First Trust Capital StrengthFTCSETF
13F holders, Q2 2025 (June 30)529holders −4
33new positions
34sold out
3famous investors
$91.08avg. 13F price*
At the end of Q2 2025, 529 institutions reported holding First Trust Capital Strength (FTCS) in their 13F filings, down 4 from Q1 2025. 33 opened new positions and 34 sold out. The largest holders were LPL Financial LLC ($739.8M), Morgan Stanley ($540.6M) and Raymond James Financial Inc. ($457.9M). 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 Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- First Trust Capital Strength
- CUSIP
- 33733E104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 33 | $24.0M |
| Exits | 34 | $22.3M |
All 13F filers, Q1 2025 → Q2 2025: 1,833,672 shares bought and 4,836,383 shares sold, net −3,002,711 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 529 holders
| LPL Financial LLC | 0.25% | Add +6.2% | 8,139,650 | $739.8M |
| Morgan Stanley | 0.04% | Add +0.3% | 5,948,053 | $540.6M |
| Raymond James Financial Inc. | 0.16% | Reduce -5.7% | 5,038,421 | $457.9M |
| Wells Fargo & Company | 0.06% | Reduce -5.1% | 3,084,278 | $280.3M |
| Bank of America Corp. | 0.01% | Add +1.5% | 1,714,227 | $155.8M |
| UBS Group AG | 0.03% | Add +1.9% | 1,510,565 | $137.3M |
| Cetera Investment Advisers | 0.22% | Reduce -0.3% | 1,462,525 | $132.9M |
| Osaic Holdings, Inc. | 0.20% | Reduce -2.2% | 1,246,380 | $113.3M |
| Royal Bank of Canada | 0.02% | Reduce -5.1% | 1,195,210 | $108.6M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -3.9% | 1,141,165 | $103.7M |
| Commonwealth Equity Services, LLC | 0.14% | Reduce -18.5% | 1,141,009 | $103.7M |
| Cambridge Investment Research Advisors, Inc. | 0.28% | Reduce -5.1% | 1,000,721 | $91.0M |
| Ameriprise Financial Inc. | 0.02% | Add +2.4% | 975,950 | $88.8M |
| Private Advisor Group, LLC | 0.38% | Reduce -4.6% | 771,221 | $70.1M |
| Stifel Financial Corp. | 0.06% | Reduce -4.4% | 674,700 | $61.3M |
| Harbour Investments, Inc. | 1.35% | Reduce -2.6% | 587,586 | $53.4M |
| Truist Financial Corp. | 0.08% | Add +0.4% | 571,494 | $51.9M |
| Jones Financial Companies LLLP | 0.04% | Add +28.8% | 554,635 | $50.1M |
| Concurrent Investment Advisors, LLC | 0.78% | Add +6.0% | 441,872 | $40.2M |
| Silver Oak Securities, Incorporated | 3.25% | Add +1.1% | 430,311 | $39.1M |
| Kestra Advisory Services, LLC | 0.19% | Add +2.1% | 426,771 | $38.8M |
| Park National Corp. | 1.27% | Reduce -10.2% | 423,608 | $38.5M |
| MML Investors Services, LLC | 0.10% | Reduce -14.5% | 393,478 | $35.8M |
| Pollock Investment Advisors, LLC | 28.80% | Reduce -25.6% | 388,844 | $35.3M |
| Janney Montgomery Scott LLC | 0.09% | Add +21.9% | 368,348 | $33.5M |
| American Financial Advisors, LLC | 4.67% | Reduce -2.0% | 368,038 | $33.5M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +9.5% | 333,602 | $30.3M |
| IFG Advisory, LLC | 1.50% | Add +0.2% | 328,019 | $29.8M |
| Archer Investment Corp | 7.11% | Add +1.8% | 327,863 | $29.8M |
| Vestmark Advisory Solutions, Inc. | 0.42% | Add +78.9% | 322,546 | $29.3M |
| Gratus Wealth Advisors, LLC | 4.06% | Reduce -0.3% | 294,790 | $26.8M |
| D.A. Davidson & Co. | 0.18% | Add +0.6% | 277,319 | $25.2M |
| Baird Financial Group, Inc. | 0.04% | Reduce -28.4% | 270,726 | $24.6M |
| Arax Advisory Partners | 1.12% | Add +19.5% | 267,136 | $24.3M |
| Randall & Associates Wealth Management | 18.15% | Reduce -0.1% | 259,743 | $23.6M |
| Regal Investment Advisors LLC | 1.76% | Add +0.2% | 258,284 | $23.5M |
| NewEdge Advisors, LLC | 0.11% | Reduce -16.9% | 166,979 | $22.1M |
| Scarborough Advisors, LLC | 4.35% | Add +5.9% | 241,107 | $21.9M |
| Prospera Financial Services Inc | 0.40% | Add +1.5% | 232,903 | $21.2M |
| Heck Capital Advisors, LLC | 1.80% | Add +15.9% | 230,609 | $21.0M |
| HBK Sorce Advisory LLC | 0.55% | Add +0.4% | 221,458 | $20.1M |
| Avantax Advisory Services, Inc. | 0.10% | Reduce -20.6% | 193,231 | $17.6M |
| Evelyn Partners Investment Management (Europe) Ltd | 6.28% | Reduce -1.8% | 192,518 | $17.5M |
| Rockefeller Capital Management L.P. | 0.04% | Add +10.8% | 179,301 | $16.3M |
| Mariner, LLC | 0.02% | Add +10.2% | 177,060 | $16.1M |
| Summit Wealth Group LLC / Co. | 3.97% | — | 174,147 | $15.8M |
| Sargent Investment Group, LLC | 2.00% | Reduce -2.9% | 161,679 | $14.8M |
| Ergawealth Advisors, Inc. | 6.58% | Reduce -6.3% | 160,932 | $14.6M |
| Oppenheimer & Co. Inc. | 0.19% | Add +1.5% | 160,498 | $14.6M |
| Investors Research Corp | 2.84% | Add +8.3% | 159,277 | $14.5M |
| tru Independence LLC | 4.04% | Add +2.3% | 153,760 | $14.0M |
| Stratos Wealth Partners, LTD. | 0.17% | Reduce -16.8% | 138,455 | $12.6M |
| HighTower Advisors, LLC | 0.01% | Reduce -2.5% | 119,784 | $10.9M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -14.8% | 118,349 | $10.8M |
| Virtus Wealth Solutions LLC | 2.17% | Reduce -1.5% | 115,584 | $10.5M |
| Holistic Financial Partners | 4.59% | Add +5.5% | 115,347 | $10.5M |
| Golden State Wealth Management, LLC | 1.26% | Reduce -3.1% | 114,088 | $10.4M |
| Walkner Condon Financial Advisors LLC | 1.88% | Add +7.0% | 112,310 | $10.2M |
| Western Wealth Management, LLC | 0.61% | Reduce -2.5% | 111,891 | $10.2M |
| First Horizon Advisors, Inc. | 0.26% | Add +1.8% | 110,940 | $10.1M |
| Gateway Wealth Partners, LLC | 1.89% | Reduce -6.3% | 109,837 | $10.0M |
| Atria Wealth Solutions, Inc. | 0.22% | Reduce -40.1% | 108,634 | $9.9M |
| Equitable Holdings, Inc. | 0.08% | Add +7.1% | 105,209 | $9.6M |
| Concentrum Wealth Management | 2.97% | Add +3.4% | 104,076 | $9.5M |
| Great Valley Advisor Group, Inc. | 0.21% | Reduce -4.3% | 102,652 | $9.3M |
| Solano Wealth Investment Advisors LLC | 4.73% | Reduce -1.5% | 101,470 | $9.2M |
| Valmark Advisers, Inc. | 0.13% | Reduce -2.1% | 100,509 | $9.1M |
| Steward Partners Investment Advisory, LLC | 0.07% | Reduce -0.6% | 100,339 | $9.1M |
| Siligmueller & Norvid Wealth Advisors LLC | 3.44% | Add +25.5% | 98,247 | $8.9M |
| TD Capital Management LLC | 0.80% | Add +1.4% | 93,354 | $8.5M |
| PFG Advisors | 0.39% | Reduce -17.9% | 92,476 | $8.4M |
| Integrated Wealth Concepts LLC | 0.08% | Reduce -12.4% | 91,492 | $8.3M |
| Kestra Private Wealth Services, LLC | 0.12% | Reduce -25.4% | 88,362 | $8.0M |
| Southland Equity Partners LLC | 1.74% | Reduce -1.3% | 87,489 | $8.0M |
| Arkadios Wealth Advisors | 0.24% | Reduce -14.7% | 87,366 | $7.9M |
| Bank Hapoalim BM | 1.09% | No change | 85,000 | $7.6M |
| KPP Advisory Services LLC | 1.26% | Add +1.0% | 83,772 | $7.6M |
| Morey & Quinn Wealth Partners, LLC | 6.01% | Reduce -5.3% | 82,640 | $7.5M |
| Kingsview Wealth Management, LLC | 0.13% | Reduce -3.0% | 81,259 | $7.4M |
| Creative Planning | 0.01% | Reduce -33.4% | 80,102 | $7.3M |
| Dagco, Inc. | 2.03% | New | 79,958 | $7.3M |
| RiverTree Advisors, LLC | 4.81% | Reduce -13.7% | 78,824 | $7.2M |
| Benjamin Edwards Inc. | 0.09% | Add +4.4% | 78,179 | $7.1M |
| GPS Wealth Strategies Group, LLC | 0.79% | Add +4.7% | 75,890 | $6.9M |
| PCG Wealth Advisors, LLC | 3.50% | Add +4.4% | 75,280 | $6.8M |
| Commonwealth Financial Services, LLC | 1.31% | Add +9.1% | 74,603 | $6.8M |
| Wedbush Securities Inc. | 0.24% | Add +156.2% | 74,283 | $6.8M |
| Stephens Inc. | 0.09% | Add +0.9% | 72,952 | $6.6M |
| Snowden Capital Advisors LLC | 0.20% | Reduce -1.4% | 72,951 | $6.6M |
| &partners | 0.05% | Add +35.9% | 70,242 | $6.4M |
| Plotkin Financial Advisors, LLC | 3.46% | Reduce -3.2% | 68,972 | $6.3M |
| Lanark Financial, Inc. | 0.51% | Add +5.4% | 68,526 | $6.2M |
| Qube Research & Technologies Ltd | 0.01% | Add +491.8% | 68,187 | $6.2M |
| Assetmark, Inc. | 0.01% | Add +3.9% | 67,920 | $6.2M |
| IMG Wealth Management, Inc. | 4.69% | Add +4.6% | 66,556 | $6.0M |
| Atria Investments, Inc | 0.06% | Reduce -24.4% | 59,898 | $5.4M |
| Key Client Fiduciary Advisors, LLC | 2.23% | Reduce -1.2% | 59,679 | $5.4M |
| Global Assets Advisory, LLC | 2.11% | Reduce -67.2% | 15,838 | $5.4M |
| ABLE Financial Group, LLC | 1.30% | Reduce -7.2% | 59,378 | $5.4M |
| Purus Wealth Management, LLC | 1.87% | Add +0.1% | 59,242 | $5.4M |
| Atlas Wealth LLC | 2.66% | Add +13.9% | 58,480 | $5.4M |
| IHT Wealth Management, LLC | 0.15% | Reduce -3.3% | 58,687 | $5.3M |
| Foundations Investment Advisors, LLC | 0.08% | Add +13.5% | 58,656 | $5.3M |
| Bernardo Wealth Planning LLC | 1.15% | New | 58,431 | $5.3M |
| Y.D. More Investments Ltd | 0.37% | Add +7.7% | 58,464 | $5.3M |
| Forefront Wealth Partners, LLC | 3.58% | Add +42.0% | 58,966 | $5.2M |
| Intellus Advisors LLC | 0.78% | Add +1.4% | 57,367 | $5.2M |
| Shelton Wealth Management, LLC | 2.61% | Reduce -0.8% | 56,973 | $5.2M |
| Sigma Planning Corp | 0.15% | Reduce -25.6% | 55,912 | $5.1M |
| Kingswood Wealth Advisors, LLC | 0.40% | Add +4.3% | 55,795 | $5.1M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -0.5% | 54,892 | $5.1M |
| MAI Capital Management | 0.03% | Reduce -2.1% | 55,156 | $5.0M |
| Ameritas Advisory Services, LLC | 0.26% | Reduce -10.9% | 54,431 | $4.9M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -97.6% | 53,457 | $4.9M |
| Geneos Wealth Management Inc. | 0.12% | Add +76.3% | 53,051 | $4.8M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Reduce -24.9% | 52,386 | $4.8M |
| Tradition Wealth Management, LLC | 0.38% | Add +0.2% | 52,057 | $4.7M |
| AE Wealth Management LLC | 0.03% | Reduce -43.1% | 51,338 | $4.7M |
| Avior Wealth Management, LLC | 0.16% | Reduce -3.0% | 50,429 | $4.6M |
| FSB Premier Wealth Management, Inc. | 1.63% | Reduce -16.9% | 50,298 | $4.6M |
| Triumph Capital Management | 1.35% | Add +5.7% | 49,510 | $4.5M |
| Independent Financial Group, LLC | 0.12% | Reduce -2.8% | 49,382 | $4.5M |
| Barrett & Company, Inc. | 1.65% | Add +0.8% | 48,295 | $4.4M |
| Lokken Investment Group LLC | 1.67% | Reduce -2.6% | 47,664 | $4.3M |
| J.W. Cole Advisors, Inc. | 0.09% | Add +4.4% | 47,384 | $4.3M |
| Aptus Capital Advisors, LLC | 0.04% | Reduce -0.2% | 46,810 | $4.3M |
| Stonehaven Wealth & Tax Solutions, LLC | 4.12% | Add +2.4% | 46,415 | $4.2M |
| World Investment Advisors | 0.09% | Reduce -14.1% | 45,303 | $4.1M |
| Good Life Advisors, LLC | 0.26% | Reduce -6.4% | 45,009 | $4.1M |
| Susquehanna International Group, LLP | 0.01% | Add +168.9% | 44,802 | $4.1M |
| Roman Butler Fullerton & Co. | 1.20% | Add +1.1% | 44,047 | $4.1M |
| Citigroup Inc. | 0.00% | Reduce -11.3% | 44,080 | $4.0M |
| DHJJ Financial Advisors, Ltd. | 1.43% | Reduce -3.0% | 43,608 | $4.0M |
| Dynamic Advisor Solutions LLC | 0.12% | Reduce -1.0% | 43,331 | $3.9M |
| Signature Estate & Investment Advisors LLC | 0.09% | Reduce -8.1% | 42,697 | $3.9M |
| Citadel Advisors | 0.00% | Reduce -50.2% | 41,243 | $3.7M |
| Waterloo Capital, L.P. | 0.30% | Reduce -3.5% | 40,988 | $3.7M |
| Waterfront Wealth Inc. | 0.83% | Reduce -1.0% | 40,939 | $3.7M |
| Brueske Advisory Services, LLC | 2.50% | Reduce -6.3% | 40,386 | $3.7M |
| Claris Financial LLC | 2.74% | Reduce -32.6% | 39,980 | $3.6M |
| SLT Holdings LLC | 2.77% | Reduce -4.0% | 39,725 | $3.6M |
| Guardian Wealth Advisors, LLC / NC | 0.25% | Add +0.0% | 39,325 | $3.6M |
| Summit Financial, LLC | 0.08% | Add +130.2% | 39,054 | $3.5M |
| Perennial Investment Advisors, LLC | 0.34% | Reduce -11.8% | 38,498 | $3.5M |
| International Assets Investment Management, LLC | 0.28% | Add +18.2% | 38,494 | $3.5M |
| Essex Financial Services, Inc. | 0.22% | Add +1.5% | 37,225 | $3.4M |
| Strategic Blueprint, LLC | 0.17% | Reduce -2.3% | 37,174 | $3.4M |
| Comerica Bank | 0.01% | Add +6.1% | 36,892 | $3.4M |
| Paragon Private Wealth Management, LLC | 1.32% | Reduce -6.0% | 36,363 | $3.3M |
| Financial Advocates Investment Management | 0.27% | Reduce -5.9% | 36,211 | $3.3M |
| Forge Financial Services LLC | 2.35% | Add +0.1% | 34,912 | $3.1M |
| Boyce & Associates Wealth Consulting, Inc. | 2.82% | Reduce -4.4% | 34,005 | $3.1M |
| Perissos Private Wealth Management, LLC | 2.43% | Add +0.1% | 33,778 | $3.1M |
| FMR LLC | 0.00% | Add +11.0% | 32,666 | $3.0M |
| Clear Creek Financial Management, LLC | 0.28% | Add +5.3% | 32,253 | $2.9M |
| Daymark Wealth Partners, LLC | 0.11% | Add +4.0% | 32,177 | $2.9M |
| IFP Advisors, Inc | 0.08% | Reduce -25.9% | 31,741 | $2.9M |
| Cwm, LLC | 0.01% | Reduce -11.4% | 31,709 | $2.9M |
| Delos Wealth Advisors, LLC | 2.21% | Reduce -6.4% | 31,151 | $2.8M |
| Richmond Investment Services, LLC | 0.59% | Add +79.5% | 30,743 | $2.8M |
| StoneX Group Inc. | 0.13% | Reduce -46.0% | 29,758 | $2.7M |
| Global Retirement Partners, LLC | 0.07% | — | 29,527 | $2.7M |
| Cozad Asset Management Inc. | 0.23% | Reduce -0.2% | 29,512 | $2.7M |
| 1776 Wealth LLC | 1.10% | Reduce -0.2% | 29,495 | $2.7M |
| Centerpoint Advisory Group | 2.31% | Reduce -0.7% | 29,286 | $2.7M |
| Cornerstone Wealth Management, LLC | 0.16% | Reduce -0.2% | 29,193 | $2.7M |
| B. Riley Wealth Advisors, Inc. | 0.13% | Reduce -37.4% | 29,052 | $2.6M |
| Gladstone Institutional Advisory LLC | 0.11% | Add +1.6% | 29,050 | $2.6M |
| ORBA Wealth Advisors, L.L.C. | 2.40% | Reduce -47.8% | 29,033 | $2.6M |
| Wetzel Investment Advisors, Inc. | 1.21% | Reduce -27.6% | 28,993 | $2.6M |
| Principal Securities, Inc. | 0.05% | Reduce -31.1% | 28,974 | $2.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -30.4% | 28,159 | $2.6M |
| Ausdal Financial Partners, Inc. | 0.17% | Reduce -8.3% | 27,941 | $2.5M |
| Intrua Financial, LLC | 0.36% | Reduce -4.0% | 27,925 | $2.5M |
| Jaffetilchin Investment Partners, LLC | 0.16% | Add +1.8% | 26,991 | $2.5M |
| Advisory Alpha, LLC | 0.08% | Reduce -1.5% | 26,963 | $2.5M |
| Truvestments Capital LLC | 0.48% | Reduce -0.2% | 26,205 | $2.4M |
| Fermata Advisors, LLC | 0.63% | Reduce -1.5% | 25,903 | $2.4M |
| Synovus Financial Corp. | 0.03% | Reduce -10.3% | 25,500 | $2.3M |
| OneDigital Investment Advisors LLC | 0.03% | Reduce -1.3% | 25,200 | $2.3M |
| Envision Financial LLC | 1.51% | Reduce -5.1% | 24,932 | $2.3M |
| Strategy Asset Managers LLC | 0.41% | Reduce -0.5% | 24,292 | $2.2M |
| Moloney Securities Asset Management, LLC | 0.27% | Reduce -0.2% | 24,190 | $2.2M |
| Quad-Cities Investment Group, LLC | 0.97% | Reduce -1.6% | 23,372 | $2.1M |
| RFG Advisory, LLC | 0.05% | Reduce -0.5% | 23,304 | $2.1M |
| Midwest Financial Network, LLC | 2.09% | Reduce -1.9% | 23,213 | $2.1M |
| Trueblood Wealth Management, LLC | 0.88% | Add +9.3% | 23,054 | $2.1M |
| Kapstone Financial Advisors LLC | 1.04% | Add +3.2% | 22,897 | $2.1M |
| Capital Analysts, LLC | 0.07% | Add +1.1% | 22,585 | $2.1M |
| OneAscent Financial Services LLC | 0.14% | Reduce -0.7% | 21,918 | $2.0M |
| Pine Valley Investments Ltd Liability Co | 0.12% | Reduce -1.2% | 22,168 | $2.0M |
| Two Sigma Investments, LP | 0.00% | New | 21,600 | $2.0M |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.8% | 21,472 | $2.0M |
| Winebrenner Capital Management LLC | 1.57% | Reduce -1.2% | 21,397 | $1.9M |
| Prosperity Consulting Group, LLC | 0.14% | Add +3.6% | 21,387 | $1.9M |
| Capital Investment Advisory Services, LLC | 0.16% | Add +0.2% | 21,374 | $1.9M |
| Mutual Advisors, LLC | 0.05% | Add +1.5% | 20,858 | $1.9M |
| ForthRight Wealth Management, LLC | 0.59% | Reduce -5.6% | 20,859 | $1.9M |
| Tower Research Capital LLC (TRC) | 0.05% | Add +10.5% | 20,790 | $1.9M |
| DeDora Capital, Inc. | 0.48% | Reduce -6.1% | 20,318 | $1.8M |
| Flow Traders U.S. LLC | 0.07% | Add +9.7% | 20,243 | $1.8M |
| BlueChip Wealth Advisors LLC | 0.75% | Reduce -6.3% | 20,011 | $1.8M |
| HFG Advisors, Inc. | 1.44% | Reduce -0.0% | 19,954 | $1.8M |
| Darwin Wealth Management, LLC | 0.63% | Reduce -0.9% | 19,894 | $1.8M |
| Nations Financial Group Inc, /Ia/ | 0.12% | Add +8.9% | 19,804 | $1.8M |
| Cambridge Advisors Inc. | 0.38% | Reduce -29.2% | 19,759 | $1.8M |
| Visionary Wealth Advisors | 0.09% | Reduce -36.8% | 19,750 | $1.8M |
| ERn Financial, LLC | 0.38% | Reduce -3.5% | 19,594 | $1.8M |
| Cottonwood Capital Advisors, LLC | 1.19% | Reduce -1.3% | 19,517 | $1.8M |
| Mgo One Seven LLC | 0.06% | Add +0.8% | 19,459 | $1.8M |
| Sovran Advisors, LLC | 0.18% | Reduce -5.8% | 18,907 | $1.7M |
| Apollon Wealth Management, LLC | 0.03% | Reduce -17.9% | 19,036 | $1.7M |
| US Bancorp \de | 0.00% | Add +26.5% | 19,020 | $1.7M |
| Wisconsin Wealth Advisors, LLC | 1.97% | Add +11.8% | 18,847 | $1.7M |
| Park Avenue Securities LLC | 0.02% | Reduce -0.8% | 18,783 | $1.7M |
| Confluence Wealth Services, Inc. | 0.09% | New | 18,651 | $1.7M |
| Marshall Investment Management, LLC | 7.90% | Reduce -30.2% | 18,290 | $1.7M |
| Onyx Bridge Wealth Group LLC | 0.22% | Reduce -0.1% | 18,057 | $1.6M |
| Creative Financial Designs Inc. | 0.12% | Add +10.0% | 17,729 | $1.6M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +11.5% | 17,645 | $1.6M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +272.4% | 17,536 | $1.6M |
| Integrity Alliance, Llc. | 0.09% | Reduce -53.2% | 17,432 | $1.6M |
| Sequent Planning LLC | 0.49% | Reduce -0.5% | 17,181 | $1.6M |
| Ashton Thomas Private Wealth, LLC | 0.05% | Reduce -4.0% | 16,927 | $1.5M |
| Cherry Creek Investment Advisors, Inc. | 0.72% | Reduce -6.3% | 16,924 | $1.5M |
| First Trust Advisors LP | 0.00% | Add +43.3% | 16,738 | $1.5M |
| Beacon Financial Group | 0.16% | No change | 16,650 | $1.5M |
| Iams Wealth Management, LLC | 0.69% | Reduce -9.6% | 16,634 | $1.5M |
| LaSalle St. Investment Advisors, LLC | 0.40% | Reduce -5.4% | 16,220 | $1.5M |
| Beacon Financial Advisory LLC | 0.38% | Add +3.1% | 16,183 | $1.5M |
| Strategic Planning Group, LLC | 0.24% | Add +8.8% | 15,924 | $1.4M |
| Woodmont Investment Counsel LLC | 0.09% | Add +12.4% | 15,774 | $1.4M |
| Prosperity Financial Group, Inc. | 0.61% | Add +2.5% | 15,688 | $1.4M |
| First PREMIER Bank | 0.34% | Reduce -6.7% | 15,227 | $1.4M |
| Moment Partners, LLC | 0.26% | New | 15,070 | $1.4M |
| Stonebridge Financial Planning Group, LLC | 0.57% | Reduce -5.4% | 15,068 | $1.4M |
| Twin Peaks Wealth Advisors, LLC | 0.44% | Reduce -4.6% | 14,571 | $1.3M |
| Captrust Financial Advisors | 0.00% | Reduce -10.4% | 14,683 | $1.3M |
| Smith, Moore & Co. | 0.11% | Add +1.4% | 14,657 | $1.3M |
| QTR Family Wealth, LLC | 0.82% | Reduce -0.6% | 14,649 | $1.3M |
| Axxcess Wealth Management, LLC | 0.03% | Add +0.7% | 14,484 | $1.3M |
| Legacy Capital Wealth Partners, LLC | 0.30% | Reduce -4.2% | 14,264 | $1.3M |
| Integrity Financial Corp | 0.64% | Reduce -9.0% | 13,852 | $1.3M |
| PFG Investments, LLC | 0.07% | Add +10.2% | 13,823 | $1.3M |
| Farther Finance Advisors, LLC | 0.02% | Add +12.7% | 13,482 | $1.2M |
| Pinnacle Family Advisors, LLC | 0.59% | Add +2.9% | 13,439 | $1.2M |
| GTS Securities LLC | 0.05% | Add +484.5% | 13,076 | $1.2M |
| Whitaker-Myers Wealth Managers, LTD. | 0.30% | Reduce -14.6% | 13,064 | $1.2M |
| Keystone Financial Services, LLC | 0.90% | Reduce -6.1% | 13,044 | $1.2M |
| CoreCap Advisors, LLC | 0.05% | Add +1269.3% | 12,844 | $1.2M |
| Oxford Financial Group, LTD. LLC | 0.07% | No change | 12,800 | $1.2M |
| Avantax Planning Partners, Inc. | 0.04% | Reduce -0.1% | 12,643 | $1.1M |
| Keystone Financial Group | 0.10% | Add +1.0% | 12,547 | $1.1M |
| Arbor Capital Management Inc. | 0.98% | Add +13.3% | 12,354 | $1.1M |
| Holos Integrated Wealth LLC | 0.68% | Reduce -6.6% | 12,287 | $1.1M |
| ARS Wealth Advisors Group, LLC | 0.13% | New | 12,108 | $1.1M |
| Private Trust Co. NA | 0.10% | Reduce -23.4% | 11,918 | $1.1M |
| Savant Capital, LLC | 0.01% | Add +6.6% | 11,771 | $1.1M |
| Savvy Advisors, Inc. | 0.07% | Reduce -4.5% | 11,739 | $1.1M |
| City Holding Co. | 0.13% | Add +8.1% | 11,338 | $1.0M |
| West Michigan Advisors, LLC | 0.29% | Add +2.1% | 11,253 | $1.0M |
| Private Advisory Group LLC | 0.10% | Reduce -0.1% | 11,239 | $1.0M |
| Kaydan Wealth Management, Inc. | 0.33% | Reduce -76.7% | 11,216 | $1.0M |
| Chicago Partners Investment Group LLC | 0.03% | Add +0.3% | 11,043 | $1.0M |
| WealthBridge Capital Management, LLC | 0.26% | Reduce -0.1% | 11,175 | $1.0M |
| GAMMA Investing LLC | 0.06% | Add +14.8% | 11,114 | $1.0M |
| WASHINGTON TRUST Co | 0.04% | No change | 10,950 | $995K |
| KMG Fiduciary Partners, LLC | 0.07% | No change | 10,928 | $993K |
| Advisory Services Network, LLC | 0.02% | Add +0.1% | 10,899 | $990K |
| Focus Financial Network, Inc. | 0.04% | Add +0.1% | 10,880 | $989K |
| Peak Planning Group, LLC | 0.62% | Reduce -42.1% | 10,681 | $971K |
| WCG Wealth Advisors LLC | 0.06% | Reduce -6.8% | 10,615 | $965K |
| Jane Street Group, LLC | 0.00% | Reduce -42.6% | 10,587 | $962K |
| Wealthcare Advisory Partners LLC | 0.02% | Add +1.2% | 10,418 | $947K |
| Schwallier Wealth Management LLC | 0.58% | Add +2.8% | 10,407 | $946K |
| GSG Advisors LLC | 0.27% | Add +0.1% | 10,219 | $929K |
| Saxon Interests, Inc. | 0.43% | No change | 10,264 | $920K |
| Jacobi Capital Management LLC | 0.06% | Reduce -1.1% | 9,973 | $906K |
| Coppell Advisory Solutions LLC | 0.10% | Reduce -46.6% | 9,794 | $885K |
| Founders Financial Securities LLC | 0.07% | Add +29.6% | 9,655 | $878K |
| Lynch & Associates | 0.18% | Add +26.3% | 9,637 | $876K |
| Thoroughbred Financial Services, LLC | 0.06% | Reduce -12.9% | 9,635 | $875K |
| Proactive Wealth Strategies LLC | 0.41% | Add +0.8% | 9,453 | $859K |
| Cresset Asset Management, LLC | 0.00% | Reduce -0.1% | 9,403 | $855K |
| Koshinski Asset Management, Inc. | 0.06% | Reduce -1.2% | 9,290 | $844K |
| Investment Planning Advisors, Inc. | 0.30% | Reduce -14.0% | 9,275 | $843K |
| Moneywise, Inc. | 0.39% | Reduce -24.2% | 9,227 | $839K |
| Allworth Financial LP | 0.00% | Add +9.2% | 9,183 | $835K |
| Beck Bode, LLC | 0.14% | Reduce -39.2% | 8,893 | $808K |
| Kovack Advisors, Inc. | 0.08% | Reduce -10.9% | 8,639 | $785K |
| Martin Worley Group | 0.38% | No change | 8,490 | $772K |
| Gilliland Jeter Wealth Management LLC | 0.25% | Reduce -0.5% | 8,467 | $770K |
| Spire Wealth Management | 0.03% | Add +0.5% | 8,466 | $769K |
| Capital Square, LLC | 0.41% | Add +0.2% | 8,457 | $769K |
| Puff Wealth Management, LLC | 1.20% | Reduce -20.8% | 8,143 | $740K |
| Tyler-Stone Wealth Management | 0.12% | Reduce -22.2% | 8,006 | $728K |
| Stratos Wealth Advisors, LLC | 0.04% | Reduce -5.0% | 7,961 | $724K |
| LeClair Wealth Partners LLC | 0.47% | Reduce -19.6% | 7,663 | $696K |
| AdvisorNet Financial, Inc | 0.04% | Add +13.1% | 7,578 | $689K |
| MTM Investment Management, LLC | 0.23% | No change | 7,564 | $687K |
| Priebe Wealth Holdings LLC | 0.59% | Reduce -3.8% | 7,531 | $684K |
| Inscription Capital, LLC | 0.10% | Reduce -31.4% | 7,447 | $677K |
| NWF Advisory Services Inc. | 0.08% | Add +160.7% | 7,430 | $675K |
| Traction Financial Partners, LLC | 0.46% | Add +75.3% | 7,403 | $673K |
| Wolff Wiese Magana LLC | 0.41% | Reduce -1.8% | 7,298 | $663K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -20.4% | 7,200 | $654K |
| CLG LLC | 0.20% | Reduce -5.6% | 7,136 | $649K |
| American Institute for Advanced Investment Management, LLP | 0.46% | Reduce -3.4% | 7,128 | $648K |
| Medallion Wealth Advisors, LLC | 0.25% | No change | 7,100 | $645K |
| Investment Partners Asset Management, Inc. | 0.44% | No change | 7,010 | $637K |
| Independent Wealth Network Inc. | 0.23% | Add +1.3% | 6,895 | $627K |
| Trek Financial, LLC | 0.04% | No change | 6,895 | $627K |
| Wealth Watch Advisors, INC | 0.36% | Add +14.2% | 6,856 | $623K |
| Spectrum Wealth Advisory Group, LLC | 0.29% | Reduce -1.3% | 6,830 | $621K |
| NewEdge Wealth, LLC | 0.01% | Reduce -43.9% | 6,693 | $611K |
| Panoramic Investment Advisors, LLC | 0.38% | Reduce -1.3% | 6,720 | $611K |
| Meitav Investment House Ltd. | 0.01% | No change | 6,656 | $605K |
| Blair William & Co. | 0.00% | No change | 6,604 | $600K |
| Crux Wealth Advisors | 0.25% | Add +0.2% | 6,562 | $596K |
| Citizens Financial Group Inc. | 0.01% | Reduce -0.2% | 6,540 | $594K |
| Kraft, Davis & Associates, LLC | 0.16% | No change | 6,294 | $576K |
| Insigneo Advisory Services, LLC | 0.05% | Reduce -4.7% | 6,270 | $570K |
| Herold Advisors, Inc. | 0.12% | Reduce -19.9% | 6,231 | $566K |
| Eldridge Investment Advisors, Inc. | 0.12% | No change | 6,164 | $560K |
| Formidable Asset Management, LLC | 0.09% | No change | 6,209 | $557K |
| O'ROURKE & COMPANY, Inc | 0.26% | Add +0.2% | 6,101 | $554K |
| HBW Advisory Services LLC | 0.07% | Add +2.0% | 5,981 | $544K |
| Arete Wealth Advisors, LLC | 0.04% | Reduce -64.7% | 5,919 | $538K |
| Tiaa Trust, National Association | 0.00% | Add +53.9% | 5,834 | $530K |
| Huntleigh Advisors, Inc. | 0.10% | Add +2.8% | 5,826 | $530K |
| Voisard Asset Management Group, Inc. | 0.14% | No change | 5,800 | $527K |
| Pure Financial Advisors, LLC | 0.01% | Reduce -0.3% | 5,797 | $527K |
| Diversify Advisory Services, LLC | 0.02% | New | 5,544 | $511K |
| Cyndeo Wealth Partners, LLC | 0.03% | Reduce -3.5% | 5,567 | $506K |
| American Capital Advisory, LLC | 0.25% | Reduce -1.9% | 5,468 | $497K |
| Nilsine Partners, LLC | 0.05% | Reduce -77.1% | 5,421 | $493K |
| Elios Financial Group Inc. | 0.22% | No change | 5,421 | $493K |
| Cascade Investment Group, Inc. | 0.34% | Add +14.7% | 5,367 | $488K |
| Novak & Powell Financial Services, Inc. | 0.34% | No change | 5,353 | $487K |
| Main Street Financial Solutions, LLC | 0.04% | No change | 5,318 | $483K |
| WJ Wealth Management, LLC | 0.15% | No change | 5,270 | $479K |
| Bradley Foster & Sargent Inc. | 0.01% | New | 5,198 | $472K |
| Money Concepts Capital Corp. | 0.03% | Add +0.1% | 5,125 | $466K |
| Waverly Advisors, LLC | 0.01% | Add +1.5% | 5,123 | $466K |
| Synergy Investment Management, LLC | 0.28% | Reduce -4.9% | 5,109 | $464K |
| Larson Financial Group LLC | 0.02% | Reduce -1.3% | 5,051 | $459K |
| L.M. Kohn & Company | 0.12% | Reduce -7.8% | 5,040 | $458K |
| Level Four Advisory Services, LLC | 0.02% | Reduce -5.4% | 5,009 | $455K |
| SageView Advisory Group, LLC | 0.02% | Reduce -0.3% | 4,931 | $452K |
| Balance Wealth Partners LLC | 0.26% | Add +1.9% | 4,936 | $449K |
| Millennium Capital Advisors, LLC | 0.29% | New | 4,828 | $439K |
| Peapack Gladstone Financial Corp. | 0.01% | No change | 4,740 | $431K |
| Tritonpoint Wealth, LLC | 0.04% | No change | 4,665 | $424K |
| Brookstone Capital Management | 0.01% | Reduce -4.7% | 4,612 | $419K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.05% | Add +48.7% | 4,554 | $414K |
| Principle Wealth Partners LLC | 0.03% | Reduce -11.6% | 4,554 | $414K |
| Woodward Diversified Capital, LLC | 0.21% | Reduce -0.4% | 4,539 | $413K |
| Calton & Associates, Inc. | 0.07% | New | 4,492 | $408K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +4.5% | 4,485 | $408K |
| Impact Partnership Wealth, LLC | 0.08% | New | 4,478 | $407K |
| Wesbanco Bank Inc. | 0.01% | No change | 4,456 | $405K |
| First Heartland Consultants, Inc. | 0.04% | Reduce -11.1% | 4,438 | $403K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -6.3% | 4,438 | $403K |
| Modern Wealth Management, LLC | 0.01% | No change | 4,423 | $402K |
| Moors & Cabot, Inc. | 0.02% | Reduce -9.8% | 4,411 | $401K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.06% | Add +0.1% | 4,408 | $401K |
| Collaborative Wealth Managment Inc. | 0.17% | Reduce -7.8% | 4,408 | $401K |
| Fairvoy Private Wealth, LLC | 0.10% | Reduce -0.1% | 4,342 | $395K |
| TL Private Wealth | 0.16% | Reduce -23.1% | 4,301 | $394K |
| Per Stirling Capital Management, LLC. | 0.05% | No change | 4,322 | $393K |
| Level Wealth Management LLC | 0.23% | No change | 4,263 | $387K |
| Strategies Wealth Advisors, LLC | 0.04% | Reduce -14.3% | 4,194 | $381K |
| Nova Wealth Management, Inc. | 0.28% | Reduce -2.1% | 4,158 | $378K |
| Brass Tax Wealth Management, Inc. | 0.07% | Add +14.8% | 4,122 | $375K |
| Prasad Wealth Partners, LLC | 0.11% | Reduce -12.9% | 4,062 | $369K |
| Signaturefd, LLC | 0.01% | No change | 4,052 | $368K |
| MPWM Advisory Solutions, LLC | 0.23% | Add +394.6% | 4,041 | $367K |
| REAP Financial Group, LLC | 0.09% | Reduce -31.7% | 4,024 | $366K |
| Balboa Wealth Partners | 0.07% | Add +12.7% | 4,017 | $365K |
| Core Wealth Partners LLC | 0.18% | New | 3,969 | $361K |
| Claro Advisors Inc. | 0.06% | New | 3,941 | $358K |
| Clark Capital Management Group, Inc. | 0.00% | Reduce -20.5% | 3,853 | $350K |
| Harvest Investment Services, LLC | 0.08% | Add +8.0% | 3,821 | $347K |
| Corient Private Wealth LP | 0.00% | Add +63.4% | 3,810 | $346K |
| Fragasso Financial Advisors Inc | 0.02% | Reduce -15.8% | 3,798 | $345K |
| SeaCrest Wealth Management, LLC | 0.04% | Reduce -25.4% | 3,782 | $344K |
| Founders Financial Alliance, LLC | 0.08% | Add +3.5% | 3,753 | $341K |
| ORG Partners LLC | 0.07% | Reduce -6.3% | 3,700 | $340K |
| Belpointe Asset Management LLC | 0.01% | Reduce -3.1% | 3,724 | $338K |
| NorthCoast Asset Management LLC | 0.00% | No change | 3,700 | $336K |
| LVZ, Inc. | 0.04% | Add +18.6% | 3,658 | $332K |
| Mach-1 Financial Group, LLC | 0.10% | New | 3,608 | $328K |
| Gentry Private Wealth, LLC | 0.25% | No change | 3,587 | $326K |
| Grantvest Financial Group LLC | 0.24% | Add +0.0% | 3,563 | $324K |
| Insight Advisors, LLC/ PA | 0.05% | Add +3.1% | 3,473 | $316K |
| National Wealth Management Group, LLC | 0.18% | Reduce -5.8% | 3,447 | $313K |
| Commerce Bank | 0.00% | No change | 3,358 | $305K |
| Elevated Capital Advisors, LLC | 0.08% | No change | 3,336 | $299K |
| L. Roy Papp & Associates, LLP | 0.04% | No change | 3,260 | $296K |
| Wealth Management Associates, Inc. | 0.12% | No change | 3,253 | $296K |
| Twin City Private Wealth, LLC | 0.24% | Reduce -0.3% | 3,249 | $295K |
| Clarity Capital Partners LLC | 0.10% | No change | 3,189 | $290K |
| Harbor Asset Planning, Inc. | 0.28% | — | 3,184 | $289K |
| Fidelis Capital Partners, LLC | 0.03% | Reduce -32.5% | 3,120 | $286K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -5.2% | 3,136 | $285K |
| Strategic Equity Management | 0.10% | Reduce -46.0% | 3,104 | $282K |
| Renaissance Technologies | 0.00% | New | 3,100 | $282K |
| SFG Wealth Management, LLC. | 0.17% | Reduce -3.3% | 3,028 | $275K |
| Cypress Capital Group | 0.03% | Reduce -0.8% | 3,005 | $273K |
| Petix & Botte Co | 0.07% | No change | 2,994 | $272K |
| Summit Investment Advisory Services, LLC | 0.12% | No change | 2,971 | $270K |
| Alliance Wealth Advisors, LLC | 0.14% | No change | 2,920 | $265K |
| Grove Bank & Trust | 0.03% | No change | 2,900 | $264K |
| Saxony Capital Management, LLC | 0.20% | Reduce -0.7% | 2,882 | $262K |
| Flagstar Securities, Inc. | 0.07% | Add +0.2% | 2,845 | $259K |
| AQR Capital Management | 0.00% | Reduce -50.1% | 2,837 | $258K |
| Independent Advisor Alliance | 0.01% | Reduce -3.3% | 2,821 | $256K |
| Bessemer Group Inc. | 0.00% | No change | 2,810 | $255K |
| Private Client Services, LLC | 0.10% | Reduce -9.8% | 2,803 | $255K |
| Retirement Guys Formula LLC | 0.09% | Reduce -33.5% | 2,730 | $248K |
| Novus Advisors, LLC | 0.37% | Add +0.1% | 2,692 | $245K |
| Brown Advisory Inc. | 0.00% | No change | 2,666 | $242K |
| RiverFront Investment Group, LLC | 0.00% | No change | 2,654 | $241K |
| 25 LLC | 0.09% | No change | 2,650 | $241K |
| McDonough Capital Management, Inc | 0.13% | No change | 2,639 | $240K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | New | 2,612 | $237K |
| Narus Financial Partners, LLC | 0.07% | No change | 2,589 | $235K |
| WealthCare Investment Partners, LLC | 0.08% | Reduce -1.2% | 2,499 | $231K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +1.4% | 2,535 | $230K |
| DAVENPORT & Co LLC | 0.00% | Reduce -46.4% | 2,520 | $229K |
| Atlas Private Wealth Advisors | 0.03% | Add +0.1% | 2,484 | $226K |
| Summit Wealth & Retirement Planning, Inc. | 0.06% | No change | 2,433 | $221K |
| Wealthfront Advisers LLC | 0.00% | New | 2,430 | $221K |
| MBE Wealth Management, LLC | 0.10% | Add +1.6% | 2,423 | $220K |
| Meridian Wealth Management, LLC | 0.01% | No change | 2,412 | $219K |
| EP Wealth Advisors, LLC | 0.00% | Add +41.0% | 2,406 | $219K |
| World Equity Group, Inc. | 0.06% | Reduce -10.8% | 2,377 | $216K |
| Cypress Wealth Services, LLC | 0.04% | No change | 2,366 | $215K |
| Continuum Advisory, LLC | 0.03% | Reduce -32.0% | 2,357 | $214K |
| Tucker Asset Management LLC | 0.07% | Add +27.7% | 2,354 | $214K |
| TFB Advisors LLC | 0.06% | Reduce -3.5% | 2,353 | $214K |
| Blue Trust, Inc. | 0.00% | Add +10.2% | 2,316 | $210K |
| Mayflower Financial Advisors, LLC | 0.03% | No change | 2,293 | $208K |
| HRT Financial LP | 0.00% | Reduce -63.7% | 2,278 | $207K |
| Fifth Third Wealth Advisors LLC | 0.01% | New | 2,270 | $206K |
| SteelPeak Wealth, LLC | 0.01% | New | 2,231 | $203K |
| AMG National Trust Bank | 0.01% | New | 2,225 | $202K |
| Greenfield Savings Bank | 0.09% | New | 2,219 | $202K |
| Diversified Enterprises, LLC | 0.01% | Reduce -30.6% | 2,214 | $201K |
| Luminist Capital LLC | 0.18% | No change | 1,977 | $182K |
| Brooklyn Investment Group | 0.02% | Add +46.8% | 1,961 | $178K |
| Albion Financial Group | 0.01% | No change | 1,910 | $174K |
| Fifth Third Bancorp | 0.00% | Add +288.4% | 1,849 | $168K |
| Richard W. Paul & Associates, LLC | 0.06% | No change | 1,799 | $164K |
| FWL Investment Management, LLC | 0.05% | Reduce -24.5% | 1,734 | $158K |
| Clearstead Advisors, LLC | 0.00% | New | 1,650 | $150K |
| Rossby Financial, LCC | 0.06% | Add +58.2% | 1,628 | $148K |
| Peterson Wealth Services | 0.04% | No change | 1,615 | $147K |
| GeoWealth Management, LLC | 0.01% | Reduce -3.9% | 1,570 | $143K |
| Ameriflex Group, Inc. | 0.06% | Reduce -75.5% | 1,366 | $123K |
| Thompson Investment Management, Inc. | 0.02% | No change | 1,325 | $120K |
| Tidemark, LLC | 0.04% | Reduce -13.5% | 1,252 | $114K |
| Operose Advisors LLC | 0.03% | Add +0.2% | 1,195 | $109K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 1,154 | $105K |
| Raffa Wealth Management, LLC | 0.02% | Add +317.9% | 1,120 | $102K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -0.3% | 1,120 | $102K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | Reduce -2.1% | 1,088 | $99K |
| Glassman Wealth Services | 0.01% | No change | 1,000 | $91K |
| Exchange Traded Concepts, LLC | 0.00% | New | 989 | $90K |
| Pinnacle Bancorp, Inc. | 0.03% | Reduce -23.1% | 914 | $83K |
| CIBC Private Wealth Group LLC | 0.00% | Add +36.0% | 896 | $81K |
| Stephens Consulting, LLC | 0.02% | No change | 886 | $81K |
| Hantz Financial Services, Inc. | 0.00% | Add +263.7% | 862 | $78K |
| N.E.W. Advisory Services LLC | 0.01% | Reduce -79.8% | 831 | $76K |
| Sunbelt Securities, Inc. | 0.01% | Add +92.9% | 845 | $74K |
| Quaker Wealth Management, LLC | 0.02% | — | 816 | $74K |
| Anchor Investment Management, LLC | 0.01% | No change | 800 | $73K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 747 | $68K |
| Bank of Montreal | 0.00% | Add +547.1% | 660 | $60K |
| TD Private Client Wealth LLC | 0.00% | New | 633 | $58K |
| Hanson & Doremus Investment Management | 0.01% | No change | 629 | $57K |
| Hazlett, Burt & Watson, Inc. | 0.02% | Add +26.4% | 618 | $56K |
| Luken Investment Analytics, LLC | 0.02% | No change | 568 | $52K |
| Total Investment Management Inc. | 0.01% | New | 557 | $51K |
| Compass Financial Services Inc | 0.02% | Add +0.4% | 532 | $48K |
| BlackRock, Inc. | 0.00% | No change | 450 | $41K |
| Smartleaf Asset Management LLC | 0.00% | New | 445 | $40K |
| BankPlus Trust Department | 0.01% | No change | 429 | $39K |
| Consultiva Wealth Management, Corp. | 0.12% | No change | 420 | $38K |
| Evelyn Partners Investment Management LLP | 0.00% | No change | 400 | $36K |
| Financial Perspectives, Inc | 0.01% | No change | 381 | $35K |
| Asset Dedication, LLC | 0.00% | No change | 368 | $33K |
| Abound Wealth Management | 0.01% | New | 350 | $32K |
| Centennial Bank | 0.01% | No change | 320 | $29K |
| CENTRAL TRUST Co | 0.00% | No change | 320 | $29K |
| Whittier Trust Co. | 0.00% | Add +0.3% | 313 | $28K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +492.0% | 296 | $27K |
| Farmers & Merchants Investments Inc. | 0.00% | New | 279 | $25K |
| Salomon & Ludwin, LLC | 0.00% | No change | 275 | $25K |
| SouthState Bank Corp | 0.00% | Reduce -74.9% | 275 | $25K |
| Dunhill Financial, LLC | 0.01% | New | 274 | $25K |
| Sachetta, LLC | 0.01% | No change | 255 | $23K |
| Wagner Wealth Management, LLC | 0.01% | Reduce -16.6% | 246 | $22K |
| Family CFO Inc | 0.01% | No change | 218 | $20K |
| Quest 10 Wealth Builders, Inc. | 0.02% | No change | 200 | $18K |
| Accordant Advisory Group Inc | 0.01% | No change | 200 | $18K |
| Winnacle Wealth LLC | 0.01% | New | 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 -29.1% | 141 | $13K |
| Key Financial Inc | 0.00% | No change | 141 | $13K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 135 | $12K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | Reduce -65.6% | 110 | $10K |
| Creekmur Asset Management LLC | 0.00% | No change | 107 | $10K |
| LRI Investments, LLC | 0.00% | No change | 100 | $9K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 93 | $8K |
| Transce3nd, LLC | 0.00% | Reduce -61.3% | 67 | $6K |
| Country Trust Bank | 0.00% | No change | 60 | $5K |
| Paladin Advisory Group, LLC | 0.00% | New | 58 | $5K |
| American National Bank & Trust | 0.00% | No change | 55 | $5K |
| Strategic Wealth Partners, Ltd. | 0.00% | — | 51 | $5K |
| Keystone Global Partners, LLC | 0.00% | New | 45 | $4K |
| Wood Tarver Financial Group, LLC | 0.00% | No change | 48 | $4K |
| St Germain D J Co. Inc. | 0.00% | No change | 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% | No change | 26 | $2K |
| Global Wealth Strategies & Associates | 0.00% | No change | 2 | $182 |
| SBI Securities Co., Ltd. | 0.00% | No change | 1 | $91 |
"% of holder's portfolio" is FTCS's weight in each manager's 13F, not the share of First Trust Capital Strength the manager owns.