Filing Research | FIRST TR EXCHNG TRADED FD VI Institutional Holdings

Snapshot holdings

34 / 34 loaded

#		Instrument	quantity
1	IFP Advisors, Inc	Shares	125.8KSH	$6.5M
2	WINNACLE WEALTH LLC	Shares	95.9KSH	$4.9M
3	Echo Wealth Management, LLC	Shares	72.4KSH	$3.7M
4	PRECEDENT WEALTH PARTNERS, LLC	Shares	64.2KSH	$3.3M
5	Nova Wealth Management, Inc.	Shares	25.9KSH	$1.3M
6	Castleview Partners, LLC	Shares	25.5KSH	$1.3M
7	Madrona Financial Services, LLC	Shares	20.6KSH	$1.1M
8	Commonwealth Financial Services, LLC	Shares	19.6KSH	$1.0M
9	Ignite Planners, LLC	Shares	18.8KSH	$967.1K
10	LVZ, Inc.	Shares	17.6KSH	$902.7K
11	Encompass More Asset Management	Shares	14.8KSH	$761.0K
12	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	13.2KSH	$683.7K
13	LifeWealth Investments, LLC	Shares	13.0KSH	$667.4K
14	WORLD EQUITY GROUP, INC.	Shares	12.7KSH	$653.5K
15	RFG Advisory, LLC	Shares	12.0KSH	$614.1K
16	Lakeridge Wealth Management LLC	Shares	10.8KSH	$554.3K
17	Farther Finance Advisors, LLC	Shares	10.4KSH	$535.5K
18	BEACON FINANCIAL GROUP	Shares	10.2KSH	$522.6K
19	Sage Capital Advisors,llc	Shares	9.4KSH	$485.3K
20	Falcon Wealth Planning	Shares	7.3KSH	$374.0K
21	EVOLUTION WEALTH MANAGEMENT INC.	Shares	6.9KSH	$353.2K
22	Ritter Daniher Financial Advisory LLC / DE	Shares	6.7KSH	$345.8K
23	Sowell Financial Services LLC	Shares	6.7KSH	$341.8K
24	Prospera Financial Services Inc	Shares	5.3KSH	$273.4K
25	LANARK FINANCIAL, INC.	Shares	5.0KSH	$259.1K
26	Focus Financial Network, Inc.	Shares	4.6KSH	$234.0K
27	SOA Wealth Advisors, LLC.	Shares	2.8KSH	$144.9K
28	DHJJ Financial Advisors, Ltd.	Shares	1.1KSH	$57.0K
29	CoreCap Advisors, LLC	Shares	1.1KSH	$55.0K
30	VIMA LLC	Shares	921SH	$47.3K
31	Financial Perspectives, Inc	Shares	550SH	$28.2K
32	Spire Wealth Management	Shares	450SH	$23.1K
33	Capital Investment Advisory Services, LLC	Shares	148SH	$7.6K
34	Triumph Capital Management	Shares	98SH	$5.0K

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

34 / 34 loaded

#		Instrument
1	IFP Advisors, Inc unchanged	Shares	0	+$433.3K	$6.5M
2	Echo Wealth Management, LLC added	Shares	+2.1K	+$352.4K	$3.7M
3	WINNACLE WEALTH LLC trimmed	Shares	-3.2K	+$176.0K	$4.9M
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+1.3K	+$109.6K	$683.7K
5	PRECEDENT WEALTH PARTNERS, LLC trimmed	Shares	-2.5K	+$102.5K	$3.3M
6	RFG Advisory, LLC added	Shares	+997	+$89.0K	$614.1K
7	Castleview Partners, LLC unchanged	Shares	0	+$87.9K	$1.3M
8	Farther Finance Advisors, LLC added	Shares	+829	+$73.6K	$535.5K
9	Ignite Planners, LLC unchanged	Shares	0	+$64.9K	$967.1K
10	LVZ, Inc. unchanged	Shares	0	+$60.6K	$902.7K
11	Nova Wealth Management, Inc. trimmed	Shares	-679	+$56.7K	$1.3M
12	WORLD EQUITY GROUP, INC. unchanged	Shares	0	+$43.8K	$653.5K
13	Lakeridge Wealth Management LLC unchanged	Shares	0	+$37.2K	$554.3K
14	Sage Capital Advisors,llc unchanged	Shares	0	+$32.6K	$485.3K
15	Falcon Wealth Planning unchanged	Shares	0	+$25.1K	$374.0K
16	EVOLUTION WEALTH MANAGEMENT INC. trimmed	Shares	-1	+$23.6K	$353.2K
17	Ritter Daniher Financial Advisory LLC / DE unchanged	Shares	0	+$23.2K	$345.8K
18	Sowell Financial Services LLC unchanged	Shares	0	+$22.9K	$341.8K
19	Prospera Financial Services Inc unchanged	Shares	0	+$18.3K	$273.4K
20	SOA Wealth Advisors, LLC. added	Shares	+86	+$13.8K	$144.9K
21	Focus Financial Network, Inc. trimmed	Shares	-40	+$13.8K	$234.0K
22	DHJJ Financial Advisors, Ltd. unchanged	Shares	0	+$3.8K	$57.0K
23	CoreCap Advisors, LLC trimmed	Shares	-24	+$2.5K	$55.0K
24	BEACON FINANCIAL GROUP trimmed	Shares	-690	+$2.0K	$522.6K
25	Financial Perspectives, Inc unchanged	Shares	0	+$1.9K	$28.2K
26	Spire Wealth Management unchanged	Shares	0	+$1.6K	$23.1K
27	Capital Investment Advisory Services, LLC added	Shares	+4	+$702	$7.6K
28	Triumph Capital Management unchanged	Shares	0	+$337	$5.0K
29	Commonwealth Financial Services, LLC trimmed	Shares	-3.0K	-$73.9K	$1.0M
30	Encompass More Asset Management trimmed	Shares	-3.0K	-$91.0K	$761.0K
31	LifeWealth Investments, LLC trimmed	Shares	-3.2K	-$110.7K	$667.4K
32	LANARK FINANCIAL, INC. trimmed	Shares	-2.9K	-$123.8K	$259.1K
33	Cottage Street Advisors LLC exited	Shares	-4.6K	-$218.7K	$0
34	Madrona Financial Services, LLC trimmed	Shares	-10.5K	-$431.1K	$1.1M