First Trust Europe AlphaDEX Fund(FEP)

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First Trust Europe AlphaDEX Fund(FEP)

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$59.73—

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FEP(FEP)

FEP

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

Institutional Ownership

Top 189 Institutional Holders

Holder	Shares	Date	Change	% Held
ENVESTNET ASSET MANAGEMENT INC	298.46K	Jun 30, 26	+9.00K	3.47%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	162.94K	Jun 30, 26	-9.63K	1.89%
Vontobel Holding Ltd.	147.07K	Jun 30, 26	-500	1.71%
ASSETMARK, INC	133.15K	Jun 30, 26	+10.02K	1.55%
BENJAMIN EDWARDS INC	94.10K	Jun 30, 26	+1.76K	1.09%
Cambridge Investment Research Advisors, Inc.	83.45K	Jun 30, 26	+1.19K	0.97%
Janney Montgomery Scott LLC	57.26K	Jun 30, 26	-513	0.67%
COMMONWEALTH EQUITY SERVICES, LLC	48.55K	Jun 30, 26	-700	0.56%
Mainsail Financial Group, LLC	45.61K	Jun 30, 26	+3.32K	0.53%
IFP Advisors, Inc	41.24K	Jun 30, 26	+1.37K	0.48%
Prospera Financial Services Inc	39.05K	Jun 30, 26	-2.60K	0.45%
Gateway Wealth Partners, LLC	31.50K	Jun 30, 26	-17.75K	0.37%
NWF Advisory Services Inc.	27.31K	Jun 30, 26	--	0.32%
BELLEVUE ASSET MANAGEMENT, LLC	23.95K	Jun 30, 26	-84	0.28%
AE Wealth Management LLC	23.52K	Jun 30, 26	-2.28K	0.27%
Atria Investments, Inc	23.21K	Jun 30, 26	-121	0.27%
Farther Finance Advisors, LLC	20.02K	Jun 30, 26	-6	0.23%
PARK AVENUE SECURITIES LLC	18.80K	Jun 30, 26	+307	0.22%
Kestra Advisory Services, LLC	17.06K	Jun 30, 26	+4.33K	0.20%
RPg Family Wealth Advisory, LLC	14.54K	Jun 30, 26	-221	0.17%
Risk Paradigm Group, LLC	13.95K	Jun 30, 26	-221	0.16%
ABLE Financial Group, LLC	13.65K	Jun 30, 26	-18	0.16%
IAMS WEALTH MANAGEMENT, LLC	11.99K	Jun 30, 26	+160	0.14%
HBW Advisory Services LLC	10.94K	Jun 30, 26	+229	0.13%
D.A. DAVIDSON & CO.	9.05K	Jun 30, 26	-1.80K	0.11%
KESTRA PRIVATE WEALTH SERVICES, LLC	7.51K	Jun 30, 26	+17	0.09%
OPPENHEIMER & CO INC	7.32K	Jun 30, 26	-2.71K	0.09%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	7.20K	Jun 30, 26	-259	0.08%
INDEPENDENT FINANCIAL GROUP, LLC	6.66K	Jun 30, 26	-1.24K	0.08%
Richmond Investment Services, LLC	6.61K	Jun 30, 26	-8.30K	0.08%
Dynamic Advisor Solutions LLC	6.58K	Jun 30, 26	+6.58K	0.08%
Envestnet Portfolio Solutions, Inc.	6.32K	Jun 30, 26	+400	0.07%
Pine Valley Investments Ltd Liability Co	6.26K	Jun 30, 26	+233	0.07%
RFG Advisory, LLC	6.19K	Jun 30, 26	-184	0.07%
WEDBUSH SECURITIES INC	5.74K	Jun 30, 26	+301	0.07%
HighTower Advisors, LLC	5.41K	Jun 30, 26	--	0.06%
ProVise Management Group, LLC	5.40K	Jun 30, 26	+957	0.06%
BlueChip Wealth Advisors LLC	5.08K	Jun 30, 26	--	0.06%
KINGSWOOD WEALTH ADVISORS, LLC	4.33K	Jun 30, 26	--	0.05%
PFG Advisors	4.33K	Jun 30, 26	-399	0.05%
MGO ONE SEVEN LLC	4.20K	Jun 30, 26	--	0.05%
NOVEM GROUP	4.05K	Jun 30, 26	+105	0.05%
Parallel Advisors, LLC	3.91K	Jun 30, 26	+1.53K	0.05%
Morey & Quinn Wealth Partners, LLC	3.82K	Jun 30, 26	--	0.04%
Unique Wealth Strategies, LLC	3.77K	Jun 30, 26	-10.93K	0.04%
Apollon Wealth Management, LLC	3.72K	Jun 30, 26	-84	0.04%
PRINCIPAL SECURITIES, INC.	3.53K	Jun 30, 26	+3.53K	0.04%
Roxbury Financial LLC	3.31K	Jun 30, 26	+1.47K	0.04%
Ashton Thomas Private Wealth, LLC	2.20K	Jun 30, 26	+15	0.03%
PRIVATE TRUST CO NA	2.19K	Jun 30, 26	+112	0.03%
FIFTH THIRD BANCORP	1.95K	Jun 30, 26	-697	0.02%
REAP Financial Group, LLC	1.87K	Jun 30, 26	+26	0.02%
LFA - Lugano Financial Advisors SA	1.66K	Jun 30, 26	+1.66K	0.02%
Rossby Financial, LCC	1.35K	Jun 30, 26	-41	0.02%
CULLEN/FROST BANKERS, INC.	1.02K	Jun 30, 26	+548	0.01%
CITIGROUP INC	769	Jun 30, 26	-694	0.01%
CX Institutional	697	Jun 30, 26	--	0.01%
DHJJ Financial Advisors, Ltd.	530	Jun 30, 26	+25	0.01%
Pinnacle Bancorp, Inc.	500	Jun 30, 26	--	0.01%
Spire Wealth Management	270	Jun 30, 26	+41	0.00%
CoreCap Advisors, LLC	228	Jun 30, 26	--	0.00%
Buck Wealth Strategies, LLC	141	Jun 30, 26	+141	0.00%
AMERICAN NATIONAL BANK	101	Jun 30, 26	--	0.00%
GAMMA Investing LLC	29	Jun 30, 26	--	0.00%
Ronald Blue Trust, Inc.	28	Jun 30, 26	+28	0.00%
Quest 10 Wealth Builders, Inc.	24	Jun 30, 26	+24	0.00%
HHM Wealth Advisors, LLC	15	Jun 30, 26	+15	0.00%
NBC SECURITIES, INC.	--	Jun 30, 26	-67	--
SOA Wealth Advisors, LLC.	--	Jun 30, 26	-362	--
FIRST TRUST ADVISORS LP	1.08M	Mar 31, 26	+371.90K	12.55%
MORGAN STANLEY	893.98K	Mar 31, 26	+33.10K	10.39%
LPL Financial LLC	540.36K	Mar 31, 26	+32.07K	6.28%
WELLS FARGO & COMPANY/MN	241.34K	Mar 31, 26	+78.07K	2.81%
UBS Group AG	237.85K	Mar 31, 26	+41.43K	2.77%
Cetera Investment Advisers	204.53K	Mar 31, 26	+4.87K	2.38%
JANE STREET GROUP, LLC	177.00K	Mar 31, 26	+161.23K	2.06%
WILEY BROS.-AINTREE CAPITAL, LLC	153.36K	Mar 31, 26	+80.68K	1.78%
BANK OF AMERICA CORP /DE/	120.81K	Mar 31, 26	+9.96K	1.40%
RAYMOND JAMES FINANCIAL INC	109.34K	Mar 31, 26	+11.74K	1.27%
Dunhill Financial, LLC	90.25K	Mar 31, 26	+71.62K	1.05%
ADVISOR GROUP HOLDINGS, INC.	75.13K	Mar 31, 26	-7.09K	0.87%
Advisory Services Network, LLC	71.36K	Mar 31, 26	+71.36K	0.83%
STIFEL FINANCIAL CORP	59.72K	Mar 31, 26	+112	0.69%
Janney Montgomery Scott LLC	57.77K	Mar 31, 26	-810	0.67%
FLOW TRADERS U.S. LLC	55.84K	Mar 31, 26	+55.84K	0.65%
Gateway Wealth Partners, LLC	49.25K	Mar 31, 26	+26.10K	0.57%
Steward Partners Investment Advisory, LLC	45.11K	Mar 31, 26	-118	0.52%
MML INVESTORS SERVICES, LLC	41.43K	Mar 31, 26	+2.49K	0.48%
CITADEL ADVISORS LLC	40.49K	Mar 31, 26	+36.62K	0.47%
Bank of New York Mellon Corp	27.53K	Mar 31, 26	+601	0.32%
Brinker Capital Investments, LLC	26.46K	Mar 31, 26	-215	0.31%
HRT FINANCIAL LP	25.42K	Mar 31, 26	+25.42K	0.30%
HSBC HOLDINGS PLC	23.50K	Mar 31, 26	+23.50K	0.27%
Baird Financial Group, Inc.	22.54K	Mar 31, 26	+22.54K	0.26%
SMITH, MOORE & CO.	19.84K	Mar 31, 26	+5.73K	0.23%
Snowden Capital Advisors LLC	18.82K	Mar 31, 26	-223	0.22%
ROYAL BANK OF CANADA	18.47K	Mar 31, 26	+1.27K	0.21%
OneAscent Financial Services LLC	17.51K	Mar 31, 26	-849	0.20%
NewEdge Wealth, LLC	13.25K	Mar 31, 26	+4	0.15%
Transamerica Financial Advisors, Inc.	12.94K	Mar 31, 26	+8.82K	0.15%
Sanctuary Advisors, LLC	11.57K	Mar 31, 26	+305	0.13%
HFG Advisors, Inc.	11.48K	Mar 31, 26	--	0.13%
Triad Wealth Partners, LLC	10.16K	Mar 31, 26	-2.70K	0.12%
1776 Wealth LLC	9.84K	Mar 31, 26	--	0.11%
LaSalle St. Investment Advisors, LLC	9.83K	Mar 31, 26	-97	0.11%
HARBOUR INVESTMENTS, INC.	9.30K	Mar 31, 26	-21.78K	0.11%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	8.62K	Mar 31, 26	-891	0.10%
TCFG WEALTH MANAGEMENT, LLC	8.33K	Mar 31, 26	-92	0.10%
GTS SECURITIES LLC	8.12K	Mar 31, 26	+8.12K	0.09%
Equitable Holdings, Inc.	8.00K	Mar 31, 26	--	0.09%
JONES FINANCIAL COMPANIES LLLP	6.70K	Mar 31, 26	+1.00K	0.08%
MPWM ADVISORY SOLUTIONS, LLC	6.30K	Mar 31, 26	+56	0.07%
FSB PREMIER WEALTH MANAGEMENT, INC.	5.97K	Mar 31, 26	-412	0.07%
Mutual Advisors, LLC	5.64K	Mar 31, 26	+79	0.07%
HighTower Advisors, LLC	5.41K	Mar 31, 26	--	0.06%
Pinnacle Family Advisors, LLC	5.10K	Mar 31, 26	-131	0.06%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	4.32K	Mar 31, 26	+77	0.05%
Rockefeller Capital Management L.P.	4.30K	Mar 31, 26	-1.90K	0.05%
Asset Allocation Strategies LLC	3.69K	Mar 31, 26	+3.69K	0.04%
Topsail Wealth Management, LLC	3.00K	Mar 31, 26	--	0.03%
CWM, LLC	2.47K	Mar 31, 26	+410	0.03%
Parallel Advisors, LLC	2.38K	Mar 31, 26	+2.38K	0.03%
JPMORGAN CHASE & CO	1.78K	Mar 31, 26	-19	0.02%
BANK OF MONTREAL /CAN/	1.55K	Mar 31, 26	+1.55K	0.02%
Synergy Investment Management, LLC	1.46K	Mar 31, 26	+1.46K	0.02%
NewEdge Advisors, LLC	1.31K	Mar 31, 26	+1	0.02%
US BANCORP \DE\	1.00K	Mar 31, 26	--	0.01%
FMR LLC	558	Mar 31, 26	+129	0.01%
Western Wealth Management, LLC	475	Mar 31, 26	+475	0.01%
Smartleaf Asset Management LLC	431	Mar 31, 26	-43	0.01%
Annis Gardner Whiting Capital Advisors, LLC	350	Mar 31, 26	+350	0.00%
Sunbelt Securities, Inc.	223	Mar 31, 26	--	0.00%
Silicon Valley Capital Partners	142	Mar 31, 26	--	0.00%
AMERIFLEX GROUP, INC.	91	Mar 31, 26	-13	0.00%
Qube Research & Technologies Ltd	42	Mar 31, 26	+42	0.00%
StoneX Group Inc.	--	Mar 31, 26	-4.46K	--
Coppell Advisory Solutions LLC	--	Mar 31, 26	-61.88K	--
AMERIPRISE FINANCIAL INC	--	Mar 31, 26	-15.31K	--
Luminist Capital LLC	--	Mar 31, 26	-203	--
Tower Research Capital LLC (TRC)	--	Mar 31, 26	-2	--
Lloyd Advisory Services, LLC.	--	Mar 31, 26	-29	--
Global Retirement Partners, LLC	3.97K	Dec 31, 25	-99	0.05%
TUCKER ASSET MANAGEMENT LLC	3.12K	Dec 31, 25	-749	0.04%
ORG Partners LLC	3.00K	Dec 31, 25	+1.00K	0.03%
COMERICA BANK	2.67K	Dec 31, 25	-87	0.03%
CIBC Private Wealth Group, LLC	223	Dec 31, 25	--	0.00%
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-114	--
AVANTAX ADVISORY SERVICES, INC.	49.95K	Jun 30, 25	-1.17K	0.58%
Atria Wealth Solutions, Inc.	--	Jun 30, 25	-20.40K	--
Orion Portfolio Solutions, LLC	30.83K	Mar 31, 25	-571	0.36%
SignalPoint Asset Management, LLC	22.41K	Dec 31, 24	-2.60K	0.26%
Private Portfolio Partners LLC	7.61K	Dec 31, 24	-91	0.09%
AlphaMark Advisors, LLC	390	Dec 31, 24	--	0.00%
Raymond James Financial Services Advisors, Inc.	71.97K	Sep 30, 24	-1.44K	0.84%
RAYMOND JAMES & ASSOCIATES	40.28K	Sep 30, 24	-697	0.47%
BENJAMIN F. EDWARDS & COMPANY, INC.	14.97K	Jun 30, 24	+732	0.17%
ICA Group Wealth Management, LLC	--	Jun 30, 24	-91	--
Coppell Advisory Solutions Corp.	75.53K	Mar 31, 24	+75.53K	0.88%
Cetera Advisors LLC	38.09K	Mar 31, 24	+24.73K	0.44%
Cetera Advisor Networks LLC	35.63K	Mar 31, 24	-2.04K	0.41%
S.C. Financial Services, Inc.	6.34K	Dec 31, 22	-4.55K	0.07%
Covington Capital Management	6.93K	Sep 30, 22	--	0.08%
American Portfolios Advisors	842	Sep 30, 22	+842	0.01%
HYA Advisors, Inc	7.11K	Jun 30, 22	+159	0.08%
Holloway Wealth Management, LLC	9.80K	Mar 31, 22	-1.11K	0.11%
NEXT Financial Group, Inc	--	Dec 31, 21	-1.68K	--
Ameritas Investment Company, LLC	6.31K	Sep 30, 21	+2.61K	0.07%
Vontobel Swiss Wealth Advisors AG	6.75K	Jun 30, 21	+750	0.08%
OLD MISSION CAPITAL, LLC	29.00K	Dec 31, 20	+29.00K	0.34%
Winslow, Evans & Crocker, Inc.	565	Dec 31, 20	+50	0.01%
First Allied Advisory Services, Inc.	54.96K	Sep 30, 20	-5.17K	0.64%
Advisor Group, Inc.	103.57K	Dec 31, 19	-5.01K	1.20%
LADENBURG THALMANN FINANCIAL SERVICES INC.	29.41K	Dec 31, 19	-3.56K	0.34%
BB&T SECURITIES, LLC	27.98K	Sep 30, 19	-4.03K	0.33%
Premia Global Advisors, LLC	--	Sep 30, 19	-10.50K	--
RELIANCE TRUST CO OF DELAWARE	30.18K	Mar 31, 19	+9.75K	0.35%
HL FINANCIAL SERVICES LLC	23.03K	Mar 31, 19	+3.94K	0.27%
Salient Private Client, LLC	14.10K	Sep 30, 18	--	0.16%
IFC Holdings Incorporated/FL	32.11K	Dec 31, 17	-56.99K	0.37%
BB&T INVESTMENT SERVICES, INC.	547	Dec 31, 17	+547	0.01%
NATIONAL PLANNING CORP	--	Dec 31, 17	-9.60K	--
Commonwealth Equity Services, Inc	74.91K	Jun 30, 17	+4.27K	0.87%
WFG Advisors, LP	4.72K	Jun 30, 17	-251	0.05%
Virtu KCG Holdings LLC	--	Jun 30, 17	-10.33K	--
MSI Financial Services Inc	9.77K	Dec 31, 16	-4.13K	0.11%
SOCIETE GENERALE	26.23K	Jun 30, 16	+26.23K	0.30%
MANAGED ACCOUNT ADVISORS LLC	41	Jun 30, 15	-23.36K	0.00%
Placemark Investments, Inc.	--	Dec 31, 14	-72.44K	--
UBS AG	1.38M	Sep 30, 14	-366.91K	16.08%

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Holder

Date

Change

% Held

ENVESTNET ASSET MANAGEMENT INC

298.46K

Jun 30, 26

+9.00K

3.47%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

162.94K

Jun 30, 26

-9.63K

1.89%

Vontobel Holding Ltd.

147.07K

Jun 30, 26

-500

1.71%

ASSETMARK, INC

133.15K

Jun 30, 26

+10.02K

1.55%

BENJAMIN EDWARDS INC

94.10K

Jun 30, 26

+1.76K

1.09%

Cambridge Investment Research Advisors, Inc.

83.45K

Jun 30, 26

+1.19K

0.97%

Janney Montgomery Scott LLC

57.26K

Jun 30, 26

-513

0.67%

COMMONWEALTH EQUITY SERVICES, LLC

48.55K

Jun 30, 26

-700

0.56%

Mainsail Financial Group, LLC

45.61K

Jun 30, 26

+3.32K

0.53%

IFP Advisors, Inc

41.24K

Jun 30, 26

+1.37K

0.48%

Prospera Financial Services Inc

39.05K

Jun 30, 26

-2.60K

0.45%

Gateway Wealth Partners, LLC

31.50K

Jun 30, 26

-17.75K

0.37%

NWF Advisory Services Inc.

27.31K

Jun 30, 26

0.32%

BELLEVUE ASSET MANAGEMENT, LLC

23.95K

Jun 30, 26

-84

0.28%

AE Wealth Management LLC

23.52K

Jun 30, 26

-2.28K

0.27%

Atria Investments, Inc

23.21K

Jun 30, 26

-121

0.27%

Farther Finance Advisors, LLC

20.02K

Jun 30, 26

-6

0.23%

PARK AVENUE SECURITIES LLC

18.80K

Jun 30, 26

+307

0.22%

Kestra Advisory Services, LLC

17.06K

Jun 30, 26

+4.33K

0.20%

RPg Family Wealth Advisory, LLC

14.54K

Jun 30, 26

-221

0.17%

Risk Paradigm Group, LLC

13.95K

Jun 30, 26

-221

0.16%

ABLE Financial Group, LLC

13.65K

Jun 30, 26

-18

0.16%

IAMS WEALTH MANAGEMENT, LLC

11.99K

Jun 30, 26

+160

0.14%

HBW Advisory Services LLC

10.94K

Jun 30, 26

+229

0.13%

D.A. DAVIDSON & CO.

9.05K

Jun 30, 26

-1.80K

0.11%

KESTRA PRIVATE WEALTH SERVICES, LLC

7.51K

Jun 30, 26

+17

0.09%

OPPENHEIMER & CO INC

7.32K

Jun 30, 26

-2.71K

0.09%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

7.20K

Jun 30, 26

-259

0.08%

INDEPENDENT FINANCIAL GROUP, LLC

6.66K

Jun 30, 26

-1.24K

0.08%

Richmond Investment Services, LLC

6.61K

Jun 30, 26

-8.30K

0.08%

Dynamic Advisor Solutions LLC

6.58K

Jun 30, 26

+6.58K

0.08%

Envestnet Portfolio Solutions, Inc.

6.32K

Jun 30, 26

+400

0.07%

Pine Valley Investments Ltd Liability Co

6.26K

Jun 30, 26

+233

0.07%

RFG Advisory, LLC

6.19K

Jun 30, 26

-184

0.07%

WEDBUSH SECURITIES INC

5.74K

Jun 30, 26

+301

0.07%

HighTower Advisors, LLC

5.41K

Jun 30, 26

0.06%

ProVise Management Group, LLC

5.40K

Jun 30, 26

+957

0.06%

BlueChip Wealth Advisors LLC

5.08K

Jun 30, 26

0.06%

KINGSWOOD WEALTH ADVISORS, LLC

4.33K

Jun 30, 26

0.05%

PFG Advisors

4.33K

Jun 30, 26

-399

0.05%

MGO ONE SEVEN LLC

4.20K

Jun 30, 26

0.05%

NOVEM GROUP

4.05K

Jun 30, 26

+105

0.05%

Parallel Advisors, LLC

3.91K

Jun 30, 26

+1.53K

0.05%

Morey & Quinn Wealth Partners, LLC

3.82K

Jun 30, 26

0.04%

Unique Wealth Strategies, LLC

3.77K

Jun 30, 26

-10.93K

0.04%

Apollon Wealth Management, LLC

3.72K

Jun 30, 26

-84

0.04%

PRINCIPAL SECURITIES, INC.

3.53K

Jun 30, 26

+3.53K

0.04%

Roxbury Financial LLC

3.31K

Jun 30, 26

+1.47K

0.04%

Ashton Thomas Private Wealth, LLC

2.20K

Jun 30, 26

+15

0.03%

PRIVATE TRUST CO NA

2.19K

Jun 30, 26

+112

0.03%

FIFTH THIRD BANCORP

1.95K

Jun 30, 26

-697

0.02%

REAP Financial Group, LLC

1.87K

Jun 30, 26

+26

0.02%

LFA - Lugano Financial Advisors SA

1.66K

Jun 30, 26

+1.66K

0.02%

Rossby Financial, LCC

1.35K

Jun 30, 26

-41

0.02%

CULLEN/FROST BANKERS, INC.

1.02K

Jun 30, 26

+548

0.01%

CITIGROUP INC

769

Jun 30, 26

-694

0.01%

CX Institutional

697

Jun 30, 26

0.01%

DHJJ Financial Advisors, Ltd.

530

Jun 30, 26

+25

0.01%

Pinnacle Bancorp, Inc.

500

Jun 30, 26

0.01%

Spire Wealth Management

270

Jun 30, 26

+41

0.00%

CoreCap Advisors, LLC

228

Jun 30, 26

0.00%

Buck Wealth Strategies, LLC

141

Jun 30, 26

+141

0.00%

AMERICAN NATIONAL BANK

101

Jun 30, 26

0.00%

GAMMA Investing LLC

Jun 30, 26

0.00%

Ronald Blue Trust, Inc.

Jun 30, 26

+28

0.00%

Quest 10 Wealth Builders, Inc.

Jun 30, 26

+24

0.00%

HHM Wealth Advisors, LLC

Jun 30, 26

+15

0.00%

NBC SECURITIES, INC.

Jun 30, 26

-67

SOA Wealth Advisors, LLC.

Jun 30, 26

-362

FIRST TRUST ADVISORS LP

1.08M

Mar 31, 26

+371.90K

12.55%

MORGAN STANLEY

893.98K

Mar 31, 26

+33.10K

10.39%

LPL Financial LLC

540.36K

Mar 31, 26

+32.07K

6.28%

WELLS FARGO & COMPANY/MN

241.34K

Mar 31, 26

+78.07K

2.81%

UBS Group AG

237.85K

Mar 31, 26

+41.43K

2.77%

Cetera Investment Advisers

204.53K

Mar 31, 26

+4.87K

2.38%

JANE STREET GROUP, LLC

177.00K

Mar 31, 26

+161.23K

2.06%

WILEY BROS.-AINTREE CAPITAL, LLC

153.36K

Mar 31, 26

+80.68K

1.78%

BANK OF AMERICA CORP /DE/

120.81K

Mar 31, 26

+9.96K

1.40%

RAYMOND JAMES FINANCIAL INC

109.34K

Mar 31, 26

+11.74K

1.27%

Dunhill Financial, LLC

90.25K

Mar 31, 26

+71.62K

1.05%

ADVISOR GROUP HOLDINGS, INC.

75.13K

Mar 31, 26

-7.09K

0.87%

Advisory Services Network, LLC

71.36K

Mar 31, 26

+71.36K

0.83%

STIFEL FINANCIAL CORP

59.72K

Mar 31, 26

+112

0.69%

Janney Montgomery Scott LLC

57.77K

Mar 31, 26

-810

0.67%

FLOW TRADERS U.S. LLC

55.84K

Mar 31, 26

+55.84K

0.65%

Gateway Wealth Partners, LLC

49.25K

Mar 31, 26

+26.10K

0.57%

Steward Partners Investment Advisory, LLC

45.11K

Mar 31, 26

-118

0.52%

MML INVESTORS SERVICES, LLC

41.43K

Mar 31, 26

+2.49K

0.48%

CITADEL ADVISORS LLC

40.49K

Mar 31, 26

+36.62K

0.47%

Bank of New York Mellon Corp

27.53K

Mar 31, 26

+601

0.32%

Brinker Capital Investments, LLC

26.46K

Mar 31, 26

-215

0.31%

HRT FINANCIAL LP

25.42K

Mar 31, 26

+25.42K

0.30%

HSBC HOLDINGS PLC

23.50K

Mar 31, 26

+23.50K

0.27%

Baird Financial Group, Inc.

22.54K

Mar 31, 26

+22.54K

0.26%

SMITH, MOORE & CO.

19.84K

Mar 31, 26

+5.73K

0.23%

Snowden Capital Advisors LLC

18.82K

Mar 31, 26

-223

0.22%

ROYAL BANK OF CANADA

18.47K

Mar 31, 26

+1.27K

0.21%

OneAscent Financial Services LLC

17.51K

Mar 31, 26

-849

0.20%

NewEdge Wealth, LLC

13.25K

Mar 31, 26

0.15%

Transamerica Financial Advisors, Inc.

12.94K

Mar 31, 26

+8.82K

0.15%

Sanctuary Advisors, LLC

11.57K

Mar 31, 26

+305

0.13%

HFG Advisors, Inc.

11.48K

Mar 31, 26

0.13%

Triad Wealth Partners, LLC

10.16K

Mar 31, 26

-2.70K

0.12%

1776 Wealth LLC

9.84K

Mar 31, 26

0.11%

LaSalle St. Investment Advisors, LLC

9.83K

Mar 31, 26

-97

0.11%

HARBOUR INVESTMENTS, INC.

9.30K

Mar 31, 26

-21.78K

0.11%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

8.62K

Mar 31, 26

-891

0.10%

TCFG WEALTH MANAGEMENT, LLC

8.33K

Mar 31, 26

-92

0.10%

GTS SECURITIES LLC

8.12K

Mar 31, 26

+8.12K

0.09%

Equitable Holdings, Inc.

8.00K

Mar 31, 26

0.09%

JONES FINANCIAL COMPANIES LLLP

6.70K

Mar 31, 26

+1.00K

0.08%

MPWM ADVISORY SOLUTIONS, LLC

6.30K

Mar 31, 26

+56

0.07%

FSB PREMIER WEALTH MANAGEMENT, INC.

5.97K

Mar 31, 26

-412

0.07%

Mutual Advisors, LLC

5.64K

Mar 31, 26

+79

0.07%

HighTower Advisors, LLC

5.41K

Mar 31, 26

0.06%

Pinnacle Family Advisors, LLC

5.10K

Mar 31, 26

-131

0.06%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

4.32K

Mar 31, 26

+77

0.05%

Rockefeller Capital Management L.P.

4.30K

Mar 31, 26

-1.90K

0.05%

Asset Allocation Strategies LLC

3.69K

Mar 31, 26

+3.69K

0.04%

Topsail Wealth Management, LLC

3.00K

Mar 31, 26

0.03%

CWM, LLC

2.47K

Mar 31, 26

+410

0.03%

Parallel Advisors, LLC

2.38K

Mar 31, 26

+2.38K

0.03%

JPMORGAN CHASE & CO

1.78K

Mar 31, 26

-19

0.02%

BANK OF MONTREAL /CAN/

1.55K

Mar 31, 26

+1.55K

0.02%

Synergy Investment Management, LLC

1.46K

Mar 31, 26

+1.46K

0.02%

NewEdge Advisors, LLC

1.31K

Mar 31, 26

0.02%

US BANCORP \DE\

1.00K

Mar 31, 26

0.01%

FMR LLC

558

Mar 31, 26

+129

0.01%

Western Wealth Management, LLC

475

Mar 31, 26

+475

0.01%

Smartleaf Asset Management LLC

431

Mar 31, 26

-43

0.01%

Annis Gardner Whiting Capital Advisors, LLC

350

Mar 31, 26

+350

0.00%

Sunbelt Securities, Inc.

223

Mar 31, 26

0.00%

Silicon Valley Capital Partners

142

Mar 31, 26

0.00%

AMERIFLEX GROUP, INC.

Mar 31, 26

-13

0.00%

Qube Research & Technologies Ltd

Mar 31, 26

+42

0.00%

StoneX Group Inc.

Mar 31, 26

-4.46K

Coppell Advisory Solutions LLC

Mar 31, 26

-61.88K

AMERIPRISE FINANCIAL INC

Mar 31, 26

-15.31K

Luminist Capital LLC

Mar 31, 26

-203

Tower Research Capital LLC (TRC)

Mar 31, 26

-2

Lloyd Advisory Services, LLC.

Mar 31, 26

-29

Global Retirement Partners, LLC

3.97K

Dec 31, 25

-99

0.05%

TUCKER ASSET MANAGEMENT LLC

3.12K

Dec 31, 25

-749

0.04%

ORG Partners LLC

3.00K

Dec 31, 25

+1.00K

0.03%

COMERICA BANK

2.67K

Dec 31, 25

-87

0.03%

CIBC Private Wealth Group, LLC

223

Dec 31, 25

0.00%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-114

AVANTAX ADVISORY SERVICES, INC.

49.95K

Jun 30, 25

-1.17K

0.58%

Atria Wealth Solutions, Inc.

Jun 30, 25

-20.40K

Orion Portfolio Solutions, LLC

30.83K

Mar 31, 25

-571

0.36%

SignalPoint Asset Management, LLC

22.41K

Dec 31, 24

-2.60K

0.26%

Private Portfolio Partners LLC

7.61K

Dec 31, 24

-91

0.09%

AlphaMark Advisors, LLC

390

Dec 31, 24

0.00%

Raymond James Financial Services Advisors, Inc.

71.97K

Sep 30, 24

-1.44K

0.84%

RAYMOND JAMES & ASSOCIATES

40.28K

Sep 30, 24

-697

0.47%

BENJAMIN F. EDWARDS & COMPANY, INC.

14.97K

Jun 30, 24

+732

0.17%

ICA Group Wealth Management, LLC

Jun 30, 24

-91

Coppell Advisory Solutions Corp.

75.53K

Mar 31, 24

+75.53K

0.88%

Cetera Advisors LLC

38.09K

Mar 31, 24

+24.73K

0.44%

Cetera Advisor Networks LLC

35.63K

Mar 31, 24

-2.04K

0.41%

S.C. Financial Services, Inc.

6.34K

Dec 31, 22

-4.55K

0.07%

Covington Capital Management

6.93K

Sep 30, 22

0.08%

American Portfolios Advisors

842

Sep 30, 22

+842

0.01%

HYA Advisors, Inc

7.11K

Jun 30, 22

+159

0.08%

Holloway Wealth Management, LLC

9.80K

Mar 31, 22

-1.11K

0.11%

NEXT Financial Group, Inc

Dec 31, 21

-1.68K

Ameritas Investment Company, LLC

6.31K

Sep 30, 21

+2.61K

0.07%

Vontobel Swiss Wealth Advisors AG

6.75K

Jun 30, 21

+750

0.08%

OLD MISSION CAPITAL, LLC

29.00K

Dec 31, 20

+29.00K

0.34%

Winslow, Evans & Crocker, Inc.

565

Dec 31, 20

+50

0.01%

First Allied Advisory Services, Inc.

54.96K

Sep 30, 20

-5.17K

0.64%

Advisor Group, Inc.

103.57K

Dec 31, 19

-5.01K

1.20%

LADENBURG THALMANN FINANCIAL SERVICES INC.

29.41K

Dec 31, 19

-3.56K

0.34%

BB&T SECURITIES, LLC

27.98K

Sep 30, 19

-4.03K

0.33%

Premia Global Advisors, LLC

Sep 30, 19

-10.50K

RELIANCE TRUST CO OF DELAWARE

30.18K

Mar 31, 19

+9.75K

0.35%

HL FINANCIAL SERVICES LLC

23.03K

Mar 31, 19

+3.94K

0.27%

Salient Private Client, LLC

14.10K

Sep 30, 18

0.16%

IFC Holdings Incorporated/FL

32.11K

Dec 31, 17

-56.99K

0.37%

BB&T INVESTMENT SERVICES, INC.

547

Dec 31, 17

+547

0.01%

NATIONAL PLANNING CORP

Dec 31, 17

-9.60K

Commonwealth Equity Services, Inc

74.91K

Jun 30, 17

+4.27K

0.87%

WFG Advisors, LP

4.72K

Jun 30, 17

-251

0.05%

Virtu KCG Holdings LLC

Jun 30, 17

-10.33K

MSI Financial Services Inc

9.77K

Dec 31, 16

-4.13K

0.11%

SOCIETE GENERALE

26.23K

Jun 30, 16

+26.23K

0.30%

MANAGED ACCOUNT ADVISORS LLC

Jun 30, 15

-23.36K

0.00%

Placemark Investments, Inc.

Dec 31, 14

-72.44K

UBS AG

1.38M

Sep 30, 14

-366.91K

16.08%