Filing Research | FIRST TR EXCHANGE-TRADED ALP Institutional Holdings

Snapshot holdings

50 / 60 loaded

#		Instrument	quantity
1	BENJAMIN EDWARDS INC	Shares	113.9KSH	$11.0M
2	Kaydan Wealth Management, Inc.	Shares	86.6KSH	$8.4M
3	Holistic Financial Partners	Shares	78.3KSH	$7.6M
4	COTTONWOOD CAPITAL ADVISORS, LLC	Shares	57.6KSH	$5.6M
5	Prospera Financial Services Inc	Shares	42.5KSH	$4.1M
6	IFP Advisors, Inc	Shares	40.4KSH	$3.9M
7	D.A. DAVIDSON & CO.	Shares	36.0KSH	$3.5M
8	IAMS WEALTH MANAGEMENT, LLC	Shares	28.6KSH	$2.8M
9	Midwest Financial Network, LLC	Shares	17.7KSH	$1.7M
10	HBW ADVISORY SERVICES LLC	Shares	15.5KSH	$1.5M
11	RFG Advisory, LLC	Shares	14.9KSH	$1.4M
12	TCFG Investment Advisors, LLC	Shares	13.3KSH	$1.3M
13	WINEBRENNER CAPITAL MANAGEMENT LLC	Shares	11.7KSH	$1.1M
14	INDEPENDENT FINANCIAL GROUP, LLC	Shares	7.7KSH	$750.1K
15	Blackhawk Capital Partners, LLC	Shares	7.7KSH	$747.9K
16	MEITAV INVESTMENT HOUSE LTD	Shares	7.5KSH	$730.8K
17	Envestnet Portfolio Solutions, Inc.	Shares	7.2KSH	$698.9K
18	NOVEM GROUP	Shares	6.4KSH	$624.2K
19	Independent Wealth Network Inc.	Shares	6.4KSH	$617.0K
20	PFG Advisors	Shares	6.3KSH	$607.0K
21	IFS Group,LLC	Shares	6.2KSH	$601.3K
22	American Institute for Advanced Investment Management, LLP	Shares	5.6KSH	$541.1K
23	Kraft, Davis & Associates, LLC	Shares	5.1KSH	$501.3K
24	VAQUERO PRIVATE WEALTH, LTD	Shares	4.7KSH	$454.7K
25	Apollon Wealth Management, LLC	Shares	4.3KSH	$417.1K
26	KPP Advisory Services LLC	Shares	4.2KSH	$405.2K
27	PRIVATE CLIENT SERVICES, LLC	Shares	3.5KSH	$337.4K
28	ABLE Financial Group, LLC	Shares	3.2KSH	$308.4K
29	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	3.0KSH	$297.2K
30	Aprio Wealth Management, LLC	Shares	2.8KSH	$275.2K
31	NORTHWEST WEALTH MANAGEMENT, LLC	Shares	2.8KSH	$274.4K
32	First Heartland Consultants, Inc.	Shares	2.6KSH	$249.3K
33	AdvisorNet Financial, Inc	Shares	2.5KSH	$244.5K
34	DHJJ Financial Advisors, Ltd.	Shares	2.5KSH	$243.6K
35	Key Client Fiduciary Advisors, LLC	Shares	2.5KSH	$242.0K
36	J.W. COLE ADVISORS, INC.	Shares	2.5KSH	$241.3K
37	Pine Valley Investments Ltd Liability Co	Shares	2.4KSH	$236.2K
38	Sequoia Financial Advisors, LLC	Shares	2.4KSH	$228.5K
39	Bison Wealth, LLC	Shares	2.3KSH	$222.2K
40	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	Shares	2.2KSH	$213.6K
41	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	Shares	2.1KSH	$200.4K
42	Spire Wealth Management	Shares	1.9KSH	$185.3K
43	Nova Wealth Management, Inc.	Shares	1.8KSH	$171.8K
44	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	1.7KSH	$165.1K
45	Farther Finance Advisors, LLC	Shares	1.3KSH	$121.0K
46	Hilltop National Bank	Shares	1.0KSH	$100.4K
47	Golden State Wealth Management, LLC	Shares	898SH	$86.9K
48	GAMMA Investing LLC	Shares	438SH	$42.4K
49	Main Street Group, LTD	Shares	360SH	$34.8K
50	EASTERN BANK	Shares	326SH	$31.6K

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

50 / 63 loaded

#		Instrument
1	BENJAMIN EDWARDS INC added	Shares	+9.1K	+$1.3M	$11.0M
2	First Heartland Consultants, Inc. new	Shares	+2.6K	+$249.3K	$249.3K
3	IAMS WEALTH MANAGEMENT, LLC added	Shares	+1.2K	+$240.2K	$2.8M
4	COTTONWOOD CAPITAL ADVISORS, LLC trimmed	Shares	-250	+$233.0K	$5.6M
5	AdvisorNet Financial, Inc added	Shares	+2.4K	+$227.9K	$244.5K
6	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors new	Shares	+2.2K	+$213.6K	$213.6K
7	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC new	Shares	+2.1K	+$200.4K	$200.4K
8	Kaydan Wealth Management, Inc. trimmed	Shares	-2.2K	+$180.9K	$8.4M
9	Independent Wealth Network Inc. added	Shares	+1.0K	+$121.5K	$617.0K
10	HBW ADVISORY SERVICES LLC added	Shares	+353	+$101.7K	$1.5M
11	Prospera Financial Services Inc trimmed	Shares	-1.3K	+$65.2K	$4.1M
12	TCFG Investment Advisors, LLC trimmed	Shares	-3	+$59.0K	$1.3M
13	NOVEM GROUP added	Shares	+285	+$55.0K	$624.2K
14	IFP Advisors, Inc trimmed	Shares	-1.4K	+$53.4K	$3.9M
15	WINEBRENNER CAPITAL MANAGEMENT LLC trimmed	Shares	-175	+$35.8K	$1.1M
16	MEITAV INVESTMENT HOUSE LTD unchanged	Shares	0	+$33.6K	$730.8K
17	EASTERN BANK new	Shares	+326	+$31.6K	$31.6K
18	D.A. DAVIDSON & CO. trimmed	Shares	-1.4K	+$29.0K	$3.5M
19	IFS Group,LLC trimmed	Shares	-21	+$25.7K	$601.3K
20	Apollon Wealth Management, LLC added	Shares	+58	+$24.5K	$417.1K
21	American Institute for Advanced Investment Management, LLP trimmed	Shares	-30	+$22.1K	$541.1K
22	KPP Advisory Services LLC unchanged	Shares	0	+$18.6K	$405.2K
23	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+90	+$17.1K	$165.1K
24	Envestnet Portfolio Solutions, Inc. trimmed	Shares	-164	+$17.0K	$698.9K
25	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-32	+$14.6K	$297.2K
26	Kraft, Davis & Associates, LLC added	Shares	+3	+$14.1K	$501.3K
27	Aprio Wealth Management, LLC added	Shares	+10	+$13.6K	$275.2K
28	Spire Wealth Management added	Shares	+50	+$13.1K	$185.3K
29	NORTHWEST WEALTH MANAGEMENT, LLC unchanged	Shares	0	+$12.6K	$274.4K
30	Pine Valley Investments Ltd Liability Co added	Shares	+12	+$11.9K	$236.2K
31	PRIVATE CLIENT SERVICES, LLC trimmed	Shares	-43	+$11.5K	$337.4K
32	DHJJ Financial Advisors, Ltd. unchanged	Shares	0	+$11.2K	$243.6K
33	Key Client Fiduciary Advisors, LLC unchanged	Shares	0	+$11.1K	$242.0K
34	Sequoia Financial Advisors, LLC unchanged	Shares	0	+$10.5K	$228.5K
35	Bison Wealth, LLC trimmed	Shares	-47	+$8.0K	$222.2K
36	ABLE Financial Group, LLC trimmed	Shares	-91	+$5.8K	$308.4K
37	Hilltop National Bank unchanged	Shares	0	+$4.6K	$100.4K
38	Golden State Wealth Management, LLC unchanged	Shares	0	+$4.0K	$86.9K
39	Blue Trust, Inc. added	Shares	+33	+$4.0K	$18.4K
40	Quest 10 Wealth Builders, Inc. new	Shares	+25	+$2.4K	$2.4K
41	GAMMA Investing LLC unchanged	Shares	0	+$1.9K	$42.4K
42	Main Street Group, LTD unchanged	Shares	0	+$1.6K	$34.8K
43	HHM Wealth Advisors, LLC new	Shares	+10	+$968	$968
44	CITY HOLDING CO unchanged	Shares	0	+$733	$16.0K
45	SJS Investment Consulting Inc. unchanged	Shares	0	+$222	$4.8K
46	Key FInancial Inc unchanged	Shares	0	+$205	$4.5K
47	CX Institutional trimmed	Shares	-211	-$18	$25
48	PARK AVENUE SECURITIES LLC trimmed	Shares	-1.4K	-$36	$2.0K
49	CoreCap Advisors, LLC trimmed	Shares	-11	-$335	$14.8K
50	Nova Wealth Management, Inc. trimmed	Shares	-110	-$2.3K	$171.8K

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