Filing Research | FIRST TR EXCHNG TRADED FD VI Institutional Holdings

Snapshot holdings

34 / 34 loaded

#		Instrument	quantity
1	Commonwealth Financial Services, LLC	Shares	49.9KSH	$2.0M
2	Ritter Daniher Financial Advisory LLC / DE	Shares	43.6KSH	$1.8M
3	Sowell Financial Services LLC	Shares	28.0KSH	$1.1M
4	Cypress Wealth Services, LLC	Shares	22.8KSH	$934.0K
5	Climber Capital SA	Shares	21.1KSH	$862.5K
6	RFG Advisory, LLC	Shares	14.7KSH	$599.6K
7	LifeWealth Investments, LLC	Shares	14.5KSH	$591.4K
8	LVZ, Inc.	Shares	13.5KSH	$551.9K
9	Barnes Wealth Management Group, Inc	Shares	12.5KSH	$510.9K
10	TrueWealth Advisors, LLC	Shares	11.0KSH	$450.4K
11	CARY STREET PARTNERS FINANCIAL LLC	Shares	10.4KSH	$426.6K
12	Santori & Peters, Inc.	Shares	9.4KSH	$385.7K
13	Nova Wealth Management, Inc.	Shares	8.8KSH	$361.6K
14	Apollon Wealth Management, LLC	Shares	8.6KSH	$350.8K
15	IFP Advisors, Inc	Shares	7.6KSH	$312.4K
16	TopTier Wealth Management, LLC	Shares	6.7KSH	$272.1K
17	PRECEDENT WEALTH PARTNERS, LLC	Shares	6.4KSH	$261.3K
18	Farther Finance Advisors, LLC	Shares	6.3KSH	$256.0K
19	Foguth Wealth Management, LLC.	Shares	6.3KSH	$255.8K
20	First Heartland Consultants, Inc.	Shares	6.1KSH	$248.6K
21	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	5.7KSH	$232.5K
22	WINNACLE WEALTH LLC	Shares	5.3KSH	$216.2K
23	Quad-Cities Investment Group, LLC	Shares	5.0KSH	$206.2K
24	Brookstone Capital Management	Shares	4.9KSH	$201.0K
25	Capital Investment Advisory Services, LLC	Shares	4.3KSH	$174.3K
26	EVOLUTION WEALTH MANAGEMENT INC.	Shares	3.4KSH	$137.8K
27	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	2.7KSH	$110.3K
28	Hartford Financial Management Inc.	Shares	1.9KSH	$79.6K
29	LANARK FINANCIAL, INC.	Shares	1.3KSH	$52.7K
30	Cape Investment Advisory, Inc.	Shares	1.3KSH	$51.1K
31	CoreCap Advisors, LLC	Shares	1.1KSH	$44.0K
32	DHJJ Financial Advisors, Ltd.	Shares	1.0KSH	$42.3K
33	Triumph Capital Management	Shares	940SH	$38.4K
34	AdvisorNet Financial, Inc	Shares	253SH	$10.0K

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

35 / 35 loaded

#		Instrument
1	Ritter Daniher Financial Advisory LLC / DE new	Shares	+43.6K	+$1.8M	$1.8M
2	Cypress Wealth Services, LLC new	Shares	+22.8K	+$934.0K	$934.0K
3	Climber Capital SA new	Shares	+21.1K	+$862.5K	$862.5K
4	CARY STREET PARTNERS FINANCIAL LLC new	Shares	+10.4K	+$426.6K	$426.6K
5	Santori & Peters, Inc. new	Shares	+9.4K	+$385.7K	$385.7K
6	LVZ, Inc. added	Shares	+8.3K	+$343.5K	$551.9K
7	PRECEDENT WEALTH PARTNERS, LLC new	Shares	+6.4K	+$261.3K	$261.3K
8	Quad-Cities Investment Group, LLC new	Shares	+5.0K	+$206.2K	$206.2K
9	Brookstone Capital Management new	Shares	+4.9K	+$201.0K	$201.0K
10	IFP Advisors, Inc added	Shares	+3.0K	+$128.6K	$312.4K
11	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC new	Shares	+2.7K	+$110.3K	$110.3K
12	Sowell Financial Services LLC added	Shares	+1.1K	+$73.8K	$1.1M
13	Apollon Wealth Management, LLC added	Shares	+1.5K	+$69.1K	$350.8K
14	RFG Advisory, LLC added	Shares	+1.3K	+$67.3K	$599.6K
15	Cape Investment Advisory, Inc. new	Shares	+1.3K	+$51.1K	$51.1K
16	Capital Investment Advisory Services, LLC added	Shares	+1.1K	+$47.5K	$174.3K
17	First Heartland Consultants, Inc. added	Shares	+963	+$45.1K	$248.6K
18	LANARK FINANCIAL, INC. added	Shares	+963	+$39.7K	$52.7K
19	Barnes Wealth Management Group, Inc added	Shares	+82	+$17.2K	$510.9K
20	Farther Finance Advisors, LLC added	Shares	+175	+$13.7K	$256.0K
21	TrueWealth Advisors, LLC unchanged	Shares	0	+$12.3K	$450.4K
22	TopTier Wealth Management, LLC unchanged	Shares	0	+$7.4K	$272.1K
23	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC unchanged	Shares	0	+$7.3K	$232.5K
24	WINNACLE WEALTH LLC trimmed	Shares	-36	+$4.5K	$216.2K
25	Hartford Financial Management Inc. unchanged	Shares	0	+$2.2K	$79.6K
26	DHJJ Financial Advisors, Ltd. unchanged	Shares	0	+$1.2K	$42.3K
27	Triumph Capital Management unchanged	Shares	0	+$1.0K	$38.4K
28	AdvisorNet Financial, Inc unchanged	Shares	0	$0	$10.0K
29	Foguth Wealth Management, LLC. unchanged	Shares	0	-$313	$255.8K
30	Nova Wealth Management, Inc. trimmed	Shares	-362	-$4.5K	$361.6K
31	CoreCap Advisors, LLC trimmed	Shares	-303	-$10.8K	$44.0K
32	EVOLUTION WEALTH MANAGEMENT INC. trimmed	Shares	-435	-$13.5K	$137.8K
33	LifeWealth Investments, LLC trimmed	Shares	-3.1K	-$109.0K	$591.4K
34	Sound Income Strategies, LLC exited	Shares	-4.8K	-$189.8K	$0
35	Commonwealth Financial Services, LLC trimmed	Shares	-6.5K	-$202.2K	$2.0M