First Trust Emerging Markets Small Cap AlphaDEX Fund(FEM)

$31.43—

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First Trust Emerging Markets Small Cap AlphaDEX Fund(FEM)

NASDAQ

$31.43—

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FEM(FEM)

FEM

Overview Notebook Intelligence Chart History Fundmntls TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 182 Institutional Holders

Holder	Shares	Date	Change	% Held
MORGAN STANLEY	2.70M	Mar 31, 26	+304.79K	14.33%
LPL Financial LLC	1.77M	Mar 31, 26	+397.19K	9.42%
WELLS FARGO & COMPANY/MN	1.35M	Mar 31, 26	+167.46K	7.16%
BANK OF AMERICA CORP /DE/	1.30M	Mar 31, 26	+255.99K	6.93%
JANE STREET GROUP, LLC	900.00K	Mar 31, 26	+900.00K	4.78%
ENVESTNET ASSET MANAGEMENT INC	849.36K	Mar 31, 26	+279.14K	4.51%
ROYAL BANK OF CANADA	833.13K	Mar 31, 26	-152.10K	4.43%
FIRST TRUST ADVISORS LP	758.30K	Mar 31, 26	+730.02K	4.03%
UBS Group AG	677.56K	Mar 31, 26	+75.09K	3.60%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	617.18K	Mar 31, 26	+11.75K	3.28%
RAYMOND JAMES FINANCIAL INC	444.85K	Mar 31, 26	+653	2.36%
Cambridge Investment Research Advisors, Inc.	443.76K	Mar 31, 26	+4.44K	2.36%
TCP Asset Management, LLC	440.49K	Mar 31, 26	+440.49K	2.34%
Sanctuary Advisors, LLC	379.90K	Mar 31, 26	-33.83K	2.02%
Cetera Investment Advisers	365.70K	Mar 31, 26	+73.68K	1.94%
ASSETMARK, INC	321.00K	Mar 31, 26	+93.61K	1.71%
STATE OF WISCONSIN INVESTMENT BOARD	313.81K	Mar 31, 26	--	1.67%
Private Advisor Group, LLC	280.51K	Mar 31, 26	+3.32K	1.49%
Bank of New York Mellon Corp	228.04K	Mar 31, 26	+9.04K	1.21%
Gateway Wealth Partners, LLC	155.25K	Mar 31, 26	+102.34K	0.83%
HighTower Advisors, LLC	150.95K	Mar 31, 26	+125.40K	0.80%
BENJAMIN EDWARDS INC	141.16K	Mar 31, 26	+55.61K	0.75%
GREENUP STREET WEALTH MANAGEMENT LLC	136.84K	Mar 31, 26	+136.84K	0.73%
Atria Investments, Inc	118.47K	Mar 31, 26	+18.82K	0.63%
Prospera Financial Services Inc	109.09K	Mar 31, 26	+34.21K	0.58%
IFP Advisors, Inc	108.17K	Mar 31, 26	+68.45K	0.57%
Kingsview Wealth Management, LLC	92.73K	Mar 31, 26	-6.64K	0.49%
Janney Montgomery Scott LLC	92.59K	Mar 31, 26	+29.12K	0.49%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	82.44K	Mar 31, 26	+82.44K	0.44%
CWM, LLC	79.36K	Mar 31, 26	+47.57K	0.42%
CITADEL ADVISORS LLC	74.58K	Mar 31, 26	+74.58K	0.40%
PRINCIPAL SECURITIES, INC.	69.62K	Mar 31, 26	+1.12K	0.37%
AE Wealth Management LLC	67.93K	Mar 31, 26	+11.49K	0.36%
Midwest Financial Group LLC	66.97K	Mar 31, 26	-1.46K	0.36%
Brinker Capital Investments, LLC	62.12K	Mar 31, 26	+24.29K	0.33%
Rathbones Group PLC	59.64K	Mar 31, 26	+13.56K	0.32%
HARBOUR INVESTMENTS, INC.	58.98K	Mar 31, 26	+45.42K	0.31%
PARK AVENUE SECURITIES LLC	57.68K	Mar 31, 26	+18.20K	0.31%
ADVISOR GROUP HOLDINGS, INC.	53.93K	Mar 31, 26	-15.50K	0.29%
STIFEL FINANCIAL CORP	50.90K	Mar 31, 26	+7.05K	0.27%
OneAscent Financial Services LLC	47.88K	Mar 31, 26	+9.22K	0.25%
Greenwich Wealth Management LLC	46.55K	Mar 31, 26	+46.55K	0.25%
JONES FINANCIAL COMPANIES LLLP	43.27K	Mar 31, 26	+16.71K	0.23%
VestGen Advisors, LLC	43.21K	Mar 31, 26	-529	0.23%
IMG Wealth Management, Inc.	42.65K	Mar 31, 26	+42.65K	0.23%
Steward Partners Investment Advisory, LLC	41.95K	Mar 31, 26	+2	0.22%
COMMONWEALTH EQUITY SERVICES, LLC	41.84K	Mar 31, 26	+706	0.22%
Chicago Partners Investment Group LLC	40.27K	Mar 31, 26	+1.21K	0.21%
Kestra Advisory Services, LLC	38.17K	Mar 31, 26	-2.63K	0.20%
Snowden Capital Advisors LLC	37.88K	Mar 31, 26	-672	0.20%
IAMS WEALTH MANAGEMENT, LLC	33.99K	Mar 31, 26	+9.28K	0.18%
Quantinno Capital Management LP	33.78K	Mar 31, 26	+7.66K	0.18%
D.A. DAVIDSON & CO.	33.40K	Mar 31, 26	+458	0.18%
Farther Finance Advisors, LLC	32.88K	Mar 31, 26	-2.16K	0.17%
MERCER GLOBAL ADVISORS INC /ADV	31.28K	Mar 31, 26	+31.28K	0.17%
Aprio Wealth Management, LLC	31.09K	Mar 31, 26	+10	0.17%
MML INVESTORS SERVICES, LLC	24.88K	Mar 31, 26	-956	0.13%
Focus Financial Network, Inc.	24.47K	Mar 31, 26	+24.47K	0.13%
Integrated Wealth Concepts LLC	24.38K	Mar 31, 26	+1.87K	0.13%
HBW Advisory Services LLC	23.39K	Mar 31, 26	+499	0.12%
MGO ONE SEVEN LLC	22.65K	Mar 31, 26	+12.71K	0.12%
GOLDMAN SACHS GROUP INC	22.47K	Mar 31, 26	--	0.12%
NewEdge Wealth, LLC	21.86K	Mar 31, 26	+5	0.12%
TRUIST FINANCIAL CORP	19.59K	Mar 31, 26	+19.59K	0.10%
Richmond Investment Services, LLC	19.56K	Mar 31, 26	-2.03K	0.10%
Formidable Asset Management, LLC	19.37K	Mar 31, 26	+3	0.10%
RFG Advisory, LLC	16.62K	Mar 31, 26	+5.20K	0.09%
Envestnet Portfolio Solutions, Inc.	16.61K	Mar 31, 26	+5.94K	0.09%
Equitable Holdings, Inc.	15.36K	Mar 31, 26	+4.57K	0.08%
Pine Valley Investments Ltd Liability Co	14.47K	Mar 31, 26	+707	0.08%
Higgins & Schmidt Wealth Strategies LLC	14.38K	Mar 31, 26	--	0.08%
Trueblood Wealth Management, LLC	14.33K	Mar 31, 26	+461	0.08%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	13.65K	Mar 31, 26	+1	0.07%
OPPENHEIMER & CO INC	13.51K	Mar 31, 26	+13.51K	0.07%
INDEPENDENT FINANCIAL GROUP, LLC	12.63K	Mar 31, 26	-1.58K	0.07%
LaSalle St. Investment Advisors, LLC	12.55K	Mar 31, 26	-80	0.07%
FIFTH THIRD BANCORP	12.23K	Mar 31, 26	+12.23K	0.06%
CENTAURUS FINANCIAL, INC.	11.82K	Mar 31, 26	+11.82K	0.06%
Rockefeller Capital Management L.P.	10.33K	Mar 31, 26	+12	0.05%
Arkadios Wealth Advisors	10.26K	Mar 31, 26	+2.65K	0.05%
WEDBUSH SECURITIES INC	9.82K	Mar 31, 26	+9.82K	0.05%
Mariner, LLC	9.70K	Mar 31, 26	--	0.05%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	9.68K	Mar 31, 26	+530	0.05%
Pinnacle Family Advisors, LLC	9.61K	Mar 31, 26	-316	0.05%
FSB PREMIER WEALTH MANAGEMENT, INC.	9.34K	Mar 31, 26	-866	0.05%
Balboa Wealth Partners	9.21K	Mar 31, 26	+817	0.05%
MEITAV INVESTMENT HOUSE LTD	8.89K	Mar 31, 26	--	0.05%
Element Wealth, LLC	8.82K	Mar 31, 26	-48	0.05%
Fortis Capital Advisors, LLC	8.67K	Mar 31, 26	+8.67K	0.05%
Belpointe Asset Management LLC	8.67K	Mar 31, 26	+8.67K	0.05%
ABLE Financial Group, LLC	8.43K	Mar 31, 26	-852	0.04%
Western Wealth Management, LLC	7.64K	Mar 31, 26	+103	0.04%
NOVEM GROUP	7.57K	Mar 31, 26	+7.57K	0.04%
Savvy Advisors, Inc.	7.56K	Mar 31, 26	--	0.04%
PRIVATE CLIENT SERVICES, LLC	7.19K	Mar 31, 26	+7.19K	0.04%
CAPTRUST FINANCIAL ADVISORS	6.96K	Mar 31, 26	+6.96K	0.04%
Ashton Thomas Private Wealth, LLC	5.59K	Mar 31, 26	+5.59K	0.03%
MPWM ADVISORY SOLUTIONS, LLC	5.37K	Mar 31, 26	+68	0.03%
CITIGROUP INC	2.94K	Mar 31, 26	+2.38K	0.02%
Rossby Financial, LCC	2.70K	Mar 31, 26	+416	0.01%
GAMMA Investing LLC	2.24K	Mar 31, 26	--	0.01%
Parallel Advisors, LLC	1.97K	Mar 31, 26	+1.97K	0.01%
Geneos Wealth Management Inc.	1.93K	Mar 31, 26	--	0.01%
Synergy Investment Management, LLC	1.81K	Mar 31, 26	+1.81K	0.01%
Evelyn Partners Investment Management LLP	1.80K	Mar 31, 26	--	0.01%
BANK OF MONTREAL /CAN/	1.65K	Mar 31, 26	+1.65K	0.01%
CULLEN/FROST BANKERS, INC.	1.63K	Mar 31, 26	+964	0.01%
Sound Income Strategies, LLC	1.56K	Mar 31, 26	--	0.01%
JPMORGAN CHASE & CO	1.50K	Mar 31, 26	+737	0.01%
CITY HOLDING CO	1.45K	Mar 31, 26	--	0.01%
BlackRock, Inc.	1.30K	Mar 31, 26	+1.30K	0.01%
Smartleaf Asset Management LLC	903	Mar 31, 26	-36	0.00%
FMR LLC	740	Mar 31, 26	+109	0.00%
Tidemark, LLC	694	Mar 31, 26	--	0.00%
TRUST CO OF TOLEDO NA /OH/	683	Mar 31, 26	--	0.00%
NBC SECURITIES, INC.	650	Mar 31, 26	+1	0.00%
Advisory Services Network, LLC	615	Mar 31, 26	+615	0.00%
MTM Investment Management, LLC	540	Mar 31, 26	--	0.00%
Spire Wealth Management	470	Mar 31, 26	-1.27K	0.00%
NewEdge Advisors, LLC	418	Mar 31, 26	+1	0.00%
US BANCORP \DE\	400	Mar 31, 26	--	0.00%
PRIVATE TRUST CO NA	379	Mar 31, 26	--	0.00%
Sunbelt Securities, Inc.	267	Mar 31, 26	--	0.00%
TWIN PEAKS WEALTH ADVISORS, LLC	235	Mar 31, 26	+235	0.00%
FINANCIAL CONSULATE, INC	182	Mar 31, 26	--	0.00%
AMERICAN NATIONAL BANK	136	Mar 31, 26	--	0.00%
Larson Financial Group LLC	125	Mar 31, 26	--	0.00%
AMERIFLEX GROUP, INC.	108	Mar 31, 26	-18	0.00%
Archer Investment Corp	96	Mar 31, 26	+96	0.00%
StoneX Group Inc.	--	Mar 31, 26	-7.85K	--
Lloyd Advisory Services, LLC.	--	Mar 31, 26	-56	--
SUSQUEHANNA INTERNATIONAL GROUP, LLP	--	Mar 31, 26	-23.75K	--
Wealth Watch Advisors, INC	--	Mar 31, 26	-347	--
Coppell Advisory Solutions LLC	--	Mar 31, 26	-37.54K	--
COMERICA BANK	15.09K	Dec 31, 25	-12.88K	0.08%
TUCKER ASSET MANAGEMENT LLC	4.05K	Dec 31, 25	-439	0.02%
Global Retirement Partners, LLC	1.41K	Dec 31, 25	-6.04K	0.01%
AVANTAX ADVISORY SERVICES, INC.	58.16K	Jun 30, 25	-2.31K	0.31%
Sebold Capital Management, Inc.	15.58K	Jun 30, 25	-2.92K	0.08%
Atria Wealth Solutions, Inc.	--	Jun 30, 25	-29.54K	--
Orion Portfolio Solutions, LLC	37.67K	Mar 31, 25	-424	0.20%
SignalPoint Asset Management, LLC	34.10K	Dec 31, 24	-8.82K	0.18%
Raymond James Financial Services Advisors, Inc.	409.71K	Sep 30, 24	-83.00K	2.18%
RAYMOND JAMES & ASSOCIATES	66.74K	Sep 30, 24	+2.05K	0.35%
M&R CAPITAL MANAGEMENT INC	68	Sep 30, 24	-22	0.00%
BENJAMIN F. EDWARDS & COMPANY, INC.	25.42K	Jun 30, 24	+2.21K	0.14%
Cetera Advisors LLC	354.85K	Mar 31, 24	+339.54K	1.89%
Coppell Advisory Solutions Corp.	115.75K	Mar 31, 24	+115.75K	0.62%
Cetera Advisor Networks LLC	48.24K	Mar 31, 24	-3.86K	0.26%
WEALTHSOURCE PARTNERS, LLC	10.08K	Dec 31, 23	-510	0.05%
S.C. Financial Services, Inc.	10.14K	Dec 31, 22	+10.14K	0.05%
American Portfolios Advisors	89	Sep 30, 22	+89	0.00%
Frontier Wealth Management LLC	9.06K	Jun 30, 22	--	0.05%
Holloway Wealth Management, LLC	5.57K	Mar 31, 22	-710	0.03%
NEXT Financial Group, Inc	--	Dec 31, 21	-22.18K	--
Hochman Cole Investment Advisors, Inc.	11.59K	Sep 30, 21	-6.78K	0.06%
First Allied Advisory Services, Inc.	62.67K	Sep 30, 20	-5.02K	0.33%
Advisor Group, Inc.	152.82K	Dec 31, 19	-2.42K	0.81%
LADENBURG THALMANN FINANCIAL SERVICES INC.	65.64K	Dec 31, 19	+4.24K	0.35%
BB&T SECURITIES, LLC	17.95K	Sep 30, 19	-379.10K	0.10%
Wealth & Pension Services Group, Inc.	14.29K	Sep 30, 19	+381	0.08%
HL FINANCIAL SERVICES LLC	332.65K	Mar 31, 19	+2.72K	1.77%
COMERICA SECURITIES INC	31.90K	Dec 31, 18	-3.51K	0.17%
Visionary Asset Management, Inc.	--	Dec 31, 18	-9.21K	--
HAYS ADVISORY LLC	162.45K	Sep 30, 18	-59.63K	0.86%
BB&T INVESTMENT SERVICES, INC.	471	Dec 31, 17	+471	0.00%
SII INVESTMENTS INC/WI	--	Dec 31, 17	-183.68K	--
IFC Holdings Incorporated/FL	--	Dec 31, 17	-8.78K	--
INVESTMENT CENTERS OF AMERICA INC	--	Dec 31, 17	-10.87K	--
GIRARD SECURITIES, INC.	13.19K	Sep 30, 17	-347	0.07%
Commonwealth Equity Services, Inc	38.63K	Jun 30, 17	-1.66K	0.21%
WFG Advisors, LP	31.94K	Jun 30, 17	+12.66K	0.17%
Independent Portfolio Consultants, Inc.	300	Jun 30, 17	+300	0.00%
MSI Financial Services Inc	905	Dec 31, 16	-6.71K	0.00%
VSR Financial Services, Inc.	10.70K	Jun 30, 16	+19	0.06%
F-Squared Investment Management, LLC	5.45M	Jun 30, 15	-3.93M	28.98%
MANAGED ACCOUNT ADVISORS LLC	299	Jun 30, 15	-10.51K	0.00%
Placemark Investments, Inc.	--	Dec 31, 14	-92.21K	--
UBS AG	495.92K	Sep 30, 14	+35.11K	2.64%
1919 Investment Counsel, LLC	--	Sep 30, 14	-350	--
Jane Street Holding, LLC	104.59K	Dec 31, 13	+24.51K	0.56%
KNIGHT CAPITAL GROUP LLC	--	Jun 30, 13	-7.96K	--

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Holder

Date

Change

% Held

MORGAN STANLEY

2.70M

Mar 31, 26

+304.79K

14.33%

LPL Financial LLC

1.77M

Mar 31, 26

+397.19K

9.42%

WELLS FARGO & COMPANY/MN

1.35M

Mar 31, 26

+167.46K

7.16%

BANK OF AMERICA CORP /DE/

1.30M

Mar 31, 26

+255.99K

6.93%

JANE STREET GROUP, LLC

900.00K

Mar 31, 26

+900.00K

4.78%

ENVESTNET ASSET MANAGEMENT INC

849.36K

Mar 31, 26

+279.14K

4.51%

ROYAL BANK OF CANADA

833.13K

Mar 31, 26

-152.10K

4.43%

FIRST TRUST ADVISORS LP

758.30K

Mar 31, 26

+730.02K

4.03%

UBS Group AG

677.56K

Mar 31, 26

+75.09K

3.60%

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management

617.18K

Mar 31, 26

+11.75K

3.28%

RAYMOND JAMES FINANCIAL INC

444.85K

Mar 31, 26

+653

2.36%

Cambridge Investment Research Advisors, Inc.

443.76K

Mar 31, 26

+4.44K

2.36%

TCP Asset Management, LLC

440.49K

Mar 31, 26

+440.49K

2.34%

Sanctuary Advisors, LLC

379.90K

Mar 31, 26

-33.83K

2.02%

Cetera Investment Advisers

365.70K

Mar 31, 26

+73.68K

1.94%

ASSETMARK, INC

321.00K

Mar 31, 26

+93.61K

1.71%

STATE OF WISCONSIN INVESTMENT BOARD

313.81K

Mar 31, 26

1.67%

Private Advisor Group, LLC

280.51K

Mar 31, 26

+3.32K

1.49%

Bank of New York Mellon Corp

228.04K

Mar 31, 26

+9.04K

1.21%

Gateway Wealth Partners, LLC

155.25K

Mar 31, 26

+102.34K

0.83%

HighTower Advisors, LLC

150.95K

Mar 31, 26

+125.40K

0.80%

BENJAMIN EDWARDS INC

141.16K

Mar 31, 26

+55.61K

0.75%

GREENUP STREET WEALTH MANAGEMENT LLC

136.84K

Mar 31, 26

+136.84K

0.73%

Atria Investments, Inc

118.47K

Mar 31, 26

+18.82K

0.63%

Prospera Financial Services Inc

109.09K

Mar 31, 26

+34.21K

0.58%

IFP Advisors, Inc

108.17K

Mar 31, 26

+68.45K

0.57%

Kingsview Wealth Management, LLC

92.73K

Mar 31, 26

-6.64K

0.49%

Janney Montgomery Scott LLC

92.59K

Mar 31, 26

+29.12K

0.49%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

82.44K

Mar 31, 26

+82.44K

0.44%

CWM, LLC

79.36K

Mar 31, 26

+47.57K

0.42%

CITADEL ADVISORS LLC

74.58K

Mar 31, 26

+74.58K

0.40%

PRINCIPAL SECURITIES, INC.

69.62K

Mar 31, 26

+1.12K

0.37%

AE Wealth Management LLC

67.93K

Mar 31, 26

+11.49K

0.36%

Midwest Financial Group LLC

66.97K

Mar 31, 26

-1.46K

0.36%

Brinker Capital Investments, LLC

62.12K

Mar 31, 26

+24.29K

0.33%

Rathbones Group PLC

59.64K

Mar 31, 26

+13.56K

0.32%

HARBOUR INVESTMENTS, INC.

58.98K

Mar 31, 26

+45.42K

0.31%

PARK AVENUE SECURITIES LLC

57.68K

Mar 31, 26

+18.20K

0.31%

ADVISOR GROUP HOLDINGS, INC.

53.93K

Mar 31, 26

-15.50K

0.29%

STIFEL FINANCIAL CORP

50.90K

Mar 31, 26

+7.05K

0.27%

OneAscent Financial Services LLC

47.88K

Mar 31, 26

+9.22K

0.25%

Greenwich Wealth Management LLC

46.55K

Mar 31, 26

+46.55K

0.25%

JONES FINANCIAL COMPANIES LLLP

43.27K

Mar 31, 26

+16.71K

0.23%

VestGen Advisors, LLC

43.21K

Mar 31, 26

-529

0.23%

IMG Wealth Management, Inc.

42.65K

Mar 31, 26

+42.65K

0.23%

Steward Partners Investment Advisory, LLC

41.95K

Mar 31, 26

0.22%

COMMONWEALTH EQUITY SERVICES, LLC

41.84K

Mar 31, 26

+706

0.22%

Chicago Partners Investment Group LLC

40.27K

Mar 31, 26

+1.21K

0.21%

Kestra Advisory Services, LLC

38.17K

Mar 31, 26

-2.63K

0.20%

Snowden Capital Advisors LLC

37.88K

Mar 31, 26

-672

0.20%

IAMS WEALTH MANAGEMENT, LLC

33.99K

Mar 31, 26

+9.28K

0.18%

Quantinno Capital Management LP

33.78K

Mar 31, 26

+7.66K

0.18%

D.A. DAVIDSON & CO.

33.40K

Mar 31, 26

+458

0.18%

Farther Finance Advisors, LLC

32.88K

Mar 31, 26

-2.16K

0.17%

MERCER GLOBAL ADVISORS INC /ADV

31.28K

Mar 31, 26

+31.28K

0.17%

Aprio Wealth Management, LLC

31.09K

Mar 31, 26

+10

0.17%

MML INVESTORS SERVICES, LLC

24.88K

Mar 31, 26

-956

0.13%

Focus Financial Network, Inc.

24.47K

Mar 31, 26

+24.47K

0.13%

Integrated Wealth Concepts LLC

24.38K

Mar 31, 26

+1.87K

0.13%

HBW Advisory Services LLC

23.39K

Mar 31, 26

+499

0.12%

MGO ONE SEVEN LLC

22.65K

Mar 31, 26

+12.71K

0.12%

GOLDMAN SACHS GROUP INC

22.47K

Mar 31, 26

0.12%

NewEdge Wealth, LLC

21.86K

Mar 31, 26

0.12%

TRUIST FINANCIAL CORP

19.59K

Mar 31, 26

+19.59K

0.10%

Richmond Investment Services, LLC

19.56K

Mar 31, 26

-2.03K

0.10%

Formidable Asset Management, LLC

19.37K

Mar 31, 26

0.10%

RFG Advisory, LLC

16.62K

Mar 31, 26

+5.20K

0.09%

Envestnet Portfolio Solutions, Inc.

16.61K

Mar 31, 26

+5.94K

0.09%

Equitable Holdings, Inc.

15.36K

Mar 31, 26

+4.57K

0.08%

Pine Valley Investments Ltd Liability Co

14.47K

Mar 31, 26

+707

0.08%

Higgins & Schmidt Wealth Strategies LLC

14.38K

Mar 31, 26

0.08%

Trueblood Wealth Management, LLC

14.33K

Mar 31, 26

+461

0.08%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

13.65K

Mar 31, 26

0.07%

OPPENHEIMER & CO INC

13.51K

Mar 31, 26

+13.51K

0.07%

INDEPENDENT FINANCIAL GROUP, LLC

12.63K

Mar 31, 26

-1.58K

0.07%

LaSalle St. Investment Advisors, LLC

12.55K

Mar 31, 26

-80

0.07%

FIFTH THIRD BANCORP

12.23K

Mar 31, 26

+12.23K

0.06%

CENTAURUS FINANCIAL, INC.

11.82K

Mar 31, 26

+11.82K

0.06%

Rockefeller Capital Management L.P.

10.33K

Mar 31, 26

+12

0.05%

Arkadios Wealth Advisors

10.26K

Mar 31, 26

+2.65K

0.05%

WEDBUSH SECURITIES INC

9.82K

Mar 31, 26

+9.82K

0.05%

Mariner, LLC

9.70K

Mar 31, 26

0.05%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

9.68K

Mar 31, 26

+530

0.05%

Pinnacle Family Advisors, LLC

9.61K

Mar 31, 26

-316

0.05%

FSB PREMIER WEALTH MANAGEMENT, INC.

9.34K

Mar 31, 26

-866

0.05%

Balboa Wealth Partners

9.21K

Mar 31, 26

+817

0.05%

MEITAV INVESTMENT HOUSE LTD

8.89K

Mar 31, 26

0.05%

Element Wealth, LLC

8.82K

Mar 31, 26

-48

0.05%

Fortis Capital Advisors, LLC

8.67K

Mar 31, 26

+8.67K

0.05%

Belpointe Asset Management LLC

8.67K

Mar 31, 26

+8.67K

0.05%

ABLE Financial Group, LLC

8.43K

Mar 31, 26

-852

0.04%

Western Wealth Management, LLC

7.64K

Mar 31, 26

+103

0.04%

NOVEM GROUP

7.57K

Mar 31, 26

+7.57K

0.04%

Savvy Advisors, Inc.

7.56K

Mar 31, 26

0.04%

PRIVATE CLIENT SERVICES, LLC

7.19K

Mar 31, 26

+7.19K

0.04%

CAPTRUST FINANCIAL ADVISORS

6.96K

Mar 31, 26

+6.96K

0.04%

Ashton Thomas Private Wealth, LLC

5.59K

Mar 31, 26

+5.59K

0.03%

MPWM ADVISORY SOLUTIONS, LLC

5.37K

Mar 31, 26

+68

0.03%

CITIGROUP INC

2.94K

Mar 31, 26

+2.38K

0.02%

Rossby Financial, LCC

2.70K

Mar 31, 26

+416

0.01%

GAMMA Investing LLC

2.24K

Mar 31, 26

0.01%

Parallel Advisors, LLC

1.97K

Mar 31, 26

+1.97K

0.01%

Geneos Wealth Management Inc.

1.93K

Mar 31, 26

0.01%

Synergy Investment Management, LLC

1.81K

Mar 31, 26

+1.81K

0.01%

Evelyn Partners Investment Management LLP

1.80K

Mar 31, 26

0.01%

BANK OF MONTREAL /CAN/

1.65K

Mar 31, 26

+1.65K

0.01%

CULLEN/FROST BANKERS, INC.

1.63K

Mar 31, 26

+964

0.01%

Sound Income Strategies, LLC

1.56K

Mar 31, 26

0.01%

JPMORGAN CHASE & CO

1.50K

Mar 31, 26

+737

0.01%

CITY HOLDING CO

1.45K

Mar 31, 26

0.01%

BlackRock, Inc.

1.30K

Mar 31, 26

+1.30K

0.01%

Smartleaf Asset Management LLC

903

Mar 31, 26

-36

0.00%

FMR LLC

740

Mar 31, 26

+109

0.00%

Tidemark, LLC

694

Mar 31, 26

0.00%

TRUST CO OF TOLEDO NA /OH/

683

Mar 31, 26

0.00%

NBC SECURITIES, INC.

650

Mar 31, 26

0.00%

Advisory Services Network, LLC

615

Mar 31, 26

+615

0.00%

MTM Investment Management, LLC

540

Mar 31, 26

0.00%

Spire Wealth Management

470

Mar 31, 26

-1.27K

0.00%

NewEdge Advisors, LLC

418

Mar 31, 26

0.00%

US BANCORP \DE\

400

Mar 31, 26

0.00%

PRIVATE TRUST CO NA

379

Mar 31, 26

0.00%

Sunbelt Securities, Inc.

267

Mar 31, 26

0.00%

TWIN PEAKS WEALTH ADVISORS, LLC

235

Mar 31, 26

+235

0.00%

FINANCIAL CONSULATE, INC

182

Mar 31, 26

0.00%

AMERICAN NATIONAL BANK

136

Mar 31, 26

0.00%

Larson Financial Group LLC

125

Mar 31, 26

0.00%

AMERIFLEX GROUP, INC.

108

Mar 31, 26

-18

0.00%

Archer Investment Corp

Mar 31, 26

+96

0.00%

StoneX Group Inc.

Mar 31, 26

-7.85K

Lloyd Advisory Services, LLC.

Mar 31, 26

-56

SUSQUEHANNA INTERNATIONAL GROUP, LLP

Mar 31, 26

-23.75K

Wealth Watch Advisors, INC

Mar 31, 26

-347

Coppell Advisory Solutions LLC

Mar 31, 26

-37.54K

COMERICA BANK

15.09K

Dec 31, 25

-12.88K

0.08%

TUCKER ASSET MANAGEMENT LLC

4.05K

Dec 31, 25

-439

0.02%

Global Retirement Partners, LLC

1.41K

Dec 31, 25

-6.04K

0.01%

AVANTAX ADVISORY SERVICES, INC.

58.16K

Jun 30, 25

-2.31K

0.31%

Sebold Capital Management, Inc.

15.58K

Jun 30, 25

-2.92K

0.08%

Atria Wealth Solutions, Inc.

Jun 30, 25

-29.54K

Orion Portfolio Solutions, LLC

37.67K

Mar 31, 25

-424

0.20%

SignalPoint Asset Management, LLC

34.10K

Dec 31, 24

-8.82K

0.18%

Raymond James Financial Services Advisors, Inc.

409.71K

Sep 30, 24

-83.00K

2.18%

RAYMOND JAMES & ASSOCIATES

66.74K

Sep 30, 24

+2.05K

0.35%

M&R CAPITAL MANAGEMENT INC

Sep 30, 24

-22

0.00%

BENJAMIN F. EDWARDS & COMPANY, INC.

25.42K

Jun 30, 24

+2.21K

0.14%

Cetera Advisors LLC

354.85K

Mar 31, 24

+339.54K

1.89%

Coppell Advisory Solutions Corp.

115.75K

Mar 31, 24

+115.75K

0.62%

Cetera Advisor Networks LLC

48.24K

Mar 31, 24

-3.86K

0.26%

WEALTHSOURCE PARTNERS, LLC

10.08K

Dec 31, 23

-510

0.05%

S.C. Financial Services, Inc.

10.14K

Dec 31, 22

+10.14K

0.05%

American Portfolios Advisors

Sep 30, 22

+89

0.00%

Frontier Wealth Management LLC

9.06K

Jun 30, 22

0.05%

Holloway Wealth Management, LLC

5.57K

Mar 31, 22

-710

0.03%

NEXT Financial Group, Inc

Dec 31, 21

-22.18K

Hochman Cole Investment Advisors, Inc.

11.59K

Sep 30, 21

-6.78K

0.06%

First Allied Advisory Services, Inc.

62.67K

Sep 30, 20

-5.02K

0.33%

Advisor Group, Inc.

152.82K

Dec 31, 19

-2.42K

0.81%

LADENBURG THALMANN FINANCIAL SERVICES INC.

65.64K

Dec 31, 19

+4.24K

0.35%

BB&T SECURITIES, LLC

17.95K

Sep 30, 19

-379.10K

0.10%

Wealth & Pension Services Group, Inc.

14.29K

Sep 30, 19

+381

0.08%

HL FINANCIAL SERVICES LLC

332.65K

Mar 31, 19

+2.72K

1.77%

COMERICA SECURITIES INC

31.90K

Dec 31, 18

-3.51K

0.17%

Visionary Asset Management, Inc.

Dec 31, 18

-9.21K

HAYS ADVISORY LLC

162.45K

Sep 30, 18

-59.63K

0.86%

BB&T INVESTMENT SERVICES, INC.

471

Dec 31, 17

+471

0.00%

SII INVESTMENTS INC/WI

Dec 31, 17

-183.68K

IFC Holdings Incorporated/FL

Dec 31, 17

-8.78K

INVESTMENT CENTERS OF AMERICA INC

Dec 31, 17

-10.87K

GIRARD SECURITIES, INC.

13.19K

Sep 30, 17

-347

0.07%

Commonwealth Equity Services, Inc

38.63K

Jun 30, 17

-1.66K

0.21%

WFG Advisors, LP

31.94K

Jun 30, 17

+12.66K

0.17%

Independent Portfolio Consultants, Inc.

300

Jun 30, 17

+300

0.00%

MSI Financial Services Inc

905

Dec 31, 16

-6.71K

0.00%

VSR Financial Services, Inc.

10.70K

Jun 30, 16

+19

0.06%

F-Squared Investment Management, LLC

5.45M

Jun 30, 15

-3.93M

28.98%

MANAGED ACCOUNT ADVISORS LLC

299

Jun 30, 15

-10.51K

0.00%

Placemark Investments, Inc.

Dec 31, 14

-92.21K

UBS AG

495.92K

Sep 30, 14

+35.11K

2.64%

1919 Investment Counsel, LLC

Sep 30, 14

-350

Jane Street Holding, LLC

104.59K

Dec 31, 13

+24.51K

0.56%

KNIGHT CAPITAL GROUP LLC

Jun 30, 13

-7.96K