First Trust Capital StrengthFTCSETF
13F holders, Q3 2025 (September 30)518holders −11
34new positions
42sold out
2famous investors
$93.75avg. 13F price*
At the end of Q3 2025, 518 institutions reported holding First Trust Capital Strength (FTCS) in their 13F filings, down 11 from Q2 2025. 34 opened new positions and 42 sold out. The largest holders were LPL Financial LLC ($756.4M), Morgan Stanley ($541.3M) and Raymond James Financial Inc. ($454.0M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors'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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $20.2M |
| Exits | 42 | $88.4M |
All 13F filers, Q2 2025 → Q3 2025: 1,539,421 shares bought and 2,689,549 shares sold, net −1,150,128 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 518 holders
| LPL Financial LLC | 0.22% | Reduce -0.8% | 8,077,533 | $756.4M |
| Morgan Stanley | 0.03% | Reduce -2.8% | 5,780,548 | $541.3M |
| Raymond James Financial Inc. | 0.15% | Reduce -3.8% | 4,848,067 | $454.0M |
| Wells Fargo & Company | 0.06% | Reduce -0.7% | 3,063,626 | $286.9M |
| Bank of America Corp. | 0.01% | Reduce -2.4% | 1,673,084 | $156.7M |
| Cetera Investment Advisers | 0.18% | Add +11.5% | 1,630,316 | $152.7M |
| UBS Group AG | 0.03% | Reduce -6.8% | 1,408,175 | $131.9M |
| Osaic Holdings, Inc. | 0.18% | Add +7.6% | 1,341,055 | $125.1M |
| Royal Bank of Canada | 0.02% | Reduce -3.0% | 1,159,659 | $108.6M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -0.6% | 1,134,550 | $106.2M |
| Commonwealth Equity Services, LLC | 0.14% | Reduce -1.7% | 1,121,253 | $105.0M |
| Cambridge Investment Research Advisors, Inc. | 0.26% | Add +1.1% | 1,011,465 | $94.7M |
| Ameriprise Financial Inc. | 0.02% | Reduce -0.5% | 971,297 | $90.9M |
| Stifel Financial Corp. | 0.06% | Add +10.5% | 745,294 | $69.8M |
| Private Advisor Group, LLC | 0.34% | Reduce -5.3% | 730,079 | $68.4M |
| Jones Financial Companies LLLP | 0.04% | Add +19.9% | 665,115 | $61.8M |
| Harbour Investments, Inc. | 1.26% | Add +0.9% | 592,960 | $55.5M |
| Truist Financial Corp. | 0.07% | Reduce -0.0% | 571,343 | $53.5M |
| Concurrent Investment Advisors, LLC | 0.74% | Add +3.1% | 455,404 | $42.6M |
| Silver Oak Securities, Incorporated | 3.07% | Add +1.9% | 438,255 | $41.0M |
| Janney Montgomery Scott LLC | 0.09% | Add +8.9% | 401,301 | $37.6M |
| Kestra Advisory Services, LLC | 0.17% | Reduce -9.3% | 386,891 | $36.2M |
| American Financial Advisors, LLC | 4.56% | Add +2.8% | 378,332 | $35.4M |
| Pollock Investment Advisors, LLC | 27.28% | Reduce -4.3% | 372,001 | $34.8M |
| MML Investors Services, LLC | 0.09% | Reduce -7.6% | 363,652 | $34.1M |
| Park National Corp. | 1.06% | Reduce -14.9% | 360,499 | $33.8M |
| IFG Advisory, LLC | 1.44% | Add +2.9% | 337,519 | $31.6M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Reduce -0.8% | 331,063 | $31.0M |
| Archer Investment Corp | 6.82% | Reduce -1.6% | 322,440 | $30.2M |
| Gratus Wealth Advisors, LLC | 4.03% | Add +3.8% | 305,951 | $28.6M |
| Two Sigma Investments, LP | 0.04% | Add +1226.4% | 286,500 | $26.8M |
| D.A. Davidson & Co. | 0.17% | Add +2.3% | 283,547 | $26.6M |
| NewEdge Advisors, LLC | 0.12% | Add +16.1% | 193,873 | $25.9M |
| Randall & Associates Wealth Management | 18.53% | Add +4.9% | 272,526 | $25.5M |
| Regal Investment Advisors LLC | 1.60% | Add +1.5% | 262,228 | $24.6M |
| Baird Financial Group, Inc. | 0.04% | Reduce -5.0% | 257,224 | $24.1M |
| Scarborough Advisors, LLC | 4.11% | Add +3.2% | 248,729 | $23.3M |
| Heck Capital Advisors, LLC | 1.61% | Reduce -3.5% | 222,520 | $20.8M |
| HBK Sorce Advisory LLC | 0.52% | Add +0.6% | 222,761 | $20.7M |
| Mariner, LLC | 0.03% | Add +18.9% | 210,476 | $19.7M |
| Prospera Financial Services Inc | 0.28% | Reduce -25.8% | 172,756 | $16.2M |
| Rockefeller Capital Management L.P. | 0.03% | Reduce -6.2% | 168,279 | $15.8M |
| Investors Research Corp | 2.89% | Add +4.6% | 166,534 | $15.6M |
| Oppenheimer & Co. Inc. | 0.19% | Add +2.9% | 165,092 | $15.5M |
| tru Independence LLC | 3.99% | Add +6.6% | 163,905 | $15.3M |
| Vestmark Advisory Solutions, Inc. | 0.28% | Reduce -51.5% | 156,267 | $14.6M |
| Sargent Investment Group, LLC | 2.07% | Reduce -4.2% | 154,844 | $14.5M |
| Stratos Wealth Partners, LTD. | 0.15% | Reduce -2.2% | 135,390 | $12.7M |
| Walkner Condon Financial Advisors LLC | 1.99% | Add +19.6% | 134,338 | $12.6M |
| HighTower Advisors, LLC | 0.01% | Add +4.0% | 124,618 | $11.7M |
| Ergawealth Advisors, Inc. | 5.30% | Reduce -24.5% | 121,518 | $11.4M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -0.1% | 118,234 | $11.1M |
| Holistic Financial Partners | 4.52% | Add +2.1% | 117,758 | $11.0M |
| Virtus Wealth Solutions LLC | 2.02% | Reduce -2.8% | 112,317 | $10.5M |
| Western Wealth Management, LLC | 0.55% | Reduce -0.4% | 111,446 | $10.4M |
| Golden State Wealth Management, LLC | 1.14% | Reduce -3.4% | 110,235 | $10.3M |
| Concentrum Wealth Management | 2.96% | Add +5.1% | 109,417 | $10.2M |
| Equitable Holdings, Inc. | 0.07% | Add +3.3% | 108,717 | $10.2M |
| Gateway Wealth Partners, LLC | 1.36% | Reduce -2.3% | 107,273 | $10.0M |
| Steward Partners Investment Advisory, LLC | 0.06% | Add +4.1% | 104,445 | $9.8M |
| Great Valley Advisor Group, Inc. | 0.19% | Add +0.3% | 102,948 | $9.6M |
| Arkadios Wealth Advisors | 0.23% | Add +14.9% | 100,380 | $9.4M |
| Solano Wealth Investment Advisors LLC | 4.49% | Reduce -2.1% | 99,363 | $9.3M |
| Valmark Advisers, Inc. | 0.12% | Reduce -2.3% | 98,222 | $9.2M |
| Benjamin Edwards Inc. | 0.10% | Add +24.3% | 97,188 | $9.1M |
| Triumph Capital Management | 2.30% | Add +83.9% | 91,042 | $8.5M |
| TD Capital Management LLC | 0.75% | Reduce -4.4% | 89,217 | $8.4M |
| PFG Advisors | 0.34% | Reduce -4.1% | 88,703 | $8.3M |
| Commonwealth Financial Services, LLC | 1.40% | Add +17.4% | 87,554 | $8.2M |
| Kingswood Wealth Advisors, LLC | 0.49% | Add +56.4% | 87,278 | $8.2M |
| Kestra Private Wealth Services, LLC | 0.11% | Reduce -2.4% | 86,207 | $8.1M |
| Southland Equity Partners LLC | 1.59% | Reduce -4.1% | 83,909 | $7.9M |
| Morey & Quinn Wealth Partners, LLC | 5.71% | Add +0.0% | 82,673 | $7.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +47.9% | 79,086 | $7.4M |
| RiverTree Advisors, LLC | 4.72% | Reduce -0.3% | 78,630 | $7.4M |
| Kingsview Wealth Management, LLC | 0.11% | Reduce -4.0% | 77,981 | $7.3M |
| Dagco, Inc. | 1.81% | Reduce -4.1% | 76,715 | $7.2M |
| Creative Planning | 0.01% | Reduce -6.6% | 74,828 | $7.0M |
| Assetmark, Inc. | 0.01% | Add +8.7% | 73,821 | $6.9M |
| IMG Wealth Management, Inc. | 4.67% | Add +10.7% | 73,676 | $6.9M |
| PCG Wealth Advisors, LLC | 2.00% | Reduce -2.6% | 73,324 | $6.9M |
| GPS Wealth Strategies Group, LLC | 0.72% | Reduce -3.9% | 72,948 | $6.8M |
| Stephens Inc. | 0.09% | Reduce -0.4% | 72,646 | $6.8M |
| &partners | 0.04% | Add +1.2% | 71,074 | $6.7M |
| Integrated Wealth Concepts LLC | 0.06% | Reduce -24.8% | 68,820 | $6.4M |
| Plotkin Financial Advisors, LLC | 3.13% | Reduce -2.1% | 67,535 | $6.3M |
| Atlas Wealth LLC | 2.52% | Add +7.9% | 63,088 | $5.9M |
| Elevation Point Wealth Partners, LLC | 0.39% | New | 59,624 | $5.6M |
| Ameritas Advisory Services, LLC | 0.36% | Add +9.2% | 59,446 | $5.6M |
| Key Client Fiduciary Advisors, LLC | 1.87% | Reduce -0.8% | 59,174 | $5.5M |
| Purus Wealth Management, LLC | 1.76% | Reduce -0.4% | 58,990 | $5.5M |
| Shelton Wealth Management, LLC | 2.56% | Add +3.1% | 58,726 | $5.5M |
| Claris Financial LLC | 3.12% | Add +46.6% | 58,630 | $5.5M |
| Snowden Capital Advisors LLC | 0.15% | Reduce -19.8% | 58,538 | $5.5M |
| Bernardo Wealth Planning LLC | 1.07% | Add +0.0% | 58,436 | $5.5M |
| Wedbush Securities Inc. | 0.18% | Reduce -22.4% | 57,664 | $5.4M |
| ABLE Financial Group, LLC | 1.17% | Reduce -3.0% | 57,566 | $5.4M |
| IHT Wealth Management, LLC | 0.13% | Reduce -3.2% | 56,791 | $5.3M |
| Intellus Advisors LLC | 0.72% | Reduce -1.8% | 56,326 | $5.3M |
| MAI Capital Management | 0.03% | Reduce -4.0% | 52,960 | $5.0M |
| Geneos Wealth Management Inc. | 0.13% | Reduce -0.6% | 52,730 | $4.9M |
| Y.D. More Investments Ltd | 0.28% | Reduce -10.2% | 52,509 | $4.9M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -4.8% | 52,228 | $4.9M |
| Tradition Wealth Management, LLC | 0.35% | Reduce -2.5% | 50,763 | $4.8M |
| AE Wealth Management LLC | 0.03% | Reduce -3.2% | 49,716 | $4.7M |
| Independent Financial Group, LLC | 0.11% | Reduce -0.3% | 49,220 | $4.6M |
| Daymark Wealth Partners, LLC | 0.16% | Add +52.7% | 49,133 | $4.6M |
| Aptus Capital Advisors, LLC | 0.04% | Add +4.4% | 48,884 | $4.6M |
| Lokken Investment Group LLC | 1.57% | Add +2.5% | 48,871 | $4.6M |
| Barrett & Company, Inc. | 1.55% | Add +0.1% | 48,354 | $4.5M |
| J.W. Cole Advisors, Inc. | 0.09% | Add +1.4% | 48,032 | $4.5M |
| Avior Wealth Management, LLC | 0.14% | Reduce -5.6% | 47,616 | $4.5M |
| Atria Investments, Inc | 0.05% | Reduce -21.3% | 47,155 | $4.4M |
| Stonehaven Wealth & Tax Solutions, LLC | 4.07% | Add +1.2% | 46,984 | $4.4M |
| KPP Advisory Services LLC | 0.65% | Reduce -44.3% | 46,679 | $4.4M |
| Citadel Advisors | 0.00% | Add +12.5% | 46,399 | $4.3M |
| Dynamic Advisor Solutions LLC | 0.12% | Add +5.0% | 45,501 | $4.3M |
| Sigma Planning Corp | 0.12% | Reduce -19.2% | 45,170 | $4.2M |
| World Investment Advisors | 0.09% | Reduce -0.9% | 44,883 | $4.2M |
| Forefront Wealth Partners, LLC | 1.02% | Reduce -26.4% | 43,421 | $4.1M |
| Summit Financial, LLC | 0.06% | Add +10.6% | 43,185 | $4.0M |
| FSB Premier Wealth Management, Inc. | 1.33% | Reduce -14.4% | 43,030 | $4.0M |
| Roman Butler Fullerton & Co. | 1.07% | Reduce -1.2% | 43,500 | $4.0M |
| Citigroup Inc. | 0.00% | Reduce -4.0% | 42,303 | $4.0M |
| Susquehanna International Group, LLP | 0.01% | Reduce -7.8% | 41,303 | $3.9M |
| Signature Estate & Investment Advisors LLC | 0.08% | Reduce -3.7% | 41,110 | $3.8M |
| Waterloo Capital, L.P. | 0.29% | Reduce -0.0% | 40,984 | $3.8M |
| Lanark Financial, Inc. | 0.29% | Reduce -41.0% | 40,450 | $3.8M |
| Waterfront Wealth Inc. | 0.76% | Reduce -3.4% | 39,546 | $3.7M |
| Brueske Advisory Services, LLC | 2.01% | Reduce -2.6% | 39,350 | $3.7M |
| Guardian Wealth Advisors, LLC / NC | 0.24% | Add +0.0% | 39,326 | $3.7M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -42.4% | 39,247 | $3.7M |
| IFS Group,LLC | 3.22% | — | 39,287 | $3.7M |
| International Assets Investment Management, LLC | 0.29% | No change | 38,494 | $3.5M |
| Strategic Blueprint, LLC | 0.15% | Add +0.4% | 37,310 | $3.5M |
| Essex Financial Services, Inc. | 0.21% | Reduce -1.4% | 36,694 | $3.4M |
| Comerica Bank | 0.01% | Reduce -0.6% | 36,674 | $3.4M |
| Perennial Investment Advisors, LLC | 0.28% | Reduce -5.1% | 36,523 | $3.4M |
| Ausdal Financial Partners, Inc. | 0.17% | Add +30.4% | 36,429 | $3.4M |
| Paragon Private Wealth Management, LLC | 1.06% | Reduce -5.2% | 34,480 | $3.2M |
| FMR LLC | 0.00% | Add +3.1% | 33,667 | $3.2M |
| Forge Financial Services LLC | 1.47% | Reduce -3.4% | 33,721 | $3.1M |
| Delos Wealth Advisors, LLC | 2.12% | Add +7.5% | 33,498 | $3.1M |
| Clear Creek Financial Management, LLC | 0.27% | Add +3.1% | 33,270 | $3.1M |
| Foundations Investment Advisors, LLC | 0.04% | Reduce -44.1% | 32,800 | $3.1M |
| Boyce & Associates Wealth Consulting, Inc. | 2.47% | Reduce -5.3% | 32,196 | $3.0M |
| TCFG Wealth Management, LLC | 1.18% | New | 32,014 | $3.0M |
| StoneX Group Inc. | 0.13% | Add +7.5% | 31,997 | $3.0M |
| Perissos Private Wealth Management, LLC | 2.16% | Reduce -6.1% | 31,715 | $3.0M |
| Gladstone Institutional Advisory LLC | 0.11% | Add +5.2% | 30,568 | $2.9M |
| Cwm, LLC | 0.01% | Reduce -4.4% | 30,326 | $2.8M |
| IFP Advisors, Inc | 0.07% | Reduce -6.3% | 29,747 | $2.8M |
| Midwest Financial Network, LLC | 2.23% | Add +26.2% | 29,293 | $2.7M |
| Centerpoint Advisory Group | 2.13% | Reduce -0.4% | 29,156 | $2.7M |
| Global Retirement Partners, LLC | 0.06% | Reduce -1.3% | 29,143 | $2.7M |
| JPMorgan Chase & Co. | 0.00% | Add +3.4% | 29,108 | $2.7M |
| B. Riley Wealth Advisors, Inc. | 0.13% | Add +0.0% | 29,056 | $2.7M |
| 1776 Wealth LLC | 1.04% | Reduce -2.1% | 28,861 | $2.7M |
| Cornerstone Wealth Management, LLC | 0.15% | Reduce -1.4% | 28,800 | $2.7M |
| Wetzel Investment Advisors, Inc. | 1.15% | Reduce -0.8% | 28,759 | $2.7M |
| ORBA Wealth Advisors, L.L.C. | 2.19% | Reduce -2.0% | 28,463 | $2.7M |
| Jaffetilchin Investment Partners, LLC | 0.16% | Add +4.5% | 28,220 | $2.6M |
| Intrua Financial, LLC | 0.31% | Reduce -0.3% | 27,840 | $2.6M |
| Tower Research Capital LLC (TRC) | 0.07% | Add +32.9% | 27,630 | $2.6M |
| Principal Securities, Inc. | 0.04% | Reduce -5.0% | 27,529 | $2.6M |
| Cozad Asset Management Inc. | 0.20% | Reduce -7.3% | 27,342 | $2.6M |
| Synovus Financial Corp. | 0.03% | Add +4.9% | 26,747 | $2.5M |
| Advisory Alpha, LLC | 0.07% | Reduce -0.9% | 26,732 | $2.5M |
| GTS Securities LLC | 0.10% | Add +103.3% | 26,585 | $2.5M |
| Richmond Investment Services, LLC | 0.46% | Reduce -14.6% | 26,244 | $2.5M |
| Integrity Alliance, Llc. | 0.12% | Add +49.9% | 26,138 | $2.4M |
| OneDigital Investment Advisors LLC | 0.03% | Add +3.3% | 26,028 | $2.4M |
| Marshall Investment Management, LLC | 1.27% | Add +39.6% | 25,533 | $2.4M |
| DHJJ Financial Advisors, Ltd. | 0.81% | Reduce -41.7% | 25,437 | $2.4M |
| Envision Financial LLC | 1.34% | Reduce -0.1% | 24,909 | $2.3M |
| Truvestments Capital LLC | 0.42% | Reduce -5.7% | 24,706 | $2.3M |
| Moloney Securities Asset Management, LLC | 0.27% | Reduce -1.0% | 23,946 | $2.2M |
| Bank of New York Mellon Corp | 0.00% | Add +10.9% | 23,811 | $2.2M |
| Farther Finance Advisors, LLC | 0.03% | Add +76.1% | 23,747 | $2.2M |
| Capital Analysts, LLC | 0.06% | Add +3.0% | 23,270 | $2.2M |
| Quad-Cities Investment Group, LLC | 0.90% | Reduce -3.7% | 22,511 | $2.1M |
| Fermata Advisors, LLC | 0.53% | Reduce -13.6% | 22,381 | $2.1M |
| Pine Valley Investments Ltd Liability Co | 0.11% | Add +0.7% | 22,319 | $2.1M |
| Mutual Advisors, LLC | 0.04% | Add +3.5% | 21,585 | $2.0M |
| Capital Investment Advisory Services, LLC | 0.16% | Add +0.4% | 21,454 | $2.0M |
| OneAscent Financial Services LLC | 0.13% | Reduce -2.4% | 21,383 | $2.0M |
| Kapstone Financial Advisors LLC | 0.94% | Reduce -7.2% | 21,253 | $2.0M |
| Prosperity Consulting Group, LLC | 0.10% | Reduce -0.8% | 21,216 | $2.0M |
| RFG Advisory, LLC | 0.04% | Reduce -9.9% | 21,007 | $2.0M |
| Winebrenner Capital Management LLC | 1.41% | Reduce -1.9% | 20,985 | $2.0M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -60.0% | 20,955 | $2.0M |
| HUB Investment Partners, LLC | 0.07% | New | 20,789 | $1.9M |
| Trueblood Wealth Management, LLC | 0.76% | Reduce -9.8% | 20,787 | $1.9M |
| Wisconsin Wealth Advisors, LLC | 1.80% | Add +6.8% | 20,135 | $1.9M |
| HFG Advisors, Inc. | 1.38% | Reduce -0.1% | 19,941 | $1.9M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +12.2% | 19,790 | $1.9M |
| ERn Financial, LLC | 0.36% | Add +0.8% | 19,741 | $1.8M |
| Cottonwood Capital Advisors, LLC | 1.33% | Reduce -0.0% | 19,512 | $1.8M |
| Darwin Wealth Management, LLC | 0.57% | Reduce -3.0% | 19,308 | $1.8M |
| Nations Financial Group Inc, /Ia/ | 0.11% | Reduce -2.7% | 19,271 | $1.8M |
| Park Avenue Securities LLC | 0.01% | Add +0.1% | 18,795 | $1.8M |
| Apollon Wealth Management, LLC | 0.03% | Reduce -1.4% | 18,775 | $1.8M |
| Confluence Wealth Services, Inc. | 0.09% | Add +0.3% | 18,697 | $1.8M |
| ForthRight Wealth Management, LLC | 0.50% | Reduce -11.2% | 18,525 | $1.7M |
| Mgo One Seven LLC | 0.04% | Reduce -7.4% | 18,011 | $1.7M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +2.0% | 17,896 | $1.7M |
| Strategy Asset Managers LLC | 0.30% | Reduce -27.0% | 17,729 | $1.7M |
| Cambridge Advisors Inc. | 0.32% | Reduce -11.2% | 17,556 | $1.6M |
| Sequent Planning LLC | 0.46% | Add +0.1% | 17,203 | $1.6M |
| Stillwater Wealth Management Group | 1.12% | — | 17,150 | $1.6M |
| Onyx Bridge Wealth Group LLC | 0.17% | Reduce -5.2% | 17,123 | $1.6M |
| Beacon Financial Group | 0.15% | No change | 16,650 | $1.6M |
| Iams Wealth Management, LLC | 0.61% | Reduce -2.5% | 16,222 | $1.5M |
| Creative Financial Designs Inc. | 0.10% | Reduce -8.6% | 16,211 | $1.5M |
| Beacon Financial Advisory LLC | 0.35% | Add +0.0% | 16,186 | $1.5M |
| Ashton Thomas Private Wealth, LLC | 0.04% | Reduce -5.0% | 16,075 | $1.5M |
| LaSalle St. Investment Advisors, LLC | 0.27% | Reduce -2.3% | 15,851 | $1.5M |
| Global Assets Advisory, LLC | 0.44% | Reduce -0.4% | 15,777 | $1.5M |
| DeDora Capital, Inc. | 0.35% | Reduce -23.3% | 15,578 | $1.5M |
| Axxcess Wealth Management, LLC | 0.03% | Add +7.4% | 15,559 | $1.5M |
| Sovran Advisors, LLC | 0.13% | Reduce -15.9% | 15,898 | $1.5M |
| Prosperity Financial Group, Inc. | 0.53% | Reduce -1.4% | 15,469 | $1.4M |
| Moment Partners, LLC | 0.25% | Add +1.0% | 15,225 | $1.4M |
| First PREMIER Bank | 0.32% | Reduce -0.0% | 15,223 | $1.4M |
| Rehmann Capital Advisory Group | 0.08% | New | 15,180 | $1.4M |
| Legacy Capital Wealth Partners, LLC | 0.31% | Add +5.8% | 15,089 | $1.4M |
| Smith, Moore & Co. | 0.11% | Add +2.6% | 15,034 | $1.4M |
| First Trust Advisors LP | 0.00% | Reduce -10.2% | 15,033 | $1.4M |
| Stonebridge Financial Planning Group, LLC | 0.52% | Reduce -2.6% | 14,669 | $1.4M |
| Keystone Wealth Services, LLC | 0.30% | New | 14,566 | $1.4M |
| US Bancorp \de | 0.00% | Reduce -25.1% | 14,249 | $1.3M |
| Twin Peaks Wealth Advisors, LLC | 0.46% | Reduce -2.3% | 14,241 | $1.3M |
| PFG Investments, LLC | 0.07% | Add +2.3% | 14,147 | $1.3M |
| Captrust Financial Advisors | 0.00% | Reduce -7.0% | 13,660 | $1.3M |
| Private Trust Co. NA | 0.11% | Add +14.5% | 13,644 | $1.3M |
| QTR Family Wealth, LLC | 0.60% | Reduce -8.4% | 13,418 | $1.3M |
| Cherry Creek Investment Advisors, Inc. | 0.53% | Reduce -22.4% | 13,139 | $1.2M |
| Keystone Financial Group | 0.09% | Add +4.7% | 13,133 | $1.2M |
| Hershey Financial Advisers, LLC | 1.05% | New | 13,064 | $1.2M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +191.3% | 12,928 | $1.2M |
| Arbor Capital Management Inc. | 0.96% | Add +4.1% | 12,858 | $1.2M |
| Oxford Financial Group, LTD. LLC | 0.07% | No change | 12,800 | $1.2M |
| Keystone Financial Services, LLC | 0.82% | Reduce -3.7% | 12,564 | $1.2M |
| Integrity Financial Corp | 0.56% | Reduce -9.6% | 12,526 | $1.2M |
| Avantax Planning Partners, Inc. | 0.03% | Reduce -1.0% | 12,519 | $1.2M |
| Whitaker-Myers Wealth Managers, LTD. | 0.25% | Reduce -5.4% | 12,363 | $1.2M |
| Schwallier Wealth Management LLC | 0.72% | Add +18.7% | 12,357 | $1.2M |
| Holos Integrated Wealth LLC | 0.67% | Reduce -0.0% | 12,283 | $1.1M |
| ARS Wealth Advisors Group, LLC | 0.11% | No change | 12,108 | $1.1M |
| Visionary Wealth Advisors | 0.05% | Reduce -39.6% | 11,931 | $1.1M |
| Private Advisory Group LLC | 0.10% | Add +6.1% | 11,920 | $1.1M |
| Savant Capital, LLC | 0.01% | Add +1.1% | 11,899 | $1.1M |
| Savvy Advisors, Inc. | 0.05% | Add +0.9% | 11,848 | $1.1M |
| SLT Holdings LLC | 0.73% | Reduce -70.6% | 11,691 | $1.1M |
| City Holding Co. | 0.13% | Reduce -0.5% | 11,278 | $1.1M |
| GAMMA Investing LLC | 0.06% | No change | 11,114 | $1.0M |
| Kaydan Wealth Management, Inc. | 0.29% | Reduce -2.2% | 10,971 | $1.0M |
| Chicago Partners Investment Group LLC | 0.03% | Add +0.1% | 11,057 | $1.0M |
| WASHINGTON TRUST Co | 0.03% | No change | 10,950 | $1.0M |
| KMG Fiduciary Partners, LLC | 0.07% | No change | 10,928 | $1.0M |
| Focus Financial Network, Inc. | 0.04% | Add +0.1% | 10,896 | $1.0M |
| Peak Planning Group, LLC | 0.52% | Add +0.1% | 10,689 | $1.0M |
| Lynch & Associates | 0.19% | Add +9.2% | 10,524 | $985K |
| WealthBridge Capital Management, LLC | 0.23% | Reduce -6.0% | 10,506 | $984K |
| Pinnacle Family Advisors, LLC | 0.43% | Reduce -22.4% | 10,431 | $977K |
| WCG Wealth Advisors LLC | 0.06% | Reduce -4.3% | 10,159 | $951K |
| Advisory Services Network, LLC | 0.01% | Reduce -7.0% | 10,139 | $949K |
| Proactive Wealth Strategies LLC | 0.41% | Add +6.6% | 10,079 | $944K |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -3.4% | 10,061 | $942K |
| Calton & Associates, Inc. | 0.14% | Add +122.2% | 9,983 | $935K |
| West Michigan Advisors, LLC | 0.22% | Reduce -12.1% | 9,893 | $926K |
| AdvisorNet Financial, Inc | 0.05% | Add +29.4% | 9,803 | $918K |
| Waverly Advisors, LLC | 0.01% | Add +87.8% | 9,623 | $901K |
| GSG Advisors LLC | 0.24% | Reduce -5.6% | 9,643 | $899K |
| Coppell Advisory Solutions LLC | 0.09% | Reduce -3.1% | 9,494 | $885K |
| Investment Planning Advisors, Inc. | 0.28% | Add +1.8% | 9,439 | $884K |
| Cresset Asset Management, LLC | 0.00% | Add +0.3% | 9,435 | $883K |
| Thoroughbred Financial Services, LLC | 0.05% | Reduce -4.1% | 9,237 | $864K |
| Koshinski Asset Management, Inc. | 0.06% | Reduce -3.8% | 8,937 | $837K |
| Moneywise, Inc. | 0.37% | Reduce -4.4% | 8,820 | $826K |
| Columbia Advisory Partners LLC | 0.56% | New | 8,658 | $811K |
| Gilliland Jeter Wealth Management LLC | 0.24% | Reduce -0.1% | 8,458 | $792K |
| Allworth Financial LP | 0.00% | Reduce -9.6% | 8,298 | $777K |
| Saxon Interests, Inc. | 0.30% | Reduce -20.0% | 8,211 | $765K |
| NWF Advisory Services Inc. | 0.08% | Add +7.7% | 8,000 | $749K |
| Capital Square, LLC | 0.38% | Reduce -5.8% | 7,963 | $746K |
| Puff Wealth Management, LLC | 1.09% | Reduce -5.8% | 7,667 | $718K |
| Ameriflex Group, Inc. | 0.27% | Add +459.0% | 7,636 | $715K |
| LeClair Wealth Partners LLC | 0.44% | Reduce -0.5% | 7,623 | $714K |
| Kovack Advisors, Inc. | 0.07% | Reduce -12.4% | 7,568 | $709K |
| MTM Investment Management, LLC | 0.23% | No change | 7,564 | $708K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +1.2% | 7,289 | $683K |
| American Institute for Advanced Investment Management, LLP | 0.44% | Add +1.5% | 7,233 | $677K |
| Independent Wealth Network Inc. | 0.21% | Add +2.9% | 7,096 | $664K |
| Wolff Wiese Magana LLC | 0.38% | Reduce -3.1% | 7,074 | $662K |
| Founders Financial Securities LLC | 0.04% | Reduce -27.2% | 7,027 | $658K |
| Inscription Capital, LLC | 0.07% | Reduce -6.6% | 6,958 | $652K |
| Trek Financial, LLC | 0.04% | No change | 6,895 | $646K |
| Spectrum Wealth Advisory Group, LLC | 0.26% | Reduce -0.0% | 6,827 | $639K |
| Medallion Wealth Advisors, LLC | 0.23% | Reduce -4.2% | 6,800 | $637K |
| Meitav Investment House Ltd. | 0.01% | No change | 6,656 | $623K |
| Blair William & Co. | 0.00% | Add +0.5% | 6,639 | $622K |
| Panoramic Investment Advisors, LLC | 0.35% | Reduce -1.9% | 6,590 | $617K |
| Citizens Financial Group Inc. | 0.01% | Add +0.1% | 6,545 | $613K |
| NewEdge Wealth, LLC | 0.01% | Add +0.0% | 6,696 | $610K |
| Meridian Wealth Management, LLC | 0.02% | Add +168.0% | 6,464 | $605K |
| Spire Wealth Management | 0.02% | Reduce -23.8% | 6,450 | $604K |
| Formidable Asset Management, LLC | 0.09% | Add +4.6% | 6,492 | $590K |
| Kraft, Davis & Associates, LLC | 0.14% | No change | 6,294 | $590K |
| Crux Wealth Advisors | 0.23% | Reduce -4.5% | 6,264 | $587K |
| BlueChip Wealth Advisors LLC | 0.25% | Reduce -68.9% | 6,226 | $583K |
| Insigneo Advisory Services, LLC | 0.04% | Reduce -1.0% | 6,207 | $581K |
| Eldridge Investment Advisors, Inc. | 0.13% | No change | 6,164 | $577K |
| Investment Partners Asset Management, Inc. | 0.38% | Reduce -12.3% | 6,151 | $576K |
| AQR Capital Management | 0.00% | Add +115.1% | 6,102 | $571K |
| Cyndeo Wealth Partners, LLC | 0.03% | Add +9.5% | 6,098 | $571K |
| Stratos Wealth Advisors, LLC | 0.03% | Reduce -24.0% | 6,047 | $566K |
| O'ROURKE & COMPANY, Inc | 0.23% | Reduce -1.6% | 6,006 | $562K |
| Huntleigh Advisors, Inc. | 0.09% | Add +2.0% | 5,940 | $556K |
| Tiaa Trust, National Association | 0.00% | Add +1.6% | 5,926 | $555K |
| Voisard Asset Management Group, Inc. | 0.13% | No change | 5,800 | $543K |
| Pure Financial Advisors, LLC | 0.01% | No change | 5,797 | $543K |
| Simplicity Wealth,LLC | 0.03% | New | 5,501 | $515K |
| American Capital Advisory, LLC | 0.24% | Add +0.3% | 5,486 | $514K |
| Cascade Investment Group, Inc. | 0.33% | Add +0.6% | 5,398 | $505K |
| Traction Financial Partners, LLC | 0.31% | Reduce -28.0% | 5,330 | $499K |
| Mercer Global Advisors Inc. | 0.00% | Add +67.2% | 5,243 | $491K |
| Wealth Watch Advisors, INC | 0.20% | Reduce -24.2% | 5,199 | $487K |
| Novak & Powell Financial Services, Inc. | 0.25% | Reduce -3.7% | 5,154 | $483K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 5,079 | $476K |
| Main Street Financial Solutions, LLC | 0.03% | Reduce -5.4% | 5,030 | $471K |
| Beck Bode, LLC | 0.08% | Reduce -43.8% | 4,996 | $468K |
| SageView Advisory Group, LLC | 0.02% | Add +0.1% | 4,936 | $462K |
| Moors & Cabot, Inc. | 0.02% | Add +9.7% | 4,837 | $453K |
| Millennium Capital Advisors, LLC | 0.27% | No change | 4,828 | $452K |
| HBW Advisory Services LLC | 0.05% | Reduce -19.3% | 4,826 | $452K |
| Brookstone Capital Management | 0.01% | Add +4.3% | 4,811 | $451K |
| CLG LLC | 0.12% | Reduce -32.6% | 4,806 | $450K |
| Level Four Advisory Services, LLC | 0.02% | Reduce -4.1% | 4,802 | $450K |
| Balance Wealth Partners LLC | 0.11% | Reduce -2.8% | 4,797 | $449K |
| Synergy Investment Management, LLC | 0.17% | Reduce -6.7% | 4,767 | $446K |
| Tritonpoint Wealth, LLC | 0.04% | No change | 4,665 | $437K |
| Diversify Advisory Services, LLC | 0.01% | Reduce -13.4% | 4,802 | $436K |
| Jane Street Group, LLC | 0.00% | Reduce -56.5% | 4,611 | $432K |
| Principle Wealth Partners LLC | 0.02% | No change | 4,554 | $426K |
| Woodward Diversified Capital, LLC | 0.20% | Reduce -0.6% | 4,510 | $422K |
| Bradley Foster & Sargent Inc. | 0.01% | Reduce -13.5% | 4,496 | $421K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | No change | 4,485 | $420K |
| REAP Financial Group, LLC | 0.09% | Add +10.9% | 4,464 | $418K |
| Wesbanco Bank Inc. | 0.01% | No change | 4,456 | $417K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | Add +0.1% | 4,410 | $413K |
| Collaborative Wealth Managment Inc. | 0.17% | Add +0.0% | 4,409 | $413K |
| Fairvoy Private Wealth, LLC | 0.09% | No change | 4,342 | $407K |
| Per Stirling Capital Management, LLC. | 0.05% | No change | 4,322 | $405K |
| Peapack Gladstone Financial Corp. | 0.01% | Reduce -9.8% | 4,274 | $400K |
| Level Wealth Management LLC | 0.21% | No change | 4,263 | $399K |
| Modern Wealth Management, LLC | 0.01% | Reduce -3.9% | 4,250 | $398K |
| Strategies Wealth Advisors, LLC | 0.04% | Add +0.2% | 4,203 | $394K |
| Plum Street Advisors, LLC | 0.15% | New | 4,195 | $393K |
| Brass Tax Wealth Management, Inc. | 0.06% | No change | 4,122 | $386K |
| Larson Financial Group LLC | 0.01% | Reduce -19.0% | 4,090 | $383K |
| MPWM Advisory Solutions, LLC | 0.22% | Reduce -1.1% | 3,996 | $374K |
| Core Wealth Partners LLC | 0.17% | Add +0.1% | 3,971 | $372K |
| Prasad Wealth Partners, LLC | 0.10% | Reduce -2.8% | 3,950 | $370K |
| Balboa Wealth Partners | 0.06% | Reduce -1.7% | 3,948 | $370K |
| First Heartland Consultants, Inc. | 0.03% | Reduce -11.1% | 3,946 | $370K |
| Claro Advisors Inc. | 0.05% | No change | 3,941 | $369K |
| Clark Capital Management Group, Inc. | 0.00% | No change | 3,853 | $361K |
| Fragasso Financial Advisors Inc | 0.02% | Add +0.3% | 3,809 | $357K |
| Founders Financial Alliance, LLC | 0.07% | Add +1.4% | 3,805 | $356K |
| Quantinno Capital Management LP | 0.00% | New | 3,789 | $355K |
| Triad Wealth Partners, LLC | 0.04% | New | 3,724 | $349K |
| ORG Partners LLC | 0.06% | No change | 3,700 | $346K |
| NorthCoast Asset Management LLC | 0.00% | No change | 3,700 | $346K |
| KERR FINANCIAL PLANNING Corp | 0.49% | — | 3,772 | $346K |
| SeaCrest Wealth Management, LLC | 0.04% | Reduce -2.6% | 3,685 | $346K |
| Arete Wealth Advisors, LLC | 0.02% | Reduce -38.5% | 3,641 | $341K |
| Impact Partnership Wealth, LLC | 0.05% | Reduce -18.9% | 3,631 | $340K |
| Grantvest Financial Group LLC | 0.23% | No change | 3,563 | $334K |
| Harvest Investment Services, LLC | 0.07% | Reduce -8.0% | 3,516 | $329K |
| Signaturefd, LLC | 0.01% | Reduce -14.0% | 3,485 | $326K |
| Hilltop Holdings Inc. | 0.02% | New | 3,480 | $326K |
| Gentry Private Wealth, LLC | 0.22% | Reduce -4.3% | 3,434 | $322K |
| National Wealth Management Group, LLC | 0.12% | Reduce -1.6% | 3,390 | $317K |
| Elevated Capital Advisors, LLC | 0.08% | No change | 3,336 | $312K |
| Northern Trust Corp. | 0.00% | New | 3,326 | $311K |
| LVZ, Inc. | 0.04% | Reduce -9.3% | 3,317 | $311K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 3,368 | $309K |
| Wealth Management Associates, Inc. | 0.11% | Add +0.6% | 3,273 | $306K |
| L. Roy Papp & Associates, LLP | 0.03% | No change | 3,260 | $305K |
| Belpointe Asset Management LLC | 0.01% | Reduce -14.0% | 3,202 | $300K |
| Harbor Asset Planning, Inc. | 0.27% | Add +0.0% | 3,185 | $298K |
| Nova Wealth Management, Inc. | 0.21% | Reduce -24.3% | 3,149 | $295K |
| Fidelis Capital Partners, LLC | 0.02% | No change | 3,120 | $292K |
| Strategic Equity Management | 0.11% | Reduce -1.1% | 3,069 | $287K |
| Commerce Bank | 0.00% | Reduce -9.1% | 3,054 | $286K |
| Twin City Private Wealth, LLC | 0.22% | Reduce -7.0% | 3,021 | $283K |
| Petix & Botte Co | 0.06% | No change | 2,994 | $280K |
| Brown Advisory Inc. | 0.00% | Add +11.8% | 2,981 | $279K |
| SFG Wealth Management, LLC. | 0.12% | Reduce -2.6% | 2,949 | $276K |
| Summit Investment Advisory Services, LLC | 0.11% | Reduce -1.1% | 2,939 | $275K |
| Alliance Wealth Advisors, LLC | 0.14% | No change | 2,920 | $273K |
| Grove Bank & Trust | 0.03% | No change | 2,900 | $272K |
| CreativeOne Wealth, LLC | 0.01% | New | 2,836 | $266K |
| Bessemer Group Inc. | 0.00% | No change | 2,810 | $263K |
| Csenge Advisory Group | 0.01% | New | 2,691 | $252K |
| Insight Advisors, LLC/ PA | 0.04% | Reduce -23.0% | 2,675 | $251K |
| 25 LLC | 0.08% | No change | 2,650 | $248K |
| McDonough Capital Management, Inc | 0.12% | No change | 2,639 | $247K |
| RiverFront Investment Group, LLC | 0.00% | Reduce -0.8% | 2,634 | $247K |
| Narus Financial Partners, LLC | 0.07% | Add +1.4% | 2,625 | $246K |
| Sagespring Wealth Partners, LLC | 0.00% | Add +2.8% | 2,606 | $244K |
| Cypress Capital Group | 0.03% | Reduce -13.3% | 2,605 | $244K |
| Saxony Capital Management, LLC | 0.16% | Reduce -9.8% | 2,600 | $243K |
| DAVENPORT & Co LLC | 0.00% | No change | 2,520 | $236K |
| WealthCare Investment Partners, LLC | 0.08% | Reduce -0.4% | 2,490 | $232K |
| CIBC Private Wealth Group LLC | 0.00% | Add +175.8% | 2,471 | $231K |
| Summit Wealth & Retirement Planning, Inc. | 0.06% | No change | 2,433 | $228K |
| MBE Wealth Management, LLC | 0.10% | No change | 2,423 | $227K |
| WJ Wealth Management, LLC | 0.10% | Reduce -52.9% | 2,485 | $227K |
| Fifth Third Wealth Advisors LLC | 0.01% | Add +6.5% | 2,418 | $226K |
| Moneta Group Investment Advisors LLC | 0.00% | New | 2,386 | $223K |
| Rossby Financial, LCC | 0.07% | Add +46.8% | 2,390 | $223K |
| Cypress Wealth Services, LLC | 0.04% | Add +0.2% | 2,371 | $222K |
| World Equity Group, Inc. | 0.05% | Reduce -0.8% | 2,357 | $221K |
| Continuum Advisory, LLC | 0.02% | No change | 2,357 | $221K |
| Herold Advisors, Inc. | 0.05% | Reduce -62.7% | 2,324 | $218K |
| Mayflower Financial Advisors, LLC | 0.03% | No change | 2,293 | $215K |
| Novem Group | 0.03% | New | 2,289 | $214K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.01% | Reduce -14.5% | 2,234 | $209K |
| HRT Financial LP | 0.00% | Reduce -1.8% | 2,238 | $209K |
| SteelPeak Wealth, LLC | 0.01% | No change | 2,231 | $209K |
| AMG National Trust Bank | 0.01% | No change | 2,225 | $208K |
| Greenfield Savings Bank | 0.09% | No change | 2,219 | $208K |
| Diversified Enterprises, LLC | 0.01% | No change | 2,214 | $207K |
| Flputnam Investment Management Co. | 0.00% | New | 2,190 | $205K |
| Regions Financial Corp. | 0.00% | New | 2,163 | $203K |
| Retirement Guys Formula LLC | 0.07% | Reduce -21.7% | 2,137 | $200K |
| Blue Trust, Inc. | 0.00% | Reduce -9.3% | 2,101 | $197K |
| Tucker Asset Management LLC | 0.06% | Reduce -12.8% | 2,052 | $192K |
| Luminist Capital LLC | 0.16% | No change | 1,977 | $184K |
| Missouri Trust & Investment Co | 0.05% | New | 1,700 | $159K |
| FWL Investment Management, LLC | 0.04% | Reduce -3.8% | 1,669 | $156K |
| Clearstead Advisors, LLC | 0.00% | No change | 1,650 | $155K |
| Albion Financial Group | 0.01% | Reduce -14.7% | 1,630 | $153K |
| Peterson Wealth Services | 0.04% | Add +33.5% | 2,156 | $151K |
| Hazlett, Burt & Watson, Inc. | 0.05% | Add +149.0% | 1,539 | $144K |
| Fifth Third Bancorp | 0.00% | Reduce -26.3% | 1,363 | $128K |
| Thompson Investment Management, Inc. | 0.02% | No change | 1,325 | $124K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +12.3% | 1,296 | $121K |
| Tidemark, LLC | 0.03% | Add +0.1% | 1,253 | $117K |
| Operose Advisors LLC | 0.03% | Add +0.3% | 1,198 | $112K |
| Russell Investments Group, Ltd. | 0.00% | Add +0.5% | 1,126 | $105K |
| Glassman Wealth Services | 0.01% | No change | 1,000 | $94K |
| Pinnacle Bancorp, Inc. | 0.03% | No change | 914 | $86K |
| CoreCap Advisors, LLC | 0.00% | Reduce -93.3% | 862 | $81K |
| N.E.W. Advisory Services LLC | 0.01% | Add +0.2% | 833 | $78K |
| Richard W. Paul & Associates, LLC | 0.03% | Reduce -53.9% | 829 | $78K |
| Smartleaf Asset Management LLC | 0.00% | Add +84.5% | 821 | $77K |
| Anchor Investment Management, LLC | 0.01% | No change | 800 | $75K |
| Stephens Consulting, LLC | 0.03% | Reduce -12.2% | 778 | $73K |
| TD Private Client Wealth LLC | 0.00% | Add +20.5% | 763 | $71K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 747 | $70K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | Reduce -32.2% | 738 | $69K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -24.7% | 649 | $61K |
| Hanson & Doremus Investment Management | 0.01% | No change | 629 | $59K |
| GGM Financial LLC | 0.03% | New | 605 | $57K |
| Bank of Montreal | 0.00% | Reduce -8.6% | 603 | $56K |
| Raffa Wealth Management, LLC | 0.01% | Reduce -48.0% | 583 | $55K |
| Luken Investment Analytics, LLC | 0.02% | No change | 568 | $53K |
| Compass Financial Services Inc | 0.02% | Add +0.2% | 533 | $50K |
| BlackRock, Inc. | 0.00% | No change | 450 | $42K |
| Pin Oak Investment Advisors Inc. | 0.03% | Add +0.0% | 449 | $42K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -48.0% | 439 | $41K |
| BankPlus Trust Department | 0.01% | No change | 429 | $40K |
| Quaker Wealth Management, LLC | 0.01% | Reduce -48.0% | 424 | $40K |
| Consultiva Wealth Management, Corp. | 0.11% | No change | 420 | $39K |
| Root Financial Partners, LLC | 0.00% | New | 400 | $37K |
| Financial Perspectives, Inc | 0.01% | No change | 381 | $36K |
| Asset Dedication, LLC | 0.00% | No change | 368 | $34K |
| Abound Wealth Management | 0.01% | No change | 350 | $33K |
| Centennial Bank | 0.01% | No change | 320 | $30K |
| Mather Group, Llc. | 0.00% | New | 319 | $30K |
| Princeton Global Asset Management LLC | 0.00% | New | 312 | $29K |
| Davis Capital Management | 0.02% | — | 301 | $28K |
| Bokf, NA | 0.00% | New | 294 | $28K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 279 | $26K |
| Salomon & Ludwin, LLC | 0.00% | No change | 275 | $26K |
| SouthState Bank Corp | 0.00% | No change | 275 | $26K |
| Dunhill Financial, LLC | 0.01% | No change | 274 | $26K |
| Wagner Wealth Management, LLC | 0.01% | No change | 246 | $23K |
| Pillar Financial Advisors, LLC | 0.01% | New | 209 | $20K |
| Glen Eagle Advisors, LLC | 0.00% | New | 200 | $19K |
| Quest 10 Wealth Builders, Inc. | 0.02% | No change | 200 | $19K |
| Accordant Advisory Group Inc | 0.01% | No change | 200 | $19K |
| WealthShield Partners, LLC | 0.00% | No change | 200 | $19K |
| Tortoise Investment Management, LLC | 0.00% | No change | 200 | $19K |
| Imprint Wealth LLC | 0.05% | — | 164 | $15K |
| Key Financial Inc | 0.00% | No change | 141 | $13K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 135 | $13K |
| Parallel Advisors, LLC | 0.00% | New | 125 | $12K |
| JNBA Financial Advisors | 0.00% | Reduce -17.7% | 116 | $11K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 110 | $10K |
| Creekmur Asset Management LLC | 0.00% | Reduce -3.7% | 103 | $10K |
| LRI Investments, LLC | 0.00% | No change | 100 | $9K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 93 | $9K |
| Caitlin John, LLC | 0.00% | New | 75 | $7K |
| Wealthspire Advisors, LLC | 0.00% | New | 67 | $6K |
| Country Trust Bank | 0.00% | No change | 60 | $6K |
| American National Bank & Trust | 0.00% | No change | 55 | $5K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -83.1% | 50 | $5K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -95.0% | 49 | $5K |
| Optiver Holding B.V. | 0.00% | New | 44 | $4K |
| St Germain D J Co. Inc. | 0.00% | No change | 38 | $4K |
| Heartwood Wealth Advisors LLC | 0.00% | New | 34 | $3K |
| Eukles Asset Management | 0.00% | No change | 29 | $3K |
| Abich Financial Wealth Management LLC | 0.00% | — | 13 | $1K |
| Global Wealth Strategies & Associates | 0.00% | No change | 2 | $187 |
"% of holder's portfolio" is FTCS's weight in each manager's 13F, not the share of First Trust Capital Strength the manager owns.