First Trust Mid Cap Growth Fund(FNY)

$105.55—

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First Trust Mid Cap Growth Fund(FNY)

NASDAQ

$105.55—

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FNY(FNY)

FNY

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

Institutional Ownership

Top 159 Institutional Holders

Holder	Shares	Date	Change	% Held
LPL Financial LLC	814.46K	Mar 31, 26	+87.71K	15.27%
WELLS FARGO & COMPANY/MN	602.08K	Mar 31, 26	+18.06K	11.29%
MORGAN STANLEY	410.77K	Mar 31, 26	+18.88K	7.70%
NewEdge Advisors, LLC	288.75K	Mar 31, 26	+9.10K	5.41%
RAYMOND JAMES FINANCIAL INC	203.12K	Mar 31, 26	+137.37K	3.81%
Cetera Investment Advisers	177.03K	Mar 31, 26	+84.35K	3.32%
WILEY BROS.-AINTREE CAPITAL, LLC	151.52K	Mar 31, 26	-4.35K	2.84%
Cambridge Investment Research Advisors, Inc.	135.21K	Mar 31, 26	+102.22K	2.54%
UBS Group AG	132.58K	Mar 31, 26	-6.03K	2.49%
ENVESTNET ASSET MANAGEMENT INC	108.81K	Mar 31, 26	+3.67K	2.04%
ADVISOR GROUP HOLDINGS, INC.	69.22K	Mar 31, 26	+10.85K	1.30%
ROYAL BANK OF CANADA	50.78K	Mar 31, 26	+413	0.95%
GOLDMAN SACHS GROUP INC	50.00K	Mar 31, 26	--	0.94%
Janney Montgomery Scott LLC	47.20K	Mar 31, 26	-4.12K	0.89%
Kingsview Wealth Management, LLC	41.81K	Mar 31, 26	-1.06K	0.78%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	40.23K	Mar 31, 26	-2.05K	0.75%
Kestra Advisory Services, LLC	38.77K	Mar 31, 26	-14.72K	0.73%
Private Advisor Group, LLC	38.63K	Mar 31, 26	-1.22K	0.72%
Wealth Management Partners, LLC	36.40K	Mar 31, 26	+435	0.68%
Steward Partners Investment Advisory, LLC	36.28K	Mar 31, 26	+5.90K	0.68%
KCM INVESTMENT ADVISORS LLC	35.80K	Mar 31, 26	-1.97K	0.67%
Anderson Financial Strategies, LLC	31.93K	Mar 31, 26	+31.93K	0.60%
Equitable Holdings, Inc.	25.85K	Mar 31, 26	+3.83K	0.48%
JONES FINANCIAL COMPANIES LLLP	23.26K	Mar 31, 26	+3.03K	0.44%
COMMONWEALTH EQUITY SERVICES, LLC	19.94K	Mar 31, 26	-3.38K	0.37%
CRUX WEALTH ADVISORS	19.00K	Mar 31, 26	+873	0.36%
Sylvest Advisors, LLC	18.79K	Mar 31, 26	+246	0.35%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	18.69K	Mar 31, 26	-9.31K	0.35%
Empirical Asset Management, LLC	17.95K	Mar 31, 26	-1.05K	0.34%
MTM Investment Management, LLC	17.59K	Mar 31, 26	-95	0.33%
D.A. DAVIDSON & CO.	16.89K	Mar 31, 26	+12.34K	0.32%
BARNES PETTEY FINANCIAL ADVISORS, LLC	14.24K	Mar 31, 26	+14.24K	0.27%
MERCER GLOBAL ADVISORS INC /ADV	11.59K	Mar 31, 26	+11.59K	0.22%
FIFTH THIRD BANCORP	11.43K	Mar 31, 26	+11.43K	0.21%
AssuredPartners Investment Advisors, LLC	11.24K	Mar 31, 26	--	0.21%
Stratos Wealth Partners, LTD.	10.49K	Mar 31, 26	+4.58K	0.20%
GTS SECURITIES LLC	9.80K	Mar 31, 26	-2.45K	0.18%
PCG Wealth Advisors, LLC	9.06K	Mar 31, 26	-540	0.17%
IFP Advisors, Inc	8.79K	Mar 31, 26	-152	0.16%
GREAT VALLEY ADVISOR GROUP, INC.	8.35K	Mar 31, 26	-132	0.16%
Baird Financial Group, Inc.	8.15K	Mar 31, 26	+151	0.15%
Pensionmark Financial Group, LLC	7.83K	Mar 31, 26	--	0.15%
Dominguez Wealth Management Solutions, Inc.	7.55K	Mar 31, 26	-227	0.14%
Purus Wealth Management, LLC	7.25K	Mar 31, 26	-23	0.14%
Stonebridge Financial Planning Group, LLC	7.17K	Mar 31, 26	-400	0.13%
ARS Wealth Advisors Group, LLC	7.04K	Mar 31, 26	--	0.13%
FOUNDERS FINANCIAL SECURITIES LLC	6.91K	Mar 31, 26	+534	0.13%
MML INVESTORS SERVICES, LLC	6.88K	Mar 31, 26	-724	0.13%
Gateway Wealth Partners, LLC	6.85K	Mar 31, 26	+3.54K	0.13%
TRANSCEND CAPITAL ADVISORS, LLC	6.85K	Mar 31, 26	-40	0.13%
Rockefeller Capital Management L.P.	6.78K	Mar 31, 26	+1.10K	0.13%
Geneos Wealth Management Inc.	6.63K	Mar 31, 26	+1.39K	0.12%
Sigma Planning Corp	6.44K	Mar 31, 26	-5	0.12%
Creative Planning	6.25K	Mar 31, 26	+7	0.12%
STIFEL FINANCIAL CORP	5.97K	Mar 31, 26	-9.49K	0.11%
BENJAMIN EDWARDS INC	5.78K	Mar 31, 26	-37.05K	0.11%
Pine Valley Investments Ltd Liability Co	5.77K	Mar 31, 26	+396	0.11%
Mariner, LLC	5.67K	Mar 31, 26	-104	0.11%
Cornerstone Wealth Management, LLC	5.67K	Mar 31, 26	--	0.11%
Proactive Wealth Strategies LLC	5.65K	Mar 31, 26	+2.70K	0.11%
Sanctuary Advisors, LLC	5.56K	Mar 31, 26	+201	0.10%
Beacon Pointe Advisors, LLC	5.50K	Mar 31, 26	+5.50K	0.10%
Element Wealth, LLC	4.86K	Mar 31, 26	-248	0.09%
BostonPremier Wealth LLC	4.64K	Mar 31, 26	--	0.09%
THRIVENT FINANCIAL FOR LUTHERANS	4.56K	Mar 31, 26	-85	0.09%
Keystone Wealth Services, LLC	4.20K	Mar 31, 26	--	0.08%
KEYBANK NATIONAL ASSOCIATION/OH	3.93K	Mar 31, 26	--	0.07%
HARBOUR INVESTMENTS, INC.	3.60K	Mar 31, 26	+500	0.07%
J.W. COLE ADVISORS, INC.	3.47K	Mar 31, 26	+501	0.07%
Independent Advisor Alliance	3.12K	Mar 31, 26	+3.12K	0.06%
PRIVATE TRUST CO NA	3.05K	Mar 31, 26	+548	0.06%
QUADRANT CAPITAL GROUP LLC	3.00K	Mar 31, 26	--	0.06%
PFG Investments, LLC	2.96K	Mar 31, 26	-240	0.06%
Sound Income Strategies, LLC	2.95K	Mar 31, 26	--	0.06%
TRUIST FINANCIAL CORP	2.88K	Mar 31, 26	+93	0.05%
Mutual Advisors, LLC	2.83K	Mar 31, 26	-4.09K	0.05%
Venture Visionary Partners LLC	2.80K	Mar 31, 26	--	0.05%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	2.76K	Mar 31, 26	+2.76K	0.05%
Advisor OS, LLC	2.65K	Mar 31, 26	+2.65K	0.05%
1776 Wealth LLC	2.64K	Mar 31, 26	--	0.05%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	2.63K	Mar 31, 26	-3.04K	0.05%
OPPENHEIMER & CO INC	2.60K	Mar 31, 26	--	0.05%
IHT Wealth Management, LLC	2.50K	Mar 31, 26	-53.29K	0.05%
Richmond Investment Services, LLC	2.46K	Mar 31, 26	-342	0.05%
Koshinski Asset Management, Inc.	2.24K	Mar 31, 26	--	0.04%
Ashton Thomas Private Wealth, LLC	2.19K	Mar 31, 26	-544	0.04%
Founders Financial Alliance, LLC	2.10K	Mar 31, 26	+2.10K	0.04%
JPMORGAN CHASE & CO	2.08K	Mar 31, 26	--	0.04%
CWM, LLC	1.58K	Mar 31, 26	--	0.03%
US BANCORP \DE\	1.20K	Mar 31, 26	-4.49K	0.02%
BlackRock, Inc.	1.20K	Mar 31, 26	--	0.02%
Tower Research Capital LLC (TRC)	1.14K	Mar 31, 26	+1.14K	0.02%
MPWM ADVISORY SOLUTIONS, LLC	965	Mar 31, 26	-89	0.02%
CoreCap Advisors, LLC	815	Mar 31, 26	-100	0.02%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	783	Mar 31, 26	+783	0.01%
Allworth Financial LP	743	Mar 31, 26	+183	0.01%
BANK OF MONTREAL /CAN/	629	Mar 31, 26	+629	0.01%
PNC FINANCIAL SERVICES GROUP, INC.	482	Mar 31, 26	--	0.01%
GAMMA Investing LLC	445	Mar 31, 26	--	0.01%
Western Wealth Management, LLC	420	Mar 31, 26	+420	0.01%
HHM Wealth Advisors, LLC	404	Mar 31, 26	--	0.01%
Golden State Equity Partners	310	Mar 31, 26	+310	0.01%
FMR LLC	148	Mar 31, 26	--	0.00%
FARMERS & MERCHANTS INVESTMENTS INC	137	Mar 31, 26	--	0.00%
Transamerica Financial Advisors, Inc.	127	Mar 31, 26	-13.83K	0.00%
Sunbelt Securities, Inc.	100	Mar 31, 26	--	0.00%
GABLES CAPITAL MANAGEMENT INC.	75	Mar 31, 26	--	0.00%
NBC SECURITIES, INC.	75	Mar 31, 26	--	0.00%
Caitlin John, LLC	71	Mar 31, 26	--	0.00%
Advisory Services Network, LLC	58	Mar 31, 26	+58	0.00%
UBS ASSET MANAGEMENT AMERICAS INC	39	Mar 31, 26	+39	0.00%
Parallel Advisors, LLC	28	Mar 31, 26	+28	0.00%
ASSETMARK, INC	28	Mar 31, 26	--	0.00%
Farther Finance Advisors, LLC	17	Mar 31, 26	--	0.00%
VANGUARD ADVISERS INC	10	Mar 31, 26	+10	0.00%
NEW WAVE WEALTH ADVISORS LLC	--	Mar 31, 26	-4.49K	--
FIRST TRUST ADVISORS LP	--	Mar 31, 26	-59.53K	--
CITADEL ADVISORS LLC	--	Mar 31, 26	-21.28K	--
Arete Wealth Advisors, LLC	--	Mar 31, 26	-2.65K	--
Pinnacle Wealth Planning Services, Inc.	--	Mar 31, 26	-463	--
Clear Point Advisors Inc.	--	Mar 31, 26	-4.44K	--
G&S Capital LLC	--	Mar 31, 26	-12.30K	--
Aptus Capital Advisors, LLC	--	Mar 31, 26	-27	--
TKG Advisors, LLC	--	Mar 31, 26	-3.04K	--
Darwin Wealth Management, LLC	--	Mar 31, 26	-8	--
Global Retirement Partners, LLC	22.32K	Dec 31, 25	-215	0.42%
COMERICA BANK	11.35K	Dec 31, 25	+573	0.21%
GPS Wealth Strategies Group, LLC	648	Dec 31, 25	--	0.01%
Brueske Advisory Services, LLC	12.30K	Sep 30, 25	-115	0.23%
SYNOVUS FINANCIAL CORP	10.78K	Sep 30, 25	-1.44K	0.20%
Financial Advocates Investment Management	--	Sep 30, 25	-3.35K	--
Atria Wealth Solutions, Inc.	8.85K	Jun 30, 25	-21.40K	0.17%
Monterey Private Wealth, Inc.	2.90K	Mar 31, 25	--	0.05%
Zions Bancorporation, N.A.	1.80K	Dec 31, 24	--	0.03%
Raymond James Financial Services Advisors, Inc.	110.81K	Sep 30, 24	-15.85K	2.08%
RAYMOND JAMES & ASSOCIATES	44.83K	Sep 30, 24	-1.15K	0.84%
Kowal Investment Group, LLC	3.34K	Sep 30, 24	+13	0.06%
BENJAMIN F. EDWARDS & COMPANY, INC.	26.08K	Jun 30, 24	-40.80K	0.49%
Cetera Advisors LLC	44.10K	Mar 31, 24	+44.10K	0.83%
Cetera Advisor Networks LLC	14.98K	Mar 31, 24	+4.26K	0.28%
Ahrens Investment Partners LLC	60	Mar 31, 23	+60	0.00%
Covington Capital Management	1.52K	Sep 30, 22	--	0.03%
American Portfolios Advisors	862	Sep 30, 22	+862	0.02%
MUFG Americas Holdings Corp	415	Sep 30, 22	--	0.01%
Titus Wealth Management	4.15K	Jun 30, 22	-450	0.08%
Holloway Wealth Management, LLC	20.17K	Mar 31, 22	-1.52K	0.38%
NEXT Financial Group, Inc	--	Dec 31, 21	-9.84K	--
Winslow, Evans & Crocker, Inc.	2.48K	Dec 31, 20	+710	0.05%
First Allied Advisory Services, Inc.	33.08K	Sep 30, 20	-4.70K	0.62%
NORTHSTAR WEALTH PARTNERS LLC	--	Sep 30, 20	-4.64K	--
LADENBURG THALMANN FINANCIAL SERVICES INC.	23.17K	Dec 31, 19	+1.05K	0.43%
Advisor Group, Inc.	18.80K	Dec 31, 19	-3.20K	0.35%
BB&T SECURITIES, LLC	18.18K	Sep 30, 19	+9.55K	0.34%
Commonwealth Equity Services, Inc	17.80K	Jun 30, 17	+1.54K	0.33%
WFG Advisors, LP	5.83K	Jun 30, 17	-99	0.11%
MSI Financial Services Inc	16.96K	Dec 31, 16	+5.83K	0.32%
MANAGED ACCOUNT ADVISORS LLC	704	Jun 30, 15	--	0.01%
UBS AG	56.59K	Sep 30, 14	+741	1.06%
TOWER TRUST Co	24.25K	Mar 31, 14	-365	0.45%

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Holder

Date

Change

% Held

LPL Financial LLC

814.46K

Mar 31, 26

+87.71K

15.27%

WELLS FARGO & COMPANY/MN

602.08K

Mar 31, 26

+18.06K

11.29%

MORGAN STANLEY

410.77K

Mar 31, 26

+18.88K

7.70%

NewEdge Advisors, LLC

288.75K

Mar 31, 26

+9.10K

5.41%

RAYMOND JAMES FINANCIAL INC

203.12K

Mar 31, 26

+137.37K

3.81%

Cetera Investment Advisers

177.03K

Mar 31, 26

+84.35K

3.32%

WILEY BROS.-AINTREE CAPITAL, LLC

151.52K

Mar 31, 26

-4.35K

2.84%

Cambridge Investment Research Advisors, Inc.

135.21K

Mar 31, 26

+102.22K

2.54%

UBS Group AG

132.58K

Mar 31, 26

-6.03K

2.49%

ENVESTNET ASSET MANAGEMENT INC

108.81K

Mar 31, 26

+3.67K

2.04%

ADVISOR GROUP HOLDINGS, INC.

69.22K

Mar 31, 26

+10.85K

1.30%

ROYAL BANK OF CANADA

50.78K

Mar 31, 26

+413

0.95%

GOLDMAN SACHS GROUP INC

50.00K

Mar 31, 26

0.94%

Janney Montgomery Scott LLC

47.20K

Mar 31, 26

-4.12K

0.89%

Kingsview Wealth Management, LLC

41.81K

Mar 31, 26

-1.06K

0.78%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

40.23K

Mar 31, 26

-2.05K

0.75%

Kestra Advisory Services, LLC

38.77K

Mar 31, 26

-14.72K

0.73%

Private Advisor Group, LLC

38.63K

Mar 31, 26

-1.22K

0.72%

Wealth Management Partners, LLC

36.40K

Mar 31, 26

+435

0.68%

Steward Partners Investment Advisory, LLC

36.28K

Mar 31, 26

+5.90K

0.68%

KCM INVESTMENT ADVISORS LLC

35.80K

Mar 31, 26

-1.97K

0.67%

Anderson Financial Strategies, LLC

31.93K

Mar 31, 26

+31.93K

0.60%

Equitable Holdings, Inc.

25.85K

Mar 31, 26

+3.83K

0.48%

JONES FINANCIAL COMPANIES LLLP

23.26K

Mar 31, 26

+3.03K

0.44%

COMMONWEALTH EQUITY SERVICES, LLC

19.94K

Mar 31, 26

-3.38K

0.37%

CRUX WEALTH ADVISORS

19.00K

Mar 31, 26

+873

0.36%

Sylvest Advisors, LLC

18.79K

Mar 31, 26

+246

0.35%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

18.69K

Mar 31, 26

-9.31K

0.35%

Empirical Asset Management, LLC

17.95K

Mar 31, 26

-1.05K

0.34%

MTM Investment Management, LLC

17.59K

Mar 31, 26

-95

0.33%

D.A. DAVIDSON & CO.

16.89K

Mar 31, 26

+12.34K

0.32%

BARNES PETTEY FINANCIAL ADVISORS, LLC

14.24K

Mar 31, 26

+14.24K

0.27%

MERCER GLOBAL ADVISORS INC /ADV

11.59K

Mar 31, 26

+11.59K

0.22%

FIFTH THIRD BANCORP

11.43K

Mar 31, 26

+11.43K

0.21%

AssuredPartners Investment Advisors, LLC

11.24K

Mar 31, 26

0.21%

Stratos Wealth Partners, LTD.

10.49K

Mar 31, 26

+4.58K

0.20%

GTS SECURITIES LLC

9.80K

Mar 31, 26

-2.45K

0.18%

PCG Wealth Advisors, LLC

9.06K

Mar 31, 26

-540

0.17%

IFP Advisors, Inc

8.79K

Mar 31, 26

-152

0.16%

GREAT VALLEY ADVISOR GROUP, INC.

8.35K

Mar 31, 26

-132

0.16%

Baird Financial Group, Inc.

8.15K

Mar 31, 26

+151

0.15%

Pensionmark Financial Group, LLC

7.83K

Mar 31, 26

0.15%

Dominguez Wealth Management Solutions, Inc.

7.55K

Mar 31, 26

-227

0.14%

Purus Wealth Management, LLC

7.25K

Mar 31, 26

-23

0.14%

Stonebridge Financial Planning Group, LLC

7.17K

Mar 31, 26

-400

0.13%

ARS Wealth Advisors Group, LLC

7.04K

Mar 31, 26

0.13%

FOUNDERS FINANCIAL SECURITIES LLC

6.91K

Mar 31, 26

+534

0.13%

MML INVESTORS SERVICES, LLC

6.88K

Mar 31, 26

-724

0.13%

Gateway Wealth Partners, LLC

6.85K

Mar 31, 26

+3.54K

0.13%

TRANSCEND CAPITAL ADVISORS, LLC

6.85K

Mar 31, 26

-40

0.13%

Rockefeller Capital Management L.P.

6.78K

Mar 31, 26

+1.10K

0.13%

Geneos Wealth Management Inc.

6.63K

Mar 31, 26

+1.39K

0.12%

Sigma Planning Corp

6.44K

Mar 31, 26

-5

0.12%

Creative Planning

6.25K

Mar 31, 26

0.12%

STIFEL FINANCIAL CORP

5.97K

Mar 31, 26

-9.49K

0.11%

BENJAMIN EDWARDS INC

5.78K

Mar 31, 26

-37.05K

0.11%

Pine Valley Investments Ltd Liability Co

5.77K

Mar 31, 26

+396

0.11%

Mariner, LLC

5.67K

Mar 31, 26

-104

0.11%

Cornerstone Wealth Management, LLC

5.67K

Mar 31, 26

0.11%

Proactive Wealth Strategies LLC

5.65K

Mar 31, 26

+2.70K

0.11%

Sanctuary Advisors, LLC

5.56K

Mar 31, 26

+201

0.10%

Beacon Pointe Advisors, LLC

5.50K

Mar 31, 26

+5.50K

0.10%

Element Wealth, LLC

4.86K

Mar 31, 26

-248

0.09%

BostonPremier Wealth LLC

4.64K

Mar 31, 26

0.09%

THRIVENT FINANCIAL FOR LUTHERANS

4.56K

Mar 31, 26

-85

0.09%

Keystone Wealth Services, LLC

4.20K

Mar 31, 26

0.08%

KEYBANK NATIONAL ASSOCIATION/OH

3.93K

Mar 31, 26

0.07%

HARBOUR INVESTMENTS, INC.

3.60K

Mar 31, 26

+500

0.07%

J.W. COLE ADVISORS, INC.

3.47K

Mar 31, 26

+501

0.07%

Independent Advisor Alliance

3.12K

Mar 31, 26

+3.12K

0.06%

PRIVATE TRUST CO NA

3.05K

Mar 31, 26

+548

0.06%

QUADRANT CAPITAL GROUP LLC

3.00K

Mar 31, 26

0.06%

PFG Investments, LLC

2.96K

Mar 31, 26

-240

0.06%

Sound Income Strategies, LLC

2.95K

Mar 31, 26

0.06%

TRUIST FINANCIAL CORP

2.88K

Mar 31, 26

+93

0.05%

Mutual Advisors, LLC

2.83K

Mar 31, 26

-4.09K

0.05%

Venture Visionary Partners LLC

2.80K

Mar 31, 26

0.05%

C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

2.76K

Mar 31, 26

+2.76K

0.05%

Advisor OS, LLC

2.65K

Mar 31, 26

+2.65K

0.05%

1776 Wealth LLC

2.64K

Mar 31, 26

0.05%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

2.63K

Mar 31, 26

-3.04K

0.05%

OPPENHEIMER & CO INC

2.60K

Mar 31, 26

0.05%

IHT Wealth Management, LLC

2.50K

Mar 31, 26

-53.29K

0.05%

Richmond Investment Services, LLC

2.46K

Mar 31, 26

-342

0.05%

Koshinski Asset Management, Inc.

2.24K

Mar 31, 26

0.04%

Ashton Thomas Private Wealth, LLC

2.19K

Mar 31, 26

-544

0.04%

Founders Financial Alliance, LLC

2.10K

Mar 31, 26

+2.10K

0.04%

JPMORGAN CHASE & CO

2.08K

Mar 31, 26

0.04%

CWM, LLC

1.58K

Mar 31, 26

0.03%

US BANCORP \DE\

1.20K

Mar 31, 26

-4.49K

0.02%

BlackRock, Inc.

1.20K

Mar 31, 26

0.02%

Tower Research Capital LLC (TRC)

1.14K

Mar 31, 26

+1.14K

0.02%

MPWM ADVISORY SOLUTIONS, LLC

965

Mar 31, 26

-89

0.02%

CoreCap Advisors, LLC

815

Mar 31, 26

-100

0.02%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

783

Mar 31, 26

+783

0.01%

Allworth Financial LP

743

Mar 31, 26

+183

0.01%

BANK OF MONTREAL /CAN/

629

Mar 31, 26

+629

0.01%

PNC FINANCIAL SERVICES GROUP, INC.

482

Mar 31, 26

0.01%

GAMMA Investing LLC

445

Mar 31, 26

0.01%

Western Wealth Management, LLC

420

Mar 31, 26

+420

0.01%

HHM Wealth Advisors, LLC

404

Mar 31, 26

0.01%

Golden State Equity Partners

310

Mar 31, 26

+310

0.01%

FMR LLC

148

Mar 31, 26

0.00%

FARMERS & MERCHANTS INVESTMENTS INC

137

Mar 31, 26

0.00%

Transamerica Financial Advisors, Inc.

127

Mar 31, 26

-13.83K

0.00%

Sunbelt Securities, Inc.

100

Mar 31, 26

0.00%

GABLES CAPITAL MANAGEMENT INC.

Mar 31, 26

0.00%

NBC SECURITIES, INC.

Mar 31, 26

0.00%

Caitlin John, LLC

Mar 31, 26

0.00%

Advisory Services Network, LLC

Mar 31, 26

+58

0.00%

UBS ASSET MANAGEMENT AMERICAS INC

Mar 31, 26

+39

0.00%

Parallel Advisors, LLC

Mar 31, 26

+28

0.00%

ASSETMARK, INC

Mar 31, 26

0.00%

Farther Finance Advisors, LLC

Mar 31, 26

0.00%

VANGUARD ADVISERS INC

Mar 31, 26

+10

0.00%

NEW WAVE WEALTH ADVISORS LLC

Mar 31, 26

-4.49K

FIRST TRUST ADVISORS LP

Mar 31, 26

-59.53K

CITADEL ADVISORS LLC

Mar 31, 26

-21.28K

Arete Wealth Advisors, LLC

Mar 31, 26

-2.65K

Pinnacle Wealth Planning Services, Inc.

Mar 31, 26

-463

Clear Point Advisors Inc.

Mar 31, 26

-4.44K

G&S Capital LLC

Mar 31, 26

-12.30K

Aptus Capital Advisors, LLC

Mar 31, 26

-27

TKG Advisors, LLC

Mar 31, 26

-3.04K

Darwin Wealth Management, LLC

Mar 31, 26

-8

Global Retirement Partners, LLC

22.32K

Dec 31, 25

-215

0.42%

COMERICA BANK

11.35K

Dec 31, 25

+573

0.21%

GPS Wealth Strategies Group, LLC

648

Dec 31, 25

0.01%

Brueske Advisory Services, LLC

12.30K

Sep 30, 25

-115

0.23%

SYNOVUS FINANCIAL CORP

10.78K

Sep 30, 25

-1.44K

0.20%

Financial Advocates Investment Management

Sep 30, 25

-3.35K

Atria Wealth Solutions, Inc.

8.85K

Jun 30, 25

-21.40K

0.17%

Monterey Private Wealth, Inc.

2.90K

Mar 31, 25

0.05%

Zions Bancorporation, N.A.

1.80K

Dec 31, 24

0.03%

Raymond James Financial Services Advisors, Inc.

110.81K

Sep 30, 24

-15.85K

2.08%

RAYMOND JAMES & ASSOCIATES

44.83K

Sep 30, 24

-1.15K

0.84%

Kowal Investment Group, LLC

3.34K

Sep 30, 24

+13

0.06%

BENJAMIN F. EDWARDS & COMPANY, INC.

26.08K

Jun 30, 24

-40.80K

0.49%

Cetera Advisors LLC

44.10K

Mar 31, 24

+44.10K

0.83%

Cetera Advisor Networks LLC

14.98K

Mar 31, 24

+4.26K

0.28%

Ahrens Investment Partners LLC

Mar 31, 23

+60

0.00%

Covington Capital Management

1.52K

Sep 30, 22

0.03%

American Portfolios Advisors

862

Sep 30, 22

+862

0.02%

MUFG Americas Holdings Corp

415

Sep 30, 22

0.01%

Titus Wealth Management

4.15K

Jun 30, 22

-450

0.08%

Holloway Wealth Management, LLC

20.17K

Mar 31, 22

-1.52K

0.38%

NEXT Financial Group, Inc

Dec 31, 21

-9.84K

Winslow, Evans & Crocker, Inc.

2.48K

Dec 31, 20

+710

0.05%

First Allied Advisory Services, Inc.

33.08K

Sep 30, 20

-4.70K

0.62%

NORTHSTAR WEALTH PARTNERS LLC

Sep 30, 20

-4.64K

LADENBURG THALMANN FINANCIAL SERVICES INC.

23.17K

Dec 31, 19

+1.05K

0.43%

Advisor Group, Inc.

18.80K

Dec 31, 19

-3.20K

0.35%

BB&T SECURITIES, LLC

18.18K

Sep 30, 19

+9.55K

0.34%

Commonwealth Equity Services, Inc

17.80K

Jun 30, 17

+1.54K

0.33%

WFG Advisors, LP

5.83K

Jun 30, 17

-99

0.11%

MSI Financial Services Inc

16.96K

Dec 31, 16

+5.83K

0.32%

MANAGED ACCOUNT ADVISORS LLC

704

Jun 30, 15

0.01%

UBS AG

56.59K

Sep 30, 14

+741

1.06%

TOWER TRUST Co

24.25K

Mar 31, 14

-365

0.45%