Filing Research | FIRST TR EXCHNG TRADED FD VI Institutional Holdings

Snapshot holdings

47 / 47 loaded

#		Instrument	quantity
1	Onyx Bridge Wealth Group LLC	Shares	105.6KSH	$6.4M
2	BAM Wealth Management, LLC	Shares	71.2KSH	$4.3M
3	Apollon Wealth Management, LLC	Shares	46.1KSH	$2.8M
4	Strategic Blueprint, LLC	Shares	25.0KSH	$1.5M
5	Envestnet Portfolio Solutions, Inc.	Shares	24.4KSH	$1.5M
6	Maltin Wealth Management, Inc.	Shares	24.1KSH	$1.5M
7	Wealthcare Advisory Partners LLC	Shares	23.7KSH	$1.4M
8	Fragasso Financial Advisors Inc	Shares	23.5KSH	$1.4M
9	Bison Wealth, LLC	Shares	22.5KSH	$1.4M
10	Accel Wealth Management	Shares	21.5KSH	$1.3M
11	STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC	Shares	21.0KSH	$1.3M
12	Marshall Financial Group, LLC	Shares	20.6KSH	$1.3M
13	Farther Finance Advisors, LLC	Shares	17.1KSH	$1.0M
14	DHJJ Financial Advisors, Ltd.	Shares	16.5KSH	$1.0M
15	TopTier Wealth Management, LLC	Shares	16.3KSH	$992.8K
16	RFG Advisory, LLC	Shares	15.5KSH	$948.0K
17	CoreCap Advisors, LLC	Shares	13.0KSH	$795.1K
18	Brookstone Capital Management	Shares	12.4KSH	$757.5K
19	LVZ, Inc.	Shares	12.4KSH	$755.5K
20	Sovereign Financial Group, Inc.	Shares	9.9KSH	$606.6K
21	Focus Financial Network, Inc.	Shares	8.3KSH	$507.7K
22	WORLD EQUITY GROUP, INC.	Shares	8.0KSH	$490.8K
23	Chris Bulman Inc	Shares	8.0KSH	$490.3K
24	INDEPENDENT FINANCIAL GROUP, LLC	Shares	8.0KSH	$488.0K
25	NOVEM GROUP	Shares	7.6KSH	$464.7K
26	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	7.3KSH	$448.4K
27	First Heartland Consultants, Inc.	Shares	6.6KSH	$399.5K
28	Independent Wealth Network Inc.	Shares	6.1KSH	$369.4K
29	Echo Wealth Management, LLC	Shares	6.0KSH	$362.8K
30	Prospera Financial Services Inc	Shares	5.7KSH	$345.4K
31	MBL Wealth, LLC	Shares	5.5KSH	$332.6K
32	Sowell Financial Services LLC	Shares	5.3KSH	$323.3K
33	Foguth Wealth Management, LLC.	Shares	5.1KSH	$309.1K
34	ERn Financial, LLC	Shares	4.8KSH	$290.8K
35	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	Shares	4.4KSH	$269.0K
36	Legacy Private Trust Co.	Shares	3.8KSH	$232.9K
37	SOA Wealth Advisors, LLC.	Shares	3.1KSH	$186.8K
38	LANARK FINANCIAL, INC.	Shares	2.8KSH	$172.6K
39	IFP Advisors, Inc	Shares	2.2KSH	$136.6K
40	AdvisorNet Financial, Inc	Shares	2.2KSH	$133.9K
41	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	2.0KSH	$119.9K
42	Spire Wealth Management	Shares	425SH	$25.9K
43	Cape Investment Advisory, Inc.	Shares	249SH	$15.2K
44	Capital Investment Advisory Services, LLC	Shares	232SH	$14.1K
45	Triumph Capital Management	Shares	55SH	$3.4K
46	PARK AVENUE SECURITIES LLC	Shares	6.5KSH	$399
47	CX Institutional	Shares	197SH	$12

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

50 / 50 loaded

#		Instrument
1	Envestnet Portfolio Solutions, Inc. added	Shares	+19.8K	+$1.2M	$1.5M
2	Strategic Blueprint, LLC added	Shares	+17.1K	+$1.1M	$1.5M
3	Onyx Bridge Wealth Group LLC trimmed	Shares	-2.0K	+$429.4K	$6.4M
4	Apollon Wealth Management, LLC trimmed	Shares	-20	+$235.6K	$2.8M
5	Farther Finance Advisors, LLC added	Shares	+2.1K	+$200.0K	$1.0M
6	RFG Advisory, LLC added	Shares	+1.6K	+$168.0K	$948.0K
7	Maltin Wealth Management, Inc. unchanged	Shares	0	+$123.6K	$1.5M
8	Wealthcare Advisory Partners LLC unchanged	Shares	0	+$121.6K	$1.4M
9	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC new	Shares	+2.0K	+$119.9K	$119.9K
10	Marshall Financial Group, LLC added	Shares	+19	+$106.7K	$1.3M
11	Accel Wealth Management trimmed	Shares	-100	+$104.9K	$1.3M
12	STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC trimmed	Shares	-200	+$96.1K	$1.3M
13	DHJJ Financial Advisors, Ltd. trimmed	Shares	-8	+$84.2K	$1.0M
14	CoreCap Advisors, LLC added	Shares	+301	+$83.7K	$795.1K
15	TopTier Wealth Management, LLC trimmed	Shares	-331	+$65.0K	$992.8K
16	LVZ, Inc. unchanged	Shares	0	+$63.6K	$755.5K
17	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+350	+$60.6K	$488.0K
18	First Heartland Consultants, Inc. added	Shares	+404	+$56.2K	$399.5K
19	Prospera Financial Services Inc added	Shares	+355	+$48.9K	$345.4K
20	NOVEM GROUP unchanged	Shares	0	+$39.1K	$464.7K
21	Independent Wealth Network Inc. added	Shares	+50	+$33.9K	$369.4K
22	Echo Wealth Management, LLC unchanged	Shares	0	+$30.5K	$362.8K
23	MBL Wealth, LLC trimmed	Shares	-50	+$25.2K	$332.6K
24	ERn Financial, LLC trimmed	Shares	-8	+$24.0K	$290.8K
25	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC trimmed	Shares	-3	+$22.5K	$269.0K
26	Bison Wealth, LLC unchanged	Shares	0	+$19.8K	$1.4M
27	Chris Bulman Inc trimmed	Shares	-422	+$17.7K	$490.3K
28	Cape Investment Advisory, Inc. new	Shares	+249	+$15.2K	$15.2K
29	Sovereign Financial Group, Inc. trimmed	Shares	-642	+$15.2K	$606.6K
30	IFP Advisors, Inc unchanged	Shares	0	+$11.5K	$136.6K
31	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-484	+$10.2K	$448.4K
32	Brookstone Capital Management trimmed	Shares	-991	+$8.4K	$757.5K
33	SOA Wealth Advisors, LLC. trimmed	Shares	-153	+$7.2K	$186.8K
34	LANARK FINANCIAL, INC. trimmed	Shares	-186	+$4.1K	$172.6K
35	AdvisorNet Financial, Inc trimmed	Shares	-150	+$2.9K	$133.9K
36	Spire Wealth Management unchanged	Shares	0	+$2.2K	$25.9K
37	Capital Investment Advisory Services, LLC unchanged	Shares	0	+$1.2K	$14.1K
38	Triumph Capital Management unchanged	Shares	0	+$282	$3.4K
39	PARK AVENUE SECURITIES LLC trimmed	Shares	-7	+$33	$399
40	CX Institutional unchanged	Shares	0	+$1	$12
41	Legacy Private Trust Co. trimmed	Shares	-355	-$231	$232.9K
42	Foguth Wealth Management, LLC. unchanged	Shares	0	-$356	$309.1K
43	SIGNATUREFD, LLC exited	Shares	-541	-$30.2K	$0
44	Focus Financial Network, Inc. trimmed	Shares	-2.2K	-$81.4K	$507.7K
45	Fragasso Financial Advisors Inc trimmed	Shares	-3.4K	-$85.9K	$1.4M
46	Sowell Financial Services LLC trimmed	Shares	-2.1K	-$91.7K	$323.3K
47	WORLD EQUITY GROUP, INC. trimmed	Shares	-3.0K	-$123.8K	$490.8K
48	Sound Income Strategies, LLC exited	Shares	-3.2K	-$181.6K	$0
49	Pacific Excel Wealth Advisors, Inc. exited	Shares	-4.5K	-$252.9K	$0
50	BAM Wealth Management, LLC trimmed	Shares	-11.5K	-$276.1K	$4.3M