First Trust Capital StrengthFTCSETF
13F holders, Q3 2024 (September 30)500holders +29
57new positions
29sold out
3famous investors
$90.79avg. 13F price*
At the end of Q3 2024, 500 institutions reported holding First Trust Capital Strength (FTCS) in their 13F filings, up 29 from Q2 2024. 57 opened new positions and 29 sold out. The largest holders were LPL Financial LLC ($669.5M), Morgan Stanley ($581.7M) and Wells Fargo & Company ($321.5M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- First Trust Capital Strength
- CUSIP
- 33733E104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 57 | $63.3M |
| Exits | 29 | $154.9M |
All 13F filers, Q2 2024 → Q3 2024: 1,721,322 shares bought and 5,498,125 shares sold, net −3,776,803 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 500 holders
| LPL Financial LLC | 0.30% | Reduce -2.5% | 7,373,549 | $669.5M |
| Morgan Stanley | 0.04% | Reduce -4.2% | 6,406,446 | $581.7M |
| Wells Fargo & Company | 0.08% | Reduce -3.3% | 3,541,265 | $321.5M |
| Raymond James Financial Services Advisors, Inc. | 0.40% | Reduce -3.5% | 3,288,921 | $298.6M |
| Raymond James & Associates | 0.14% | Reduce -1.0% | 2,612,571 | $237.2M |
| Bank of America Corp. | 0.01% | Reduce -4.2% | 1,733,337 | $157.4M |
| UBS Group AG | 0.04% | Add +0.8% | 1,604,408 | $145.7M |
| Commonwealth Equity Services, LLC | 0.21% | Reduce -8.0% | 1,540,028 | $139.8M |
| Envestnet Asset Management Inc. | 0.04% | Reduce -0.8% | 1,496,226 | $135.9M |
| Royal Bank of Canada | 0.03% | Reduce -3.6% | 1,402,828 | $127.4M |
| Osaic Holdings, Inc. | 0.26% | Reduce -6.8% | 1,284,098 | $116.6M |
| Private Advisor Group, LLC | 0.62% | Reduce -10.2% | 1,094,212 | $99.4M |
| Ameriprise Financial Inc. | 0.02% | Reduce -7.1% | 1,055,233 | $95.9M |
| Cambridge Investment Research Advisors, Inc. | 0.32% | Reduce -3.1% | 1,049,603 | $95.3M |
| Stifel Financial Corp. | 0.08% | Reduce -3.8% | 879,836 | $79.9M |
| Truist Financial Corp. | 0.10% | Add +4.1% | 695,637 | $63.2M |
| Harbour Investments, Inc. | 1.70% | Add +3.1% | 622,696 | $56.5M |
| Baird Financial Group, Inc. | 0.10% | Reduce -14.8% | 571,892 | $51.9M |
| Park National Corp. | 1.52% | Reduce -0.3% | 478,795 | $43.5M |
| MML Investors Services, LLC | 0.15% | Add +1.1% | 445,457 | $40.4M |
| Silver Oak Securities, Incorporated | 4.08% | Add +1.4% | 426,587 | $38.6M |
| Kestra Advisory Services, LLC | 0.21% | Reduce -14.5% | 418,322 | $38.0M |
| American Financial Advisors, LLC | 4.85% | Reduce -2.3% | 391,190 | $35.5M |
| Stratos Wealth Partners, LTD. | 0.48% | Reduce -1.8% | 360,062 | $32.7M |
| Concurrent Investment Advisors, LLC | 0.94% | Add +18.8% | 348,993 | $31.7M |
| IFG Advisory, LLC | 1.97% | Reduce -3.3% | 341,223 | $31.0M |
| D.A. Davidson & Co. | 0.25% | Reduce -0.3% | 335,826 | $30.5M |
| Archer Investment Corp | 7.42% | Add +3.2% | 303,808 | $27.6M |
| Atria Wealth Solutions, Inc. | 0.29% | Reduce -1.1% | 297,911 | $27.1M |
| Janney Montgomery Scott LLC | 0.07% | Add +0.1% | 278,387 | $25.3M |
| Prospera Financial Services Inc | 0.64% | Reduce -9.7% | 276,765 | $25.2M |
| Randall & Associates Wealth Management | 20.36% | Add +3.1% | 273,820 | $24.9M |
| Gratus Wealth Advisors, LLC | 4.02% | Add +3.0% | 275,131 | $24.6M |
| Avantax Advisory Services, Inc. | 0.15% | Reduce -8.7% | 259,944 | $23.6M |
| Regal Investment Advisors LLC | 1.47% | Add +2.4% | 231,143 | $21.0M |
| Benjamin Edwards Inc. | 0.28% | Add +2428.0% | 215,459 | $19.6M |
| Heck Capital Advisors, LLC | 2.22% | Reduce -3.0% | 212,389 | $19.3M |
| HBK Sorce Advisory LLC | 0.58% | Reduce -2.6% | 209,540 | $19.0M |
| Scarborough Advisors, LLC | 3.06% | Add +3.0% | 208,653 | $18.9M |
| Vestmark Advisory Solutions, Inc. | 0.69% | Reduce -1.4% | 204,442 | $18.6M |
| Ergawealth Advisors, Inc. | 9.19% | Add +1.1% | 204,080 | $18.5M |
| ABLE Financial Group, LLC | 5.54% | Reduce -6.5% | 197,468 | $17.9M |
| Kestra Private Wealth Services, LLC | 0.31% | Reduce -1.9% | 188,461 | $17.1M |
| Mariner, LLC | 0.03% | Reduce -6.5% | 186,472 | $16.9M |
| Sargent Investment Group, LLC | 2.76% | Add +16.0% | 169,228 | $15.4M |
| Valmark Advisers, Inc. | 0.24% | Add +2.3% | 168,656 | $15.3M |
| Rockefeller Capital Management L.P. | 0.04% | Add +1.0% | 164,155 | $14.9M |
| Western Wealth Management, LLC | 0.84% | Reduce -13.6% | 161,366 | $14.7M |
| Walkner Condon Financial Advisors LLC | 2.89% | Reduce -2.9% | 156,086 | $14.2M |
| Goldman Sachs Group Inc. | 0.00% | Add +38.1% | 153,550 | $13.9M |
| Oppenheimer & Co. Inc. | 0.20% | Add +2.6% | 146,333 | $13.3M |
| Great Valley Advisor Group, Inc. | 0.32% | Add +29.6% | 142,170 | $12.9M |
| Jones Financial Companies LLLP | 0.01% | Add +140.6% | 138,634 | $12.6M |
| Strategic Planning Group, LLC | 2.46% | Add +4.2% | 137,270 | $12.5M |
| tru Independence LLC | 3.61% | Add +8.8% | 135,792 | $12.3M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +12.3% | 134,624 | $12.2M |
| Investors Research Corp | 2.56% | Add +7.4% | 128,850 | $11.7M |
| NewEdge Advisors, LLC | 0.08% | Reduce -3.5% | 128,728 | $11.7M |
| PNC Financial Services Group, Inc. | 0.01% | Add +2.4% | 128,452 | $11.7M |
| Bank Hapoalim BM | 1.80% | No change | 125,000 | $11.3M |
| AE Wealth Management LLC | 0.10% | Add +22.2% | 124,976 | $11.3M |
| Cedrus LLC | 4.07% | Add +13.9% | 121,070 | $11.0M |
| Ameritas Advisory Services, LLC | 0.47% | Add +30.8% | 118,760 | $10.8M |
| RiverTree Advisors, LLC | 7.13% | Reduce -7.4% | 115,721 | $10.5M |
| PFG Advisors | 0.65% | Reduce -7.1% | 113,818 | $10.3M |
| Integrated Wealth Concepts LLC | 0.13% | Reduce -10.8% | 113,716 | $10.3M |
| Assetmark, Inc. | 0.03% | Add +12.3% | 113,486 | $10.3M |
| Nilsine Partners, LLC | 1.30% | Add +1.0% | 110,557 | $10.0M |
| HighTower Advisors, LLC | 0.01% | Reduce -0.1% | 110,340 | $10.0M |
| First Horizon Advisors, Inc. | 0.27% | Reduce -11.1% | 108,618 | $9.9M |
| Arkadios Wealth Advisors | 0.56% | Add +14.6% | 108,458 | $9.8M |
| TD Capital Management LLC | 0.96% | Reduce -1.2% | 105,294 | $9.6M |
| Holistic Financial Partners | 4.46% | New | 102,165 | $9.3M |
| Gateway Wealth Partners, LLC | 2.48% | Reduce -3.4% | 99,180 | $9.0M |
| Steward Partners Investment Advisory, LLC | 0.08% | Add +4.6% | 97,812 | $8.9M |
| StoneX Group Inc. | 0.62% | Reduce -3.0% | 93,476 | $8.5M |
| Equitable Holdings, Inc. | 0.08% | Add +2.6% | 89,387 | $8.1M |
| Concentrum Wealth Management | 3.13% | Add +1.9% | 88,476 | $8.0M |
| Sigma Planning Corp | 0.24% | Reduce -29.7% | 87,771 | $8.0M |
| Southland Equity Partners LLC | 1.88% | Add +8.4% | 85,110 | $7.7M |
| Kingsview Wealth Management, LLC | 0.16% | Add +0.8% | 84,504 | $7.7M |
| GeoWealth Management, LLC | 0.27% | Add +674.9% | 83,255 | $7.6M |
| KPP Advisory Services LLC | 1.79% | Reduce -21.4% | 81,933 | $7.4M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Reduce -8.6% | 79,081 | $7.2M |
| GPS Wealth Strategies Group, LLC | 0.95% | Add +34.0% | 78,545 | $7.1M |
| PCG Wealth Advisors, LLC | 2.68% | Reduce -5.0% | 76,669 | $7.0M |
| Coppell Advisory Solutions LLC | 1.02% | Reduce -1.3% | 76,159 | $6.9M |
| IHT Wealth Management, LLC | 0.19% | Add +21.5% | 75,144 | $6.8M |
| Snowden Capital Advisors LLC | 0.20% | Add +22.5% | 74,407 | $6.8M |
| Bank of New York Mellon Corp | 0.00% | Reduce -8.4% | 73,102 | $6.6M |
| Lanark Financial, Inc. | 0.56% | Reduce -6.6% | 72,908 | $6.6M |
| Stephens Inc. | 0.09% | Add +0.8% | 72,532 | $6.6M |
| Plotkin Financial Advisors, LLC | 3.93% | Reduce -0.9% | 72,343 | $6.6M |
| Elevation Capital Advisory, LLC | 2.88% | New | 71,929 | $6.5M |
| Good Life Advisors, LLC | 0.39% | Reduce -7.6% | 70,356 | $6.4M |
| FSB Premier Wealth Management, Inc. | 2.60% | Reduce -25.2% | 69,786 | $6.3M |
| OneDigital Investment Advisors LLC | 0.07% | Reduce -0.9% | 68,926 | $6.3M |
| Kingswood Wealth Advisors, LLC | 0.45% | Add +60.9% | 68,966 | $6.3M |
| Shelton Wealth Management, LLC | 3.46% | Reduce -11.5% | 67,135 | $6.1M |
| Foundations Investment Advisors, LLC | 0.13% | Reduce -2.5% | 67,054 | $6.1M |
| IFP Advisors, Inc | 0.21% | Reduce -2.5% | 63,142 | $5.7M |
| Bernardo Wealth Planning LLC | 1.36% | Reduce -6.3% | 60,707 | $5.6M |
| Key Client Fiduciary Advisors, LLC | 2.54% | Reduce -2.5% | 61,410 | $5.6M |
| Citigroup Inc. | 0.01% | Add +13.7% | 60,712 | $5.5M |
| MAI Capital Management | 0.05% | Reduce -3.0% | 58,934 | $5.4M |
| Fifth Third Securities, Inc. | 0.50% | Reduce -23.1% | 58,038 | $5.3M |
| &partners | 0.10% | Add +13.1% | 57,352 | $5.2M |
| DHJJ Financial Advisors, Ltd. | 2.03% | Reduce -12.0% | 56,453 | $5.1M |
| World Investment Advisors | 0.16% | Add +66.3% | 56,413 | $5.1M |
| Purus Wealth Management, LLC | 2.15% | Reduce -0.8% | 55,975 | $5.1M |
| Citadel Advisors | 0.01% | New | 55,803 | $5.1M |
| Tradition Wealth Management, LLC | 0.43% | Add +0.1% | 53,300 | $4.8M |
| Independent Financial Group, LLC | 0.18% | Add +2.6% | 53,157 | $4.8M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -6.6% | 52,017 | $4.7M |
| Perennial Investment Advisors, LLC | 0.61% | Reduce -19.6% | 51,949 | $4.7M |
| Nations Financial Group Inc, /Ia/ | 0.34% | Add +3.0% | 51,749 | $4.7M |
| Jane Street Group, LLC | 0.01% | Add +18.0% | 51,681 | $4.7M |
| Avior Wealth Management, LLC | 0.18% | Reduce -2.7% | 50,228 | $4.6M |
| Roman Butler Fullerton & Co. | 1.36% | Add +1.7% | 48,896 | $4.5M |
| Y.D. More Investments Ltd | 0.47% | Add +7.3% | 49,595 | $4.5M |
| Dagco, Inc. | 1.83% | New | 49,207 | $4.5M |
| Fermata Advisors, LLC | 0.91% | Reduce -2.7% | 49,157 | $4.5M |
| ORBA Wealth Advisors, L.L.C. | 2.22% | Reduce -9.3% | 48,388 | $4.4M |
| Kaydan Wealth Management, Inc. | 1.30% | Add +1.8% | 48,343 | $4.4M |
| Paragon Private Wealth Management, LLC | 2.17% | Reduce -1.4% | 48,176 | $4.4M |
| Dynamic Advisor Solutions LLC | 0.13% | Reduce -6.0% | 47,999 | $4.4M |
| Fsa Wealth Partners, Inc. | 1.04% | New | 47,472 | $4.3M |
| Boyce & Associates Wealth Consulting, Inc. | 4.47% | Add +1.7% | 47,364 | $4.3M |
| Waterloo Capital, L.P. | 0.47% | Reduce -10.0% | 47,196 | $4.3M |
| Secure Asset Management, LLC | 0.72% | Add +3.1% | 46,960 | $4.3M |
| Raymond James Trust N.A. | 0.09% | Add +0.5% | 46,788 | $4.2M |
| Barrett & Company, Inc. | 1.83% | Add +2.1% | 46,570 | $4.2M |
| Signature Estate & Investment Advisors LLC | 0.10% | Reduce -8.3% | 46,498 | $4.2M |
| Triumph Capital Management | 1.50% | Reduce -3.9% | 46,358 | $4.2M |
| Lokken Investment Group LLC | 1.73% | Add +0.7% | 45,647 | $4.1M |
| Aptus Capital Advisors, LLC | 0.06% | Reduce -0.4% | 45,422 | $4.1M |
| Principal Securities, Inc. | 0.10% | Add +1.9% | 45,042 | $4.1M |
| Atlas Wealth LLC | 2.57% | New | 44,368 | $4.0M |
| Wetzel Investment Advisors, Inc. | 2.03% | Reduce -5.9% | 44,345 | $4.0M |
| GTS Securities LLC | 0.08% | Reduce -49.1% | 43,373 | $3.9M |
| Guardian Wealth Advisors, LLC / NC | 0.42% | Reduce -1.5% | 43,210 | $3.9M |
| Strategic Blueprint, LLC | 0.23% | Reduce -33.8% | 40,815 | $3.7M |
| Waterfront Wealth Inc. | 0.90% | Add +5.6% | 40,798 | $3.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -93.3% | 40,027 | $3.6M |
| Essex Financial Services, Inc. | 0.26% | Reduce -3.2% | 39,553 | $3.6M |
| Cwm, LLC | 0.02% | Reduce -3.3% | 39,288 | $3.6M |
| Financial Advocates Investment Management | 0.20% | Reduce -0.4% | 38,793 | $3.5M |
| Intrua Financial, LLC | 0.56% | Reduce -31.3% | 37,791 | $3.4M |
| J.W. Cole Advisors, Inc. | 0.14% | Add +0.7% | 37,066 | $3.4M |
| Iams Wealth Management, LLC | 1.64% | Add +9.3% | 36,874 | $3.3M |
| Pine Valley Investments Ltd Liability Co | 0.23% | New | 36,488 | $3.3M |
| Comerica Bank | 0.01% | Reduce -1.5% | 36,456 | $3.3M |
| Clear Creek Financial Management, LLC | 0.37% | Add +1.1% | 36,170 | $3.3M |
| Perissos Private Wealth Management, LLC | 2.60% | Reduce -0.5% | 35,707 | $3.2M |
| Ausdal Financial Partners, Inc. | 0.34% | Reduce -70.5% | 35,641 | $3.2M |
| Visionary Wealth Advisors | 0.19% | Add +1.1% | 34,947 | $3.2M |
| Kowal Investment Group, LLC | 0.58% | Reduce -94.3% | 34,716 | $3.2M |
| International Assets Investment Management, LLC | 0.25% | Reduce -3.7% | 34,412 | $3.1M |
| Creative Planning | 0.00% | Add +1.4% | 33,546 | $3.0M |
| ERn Financial, LLC | 0.46% | Reduce -2.3% | 33,046 | $3.0M |
| Global Retirement Partners, LLC | 0.09% | Add +2.2% | 32,885 | $3.0M |
| Susquehanna International Group, LLP | 0.01% | Add +12.9% | 32,229 | $2.9M |
| TCFG Wealth Management, LLC | 1.47% | — | 32,087 | $2.9M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +12.7% | 32,011 | $2.9M |
| Orion Portfolio Solutions, LLC | 0.03% | Add +12.7% | 32,011 | $2.9M |
| Cozad Asset Management Inc. | 0.28% | Reduce -5.3% | 32,009 | $2.9M |
| Cornerstone Wealth Management, LLC | 0.20% | Reduce -4.0% | 31,865 | $2.9M |
| Geneos Wealth Management Inc. | 0.11% | Reduce -0.7% | 31,622 | $2.9M |
| 1776 Wealth LLC | 1.26% | Reduce -5.7% | 30,673 | $2.8M |
| Delos Wealth Advisors, LLC | 2.43% | Add +6.5% | 30,606 | $2.8M |
| Synovus Financial Corp. | 0.03% | Add +4.8% | 29,907 | $2.7M |
| Truvestments Capital LLC | 0.73% | New | 29,886 | $2.7M |
| Gladstone Institutional Advisory LLC | 0.13% | Reduce -0.4% | 29,753 | $2.7M |
| Daymark Wealth Partners, LLC | 0.11% | Add +8.3% | 29,311 | $2.7M |
| Cambridge Advisors Inc. | 0.57% | Reduce -3.2% | 28,492 | $2.6M |
| Strategy Asset Managers LLC | 0.48% | Reduce -5.8% | 27,698 | $2.5M |
| Pinnacle Family Advisors, LLC | 1.29% | Add +52.0% | 27,366 | $2.5M |
| Darwin Wealth Management, LLC | 0.67% | New | 26,999 | $2.5M |
| Moloney Securities Asset Management, LLC | 0.32% | Reduce -1.7% | 26,298 | $2.4M |
| Maxwell Wealth Strategies Inc. | 1.01% | Reduce -54.0% | 26,496 | $2.4M |
| Jaffetilchin Investment Partners, LLC | 0.18% | Add +0.4% | 25,820 | $2.3M |
| DeDora Capital, Inc. | 0.64% | New | 25,173 | $2.3M |
| ForthRight Wealth Management, LLC | 0.76% | Reduce -17.4% | 25,079 | $2.3M |
| Advisory Services Network, LLC | 0.05% | No change | 26,785 | $2.3M |
| Apollon Wealth Management, LLC | 0.06% | Reduce -11.0% | 24,572 | $2.2M |
| BlueChip Wealth Advisors LLC | 1.16% | Reduce -17.2% | 24,487 | $2.2M |
| Quad-Cities Investment Group, LLC | 1.12% | Reduce -1.9% | 24,449 | $2.2M |
| Park Avenue Securities LLC | 0.02% | Reduce -6.5% | 23,983 | $2.2M |
| Beck Bode, LLC | 0.41% | Reduce -26.3% | 23,748 | $2.2M |
| Rehmann Capital Advisory Group | 0.14% | Add +1.2% | 23,547 | $2.1M |
| RFG Advisory, LLC | 0.06% | Add +1.1% | 23,358 | $2.1M |
| SignalPoint Asset Management, LLC | 0.49% | Reduce -24.2% | 23,098 | $2.1M |
| Trueblood Wealth Management, LLC | 1.03% | Add +11.0% | 22,626 | $2.1M |
| Cottonwood Capital Advisors, LLC | 1.48% | New | 22,217 | $2.0M |
| Capital Investment Advisory Services, LLC | 0.19% | Add +2.9% | 22,210 | $2.0M |
| Mgo One Seven LLC | 0.09% | Reduce -6.8% | 21,913 | $2.0M |
| FMR LLC | 0.00% | Add +19.4% | 21,619 | $2.0M |
| Kapstone Financial Advisors LLC | 1.18% | Reduce -0.2% | 21,539 | $2.0M |
| Moneywise, Inc. | 0.95% | Reduce -29.2% | 21,214 | $1.9M |
| Twin Peaks Wealth Advisors, LLC | 0.88% | Reduce -12.5% | 20,943 | $1.9M |
| NewEdge Wealth, LLC | 0.03% | New | 20,283 | $1.8M |
| Wedbush Securities Inc. | 0.07% | Add +12.2% | 20,259 | $1.8M |
| Confluence Wealth Services, Inc. | 0.13% | Reduce -19.0% | 20,185 | $1.8M |
| Prosperity Consulting Group, LLC | 0.14% | New | 20,074 | $1.8M |
| Mutual Advisors, LLC | 0.05% | Reduce -0.6% | 19,294 | $1.7M |
| Beacon Pointe Advisors, LLC | 0.02% | Reduce -2.9% | 19,223 | $1.7M |
| HFG Advisors, Inc. | 1.54% | Reduce -0.6% | 19,092 | $1.7M |
| Onyx Bridge Wealth Group LLC | 0.26% | Reduce -2.6% | 18,776 | $1.7M |
| Peak Planning Group, LLC | 0.74% | Reduce -0.5% | 18,671 | $1.7M |
| Cherry Creek Investment Advisors, Inc. | 0.87% | Add +0.8% | 18,644 | $1.7M |
| WCG Wealth Advisors LLC | 0.11% | Reduce -6.0% | 18,533 | $1.7M |
| Creative Financial Designs Inc. | 0.14% | Reduce -16.0% | 18,174 | $1.7M |
| Beacon Financial Advisory LLC | 0.55% | Reduce -16.5% | 17,934 | $1.6M |
| Sequent Planning LLC | 0.55% | Add +2.6% | 17,630 | $1.6M |
| Capital Analysts, LLC | 0.07% | Add +30.5% | 17,574 | $1.6M |
| Bison Wealth, LLC | 0.25% | Reduce -27.9% | 17,563 | $1.6M |
| Arax Advisory Partners | 0.14% | Add +0.9% | 17,251 | $1.6M |
| Ashton Thomas Private Wealth, LLC | 0.08% | Reduce -5.9% | 17,019 | $1.5M |
| Stonebridge Financial Planning Group, LLC | 0.72% | Reduce -11.1% | 16,726 | $1.5M |
| Integrity Financial Corp | 0.89% | Reduce -13.7% | 16,701 | $1.5M |
| First PREMIER Bank | 0.38% | Reduce -0.4% | 16,699 | $1.5M |
| Beacon Financial Group | 0.16% | No change | 16,650 | $1.5M |
| Whitaker-Myers Wealth Managers, LTD. | 0.50% | Reduce -0.8% | 16,492 | $1.5M |
| WASHINGTON TRUST Co | 0.05% | No change | 16,148 | $1.5M |
| Flow Traders U.S. LLC | 0.07% | Add +35.3% | 15,745 | $1.4M |
| Keystone Wealth Services, LLC | 0.38% | Reduce -4.0% | 15,203 | $1.4M |
| Summit Financial, LLC | 0.05% | No change | 14,952 | $1.4M |
| Axxcess Wealth Management, LLC | 0.03% | Reduce -10.8% | 14,895 | $1.4M |
| Renaissance Technologies | 0.00% | Add +476.0% | 14,400 | $1.3M |
| Priebe Wealth Holdings LLC | 0.94% | Add +15.8% | 14,279 | $1.3M |
| Smith, Moore & Co. | 0.12% | Add +2.7% | 14,064 | $1.3M |
| Arete Wealth Advisors, LLC | 0.11% | Reduce -34.2% | 13,767 | $1.2M |
| Private Trust Co. NA | 0.12% | Reduce -23.2% | 13,553 | $1.2M |
| Blackhawk Capital Partners, LLC | 0.66% | Reduce -0.1% | 13,518 | $1.2M |
| Avantax Planning Partners, Inc. | 0.04% | Reduce -0.1% | 13,141 | $1.2M |
| ARS Wealth Advisors Group, LLC | 0.14% | No change | 12,970 | $1.2M |
| Oxford Financial Group, LTD. LLC | 0.07% | No change | 12,800 | $1.2M |
| Savvy Advisors, Inc. | 0.24% | Add +6.6% | 12,764 | $1.2M |
| Savant Capital, LLC | 0.01% | New | 12,410 | $1.1M |
| Keystone Financial Group | 0.14% | New | 12,363 | $1.1M |
| Patriot Financial Group Insurance Agency, LLC | 0.15% | Add +0.5% | 12,264 | $1.1M |
| Tyler-Stone Wealth Management | 0.20% | Add +101.7% | 11,789 | $1.1M |
| WealthBridge Capital Management, LLC | 0.31% | Reduce -0.0% | 11,785 | $1.1M |
| West Michigan Advisors, LLC | 0.32% | Add +11.3% | 11,775 | $1.1M |
| Jacobi Capital Management LLC | 0.08% | Reduce -2.5% | 11,634 | $1.1M |
| Trust Co. of Oklahoma | 0.34% | No change | 11,629 | $1.1M |
| PFG Investments, LLC | 0.07% | Add +3.0% | 11,629 | $1.1M |
| Thoroughbred Financial Services, LLC | 0.07% | Reduce -6.2% | 11,619 | $1.1M |
| Level Four Advisory Services, LLC | 0.04% | Reduce -16.7% | 11,443 | $1.0M |
| City Holding Co. | 0.14% | Add +0.3% | 11,121 | $1.0M |
| Koshinski Asset Management, Inc. | 0.09% | New | 11,081 | $1.0M |
| Chicago Partners Investment Group LLC | 0.04% | Reduce -0.4% | 10,963 | $1.0M |
| Focus Financial Network, Inc. | 0.04% | Reduce -5.7% | 10,699 | $971K |
| Cypress Capital Group | 0.11% | Reduce -4.9% | 10,603 | $963K |
| Tower Research Capital LLC (TRC) | 0.03% | Reduce -36.6% | 10,550 | $958K |
| American Institute for Advanced Investment Management, LLP | 0.68% | Reduce -14.1% | 10,501 | $953K |
| Schwallier Wealth Management LLC | 0.68% | Reduce -2.4% | 10,441 | $948K |
| Saxon Interests, Inc. | 0.43% | No change | 10,337 | $939K |
| GSG Advisors LLC | 0.31% | Add +0.2% | 10,164 | $923K |
| US Bancorp \de | 0.00% | Add +8.8% | 10,119 | $919K |
| Wealthcare Advisory Partners LLC | 0.03% | Reduce -8.0% | 10,001 | $908K |
| Gilliland Jeter Wealth Management LLC | 0.29% | Reduce -0.1% | 9,978 | $906K |
| Private Advisory Group LLC | 0.11% | Reduce -76.7% | 9,899 | $899K |
| KMG Fiduciary Partners, LLC | 0.08% | Reduce -1.5% | 9,776 | $888K |
| Cresset Asset Management, LLC | 0.00% | Reduce -9.9% | 9,729 | $883K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +32.2% | 9,531 | $879K |
| Spire Wealth Management | 0.03% | Reduce -5.8% | 9,600 | $872K |
| First Trust Direct Indexing L.P. | 0.05% | Add +19.0% | 9,582 | $870K |
| Stratos Wealth Advisors, LLC | 0.04% | Reduce -1.8% | 9,559 | $868K |
| Diversify Advisory Services, LLC | 0.05% | Add +11.9% | 9,401 | $861K |
| Farther Finance Advisors, LLC | 0.03% | Add +1.7% | 9,428 | $856K |
| EPG Wealth Management LLC | 0.21% | Add +0.0% | 9,117 | $828K |
| Herold Advisors, Inc. | 0.18% | Add +0.7% | 9,095 | $826K |
| Wintrust Investments LLC | 0.61% | Reduce -91.1% | 9,052 | $822K |
| Blair William & Co. | 0.00% | Reduce -8.9% | 8,899 | $808K |
| GAMMA Investing LLC | 0.08% | No change | 8,898 | $808K |
| Captrust Financial Advisors | 0.00% | Add +0.1% | 8,885 | $807K |
| Inscription Capital, LLC | 0.12% | Reduce -13.6% | 8,782 | $797K |
| Clark Capital Management Group, Inc. | 0.01% | Add +9.4% | 8,763 | $796K |
| Allworth Financial LP | 0.00% | Add +7.3% | 8,724 | $792K |
| Arbor Capital Management Inc. | 0.75% | Add +29.9% | 8,696 | $791K |
| Kovack Advisors, Inc. | 0.08% | Add +4.5% | 8,701 | $790K |
| Capital Square, LLC | 0.48% | Add +0.0% | 8,625 | $783K |
| Belpointe Asset Management LLC | 0.05% | Reduce -37.4% | 8,477 | $770K |
| Insigneo Advisory Services, LLC | 0.08% | Reduce -6.3% | 8,377 | $761K |
| Panoramic Investment Advisors, LLC | 0.51% | — | 8,095 | $735K |
| Investment Partners Asset Management, Inc. | 0.58% | No change | 7,817 | $710K |
| Elios Financial Group Inc. | 0.32% | — | 7,689 | $698K |
| Wolff Wiese Magana LLC | 0.47% | Reduce -0.8% | 7,597 | $690K |
| Investment Planning Advisors, Inc. | 0.35% | No change | 8,186 | $688K |
| MTM Investment Management, LLC | 0.27% | Reduce -2.2% | 7,589 | $688K |
| Hobart Private Capital, LLC | 0.17% | Reduce -0.2% | 7,498 | $681K |
| Simplicity Wealth,LLC | 0.06% | Reduce -5.5% | 7,199 | $654K |
| Traction Financial Partners, LLC | 0.51% | No change | 7,132 | $648K |
| Spectrum Wealth Advisory Group, LLC | 0.36% | Reduce -4.6% | 7,127 | $647K |
| Private Portfolio Partners LLC | 0.12% | New | 7,033 | $639K |
| Bullseye Investment Management, LLC | 0.38% | New | 6,886 | $638K |
| REAP Financial Group, LLC | 0.16% | Reduce -18.5% | 7,019 | $637K |
| Independent Wealth Network Inc. | 0.28% | Reduce -1.1% | 6,918 | $628K |
| Meitav Investment House Ltd. | 0.01% | No change | 6,656 | $604K |
| L.M. Kohn & Company | 0.15% | Reduce -9.6% | 6,596 | $599K |
| Brookstone Capital Management | 0.01% | Add +9.2% | 6,541 | $594K |
| O'ROURKE & COMPANY, Inc | 0.30% | Reduce -3.5% | 6,526 | $593K |
| Proactive Wealth Strategies LLC | 0.32% | — | 6,405 | $582K |
| Trek Financial, LLC | 0.04% | No change | 6,372 | $579K |
| Citizens Financial Group Inc. | 0.01% | Add +32.8% | 6,251 | $568K |
| Eldridge Investment Advisors, Inc. | 0.13% | No change | 6,164 | $560K |
| First Heartland Consultants, Inc. | 0.06% | Reduce -76.0% | 6,100 | $554K |
| Formidable Asset Management, LLC | 0.09% | Reduce -1.6% | 6,032 | $548K |
| Zions Bancorporation, N.A. | 0.04% | No change | 5,800 | $527K |
| American Capital Advisory, LLC | 0.30% | Add +5.8% | 5,718 | $519K |
| Woodmont Investment Counsel LLC | 0.04% | Add +120.8% | 5,695 | $517K |
| Novak & Powell Financial Services, Inc. | 0.30% | No change | 5,651 | $513K |
| Lynch & Associates | 0.11% | Add +13.0% | 5,622 | $510K |
| Main Street Financial Solutions, LLC | 0.05% | Reduce -14.8% | 5,557 | $505K |
| SeaCrest Wealth Management, LLC | 0.05% | Reduce -2.4% | 5,509 | $500K |
| Retirement Guys Formula LLC | 0.23% | Reduce -3.7% | 5,485 | $498K |
| TL Private Wealth | 0.22% | Reduce -44.1% | 5,551 | $497K |
| Money Concepts Capital Corp. | 0.04% | Add +2.4% | 5,450 | $495K |
| Per Stirling Capital Management, LLC. | 0.07% | Reduce -0.6% | 5,404 | $491K |
| WJ Wealth Management, LLC | 0.17% | Reduce -2.5% | 5,360 | $487K |
| Cyndeo Wealth Partners, LLC | 0.03% | New | 5,254 | $477K |
| Hilltop Holdings Inc. | 0.03% | Add +54.0% | 5,205 | $473K |
| Flagship Harbor Advisors, LLC | 0.03% | Reduce -0.8% | 5,161 | $469K |
| Principle Wealth Partners LLC | 0.03% | No change | 5,154 | $468K |
| Woodward Diversified Capital, LLC | 0.29% | No change | 5,110 | $464K |
| Petix & Botte Co | 0.12% | No change | 5,044 | $458K |
| LifePro Asset Management | 0.28% | No change | 5,030 | $457K |
| Larson Financial Group LLC | 0.03% | Reduce -15.7% | 5,025 | $456K |
| SageView Advisory Group, LLC | 0.02% | Add +0.2% | 4,973 | $452K |
| Collaborative Wealth Managment Inc. | 0.20% | Reduce -15.2% | 4,938 | $448K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Reduce -1.0% | 4,928 | $447K |
| SFG Wealth Management, LLC. | 0.23% | Add +0.0% | 4,872 | $442K |
| Strategies Wealth Advisors, LLC | 0.06% | Add +0.3% | 4,859 | $441K |
| Independent Advisor Alliance | 0.02% | Reduce -6.2% | 4,847 | $440K |
| Strategic Equity Management | 0.21% | Add +68.5% | 4,820 | $438K |
| Peapack Gladstone Financial Corp. | 0.01% | No change | 4,740 | $430K |
| Tritonpoint Wealth, LLC | 0.04% | No change | 4,665 | $423K |
| Moors & Cabot, Inc. | 0.02% | Add +19.7% | 4,598 | $418K |
| Fragasso Financial Advisors Inc | 0.03% | Reduce -35.7% | 4,481 | $407K |
| Wesbanco Bank Inc. | 0.01% | New | 4,456 | $405K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.06% | Add +0.1% | 4,450 | $404K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 4,415 | $401K |
| Private Client Services, LLC | 0.21% | New | 4,388 | $398K |
| Kraft, Davis & Associates, LLC | 0.12% | Add +2.7% | 4,423 | $395K |
| Elevated Capital Advisors, LLC | 0.10% | No change | 4,314 | $392K |
| United Advisor Group, LLC | 0.09% | Add +17.3% | 4,242 | $385K |
| Brown Advisory Inc. | 0.00% | New | 4,201 | $381K |
| Plum Street Advisors, LLC | 0.19% | No change | 4,195 | $381K |
| Commerce Bank | 0.00% | No change | 4,168 | $378K |
| Intellectus Partners, LLC | 0.10% | New | 4,100 | $372K |
| DAVENPORT & Co LLC | 0.00% | Reduce -62.1% | 4,075 | $370K |
| Kohmann Bosshard Financial Services, LLC | 0.05% | New | 4,064 | $369K |
| Signaturefd, LLC | 0.01% | No change | 4,052 | $368K |
| Founders Financial Securities LLC | 0.03% | Reduce -49.9% | 4,031 | $366K |
| HRT Financial LP | 0.00% | New | 4,007 | $363K |
| Townsquare Capital LLC | 0.00% | Add +24.6% | 3,955 | $359K |
| Cascade Investment Group, Inc. | 0.26% | Reduce -2.0% | 3,911 | $355K |
| Tiaa Trust, National Association | 0.00% | Add +1.8% | 3,890 | $353K |
| Insight Advisors, LLC/ PA | 0.06% | Add +0.1% | 3,784 | $344K |
| Core Wealth Partners LLC | 0.21% | Add +13.4% | 3,745 | $340K |
| National Wealth Management Group, LLC | 0.23% | Reduce -1.1% | 3,713 | $337K |
| NorthCoast Asset Management LLC | 0.00% | New | 3,700 | $336K |
| Gentry Private Wealth, LLC | 0.27% | Reduce -0.3% | 3,662 | $333K |
| Continuum Advisory, LLC | 0.04% | Add +15.1% | 3,630 | $332K |
| Brass Tax Wealth Management, Inc. | 0.07% | Add +8.8% | 3,590 | $326K |
| AdvisorNet Financial, Inc | 0.02% | Add +76.9% | 3,474 | $315K |
| Transcend Capital Advisors, LLC | 0.02% | Add +1.9% | 3,458 | $314K |
| SWP Financial LLC | 0.19% | Reduce -15.1% | 3,404 | $309K |
| Diversified, LLC | 0.03% | Reduce -45.0% | 3,318 | $301K |
| Diversified Enterprises, LLC | 0.03% | — | 3,318 | $301K |
| Twin City Private Wealth, LLC | 0.26% | Reduce -0.8% | 3,274 | $297K |
| L. Roy Papp & Associates, LLP | 0.04% | No change | 3,260 | $296K |
| Wealth Management Associates, Inc. | 0.13% | No change | 3,253 | $295K |
| Harvest Investment Services, LLC | 0.09% | New | 3,114 | $283K |
| Prudential Financial Inc. | 0.00% | Reduce -5.0% | 3,082 | $280K |
| TFB Advisors LLC | 0.08% | Reduce -0.2% | 3,044 | $276K |
| Saxony Capital Management, LLC | 0.25% | Add +3.4% | 3,042 | $276K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -80.7% | 3,037 | $276K |
| Mendel Capital Management LLC | 0.17% | Reduce -14.9% | 3,025 | $275K |
| WealthCare Investment Partners, LLC | 0.12% | Reduce -1.4% | 2,990 | $268K |
| Triton Wealth Management, PLLC | 0.15% | Reduce -12.9% | 2,936 | $267K |
| Delta Investment Management, LLC | 0.05% | New | 2,928 | $266K |
| NWF Advisory Services Inc. | 0.04% | Add +0.0% | 2,926 | $266K |
| Alliance Wealth Advisors, LLC | 0.15% | No change | 2,920 | $265K |
| Summit Investment Advisory Services, LLC | 0.14% | New | 2,914 | $265K |
| Grove Bank & Trust | 0.04% | Reduce -25.6% | 2,900 | $263K |
| Founders Financial Alliance, LLC | 0.07% | Add +0.0% | 2,870 | $261K |
| Mach-1 Financial Group, LLC | 0.16% | Add +16.4% | 2,864 | $260K |
| Indie Asset Partners, LLC | 0.19% | Add +0.1% | 2,821 | $256K |
| Bessemer Group Inc. | 0.00% | No change | 2,810 | $255K |
| Choreo, LLC | 0.00% | New | 2,793 | $254K |
| TrueWealth Advisors, LLC | 0.08% | Add +3.2% | 2,764 | $251K |
| Clarity Capital Partners LLC | 0.15% | Reduce -13.9% | 2,752 | $250K |
| Fisher Asset Management | 0.00% | New | 2,744 | $249K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | Reduce -0.7% | 2,731 | $248K |
| Allegheny Financial Group | 0.06% | No change | 2,690 | $244K |
| N.E.W. Advisory Services LLC | 0.02% | Reduce -19.9% | 2,663 | $242K |
| Lion Street Advisors, LLC | 0.08% | No change | 2,663 | $242K |
| RiverFront Investment Group, LLC | 0.01% | No change | 2,654 | $241K |
| 25 LLC | 0.10% | No change | 2,650 | $241K |
| Summit Wealth & Retirement Planning, Inc. | 0.08% | Add +0.1% | 2,647 | $240K |
| McDonough Capital Management, Inc | 0.16% | New | 2,639 | $240K |
| Total Clarity Wealth Management, Inc. | 0.08% | Reduce -13.8% | 2,620 | $238K |
| Merit Financial Group, LLC | 0.01% | Reduce -6.4% | 2,591 | $235K |
| WealthTrust Asset Management, LLC | 0.18% | New | 2,589 | $235K |
| Narus Financial Partners, LLC | 0.08% | Reduce -2.8% | 2,564 | $233K |
| Keybank National Association | 0.00% | Add +3.0% | 2,551 | $232K |
| Atlas Private Wealth Advisors | 0.03% | Reduce -8.9% | 2,473 | $225K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -71.5% | 2,460 | $223K |
| Meridian Wealth Management, LLC | 0.01% | New | 2,412 | $219K |
| Balboa Wealth Partners | 0.05% | New | 2,407 | $219K |
| Manhattan West Asset Management, LLC | 0.06% | Reduce -35.4% | 2,400 | $218K |
| Autumn Glory Partners, LLC | 0.08% | New | 2,374 | $216K |
| HBW Advisory Services LLC | 0.03% | New | 2,373 | $215K |
| Cypress Wealth Services, LLC | 0.04% | Reduce -14.2% | 2,366 | $215K |
| Two Sigma Securities, LLC | 0.02% | Reduce -13.0% | 2,347 | $213K |
| LVZ, Inc. | 0.03% | New | 2,333 | $212K |
| GW Henssler & Associates Ltd. | 0.01% | New | 2,324 | $211K |
| Greenleaf Trust | 0.00% | New | 2,306 | $209K |
| Avestar Capital, LLC | 0.02% | New | 2,300 | $209K |
| Mayflower Financial Advisors, LLC | 0.03% | Reduce -17.9% | 2,293 | $208K |
| Solidarity Wealth, LLC | 0.06% | New | 2,268 | $206K |
| Flagstar Securities, Inc. | 0.05% | Reduce -11.4% | 2,242 | $204K |
| FWL Investment Management, LLC | 0.08% | New | 2,234 | $203K |
| SteelPeak Wealth, LLC | 0.01% | New | 2,231 | $203K |
| AMG National Trust Bank | 0.01% | New | 2,225 | $202K |
| Greenfield Savings Bank | 0.10% | New | 2,219 | $201K |
| FinTrust Capital Advisors, LLC | 0.03% | Add +7.7% | 2,217 | $201K |
| Campbell Wealth Management | 0.02% | Reduce -8.3% | 2,207 | $200K |
| Richard W. Paul & Associates, LLC | 0.06% | Reduce -14.4% | 1,935 | $176K |
| JNBA Financial Advisors | 0.02% | Reduce -32.5% | 1,828 | $166K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.04% | Reduce -2.9% | 1,717 | $156K |
| Peterson Wealth Services | 0.05% | New | 1,615 | $147K |
| Centennial Bank | 0.07% | No change | 1,600 | $145K |
| CoreCap Advisors, LLC | 0.01% | New | 1,588 | $144K |
| Tidemark, LLC | 0.06% | Add +0.1% | 1,530 | $139K |
| Tucker Asset Management LLC | 0.03% | Reduce -11.4% | 1,475 | $134K |
| EP Wealth Advisors, LLC | 0.00% | New | 1,355 | $123K |
| Pinnacle Bancorp, Inc. | 0.03% | Add +39.1% | 1,188 | $108K |
| Operose Advisors LLC | 0.03% | Add +0.3% | 1,185 | $108K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 1,154 | $105K |
| Russell Investments Group, Ltd. | 0.00% | No change | 1,121 | $102K |
| Glassman Wealth Services | 0.02% | No change | 1,000 | $91K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -3.2% | 992 | $90K |
| Fifth Third Bancorp | 0.00% | No change | 960 | $87K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -10.8% | 960 | $87K |
| Stephens Consulting, LLC | 0.02% | No change | 886 | $80K |
| Householder Group Estate & Retirement Specialist, LLC | 0.02% | No change | 864 | $78K |
| Financial Network Wealth Advisors LLC | 0.06% | Add +240.0% | 850 | $77K |
| Criterion Capital Advisors, LLC | 0.05% | No change | 910 | $76K |
| Hexagon Capital Partners LLC | 0.01% | Reduce -5.4% | 828 | $75K |
| PSI Advisors, LLC | 0.02% | Reduce -5.5% | 820 | $74K |
| Anchor Investment Management, LLC | 0.01% | No change | 800 | $73K |
| AlphaMark Advisors, LLC | 0.02% | Reduce -54.8% | 700 | $64K |
| ORG Partners LLC | 0.01% | New | 700 | $64K |
| Plante Moran Financial Advisors, LLC | 0.01% | No change | 647 | $59K |
| TD Private Client Wealth LLC | 0.00% | No change | 577 | $52K |
| Luken Investment Analytics, LLC | 0.02% | No change | 568 | $52K |
| Albion Financial Group | 0.00% | Reduce -73.3% | 509 | $46K |
| Bokf, NA | 0.00% | New | 502 | $45K |
| Pineridge Advisors LLC | 0.02% | New | 475 | $43K |
| Financial Perspectives, Inc | 0.01% | No change | 381 | $35K |
| Asset Dedication, LLC | 0.00% | No change | 368 | $33K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 347 | $32K |
| VitalStone Financial, LLC | 0.02% | Add +5.0% | 338 | $31K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | New | 320 | $29K |
| Mather Group, Llc. | 0.00% | No change | 319 | $29K |
| Whittier Trust Co. | 0.00% | Add +0.3% | 310 | $28K |
| Davis Capital Management | 0.02% | No change | 301 | $27K |
| Wagner Wealth Management, LLC | 0.01% | Add +1.0% | 298 | $27K |
| Creekmur Asset Management LLC | 0.01% | Reduce -0.3% | 291 | $26K |
| Headlands Technologies LLC | 0.00% | New | 279 | $25K |
| Salomon & Ludwin, LLC | 0.00% | No change | 275 | $25K |
| Raffa Wealth Management, LLC | 0.01% | No change | 268 | $24K |
| Sachetta, LLC | 0.01% | No change | 255 | $23K |
| IAG Wealth Partners, LLC | 0.00% | Reduce -73.6% | 235 | $21K |
| Bank of Montreal | 0.00% | Reduce -98.5% | 202 | $18K |
| Accordant Advisory Group Inc | 0.02% | No change | 200 | $18K |
| WealthShield Partners, LLC | 0.00% | No change | 200 | $18K |
| Tortoise Investment Management, LLC | 0.00% | No change | 200 | $18K |
| POM Investment Strategies, LLC | 0.01% | Add +3.2% | 195 | $18K |
| Realta Investment Advisors | 0.01% | Reduce -71.1% | 190 | $18K |
| Hazlett, Burt & Watson, Inc. | 0.01% | New | 191 | $17K |
| BNP Paribas Financial Markets | 0.00% | Add +2966.7% | 184 | $17K |
| M&R Capital Management Inc. | 0.00% | No change | 162 | $15K |
| Ashton Thomas Securities, LLC | 0.00% | New | 150 | $14K |
| Key Financial Inc | 0.00% | No change | 141 | $13K |
| Aspire Private Capital, LLC | 0.00% | No change | 138 | $13K |
| Clear Point Advisors Inc. | 0.01% | No change | 105 | $10K |
| LRI Investments, LLC | 0.00% | No change | 100 | $9K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 93 | $8K |
| Centerpoint Advisors, LLC | 0.00% | No change | 93 | $8K |
| RE Dickinson Investment Advisors, LLC | 0.00% | No change | 79 | $7K |
| Caitlin John, LLC | 0.00% | No change | 75 | $7K |
| Cranbrook Wealth Management, LLC | 0.00% | Reduce -83.8% | 75 | $7K |
| Blue Trust, Inc. | 0.00% | Add +90.2% | 78 | $7K |
| Eukles Asset Management | 0.00% | No change | 29 | $3K |
| Beacon Capital Management, LLC | 0.00% | No change | 27 | $2K |
| Sterling Capital Management LLC | 0.00% | — | 1 | $52 |
"% of holder's portfolio" is FTCS's weight in each manager's 13F, not the share of First Trust Capital Strength the manager owns.