First Trust Capital StrengthFTCSETF
13F holders, Q1 2026 (March 31)547holders +3
42new positions
36sold out
5famous investors
$92.74avg. 13F price*
At the end of Q1 2026, 547 institutions reported holding First Trust Capital Strength (FTCS) in their 13F filings, up 3 from Q4 2025. 42 opened new positions and 36 sold out. The largest holders were LPL Financial LLC ($698.4M), Morgan Stanley ($512.7M) and Raymond James Financial Inc. ($400.2M). 5 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- First Trust Capital Strength
- CUSIP
- 33733E104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 42 | $140.6M |
| Exits | 36 | $94.3M |
All 13F filers, Q4 2025 → Q1 2026: 2,584,728 shares bought and 4,159,548 shares sold, net −1,574,820 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 547 holders
| LPL Financial LLC | 0.19% | Reduce -2.0% | 7,528,935 | $698.4M |
| Morgan Stanley | 0.03% | Reduce -1.6% | 5,527,367 | $512.7M |
| Raymond James Financial Inc. | 0.12% | Reduce -4.3% | 4,314,302 | $400.2M |
| Wells Fargo & Company | 0.05% | Reduce -10.6% | 2,589,957 | $240.2M |
| Cetera Investment Advisers | 0.15% | Reduce -2.7% | 1,486,405 | $137.9M |
| Bank of America Corp. | 0.01% | Reduce -9.6% | 1,461,233 | $135.5M |
| UBS Group AG | 0.02% | Reduce -3.9% | 1,365,120 | $126.6M |
| Osaic Holdings, Inc. | 0.16% | Reduce -7.0% | 1,175,864 | $109.1M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -0.6% | 1,085,635 | $100.7M |
| Two Sigma Investments, LP | 0.08% | New | 1,059,800 | $98.3M |
| Royal Bank of Canada | 0.02% | Reduce -13.3% | 1,024,933 | $95.1M |
| Ameriprise Financial Inc. | 0.02% | Reduce -11.5% | 971,277 | $90.1M |
| Commonwealth Equity Services, LLC | 0.12% | Reduce -1.1% | 894,096 | $82.9M |
| Cambridge Investment Research Advisors, Inc. | 0.21% | Reduce -9.0% | 891,983 | $82.7M |
| Jones Financial Companies LLLP | 0.04% | Add +11.9% | 824,324 | $75.4M |
| Stifel Financial Corp. | 0.06% | Add +0.2% | 744,297 | $69.0M |
| Truist Financial Corp. | 0.07% | Reduce -2.9% | 551,942 | $51.2M |
| Private Advisor Group, LLC | 0.23% | Reduce -18.0% | 531,050 | $49.3M |
| Concurrent Investment Advisors, LLC | 0.47% | Reduce -2.1% | 460,550 | $42.7M |
| Harbour Investments, Inc. | 0.63% | Add +9.6% | 439,702 | $40.8M |
| Silver Oak Securities, Incorporated | 2.80% | Reduce -3.8% | 412,728 | $38.3M |
| Kestra Advisory Services, LLC | 0.14% | Add +4.4% | 400,906 | $37.2M |
| American Financial Advisors, LLC | 4.47% | Reduce -2.1% | 360,931 | $33.5M |
| Diversified Enterprises, LLC | 1.78% | Add +15866.3% | 349,982 | $32.5M |
| Park National Corp. | 0.91% | Reduce -4.8% | 322,143 | $29.9M |
| Archer Investment Corp | 5.60% | Reduce -6.6% | 282,951 | $26.2M |
| D.A. Davidson & Co. | 0.16% | Add +0.4% | 279,819 | $26.0M |
| Regal Investment Advisors LLC | 1.46% | Add +1.7% | 271,862 | $25.2M |
| Scarborough Advisors, LLC | 2.65% | Add +2.0% | 261,092 | $24.2M |
| Gratus Wealth Advisors, LLC | 3.04% | Reduce -26.3% | 226,645 | $21.0M |
| HBK Sorce Advisory LLC | 0.41% | Reduce -0.8% | 218,770 | $20.2M |
| MML Investors Services, LLC | 0.06% | Reduce -17.5% | 214,444 | $19.9M |
| Randall & Associates Wealth Management | 12.57% | Reduce -22.1% | 200,990 | $18.6M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -38.8% | 188,535 | $17.5M |
| tru Independence LLC | 8.50% | Add +4.4% | 185,321 | $17.2M |
| Heck Capital Advisors, LLC | 1.26% | Reduce -1.3% | 183,394 | $17.0M |
| Mariner, LLC | 0.02% | Reduce -12.1% | 182,749 | $17.0M |
| Vestmark Advisory Solutions, Inc. | 0.19% | Reduce -2.8% | 181,427 | $16.8M |
| Walkner Condon Financial Advisors LLC | 2.15% | Add +0.1% | 176,171 | $16.3M |
| Baird Financial Group, Inc. | 0.03% | Reduce -22.5% | 176,024 | $16.3M |
| Evelyn Partners Investment Management (Europe) Ltd | 5.55% | Reduce -3.3% | 173,872 | $16.1M |
| Gateway Wealth Partners, LLC | 0.61% | Add +99.2% | 169,052 | $15.7M |
| Rockefeller Capital Management L.P. | 0.02% | Reduce -18.9% | 151,471 | $14.1M |
| Independent Advisor Alliance | 0.14% | New | 145,579 | $13.5M |
| Sargent Investment Group, LLC | 1.68% | Reduce -6.1% | 137,151 | $12.7M |
| Oppenheimer & Co. Inc. | 0.15% | New | 132,603 | $12.3M |
| Equitable Holdings, Inc. | 0.07% | Add +10.1% | 124,130 | $11.5M |
| Goldman Sachs Group Inc. | 0.00% | Add +47.5% | 121,299 | $11.3M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -2.2% | 118,276 | $11.0M |
| HighTower Advisors, LLC | 0.01% | Reduce -2.9% | 116,167 | $10.8M |
| Holistic Financial Partners | 3.99% | Add +0.8% | 115,800 | $10.7M |
| Golden State Wealth Management, LLC | 1.15% | Add +5.2% | 113,267 | $10.5M |
| Western Wealth Management, LLC | 0.39% | Reduce -2.3% | 110,997 | $10.3M |
| Concentrum Wealth Management | 3.02% | Reduce -1.9% | 110,259 | $10.2M |
| Steward Partners Investment Advisory, LLC | 0.05% | Reduce -1.2% | 110,063 | $10.2M |
| Merit Financial Group, LLC | 0.08% | Reduce -2.3% | 109,637 | $10.2M |
| Arax Advisory Partners | 0.28% | Reduce -1.0% | 108,387 | $10.1M |
| Prospera Financial Services Inc | 0.16% | Add +0.6% | 107,471 | $10.0M |
| Virtus Wealth Solutions LLC | 1.88% | Reduce -4.1% | 106,553 | $9.9M |
| Commonwealth Financial Services, LLC | 1.56% | Add +11.6% | 106,231 | $9.9M |
| Benjamin Edwards Inc. | 0.09% | Reduce -2.6% | 102,080 | $9.5M |
| Summit Wealth Group LLC / Co. | 0.96% | Reduce -4.3% | 98,448 | $9.1M |
| Great Valley Advisor Group, Inc. | 0.16% | Add +0.3% | 95,606 | $8.9M |
| Rothschild Wealth LLC | 0.80% | Add +3.6% | 95,236 | $8.8M |
| Kingswood Wealth Advisors, LLC | 0.40% | Add +0.8% | 90,333 | $8.4M |
| Triumph Capital Management | 1.72% | Add +0.3% | 90,300 | $8.4M |
| TD Capital Management LLC | 0.74% | Reduce -0.1% | 88,822 | $8.2M |
| Creative Planning | 0.01% | Add +7.4% | 82,969 | $7.7M |
| Solano Wealth Investment Advisors LLC | 3.82% | Reduce -1.1% | 82,619 | $7.7M |
| Dagco, Inc. | 1.65% | Add +7.8% | 81,960 | $7.6M |
| Assetmark, Inc. | 0.02% | Add +5.9% | 81,432 | $7.6M |
| Southland Equity Partners LLC | 1.46% | Reduce -0.8% | 80,924 | $7.5M |
| Morey & Quinn Wealth Partners, LLC | 5.29% | Reduce -1.2% | 80,226 | $7.4M |
| Tudor Investment Corporation | 0.04% | Reduce -14.0% | 79,991 | $7.4M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +44.3% | 79,192 | $7.4M |
| RiverTree Advisors, LLC | 4.61% | Reduce -0.2% | 78,469 | $7.3M |
| Stratos Wealth Partners, LTD. | 0.08% | Reduce -42.5% | 75,310 | $7.0M |
| Wedbush Securities Inc. | 0.20% | Add +11.0% | 75,047 | $7.0M |
| Kingsview Wealth Management, LLC | 0.09% | Reduce -3.2% | 74,011 | $6.9M |
| Integrated Wealth Concepts LLC | 0.05% | Add +14.3% | 73,139 | $6.8M |
| PCG Wealth Advisors, LLC | 1.70% | Reduce -2.0% | 72,517 | $6.7M |
| OneDigital Investment Advisors LLC | 0.07% | Add +168.9% | 71,737 | $6.7M |
| &partners | 0.03% | Reduce -2.1% | 70,451 | $6.5M |
| Stephens Inc. | 0.08% | Reduce -2.0% | 68,809 | $6.4M |
| Plotkin Financial Advisors, LLC | 3.02% | Reduce -1.4% | 64,887 | $6.0M |
| Atlas Wealth LLC | 2.38% | Reduce -0.2% | 64,534 | $6.0M |
| Intellus Advisors LLC | 0.78% | Add +3.1% | 61,318 | $5.7M |
| Purus Wealth Management, LLC | 1.74% | Reduce -0.7% | 58,821 | $5.5M |
| Claris Financial LLC | 2.96% | Add +0.5% | 58,425 | $5.4M |
| Kestra Private Wealth Services, LLC | 0.07% | Reduce -31.5% | 57,534 | $5.3M |
| Arkadios Wealth Advisors | 0.09% | Reduce -12.1% | 57,304 | $5.3M |
| Shelton Wealth Management, LLC | 2.25% | Reduce -5.6% | 55,058 | $5.1M |
| Bernardo Wealth Planning LLC | 0.98% | Reduce -7.5% | 53,698 | $5.0M |
| ABLE Financial Group, LLC | 0.97% | Reduce -7.5% | 53,253 | $4.9M |
| World Investment Advisors | 0.08% | Reduce -0.1% | 52,655 | $4.9M |
| Stonehaven Wealth & Tax Solutions, LLC | 4.28% | Add +4.8% | 52,149 | $4.8M |
| IHT Wealth Management, LLC | 0.11% | Reduce -6.8% | 51,703 | $4.8M |
| AE Wealth Management LLC | 0.03% | Add +5.9% | 50,965 | $4.7M |
| Independent Financial Group, LLC | 0.11% | Add +0.2% | 50,680 | $4.7M |
| Geneos Wealth Management Inc. | 0.11% | Reduce -0.5% | 50,102 | $4.6M |
| Foundations Investment Advisors, LLC | 0.06% | Add +46.2% | 49,793 | $4.6M |
| Barrett & Company, Inc. | 1.58% | Add +3.0% | 49,409 | $4.6M |
| Forefront Wealth Partners, LLC | 1.88% | Add +3.1% | 48,532 | $4.5M |
| MAI Capital Management | 0.03% | Reduce -3.4% | 48,265 | $4.5M |
| Clear Creek Financial Management, LLC | 0.34% | Add +35.4% | 47,684 | $4.4M |
| Tradition Wealth Management, LLC | 0.31% | Reduce -3.7% | 47,643 | $4.4M |
| J.W. Cole Advisors, Inc. | 0.15% | Reduce -1.8% | 47,536 | $4.4M |
| KPP Advisory Services LLC | 0.64% | Reduce -8.0% | 47,418 | $4.4M |
| RFG Advisory, LLC | 0.08% | Add +116.0% | 46,900 | $4.4M |
| Atria Investments, Inc | 0.05% | Reduce -0.5% | 46,881 | $4.3M |
| PFG Advisors | 0.21% | Reduce -6.0% | 46,725 | $4.3M |
| Aptus Capital Advisors, LLC | 0.04% | Reduce -3.8% | 46,042 | $4.3M |
| Dakota Wealth Management | 0.09% | Reduce -7.5% | 43,972 | $4.1M |
| FSB Premier Wealth Management, Inc. | 1.26% | Reduce -0.1% | 43,515 | $4.0M |
| Valmark Advisers, Inc. | 0.05% | Reduce -30.9% | 43,266 | $4.0M |
| Roman Butler Fullerton & Co. | 1.10% | Reduce -1.9% | 42,430 | $4.0M |
| Avior Wealth Management, LLC | 0.11% | Add +0.0% | 42,321 | $3.9M |
| Sigma Planning Corp | 0.10% | Reduce -0.7% | 40,520 | $3.8M |
| International Assets Investment Management, LLC | 0.26% | Add +0.7% | 40,331 | $3.7M |
| Northbridge Financial Group, LLC | 1.60% | Add +2.6% | 39,648 | $3.7M |
| Lanark Financial, Inc. | 0.28% | Reduce -2.0% | 40,033 | $3.7M |
| NewEdge Advisors, LLC | 0.01% | Reduce -82.5% | 39,874 | $3.7M |
| Ergawealth Advisors, Inc. | 1.63% | Reduce -0.8% | 39,812 | $3.7M |
| Waterfront Wealth Inc. | 0.67% | Reduce -2.0% | 39,190 | $3.6M |
| FMR LLC | 0.00% | Add +13.7% | 39,102 | $3.6M |
| Delos Wealth Advisors, LLC | 2.06% | Add +12.3% | 38,791 | $3.6M |
| Mercer Global Advisors Inc. | 0.01% | Add +311.0% | 38,518 | $3.6M |
| Guardian Wealth Advisors, LLC / NC | 0.23% | Reduce -2.8% | 38,220 | $3.5M |
| Waterloo Capital, L.P. | 0.25% | Reduce -0.2% | 37,975 | $3.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +6362.1% | 36,705 | $3.4M |
| JPMorgan Chase & Co. | 0.00% | Add +25.7% | 37,029 | $3.4M |
| Pinnacle Financial Partners, Inc. | 0.03% | Add +12.3% | 36,329 | $3.4M |
| Citadel Advisors | 0.00% | Reduce -51.8% | 35,135 | $3.3M |
| Fifth Third Bancorp | 0.01% | Add +1770.9% | 35,098 | $3.3M |
| Essex Financial Services, Inc. | 0.18% | Add +0.2% | 35,007 | $3.2M |
| IFS Group,LLC | 2.88% | — | 34,831 | $3.2M |
| Ausdal Financial Partners, Inc. | 0.14% | Reduce -2.8% | 34,294 | $3.2M |
| Perennial Investment Advisors, LLC | 0.25% | Reduce -6.7% | 33,594 | $3.1M |
| Citigroup Inc. | 0.00% | Reduce -23.6% | 33,591 | $3.1M |
| IFP Advisors, Inc | 0.06% | Add +7.3% | 33,389 | $3.1M |
| Y.D. More Investments Ltd | 0.12% | Reduce -30.2% | 33,044 | $3.1M |
| Farther Finance Advisors, LLC | 0.03% | Reduce -20.0% | 32,386 | $3.0M |
| Elevation Point Wealth Partners, LLC | 0.07% | Reduce -4.0% | 32,352 | $3.0M |
| Crux Wealth Advisors | 1.14% | Add +3.5% | 31,948 | $3.0M |
| HighPoint Advisor Group LLC | 0.12% | Reduce -6.2% | 31,848 | $3.0M |
| Signature Estate & Investment Advisors LLC | 0.06% | Reduce -14.4% | 31,840 | $3.0M |
| Sun Financial Inc | 1.47% | Add +0.9% | 31,653 | $2.9M |
| Forge Financial Services LLC | 0.29% | Reduce -1.8% | 31,322 | $2.9M |
| Paragon Private Wealth Management, LLC | 0.89% | Reduce -6.8% | 30,693 | $2.8M |
| Hilton Head Capital Partners, LLC | 1.61% | Reduce -1.0% | 30,687 | $2.8M |
| TCFG Wealth Management, LLC | 1.06% | New | 30,353 | $2.8M |
| TCFG Investment Advisors, LLC | 1.06% | — | 30,353 | $2.8M |
| Crusonia Wealth Advisors LLC | 0.56% | Add +0.1% | 29,086 | $2.7M |
| Cwm, LLC | 0.01% | Reduce -6.5% | 29,081 | $2.7M |
| Perissos Private Wealth Management, LLC | 2.34% | Reduce -0.1% | 29,054 | $2.7M |
| Carlson Financial, Inc. | 1.57% | Add +0.2% | 28,769 | $2.7M |
| Centerpoint Advisory Group | 1.99% | Reduce -2.1% | 28,556 | $2.6M |
| Wetzel Investment Advisors, Inc. | 1.05% | Reduce -0.2% | 28,425 | $2.6M |
| Capital Developers, LLC | 2.36% | Reduce -1.1% | 28,278 | $2.6M |
| Daymark Wealth Partners, LLC | 0.08% | Reduce -17.3% | 28,254 | $2.6M |
| Gladstone Institutional Advisory LLC | 0.10% | Reduce -4.2% | 27,889 | $2.6M |
| Snowden Capital Advisors LLC | 0.07% | Reduce -50.5% | 27,868 | $2.6M |
| B. Riley Wealth Advisors, Inc. | 0.17% | Reduce -9.0% | 28,040 | $2.6M |
| Cornerstone Wealth Management, LLC | 0.13% | Reduce -0.4% | 27,737 | $2.6M |
| 1776 Wealth LLC | 1.01% | Reduce -0.4% | 27,638 | $2.6M |
| Jaffetilchin Investment Partners, LLC | 0.15% | Add +0.2% | 27,285 | $2.5M |
| Integrity Alliance, Llc. | 0.10% | Reduce -0.5% | 26,930 | $2.5M |
| Wisconsin Wealth Advisors, LLC | 2.42% | Add +31.2% | 26,564 | $2.5M |
| GTS Securities LLC | 0.09% | Add +197.4% | 26,308 | $2.4M |
| Midwest Financial Network, LLC | 1.93% | Reduce -16.4% | 26,246 | $2.4M |
| Richmond Investment Services, LLC | 0.39% | Reduce -2.6% | 25,724 | $2.4M |
| Advisory Alpha, LLC | 0.06% | Add +2.3% | 25,463 | $2.4M |
| Intrua Financial, LLC | 0.25% | Reduce -3.9% | 25,371 | $2.4M |
| Summit Financial, LLC | 0.03% | Reduce -0.2% | 25,020 | $2.3M |
| Dynamic Advisor Solutions LLC | 0.07% | Reduce -9.0% | 24,682 | $2.3M |
| Marshall Investment Management, LLC | 1.08% | Reduce -0.9% | 24,185 | $2.2M |
| Bank of New York Mellon Corp | 0.00% | Add +1.1% | 24,165 | $2.2M |
| Principal Securities, Inc. | 0.03% | Reduce -2.0% | 23,325 | $2.2M |
| Capital Analysts, LLC | 0.06% | Add +5.6% | 22,623 | $2.1M |
| DHJJ Financial Advisors, Ltd. | 0.69% | Reduce -7.2% | 22,343 | $2.1M |
| IMG Wealth Management, Inc. | 1.30% | Reduce -12.7% | 22,014 | $2.0M |
| Envision Financial LLC | 1.07% | Reduce -9.7% | 21,343 | $2.0M |
| Cozad Asset Management Inc. | 0.16% | Reduce -9.1% | 21,301 | $2.0M |
| ORBA Wealth Advisors, L.L.C. | 2.35% | Reduce -14.4% | 21,288 | $2.0M |
| Kapstone Financial Advisors LLC | 0.96% | Add +0.1% | 21,140 | $2.0M |
| Quad-Cities Investment Group, LLC | 0.78% | Reduce -4.0% | 21,027 | $2.0M |
| Capital Investment Advisory Services, LLC | 0.14% | Reduce -7.4% | 20,997 | $1.9M |
| Mutual Advisors, LLC | 0.04% | Reduce -0.7% | 20,938 | $1.9M |
| Truvestments Capital LLC | 0.35% | Reduce -5.7% | 20,802 | $1.9M |
| Winebrenner Capital Management LLC | 1.21% | Reduce -0.4% | 20,256 | $1.9M |
| Proactive Wealth Strategies LLC | 0.35% | Add +107.7% | 20,008 | $1.9M |
| Pine Valley Investments Ltd Liability Co | 0.09% | Add +0.8% | 19,909 | $1.8M |
| Nations Financial Group Inc, /Ia/ | 0.09% | Reduce -0.9% | 19,857 | $1.8M |
| ERn Financial, LLC | 0.35% | Reduce -0.6% | 19,839 | $1.8M |
| Natixis Advisors, LLC | 0.00% | Add +33.7% | 19,759 | $1.8M |
| Strategy Asset Managers LLC | 0.30% | Reduce -0.8% | 19,485 | $1.8M |
| Cottonwood Capital Advisors, LLC | 1.27% | Reduce -0.9% | 19,347 | $1.8M |
| BIP Wealth, LLC | 0.07% | Reduce -0.9% | 19,163 | $1.8M |
| Trueblood Wealth Management, LLC | 0.69% | Reduce -8.0% | 19,058 | $1.8M |
| Prosperity Consulting Group, LLC | 0.08% | Reduce -4.7% | 18,698 | $1.7M |
| Susquehanna International Group, LLP | 0.00% | Reduce -54.6% | 18,460 | $1.7M |
| Plus Group Wealth Advisors LLC | 1.85% | Add +0.3% | 18,154 | $1.7M |
| Darwin Wealth Management, LLC | 0.51% | Reduce -6.7% | 17,735 | $1.6M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -10.1% | 17,678 | $1.6M |
| ForthRight Wealth Management, LLC | 0.46% | Reduce -3.1% | 17,346 | $1.6M |
| Strategic Blueprint, LLC | 0.09% | Reduce -6.2% | 17,330 | $1.6M |
| Mgo One Seven LLC | 0.03% | Add +12.5% | 17,277 | $1.6M |
| WCG Wealth Advisors LLC | 0.04% | Reduce -9.4% | 17,058 | $1.6M |
| Onyx Bridge Wealth Group LLC | 0.17% | Add +0.3% | 16,746 | $1.6M |
| Beacon Financial Group | 0.15% | No change | 16,650 | $1.5M |
| Sei Investments Co. | 0.00% | Add +239.2% | 16,460 | $1.5M |
| Prosperity Financial Group, Inc. | 0.56% | Reduce -1.9% | 16,351 | $1.5M |
| Confluence Wealth Services, Inc. | 0.06% | Reduce -1.3% | 16,294 | $1.5M |
| Fermata Advisors, LLC | 0.34% | Reduce -20.7% | 16,102 | $1.5M |
| Renaissance Technologies | 0.00% | New | 15,900 | $1.5M |
| Apollon Wealth Management, LLC | 0.02% | Reduce -2.8% | 15,833 | $1.5M |
| LaSalle St. Investment Advisors, LLC | 0.21% | Reduce -1.1% | 15,718 | $1.5M |
| PFG Investments, LLC | 0.07% | Reduce -1.1% | 15,683 | $1.5M |
| Global Assets Advisory, LLC | 0.41% | Add +0.3% | 15,582 | $1.4M |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -19.9% | 15,463 | $1.4M |
| HUB Investment Partners, LLC | 0.03% | New | 15,196 | $1.4M |
| Beacon Financial Advisory LLC | 0.32% | Add +0.0% | 15,073 | $1.4M |
| Sequent Planning LLC | 0.34% | Add +2.8% | 15,041 | $1.4M |
| Creative Financial Designs Inc. | 0.08% | Add +3.5% | 14,915 | $1.4M |
| Rehmann Capital Advisory Group | 0.07% | Reduce -2.3% | 14,897 | $1.4M |
| Lynch & Associates | 0.26% | Add +28.3% | 14,816 | $1.4M |
| Ashton Thomas Private Wealth, LLC | 0.03% | Reduce -9.5% | 14,762 | $1.4M |
| Waverly Advisors, LLC | 0.01% | Add +5.2% | 14,558 | $1.4M |
| Keystone Wealth Services, LLC | 0.29% | Add +0.0% | 14,479 | $1.3M |
| Elevation Capital Advisory, LLC | 0.57% | New | 14,413 | $1.3M |
| Smith, Moore & Co. | 0.10% | Reduce -4.4% | 14,367 | $1.3M |
| Legacy Capital Wealth Partners, LLC | 0.27% | Reduce -4.3% | 14,309 | $1.3M |
| Iams Wealth Management, LLC | 0.45% | Reduce -9.7% | 13,967 | $1.3M |
| Arbor Capital Management Inc. | 1.06% | Add +2.5% | 13,812 | $1.3M |
| Cambridge Advisors Inc. | 0.25% | Reduce -15.1% | 13,818 | $1.3M |
| First PREMIER Bank | 0.30% | Reduce -7.3% | 13,786 | $1.3M |
| HRT Financial LP | 0.00% | New | 13,663 | $1.3M |
| Captrust Financial Advisors | 0.00% | Reduce -2.8% | 13,554 | $1.3M |
| QTR Family Wealth, LLC | 0.52% | Add +3.1% | 13,368 | $1.3M |
| GAMMA Investing LLC | 0.06% | Add +2.5% | 13,411 | $1.2M |
| Independent Wealth Network Inc. | 0.37% | Add +82.3% | 13,407 | $1.2M |
| Private Trust Co. NA | 0.11% | Reduce -7.7% | 13,399 | $1.2M |
| Savant Capital, LLC | 0.01% | Add +19.1% | 13,346 | $1.2M |
| First Trust Advisors LP | 0.00% | Reduce -33.1% | 13,274 | $1.2M |
| Peak Planning Group, LLC | 0.34% | Reduce -1.8% | 13,240 | $1.2M |
| Stonebridge Financial Planning Group, LLC | 0.44% | Reduce -9.6% | 12,928 | $1.2M |
| Cherry Creek Investment Advisors, Inc. | 0.52% | Reduce -0.4% | 12,889 | $1.2M |
| Oxford Financial Group, LTD. LLC | 0.06% | No change | 12,800 | $1.2M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -66.4% | 12,742 | $1.2M |
| Titleist Asset Management, LLC | 0.09% | Add +3.0% | 12,652 | $1.2M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -0.7% | 12,562 | $1.2M |
| US Bancorp \de | 0.00% | Reduce -16.3% | 12,537 | $1.2M |
| Avantax Planning Partners, Inc. | 0.03% | Reduce -0.5% | 12,520 | $1.2M |
| Sovran Advisors, LLC | 0.09% | Reduce -16.5% | 12,370 | $1.2M |
| Hershey Financial Advisers, LLC | 1.00% | New | 12,505 | $1.2M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +4.2% | 12,468 | $1.2M |
| DeDora Capital, Inc. | 0.28% | Reduce -6.6% | 12,353 | $1.1M |
| Magnolia Capital Advisors LLC | 0.22% | Add +8.8% | 11,916 | $1.1M |
| Keystone Financial Group | 0.07% | Reduce -0.1% | 11,767 | $1.1M |
| Boyce & Associates Wealth Consulting, Inc. | 0.82% | Reduce -63.5% | 11,683 | $1.1M |
| Whitaker-Myers Wealth Managers, LTD. | 0.22% | Reduce -3.8% | 11,670 | $1.1M |
| Keystone Financial Services, LLC | 0.73% | Reduce -0.7% | 11,621 | $1.1M |
| Twin Peaks Wealth Advisors, LLC | 0.27% | Reduce -1.6% | 11,349 | $1.1M |
| U.S. Capital Wealth Advisors, LLC | 0.03% | No change | 11,291 | $1.0M |
| Ameritas Advisory Services, LLC | 0.04% | Reduce -5.1% | 11,280 | $1.0M |
| Savvy Advisors, Inc. | 0.03% | Reduce -0.8% | 11,201 | $1.0M |
| Chicago Partners Investment Group LLC | 0.02% | Add +0.1% | 10,946 | $1.0M |
| Pinnacle Family Advisors, LLC | 0.48% | Add +3.6% | 10,932 | $1.0M |
| Visionary Wealth Advisors | 0.04% | Reduce -9.0% | 10,666 | $989K |
| StoneX Group Inc. | 0.05% | Reduce -68.0% | 10,590 | $982K |
| Columbia Advisory Partners LLC | 0.63% | Add +28.4% | 10,556 | $979K |
| Parallel Advisors, LLC | 0.02% | Add +3375.7% | 10,427 | $967K |
| Galvin, Gaustad & Stein, LLC | 0.08% | Reduce -1.4% | 10,366 | $962K |
| West Michigan Advisors, LLC | 0.21% | Reduce -0.1% | 10,355 | $960K |
| Stillwater Wealth Management Group | 0.59% | Add +3.2% | 10,351 | $960K |
| Pacific Excel Wealth Advisors, Inc. | 1.00% | Add +71.2% | 10,225 | $948K |
| Holos Integrated Wealth LLC | 0.48% | Reduce -14.2% | 10,244 | $948K |
| ARS Wealth Advisors Group, LLC | 0.08% | Reduce -7.3% | 10,104 | $937K |
| Moment Partners, LLC | 0.17% | Reduce -12.3% | 10,001 | $928K |
| Focus Financial Network, Inc. | 0.03% | Reduce -8.5% | 9,981 | $926K |
| Investment Planning Advisors, Inc. | 0.25% | Reduce -0.1% | 9,830 | $912K |
| Advisory Services Network, LLC | 0.01% | Reduce -4.3% | 9,803 | $909K |
| City Holding Co. | 0.11% | Reduce -0.9% | 9,793 | $908K |
| GSG Advisors LLC | 0.23% | Add +0.2% | 9,673 | $897K |
| WealthBridge Capital Management, LLC | 0.21% | Reduce -1.8% | 9,608 | $891K |
| DB&C Advisors, LLC | 1.16% | Reduce -7.7% | 9,585 | $889K |
| HFG Advisors, Inc. | 0.62% | Reduce -52.7% | 9,567 | $887K |
| Diversify Wealth Management, LLC | 0.02% | New | 9,454 | $880K |
| Private Advisory Group LLC | 0.06% | Reduce -7.4% | 9,442 | $876K |
| Cresset Asset Management, LLC | 0.00% | Reduce -1.4% | 9,217 | $855K |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -14.1% | 9,058 | $840K |
| Schwallier Wealth Management LLC | 0.61% | Add +0.3% | 8,930 | $828K |
| SLT Holdings LLC | 0.58% | Reduce -17.3% | 8,889 | $824K |
| AdvisorNet Financial, Inc | 0.04% | Reduce -12.1% | 8,796 | $816K |
| Kovack Advisors, Inc. | 0.04% | Reduce -3.8% | 8,770 | $813K |
| Redstone Wealth Management, LLC | 0.64% | Reduce -0.4% | 8,650 | $802K |
| Integrity Wealth Partners, LLC | 0.71% | — | 8,489 | $787K |
| Key Client Fiduciary Advisors, LLC | 0.27% | Reduce -1.7% | 8,477 | $786K |
| HBW Advisory Services LLC | 0.08% | Reduce -3.0% | 8,445 | $783K |
| Gilliland Jeter Wealth Management LLC | 0.23% | Reduce -0.4% | 8,359 | $775K |
| Thoroughbred Financial Services, LLC | 0.04% | Reduce -2.8% | 8,133 | $754K |
| Capital Square, LLC | 0.34% | Reduce -3.2% | 7,916 | $736K |
| NWF Advisory Services Inc. | 0.08% | Add +4.5% | 7,860 | $729K |
| Pursue Wealth Partners LLC | 0.42% | New | 7,627 | $707K |
| Saxon Interests, Inc. | 0.24% | Reduce -1.4% | 7,523 | $698K |
| Jacobi Capital Management LLC | 0.04% | Reduce -21.4% | 7,406 | $687K |
| MTM Investment Management, LLC | 0.21% | No change | 7,314 | $678K |
| WASHINGTON TRUST Co | 0.02% | No change | 7,300 | $677K |
| American Institute for Advanced Investment Management, LLP | 0.43% | Reduce -1.5% | 7,109 | $659K |
| Koshinski Asset Management, Inc. | 0.04% | Reduce -6.2% | 6,989 | $648K |
| Wolff Wiese Magana LLC | 0.36% | Reduce -0.2% | 6,962 | $646K |
| Everest Financial Group LLC | 0.10% | New | 6,866 | $637K |
| Meridian Wealth Management, LLC | 0.02% | Add +2.1% | 6,669 | $619K |
| Meitav Investment House Ltd. | 0.01% | No change | 6,656 | $617K |
| Blair William & Co. | 0.00% | Reduce -2.4% | 6,597 | $612K |
| Level Four Advisory Services, LLC | 0.02% | Add +29.5% | 6,578 | $610K |
| NewEdge Wealth, LLC | 0.01% | Add +0.1% | 6,559 | $608K |
| Moneywise, Inc. | 0.26% | Reduce -15.3% | 6,417 | $595K |
| Formidable Asset Management, LLC | 0.09% | Add +0.1% | 6,392 | $591K |
| Panoramic Investment Advisors, LLC | 0.32% | Reduce -2.2% | 6,367 | $591K |
| Ameriflex Group, Inc. | 0.30% | Reduce -3.7% | 6,362 | $590K |
| Calton & Associates, Inc. | 0.08% | Reduce -31.3% | 6,339 | $588K |
| Kraft, Davis & Associates, LLC | 0.12% | Add +0.0% | 6,161 | $578K |
| Eldridge Investment Advisors, Inc. | 0.13% | No change | 6,164 | $572K |
| Novem Group | 0.07% | Add +150.2% | 6,157 | $571K |
| Inscription Capital, LLC | 0.06% | Reduce -1.7% | 6,146 | $570K |
| Trek Financial, LLC | 0.03% | Reduce -2.0% | 6,119 | $568K |
| Miramontes Capital, LLC | 0.19% | Reduce -4.4% | 6,046 | $561K |
| Integrity Financial Corp | 0.27% | Reduce -33.4% | 5,897 | $547K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -13.6% | 5,869 | $544K |
| Stratos Wealth Advisors, LLC | 0.03% | Add +0.2% | 5,802 | $538K |
| Voisard Asset Management Group, Inc. | 0.11% | No change | 5,800 | $538K |
| Citizens Financial Group Inc. | 0.01% | Reduce -11.7% | 5,785 | $537K |
| Cascade Investment Group, Inc. | 0.35% | Add +6.5% | 5,749 | $533K |
| Spire Wealth Management | 0.02% | Reduce -28.1% | 5,733 | $532K |
| Cyndeo Wealth Partners, LLC | 0.03% | Reduce -5.5% | 5,695 | $528K |
| Insigneo Advisory Services, LLC | 0.04% | Reduce -9.1% | 5,644 | $524K |
| QRG Capital Management, Inc. | 0.01% | Add +137.5% | 5,562 | $516K |
| Harvest Investment Services, LLC | 0.09% | Add +29.3% | 5,520 | $512K |
| American Capital Advisory, LLC | 0.21% | Reduce -0.2% | 5,489 | $509K |
| O'ROURKE & COMPANY, Inc | 0.19% | Reduce -3.7% | 5,235 | $486K |
| Spectrum Wealth Advisory Group, LLC | 0.18% | Reduce -8.9% | 5,232 | $485K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | — | 5,186 | $481K |
| Simplicity Wealth,LLC | 0.03% | No change | 5,164 | $479K |
| Heartwood Wealth Advisors LLC | 0.04% | New | 5,160 | $479K |
| Advisortrust Partners, LLC | 0.20% | Add +5.5% | 5,054 | $469K |
| Main Street Financial Solutions, LLC | 0.03% | Add +0.0% | 5,049 | $468K |
| Medallion Wealth Advisors, LLC | 0.15% | Reduce -3.6% | 5,046 | $468K |
| Brookstone Capital Management | 0.01% | Reduce -0.5% | 4,909 | $455K |
| Balance Wealth Partners LLC | 0.14% | Reduce -3.4% | 4,851 | $450K |
| Millennium Capital Advisors, LLC | 0.28% | No change | 4,828 | $448K |
| Synergy Investment Management, LLC | 0.14% | Reduce -1.4% | 4,718 | $438K |
| Tritonpoint Wealth, LLC | 0.05% | No change | 4,665 | $433K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | Add +61.6% | 4,620 | $429K |
| Larson Financial Group LLC | 0.01% | Add +14.7% | 4,611 | $428K |
| Principle Wealth Partners LLC | 0.02% | No change | 4,555 | $423K |
| Novak & Powell Financial Services, Inc. | 0.23% | Reduce -9.9% | 4,555 | $423K |
| 55 North Private Wealth, LLC | 0.11% | No change | 4,523 | $420K |
| Bradley Foster & Sargent Inc. | 0.01% | No change | 4,473 | $415K |
| Allworth Financial LP | 0.00% | New | 4,463 | $414K |
| Wesbanco Bank Inc. | 0.01% | No change | 4,456 | $413K |
| BlueChip Wealth Advisors LLC | 0.18% | No change | 4,455 | $413K |
| AMG National Trust Bank | 0.01% | Add +100.0% | 4,450 | $413K |
| Cedrus Wealth Group LLC | 0.46% | Add +20.5% | 4,441 | $412K |
| W Advisors, LLC | 0.21% | No change | 4,433 | $411K |
| KERR FINANCIAL PLANNING Corp | 0.29% | Add +5.8% | 4,418 | $411K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Reduce -18.1% | 4,355 | $404K |
| Per Stirling Capital Management, LLC. | 0.04% | No change | 4,322 | $401K |
| Keating Financial Advisory Services, Inc. | 0.06% | Reduce -25.7% | 4,315 | $400K |
| SageView Advisory Group, LLC | 0.01% | Add +0.1% | 4,296 | $398K |
| Level Wealth Management LLC | 0.19% | No change | 4,263 | $395K |
| Moors & Cabot, Inc. | 0.02% | Reduce -6.4% | 4,222 | $392K |
| Plum Street Advisors, LLC | 0.13% | New | 4,195 | $389K |
| MPWM Advisory Solutions, LLC | 0.20% | Add +3.5% | 4,135 | $384K |
| Commerce Bank | 0.00% | Add +71.6% | 4,082 | $379K |
| CLG LLC | 0.09% | Reduce -6.7% | 4,071 | $378K |
| Gaddis Premier Wealth Advisors LLC | 0.28% | Reduce -19.6% | 4,034 | $374K |
| First Heartland Consultants, Inc. | 0.03% | Add +3.4% | 3,994 | $370K |
| Balboa Wealth Partners | 0.06% | Reduce -5.5% | 3,962 | $368K |
| Claro Advisors Inc. | 0.04% | No change | 3,941 | $366K |
| Mach-1 Financial Group, LLC | 0.13% | Add +0.2% | 3,911 | $363K |
| BDFS Capital LLC | 0.17% | Reduce -3.1% | 3,874 | $359K |
| Fragasso Financial Advisors Inc | 0.02% | Add +0.3% | 3,831 | $358K |
| Quantinno Capital Management LP | 0.00% | Reduce -6.4% | 3,845 | $357K |
| Prasad Wealth Partners, LLC | 0.10% | Add +0.2% | 3,793 | $352K |
| Founders Financial Alliance, LLC | 0.06% | Reduce -2.9% | 3,697 | $343K |
| Woodward Diversified Capital, LLC | 0.16% | Reduce -20.0% | 3,610 | $342K |
| Strategies Wealth Advisors, LLC | 0.03% | Add +0.3% | 3,674 | $341K |
| TopTier Wealth Management, LLC | 0.21% | Add +0.3% | 3,665 | $340K |
| Beck Bode, LLC | 0.06% | Add +0.3% | 3,655 | $339K |
| Impact Partnership Wealth, LLC | 0.04% | Reduce -3.0% | 3,621 | $336K |
| Patriot Financial Group Insurance Agency, LLC | 0.02% | New | 3,614 | $335K |
| SeaCrest Wealth Management, LLC | 0.04% | Reduce -2.1% | 3,610 | $335K |
| Modern Wealth Management, LLC | 0.01% | Reduce -15.5% | 3,608 | $335K |
| Fairvoy Private Wealth, LLC | 0.08% | Reduce -13.7% | 3,561 | $330K |
| Collaborative Wealth Managment Inc. | 0.15% | Reduce -18.3% | 3,557 | $330K |
| Belpointe Asset Management LLC | 0.01% | Reduce -6.1% | 3,544 | $329K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | Reduce -1.4% | 3,527 | $327K |
| REAP Financial Group, LLC | 0.06% | Reduce -26.2% | 3,463 | $321K |
| Founders Financial Securities LLC | 0.02% | Reduce -67.6% | 3,288 | $310K |
| Elevated Capital Advisors, LLC | 0.08% | No change | 3,336 | $309K |
| L. Roy Papp & Associates, LLP | 0.03% | No change | 3,260 | $302K |
| Grantvest Financial Group LLC | 0.20% | Reduce -1.6% | 3,260 | $302K |
| Rossby Financial, LCC | 0.06% | Add +14.2% | 3,207 | $297K |
| Harbor Asset Planning, Inc. | 0.25% | Add +0.0% | 3,186 | $296K |
| LVZ, Inc. | 0.03% | No change | 3,185 | $295K |
| Wealth Management Associates, Inc. | 0.10% | Reduce -3.1% | 3,173 | $294K |
| First National Bank of Omaha | 0.01% | Reduce -22.1% | 3,168 | $294K |
| Investment Partners Asset Management, Inc. | 0.18% | Reduce -3.3% | 3,113 | $289K |
| Continuum Advisory, LLC | 0.03% | Reduce -8.4% | 3,079 | $286K |
| BlackRock, Inc. | 0.00% | Add +217.6% | 3,017 | $280K |
| XTX Topco Ltd | 0.00% | New | 2,984 | $277K |
| National Wealth Management Group, LLC | 0.10% | Reduce -0.1% | 2,971 | $276K |
| Bessemer Group Inc. | 0.00% | Add +5.2% | 2,955 | $274K |
| Smith Partners Wealth Management, LLC | 0.24% | No change | 2,935 | $272K |
| Alliance Wealth Advisors, LLC | 0.13% | No change | 2,920 | $271K |
| Invesco Ltd. | 0.00% | New | 2,920 | $271K |
| Cerity Partners LLC | 0.00% | New | 2,855 | $265K |
| AQR Capital Management | 0.00% | No change | 2,837 | $263K |
| Hazlett, Burt & Watson, Inc. | 0.08% | Reduce -4.1% | 2,784 | $260K |
| Twin City Private Wealth, LLC | 0.20% | Reduce -5.6% | 2,794 | $259K |
| Signaturefd, LLC | 0.00% | No change | 2,684 | $249K |
| Insight Advisors, LLC/ PA | 0.05% | Add +0.1% | 2,682 | $249K |
| Csenge Advisory Group | 0.01% | Reduce -6.6% | 2,674 | $248K |
| Summit Investment Advisory Services, LLC | 0.09% | Reduce -9.9% | 2,665 | $247K |
| Institute for Wealth Management, LLC. | 0.03% | No change | 2,641 | $245K |
| McDonough Capital Management, Inc | 0.13% | No change | 2,639 | $245K |
| Vigil Wealth Management, LLC | 0.20% | No change | 2,635 | $244K |
| SFG Wealth Management, LLC. | 0.10% | Reduce -12.2% | 2,591 | $240K |
| Fidelis Capital Partners, LLC | 0.02% | No change | 2,589 | $240K |
| Narus Financial Partners, LLC | 0.06% | Reduce -4.8% | 2,500 | $232K |
| Grove Bank & Trust | 0.03% | No change | 2,458 | $228K |
| DAVENPORT & Co LLC | 0.00% | No change | 2,444 | $227K |
| MBE Wealth Management, LLC | 0.09% | Add +0.7% | 2,442 | $227K |
| Summit Wealth & Retirement Planning, Inc. | 0.05% | No change | 2,433 | $226K |
| WJ Wealth Management, LLC | 0.11% | Reduce -2.4% | 2,425 | $225K |
| Private Client Services, LLC | 0.07% | New | 2,424 | $225K |
| Advisor Resource Council | 0.09% | New | 2,424 | $225K |
| Fifth Third Wealth Advisors LLC | 0.01% | No change | 2,418 | $224K |
| Kesler, Norman & Wride, LLC | 0.04% | Add +9.4% | 2,412 | $224K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -30.2% | 2,406 | $223K |
| Bluesphere Advisors LLC | 0.08% | New | 2,400 | $223K |
| Cypress Wealth Services, LLC | 0.03% | Add +0.3% | 2,383 | $221K |
| Bison Wealth, LLC | 0.02% | New | 2,379 | $219K |
| Clark Capital Management Group, Inc. | 0.00% | Reduce -57.8% | 2,365 | $219K |
| Hilltop Holdings Inc. | 0.02% | New | 2,360 | $219K |
| Flow Traders U.S. LLC | 0.01% | New | 2,314 | $215K |
| Fisher Asset Management | 0.00% | New | 2,317 | $215K |
| Peapack Gladstone Financial Corp. | 0.00% | Reduce -30.4% | 2,278 | $211K |
| Greenfield Savings Bank | 0.09% | No change | 2,219 | $206K |
| RiverFront Investment Group, LLC | 0.00% | No change | 2,215 | $205K |
| 25 LLC | 0.06% | New | 2,157 | $200K |
| Nova Wealth Management, Inc. | 0.13% | Reduce -19.3% | 2,088 | $194K |
| Blue Trust, Inc. | 0.00% | No change | 2,067 | $192K |
| Luminist Capital LLC | 0.25% | No change | 1,977 | $183K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 1,814 | $168K |
| Bayban | 0.15% | No change | 1,800 | $167K |
| Clearstead Advisors, LLC | 0.00% | No change | 1,650 | $153K |
| Albion Financial Group | 0.01% | No change | 1,630 | $151K |
| Peterson Wealth Services | 0.04% | No change | 1,615 | $150K |
| Bullseye Investment Management, LLC | 0.08% | Reduce -1.9% | 1,590 | $147K |
| Petix & Botte Co | 0.06% | Reduce -50.0% | 1,497 | $139K |
| N.E.W. Advisory Services LLC | 0.01% | Reduce -40.5% | 1,375 | $128K |
| Caldwell Trust Co | 0.01% | No change | 1,300 | $121K |
| Pinnacle Bancorp, Inc. | 0.04% | No change | 1,297 | $120K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -2.5% | 1,293 | $120K |
| Tucker Asset Management LLC | 0.03% | Reduce -2.0% | 1,244 | $115K |
| Operose Advisors LLC | 0.03% | Add +0.3% | 1,205 | $112K |
| Tidemark, LLC | 0.03% | Reduce -6.1% | 1,146 | $106K |
| Anchor Investment Management, LLC | 0.01% | Add +37.5% | 1,100 | $102K |
| Hantz Financial Services, Inc. | 0.00% | Add +70.9% | 1,068 | $99K |
| FWL Investment Management, LLC | 0.02% | Reduce -30.0% | 1,063 | $99K |
| Glassman Wealth Services | 0.01% | No change | 1,000 | $93K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -2.6% | 915 | $84K |
| Vanguard Advisers Inc. | 0.00% | — | 898 | $83K |
| Private Wealth Asset Management, LLC | 0.01% | New | 833 | $77K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | No change | 833 | $77K |
| Richard W. Paul & Associates, LLC | 0.03% | No change | 829 | $77K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 747 | $69K |
| Sound Income Strategies, LLC | 0.00% | Reduce -22.9% | 638 | $59K |
| Hanson & Doremus Investment Management | 0.01% | No change | 629 | $58K |
| Godfrey Financial Associates, Inc. | 0.05% | No change | 611 | $57K |
| GGM Financial LLC | 0.03% | No change | 605 | $56K |
| Beacon Investment Advisory Services, Inc. | 0.00% | New | 600 | $56K |
| Thompson Investment Management, Inc. | 0.01% | Reduce -51.9% | 586 | $54K |
| Parkside Financial Bank & Trust | 0.00% | New | 583 | $54K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | Reduce -22.1% | 575 | $53K |
| Luken Investment Analytics, LLC | 0.02% | No change | 568 | $53K |
| Main Street Group, LTD | 0.01% | New | 495 | $46K |
| Signature Equity Partners, LLC | 0.02% | New | 492 | $46K |
| Gilpin Wealth Management, LLC | 0.03% | No change | 446 | $41K |
| Sunbelt Securities, Inc. | 0.00% | Add +0.2% | 441 | $41K |
| BankPlus Trust Department | 0.01% | No change | 429 | $40K |
| Quaker Wealth Management, LLC | 0.01% | Add +0.2% | 426 | $40K |
| Raffa Wealth Management, LLC | 0.01% | Reduce -27.4% | 423 | $39K |
| Consultiva Wealth Management, Corp. | 0.11% | No change | 420 | $39K |
| CoreCap Advisors, LLC | 0.00% | No change | 405 | $38K |
| Root Financial Partners, LLC | 0.00% | No change | 400 | $37K |
| Financial Perspectives, Inc | 0.01% | No change | 381 | $35K |
| Asset Dedication, LLC | 0.00% | No change | 368 | $34K |
| Abound Wealth Management | 0.01% | No change | 350 | $32K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -76.3% | 322 | $30K |
| Centennial Bank | 0.01% | No change | 320 | $30K |
| Mather Group, Llc. | 0.00% | New | 319 | $30K |
| Whittier Trust Co. | 0.00% | Add +0.3% | 316 | $29K |
| Gill Capital Partners, LLC | 0.01% | New | 315 | $29K |
| Davis Capital Management | 0.02% | No change | 301 | $28K |
| Bokf, NA | 0.00% | No change | 294 | $27K |
| Caitlin John, LLC | 0.02% | No change | 291 | $27K |
| 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 | $25K |
| Lloyd Advisory Services, LLC. | 0.01% | Add +746.9% | 271 | $25K |
| Kingdom Financial Group LLC. | 0.01% | New | 271 | $25K |
| Wagner Wealth Management, LLC | 0.00% | No change | 247 | $23K |
| POM Investment Strategies, LLC | 0.03% | New | 235 | $22K |
| Evelyn Partners Investment Management LLP | 0.00% | Reduce -42.5% | 230 | $21K |
| My Portfolio Guide, LLC | 0.01% | — | 218 | $20K |
| IFG Advisory, LLC | 0.06% | Reduce -99.9% | 216 | $20K |
| WealthShield Partners, LLC | 0.00% | Add +2.5% | 205 | $19K |
| Bank of Montreal | 0.00% | Reduce -66.7% | 201 | $19K |
| Quest 10 Wealth Builders, Inc. | 0.02% | No change | 200 | $19K |
| Accordant Advisory Group Inc | 0.01% | No change | 200 | $19K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 199 | $18K |
| Strive Financial Group ,LLC | 0.01% | Add +4.8% | 195 | $18K |
| Networth Advisors, LLC | 0.01% | New | 188 | $17K |
| Silver Grove Financial Group, Inc. | 0.01% | New | 172 | $16K |
| Magnolia Wealth Management, LLC | 0.01% | New | 170 | $16K |
| Financial Consulate, Inc. | 0.00% | No change | 154 | $14K |
| Financial Gravity Asset Management, Inc. | 0.00% | No change | 152 | $14K |
| Key Financial Inc | 0.00% | No change | 141 | $13K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 135 | $13K |
| Franklin Resources Inc. | 0.00% | No change | 133 | $12K |
| CENTRAL TRUST Co | 0.00% | Reduce -77.0% | 127 | $12K |
| JNBA Financial Advisors | 0.00% | No change | 116 | $11K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 110 | $10K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 101 | $9K |
| Innovative Asset Advisors Group, LLC | 0.01% | — | 100 | $9K |
| LRI Investments, LLC | 0.00% | No change | 100 | $9K |
| CVA Family Office, LLC | 0.00% | New | 55 | $5K |
| BNP Paribas Financial Markets | 0.00% | Add +1733.3% | 55 | $5K |
| American National Bank & Trust | 0.00% | No change | 55 | $5K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 50 | $5K |
| St Germain D J Co. Inc. | 0.00% | No change | 38 | $4K |
| Eukles Asset Management | 0.00% | No change | 29 | $3K |
| Key Capital Management, INC | 0.00% | New | 19 | $2K |
"% of holder's portfolio" is FTCS's weight in each manager's 13F, not the share of First Trust Capital Strength the manager owns.