Filing Research | FIRST TR EXCHNG TRADED FD VI Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

5 / 5 loaded

#		Instrument	quantity
1	Madrona Financial Services, LLC	Shares	19.7KSH	$666.0K
2	Capital Investment Advisory Services, LLC	Shares	800SH	$27.0K
3	Triumph Capital Management	Shares	750SH	$25.3K
4	DHJJ Financial Advisors, Ltd.	Shares	265SH	$8.9K
5	PARK AVENUE SECURITIES LLC	Shares	54.5KSH	$1.8K

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

6 / 6 loaded

#		Instrument
1	Madrona Financial Services, LLC unchanged	Shares	0	+$20.0K	$666.0K
2	Capital Investment Advisory Services, LLC unchanged	Shares	0	+$809	$27.0K
3	Triumph Capital Management unchanged	Shares	0	+$758	$25.3K
4	DHJJ Financial Advisors, Ltd. unchanged	Shares	0	+$268	$8.9K
5	PARK AVENUE SECURITIES LLC added	Shares	+5.3K	+$230	$1.8K
6	INDEPENDENT FINANCIAL GROUP, LLC exited	Shares	-7.7K	-$251.0K	$0

Filing Research | FIRST TR EXCHNG TRADED FD VI Institutional Holdings