First Trust Capital StrengthFTCSETF
13F holders, Q4 2024 (December 31)538holders +38
33new positions
38sold out
4famous investors
$87.88avg. 13F price*
At the end of Q4 2024, 538 institutions reported holding First Trust Capital Strength (FTCS) in their 13F filings, up 38 from Q3 2024. 33 opened new positions and 38 sold out. The largest holders were LPL Financial LLC ($662.4M), Morgan Stanley ($544.9M) and Raymond James Financial Inc. ($494.0M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- First Trust Capital Strength
- CUSIP
- 33733E104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 33 | $21.9M |
| Exits | 38 | $32.1M |
All 13F filers, Q3 2024 → Q4 2024: 2,208,879 shares bought and 2,532,424 shares sold, net −323,545 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 538 holders
| LPL Financial LLC | 0.27% | Add +2.3% | 7,542,669 | $662.4M |
| Morgan Stanley | 0.04% | Reduce -3.1% | 6,205,119 | $544.9M |
| Raymond James Financial Inc. | 0.18% | — | 5,625,364 | $494.0M |
| Wells Fargo & Company | 0.07% | Reduce -1.6% | 3,482,742 | $305.9M |
| Bank of America Corp. | 0.01% | Reduce -1.1% | 1,714,864 | $150.6M |
| UBS Group AG | 0.03% | Add +0.3% | 1,609,976 | $141.4M |
| Commonwealth Equity Services, LLC | 0.20% | Reduce -1.3% | 1,520,773 | $133.6M |
| Royal Bank of Canada | 0.03% | Add +0.3% | 1,406,740 | $123.5M |
| Envestnet Asset Management Inc. | 0.04% | Reduce -12.5% | 1,308,861 | $114.9M |
| Osaic Holdings, Inc. | 0.23% | Reduce -8.3% | 1,177,403 | $103.4M |
| Cambridge Investment Research Advisors, Inc. | 0.32% | Add +5.0% | 1,101,673 | $96.7M |
| Ameriprise Financial Inc. | 0.02% | Reduce -2.7% | 1,026,742 | $90.1M |
| Stifel Financial Corp. | 0.08% | Reduce -0.1% | 879,249 | $77.2M |
| Private Advisor Group, LLC | 0.42% | Reduce -22.7% | 845,683 | $74.3M |
| Truist Financial Corp. | 0.09% | Reduce -4.6% | 663,871 | $58.3M |
| Harbour Investments, Inc. | 1.56% | Reduce -0.4% | 620,475 | $54.5M |
| Pollock Investment Advisors, LLC | 39.30% | — | 550,938 | $48.4M |
| Kestra Advisory Services, LLC | 0.24% | Add +20.6% | 504,415 | $44.3M |
| Park National Corp. | 1.55% | Add +0.6% | 481,410 | $42.3M |
| Baird Financial Group, Inc. | 0.08% | Reduce -20.1% | 457,229 | $40.2M |
| MML Investors Services, LLC | 0.13% | Reduce -1.6% | 438,379 | $38.5M |
| Silver Oak Securities, Incorporated | 3.51% | Add +1.1% | 431,309 | $37.8M |
| American Financial Advisors, LLC | 4.73% | Reduce -2.2% | 382,449 | $33.6M |
| Goldman Sachs Group Inc. | 0.01% | Add +141.3% | 370,433 | $32.5M |
| Concurrent Investment Advisors, LLC | 0.88% | Add +6.0% | 369,836 | $32.5M |
| D.A. Davidson & Co. | 0.25% | Add +4.6% | 351,245 | $30.8M |
| Stratos Wealth Partners, LTD. | 0.43% | Reduce -4.7% | 343,197 | $30.1M |
| IFG Advisory, LLC | 1.63% | Reduce -3.8% | 328,262 | $28.8M |
| Arax Advisory Partners | 1.81% | Add +1793.2% | 326,589 | $28.7M |
| Archer Investment Corp | 7.39% | Add +3.6% | 314,716 | $27.6M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +126.0% | 304,276 | $26.7M |
| Janney Montgomery Scott LLC | 0.07% | Add +8.6% | 302,378 | $26.6M |
| Gratus Wealth Advisors, LLC | 4.03% | Add +4.3% | 286,827 | $25.2M |
| Atria Wealth Solutions, Inc. | 0.27% | Reduce -5.7% | 281,075 | $24.7M |
| Avantax Advisory Services, Inc. | 0.14% | Reduce -0.3% | 259,060 | $22.8M |
| Randall & Associates Wealth Management | 18.60% | Reduce -6.8% | 255,217 | $22.4M |
| Independent Advisor Alliance | 0.29% | Add +5063.8% | 250,288 | $22.0M |
| Jones Financial Companies LLLP | 0.02% | Add +78.5% | 247,438 | $21.7M |
| Regal Investment Advisors LLC | 1.62% | Add +6.3% | 245,757 | $21.6M |
| Prospera Financial Services Inc | 0.49% | Reduce -13.9% | 238,392 | $21.0M |
| Scarborough Advisors, LLC | 2.76% | Add +6.4% | 222,006 | $19.5M |
| Benjamin Edwards Inc. | 0.27% | Reduce -0.4% | 214,655 | $18.9M |
| HBK Sorce Advisory LLC | 0.55% | Reduce -0.3% | 208,974 | $18.4M |
| Vestmark Advisory Solutions, Inc. | 0.62% | Add +0.8% | 206,110 | $18.1M |
| Evelyn Partners Investment Management (Europe) Ltd | 6.58% | — | 206,092 | $18.1M |
| Heck Capital Advisors, LLC | 2.03% | Reduce -4.9% | 201,934 | $17.7M |
| Ergawealth Advisors, Inc. | 8.35% | Reduce -5.7% | 192,399 | $16.9M |
| NewEdge Advisors, LLC | 0.09% | Add +34.6% | 173,268 | $15.2M |
| Kestra Private Wealth Services, LLC | 0.26% | Reduce -8.3% | 172,920 | $15.2M |
| Valmark Advisers, Inc. | 0.23% | Add +1.8% | 171,705 | $15.1M |
| ABLE Financial Group, LLC | 4.37% | Reduce -14.7% | 168,496 | $14.8M |
| Mariner, LLC | 0.02% | Reduce -10.4% | 167,139 | $14.7M |
| Rockefeller Capital Management L.P. | 0.04% | Reduce -2.9% | 159,469 | $14.0M |
| Oppenheimer & Co. Inc. | 0.20% | Add +5.4% | 154,264 | $13.5M |
| Sargent Investment Group, LLC | 2.20% | Reduce -8.5% | 154,829 | $13.5M |
| Walkner Condon Financial Advisors LLC | 2.69% | Reduce -3.4% | 150,788 | $13.2M |
| Western Wealth Management, LLC | 0.67% | Reduce -11.7% | 142,496 | $12.5M |
| tru Independence LLC | 3.81% | Add +1.8% | 138,248 | $12.1M |
| Investors Research Corp | 2.63% | Add +5.6% | 136,078 | $12.0M |
| PNC Financial Services Group, Inc. | 0.01% | Add +4.9% | 134,760 | $11.8M |
| PFG Advisors | 0.66% | Add +8.5% | 123,470 | $10.8M |
| HighTower Advisors, LLC | 0.01% | Add +10.4% | 121,868 | $10.7M |
| Virtus Wealth Solutions LLC | 2.48% | — | 119,933 | $10.5M |
| Golden State Wealth Management, LLC | 1.57% | — | 119,660 | $10.5M |
| Nilsine Partners, LLC | 1.08% | Add +3.4% | 114,348 | $10.0M |
| Great Valley Advisor Group, Inc. | 0.22% | Reduce -21.1% | 112,155 | $9.8M |
| Integrated Wealth Concepts LLC | 0.11% | Reduce -2.2% | 111,232 | $9.8M |
| Solano Wealth Investment Advisors LLC | 5.66% | — | 107,277 | $9.4M |
| Holistic Financial Partners | 4.61% | Add +3.5% | 105,759 | $9.3M |
| BNP Paribas Financial Markets | 0.01% | Add +54252.7% | 100,009 | $8.8M |
| Steward Partners Investment Advisory, LLC | 0.08% | Add +1.9% | 99,708 | $8.8M |
| Arkadios Wealth Advisors | 0.47% | Reduce -9.0% | 98,693 | $8.7M |
| Equitable Holdings, Inc. | 0.08% | Add +8.0% | 96,576 | $8.5M |
| TD Capital Management LLC | 0.86% | Reduce -8.8% | 96,026 | $8.4M |
| Gateway Wealth Partners, LLC | 2.18% | Reduce -3.2% | 95,975 | $8.4M |
| First Horizon Advisors, Inc. | 0.24% | Reduce -11.8% | 95,807 | $8.4M |
| Kingswood Wealth Advisors, LLC | 0.62% | Add +36.9% | 94,420 | $8.3M |
| AE Wealth Management LLC | 0.07% | Reduce -24.5% | 94,371 | $8.3M |
| Concentrum Wealth Management | 2.90% | Add +6.1% | 93,865 | $8.2M |
| RiverTree Advisors, LLC | 5.29% | Reduce -20.7% | 91,747 | $8.1M |
| Assetmark, Inc. | 0.02% | Reduce -22.6% | 87,858 | $7.7M |
| Morey & Quinn Wealth Partners, LLC | 6.46% | — | 86,713 | $7.6M |
| Southland Equity Partners LLC | 1.76% | Add +1.1% | 86,060 | $7.6M |
| Bank Hapoalim BM | 1.26% | Reduce -32.0% | 85,000 | $7.5M |
| KPP Advisory Services LLC | 1.71% | Add +0.9% | 82,662 | $7.3M |
| Kingsview Wealth Management, LLC | 0.14% | Reduce -4.7% | 80,509 | $7.1M |
| Snowden Capital Advisors LLC | 0.22% | Add +8.1% | 80,465 | $7.1M |
| GPS Wealth Strategies Group, LLC | 0.88% | Reduce -0.8% | 77,902 | $6.8M |
| StoneX Group Inc. | 0.36% | Reduce -19.2% | 75,522 | $6.6M |
| Sigma Planning Corp | 0.21% | Reduce -14.4% | 75,142 | $6.6M |
| Siligmueller & Norvid Wealth Advisors LLC | 2.76% | — | 73,705 | $6.5M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Reduce -7.1% | 73,481 | $6.5M |
| PCG Wealth Advisors, LLC | 2.37% | Reduce -4.8% | 72,986 | $6.4M |
| Stephens Inc. | 0.09% | Reduce -0.9% | 71,886 | $6.3M |
| Plotkin Financial Advisors, LLC | 3.72% | Reduce -1.4% | 71,295 | $6.3M |
| Dagco, Inc. | 2.05% | Add +43.1% | 70,434 | $6.2M |
| FSB Premier Wealth Management, Inc. | 2.35% | Reduce -4.2% | 66,872 | $5.9M |
| IFP Advisors, Inc | 0.19% | Add +5.4% | 66,538 | $5.8M |
| Ameritas Advisory Services, LLC | 0.20% | Reduce -45.4% | 64,874 | $5.7M |
| World Investment Advisors | 0.15% | Add +10.3% | 62,243 | $5.5M |
| Good Life Advisors, LLC | 0.40% | Reduce -11.9% | 61,948 | $5.4M |
| IHT Wealth Management, LLC | 0.18% | Reduce -17.8% | 61,792 | $5.4M |
| IMG Wealth Management, Inc. | 5.01% | — | 61,680 | $5.4M |
| Key Client Fiduciary Advisors, LLC | 2.41% | Reduce -0.3% | 61,220 | $5.4M |
| Foundations Investment Advisors, LLC | 0.10% | Reduce -8.8% | 61,140 | $5.4M |
| &partners | 0.06% | Add +6.4% | 60,998 | $5.3M |
| Purus Wealth Management, LLC | 2.07% | Add +6.7% | 59,716 | $5.2M |
| Shelton Wealth Management, LLC | 2.86% | Reduce -11.4% | 59,490 | $5.2M |
| Claris Financial LLC | 3.42% | — | 59,319 | $5.2M |
| MAI Capital Management | 0.04% | Add +0.5% | 59,218 | $5.2M |
| Bernardo Wealth Planning LLC | 1.24% | Reduce -1.4% | 59,875 | $5.2M |
| OneDigital Investment Advisors LLC | 0.06% | Reduce -16.4% | 57,630 | $5.1M |
| Nations Financial Group Inc, /Ia/ | 0.36% | Add +9.7% | 56,773 | $5.0M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +8.4% | 56,367 | $5.0M |
| Intellus Advisors LLC | 0.84% | — | 55,171 | $4.8M |
| Y.D. More Investments Ltd | 0.42% | Add +8.2% | 53,679 | $4.7M |
| Susquehanna International Group, LLP | 0.01% | Add +63.2% | 52,598 | $4.6M |
| Tradition Wealth Management, LLC | 0.40% | Reduce -2.4% | 52,000 | $4.6M |
| Independent Financial Group, LLC | 0.15% | Reduce -4.0% | 51,024 | $4.5M |
| Kaydan Wealth Management, Inc. | 1.49% | Add +5.5% | 50,996 | $4.5M |
| Atlas Wealth LLC | 2.35% | Add +14.8% | 50,953 | $4.5M |
| Avior Wealth Management, LLC | 0.16% | Add +1.0% | 50,748 | $4.5M |
| Citigroup Inc. | 0.00% | Reduce -16.9% | 50,479 | $4.4M |
| DHJJ Financial Advisors, Ltd. | 1.70% | Reduce -11.8% | 49,784 | $4.4M |
| Roman Butler Fullerton & Co. | 1.39% | Reduce -2.3% | 47,774 | $4.4M |
| Secure Asset Management, LLC | 0.65% | Add +4.5% | 49,067 | $4.3M |
| Paragon Private Wealth Management, LLC | 1.96% | Add +0.5% | 48,409 | $4.3M |
| ORBA Wealth Advisors, L.L.C. | 2.22% | Reduce -0.1% | 48,357 | $4.2M |
| Barrett & Company, Inc. | 1.78% | Add +2.9% | 47,913 | $4.2M |
| Fifth Third Securities, Inc. | 0.35% | Reduce -18.1% | 47,562 | $4.2M |
| Lokken Investment Group LLC | 1.79% | Add +3.2% | 47,104 | $4.1M |
| Fsa Wealth Partners, Inc. | 0.97% | Reduce -0.9% | 47,027 | $4.1M |
| Dynamic Advisor Solutions LLC | 0.18% | Reduce -2.6% | 46,741 | $4.1M |
| Signature Estate & Investment Advisors LLC | 0.10% | Add +0.1% | 46,547 | $4.1M |
| Triumph Capital Management | 1.39% | Reduce 0.0% | 46,356 | $4.1M |
| Aptus Capital Advisors, LLC | 0.05% | Add +1.3% | 46,000 | $4.0M |
| Waterloo Capital, L.P. | 0.42% | Reduce -3.7% | 45,467 | $4.0M |
| Perennial Investment Advisors, LLC | 0.47% | Reduce -12.6% | 45,423 | $4.0M |
| OneAscent Financial Services LLC | 0.33% | New | 44,742 | $3.9M |
| Forefront Wealth Partners, LLC | 2.89% | — | 44,231 | $3.9M |
| SLT Holdings LLC | 3.71% | — | 43,544 | $3.8M |
| Brueske Advisory Services, LLC | 3.39% | — | 43,337 | $3.8M |
| Wetzel Investment Advisors, Inc. | 1.90% | Reduce -2.3% | 43,311 | $3.8M |
| Guardian Wealth Advisors, LLC / NC | 0.30% | Reduce -0.7% | 42,929 | $3.8M |
| Principal Securities, Inc. | 0.08% | Reduce -6.7% | 42,036 | $3.7M |
| Waterfront Wealth Inc. | 0.88% | Add +0.6% | 41,045 | $3.6M |
| Strategic Blueprint, LLC | 0.21% | Reduce -1.1% | 40,352 | $3.5M |
| International Assets Investment Management, LLC | 0.29% | Add +16.0% | 39,913 | $3.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -1.1% | 39,604 | $3.5M |
| Garden State Investment Advisory Services LLC | 1.06% | New | 15,409 | $3.4M |
| Essex Financial Services, Inc. | 0.24% | Reduce -1.8% | 38,836 | $3.4M |
| Iams Wealth Management, LLC | 1.55% | Add +4.4% | 38,510 | $3.4M |
| Financial Advocates Investment Management | 0.19% | Reduce -1.2% | 38,336 | $3.4M |
| J.W. Cole Advisors, Inc. | 0.13% | Add +1.1% | 37,492 | $3.3M |
| Cwm, LLC | 0.01% | Reduce -5.9% | 36,964 | $3.2M |
| Boyce & Associates Wealth Consulting, Inc. | 3.28% | Reduce -22.0% | 36,945 | $3.2M |
| Pine Valley Investments Ltd Liability Co | 0.21% | Add +1.2% | 36,942 | $3.2M |
| Forge Financial Services LLC | 2.72% | — | 35,968 | $3.2M |
| Clear Creek Financial Management, LLC | 0.34% | Reduce -0.7% | 35,918 | $3.2M |
| Visionary Wealth Advisors | 0.18% | Add +2.5% | 35,802 | $3.1M |
| Citadel Advisors | 0.00% | Reduce -36.0% | 35,722 | $3.1M |
| Perissos Private Wealth Management, LLC | 2.31% | Reduce -1.5% | 35,181 | $3.1M |
| Comerica Bank | 0.01% | Reduce -3.9% | 35,032 | $3.1M |
| Ausdal Financial Partners, Inc. | 0.26% | Reduce -4.9% | 33,882 | $3.0M |
| Delos Wealth Advisors, LLC | 2.33% | Add +8.7% | 33,273 | $2.9M |
| Global Retirement Partners, LLC | 0.08% | Add +1.1% | 33,247 | $2.9M |
| Creative Planning | 0.00% | Reduce -1.4% | 33,092 | $2.9M |
| Flow Traders U.S. LLC | 0.12% | Add +109.1% | 32,923 | $2.9M |
| Confluence Wealth Services, Inc. | 0.18% | Add +3.5% | 20,885 | $2.8M |
| TCFG Wealth Management, LLC | 1.43% | Add +0.4% | 32,202 | $2.8M |
| Arete Wealth Advisors, LLC | 0.20% | Add +131.2% | 31,831 | $2.8M |
| Bank of New York Mellon Corp | 0.00% | Reduce -56.7% | 31,677 | $2.8M |
| Stonehaven Wealth & Tax Solutions, LLC | 3.03% | — | 31,651 | $2.8M |
| Cornerstone Wealth Management, LLC | 0.19% | Reduce -1.0% | 31,546 | $2.8M |
| Daymark Wealth Partners, LLC | 0.11% | Add +4.9% | 30,760 | $2.7M |
| Intrua Financial, LLC | 0.43% | Reduce -20.0% | 30,246 | $2.7M |
| Centerpoint Advisory Group | 2.56% | — | 30,186 | $2.7M |
| Marshall Investment Management, LLC | 1.56% | — | 29,190 | $2.7M |
| Synovus Financial Corp. | 0.03% | Add +0.8% | 30,152 | $2.6M |
| Cozad Asset Management Inc. | 0.25% | Reduce -6.2% | 30,028 | $2.6M |
| Truvestments Capital LLC | 0.68% | Add +0.2% | 29,958 | $2.6M |
| 1776 Wealth LLC | 1.20% | Reduce -3.3% | 29,658 | $2.6M |
| Geneos Wealth Management Inc. | 0.09% | Reduce -6.4% | 29,594 | $2.6M |
| Qube Research & Technologies Ltd | 0.00% | Add +868.8% | 29,423 | $2.6M |
| Advisory Alpha, LLC | 0.09% | New | 28,560 | $2.5M |
| Cambridge Advisors Inc. | 0.55% | Reduce -1.6% | 28,040 | $2.5M |
| Gladstone Institutional Advisory LLC | 0.11% | Reduce -6.1% | 27,950 | $2.5M |
| Fermata Advisors, LLC | 0.43% | Reduce -46.3% | 26,411 | $2.3M |
| Envision Financial LLC | 1.86% | — | 26,395 | $2.3M |
| Strategy Asset Managers LLC | 0.45% | Reduce -5.3% | 26,238 | $2.3M |
| Maxwell Wealth Strategies Inc. | 0.94% | Reduce -1.2% | 26,187 | $2.3M |
| Jaffetilchin Investment Partners, LLC | 0.17% | Add +0.9% | 26,062 | $2.3M |
| Moloney Securities Asset Management, LLC | 0.30% | Reduce -2.8% | 25,558 | $2.2M |
| Wedbush Securities Inc. | 0.08% | Add +22.1% | 24,746 | $2.2M |
| RFG Advisory, LLC | 0.06% | Add +5.8% | 24,720 | $2.2M |
| Apollon Wealth Management, LLC | 0.05% | Reduce -0.0% | 24,568 | $2.2M |
| ForthRight Wealth Management, LLC | 0.71% | Reduce -2.7% | 24,401 | $2.1M |
| Quad-Cities Investment Group, LLC | 1.03% | Reduce -2.3% | 23,899 | $2.1M |
| DeDora Capital, Inc. | 0.57% | Reduce -6.0% | 23,655 | $2.1M |
| FMR LLC | 0.00% | Add +8.0% | 23,339 | $2.0M |
| Trueblood Wealth Management, LLC | 1.00% | Add +2.4% | 23,164 | $2.0M |
| Midwest Financial Network, LLC | 2.09% | — | 22,914 | $2.0M |
| Winebrenner Capital Management LLC | 1.53% | — | 22,616 | $2.0M |
| Capital Investment Advisory Services, LLC | 0.19% | Reduce -0.8% | 22,039 | $1.9M |
| Prosperity Consulting Group, LLC | 0.14% | Add +9.2% | 21,914 | $1.9M |
| Sovran Advisors, LLC | 0.27% | — | 21,923 | $1.9M |
| BlueChip Wealth Advisors LLC | 1.06% | Reduce -10.8% | 21,845 | $1.9M |
| Kapstone Financial Advisors LLC | 1.00% | Reduce -3.3% | 20,829 | $1.9M |
| Jane Street Group, LLC | 0.00% | Reduce -59.5% | 20,917 | $1.8M |
| ERn Financial, LLC | 0.27% | Reduce -36.9% | 20,858 | $1.8M |
| Park Avenue Securities LLC | 0.02% | Reduce -13.5% | 20,744 | $1.8M |
| Cottonwood Capital Advisors, LLC | 1.30% | Reduce -7.1% | 20,637 | $1.8M |
| Mgo One Seven LLC | 0.07% | Reduce -7.3% | 20,319 | $1.8M |
| Mutual Advisors, LLC | 0.05% | Add +3.9% | 20,043 | $1.8M |
| NewEdge Wealth, LLC | 0.03% | Add +0.1% | 20,301 | $1.8M |
| Creative Financial Designs Inc. | 0.14% | Add +11.3% | 20,226 | $1.8M |
| HFG Advisors, Inc. | 1.55% | Add +5.9% | 20,213 | $1.8M |
| Darwin Wealth Management, LLC | 0.59% | Reduce -25.6% | 20,080 | $1.8M |
| Rehmann Capital Advisory Group | 0.11% | Reduce -18.0% | 19,310 | $1.7M |
| Capital Analysts, LLC | 0.07% | Add +9.5% | 19,244 | $1.7M |
| Pinnacle Family Advisors, LLC | 0.81% | Reduce -30.1% | 19,124 | $1.7M |
| Onyx Bridge Wealth Group LLC | 0.24% | Add +1.8% | 19,122 | $1.7M |
| Cherry Creek Investment Advisors, Inc. | 0.80% | Add +0.0% | 18,646 | $1.6M |
| Ashton Thomas Private Wealth, LLC | 0.06% | Add +8.7% | 18,493 | $1.6M |
| Peak Planning Group, LLC | 0.67% | Reduce -1.3% | 18,438 | $1.6M |
| Tower Research Capital LLC (TRC) | 0.03% | Add +72.2% | 18,167 | $1.6M |
| Twin Peaks Wealth Advisors, LLC | 0.67% | Reduce -13.8% | 18,053 | $1.6M |
| Beacon Financial Advisory LLC | 0.51% | Reduce -0.2% | 17,899 | $1.6M |
| Beacon Pointe Advisors, LLC | 0.02% | Reduce -7.0% | 17,870 | $1.6M |
| Richmond Investment Services, LLC | 0.87% | — | 17,595 | $1.5M |
| Beck Bode, LLC | 0.28% | Reduce -26.3% | 17,492 | $1.5M |
| LaSalle St. Investment Advisors, LLC | 0.47% | New | 17,440 | $1.5M |
| First PREMIER Bank | 0.37% | Reduce -0.1% | 16,677 | $1.5M |
| Beacon Financial Group | 0.16% | No change | 16,650 | $1.5M |
| Sequent Planning LLC | 0.53% | Reduce -6.1% | 16,561 | $1.5M |
| Integrity Financial Corp | 0.83% | Reduce -1.8% | 16,409 | $1.4M |
| Global Assets Advisory, LLC | 0.79% | New | 16,310 | $1.4M |
| WASHINGTON TRUST Co | 0.05% | No change | 16,148 | $1.4M |
| Whitaker-Myers Wealth Managers, LTD. | 0.41% | Reduce -2.1% | 16,144 | $1.4M |
| Bison Wealth, LLC | 0.31% | Reduce -8.2% | 16,125 | $1.4M |
| Stonebridge Financial Planning Group, LLC | 0.62% | Reduce -5.1% | 15,872 | $1.4M |
| Private Trust Co. NA | 0.14% | Add +15.2% | 15,608 | $1.4M |
| Summit Financial, LLC | 0.05% | Add +0.0% | 14,953 | $1.3M |
| Wisconsin Wealth Advisors, LLC | 1.92% | — | 14,813 | $1.3M |
| Keystone Wealth Services, LLC | 0.34% | Reduce -3.3% | 14,703 | $1.3M |
| Axxcess Wealth Management, LLC | 0.03% | Reduce -5.4% | 14,084 | $1.2M |
| Smith, Moore & Co. | 0.11% | Reduce -0.7% | 13,961 | $1.2M |
| Priebe Wealth Holdings LLC | 0.82% | Reduce -3.5% | 13,779 | $1.2M |
| WCG Wealth Advisors LLC | 0.08% | Reduce -25.7% | 13,764 | $1.2M |
| Blackhawk Capital Partners, LLC | 0.61% | Reduce -0.5% | 13,456 | $1.2M |
| Clark Capital Management Group, Inc. | 0.01% | Add +52.9% | 13,399 | $1.2M |
| Advisory Services Network, LLC | 0.02% | Reduce -50.4% | 13,276 | $1.2M |
| Moneywise, Inc. | 0.58% | Reduce -37.8% | 13,197 | $1.2M |
| Holos Integrated Wealth LLC | 0.79% | — | 13,184 | $1.2M |
| Savvy Advisors, Inc. | 0.14% | Add +3.2% | 13,175 | $1.2M |
| Avantax Planning Partners, Inc. | 0.04% | Reduce -0.2% | 13,117 | $1.2M |
| Keystone Financial Services, LLC | 1.04% | — | 12,940 | $1.1M |
| Oxford Financial Group, LTD. LLC | 0.07% | No change | 12,800 | $1.1M |
| Strategic Planning Group, LLC | 0.20% | Reduce -90.8% | 12,579 | $1.1M |
| Keystone Financial Group | 0.11% | Add +1.1% | 12,495 | $1.1M |
| Prosperity Financial Group, Inc. | 0.54% | New | 12,227 | $1.1M |
| PFG Investments, LLC | 0.07% | Add +4.0% | 12,098 | $1.1M |
| First Trust Advisors LP | 0.00% | New | 12,049 | $1.1M |
| Tyler-Stone Wealth Management | 0.19% | Add +1.1% | 11,923 | $1.0M |
| West Michigan Advisors, LLC | 0.31% | Reduce -0.8% | 11,685 | $1.0M |
| Trust Co. of Oklahoma | 0.33% | No change | 11,629 | $1.0M |
| Woodmont Investment Counsel LLC | 0.07% | Add +102.2% | 11,517 | $1.0M |
| WealthBridge Capital Management, LLC | 0.27% | Reduce -4.5% | 11,260 | $989K |
| Thoroughbred Financial Services, LLC | 0.06% | Reduce -3.8% | 11,182 | $982K |
| Jacobi Capital Management LLC | 0.07% | Reduce -4.0% | 11,164 | $980K |
| Chicago Partners Investment Group LLC | 0.03% | Add +0.2% | 10,987 | $962K |
| US Bancorp \de | 0.00% | Add +7.5% | 10,880 | $955K |
| Focus Financial Network, Inc. | 0.04% | Add +1.4% | 10,853 | $953K |
| Private Advisory Group LLC | 0.11% | Add +9.5% | 10,839 | $952K |
| City Holding Co. | 0.13% | Reduce -4.5% | 10,621 | $933K |
| Arbor Capital Management Inc. | 0.90% | Add +16.6% | 10,144 | $918K |
| Investment Planning Advisors, Inc. | 0.40% | Add +27.3% | 10,417 | $915K |
| Koshinski Asset Management, Inc. | 0.08% | Reduce -6.1% | 10,407 | $914K |
| KMG Fiduciary Partners, LLC | 0.08% | Add +5.7% | 10,334 | $908K |
| Schwallier Wealth Management LLC | 0.69% | Reduce -1.2% | 10,315 | $906K |
| Saxon Interests, Inc. | 0.40% | Reduce -0.7% | 10,264 | $901K |
| GSG Advisors LLC | 0.28% | Add +0.3% | 10,191 | $895K |
| Wealthcare Advisory Partners LLC | 0.02% | Add +1.0% | 10,101 | $887K |
| Gilliland Jeter Wealth Management LLC | 0.30% | Add +0.0% | 9,981 | $876K |
| Ameriflex Group, Inc. | 0.40% | — | 9,600 | $867K |
| Kovack Advisors, Inc. | 0.08% | Add +13.1% | 9,841 | $864K |
| Savant Capital, LLC | 0.01% | Reduce -21.0% | 9,800 | $861K |
| Farther Finance Advisors, LLC | 0.03% | Add +2.1% | 9,631 | $846K |
| LeClair Wealth Partners LLC | 0.56% | — | 9,622 | $845K |
| HBW Advisory Services LLC | 0.09% | Add +303.8% | 9,583 | $842K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +0.3% | 9,555 | $839K |
| Proactive Wealth Strategies LLC | 0.44% | Add +49.0% | 9,542 | $838K |
| Cresset Asset Management, LLC | 0.00% | Reduce -2.1% | 9,520 | $836K |
| Puff Wealth Management, LLC | 1.45% | — | 9,480 | $833K |
| GAMMA Investing LLC | 0.07% | Add +4.7% | 9,317 | $818K |
| Allworth Financial LP | 0.00% | Add +3.1% | 8,991 | $807K |
| Herold Advisors, Inc. | 0.17% | Add +0.3% | 9,125 | $802K |
| Belpointe Asset Management LLC | 0.05% | Add +3.7% | 8,794 | $798K |
| Capital Square, LLC | 0.45% | Add +1.6% | 8,763 | $788K |
| Wintrust Investments LLC | 0.69% | Reduce -1.2% | 8,944 | $785K |
| Diversify Advisory Services, LLC | 0.04% | Reduce -3.4% | 9,086 | $785K |
| EPG Wealth Management LLC | 0.21% | Reduce -2.7% | 8,870 | $779K |
| Level Four Advisory Services, LLC | 0.03% | Reduce -23.4% | 8,769 | $770K |
| Martin Worley Group | 0.47% | — | 8,656 | $760K |
| Captrust Financial Advisors | 0.00% | Reduce -4.7% | 8,464 | $743K |
| Bison Wealth, LLC | 0.09% | — | 8,356 | $734K |
| Simplicity Wealth,LLC | 0.15% | Add +12.0% | 8,060 | $708K |
| MTM Investment Management, LLC | 0.26% | No change | 7,589 | $666K |
| Wolff Wiese Magana LLC | 0.44% | Reduce -0.3% | 7,578 | $666K |
| Stratos Wealth Advisors, LLC | 0.03% | Reduce -22.0% | 7,453 | $655K |
| American Institute for Advanced Investment Management, LLP | 0.49% | Reduce -29.4% | 7,417 | $651K |
| Hobart Private Capital, LLC | 0.16% | Reduce -2.3% | 7,326 | $643K |
| CLG LLC | 0.23% | — | 7,262 | $638K |
| Medallion Wealth Advisors, LLC | 0.32% | — | 7,100 | $636K |
| Panoramic Investment Advisors, LLC | 0.41% | Reduce -11.1% | 7,200 | $632K |
| REAP Financial Group, LLC | 0.16% | Add +2.2% | 7,172 | $630K |
| Spectrum Wealth Advisory Group, LLC | 0.29% | Reduce -0.7% | 7,078 | $622K |
| Investment Partners Asset Management, Inc. | 0.48% | Reduce -10.3% | 7,010 | $616K |
| Private Portfolio Partners LLC | 0.11% | Reduce -0.6% | 6,991 | $614K |
| Independent Wealth Network Inc. | 0.25% | Add +0.1% | 6,925 | $608K |
| Quadrature Capital Ltd | 0.01% | New | 6,689 | $588K |
| Meitav Investment House Ltd. | 0.01% | No change | 6,656 | $585K |
| Blair William & Co. | 0.00% | Reduce -25.8% | 6,604 | $580K |
| Insigneo Advisory Services, LLC | 0.06% | Reduce -21.3% | 6,589 | $579K |
| Kraft, Davis & Associates, LLC | 0.16% | Add +45.2% | 6,423 | $576K |
| Citizens Financial Group Inc. | 0.01% | Add +4.8% | 6,549 | $575K |
| Crux Wealth Advisors | 0.32% | — | 6,533 | $574K |
| Blueprint Investment Partners LLC | 0.09% | New | 6,444 | $566K |
| Synergy Investment Management, LLC | 0.24% | — | 6,442 | $566K |
| L.M. Kohn & Company | 0.15% | Reduce -3.0% | 6,400 | $562K |
| Trek Financial, LLC | 0.04% | No change | 6,372 | $560K |
| Mercer Global Advisors Inc. | 0.00% | New | 6,371 | $559K |
| Traction Financial Partners, LLC | 0.43% | Reduce -11.0% | 6,347 | $557K |
| Formidable Asset Management, LLC | 0.09% | Add +2.9% | 6,206 | $545K |
| Eldridge Investment Advisors, Inc. | 0.13% | No change | 6,164 | $541K |
| Lynch & Associates | 0.12% | Add +8.6% | 6,105 | $536K |
| O'ROURKE & COMPANY, Inc | 0.26% | Reduce -6.7% | 6,088 | $535K |
| Legacy Capital Wealth Partners, LLC | 0.13% | New | 6,062 | $532K |
| AdvisorNet Financial, Inc | 0.04% | Add +73.8% | 6,036 | $530K |
| Huntleigh Advisors, Inc. | 0.11% | — | 5,997 | $527K |
| Novak & Powell Financial Services, Inc. | 0.31% | Add +5.3% | 5,952 | $523K |
| Pure Financial Advisors, LLC | 0.01% | New | 5,814 | $511K |
| Voisard Asset Management Group, Inc. | 0.17% | New | 5,800 | $509K |
| Zions Bancorporation, N.A. | 0.03% | No change | 5,800 | $509K |
| Elios Financial Group Inc. | 0.24% | Reduce -24.9% | 5,776 | $507K |
| Strategic Equity Management | 0.21% | Add +19.3% | 5,751 | $505K |
| American Capital Advisory, LLC | 0.28% | Add +0.3% | 5,735 | $504K |
| Cyndeo Wealth Partners, LLC | 0.03% | Add +8.3% | 5,690 | $500K |
| TL Private Wealth | 0.22% | Add +0.5% | 5,576 | $492K |
| Main Street Financial Solutions, LLC | 0.05% | Add +0.2% | 5,566 | $489K |
| SeaCrest Wealth Management, LLC | 0.05% | Add +0.0% | 5,511 | $484K |
| Stillwater Wealth Management Group | 0.43% | — | 5,404 | $475K |
| Brookstone Capital Management | 0.01% | Reduce -17.7% | 5,381 | $473K |
| WJ Wealth Management, LLC | 0.16% | No change | 5,360 | $471K |
| Retirement Guys Formula LLC | 0.24% | Reduce -2.4% | 5,355 | $470K |
| Principle Wealth Partners LLC | 0.03% | No change | 5,154 | $453K |
| Fairvoy Private Wealth, LLC | 0.12% | — | 5,143 | $452K |
| Harvest Investment Services, LLC | 0.11% | Add +64.8% | 5,133 | $451K |
| Money Concepts Capital Corp. | 0.03% | Reduce -6.1% | 5,120 | $450K |
| Larson Financial Group LLC | 0.02% | Add +1.1% | 5,080 | $446K |
| Petix & Botte Co | 0.12% | No change | 5,044 | $443K |
| First Heartland Consultants, Inc. | 0.05% | Reduce -17.6% | 5,029 | $442K |
| Campbell Wealth Management | 0.04% | Add +20.3% | 2,655 | $441K |
| Strategies Wealth Advisors, LLC | 0.05% | Add +0.5% | 4,882 | $439K |
| Private Client Services, LLC | 0.23% | Add +12.5% | 4,936 | $434K |
| SageView Advisory Group, LLC | 0.02% | Reduce -0.8% | 4,932 | $433K |
| Calton & Associates, Inc. | 0.19% | New | 4,882 | $429K |
| Collaborative Wealth Managment Inc. | 0.19% | Reduce -1.5% | 4,866 | $427K |
| Nova Wealth Management, Inc. | 0.37% | — | 4,855 | $426K |
| SFG Wealth Management, LLC. | 0.22% | Reduce -2.6% | 4,745 | $417K |
| Peapack Gladstone Financial Corp. | 0.01% | No change | 4,740 | $416K |
| Hilltop Holdings Inc. | 0.03% | Reduce -9.0% | 4,735 | $416K |
| Fidelis Capital Partners, LLC | 0.04% | New | 4,620 | $416K |
| Moors & Cabot, Inc. | 0.02% | Add +2.6% | 4,720 | $414K |
| DAVENPORT & Co LLC | 0.00% | Add +15.4% | 4,704 | $413K |
| Tritonpoint Wealth, LLC | 0.04% | No change | 4,665 | $410K |
| Prasad Wealth Partners, LLC | 0.13% | — | 4,653 | $409K |
| Woodward Diversified Capital, LLC | 0.29% | Reduce -10.8% | 4,557 | $400K |
| Fragasso Financial Advisors Inc | 0.03% | Add +0.5% | 4,502 | $395K |
| Wesbanco Bank Inc. | 0.01% | No change | 4,456 | $391K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.06% | Add +0.1% | 4,454 | $391K |
| ORG Partners LLC | 0.05% | Add +535.7% | 4,450 | $391K |
| Tiaa Trust, National Association | 0.00% | Add +14.3% | 4,447 | $391K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +0.5% | 4,438 | $390K |
| Modern Wealth Management, LLC | 0.01% | New | 4,423 | $388K |
| Wealth Watch Advisors, INC | 0.24% | — | 4,411 | $387K |
| Per Stirling Capital Management, LLC. | 0.05% | Reduce -20.0% | 4,322 | $380K |
| Founders Financial Securities LLC | 0.03% | Add +6.8% | 4,307 | $378K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -12.9% | 4,292 | $377K |
| Level Wealth Management LLC | 0.26% | — | 4,263 | $374K |
| Grantvest Financial Group LLC | 0.42% | — | 4,240 | $372K |
| Plum Street Advisors, LLC | 0.18% | No change | 4,195 | $368K |
| Commerce Bank | 0.00% | No change | 4,168 | $366K |
| Signaturefd, LLC | 0.01% | No change | 4,052 | $356K |
| Core Wealth Partners LLC | 0.20% | Add +7.2% | 4,015 | $353K |
| Two Sigma Securities, LLC | 0.06% | Add +70.6% | 4,005 | $352K |
| World Equity Group, Inc. | 0.07% | New | 3,879 | $341K |
| Cascade Investment Group, Inc. | 0.24% | Reduce -2.7% | 3,807 | $334K |
| Fisher Asset Management | 0.00% | Add +36.6% | 3,749 | $329K |
| NorthCoast Asset Management LLC | 0.00% | No change | 3,700 | $325K |
| National Wealth Management Group, LLC | 0.21% | Reduce -1.1% | 3,673 | $323K |
| Brass Tax Wealth Management, Inc. | 0.07% | No change | 3,590 | $315K |
| Sagespring Wealth Partners, LLC | 0.01% | — | 3,589 | $315K |
| Gentry Private Wealth, LLC | 1.31% | Reduce -2.0% | 3,587 | $315K |
| Continuum Advisory, LLC | 0.04% | Reduce -3.1% | 3,516 | $309K |
| Flagship Harbor Advisors, LLC | 0.02% | Reduce -32.9% | 3,464 | $304K |
| Brown Advisory Inc. | 0.00% | Reduce -18.6% | 3,421 | $300K |
| SWP Financial LLC | 0.18% | No change | 3,404 | $299K |
| Townsquare Capital LLC | 0.00% | Reduce -14.7% | 3,374 | $296K |
| Elevated Capital Advisors, LLC | 0.08% | Reduce -22.7% | 3,336 | $293K |
| Balboa Wealth Partners | 0.07% | Add +38.4% | 3,332 | $293K |
| Diversified Enterprises, LLC | 0.03% | Add +0.3% | 3,329 | $292K |
| Insight Advisors, LLC/ PA | 0.05% | Reduce -13.0% | 3,293 | $289K |
| Transcend Capital Advisors, LLC | 0.02% | Reduce -5.0% | 3,286 | $289K |
| L. Roy Papp & Associates, LLP | 0.03% | No change | 3,260 | $286K |
| Wealth Management Associates, Inc. | 0.12% | No change | 3,253 | $286K |
| Post Resch Tallon Group Inc. | 0.28% | — | 3,263 | $285K |
| Cypress Capital Group | 0.03% | Reduce -69.8% | 3,205 | $281K |
| Clarity Capital Partners LLC | 0.15% | Add +15.9% | 3,189 | $280K |
| Twin City Private Wealth, LLC | 0.25% | Reduce -3.6% | 3,157 | $277K |
| Saxony Capital Management, LLC | 0.24% | Add +2.8% | 3,127 | $275K |
| Summit Investment Advisory Services, LLC | 0.14% | Add +6.8% | 3,112 | $273K |
| Intellectus Partners, LLC | 0.06% | Reduce -24.4% | 3,100 | $272K |
| AQR Capital Management | 0.00% | New | 2,935 | $258K |
| WealthCare Investment Partners, LLC | 0.11% | Reduce -1.4% | 2,947 | $258K |
| HRT Financial LP | 0.00% | Reduce -26.9% | 2,929 | $257K |
| Flagstar Securities, Inc. | 0.06% | Add +30.3% | 2,921 | $257K |
| Alliance Wealth Advisors, LLC | 0.15% | No change | 2,920 | $256K |
| Strategic Financial Concepts, LLC | 0.05% | New | 2,908 | $255K |
| Grove Bank & Trust | 0.04% | No change | 2,900 | $255K |
| Mach-1 Financial Group, LLC | 0.46% | Add +0.7% | 2,884 | $253K |
| Founders Financial Alliance, LLC | 0.07% | Add +0.1% | 2,873 | $252K |
| Thrivent Financial for Lutherans | 0.00% | New | 2,705 | $250K |
| TFB Advisors LLC | 0.07% | Reduce -7.3% | 2,822 | $248K |
| Advisor Resource Council | 0.18% | New | 2,820 | $248K |
| TrueWealth Advisors, LLC | 0.08% | Add +2.0% | 2,819 | $248K |
| Bessemer Group Inc. | 0.00% | No change | 2,810 | $247K |
| Triton Wealth Management, PLLC | 0.13% | Reduce -8.9% | 2,675 | $246K |
| Donor Advised Charitable Giving, Inc. | 0.01% | New | 2,763 | $243K |
| Keybank National Association | 0.00% | Add +6.5% | 2,717 | $239K |
| Novus Advisors, LLC | 0.23% | — | 2,685 | $236K |
| RiverFront Investment Group, LLC | 0.01% | No change | 2,654 | $233K |
| 25 LLC | 0.10% | No change | 2,650 | $233K |
| McDonough Capital Management, Inc | 0.14% | No change | 2,639 | $232K |
| WealthTrust Asset Management, LLC | 0.16% | No change | 2,589 | $227K |
| Narus Financial Partners, LLC | 0.08% | No change | 2,564 | $225K |
| SignalPoint Asset Management, LLC | 0.05% | Reduce -89.0% | 2,539 | $223K |
| Indie Asset Partners, LLC | 0.17% | Reduce -10.6% | 2,521 | $221K |
| Atlas Private Wealth Advisors | 0.03% | Add +0.2% | 2,479 | $218K |
| CW Advisors, LLC | 0.00% | New | 2,445 | $215K |
| Summit Wealth & Retirement Planning, Inc. | 0.07% | Reduce -8.1% | 2,433 | $214K |
| Meridian Wealth Management, LLC | 0.01% | No change | 2,412 | $212K |
| GW Henssler & Associates Ltd. | 0.01% | No change | 2,324 | $211K |
| Manhattan West Asset Management, LLC | 0.06% | No change | 2,400 | $211K |
| LVZ, Inc. | 0.03% | Add +2.1% | 2,383 | $209K |
| D. E. Shaw & Co. | 0.00% | New | 2,374 | $208K |
| Cypress Wealth Services, LLC | 0.04% | No change | 2,366 | $208K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.04% | Add +34.5% | 2,309 | $203K |
| Greenleaf Trust | 0.00% | No change | 2,306 | $203K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | Reduce -81.3% | 2,300 | $202K |
| Mendel Capital Management LLC | 0.12% | Reduce -24.1% | 2,295 | $202K |
| Mayflower Financial Advisors, LLC | 0.03% | No change | 2,293 | $201K |
| FWL Investment Management, LLC | 0.07% | No change | 2,234 | $196K |
| GeoWealth Management, LLC | 0.01% | Reduce -97.3% | 2,210 | $194K |
| Blue Trust, Inc. | 0.00% | Add +2593.6% | 2,101 | $185K |
| Tucker Asset Management LLC | 0.04% | Add +34.2% | 1,979 | $174K |
| Luminist Capital LLC | 0.30% | — | 1,977 | $174K |
| Richard W. Paul & Associates, LLC | 0.06% | Add +0.1% | 1,936 | $170K |
| Peterson Wealth Services | 0.04% | No change | 1,615 | $142K |
| CoreCap Advisors, LLC | 0.01% | Reduce -1.8% | 1,559 | $137K |
| Tidemark, LLC | 0.05% | Add +0.2% | 1,533 | $135K |
| TD Private Client Wealth LLC | 0.00% | Add +162.9% | 1,517 | $133K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | Reduce -49.8% | 1,371 | $120K |
| Thompson Investment Management, Inc. | 0.02% | New | 1,325 | $116K |
| Operose Advisors LLC | 0.04% | Add +0.4% | 1,190 | $104K |
| Pinnacle Bancorp, Inc. | 0.03% | No change | 1,188 | $104K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 1,154 | $101K |
| JNBA Financial Advisors | 0.01% | Reduce -37.1% | 1,149 | $101K |
| Russell Investments Group, Ltd. | 0.00% | Add +1.1% | 1,133 | $100K |
| Lee Danner & Bass Inc. | 0.01% | New | 1,125 | $99K |
| Stephens Consulting, LLC | 0.02% | Add +20.6% | 1,069 | $94K |
| Knuff & Co LLC | 0.03% | New | 1,000 | $88K |
| Glassman Wealth Services | 0.01% | No change | 1,000 | $88K |
| Financial Gravity Companies, Inc. | 0.02% | New | 985 | $87K |
| Fifth Third Bancorp | 0.00% | No change | 960 | $84K |
| Criterion Capital Advisors, LLC | 0.05% | No change | 910 | $76K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -10.2% | 862 | $75K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -15.1% | 842 | $74K |
| Hexagon Capital Partners LLC | 0.01% | No change | 828 | $73K |
| PSI Advisors, LLC | 0.02% | No change | 820 | $72K |
| MPWM Advisory Solutions, LLC | 0.05% | — | 817 | $72K |
| Anchor Investment Management, LLC | 0.01% | No change | 800 | $70K |
| Plante Moran Financial Advisors, LLC | 0.01% | Add +15.5% | 747 | $66K |
| AlphaMark Advisors, LLC | 0.03% | No change | 700 | $61K |
| Luken Investment Analytics, LLC | 0.02% | No change | 568 | $50K |
| Albion Financial Group | 0.00% | No change | 509 | $45K |
| Bokf, NA | 0.00% | No change | 502 | $43K |
| Kestra Investment Management, LLC | 0.00% | New | 433 | $38K |
| Evelyn Partners Investment Management LLP | 0.00% | — | 400 | $35K |
| Financial Perspectives, Inc | 0.01% | No change | 381 | $33K |
| Asset Dedication, LLC | 0.00% | No change | 368 | $32K |
| FLP Wealth Management, LLC | 0.08% | — | 342 | $30K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 320 | $28K |
| Centennial Bank | 0.01% | Reduce -80.0% | 320 | $28K |
| Mather Group, Llc. | 0.00% | No change | 319 | $28K |
| Whittier Trust Co. | 0.00% | No change | 310 | $27K |
| Wagner Wealth Management, LLC | 0.01% | Add +2.7% | 306 | $27K |
| Davis Capital Management | 0.02% | No change | 301 | $26K |
| Hazlett, Burt & Watson, Inc. | 0.01% | Add +55.5% | 297 | $26K |
| Salomon & Ludwin, LLC | 0.00% | No change | 275 | $24K |
| Raffa Wealth Management, LLC | 0.01% | Reduce -0.4% | 267 | $23K |
| Sachetta, LLC | 0.01% | No change | 255 | $22K |
| Decker Retirement Planning Inc. | 0.01% | — | 245 | $22K |
| IAG Wealth Partners, LLC | 0.00% | No change | 235 | $21K |
| Family CFO Inc | 0.01% | New | 218 | $19K |
| Bank of Montreal | 0.00% | No change | 202 | $18K |
| Quest 10 Wealth Builders, Inc. | 0.02% | — | 200 | $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% | Reduce -3.1% | 189 | $17K |
| BankPlus Trust Department | 0.01% | — | 175 | $15K |
| Sugarloaf Wealth Management, LLC | 0.00% | New | 153 | $13K |
| Key Financial Inc | 0.00% | No change | 141 | $12K |
| Creekmur Asset Management LLC | 0.00% | Reduce -63.2% | 107 | $9K |
| LRI Investments, LLC | 0.00% | No change | 100 | $9K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 93 | $8K |
| RE Dickinson Investment Advisors, LLC | 0.01% | No change | 79 | $7K |
| Caitlin John, LLC | 0.00% | No change | 75 | $7K |
| Cranbrook Wealth Management, LLC | 0.00% | No change | 75 | $7K |
| Transce3nd, LLC | 0.00% | — | 74 | $6K |
| Lanark Financial, Inc. | 0.54% | — | 67 | $6K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 51 | $4K |
| Wood Tarver Financial Group, LLC | 0.00% | — | 48 | $4K |
| Eukles Asset Management | 0.00% | No change | 29 | $3K |
| Beacon Capital Management, LLC | 0.00% | No change | 27 | $2K |
| Capital A Wealth Management, LLC | 0.00% | — | 22 | $2K |
| Headlands Technologies LLC | 0.00% | Reduce -99.6% | 1 | $88 |
"% of holder's portfolio" is FTCS's weight in each manager's 13F, not the share of First Trust Capital Strength the manager owns.