Filing Research | FIRST TR EXCHNG TRADED FD VI Institutional Holdings

Snapshot holdings

33 / 33 loaded

#		Instrument	quantity
1	WINNACLE WEALTH LLC	Shares	109.9KSH	$5.2M
2	LifeWealth Investments, LLC	Shares	55.8KSH	$2.6M
3	Ignite Planners, LLC	Shares	38.3KSH	$1.8M
4	Prospera Financial Services Inc	Shares	27.2KSH	$1.3M
5	CARY STREET PARTNERS FINANCIAL LLC	Shares	25.4KSH	$1.2M
6	J.W. COLE ADVISORS, INC.	Shares	23.1KSH	$1.1M
7	Nova Wealth Management, Inc.	Shares	17.2KSH	$818.1K
8	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	Shares	15.5KSH	$733.2K
9	Onyx Bridge Wealth Group LLC	Shares	15.0KSH	$712.2K
10	PRECEDENT WEALTH PARTNERS, LLC	Shares	14.8KSH	$702.8K
11	First Heartland Consultants, Inc.	Shares	13.4KSH	$636.5K
12	RFG Advisory, LLC	Shares	12.8KSH	$608.8K
13	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	11.8KSH	$563.2K
14	Accel Wealth Management	Shares	11.1KSH	$527.4K
15	LEGACY SOLUTIONS, LLC	Shares	11.1KSH	$526.1K
16	Wealth Group Ltd	Shares	11.0KSH	$519.7K
17	Foguth Wealth Management, LLC.	Shares	10.0KSH	$475.0K
18	Financial Guidance Group, Inc.	Shares	9.9KSH	$469.7K
19	Apollon Wealth Management, LLC	Shares	9.2KSH	$434.1K
20	CASCADE INVESTMENT GROUP, INC.	Shares	9.0KSH	$426.4K
21	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	Shares	9.0KSH	$425.6K
22	IFP Advisors, Inc	Shares	8.2KSH	$387.8K
23	Ritter Daniher Financial Advisory LLC / DE	Shares	7.3KSH	$348.7K
24	EVOLUTION WEALTH MANAGEMENT INC.	Shares	6.3KSH	$300.8K
25	Farther Finance Advisors, LLC	Shares	6.2KSH	$295.7K
26	TCFG Investment Advisors, LLC	Shares	5.9KSH	$278.9K
27	HERITAGE OAK WEALTH ADVISORS LLC	Shares	5.7KSH	$268.8K
28	Ferguson Shapiro LLC	Shares	4.5KSH	$213.8K
29	SOA Wealth Advisors, LLC.	Shares	2.5KSH	$119.1K
30	DHJJ Financial Advisors, Ltd.	Shares	1.7KSH	$80.2K
31	Capital Investment Advisory Services, LLC	Shares	1.5KSH	$72.6K
32	CoreCap Advisors, LLC	Shares	1.2KSH	$55.9K
33	LANARK FINANCIAL, INC.	Shares	606SH	$28.7K

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

36 / 36 loaded

#		Instrument
1	J.W. COLE ADVISORS, INC. new	Shares	+23.1K	+$1.1M	$1.1M
2	WINNACLE WEALTH LLC trimmed	Shares	-3.7K	+$218.9K	$5.2M
3	Ferguson Shapiro LLC new	Shares	+4.5K	+$213.8K	$213.8K
4	LifeWealth Investments, LLC trimmed	Shares	-596	+$168.1K	$2.6M
5	Ignite Planners, LLC unchanged	Shares	0	+$133.2K	$1.8M
6	Farther Finance Advisors, LLC added	Shares	+2.6K	+$133.0K	$295.7K
7	RFG Advisory, LLC added	Shares	+1.0K	+$90.4K	$608.8K
8	Prospera Financial Services Inc trimmed	Shares	-210	+$85.4K	$1.3M
9	Nova Wealth Management, Inc. trimmed	Shares	-117	+$54.8K	$818.1K
10	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors unchanged	Shares	0	+$53.8K	$733.2K
11	Onyx Bridge Wealth Group LLC unchanged	Shares	0	+$52.2K	$712.2K
12	PRECEDENT WEALTH PARTNERS, LLC unchanged	Shares	0	+$51.5K	$702.8K
13	First Heartland Consultants, Inc. unchanged	Shares	0	+$46.7K	$636.5K
14	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-50	+$39.8K	$563.2K
15	LEGACY SOLUTIONS, LLC unchanged	Shares	0	+$38.6K	$526.1K
16	Financial Guidance Group, Inc. unchanged	Shares	0	+$34.4K	$469.7K
17	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC unchanged	Shares	0	+$31.2K	$425.6K
18	IFP Advisors, Inc unchanged	Shares	0	+$28.4K	$387.8K
19	CASCADE INVESTMENT GROUP, INC. trimmed	Shares	-153	+$24.5K	$426.4K
20	Ritter Daniher Financial Advisory LLC / DE trimmed	Shares	-75	+$22.3K	$348.7K
21	HERITAGE OAK WEALTH ADVISORS LLC unchanged	Shares	0	+$19.7K	$268.8K
22	TCFG Investment Advisors, LLC trimmed	Shares	-110	+$15.6K	$278.9K
23	EVOLUTION WEALTH MANAGEMENT INC. trimmed	Shares	-299	+$8.9K	$300.8K
24	SOA Wealth Advisors, LLC. unchanged	Shares	0	+$8.7K	$119.1K
25	Accel Wealth Management trimmed	Shares	-691	+$8.3K	$527.4K
26	Apollon Wealth Management, LLC trimmed	Shares	-584	+$6.2K	$434.1K
27	DHJJ Financial Advisors, Ltd. unchanged	Shares	0	+$5.9K	$80.2K
28	Capital Investment Advisory Services, LLC added	Shares	+7	+$5.6K	$72.6K
29	Wealth Group Ltd trimmed	Shares	-800	+$2.9K	$519.7K
30	CoreCap Advisors, LLC trimmed	Shares	-34	+$2.6K	$55.9K
31	Foguth Wealth Management, LLC. trimmed	Shares	-12	+$1.7K	$475.0K
32	First Pacific Financial exited	Shares	-230	-$10.1K	$0
33	LANARK FINANCIAL, INC. trimmed	Shares	-1.3K	-$56.9K	$28.7K
34	CARY STREET PARTNERS FINANCIAL LLC trimmed	Shares	-3.8K	-$77.0K	$1.2M
35	Cottage Street Advisors LLC exited	Shares	-4.7K	-$206.8K	$0
36	Maltin Wealth Management, Inc. exited	Shares	-6.8K	-$300.3K	$0