Filing Research | FIRST TR EXCHANGE TRADED FD Institutional Holdings

Snapshot holdings

50 / 105 loaded

#		Instrument	quantity
1	Prospera Financial Services Inc	Shares	596.0KSH	$45.2M
2	D.A. DAVIDSON & CO.	Shares	393.6KSH	$29.9M
3	BENJAMIN EDWARDS INC	Shares	285.4KSH	$21.7M
4	Madrona Financial Services, LLC	Shares	254.3KSH	$19.3M
5	Strid Group, LLC	Shares	187.6KSH	$14.2M
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	148.6KSH	$10.8M
7	IFP Advisors, Inc	Shares	98.2KSH	$7.5M
8	PFG Investments, LLC	Shares	92.9KSH	$7.1M
9	ATWOOD & PALMER INC	Shares	73.5KSH	$5.6M
10	Merit Financial Group, LLC	Shares	70.6KSH	$5.4M
11	Farther Finance Advisors, LLC	Shares	59.8KSH	$4.5M
12	Stablepoint Partners, LLC	Shares	58.9KSH	$4.5M
13	Apollon Wealth Management, LLC	Shares	53.3KSH	$4.0M
14	First Heartland Consultants, Inc.	Shares	44.2KSH	$3.4M
15	Composition Wealth, LLC	Shares	42.4KSH	$3.2M
16	FLAGSHIP HARBOR ADVISORS, LLC	Shares	39.8KSH	$3.0M
17	INDEPENDENT FINANCIAL GROUP, LLC	Shares	39.7KSH	$3.0M
18	Golden State Wealth Management, LLC	Shares	36.5KSH	$2.8M
19	COTTONWOOD CAPITAL ADVISORS, LLC	Shares	35.2KSH	$2.7M
20	QP WEALTH MANAGEMENT, LLC	Shares	27.8KSH	$2.1M
21	Accel Wealth Management	Shares	24.0KSH	$1.8M
22	CoreCap Advisors, LLC	Shares	21.8KSH	$1.7M
23	DAVENPORT & Co LLC	Shares	18.6KSH	$1.4M
24	RFG Advisory, LLC	Shares	18.3KSH	$1.4M
25	EWA, LLC	Shares	18.0KSH	$1.4M
26	Ballew Advisors, Inc	Shares	18.4KSH	$1.3M
27	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	Shares	16.3KSH	$1.2M
28	CASCADE INVESTMENT GROUP, INC.	Shares	15.3KSH	$1.2M
29	MinichMacGregor Wealth Management, LLC	Shares	14.3KSH	$1.1M
30	AFFINITY WEALTH MANAGEMENT LLC	Shares	13.4KSH	$1.0M
31	Quad-Cities Investment Group, LLC	Shares	13.4KSH	$1.0M
32	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	Shares	12.2KSH	$923.5K
33	Madison Park Capital Advisors, LLC	Shares	4.5KSH	$896.0K
34	Dynamic Advisor Solutions LLC	Shares	11.6KSH	$879.2K
35	Capital Investment Advisory Services, LLC	Shares	11.5KSH	$871.0K
36	DHJJ Financial Advisors, Ltd.	Shares	11.2KSH	$849.6K
37	LANARK FINANCIAL, INC.	Shares	10.4KSH	$785.6K
38	FIRST CITIZENS BANK & TRUST CO	Shares	10.0KSH	$755.3K
39	HCR Wealth Advisors	Shares	9.0KSH	$686.3K
40	Montz Harcus Wealth Management LLC	Shares	9.0KSH	$680.6K
41	IFS Group,LLC	Shares	8.6KSH	$652.3K
42	Spire Wealth Management	Shares	8.5KSH	$643.2K
43	Cyndeo Wealth Partners, LLC	Shares	7.9KSH	$597.6K
44	Pine Valley Investments Ltd Liability Co	Shares	7.9KSH	$597.1K
45	CARY STREET PARTNERS FINANCIAL LLC	Shares	7.9KSH	$596.9K
46	GAMMA Investing LLC	Shares	7.4KSH	$563.3K
47	J.W. COLE ADVISORS, INC.	Shares	7.3KSH	$554.6K
48	Kaydan Wealth Management, Inc.	Shares	7.1KSH	$535.5K
49	WEST MICHIGAN ADVISORS, LLC	Shares	7.5KSH	$454.1K
50	NOVEM GROUP	Shares	5.8KSH	$436.8K

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

50 / 104 loaded

#		Instrument
1	Prospera Financial Services Inc trimmed	Shares	-35.6K	+$7.1M	$45.2M
2	D.A. DAVIDSON & CO. trimmed	Shares	-4.9K	+$5.8M	$29.9M
3	Madrona Financial Services, LLC added	Shares	+6.7K	+$4.3M	$19.3M
4	BENJAMIN EDWARDS INC trimmed	Shares	-20.0K	+$3.2M	$21.7M
5	Strid Group, LLC trimmed	Shares	-10.5K	+$2.3M	$14.2M
6	PFG Investments, LLC added	Shares	+6.0K	+$1.8M	$7.1M
7	EWA, LLC new	Shares	+18.0K	+$1.4M	$1.4M
8	IFP Advisors, Inc trimmed	Shares	-3.2K	+$1.3M	$7.5M
9	Merit Financial Group, LLC added	Shares	+305	+$1.1M	$5.4M
10	Stablepoint Partners, LLC added	Shares	+2.7K	+$1.1M	$4.5M
11	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-12.4K	+$1.0M	$10.8M
12	Farther Finance Advisors, LLC added	Shares	+402	+$917.8K	$4.5M
13	First Heartland Consultants, Inc. added	Shares	+1.1K	+$749.3K	$3.4M
14	ATWOOD & PALMER INC trimmed	Shares	-7.2K	+$699.7K	$5.6M
15	FLAGSHIP HARBOR ADVISORS, LLC added	Shares	+147	+$624.0K	$3.0M
16	Composition Wealth, LLC trimmed	Shares	-626	+$617.7K	$3.2M
17	INDEPENDENT FINANCIAL GROUP, LLC trimmed	Shares	-80	+$608.2K	$3.0M
18	Apollon Wealth Management, LLC trimmed	Shares	-3.9K	+$589.4K	$4.0M
19	Dynamic Advisor Solutions LLC added	Shares	+6.0K	+$543.4K	$879.2K
20	Golden State Wealth Management, LLC trimmed	Shares	-756	+$518.0K	$2.8M
21	COTTONWOOD CAPITAL ADVISORS, LLC trimmed	Shares	-523	+$512.1K	$2.7M
22	QP WEALTH MANAGEMENT, LLC added	Shares	+39	+$431.6K	$2.1M
23	Gratus Wealth Advisors, LLC new	Shares	+4.6K	+$349.1K	$349.1K
24	CoreCap Advisors, LLC trimmed	Shares	-249	+$321.5K	$1.7M
25	Accel Wealth Management trimmed	Shares	-1.4K	+$286.5K	$1.8M
26	RFG Advisory, LLC trimmed	Shares	-55	+$279.6K	$1.4M
27	DAVENPORT & Co LLC trimmed	Shares	-300	+$268.4K	$1.4M
28	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors added	Shares	+229	+$265.3K	$1.2M
29	Berman McAleer LLC new	Shares	+3.1K	+$235.2K	$235.2K
30	UHLMANN PRICE SECURITIES, LLC new	Shares	+3.0K	+$229.8K	$229.8K
31	Professional Financial Advisors, LLC new	Shares	+3.0K	+$226.2K	$226.2K
32	CASCADE INVESTMENT GROUP, INC. trimmed	Shares	-265	+$220.5K	$1.2M
33	MinichMacGregor Wealth Management, LLC unchanged	Shares	0	+$220.1K	$1.1M
34	Mayflower Financial Advisors, LLC new	Shares	+2.9K	+$219.3K	$219.3K
35	SageOak Financial, LLC new	Shares	+2.9K	+$218.8K	$218.8K
36	Sequoia Financial Advisors, LLC new	Shares	+2.9K	+$218.1K	$218.1K
37	Orgel Wealth Management, LLC new	Shares	+2.9K	+$216.3K	$216.3K
38	WINEBRENNER CAPITAL MANAGEMENT LLC new	Shares	+2.8K	+$211.1K	$211.1K
39	Southland Equity Partners LLC new	Shares	+2.7K	+$201.5K	$201.5K
40	Madison Park Capital Advisors, LLC trimmed	Shares	-7.2K	+$192.9K	$896.0K
41	NATIONS FINANCIAL GROUP INC, /IA/ /ADV unchanged	Shares	0	+$188.0K	$923.5K
42	Quad-Cities Investment Group, LLC trimmed	Shares	-532	+$174.2K	$1.0M
43	DHJJ Financial Advisors, Ltd. unchanged	Shares	0	+$172.9K	$849.6K
44	Capital Investment Advisory Services, LLC trimmed	Shares	-145	+$168.5K	$871.0K
45	Ballew Advisors, Inc trimmed	Shares	-154	+$164.8K	$1.3M
46	FIRST CITIZENS BANK & TRUST CO trimmed	Shares	-2	+$153.6K	$755.3K
47	LANARK FINANCIAL, INC. trimmed	Shares	-286	+$142.6K	$785.6K
48	HCR Wealth Advisors unchanged	Shares	0	+$139.7K	$686.3K
49	IFS Group,LLC trimmed	Shares	-108	+$126.3K	$652.3K
50	Pine Valley Investments Ltd Liability Co added	Shares	+1	+$121.6K	$597.1K

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