Shares	+1.5K	+$222.0K	$222.0K
11	Boston Standard Wealth Management, LLC new	Shares	+1.4K	+$204.2K	$204.2K
12	DHJJ Financial Advisors, Ltd. added	Shares	+14	+$192.1K	$1.5M
13	PARK NATIONAL CORP /OH/ trimmed	Shares	-85	+$171.9K	$1.5M
14	Prospera Financial Services Inc trimmed	Shares	-2.4K	+$156.6K	$3.8M
15	WORLD EQUITY GROUP, INC. added	Shares	+462	+$137.8K	$634.3K
16	Bensler, LLC added	Shares	+249	+$129.0K	$784.6K
17	Southland Equity Partners LLC trimmed	Shares	-77	+$113.7K	$999.3K
18	LVZ, Inc. trimmed	Shares	-501	+$103.5K	$1.4M
19	J.W. COLE ADVISORS, INC. trimmed	Shares	-628	+$84.3K	$1.3M
20	B. Riley Wealth Advisors, Inc. trimmed	Shares	-248	+$67.4K	$685.6K
21	Higgins & Schmidt Wealth Strategies LLC trimmed	Shares	-135	+$64.0K	$657.5K
22	KPP Advisory Services LLC unchanged	Shares	0	+$62.7K	$506.8K
23	TCFG Investment Advisors, LLC trimmed	Shares	-2	+$61.0K	$494.9K
24	Independent Wealth Network Inc. added	Shares	+184	+$55.7K	$259.5K
25	Park Edge Advisors, LLC added	Shares	+4	+$52.8K	$422.8K
26	NATIONS FINANCIAL GROUP INC, /IA/ /ADV unchanged	Shares	0	+$51.8K	$418.4K
27	National Wealth Management Group, LLC trimmed	Shares	-134	+$41.3K	$473.1K
28	Farther Finance Advisors, LLC trimmed	Shares	-149	+$39.6K	$495.5K
29	CRUX WEALTH ADVISORS trimmed	Shares	-49	+$34.8K	$331.8K
30	EVOLUTION WEALTH MANAGEMENT INC. new	Shares	+237	+$34.7K	$34.7K
31	TRUEFG, LLC unchanged	Shares	0	+$33.7K	$272.4K
32	TITLEIST ASSET MANAGEMENT, LLC trimmed	Shares	-27	+$33.1K	$295.3K
33	INDEPENDENT FINANCIAL GROUP, LLC unchanged	Shares	0	+$33.0K	$266.5K
34	Intrua Financial, LLC trimmed	Shares	-50	+$32.9K	$317.9K
35	Farrell Financial LLC added	Shares	+2	+$32.5K	$261.3K
36	American Institute for Advanced Investment Management, LLP unchanged	Shares	0	+$31.8K	$256.8K
37	HM PAYSON & CO unchanged	Shares	0	+$31.4K	$254.2K
38	M3 Advisory Group, LLC added	Shares	+3	+$31.1K	$248.5K
39	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. unchanged	Shares	0	+$30.8K	$249.2K
40	Boyce & Associates Wealth Consulting, Inc. added	Shares	+2	+$29.6K	$237.8K
41	ZWJ INVESTMENT COUNSEL INC unchanged	Shares	0	+$28.5K	$230.6K
42	LANARK FINANCIAL, INC. unchanged	Shares	0	+$26.7K	$215.5K
43	Sound Income Strategies, LLC unchanged	Shares	0	+$24.1K	$202.7K
44	GAMMA Investing LLC unchanged	Shares	0	+$23.4K	$189.5K
45	IFP Advisors, Inc unchanged	Shares	0	+$21.3K	$172.4K
46	Decker Retirement Planning Inc. new	Shares	+106	+$15.5K	$15.5K
47	CITY HOLDING CO unchanged	Shares	0	+$13.1K	$106.1K
48	Golden State Wealth Management, LLC added	Shares	+1	+$5.6K	$44.6K
49	Key FInancial Inc unchanged	Shares	0	+$5.2K	$42.3K
50	FINANCIAL CONSULATE, INC unchanged	Shares	0	+$3.4K	$27.1K

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