Filing Research | FIRST TR EXCHNG TRADED FD VI Institutional Holdings

Snapshot holdings

50 / 167 loaded

#		Instrument	quantity
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	3.4MSH	$124.2M
2	MILESTONE ASSET MANAGEMENT, LLC	Shares	1.0MSH	$38.0M
3	Brookstone Capital Management	Shares	919.7KSH	$33.6M
4	INDEPENDENT FINANCIAL GROUP, LLC	Shares	872.8KSH	$31.9M
5	Merit Financial Group, LLC	Shares	759.8KSH	$27.8M
6	Ignite Planners, LLC	Shares	702.0KSH	$25.6M
7	HBW ADVISORY SERVICES LLC	Shares	679.3KSH	$24.8M
8	Symphony Financial Services, Inc.	Shares	613.5KSH	$22.4M
9	Holos Integrated Wealth LLC	Shares	610.4KSH	$22.3M
10	Reyes Financial Architecture, Inc.	Shares	576.0KSH	$21.0M
11	FLAGSHIP HARBOR ADVISORS, LLC	Shares	568.5KSH	$20.8M
12	Prospera Financial Services Inc	Shares	549.6KSH	$20.1M
13	RFG Advisory, LLC	Shares	539.7KSH	$19.7M
14	Cooper Financial Group	Shares	522.2KSH	$19.1M
15	Hibernia Wealth Partners, LLC	Shares	491.9KSH	$18.0M
16	Centennial Wealth Advisory LLC	Shares	472.0KSH	$17.2M
17	Hobart Private Capital, LLC	Shares	426.5KSH	$15.6M
18	Cooper Capital Advisors LLC	Shares	425.3KSH	$15.5M
19	Strategic Blueprint, LLC	Shares	415.9KSH	$15.2M
20	BENJAMIN EDWARDS INC	Shares	410.3KSH	$15.0M
21	Key FInancial Inc	Shares	402.5KSH	$14.7M
22	Apollon Wealth Management, LLC	Shares	345.0KSH	$12.6M
23	Capital Investment Advisory Services, LLC	Shares	322.9KSH	$11.8M
24	Solitude Financial Services	Shares	291.1KSH	$10.6M
25	Opus Financial Solutions LLC	Shares	254.2KSH	$9.3M
26	Golden State Wealth Management, LLC	Shares	252.7KSH	$9.2M
27	Madrona Financial Services, LLC	Shares	249.7KSH	$9.1M
28	STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC	Shares	247.4KSH	$9.0M
29	Chris Bulman Inc	Shares	226.8KSH	$8.3M
30	IAMS WEALTH MANAGEMENT, LLC	Shares	218.2KSH	$8.0M
31	Farther Finance Advisors, LLC	Shares	209.7KSH	$7.7M
32	Three Cord True Wealth Management, LLC	Shares	207.6KSH	$7.6M
33	RiverTree Advisors, LLC	Shares	190.5KSH	$7.0M
34	KPP Advisory Services LLC	Shares	182.7KSH	$6.7M
35	FOCUS Wealth Advisors, LLC	Shares	172.1KSH	$6.3M
36	Pine Valley Investments Ltd Liability Co	Shares	163.8KSH	$6.0M
37	Split Rock Private Trading & Wealth Management, LLC	Shares	162.9KSH	$6.0M
38	Cambridge Advisors Inc.	Shares	140.6KSH	$5.1M
39	Dynamic Advisor Solutions LLC	Shares	139.8KSH	$5.1M
40	IFP Advisors, Inc	Shares	131.3KSH	$4.8M
41	Envestnet Portfolio Solutions, Inc.	Shares	126.9KSH	$4.6M
42	WORLD EQUITY GROUP, INC.	Shares	125.7KSH	$4.6M
43	Financial Guidance Group, Inc.	Shares	119.2KSH	$4.4M
44	Accel Wealth Management	Shares	117.0KSH	$4.3M
45	First Heartland Consultants, Inc.	Shares	116.9KSH	$4.3M
46	Onyx Bridge Wealth Group LLC	Shares	114.9KSH	$4.2M
47	Trilogy Capital Inc.	Shares	112.4KSH	$4.1M
48	Wealthcare Advisory Partners LLC	Shares	112.0KSH	$4.1M
49	Central Pacific Bank - Trust Division	Shares	107.4KSH	$3.9M
50	Noble Wealth Management PBC	Shares	107.4KSH	$3.9M

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

50 / 172 loaded

#		Instrument
1	Merit Financial Group, LLC added	Shares	+573.7K	+$21.5M	$27.8M
2	Reyes Financial Architecture, Inc. added	Shares	+575.4K	+$21.0M	$21.0M
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+316.0K	+$20.2M	$124.2M
4	Symphony Financial Services, Inc. added	Shares	+121.9K	+$5.8M	$22.4M
5	Brookstone Capital Management added	Shares	+37.5K	+$3.8M	$33.6M
6	BENJAMIN EDWARDS INC added	Shares	+69.8K	+$3.5M	$15.0M
7	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+29.1K	+$3.4M	$31.9M
8	J.W. COLE ADVISORS, INC. new	Shares	+80.9K	+$3.0M	$3.0M
9	HBW ADVISORY SERVICES LLC added	Shares	+28.5K	+$2.8M	$24.8M
10	Farther Finance Advisors, LLC added	Shares	+63.3K	+$2.7M	$7.7M
11	Capital Investment Advisory Services, LLC added	Shares	+50.9K	+$2.6M	$11.8M
12	MILESTONE ASSET MANAGEMENT, LLC trimmed	Shares	-9.1K	+$2.6M	$38.0M
13	Holos Integrated Wealth LLC added	Shares	+25.1K	+$2.4M	$22.3M
14	Accel Wealth Management added	Shares	+59.6K	+$2.3M	$4.3M
15	Optivise Advisory Services LLC added	Shares	+57.9K	+$2.2M	$3.4M
16	FLAGSHIP HARBOR ADVISORS, LLC added	Shares	+15.6K	+$2.1M	$20.8M
17	Ignite Planners, LLC added	Shares	+358	+$1.9M	$25.6M
18	Cooper Financial Group added	Shares	+13.3K	+$1.9M	$19.1M
19	Cooper Capital Advisors LLC added	Shares	+5.1K	+$1.3M	$15.5M
20	STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC added	Shares	+15.7K	+$1.2M	$9.0M
21	Hobart Private Capital, LLC added	Shares	+626	+$1.2M	$15.6M
22	IAMS WEALTH MANAGEMENT, LLC added	Shares	+17.1K	+$1.2M	$8.0M
23	Strategic Blueprint, LLC trimmed	Shares	-1.4K	+$1.1M	$15.2M
24	Intrua Financial, LLC new	Shares	+29.8K	+$1.1M	$1.1M
25	Three Cord True Wealth Management, LLC added	Shares	+14.3K	+$1.1M	$7.6M
26	Centennial Wealth Advisory LLC trimmed	Shares	-9.0K	+$998.2K	$17.2M
27	Southland Equity Partners LLC added	Shares	+21.1K	+$963.4K	$3.3M
28	CARY STREET PARTNERS FINANCIAL LLC added	Shares	+19.1K	+$894.8K	$3.3M
29	Apollon Wealth Management, LLC trimmed	Shares	-2.6K	+$865.1K	$12.6M
30	Madrona Financial Services, LLC added	Shares	+4.7K	+$847.1K	$9.1M
31	Key FInancial Inc trimmed	Shares	-7.9K	+$843.9K	$14.7M
32	LVZ, Inc. added	Shares	+17.7K	+$754.8K	$2.1M
33	PFG Investments, LLC new	Shares	+20.4K	+$743.5K	$743.5K
34	Opus Financial Solutions LLC trimmed	Shares	-135	+$697.1K	$9.3M
35	Trilogy Capital Inc. added	Shares	+11.0K	+$682.4K	$4.1M
36	Compass Financial Services Inc added	Shares	+11.4K	+$589.9K	$2.7M
37	Golden State Wealth Management, LLC trimmed	Shares	-3.8K	+$568.7K	$9.2M
38	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+9.2K	+$565.6K	$3.6M
39	Chris Bulman Inc trimmed	Shares	-2.3K	+$548.8K	$8.3M
40	Smallwood Wealth Investment Management, LLC new	Shares	+14.9K	+$545.9K	$545.9K
41	Cornerstone Wealth Management, LLC added	Shares	+9.8K	+$539.0K	$2.8M
42	FOCUS Wealth Advisors, LLC added	Shares	+873	+$504.5K	$6.3M
43	Solitude Financial Services added	Shares	+3.1K	+$491.5K	$10.6M
44	First Heartland Consultants, Inc. added	Shares	+4.6K	+$477.7K	$4.3M
45	Split Rock Private Trading & Wealth Management, LLC added	Shares	+784	+$476.0K	$6.0M
46	Synergy Asset Management, LLC new	Shares	+13.0K	+$475.9K	$475.9K
47	Encompass More Asset Management added	Shares	+10.4K	+$446.4K	$1.3M
48	Cambridge Advisors Inc. added	Shares	+1.1K	+$425.7K	$5.1M
49	CoreCap Advisors, LLC added	Shares	+6.7K	+$416.5K	$2.5M
50	KPP Advisory Services LLC trimmed	Shares	-3.0K	+$402.5K	$6.7M

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