Filing Research | FIRST TR EXCHNG TRADED FD VI Institutional Holdings

Snapshot holdings

33 / 33 loaded

#		Instrument	quantity
1	Brookstone Capital Management	Shares	291.9KSH	$13.3M
2	PRECEDENT WEALTH PARTNERS, LLC	Shares	122.2KSH	$5.6M
3	IFP Advisors, Inc	Shares	91.4KSH	$4.2M
4	Commonwealth Financial Services, LLC	Shares	64.3KSH	$2.9M
5	BEACON FINANCIAL GROUP	Shares	62.7KSH	$2.9M
6	Strategic Blueprint, LLC	Shares	41.6KSH	$1.9M
7	Apollon Wealth Management, LLC	Shares	36.4KSH	$1.7M
8	Comprehensive Financial Consultants Institutional, Inc.	Shares	32.3KSH	$1.5M
9	Falcon Wealth Planning	Shares	23.4KSH	$1.1M
10	LifeWealth Investments, LLC	Shares	13.6KSH	$617.8K
11	RFG Advisory, LLC	Shares	13.4KSH	$609.3K
12	Camelot Portfolios, LLC	Shares	12.4KSH	$564.5K
13	EVOLUTION WEALTH MANAGEMENT INC.	Shares	11.5KSH	$522.3K
14	Farther Finance Advisors, LLC	Shares	10.8KSH	$493.7K
15	ACT Advisors, LLC.	Shares	10.6KSH	$483.4K
16	Ignite Planners, LLC	Shares	9.9KSH	$450.9K
17	Nova Wealth Management, Inc.	Shares	9.6KSH	$438.8K
18	Cottage Street Advisors LLC	Shares	9.4KSH	$429.3K
19	Castleview Partners, LLC	Shares	8.5KSH	$387.2K
20	Sowell Financial Services LLC	Shares	7.4KSH	$337.6K
21	Santori & Peters, Inc.	Shares	7.1KSH	$324.9K
22	WETZEL INVESTMENT ADVISORS, INC.	Shares	7.0KSH	$318.0K
23	CASCADE INVESTMENT GROUP, INC.	Shares	6.8KSH	$308.2K
24	WINNACLE WEALTH LLC	Shares	5.7KSH	$258.7K
25	LexAurum Advisors, LLC	Shares	5.6KSH	$256.4K
26	LVZ, Inc.	Shares	5.4KSH	$243.6K
27	RiverTree Advisors, LLC	Shares	5.2KSH	$234.9K
28	LANARK FINANCIAL, INC.	Shares	2.4KSH	$109.9K
29	DHJJ Financial Advisors, Ltd.	Shares	1.6KSH	$75.1K
30	CoreCap Advisors, LLC	Shares	1.2KSH	$55.8K
31	Capital Investment Advisory Services, LLC	Shares	1.2KSH	$55.0K
32	SOA Wealth Advisors, LLC.	Shares	1.2KSH	$53.1K
33	PARK AVENUE SECURITIES LLC	Shares	6.1KSH	$279

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

38 / 38 loaded

#		Instrument
1	Apollon Wealth Management, LLC added	Shares	+8.2K	+$457.4K	$1.7M
2	Strategic Blueprint, LLC added	Shares	+5.7K	+$368.7K	$1.9M
3	IFP Advisors, Inc added	Shares	+315	+$287.0K	$4.2M
4	PRECEDENT WEALTH PARTNERS, LLC trimmed	Shares	-2.2K	+$272.7K	$5.6M
5	Farther Finance Advisors, LLC added	Shares	+3.8K	+$194.0K	$493.7K
6	RFG Advisory, LLC added	Shares	+1.1K	+$87.4K	$609.3K
7	Falcon Wealth Planning unchanged	Shares	0	+$70.0K	$1.1M
8	Camelot Portfolios, LLC unchanged	Shares	0	+$37.1K	$564.5K
9	EVOLUTION WEALTH MANAGEMENT INC. trimmed	Shares	-6	+$34.1K	$522.3K
10	LifeWealth Investments, LLC trimmed	Shares	-198	+$32.2K	$617.8K
11	ACT Advisors, LLC. unchanged	Shares	0	+$31.8K	$483.4K
12	Castleview Partners, LLC trimmed	Shares	-1	+$25.4K	$387.2K
13	LexAurum Advisors, LLC added	Shares	+183	+$24.6K	$256.4K
14	Santori & Peters, Inc. unchanged	Shares	0	+$21.4K	$324.9K
15	CASCADE INVESTMENT GROUP, INC. trimmed	Shares	-52	+$18.1K	$308.2K
16	Nova Wealth Management, Inc. trimmed	Shares	-262	+$17.7K	$438.8K
17	WETZEL INVESTMENT ADVISORS, INC. trimmed	Shares	-100	+$16.7K	$318.0K
18	LVZ, Inc. unchanged	Shares	0	+$16.0K	$243.6K
19	RiverTree Advisors, LLC unchanged	Shares	0	+$15.4K	$234.9K
20	Ignite Planners, LLC trimmed	Shares	-465	+$9.9K	$450.9K
21	DHJJ Financial Advisors, Ltd. unchanged	Shares	0	+$4.9K	$75.1K
22	Capital Investment Advisory Services, LLC added	Shares	+7	+$3.9K	$55.0K
23	CoreCap Advisors, LLC trimmed	Shares	-37	+$2.1K	$55.8K
24	LANARK FINANCIAL, INC. trimmed	Shares	-132	+$1.6K	$109.9K
25	PARK AVENUE SECURITIES LLC trimmed	Shares	-2.6K	-$91	$279
26	Spire Wealth Management exited	Shares	-130	-$5.5K	$0
27	SOA Wealth Advisors, LLC. trimmed	Shares	-258	-$7.5K	$53.1K
28	WINNACLE WEALTH LLC trimmed	Shares	-839	-$18.7K	$258.7K
29	Sowell Financial Services LLC trimmed	Shares	-1.2K	-$28.8K	$337.6K
30	Sound Income Strategies, LLC exited	Shares	-1.1K	-$46.0K	$0
31	Cottage Street Advisors LLC trimmed	Shares	-2.2K	-$65.0K	$429.3K
32	BEACON FINANCIAL GROUP trimmed	Shares	-6.1K	-$70.0K	$2.9M
33	Comprehensive Financial Consultants Institutional, Inc. trimmed	Shares	-4.6K	-$100.5K	$1.5M
34	Commonwealth Financial Services, LLC trimmed	Shares	-7.2K	-$113.5K	$2.9M
35	Patriot Financial Group Insurance Agency, LLC exited	Shares	-5.2K	-$222.4K	$0
36	Sage Capital Advisors,llc exited	Shares	-5.2K	-$222.7K	$0
37	PFG Advisors exited	Shares	-5.4K	-$230.7K	$0
38	Brookstone Capital Management trimmed	Shares	-32.1K	-$490.2K	$13.3M