Filing Research | FIRST TR EXCHNG TRADED FD VI Institutional Holdings

Snapshot holdings

40 / 40 loaded

#		Instrument	quantity
1	ARVEST INVESTMENTS, INC.	Shares	610.5KSH	$13.3M
2	Paller Financial Services Inc	Shares	173.2KSH	$3.8M
3	Cambridge Advisors Inc.	Shares	142.3KSH	$3.1M
4	Sowell Financial Services LLC	Shares	133.9KSH	$2.9M
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	85.7KSH	$1.9M
6	WINEBRENNER CAPITAL MANAGEMENT LLC	Shares	77.2KSH	$1.7M
7	D.A. DAVIDSON & CO.	Shares	67.7KSH	$1.5M
8	Magnus Financial Group LLC	Shares	60.9KSH	$1.3M
9	CoreCap Advisors, LLC	Shares	58.7KSH	$1.3M
10	Formidable Asset Management, LLC	Shares	46.9KSH	$1.1M
11	Brookstone Capital Management	Shares	23.9KSH	$522.6K
12	PUFF WEALTH MANAGEMENT, LLC	Shares	22.0KSH	$481.1K
13	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	20.8KSH	$449.1K
14	Fiduciary Alliance LLC	Shares	16.9KSH	$368.2K
15	Prospera Financial Services Inc	Shares	15.8KSH	$345.1K
16	Capital Advisors Wealth Management, LLC	Shares	15.1KSH	$329.7K
17	Whitener Capital Management, Inc.	Shares	13.2KSH	$287.6K
18	BENJAMIN EDWARDS INC	Shares	11.8KSH	$257.5K
19	B. Riley Wealth Advisors, Inc.	Shares	11.1KSH	$244.4K
20	Register Financial Advisors LLC	Shares	10.5KSH	$230.2K
21	SCHNIEDERS CAPITAL MANAGEMENT, LLC.	Shares	10.2KSH	$222.5K
22	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	Shares	10.0KSH	$218.4K
23	LANARK FINANCIAL, INC.	Shares	8.4KSH	$184.0K
24	West Branch Capital LLC	Shares	5.9KSH	$129.1K
25	Allied Private Wealth LLC	Shares	4.9KSH	$108.0K
26	THOMPSON INVESTMENT MANAGEMENT, INC.	Shares	4.6KSH	$99.9K
27	Spire Wealth Management	Shares	3.7KSH	$80.2K
28	Capital Investment Advisory Services, LLC	Shares	3.1KSH	$67.3K
29	IFP Advisors, Inc	Shares	2.9KSH	$62.5K
30	Farther Finance Advisors, LLC	Shares	2.7KSH	$58.8K
31	Holos Integrated Wealth LLC	Shares	2.6KSH	$57.7K
32	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	Shares	1.2KSH	$26.0K
33	DHJJ Financial Advisors, Ltd.	Shares	1.0KSH	$21.9K
34	Princeton Global Asset Management LLC	Shares	790SH	$17.3K
35	HARBOR INVESTMENT ADVISORY, LLC	Shares	785SH	$17.1K
36	SBI Securities Co., Ltd.	Shares	174SH	$3.8K
37	JFS WEALTH ADVISORS, LLC	Shares	156SH	$3.4K
38	SIGNATUREFD, LLC	Shares	26SH	$568
39	Vermillion Wealth Management, Inc.	Shares	1SH	$20
40	Roble, Belko & Company, Inc	Shares	200SH	$4

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

41 / 41 loaded

#		Instrument
1	Brookstone Capital Management new	Shares	+23.9K	+$522.6K	$522.6K
2	Formidable Asset Management, LLC trimmed	Shares	-50	+$121.9K	$1.1M
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+3.5K	+$53.0K	$1.9M
4	Spire Wealth Management added	Shares	+1.8K	+$39.0K	$80.2K
5	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+2.2K	+$34.2K	$449.1K
6	Fiduciary Alliance LLC added	Shares	+1.4K	+$26.7K	$368.2K
7	HARBOR INVESTMENT ADVISORY, LLC new	Shares	+785	+$17.1K	$17.1K
8	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. added	Shares	+206	+$3.9K	$26.0K
9	JFS WEALTH ADVISORS, LLC new	Shares	+156	+$3.4K	$3.4K
10	SIGNATUREFD, LLC new	Shares	+26	+$568	$568
11	SBI Securities Co., Ltd. added	Shares	+9	+$89	$3.8K
12	Roble, Belko & Company, Inc unchanged	Shares	0	$0	$4
13	Princeton Global Asset Management LLC unchanged	Shares	0	-$513	$17.3K
14	DHJJ Financial Advisors, Ltd. unchanged	Shares	0	-$653	$21.9K
15	Holos Integrated Wealth LLC added	Shares	+8	-$1.0K	$57.7K
16	LANARK FINANCIAL, INC. added	Shares	+185	-$1.3K	$184.0K
17	Capital Investment Advisory Services, LLC unchanged	Shares	0	-$2.0K	$67.3K
18	Register Financial Advisors LLC added	Shares	+176	-$2.9K	$230.2K
19	Vermillion Wealth Management, Inc. trimmed	Shares	-129	-$2.9K	$20
20	THOMPSON INVESTMENT MANAGEMENT, INC. unchanged	Shares	0	-$3.0K	$99.9K
21	West Branch Capital LLC unchanged	Shares	0	-$3.8K	$129.1K
22	Capital Advisors Wealth Management, LLC added	Shares	+252	-$4.1K	$329.7K
23	B. Riley Wealth Advisors, Inc. added	Shares	+80	-$5.2K	$244.4K
24	NATIONS FINANCIAL GROUP INC, /IA/ /ADV added	Shares	+7	-$6.4K	$218.4K
25	SCHNIEDERS CAPITAL MANAGEMENT, LLC. unchanged	Shares	0	-$6.6K	$222.5K
26	BENJAMIN EDWARDS INC unchanged	Shares	0	-$7.7K	$257.5K
27	IFP Advisors, Inc trimmed	Shares	-380	-$10.4K	$62.5K
28	Scarborough Advisors, LLC exited	Shares	-682	-$15.3K	$0
29	Whitener Capital Management, Inc. trimmed	Shares	-1.1K	-$34.0K	$287.6K
30	Magnus Financial Group LLC added	Shares	+51	-$38.4K	$1.3M
31	Prospera Financial Services Inc trimmed	Shares	-1.6K	-$45.1K	$345.1K
32	D.A. DAVIDSON & CO. trimmed	Shares	-171	-$47.9K	$1.5M
33	CoreCap Advisors, LLC trimmed	Shares	-473	-$48.8K	$1.3M
34	Farther Finance Advisors, LLC trimmed	Shares	-2.8K	-$62.9K	$58.8K
35	WINEBRENNER CAPITAL MANAGEMENT LLC trimmed	Shares	-4.5K	-$150.6K	$1.7M
36	Cambridge Advisors Inc. trimmed	Shares	-4.1K	-$185.4K	$3.1M
37	Sowell Financial Services LLC trimmed	Shares	-5.9K	-$220.6K	$2.9M
38	Paller Financial Services Inc trimmed	Shares	-6.8K	-$264.6K	$3.8M
39	ARVEST INVESTMENTS, INC. trimmed	Shares	-4.7K	-$503.3K	$13.3M
40	Redhawk Wealth Advisors, Inc. exited	Shares	-28.8K	-$647.3K	$0
41	LongView Wealth Management exited	Shares	-106.6K	-$2.4M	$0