First Trust Capital StrengthFTCSETF
13F holders, Q1 2025 (March 31)At the end of Q1 2025, 533 institutions reported holding First Trust Capital Strength (FTCS) in their 13F filings, down 5 from Q4 2024. 45 opened new positions and 43 sold out. The largest holders were LPL Financial LLC ($687.0M), Morgan Stanley ($531.9M) and Raymond James Financial Inc. ($479.0M). 3 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 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 45 | $167.0M |
| Exits | 43 | $44.5M |
All 13F filers, Q4 2024 → Q1 2025: 4,676,419 shares bought and 4,484,376 shares sold, net +192,043 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 533 holders
| LPL Financial LLC | 0.27% | Add +1.6% | 7,664,395 | $687.0M |
| Morgan Stanley | 0.04% | Reduce -4.4% | 5,933,299 | $531.9M |
| Raymond James Financial Inc. | 0.18% | Reduce -5.0% | 5,343,718 | $479.0M |
| Wells Fargo & Company | 0.07% | Reduce -6.7% | 3,250,391 | $291.4M |
| Goldman Sachs Group Inc. | 0.04% | Add +503.2% | 2,234,549 | $200.3M |
| Bank of America Corp. | 0.01% | Reduce -1.5% | 1,689,203 | $151.4M |
| UBS Group AG | 0.03% | Reduce -7.9% | 1,482,591 | $132.9M |
| Cetera Investment Advisers | 0.25% | New | 1,466,900 | $131.5M |
| Commonwealth Equity Services, LLC | 0.18% | Reduce -7.9% | 1,400,728 | $125.6M |
| Osaic Holdings, Inc. | 0.25% | Add +8.2% | 1,274,001 | $114.2M |
| Royal Bank of Canada | 0.03% | Reduce -10.5% | 1,259,518 | $112.9M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -9.2% | 1,188,030 | $106.5M |
| Cambridge Investment Research Advisors, Inc. | 0.32% | Reduce -4.3% | 1,054,497 | $94.5M |
| Ameriprise Financial Inc. | 0.02% | Reduce -7.2% | 953,101 | $85.5M |
| Private Advisor Group, LLC | 0.44% | Reduce -4.4% | 808,253 | $72.5M |
| Stifel Financial Corp. | 0.07% | Reduce -19.7% | 706,065 | $63.3M |
| Harbour Investments, Inc. | 1.55% | Reduce -2.8% | 603,096 | $54.1M |
| Truist Financial Corp. | 0.08% | Reduce -14.2% | 569,323 | $51.0M |
| Pollock Investment Advisors, LLC | 37.86% | Reduce -5.2% | 522,464 | $46.8M |
| Park National Corp. | 1.55% | Reduce -2.0% | 471,648 | $42.3M |
| MML Investors Services, LLC | 0.14% | Add +4.9% | 460,053 | $41.2M |
| Jones Financial Companies LLLP | 0.03% | Add +74.0% | 430,512 | $38.1M |
| Silver Oak Securities, Incorporated | 3.53% | Reduce -1.3% | 425,544 | $37.7M |
| Kestra Advisory Services, LLC | 0.18% | Reduce -17.1% | 417,954 | $37.5M |
| Concurrent Investment Advisors, LLC | 0.91% | Add +12.8% | 417,074 | $37.4M |
| Baird Financial Group, Inc. | 0.07% | Reduce -17.3% | 378,264 | $33.9M |
| American Financial Advisors, LLC | 4.88% | Reduce -1.8% | 375,398 | $33.7M |
| IFG Advisory, LLC | 1.63% | Reduce -0.2% | 327,499 | $29.4M |
| Archer Investment Corp | 7.49% | Add +2.3% | 322,095 | $28.9M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +0.1% | 304,616 | $27.3M |
| Janney Montgomery Scott LLC | 0.08% | Reduce -0.1% | 302,092 | $27.1M |
| Gratus Wealth Advisors, LLC | 4.35% | Add +3.1% | 295,779 | $26.5M |
| D.A. Davidson & Co. | 0.20% | Reduce -21.5% | 275,723 | $24.7M |
| Randall & Associates Wealth Management | 19.22% | Add +1.9% | 260,113 | $23.3M |
| NewEdge Advisors, LLC | 0.14% | Add +16.0% | 201,010 | $23.2M |
| Regal Investment Advisors LLC | 1.87% | Add +4.8% | 257,687 | $23.1M |
| Avantax Advisory Services, Inc. | 0.13% | Reduce -6.1% | 243,329 | $21.8M |
| Prospera Financial Services Inc | 0.47% | Reduce -3.7% | 229,551 | $20.6M |
| Scarborough Advisors, LLC | 2.91% | Add +2.5% | 227,641 | $20.4M |
| Arax Advisory Partners | 1.29% | Reduce -31.6% | 223,508 | $20.0M |
| HBK Sorce Advisory LLC | 0.58% | Add +5.5% | 220,563 | $19.8M |
| Heck Capital Advisors, LLC | 2.01% | Reduce -1.4% | 199,030 | $17.8M |
| Evelyn Partners Investment Management (Europe) Ltd | 6.58% | Reduce -4.9% | 196,052 | $17.6M |
| Atria Wealth Solutions, Inc. | 0.20% | Reduce -35.5% | 181,394 | $16.3M |
| Vestmark Advisory Solutions, Inc. | 0.42% | Reduce -12.5% | 180,317 | $16.2M |
| Ergawealth Advisors, Inc. | 7.63% | Reduce -10.8% | 171,678 | $15.4M |
| Sargent Investment Group, LLC | 2.38% | Add +7.6% | 166,580 | $14.9M |
| Stratos Wealth Partners, LTD. | 0.23% | Reduce -51.5% | 166,466 | $14.9M |
| Rockefeller Capital Management L.P. | 0.04% | Add +1.4% | 161,755 | $14.5M |
| Mariner, LLC | 0.02% | Reduce -3.9% | 160,629 | $14.4M |
| Oppenheimer & Co. Inc. | 0.21% | Add +2.5% | 158,085 | $14.2M |
| tru Independence LLC | 4.18% | Add +8.8% | 150,353 | $13.5M |
| Investors Research Corp | 2.86% | Add +8.1% | 147,089 | $13.2M |
| PNC Financial Services Group, Inc. | 0.01% | Add +3.1% | 138,974 | $12.5M |
| HighTower Advisors, LLC | 0.01% | Add +0.8% | 122,825 | $11.0M |
| Creative Planning | 0.01% | Add +263.6% | 120,332 | $10.8M |
| Kestra Private Wealth Services, LLC | 0.18% | Reduce -31.5% | 118,521 | $10.6M |
| Golden State Wealth Management, LLC | 1.57% | Reduce -1.6% | 117,796 | $10.6M |
| Virtus Wealth Solutions LLC | 3.19% | Reduce -2.1% | 117,355 | $10.5M |
| Gateway Wealth Partners, LLC | 2.36% | Add +22.1% | 117,185 | $10.5M |
| Western Wealth Management, LLC | 0.68% | Reduce -19.4% | 114,822 | $10.3M |
| PFG Advisors | 0.56% | Reduce -8.8% | 112,658 | $10.1M |
| Holistic Financial Partners | 4.72% | Add +3.4% | 109,312 | $9.8M |
| First Horizon Advisors, Inc. | 0.28% | Add +13.8% | 109,032 | $9.8M |
| Great Valley Advisor Group, Inc. | 0.21% | Reduce -4.4% | 107,266 | $9.6M |
| Walkner Condon Financial Advisors LLC | 1.90% | Reduce -30.4% | 105,008 | $9.4M |
| Integrated Wealth Concepts LLC | 0.11% | Reduce -6.1% | 104,494 | $9.4M |
| Solano Wealth Investment Advisors LLC | 5.71% | Reduce -4.0% | 102,984 | $9.2M |
| Valmark Advisers, Inc. | 0.14% | Reduce -40.2% | 102,659 | $9.2M |
| Arkadios Wealth Advisors | 0.35% | Add +3.8% | 102,439 | $9.2M |
| Steward Partners Investment Advisory, LLC | 0.08% | Add +1.2% | 100,914 | $9.0M |
| Concentrum Wealth Management | 3.34% | Add +7.2% | 100,641 | $9.0M |
| Equitable Holdings, Inc. | 0.08% | Add +1.7% | 98,223 | $8.8M |
| TD Capital Management LLC | 0.84% | Reduce -4.1% | 92,099 | $8.3M |
| RiverTree Advisors, LLC | 5.48% | Reduce -0.5% | 91,323 | $8.2M |
| AE Wealth Management LLC | 0.07% | Reduce -4.4% | 90,214 | $8.1M |
| Southland Equity Partners LLC | 1.85% | Add +3.0% | 88,663 | $7.9M |
| Morey & Quinn Wealth Partners, LLC | 6.48% | Add +0.7% | 87,308 | $7.8M |
| Bank Hapoalim BM | 1.15% | No change | 85,000 | $7.6M |
| Kingsview Wealth Management, LLC | 0.14% | Add +4.1% | 83,794 | $7.5M |
| KPP Advisory Services LLC | 1.41% | Add +0.3% | 82,934 | $7.4M |
| Citadel Advisors | 0.01% | Add +132.0% | 82,866 | $7.4M |
| Atria Investments, Inc | 0.09% | New | 79,264 | $7.1M |
| Siligmueller & Norvid Wealth Advisors LLC | 2.97% | Add +6.2% | 78,277 | $7.0M |
| Sigma Planning Corp | 0.21% | Add +0.1% | 75,201 | $6.7M |
| Benjamin Edwards Inc. | 0.09% | Reduce -65.1% | 74,880 | $6.7M |
| Snowden Capital Advisors LLC | 0.21% | Reduce -8.0% | 74,006 | $6.6M |
| GPS Wealth Strategies Group, LLC | 0.88% | Reduce -7.0% | 72,473 | $6.5M |
| Stephens Inc. | 0.10% | Add +0.6% | 72,331 | $6.5M |
| PCG Wealth Advisors, LLC | 2.25% | Reduce -1.2% | 72,081 | $6.5M |
| Plotkin Financial Advisors, LLC | 3.93% | Reduce -0.1% | 71,243 | $6.4M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Reduce -5.1% | 69,725 | $6.3M |
| Commonwealth Financial Services, LLC | 1.26% | New | 68,388 | $6.1M |
| Assetmark, Inc. | 0.02% | Reduce -25.6% | 65,403 | $5.9M |
| Lanark Financial, Inc. | 0.50% | — | 65,028 | $5.8M |
| ABLE Financial Group, LLC | 1.61% | Reduce -62.0% | 63,984 | $5.7M |
| IMG Wealth Management, Inc. | 5.12% | Add +3.1% | 63,603 | $5.7M |
| IHT Wealth Management, LLC | 0.17% | Reduce -1.8% | 60,659 | $5.4M |
| FSB Premier Wealth Management, Inc. | 2.12% | Reduce -9.4% | 60,560 | $5.4M |
| Key Client Fiduciary Advisors, LLC | 2.50% | Reduce -1.3% | 60,399 | $5.4M |
| Ameritas Advisory Services, LLC | 0.22% | Reduce -5.8% | 61,120 | $5.4M |
| Purus Wealth Management, LLC | 2.26% | Reduce -0.9% | 59,182 | $5.3M |
| Claris Financial LLC | 3.42% | No change | 59,319 | $5.2M |
| Shelton Wealth Management, LLC | 2.95% | Reduce -3.4% | 57,441 | $5.1M |
| Intellus Advisors LLC | 0.89% | Add +2.5% | 56,569 | $5.1M |
| MAI Capital Management | 0.04% | Reduce -4.8% | 56,353 | $5.1M |
| ORBA Wealth Advisors, L.L.C. | 2.51% | Add +15.0% | 55,615 | $5.0M |
| StoneX Group Inc. | 0.27% | Reduce -27.0% | 55,160 | $4.9M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -2.2% | 55,144 | $4.9M |
| Y.D. More Investments Ltd | 0.43% | Add +1.2% | 54,309 | $4.9M |
| Kingswood Wealth Advisors, LLC | 0.44% | Reduce -43.4% | 53,467 | $4.8M |
| World Investment Advisors | 0.12% | Reduce -15.3% | 52,731 | $4.7M |
| Avior Wealth Management, LLC | 0.18% | Add +2.5% | 52,017 | $4.7M |
| Tradition Wealth Management, LLC | 0.41% | Reduce -0.1% | 51,949 | $4.7M |
| Foundations Investment Advisors, LLC | 0.09% | Reduce -15.5% | 51,684 | $4.6M |
| Atlas Wealth LLC | 2.51% | Add +0.8% | 51,346 | $4.6M |
| Secure Asset Management, LLC | 0.92% | Add +3.8% | 50,947 | $4.6M |
| Independent Financial Group, LLC | 0.16% | Reduce -0.4% | 50,827 | $4.6M |
| &partners | 0.05% | Reduce -15.3% | 51,691 | $4.5M |
| Citigroup Inc. | 0.00% | Reduce -1.5% | 49,726 | $4.5M |
| Lokken Investment Group LLC | 1.85% | Add +3.9% | 48,959 | $4.4M |
| Good Life Advisors, LLC | 0.30% | Reduce -22.4% | 48,094 | $4.3M |
| Kaydan Wealth Management, Inc. | 1.38% | Reduce -5.8% | 48,032 | $4.3M |
| Barrett & Company, Inc. | 1.85% | Add +0.0% | 47,924 | $4.3M |
| Aptus Capital Advisors, LLC | 0.05% | Add +2.0% | 46,914 | $4.2M |
| Triumph Capital Management | 1.40% | Add +1.1% | 46,853 | $4.2M |
| Signature Estate & Investment Advisors LLC | 0.11% | Reduce -0.2% | 46,467 | $4.2M |
| B. Riley Wealth Advisors, Inc. | 0.13% | New | 46,434 | $4.2M |
| Global Assets Advisory, LLC | 0.78% | Add +195.8% | 48,246 | $4.1M |
| J.W. Cole Advisors, Inc. | 0.13% | Add +21.1% | 45,400 | $4.1M |
| Stonehaven Wealth & Tax Solutions, LLC | 4.29% | Add +43.2% | 45,320 | $4.1M |
| DHJJ Financial Advisors, Ltd. | 1.62% | Reduce -9.7% | 44,943 | $4.0M |
| Dynamic Advisor Solutions LLC | 0.13% | Reduce -6.4% | 43,765 | $3.9M |
| Perennial Investment Advisors, LLC | 0.44% | Reduce -3.9% | 43,651 | $3.9M |
| Brueske Advisory Services, LLC | 3.66% | Reduce -0.6% | 43,090 | $3.9M |
| IFP Advisors, Inc | 0.12% | Reduce -35.7% | 42,812 | $3.8M |
| Waterloo Capital, L.P. | 0.35% | Reduce -6.6% | 42,459 | $3.8M |
| Roman Butler Fullerton & Co. | 1.48% | Reduce -8.8% | 43,554 | $3.8M |
| Forefront Wealth Partners, LLC | 2.53% | Reduce -6.1% | 41,528 | $3.7M |
| SLT Holdings LLC | 3.68% | Reduce -5.0% | 41,371 | $3.7M |
| Waterfront Wealth Inc. | 0.90% | Add +0.7% | 41,345 | $3.7M |
| Principal Securities, Inc. | 0.08% | No change | 42,036 | $3.7M |
| Virtue Capital Management, LLC | 0.43% | New | 40,708 | $3.7M |
| JPMorgan Chase & Co. | 0.00% | Add +2.2% | 40,482 | $3.6M |
| Wetzel Investment Advisors, Inc. | 1.82% | Reduce -7.5% | 40,070 | $3.6M |
| Guardian Wealth Advisors, LLC / NC | 0.28% | Reduce -8.4% | 39,314 | $3.5M |
| Paragon Private Wealth Management, LLC | 1.61% | Reduce -20.1% | 38,688 | $3.5M |
| Financial Advocates Investment Management | 0.24% | Add +0.4% | 38,483 | $3.4M |
| Strategic Blueprint, LLC | 0.19% | Reduce -5.7% | 38,046 | $3.4M |
| Integrity Alliance, Llc. | 0.13% | New | 37,266 | $3.3M |
| Essex Financial Services, Inc. | 0.24% | Reduce -5.6% | 36,678 | $3.3M |
| Cwm, LLC | 0.01% | Reduce -3.2% | 35,777 | $3.2M |
| Boyce & Associates Wealth Consulting, Inc. | 3.19% | Reduce -3.7% | 35,577 | $3.2M |
| Forge Financial Services LLC | 2.76% | Reduce -3.0% | 34,888 | $3.1M |
| Comerica Bank | 0.01% | Reduce -0.8% | 34,758 | $3.1M |
| Perissos Private Wealth Management, LLC | 2.76% | Reduce -4.1% | 33,753 | $3.0M |
| Delos Wealth Advisors, LLC | 2.36% | Add +0.0% | 33,280 | $3.0M |
| International Assets Investment Management, LLC | 0.26% | Reduce -18.4% | 32,568 | $2.9M |
| TCFG Wealth Management, LLC | 1.44% | Reduce -1.0% | 31,867 | $2.9M |
| Visionary Wealth Advisors | 0.17% | Reduce -12.8% | 31,239 | $2.8M |
| Daymark Wealth Partners, LLC | 0.12% | Add +0.6% | 30,943 | $2.8M |
| Clear Creek Financial Management, LLC | 0.28% | Reduce -14.7% | 30,640 | $2.7M |
| Ausdal Financial Partners, Inc. | 0.21% | Reduce -10.1% | 30,472 | $2.7M |
| Geneos Wealth Management Inc. | 0.09% | Add +1.7% | 30,085 | $2.7M |
| Cozad Asset Management Inc. | 0.26% | Reduce -1.6% | 29,563 | $2.7M |
| 1776 Wealth LLC | 1.22% | Reduce -0.4% | 29,547 | $2.6M |
| Centerpoint Advisory Group | 2.60% | Reduce -2.3% | 29,486 | $2.6M |
| FMR LLC | 0.00% | Add +26.1% | 29,440 | $2.6M |
| Cornerstone Wealth Management, LLC | 0.18% | Reduce -7.3% | 29,253 | $2.6M |
| Intrua Financial, LLC | 0.41% | Reduce -3.8% | 29,103 | $2.6M |
| Wedbush Securities Inc. | 0.10% | Add +17.1% | 28,991 | $2.6M |
| Gladstone Institutional Advisory LLC | 0.12% | Add +2.3% | 28,591 | $2.6M |
| Synovus Financial Corp. | 0.03% | Reduce -5.7% | 28,431 | $2.5M |
| Cambridge Advisors Inc. | 0.55% | Reduce -0.5% | 27,900 | $2.5M |
| Advisory Alpha, LLC | 0.08% | Reduce -4.1% | 27,385 | $2.5M |
| Jaffetilchin Investment Partners, LLC | 0.17% | Add +1.7% | 26,505 | $2.4M |
| Fermata Advisors, LLC | 0.43% | Reduce -0.4% | 26,296 | $2.4M |
| Envision Financial LLC | 1.78% | Reduce -0.4% | 26,283 | $2.4M |
| Truvestments Capital LLC | 0.51% | Reduce -12.3% | 26,263 | $2.4M |
| Marshall Investment Management, LLC | 1.46% | Reduce -10.2% | 26,211 | $2.3M |
| OneDigital Investment Advisors LLC | 0.03% | Reduce -55.7% | 25,518 | $2.3M |
| Strategy Asset Managers LLC | 0.45% | Reduce -7.0% | 24,407 | $2.2M |
| Moloney Securities Asset Management, LLC | 0.30% | Reduce -5.2% | 24,238 | $2.2M |
| Quad-Cities Investment Group, LLC | 1.05% | Reduce -0.6% | 23,762 | $2.1M |
| Nilsine Partners, LLC | 0.23% | Reduce -79.3% | 23,716 | $2.1M |
| Midwest Financial Network, LLC | 2.12% | Add +3.3% | 23,659 | $2.1M |
| RFG Advisory, LLC | 0.06% | Reduce -5.3% | 23,419 | $2.1M |
| Apollon Wealth Management, LLC | 0.05% | Reduce -5.7% | 23,175 | $2.1M |
| Pine Valley Investments Ltd Liability Co | 0.13% | Reduce -39.3% | 22,428 | $2.0M |
| Capital Analysts, LLC | 0.07% | Add +16.1% | 22,332 | $2.0M |
| Kapstone Financial Advisors LLC | 1.13% | Add +6.5% | 22,187 | $2.0M |
| ForthRight Wealth Management, LLC | 0.66% | Reduce -9.5% | 22,087 | $2.0M |
| OneAscent Financial Services LLC | 0.13% | Reduce -50.7% | 22,069 | $2.0M |
| Winebrenner Capital Management LLC | 1.75% | Reduce -4.3% | 21,655 | $1.9M |
| Bank of New York Mellon Corp | 0.00% | Reduce -31.6% | 21,653 | $1.9M |
| DeDora Capital, Inc. | 0.56% | Reduce -8.6% | 21,628 | $1.9M |
| BlueChip Wealth Advisors LLC | 0.94% | Reduce -2.3% | 21,346 | $1.9M |
| Capital Investment Advisory Services, LLC | 0.17% | Reduce -3.2% | 21,334 | $1.9M |
| Trueblood Wealth Management, LLC | 0.88% | Reduce -8.9% | 21,093 | $1.9M |
| Prosperity Consulting Group, LLC | 0.14% | Reduce -5.8% | 20,645 | $1.9M |
| ERn Financial, LLC | 0.29% | Reduce -2.7% | 20,301 | $1.8M |
| HFG Advisors, Inc. | 1.53% | Reduce -1.3% | 19,956 | $1.8M |
| Mutual Advisors, LLC | 0.05% | Add +2.5% | 20,541 | $1.8M |
| Cottonwood Capital Advisors, LLC | 1.30% | Reduce -4.2% | 19,774 | $1.8M |
| Darwin Wealth Management, LLC | 0.59% | No change | 20,080 | $1.8M |
| Sovran Advisors, LLC | 0.23% | Reduce -8.5% | 20,061 | $1.7M |
| Mgo One Seven LLC | 0.07% | Reduce -5.0% | 19,305 | $1.7M |
| Park Avenue Securities LLC | 0.02% | Reduce -8.7% | 18,935 | $1.7M |
| Tower Research Capital LLC (TRC) | 0.05% | Add +3.5% | 18,810 | $1.7M |
| Peak Planning Group, LLC | 0.70% | Add +0.1% | 18,452 | $1.7M |
| Jane Street Group, LLC | 0.00% | Reduce -11.8% | 18,452 | $1.7M |
| Flow Traders U.S. LLC | 0.07% | Reduce -44.0% | 18,450 | $1.7M |
| Iams Wealth Management, LLC | 0.76% | Reduce -52.2% | 18,395 | $1.6M |
| Nations Financial Group Inc, /Ia/ | 0.12% | Reduce -68.0% | 18,193 | $1.6M |
| Onyx Bridge Wealth Group LLC | 0.23% | Reduce -5.5% | 18,074 | $1.6M |
| Cherry Creek Investment Advisors, Inc. | 0.84% | Reduce -3.2% | 18,056 | $1.6M |
| Coppell Advisory Solutions LLC | 0.22% | New | 18,352 | $1.6M |
| Ashton Thomas Private Wealth, LLC | 0.06% | Reduce -4.7% | 17,626 | $1.6M |
| Sequent Planning LLC | 0.56% | Add +4.2% | 17,260 | $1.5M |
| LaSalle St. Investment Advisors, LLC | 0.36% | Reduce -1.7% | 17,143 | $1.5M |
| Richmond Investment Services, LLC | 0.83% | Reduce -2.6% | 17,129 | $1.5M |
| Summit Financial, LLC | 0.04% | Add +13.4% | 16,962 | $1.5M |
| Wisconsin Wealth Advisors, LLC | 2.17% | Add +13.8% | 16,860 | $1.5M |
| Arete Wealth Advisors, LLC | 0.11% | Reduce -47.4% | 16,744 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | Reduce -68.3% | 16,660 | $1.5M |
| Beacon Financial Group | 0.16% | No change | 16,650 | $1.5M |
| Captrust Financial Advisors | 0.00% | Add +93.6% | 16,384 | $1.5M |
| First PREMIER Bank | 0.37% | Reduce -2.1% | 16,327 | $1.5M |
| Creative Financial Designs Inc. | 0.12% | Reduce -20.3% | 16,112 | $1.4M |
| Stonebridge Financial Planning Group, LLC | 0.65% | Add +0.3% | 15,923 | $1.4M |
| Beacon Pointe Advisors, LLC | 0.02% | Reduce -11.5% | 15,820 | $1.4M |
| Beacon Financial Advisory LLC | 0.43% | Reduce -12.3% | 15,703 | $1.4M |
| Rehmann Capital Advisory Group | 0.09% | Reduce -19.1% | 15,619 | $1.4M |
| Private Trust Co. NA | 0.14% | Reduce -0.3% | 15,564 | $1.4M |
| Prosperity Financial Group, Inc. | 0.68% | Add +25.2% | 15,304 | $1.4M |
| Whitaker-Myers Wealth Managers, LTD. | 0.38% | Reduce -5.2% | 15,301 | $1.4M |
| Integrity Financial Corp | 0.77% | Reduce -7.2% | 15,223 | $1.4M |
| US Bancorp \de | 0.00% | Add +38.2% | 15,040 | $1.3M |
| Legacy Capital Wealth Partners, LLC | 0.33% | Add +145.7% | 14,894 | $1.3M |
| Twin Peaks Wealth Advisors, LLC | 0.61% | Reduce -15.4% | 15,272 | $1.3M |
| QTR Family Wealth, LLC | 1.00% | — | 14,732 | $1.3M |
| Keystone Wealth Services, LLC | 0.36% | No change | 14,703 | $1.3M |
| Stillwater Wealth Management Group | 1.14% | Add +172.0% | 14,699 | $1.3M |
| Strategic Planning Group, LLC | 0.26% | Add +16.4% | 14,640 | $1.3M |
| Beck Bode, LLC | 0.24% | Reduce -16.4% | 14,625 | $1.3M |
| Smith, Moore & Co. | 0.12% | Add +3.5% | 14,451 | $1.3M |
| Axxcess Wealth Management, LLC | 0.04% | Add +2.1% | 14,384 | $1.3M |
| Woodmont Investment Counsel LLC | 0.09% | Add +21.8% | 14,027 | $1.3M |
| Keystone Financial Services, LLC | 1.05% | Add +7.4% | 13,892 | $1.2M |
| Sowell Financial Services LLC | 0.06% | New | 13,831 | $1.2M |
| Holos Integrated Wealth LLC | 0.77% | Reduce -0.2% | 13,159 | $1.2M |
| Pinnacle Family Advisors, LLC | 0.64% | Reduce -31.7% | 13,064 | $1.2M |
| Oxford Financial Group, LTD. LLC | 0.08% | No change | 12,800 | $1.1M |
| Avantax Planning Partners, Inc. | 0.04% | Reduce -3.5% | 12,656 | $1.1M |
| PFG Investments, LLC | 0.07% | Add +3.7% | 12,544 | $1.1M |
| Keystone Financial Group | 0.11% | Reduce -0.6% | 12,418 | $1.1M |
| Savvy Advisors, Inc. | 0.11% | Reduce -6.7% | 12,292 | $1.1M |
| Moneywise, Inc. | 0.58% | Reduce -7.7% | 12,180 | $1.1M |
| Farther Finance Advisors, LLC | 0.03% | Add +24.2% | 11,958 | $1.1M |
| NewEdge Wealth, LLC | 0.02% | Reduce -41.2% | 11,936 | $1.1M |
| First Trust Advisors LP | 0.00% | Reduce -3.0% | 11,684 | $1.0M |
| Orion Porfolio Solutions, LLC | 0.01% | New | 4,709 | $1.0M |
| Orion Portfolio Solutions, LLC | 0.01% | New | 4,709 | $1.0M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -60.8% | 11,523 | $1.0M |
| WCG Wealth Advisors LLC | 0.08% | Reduce -17.2% | 11,391 | $1.0M |
| Private Advisory Group LLC | 0.12% | Add +3.8% | 11,247 | $1.0M |
| WealthBridge Capital Management, LLC | 0.28% | Reduce -0.7% | 11,183 | $1.0M |
| Thoroughbred Financial Services, LLC | 0.06% | Reduce -1.0% | 11,068 | $992K |
| Savant Capital, LLC | 0.01% | Add +12.7% | 11,045 | $990K |
| West Michigan Advisors, LLC | 0.33% | Reduce -5.7% | 11,023 | $988K |
| Chicago Partners Investment Group LLC | 0.03% | Add +0.3% | 11,016 | $983K |
| WASHINGTON TRUST Co | 0.04% | Reduce -32.2% | 10,950 | $982K |
| KMG Fiduciary Partners, LLC | 0.08% | Add +5.8% | 10,928 | $980K |
| Arbor Capital Management Inc. | 0.95% | Add +7.5% | 10,909 | $978K |
| Advisory Services Network, LLC | 0.02% | Reduce -18.0% | 10,887 | $976K |
| Focus Financial Network, Inc. | 0.04% | Add +0.1% | 10,866 | $974K |
| Investment Planning Advisors, Inc. | 0.39% | Add +3.6% | 10,790 | $967K |
| City Holding Co. | 0.13% | Reduce -1.2% | 10,493 | $941K |
| Inscription Capital, LLC | 0.15% | — | 10,857 | $930K |
| Tyler-Stone Wealth Management | 0.17% | Reduce -13.7% | 10,296 | $923K |
| Wealthcare Advisory Partners LLC | 0.02% | Add +1.9% | 10,291 | $922K |
| Puff Wealth Management, LLC | 1.63% | Add +8.5% | 10,287 | $922K |
| Saxon Interests, Inc. | 0.43% | No change | 10,264 | $920K |
| Schwallier Wealth Management LLC | 0.67% | Reduce -1.9% | 10,123 | $907K |
| Jacobi Capital Management LLC | 0.07% | Reduce -9.7% | 10,081 | $904K |
| GSG Advisors LLC | 0.29% | Add +0.1% | 10,206 | $882K |
| Kovack Advisors, Inc. | 0.09% | Reduce -1.4% | 9,699 | $869K |
| GAMMA Investing LLC | 0.07% | Add +3.9% | 9,679 | $868K |
| LeClair Wealth Partners LLC | 0.62% | Reduce -1.0% | 9,530 | $854K |
| Cresset Asset Management, LLC | 0.00% | Reduce -1.2% | 9,410 | $844K |
| Koshinski Asset Management, Inc. | 0.07% | Reduce -9.6% | 9,406 | $843K |
| Proactive Wealth Strategies LLC | 0.45% | Reduce -1.8% | 9,374 | $840K |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -5.3% | 9,051 | $811K |
| Gilliland Jeter Wealth Management LLC | 0.27% | Reduce -14.7% | 8,513 | $763K |
| Martin Worley Group | 0.43% | Reduce -1.9% | 8,490 | $761K |
| Capital Square, LLC | 0.44% | Reduce -3.6% | 8,443 | $757K |
| Spire Wealth Management | 0.02% | New | 8,428 | $756K |
| Stratos Wealth Advisors, LLC | 0.04% | Add +12.4% | 8,378 | $751K |
| Two Sigma Securities, LLC | 0.11% | Add +106.7% | 8,278 | $742K |
| Allworth Financial LP | 0.00% | Reduce -6.5% | 8,408 | $734K |
| Priebe Wealth Holdings LLC | 0.44% | Reduce -43.2% | 7,831 | $702K |
| Herold Advisors, Inc. | 0.15% | Reduce -14.7% | 7,780 | $698K |
| Lynch & Associates | 0.15% | Add +25.0% | 7,633 | $684K |
| MTM Investment Management, LLC | 0.26% | Reduce -0.3% | 7,564 | $678K |
| CLG LLC | 0.24% | Add +4.1% | 7,561 | $678K |
| Wolff Wiese Magana LLC | 0.45% | Reduce -1.9% | 7,432 | $666K |
| American Institute for Advanced Investment Management, LLP | 0.50% | Reduce -0.5% | 7,378 | $661K |
| Founders Financial Securities LLC | 0.06% | Add +73.0% | 7,451 | $649K |
| Medallion Wealth Advisors, LLC | 0.29% | No change | 7,100 | $636K |
| Revisor Wealth Management LLC | 0.28% | New | 7,040 | $631K |
| Investment Partners Asset Management, Inc. | 0.49% | No change | 7,010 | $628K |
| Spectrum Wealth Advisory Group, LLC | 0.30% | Reduce -2.3% | 6,918 | $620K |
| Trek Financial, LLC | 0.04% | Add +8.2% | 6,895 | $618K |
| Panoramic Investment Advisors, LLC | 0.41% | Reduce -5.4% | 6,810 | $610K |
| Independent Wealth Network Inc. | 0.24% | Reduce -1.7% | 6,806 | $610K |
| AdvisorNet Financial, Inc | 0.04% | Add +11.0% | 6,699 | $601K |
| Meitav Investment House Ltd. | 0.01% | No change | 6,656 | $597K |
| Blair William & Co. | 0.00% | No change | 6,604 | $592K |
| Insigneo Advisory Services, LLC | 0.06% | Reduce -0.2% | 6,578 | $590K |
| Citizens Financial Group Inc. | 0.01% | Add +0.1% | 6,553 | $587K |
| Crux Wealth Advisors | 0.31% | Add +0.2% | 6,546 | $587K |
| HRT Financial LP | 0.00% | Add +114.2% | 6,273 | $562K |
| Formidable Asset Management, LLC | 0.09% | Add +0.1% | 6,209 | $557K |
| Eldridge Investment Advisors, Inc. | 0.13% | No change | 6,164 | $553K |
| O'ROURKE & COMPANY, Inc | 0.27% | Add +0.0% | 6,089 | $546K |
| Kraft, Davis & Associates, LLC | 0.18% | Reduce -2.0% | 6,294 | $544K |
| Wealth Watch Advisors, INC | 0.44% | Add +36.1% | 6,004 | $538K |
| REAP Financial Group, LLC | 0.13% | Reduce -17.9% | 5,891 | $528K |
| HBW Advisory Services LLC | 0.07% | Reduce -38.8% | 5,862 | $525K |
| Pure Financial Advisors, LLC | 0.01% | No change | 5,814 | $521K |
| Voisard Asset Management Group, Inc. | 0.15% | No change | 5,800 | $520K |
| Cyndeo Wealth Partners, LLC | 0.03% | Add +1.4% | 5,767 | $517K |
| Strategic Equity Management | 0.22% | No change | 5,751 | $516K |
| AQR Capital Management | 0.00% | Add +93.9% | 5,690 | $510K |
| Huntleigh Advisors, Inc. | 0.08% | Reduce -5.5% | 5,665 | $508K |
| Ameriflex Group, Inc. | 0.20% | Reduce -41.9% | 5,581 | $500K |
| American Capital Advisory, LLC | 0.27% | Reduce -2.8% | 5,575 | $500K |
| L.M. Kohn & Company | 0.13% | Reduce -14.6% | 5,465 | $490K |
| Elios Financial Group Inc. | 0.24% | Reduce -6.2% | 5,421 | $486K |
| Mission Financial Group, LLC | 0.45% | — | 5,237 | $486K |
| RFG - Bristol Wealth Advisors, LLC | 0.16% | New | 5,388 | $483K |
| Synergy Investment Management, LLC | 0.20% | Reduce -16.6% | 5,374 | $482K |
| Novak & Powell Financial Services, Inc. | 0.30% | Reduce -10.1% | 5,353 | $480K |
| Main Street Financial Solutions, LLC | 0.04% | Reduce -4.5% | 5,318 | $477K |
| Level Four Advisory Services, LLC | 0.02% | Reduce -39.6% | 5,296 | $475K |
| WJ Wealth Management, LLC | 0.17% | Reduce -1.7% | 5,270 | $472K |
| Napatree Capital LLC | 0.26% | New | 5,198 | $466K |
| Principle Wealth Partners LLC | 0.03% | No change | 5,154 | $462K |
| Money Concepts Capital Corp. | 0.03% | Add +0.0% | 5,122 | $459K |
| Larson Financial Group LLC | 0.02% | Add +0.7% | 5,115 | $458K |
| Prime Capital Investment Advisors, LLC | 0.01% | New | 5,114 | $458K |
| Townsquare Capital LLC | 0.00% | Add +51.4% | 5,108 | $458K |
| TL Private Wealth | 0.23% | Add +0.3% | 5,590 | $456K |
| SeaCrest Wealth Management, LLC | 0.05% | Reduce -8.0% | 5,070 | $454K |
| Waverly Advisors, LLC | 0.01% | New | 5,048 | $453K |
| Simplicity Wealth,LLC | 0.04% | Reduce -37.6% | 5,030 | $451K |
| First Heartland Consultants, Inc. | 0.05% | Reduce -0.7% | 4,993 | $448K |
| SageView Advisory Group, LLC | 0.02% | Add +0.2% | 4,944 | $443K |
| Strategies Wealth Advisors, LLC | 0.05% | Add +0.3% | 4,894 | $439K |
| Moors & Cabot, Inc. | 0.02% | Add +3.6% | 4,890 | $438K |
| Clark Capital Management Group, Inc. | 0.00% | Reduce -63.8% | 4,849 | $435K |
| Balance Wealth Partners LLC | 0.28% | — | 4,845 | $434K |
| Brookstone Capital Management | 0.01% | Reduce -10.1% | 4,839 | $434K |
| Collaborative Wealth Managment Inc. | 0.20% | Reduce -1.8% | 4,781 | $429K |
| Peapack Gladstone Financial Corp. | 0.01% | No change | 4,740 | $425K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +6.7% | 4,736 | $425K |
| DAVENPORT & Co LLC | 0.00% | No change | 4,704 | $422K |
| Cascade Investment Group, Inc. | 0.32% | Add +22.9% | 4,678 | $419K |
| Tritonpoint Wealth, LLC | 0.04% | No change | 4,665 | $418K |
| Prasad Wealth Partners, LLC | 0.14% | Add +0.2% | 4,662 | $418K |
| Woodward Diversified Capital, LLC | 0.29% | No change | 4,557 | $408K |
| Fragasso Financial Advisors Inc | 0.03% | Add +0.2% | 4,513 | $405K |
| Fidelis Capital Partners, LLC | 0.04% | No change | 4,620 | $402K |
| Wesbanco Bank Inc. | 0.01% | No change | 4,456 | $399K |
| Modern Wealth Management, LLC | 0.01% | No change | 4,423 | $396K |
| Hilltop Holdings Inc. | 0.03% | Reduce -6.7% | 4,419 | $396K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.06% | Reduce -1.1% | 4,404 | $390K |
| Fairvoy Private Wealth, LLC | 0.11% | Reduce -15.5% | 4,346 | $390K |
| Per Stirling Capital Management, LLC. | 0.06% | No change | 4,322 | $387K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | No change | 4,292 | $385K |
| Level Wealth Management LLC | 0.25% | No change | 4,263 | $382K |
| Nova Wealth Management, Inc. | 0.33% | Reduce -12.5% | 4,248 | $381K |
| Traction Financial Partners, LLC | 0.30% | Reduce -33.5% | 4,224 | $379K |
| Plum Street Advisors, LLC | 0.18% | No change | 4,195 | $376K |
| N.E.W. Advisory Services LLC | 0.03% | New | 4,117 | $369K |
| Retirement Guys Formula LLC | 0.18% | Reduce -23.3% | 4,105 | $368K |
| Signaturefd, LLC | 0.01% | No change | 4,052 | $363K |
| ORG Partners LLC | 0.09% | Reduce -11.2% | 3,950 | $354K |
| Belpointe Asset Management LLC | 0.02% | Reduce -56.3% | 3,843 | $345K |
| Tiaa Trust, National Association | 0.00% | Reduce -14.8% | 3,791 | $340K |
| EPG Wealth Management LLC | 0.09% | Reduce -58.2% | 3,706 | $332K |
| NorthCoast Asset Management LLC | 0.00% | No change | 3,700 | $332K |
| National Wealth Management Group, LLC | 0.22% | Reduce -0.4% | 3,658 | $328K |
| Founders Financial Alliance, LLC | 0.08% | Add +26.2% | 3,626 | $325K |
| Brass Tax Wealth Management, Inc. | 0.07% | No change | 3,590 | $322K |
| Gentry Private Wealth, LLC | 0.26% | No change | 3,587 | $322K |
| Balboa Wealth Partners | 0.08% | Add +7.0% | 3,565 | $320K |
| Grantvest Financial Group LLC | 0.26% | Reduce -16.0% | 3,562 | $319K |
| Harvest Investment Services, LLC | 0.09% | Reduce -31.1% | 3,539 | $317K |
| Continuum Advisory, LLC | 0.04% | Reduce -1.4% | 3,466 | $311K |
| Insight Advisors, LLC/ PA | 0.05% | Add +2.3% | 3,370 | $302K |
| Commerce Bank | 0.00% | Reduce -19.4% | 3,358 | $301K |
| Elevated Capital Advisors, LLC | 0.08% | No change | 3,336 | $299K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -48.1% | 3,308 | $297K |
| L. Roy Papp & Associates, LLP | 0.04% | No change | 3,260 | $292K |
| Twin City Private Wealth, LLC | 0.26% | Add +3.2% | 3,259 | $292K |
| Wealth Management Associates, Inc. | 0.13% | No change | 3,253 | $292K |
| Clarity Capital Partners LLC | 0.12% | No change | 3,189 | $286K |
| Diversified Enterprises, LLC | 0.02% | Reduce -4.2% | 3,189 | $286K |
| Hobart Private Capital, LLC | 0.07% | Reduce -56.8% | 3,162 | $283K |
| SFG Wealth Management, LLC. | 0.14% | Reduce -34.0% | 3,130 | $281K |
| Private Client Services, LLC | 0.14% | Reduce -37.0% | 3,109 | $279K |
| LVZ, Inc. | 0.04% | Add +29.4% | 3,083 | $276K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.05% | Add +32.6% | 3,063 | $275K |
| Advisor Resource Council | 0.02% | Add +8.8% | 3,067 | $275K |
| Cypress Capital Group | 0.04% | Reduce -5.5% | 3,030 | $272K |
| Petix & Botte Co | 0.07% | Reduce -40.6% | 2,994 | $268K |
| Summit Investment Advisory Services, LLC | 0.13% | Reduce -4.5% | 2,971 | $266K |
| Alliance Wealth Advisors, LLC | 0.15% | No change | 2,920 | $262K |
| Independent Advisor Alliance | 0.01% | Reduce -98.8% | 2,917 | $261K |
| Saxony Capital Management, LLC | 0.23% | Reduce -7.2% | 2,902 | $260K |
| Grove Bank & Trust | 0.03% | No change | 2,900 | $260K |
| NWF Advisory Services Inc. | 0.04% | New | 2,850 | $255K |
| Flagstar Securities, Inc. | 0.07% | Reduce -2.8% | 2,839 | $255K |
| Bessemer Group Inc. | 0.00% | No change | 2,810 | $252K |
| CreativeOne Wealth, LLC | 0.01% | New | 2,721 | $244K |
| Novus Advisors, LLC | 0.24% | Add +0.1% | 2,688 | $241K |
| World Equity Group, Inc. | 0.07% | Reduce -31.3% | 2,664 | $239K |
| Brown Advisory Inc. | 0.00% | Reduce -22.1% | 2,666 | $239K |
| RiverFront Investment Group, LLC | 0.01% | No change | 2,654 | $238K |
| 25 LLC | 0.10% | No change | 2,650 | $238K |
| McDonough Capital Management, Inc | 0.15% | No change | 2,639 | $237K |
| Narus Financial Partners, LLC | 0.08% | Add +1.0% | 2,589 | $232K |
| Transcend Capital Advisors, LLC | 0.02% | Reduce -22.9% | 2,532 | $227K |
| Post Resch Tallon Group Inc. | 0.23% | Reduce -22.9% | 2,514 | $224K |
| Sagespring Wealth Partners, LLC | 0.01% | Reduce -30.3% | 2,500 | $224K |
| Delta Investment Management, LLC | 0.05% | New | 2,493 | $223K |
| Atlas Private Wealth Advisors | 0.03% | Add +0.1% | 2,482 | $222K |
| TFB Advisors LLC | 0.06% | Reduce -13.6% | 2,439 | $219K |
| Summit Wealth & Retirement Planning, Inc. | 0.07% | No change | 2,433 | $218K |
| Meridian Wealth Management, LLC | 0.01% | No change | 2,412 | $216K |
| Manhattan West Asset Management, LLC | 0.05% | No change | 2,400 | $215K |
| WealthCare Investment Partners, LLC | 0.09% | Reduce -14.2% | 2,530 | $215K |
| MBE Wealth Management, LLC | 0.10% | New | 2,384 | $214K |
| Indie Asset Partners, LLC | 0.18% | Reduce -5.9% | 2,372 | $213K |
| Cypress Wealth Services, LLC | 0.04% | No change | 2,366 | $212K |
| Corient Private Wealth LP | 0.00% | New | 2,332 | $209K |
| FWL Investment Management, LLC | 0.08% | Add +2.8% | 2,297 | $206K |
| Mendel Capital Management LLC | 0.12% | Add +0.1% | 2,297 | $206K |
| Mayflower Financial Advisors, LLC | 0.03% | No change | 2,293 | $206K |
| Fisher Asset Management | 0.00% | Reduce -40.0% | 2,248 | $202K |
| GTS Securities LLC | 0.01% | New | 2,237 | $201K |
| Merit Financial Group, LLC | 0.00% | New | 2,237 | $200K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 2,232 | $200K |
| Blue Trust, Inc. | 0.00% | No change | 2,101 | $188K |
| Luminist Capital LLC | 0.19% | No change | 1,977 | $177K |
| Albion Financial Group | 0.01% | Add +275.3% | 1,910 | $171K |
| Tucker Asset Management LLC | 0.05% | Reduce -6.8% | 1,844 | $165K |
| Richard W. Paul & Associates, LLC | 0.06% | Reduce -7.1% | 1,799 | $161K |
| EP Wealth Advisors, LLC | 0.00% | New | 1,706 | $153K |
| GeoWealth Management, LLC | 0.01% | Reduce -26.1% | 1,634 | $146K |
| Peterson Wealth Services | 0.05% | No change | 1,615 | $145K |
| Tidemark, LLC | 0.05% | Reduce -5.6% | 1,447 | $130K |
| Brooklyn Investment Group | 0.03% | New | 1,336 | $120K |
| Thompson Investment Management, Inc. | 0.02% | No change | 1,325 | $119K |
| Operose Advisors LLC | 0.04% | Add +0.3% | 1,193 | $107K |
| Pinnacle Bancorp, Inc. | 0.03% | No change | 1,188 | $106K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 1,154 | $103K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -0.9% | 1,123 | $101K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | Reduce -19.0% | 1,111 | $100K |
| SouthState Bank Corp | 0.00% | New | 1,097 | $98K |
| Glassman Wealth Services | 0.01% | No change | 1,000 | $90K |
| Rossby Financial, LCC | 0.04% | New | 1,029 | $89K |
| CoreCap Advisors, LLC | 0.00% | Reduce -39.8% | 938 | $84K |
| Stephens Consulting, LLC | 0.02% | Reduce -17.1% | 886 | $79K |
| Hexagon Capital Partners LLC | 0.01% | No change | 828 | $74K |
| MPWM Advisory Solutions, LLC | 0.05% | No change | 817 | $73K |
| PSI Advisors, LLC | 0.02% | Reduce -2.4% | 800 | $72K |
| Anchor Investment Management, LLC | 0.01% | No change | 800 | $72K |
| Plante Moran Financial Advisors, LLC | 0.01% | No change | 747 | $67K |
| Hanson & Doremus Investment Management | 0.01% | New | 629 | $56K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -23.6% | 659 | $54K |
| Luken Investment Analytics, LLC | 0.02% | No change | 568 | $51K |
| Compass Financial Services Inc | 0.03% | New | 530 | $48K |
| Hazlett, Burt & Watson, Inc. | 0.02% | Add +64.7% | 489 | $44K |
| Fifth Third Bancorp | 0.00% | Reduce -50.4% | 476 | $43K |
| BlackRock, Inc. | 0.00% | New | 450 | $40K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -48.0% | 438 | $39K |
| BankPlus Trust Department | 0.01% | Add +145.1% | 429 | $38K |
| Consultiva Wealth Management, Corp. | 0.13% | New | 420 | $38K |
| Flaharty Asset Management, LLC | 0.01% | New | 414 | $37K |
| Evelyn Partners Investment Management LLP | 0.00% | No change | 400 | $36K |
| Financial Perspectives, Inc | 0.01% | No change | 381 | $34K |
| Asset Dedication, LLC | 0.00% | No change | 368 | $33K |
| Centennial Bank | 0.01% | No change | 320 | $29K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 320 | $29K |
| CENTRAL TRUST Co | 0.00% | New | 320 | $29K |
| Mather Group, Llc. | 0.00% | No change | 319 | $29K |
| Whittier Trust Co. | 0.00% | Add +0.7% | 312 | $28K |
| Davis Capital Management | 0.02% | No change | 301 | $27K |
| Wagner Wealth Management, LLC | 0.01% | Reduce -3.6% | 295 | $26K |
| Salomon & Ludwin, LLC | 0.00% | No change | 275 | $25K |
| Raffa Wealth Management, LLC | 0.01% | Add +0.4% | 268 | $24K |
| Sachetta, LLC | 0.01% | No change | 255 | $23K |
| Financial Gravity Asset Management, Inc. | 0.01% | — | 510 | $23K |
| Hantz Financial Services, Inc. | 0.00% | New | 237 | $21K |
| Family CFO Inc | 0.01% | No change | 218 | $20K |
| Quest 10 Wealth Builders, Inc. | 0.02% | No change | 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 |
| JNBA Financial Advisors | 0.00% | Reduce -82.7% | 199 | $18K |
| Headlands Technologies LLC | 0.00% | Add +19600.0% | 197 | $18K |
| Transce3nd, LLC | 0.01% | Add +133.8% | 173 | $16K |
| Flagship Wealth Advisors, LLC | 0.01% | New | 157 | $14K |
| Key Financial Inc | 0.00% | No change | 141 | $13K |
| DiNuzzo Private Wealth, Inc. | 0.00% | New | 135 | $12K |
| Creekmur Asset Management LLC | 0.00% | No change | 107 | $10K |
| Bank of Montreal | 0.00% | Reduce -49.5% | 102 | $9K |
| LRI Investments, LLC | 0.00% | No change | 100 | $9K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 93 | $8K |
| Country Trust Bank | 0.00% | New | 60 | $5K |
| American National Bank & Trust | 0.00% | New | 55 | $5K |
| Sound Income Strategies, LLC | 0.00% | Add +0.0% | 52 | $5K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -2.0% | 50 | $4K |
| Wood Tarver Financial Group, LLC | 0.00% | No change | 48 | $4K |
| St Germain D J Co. Inc. | 0.00% | New | 38 | $3K |
| Eukles Asset Management | 0.00% | No change | 29 | $3K |
| Beacon Capital Management, LLC | 0.00% | No change | 27 | $2K |
| Pension & Wealth Management Advisors, Inc. | 0.00% | New | 26 | $2K |
| Costello Asset Management, INC | 0.00% | New | 10 | $896 |
| Global Wealth Strategies & Associates | 0.00% | New | 2 | $179 |
| SBI Securities Co., Ltd. | 0.00% | New | 1 | $90 |
"% of holder's portfolio" is FTCS's weight in each manager's 13F, not the share of First Trust Capital Strength the manager owns.