Filing Research | FIRST TR EXCHNG TRADED FD VI Institutional Holdings

Snapshot holdings

35 / 35 loaded

#		Instrument	quantity
1	MBL Wealth, LLC	Shares	82.4KSH	$4.8M
2	DHJJ Financial Advisors, Ltd.	Shares	57.9KSH	$3.4M
3	ERn Financial, LLC	Shares	57.3KSH	$3.4M
4	Fragasso Financial Advisors Inc	Shares	42.6KSH	$2.5M
5	Envestnet Portfolio Solutions, Inc.	Shares	21.8KSH	$1.3M
6	Prospera Financial Services Inc	Shares	18.4KSH	$1.1M
7	RFG Advisory, LLC	Shares	16.4KSH	$960.8K
8	Strategic Blueprint, LLC	Shares	16.1KSH	$942.3K
9	CoreCap Advisors, LLC	Shares	13.7KSH	$799.8K
10	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	13.2KSH	$777.5K
11	NOVEM GROUP	Shares	13.1KSH	$764.6K
12	Farther Finance Advisors, LLC	Shares	12.1KSH	$705.9K
13	Ignite Planners, LLC	Shares	11.8KSH	$687.6K
14	Ifrah Financial Services, Inc.	Shares	8.3KSH	$483.5K
15	Pinnacle Wealth Management Group, Inc.	Shares	7.0KSH	$409.1K
16	BEACON FINANCIAL GROUP	Shares	6.9KSH	$404.5K
17	LANARK FINANCIAL, INC.	Shares	6.8KSH	$395.3K
18	Accel Wealth Management	Shares	5.9KSH	$346.0K
19	Sowell Financial Services LLC	Shares	5.5KSH	$323.5K
20	Brookstone Capital Management	Shares	5.5KSH	$320.6K
21	LVZ, Inc.	Shares	5.1KSH	$299.6K
22	Bison Wealth, LLC	Shares	4.5KSH	$266.3K
23	LEGACY SOLUTIONS, LLC	Shares	4.2KSH	$246.9K
24	Merit Financial Group, LLC	Shares	4.0KSH	$235.4K
25	TCFG Investment Advisors, LLC	Shares	4.0KSH	$232.5K
26	Barnes Wealth Management Group, Inc	Shares	3.5KSH	$204.7K
27	IFP Advisors, Inc	Shares	3.4KSH	$196.5K
28	Spire Wealth Management	Shares	3.0KSH	$173.2K
29	SOA Wealth Advisors, LLC.	Shares	1.1KSH	$67.0K
30	EVOLUTION WEALTH MANAGEMENT INC.	Shares	785SH	$45.9K
31	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	Shares	390SH	$22.8K
32	Cape Investment Advisory, Inc.	Shares	259SH	$15.1K
33	Triumph Capital Management	Shares	55SH	$3.2K
34	PARK AVENUE SECURITIES LLC	Shares	6.8KSH	$398
35	Aurora Private Wealth, Inc.	Shares	3.8KSH	$225

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

41 / 41 loaded

#		Instrument
1	MBL Wealth, LLC added	Shares	+3.2K	+$588.4K	$4.8M
2	ERn Financial, LLC added	Shares	+397	+$313.2K	$3.4M
3	DHJJ Financial Advisors, Ltd. trimmed	Shares	-1.0K	+$241.5K	$3.4M
4	RFG Advisory, LLC added	Shares	+2.4K	+$213.6K	$960.8K
5	Barnes Wealth Management Group, Inc new	Shares	+3.5K	+$204.7K	$204.7K
6	Fragasso Financial Advisors Inc unchanged	Shares	0	+$196.6K	$2.5M
7	Farther Finance Advisors, LLC added	Shares	+719	+$96.4K	$705.9K
8	Prospera Financial Services Inc unchanged	Shares	0	+$93.7K	$1.1M
9	CoreCap Advisors, LLC added	Shares	+341	+$87.9K	$799.8K
10	NOVEM GROUP unchanged	Shares	0	+$66.6K	$764.6K
11	Ignite Planners, LLC trimmed	Shares	-200	+$59.9K	$687.6K
12	Envestnet Portfolio Solutions, Inc. trimmed	Shares	-1.3K	+$44.0K	$1.3M
13	Ifrah Financial Services, Inc. trimmed	Shares	-48	+$39.5K	$483.5K
14	Pinnacle Wealth Management Group, Inc. unchanged	Shares	0	+$35.6K	$409.1K
15	LVZ, Inc. unchanged	Shares	0	+$26.1K	$299.6K
16	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. new	Shares	+390	+$22.8K	$22.8K
17	Accel Wealth Management trimmed	Shares	-150	+$22.1K	$346.0K
18	LEGACY SOLUTIONS, LLC unchanged	Shares	0	+$21.5K	$246.9K
19	TCFG Investment Advisors, LLC unchanged	Shares	0	+$20.3K	$232.5K
20	BEACON FINANCIAL GROUP trimmed	Shares	-344	+$16.9K	$404.5K
21	Cape Investment Advisory, Inc. new	Shares	+259	+$15.1K	$15.1K
22	Merit Financial Group, LLC trimmed	Shares	-145	+$12.8K	$235.4K
23	Sowell Financial Services LLC trimmed	Shares	-340	+$10.0K	$323.5K
24	SOA Wealth Advisors, LLC. unchanged	Shares	0	+$5.8K	$67.0K
25	Spire Wealth Management trimmed	Shares	-200	+$4.4K	$173.2K
26	EVOLUTION WEALTH MANAGEMENT INC. unchanged	Shares	0	+$4.0K	$45.9K
27	Triumph Capital Management unchanged	Shares	0	+$280	$3.2K
28	Bison Wealth, LLC trimmed	Shares	-75	+$70	$266.3K
29	PARK AVENUE SECURITIES LLC trimmed	Shares	-296	+$19	$398
30	Aurora Private Wealth, Inc. trimmed	Shares	-271	$0	$225
31	IFP Advisors, Inc trimmed	Shares	-645	-$17.3K	$196.5K
32	TopTier Wealth Management, LLC exited	Shares	-630	-$33.6K	$0
33	LANARK FINANCIAL, INC. trimmed	Shares	-2.5K	-$96.8K	$395.3K
34	Apollon Wealth Management, LLC exited	Shares	-3.9K	-$207.4K	$0
35	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-5.3K	-$219.1K	$777.5K
36	Pacific Excel Wealth Advisors, Inc. exited	Shares	-4.7K	-$251.8K	$0
37	Brookstone Capital Management trimmed	Shares	-7.7K	-$385.5K	$320.6K
38	Strategic Blueprint, LLC trimmed	Shares	-11.7K	-$540.7K	$942.3K
39	WORLD EQUITY GROUP, INC. exited	Shares	-11.0K	-$588.3K	$0
40	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC exited	Shares	-21.1K	-$1.1M	$0
41	BAM Wealth Management, LLC exited	Shares	-83.9K	-$4.5M	$0