Filing Research | FIRST TR EXCHANGE-TRADED ALP Institutional Holdings

Snapshot holdings

50 / 56 loaded

#		Instrument	quantity
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	48.6KSH	$6.7M
2	Triumph Capital Management	Shares	46.7KSH	$6.5M
3	KPP Advisory Services LLC	Shares	30.2KSH	$4.2M
4	D.A. DAVIDSON & CO.	Shares	26.1KSH	$3.6M
5	TCFG Investment Advisors, LLC	Shares	21.5KSH	$3.0M
6	BENJAMIN EDWARDS INC	Shares	15.5KSH	$2.2M
7	Focus Financial Network, Inc.	Shares	14.7KSH	$2.1M
8	Golden State Wealth Management, LLC	Shares	11.9KSH	$1.7M
9	Wedmont Private Capital	Shares	11.7KSH	$1.6M
10	Kaydan Wealth Management, Inc.	Shares	10.6KSH	$1.5M
11	WETZEL INVESTMENT ADVISORS, INC.	Shares	9.3KSH	$1.3M
12	Farrell Financial LLC	Shares	8.5KSH	$1.2M
13	PARK NATIONAL CORP /OH/	Shares	8.1KSH	$1.1M
14	Prospera Financial Services Inc	Shares	5.5KSH	$763.4K
15	Annex Advisory Services, LLC	Shares	4.4KSH	$617.5K
16	Nova Wealth Management, Inc.	Shares	3.7KSH	$521.4K
17	Independent Wealth Network Inc.	Shares	3.5KSH	$493.2K
18	J.W. COLE ADVISORS, INC.	Shares	3.4KSH	$482.4K
19	Blue Trust, Inc.	Shares	3.4KSH	$478.2K
20	IFS Group,LLC	Shares	3.4KSH	$474.6K
21	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	Shares	3.3KSH	$456.7K
22	Merit Financial Group, LLC	Shares	3.2KSH	$453.2K
23	RDA Financial Network	Shares	3.1KSH	$435.5K
24	MATTERN CAPITAL MANAGEMENT, LLC	Shares	3.0KSH	$424.1K
25	Apeiron RIA LLC	Shares	2.8KSH	$397.5K
26	Financial Partners Group, Inc	Shares	2.8KSH	$391.1K
27	LANARK FINANCIAL, INC.	Shares	2.7KSH	$376.9K
28	Apollon Financial, LLC	Shares	2.5KSH	$342.9K
29	MISSION WEALTH MANAGEMENT, LP	Shares	2.4KSH	$336.5K
30	WINEBRENNER CAPITAL MANAGEMENT LLC	Shares	2.2KSH	$302.7K
31	DHJJ Financial Advisors, Ltd.	Shares	2.2KSH	$301.1K
32	HM PAYSON & CO	Shares	2.1KSH	$298.9K
33	Rathbones Group PLC	Shares	2.1KSH	$291.2K
34	ABLE Financial Group, LLC	Shares	2.0KSH	$282.0K
35	HHM Wealth Advisors, LLC	Shares	2.0KSH	$279.7K
36	Morton Capital Management LLC/CA	Shares	1.8KSH	$252.1K
37	Avidian Wealth Enterprises, LLC	Shares	1.7KSH	$237.8K
38	TRUEFG, LLC	Shares	1.6KSH	$225.5K
39	GUIDANCE CAPITAL, INC	Shares	1.6KSH	$214.1K
40	IFP Advisors, Inc	Shares	1.5KSH	$210.9K
41	SEMITAM BONAM LLC	Shares	1.5KSH	$209.8K
42	Quest 10 Wealth Builders, Inc.	Shares	1.4KSH	$192.2K
43	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	1.3KSH	$184.2K
44	AdvisorNet Financial, Inc	Shares	1.2KSH	$169.1K
45	Fairway Wealth LLC	Shares	1.1KSH	$152.6K
46	Spire Wealth Management	Shares	1.1KSH	$151.1K
47	Allied Private Wealth LLC	Shares	833SH	$112.9K
48	Farther Finance Advisors, LLC	Shares	673SH	$94.1K
49	Indiana Trust & Investment Management Co	Shares	450SH	$62.9K
50	GAMMA Investing LLC	Shares	350SH	$49.0K

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

50 / 58 loaded

#		Instrument
1	BENJAMIN EDWARDS INC new	Shares	+15.5K	+$2.2M	$2.2M
2	D.A. DAVIDSON & CO. added	Shares	+1.2K	+$619.6K	$3.6M
3	KPP Advisory Services LLC added	Shares	+234	+$570.3K	$4.2M
4	TCFG Investment Advisors, LLC trimmed	Shares	-17	+$383.6K	$3.0M
5	Focus Financial Network, Inc. trimmed	Shares	-48	+$258.6K	$2.1M
6	Morton Capital Management LLC/CA new	Shares	+1.8K	+$252.1K	$252.1K
7	TRUEFG, LLC new	Shares	+1.6K	+$225.5K	$225.5K
8	Triumph Capital Management trimmed	Shares	-5.1K	+$214.2K	$6.5M
9	SEMITAM BONAM LLC new	Shares	+1.5K	+$209.8K	$209.8K
10	Kaydan Wealth Management, Inc. trimmed	Shares	-57	+$182.8K	$1.5M
11	Golden State Wealth Management, LLC trimmed	Shares	-350	+$170.1K	$1.7M
12	AdvisorNet Financial, Inc new	Shares	+1.2K	+$169.1K	$169.1K
13	Farrell Financial LLC added	Shares	+2	+$153.0K	$1.2M
14	WETZEL INVESTMENT ADVISORS, INC. trimmed	Shares	-125	+$152.5K	$1.3M
15	Annex Advisory Services, LLC added	Shares	+515	+$142.0K	$617.5K
16	Wedmont Private Capital unchanged	Shares	0	+$128.2K	$1.6M
17	PARK NATIONAL CORP /OH/ trimmed	Shares	-165	+$126.0K	$1.1M
18	Nova Wealth Management, Inc. added	Shares	+3	+$67.3K	$521.4K
19	Independent Wealth Network Inc. added	Shares	+14	+$64.9K	$493.2K
20	Blue Trust, Inc. unchanged	Shares	0	+$61.4K	$478.2K
21	IFS Group,LLC unchanged	Shares	0	+$60.9K	$474.6K
22	Merit Financial Group, LLC added	Shares	+2	+$58.4K	$453.2K
23	Prospera Financial Services Inc trimmed	Shares	-347	+$55.7K	$763.4K
24	MATTERN CAPITAL MANAGEMENT, LLC unchanged	Shares	0	+$54.4K	$424.1K
25	Apeiron RIA LLC unchanged	Shares	0	+$51.0K	$397.5K
26	Financial Partners Group, Inc added	Shares	+2	+$50.5K	$391.1K
27	J.W. COLE ADVISORS, INC. trimmed	Shares	-101	+$49.5K	$482.4K
28	RDA Financial Network trimmed	Shares	-78	+$46.4K	$435.5K
29	MISSION WEALTH MANAGEMENT, LP unchanged	Shares	0	+$43.2K	$336.5K
30	WINEBRENNER CAPITAL MANAGEMENT LLC unchanged	Shares	0	+$38.8K	$302.7K
31	DHJJ Financial Advisors, Ltd. unchanged	Shares	0	+$38.6K	$301.1K
32	HM PAYSON & CO unchanged	Shares	0	+$38.4K	$298.9K
33	ABLE Financial Group, LLC unchanged	Shares	0	+$36.2K	$282.0K
34	HHM Wealth Advisors, LLC unchanged	Shares	0	+$35.9K	$279.7K
35	Decker Retirement Planning Inc. new	Shares	+243	+$34.0K	$34.0K
36	Avidian Wealth Enterprises, LLC unchanged	Shares	0	+$30.5K	$237.8K
37	LANARK FINANCIAL, INC. trimmed	Shares	-189	+$25.3K	$376.9K
38	Quest 10 Wealth Builders, Inc. trimmed	Shares	-11	+$23.3K	$192.2K
39	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	+$20.6K	$184.2K
40	Fairway Wealth LLC unchanged	Shares	0	+$19.6K	$152.6K
41	Spire Wealth Management trimmed	Shares	-13	+$17.8K	$151.1K
42	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC trimmed	Shares	-339	+$17.3K	$456.7K
43	GUIDANCE CAPITAL, INC unchanged	Shares	0	+$8.2K	$214.1K
44	Farther Finance Advisors, LLC trimmed	Shares	-28	+$8.2K	$94.1K
45	Indiana Trust & Investment Management Co unchanged	Shares	0	+$8.1K	$62.9K
46	GAMMA Investing LLC unchanged	Shares	0	+$6.3K	$49.0K
47	CoreCap Advisors, LLC unchanged	Shares	0	+$3.2K	$25.2K
48	GHP Investment Advisors, Inc. unchanged	Shares	0	+$3.1K	$24.3K
49	Financial Perspectives, Inc unchanged	Shares	0	+$2.9K	$22.4K
50	TRUST CO OF TOLEDO NA /OH/ unchanged	Shares	0	+$2.3K	$18.0K

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