Filing Research | FIRST TR EXCHNG TRADED FD VI Institutional Holdings

Snapshot holdings

38 / 38 loaded

#		Instrument	quantity
1	Brookstone Capital Management	Shares	289.6KSH	$16.0M
2	Foguth Wealth Management, LLC.	Shares	93.8KSH	$5.2M
3	BAM Wealth Management, LLC	Shares	79.8KSH	$4.4M
4	Independent Wealth Network Inc.	Shares	45.6KSH	$2.5M
5	Apollon Wealth Management, LLC	Shares	40.2KSH	$2.2M
6	Strategic Blueprint, LLC	Shares	36.0KSH	$2.0M
7	Avior Wealth Management, LLC	Shares	32.7KSH	$1.8M
8	Ignite Planners, LLC	Shares	25.3KSH	$1.4M
9	Fragasso Financial Advisors Inc	Shares	24.6KSH	$1.4M
10	Marshall Financial Group, LLC	Shares	20.7KSH	$1.1M
11	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	19.8KSH	$1.1M
12	Prospera Financial Services Inc	Shares	17.2KSH	$945.8K
13	Synergy Asset Management, LLC	Shares	16.9KSH	$929.8K
14	RFG Advisory, LLC	Shares	16.7KSH	$921.6K
15	CoreCap Advisors, LLC	Shares	14.7KSH	$812.1K
16	Midwest Financial Network, LLC	Shares	13.9KSH	$764.8K
17	Chris Bulman Inc	Shares	12.6KSH	$695.5K
18	DHJJ Financial Advisors, Ltd.	Shares	12.6KSH	$693.0K
19	NOVEM GROUP	Shares	11.9KSH	$655.8K
20	LANARK FINANCIAL, INC.	Shares	9.8KSH	$541.5K
21	WORLD EQUITY GROUP, INC.	Shares	8.7KSH	$479.3K
22	Accel Wealth Management	Shares	8.6KSH	$473.1K
23	Bison Wealth, LLC	Shares	7.6KSH	$420.3K
24	TopTier Wealth Management, LLC	Shares	7.1KSH	$393.3K
25	Sowell Financial Services LLC	Shares	6.5KSH	$360.3K
26	Farther Finance Advisors, LLC	Shares	6.1KSH	$334.9K
27	IFP Advisors, Inc	Shares	6.1KSH	$334.4K
28	KRAEMATON INVESTMENT ADVISORS, INC	Shares	5.0KSH	$272.7K
29	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	Shares	4.9KSH	$269.5K
30	Envestnet Portfolio Solutions, Inc.	Shares	4.9KSH	$269.2K
31	SOA Wealth Advisors, LLC.	Shares	4.5KSH	$249.8K
32	Elmwood Wealth Management, Inc.	Shares	3.9KSH	$217.1K
33	Triumph Capital Management	Shares	3.0KSH	$165.3K
34	Capital Investment Advisory Services, LLC	Shares	1.0KSH	$57.5K
35	Cape Investment Advisory, Inc.	Shares	274SH	$15.1K
36	Ritter Daniher Financial Advisory LLC / DE	Shares	250SH	$13.8K
37	PARK AVENUE SECURITIES LLC	Shares	18.1KSH	$1.0K
38	CX Institutional	Shares	365SH	$20

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

41 / 41 loaded

#		Instrument
1	Strategic Blueprint, LLC added	Shares	+18.4K	+$1.1M	$2.0M
2	Elmwood Wealth Management, Inc. new	Shares	+3.9K	+$217.1K	$217.1K
3	Apollon Wealth Management, LLC unchanged	Shares	0	+$188.2K	$2.2M
4	RFG Advisory, LLC added	Shares	+1.9K	+$173.2K	$921.6K
5	Farther Finance Advisors, LLC added	Shares	+2.7K	+$161.5K	$334.9K
6	Avior Wealth Management, LLC added	Shares	+137	+$159.7K	$1.8M
7	Independent Wealth Network Inc. trimmed	Shares	-1.6K	+$130.3K	$2.5M
8	Ignite Planners, LLC added	Shares	+8	+$118.7K	$1.4M
9	Marshall Financial Group, LLC unchanged	Shares	0	+$96.8K	$1.1M
10	NOVEM GROUP added	Shares	+775	+$94.8K	$655.8K
11	CoreCap Advisors, LLC added	Shares	+369	+$87.6K	$812.1K
12	DHJJ Financial Advisors, Ltd. trimmed	Shares	-45	+$56.6K	$693.0K
13	Accel Wealth Management unchanged	Shares	0	+$40.2K	$473.1K
14	LANARK FINANCIAL, INC. trimmed	Shares	-306	+$30.6K	$541.5K
15	Fragasso Financial Advisors Inc trimmed	Shares	-1.5K	+$27.4K	$1.4M
16	SOA Wealth Advisors, LLC. unchanged	Shares	0	+$21.2K	$249.8K
17	Cape Investment Advisory, Inc. new	Shares	+274	+$15.1K	$15.1K
18	Triumph Capital Management unchanged	Shares	0	+$14.0K	$165.3K
19	TopTier Wealth Management, LLC trimmed	Shares	-407	+$12.9K	$393.3K
20	Sowell Financial Services LLC trimmed	Shares	-355	+$12.7K	$360.3K
21	Bison Wealth, LLC unchanged	Shares	0	+$6.2K	$420.3K
22	KRAEMATON INVESTMENT ADVISORS, INC trimmed	Shares	-350	+$5.5K	$272.7K
23	Capital Investment Advisory Services, LLC unchanged	Shares	0	+$4.9K	$57.5K
24	Ritter Daniher Financial Advisory LLC / DE unchanged	Shares	0	+$1.2K	$13.8K
25	CX Institutional unchanged	Shares	0	+$2	$20
26	PARK AVENUE SECURITIES LLC trimmed	Shares	-5.6K	-$198	$1.0K
27	Sound Income Strategies, LLC exited	Shares	-24	-$1.2K	$0
28	Envestnet Portfolio Solutions, Inc. trimmed	Shares	-517	-$3.2K	$269.2K
29	Brookstone Capital Management trimmed	Shares	-27.1K	-$9.4K	$16.0M
30	Chris Bulman Inc trimmed	Shares	-1.5K	-$15.0K	$695.5K
31	IFP Advisors, Inc trimmed	Shares	-950	-$19.5K	$334.4K
32	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-2.7K	-$40.0K	$1.1M
33	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC trimmed	Shares	-1.5K	-$52.7K	$269.5K
34	WORLD EQUITY GROUP, INC. trimmed	Shares	-3.1K	-$114.3K	$479.3K
35	Midwest Financial Network, LLC trimmed	Shares	-3.7K	-$121.7K	$764.8K
36	Foguth Wealth Management, LLC. trimmed	Shares	-3.1K	-$176.6K	$5.2M
37	BAM Wealth Management, LLC trimmed	Shares	-11.0K	-$182.2K	$4.4M
38	Synergy Asset Management, LLC trimmed	Shares	-6.3K	-$236.1K	$929.8K
39	Pacific Excel Wealth Advisors, Inc. exited	Shares	-5.0K	-$251.4K	$0
40	Patriot Financial Group Insurance Agency, LLC exited	Shares	-13.9K	-$699.7K	$0
41	Prospera Financial Services Inc trimmed	Shares	-30.1K	-$1.4M	$945.8K