Filing Research | FIRST TR EXCHNG TRADED FD VI Institutional Holdings

Snapshot holdings

27 / 27 loaded

#		Instrument	quantity
1	Ignite Planners, LLC	Shares	37.9KSH	$1.9M
2	Ritter Daniher Financial Advisory LLC / DE	Shares	34.7KSH	$1.7M
3	Santori & Peters, Inc.	Shares	28.2KSH	$1.4M
4	Nova Wealth Management, Inc.	Shares	24.3KSH	$1.2M
5	Apollon Wealth Management, LLC	Shares	17.2KSH	$845.8K
6	RFG Advisory, LLC	Shares	14.2KSH	$701.6K
7	Chris Bulman Inc	Shares	13.8KSH	$682.2K
8	Brookstone Capital Management	Shares	13.0KSH	$639.1K
9	Madrona Financial Services, LLC	Shares	12.6KSH	$619.4K
10	INDEPENDENT FINANCIAL GROUP, LLC	Shares	9.8KSH	$483.1K
11	SOA Wealth Advisors, LLC.	Shares	8.8KSH	$432.2K
12	EVOLUTION WEALTH MANAGEMENT INC.	Shares	8.2KSH	$404.7K
13	Strategic Blueprint, LLC	Shares	8.0KSH	$395.8K
14	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	Shares	7.7KSH	$379.7K
15	First Heartland Consultants, Inc.	Shares	7.2KSH	$356.1K
16	Comprehensive Financial Consultants Institutional, Inc.	Shares	6.8KSH	$333.2K
17	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	Shares	6.1KSH	$301.1K
18	LVZ, Inc.	Shares	6.0KSH	$296.5K
19	Farther Finance Advisors, LLC	Shares	4.9KSH	$242.7K
20	Core Wealth Partners LLC	Shares	4.6KSH	$225.8K
21	Echo Wealth Management, LLC	Shares	4.5KSH	$223.8K
22	IFP Advisors, Inc	Shares	4.1KSH	$200.3K
23	Spire Wealth Management	Shares	3.0KSH	$148.3K
24	LANARK FINANCIAL, INC.	Shares	2.5KSH	$122.8K
25	DHJJ Financial Advisors, Ltd.	Shares	1.9KSH	$92.4K
26	CoreCap Advisors, LLC	Shares	1.1KSH	$55.1K
27	Capital Investment Advisory Services, LLC	Shares	1.0KSH	$51.2K

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

28 / 28 loaded

#		Instrument
1	Santori & Peters, Inc. added	Shares	+19.3K	+$968.9K	$1.4M
2	Madrona Financial Services, LLC new	Shares	+12.6K	+$619.4K	$619.4K
3	Chris Bulman Inc added	Shares	+9.2K	+$463.8K	$682.2K
4	Comprehensive Financial Consultants Institutional, Inc. new	Shares	+6.8K	+$333.2K	$333.2K
5	IFP Advisors, Inc added	Shares	+2.1K	+$109.5K	$200.3K
6	Brookstone Capital Management added	Shares	+1.3K	+$88.4K	$639.1K
7	Ignite Planners, LLC trimmed	Shares	-65	+$81.9K	$1.9M
8	RFG Advisory, LLC added	Shares	+1.0K	+$79.7K	$701.6K
9	Farther Finance Advisors, LLC added	Shares	+1.4K	+$75.2K	$242.7K
10	Nova Wealth Management, Inc. added	Shares	+386	+$72.6K	$1.2M
11	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+400	+$40.8K	$483.1K
12	Apollon Wealth Management, LLC trimmed	Shares	-359	+$21.6K	$845.8K
13	SOA Wealth Advisors, LLC. unchanged	Shares	0	+$19.7K	$432.2K
14	EVOLUTION WEALTH MANAGEMENT INC. trimmed	Shares	-5	+$18.2K	$404.7K
15	Strategic Blueprint, LLC unchanged	Shares	0	+$18.0K	$395.8K
16	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors unchanged	Shares	0	+$17.3K	$379.7K
17	First Heartland Consultants, Inc. trimmed	Shares	-13	+$15.6K	$356.1K
18	LVZ, Inc. unchanged	Shares	0	+$13.5K	$296.5K
19	Core Wealth Partners LLC unchanged	Shares	0	+$10.3K	$225.8K
20	Echo Wealth Management, LLC unchanged	Shares	0	+$10.2K	$223.8K
21	Spire Wealth Management unchanged	Shares	0	+$6.7K	$148.3K
22	DHJJ Financial Advisors, Ltd. unchanged	Shares	0	+$4.2K	$92.4K
23	LANARK FINANCIAL, INC. trimmed	Shares	-68	+$2.4K	$122.8K
24	CoreCap Advisors, LLC trimmed	Shares	-31	+$1.0K	$55.1K
25	Capital Investment Advisory Services, LLC trimmed	Shares	-541	-$23.1K	$51.2K
26	NATIONS FINANCIAL GROUP INC, /IA/ /ADV trimmed	Shares	-1.1K	-$39.9K	$301.1K
27	Envestnet Portfolio Solutions, Inc. exited	Shares	-4.3K	-$202.9K	$0
28	Ritter Daniher Financial Advisory LLC / DE trimmed	Shares	-14.8K	-$620.2K	$1.7M