Filing Research | FIRST TR EXCHNG TRADED FD VI Institutional Holdings

Snapshot holdings

33 / 33 loaded

#		Instrument	quantity
1	BAM Wealth Management, LLC	Shares	104.3KSH	$4.3M
2	Diligent Investors, LLC	Shares	34.5KSH	$1.4M
3	Range Financial Group LLC	Shares	33.1KSH	$1.4M
4	CITY HOLDING CO	Shares	31.1KSH	$1.3M
5	AdvisorNet Financial, Inc	Shares	29.8KSH	$1.2M
6	NorthCrest Asset Manangement, LLC	Shares	26.6KSH	$1.1M
7	NEW WAVE WEALTH ADVISORS LLC	Shares	21.6KSH	$888.2K
8	Ignite Planners, LLC	Shares	21.2KSH	$871.4K
9	Strategic Blueprint, LLC	Shares	18.2KSH	$750.4K
10	Brookstone Capital Management	Shares	17.6KSH	$723.7K
11	Farther Finance Advisors, LLC	Shares	17.5KSH	$722.7K
12	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	Shares	16.9KSH	$698.0K
13	Madrona Financial Services, LLC	Shares	16.0KSH	$661.0K
14	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	41.3KSH	$615.9K
15	Santori & Peters, Inc.	Shares	14.1KSH	$579.5K
16	INDEPENDENT FINANCIAL GROUP, LLC	Shares	11.5KSH	$472.0K
17	WORLD EQUITY GROUP, INC.	Shares	11.3KSH	$464.7K
18	CoreCap Advisors, LLC	Shares	9.6KSH	$393.9K
19	Quad-Cities Investment Group, LLC	Shares	7.8KSH	$322.3K
20	Summit Financial Wealth Advisors, LLC	Shares	7.7KSH	$317.7K
21	IFP Advisors, Inc	Shares	7.3KSH	$301.3K
22	First Heartland Consultants, Inc.	Shares	6.9KSH	$282.9K
23	DHJJ Financial Advisors, Ltd.	Shares	6.5KSH	$269.7K
24	Envestnet Portfolio Solutions, Inc.	Shares	6.1KSH	$251.4K
25	Cornell Pochily Investment Advisors, Inc.	Shares	5.7KSH	$235.6K
26	Castle Rock Wealth Management, LLC	Shares	5.1KSH	$211.5K
27	Commonwealth Financial Services, LLC	Shares	5.1KSH	$209.8K
28	Chris Bulman Inc	Shares	5.1KSH	$209.7K
29	LANARK FINANCIAL, INC.	Shares	4.7KSH	$192.9K
30	GoalVest Advisory LLC	Shares	4.1KSH	$169.5K
31	Capital Investment Advisory Services, LLC	Shares	184SH	$7.6K
32	EVOLUTION WEALTH MANAGEMENT INC.	Shares	37SH	$1.5K
33	PARK AVENUE SECURITIES LLC	Shares	17.3KSH	$713

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

35 / 35 loaded

#		Instrument
1	BAM Wealth Management, LLC new	Shares	+104.3K	+$4.3M	$4.3M
2	Range Financial Group LLC new	Shares	+33.1K	+$1.4M	$1.4M
3	NEW WAVE WEALTH ADVISORS LLC new	Shares	+21.6K	+$888.2K	$888.2K
4	Strategic Blueprint, LLC new	Shares	+18.2K	+$750.4K	$750.4K
5	NorthCrest Asset Manangement, LLC added	Shares	+16.5K	+$699.6K	$1.1M
6	Madrona Financial Services, LLC new	Shares	+16.0K	+$661.0K	$661.0K
7	Farther Finance Advisors, LLC added	Shares	+14.3K	+$594.5K	$722.7K
8	WORLD EQUITY GROUP, INC. new	Shares	+11.3K	+$464.7K	$464.7K
9	Brookstone Capital Management added	Shares	+7.7K	+$336.4K	$723.7K
10	Commonwealth Financial Services, LLC new	Shares	+5.1K	+$209.8K	$209.8K
11	Diligent Investors, LLC added	Shares	+2.4K	+$153.7K	$1.4M
12	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+18.9K	+$128.0K	$615.9K
13	DHJJ Financial Advisors, Ltd. added	Shares	+1.9K	+$87.9K	$269.7K
14	CITY HOLDING CO unchanged	Shares	0	+$55.0K	$1.3M
15	AdvisorNet Financial, Inc trimmed	Shares	-151	+$46.8K	$1.2M
16	First Heartland Consultants, Inc. added	Shares	+685	+$39.2K	$282.9K
17	Envestnet Portfolio Solutions, Inc. added	Shares	+609	+$34.8K	$251.4K
18	Santori & Peters, Inc. unchanged	Shares	0	+$24.9K	$579.5K
19	CoreCap Advisors, LLC added	Shares	+168	+$23.5K	$393.9K
20	Quad-Cities Investment Group, LLC unchanged	Shares	0	+$13.8K	$322.3K
21	IFP Advisors, Inc trimmed	Shares	-75	+$10.0K	$301.3K
22	LANARK FINANCIAL, INC. unchanged	Shares	0	+$8.3K	$192.9K
23	Castle Rock Wealth Management, LLC unchanged	Shares	0	+$8.2K	$211.5K
24	GoalVest Advisory LLC unchanged	Shares	0	+$7.3K	$169.5K
25	Cornell Pochily Investment Advisors, Inc. trimmed	Shares	-110	+$5.8K	$235.6K
26	PARK AVENUE SECURITIES LLC new	Shares	+17.3K	+$713	$713
27	EVOLUTION WEALTH MANAGEMENT INC. unchanged	Shares	0	+$65	$1.5K
28	Summit Financial Wealth Advisors, LLC trimmed	Shares	-413	-$2.6K	$317.7K
29	Capital Investment Advisory Services, LLC trimmed	Shares	-745	-$29.0K	$7.6K
30	Chris Bulman Inc trimmed	Shares	-2.2K	-$76.3K	$209.7K
31	Ignite Planners, LLC trimmed	Shares	-4.5K	-$138.5K	$871.4K
32	HBW ADVISORY SERVICES LLC exited	Shares	-5.2K	-$206.2K	$0
33	INDEPENDENT FINANCIAL GROUP, LLC trimmed	Shares	-12.8K	-$483.0K	$472.0K
34	NATIONS FINANCIAL GROUP INC, /IA/ /ADV trimmed	Shares	-25.4K	-$971.0K	$698.0K
35	ACT Advisors, LLC. exited	Shares	-35.8K	-$1.4M	$0