First Trust Global Tactical Commodity Strategy Fund(FTGC)

$29.38—

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First Trust Global Tactical Commodity Strategy Fund(FTGC)

NASDAQ

$29.38—

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FTGC(FTGC)

FTGC

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

Institutional Ownership

Top 185 Institutional Holders

Holder	Shares	Date	Change	% Held
WIN ADVISORS, INC	--	Jun 30, 26	-127.60K	--
Belpointe Asset Management LLC	--	Jun 30, 26	-20.74K	--
NORTHWEST WEALTH MANAGEMENT, LLC	--	Jun 30, 26	-9.74K	--
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	--	Jun 30, 26	-9.28K	--
Lunt Capital Management, Inc.	--	Jun 30, 26	-23.07K	--
Clear Creek Financial Management, LLC	--	Jun 30, 26	-161.65K	--
STEPHENS INC /AR/	--	Jun 30, 26	-29.30K	--
Signal Advisors Wealth, LLC	--	Jun 30, 26	-7.65K	--
Strategic Financial Concepts, LLC	--	Jun 30, 26	-14.99K	--
Choice Wealth Advisors, LLC	--	Jun 30, 26	-291.76K	--
Key FInancial Inc	--	Jun 30, 26	-1.59K	--
FSM Wealth Advisors, LLC	--	Jun 30, 26	-8.00K	--
EVOLUTION WEALTH MANAGEMENT INC.	--	Jun 30, 26	-72	--
Atria Investments, Inc	--	Jun 30, 26	-8.76K	--
Buckingham Strategic Partners	--	Jun 30, 26	-9.74K	--
CLEAR INVESTMENT RESEARCH, LLC	--	Jun 30, 26	-181	--
Quadrature Capital Ltd	--	Jun 30, 26	-118.38K	--
Moment Partners, LLC	--	Jun 30, 26	-84.60K	--
DAVENPORT & Co LLC	--	Jun 30, 26	-48.53K	--
CALTON & ASSOCIATES, INC.	--	Jun 30, 26	-12.11K	--
Advisors Preferred, LLC	--	Jun 30, 26	-2.55K	--
TOTH FINANCIAL ADVISORY CORP	--	Jun 30, 26	-43	--
NewSquare Capital LLC	--	Jun 30, 26	-285.88K	--
Core Wealth Partners LLC	--	Jun 30, 26	-7.18K	--
PFS Partners, LLC	--	Jun 30, 26	-304	--
Cornerstone Wealth Management, LLC	--	Jun 30, 26	-7.88K	--
Clark Capital Management Group, Inc.	--	Jun 30, 26	-7.11K	--
Merkkuri Wealth Advisors LLC	--	Jun 30, 26	-3.50K	--
SigFig Wealth Management, LLC	--	Jun 30, 26	-7.72K	--
BRIGHT FINANCIAL ADVISORS, INC.	--	Jun 30, 26	-7.21K	--
WELLS FARGO & COMPANY/MN	21.83M	Mar 31, 26	+298.62K	23.34%
MORGAN STANLEY	10.53M	Mar 31, 26	+584.40K	11.26%
ROYAL BANK OF CANADA	1.57M	Mar 31, 26	+148.10K	1.68%
UBS Group AG	1.45M	Mar 31, 26	+74.81K	1.55%
STOCK YARDS BANK & TRUST CO	1.33M	Mar 31, 26	+389.09K	1.42%
RAYMOND JAMES FINANCIAL INC	1.08M	Mar 31, 26	+201.82K	1.15%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	721.25K	Mar 31, 26	-26.59K	0.77%
WILEY BROS.-AINTREE CAPITAL, LLC	717.31K	Mar 31, 26	+18.39K	0.77%
ADVISOR GROUP HOLDINGS, INC.	572.75K	Mar 31, 26	+60.68K	0.61%
HFG Wealth Management, LLC	493.10K	Mar 31, 26	-21.10K	0.53%
Cetera Investment Advisers	472.31K	Mar 31, 26	+46.25K	0.51%
Capital Asset Advisory Services LLC	345.48K	Mar 31, 26	+32.49K	0.37%
Summit Financial, LLC	320.15K	Mar 31, 26	+218.09K	0.34%
NewEdge Advisors, LLC	262.81K	Mar 31, 26	+53.51K	0.28%
CWM, LLC	193.20K	Mar 31, 26	+47.10K	0.21%
Baird Financial Group, Inc.	188.97K	Mar 31, 26	+120.37K	0.20%
Integrated Wealth Concepts LLC	147.78K	Mar 31, 26	+147.78K	0.16%
GUARDIAN WEALTH ADVISORS, LLC / NC	144.97K	Mar 31, 26	+11.24K	0.16%
Equitable Holdings, Inc.	98.50K	Mar 31, 26	+23.46K	0.11%
Ameritas Advisory Services, LLC	96.50K	Mar 31, 26	+8.34K	0.10%
Beacon Pointe Advisors, LLC	84.17K	Mar 31, 26	-19.49K	0.09%
Mutual Advisors, LLC	82.09K	Mar 31, 26	+34.42K	0.09%
Brinker Capital Investments, LLC	76.62K	Mar 31, 26	-3.54K	0.08%
BANK OF AMERICA CORP /DE/	71.71K	Mar 31, 26	+5.25K	0.08%
Western Wealth Management, LLC	70.57K	Mar 31, 26	+1.07K	0.08%
Copia Wealth Management	52.75K	Mar 31, 26	+27.35K	0.06%
CAPTRUST FINANCIAL ADVISORS	48.69K	Mar 31, 26	+4.75K	0.05%
RENAISSANCE TECHNOLOGIES LLC	48.60K	Mar 31, 26	+11.50K	0.05%
MAGNOLIA CAPITAL ADVISORS LLC	43.59K	Mar 31, 26	+43.59K	0.05%
Mount Yale Investment Advisors, LLC	42.95K	Mar 31, 26	-8.83K	0.05%
Vestmark Advisory Solutions, Inc.	42.94K	Mar 31, 26	-8.84K	0.05%
Traction Financial Partners, LLC	36.80K	Mar 31, 26	+36.80K	0.04%
CreativeOne Wealth, LLC	35.52K	Mar 31, 26	+5.70K	0.04%
Steward Partners Investment Advisory, LLC	34.13K	Mar 31, 26	+2.07K	0.04%
Concorde Asset Management, LLC	28.92K	Mar 31, 26	+1.49K	0.03%
CITADEL ADVISORS LLC	24.05K	Mar 31, 26	+24.05K	0.03%
OSTERWEIS CAPITAL MANAGEMENT INC	23.88K	Mar 31, 26	-4.00K	0.03%
Harvest Investment Services, LLC	23.87K	Mar 31, 26	+307	0.03%
Asset Allocation Strategies LLC	22.04K	Mar 31, 26	-494	0.02%
Jaffetilchin Investment Partners, LLC	19.98K	Mar 31, 26	+2.87K	0.02%
Mariner, LLC	19.27K	Mar 31, 26	+19.27K	0.02%
Advisory Services Network, LLC	17.55K	Mar 31, 26	-1.25K	0.02%
Snowden Capital Advisors LLC	16.57K	Mar 31, 26	--	0.02%
CENTAURUS FINANCIAL, INC.	12.01K	Mar 31, 26	+1.73K	0.01%
Creative Planning	11.85K	Mar 31, 26	+106	0.01%
MERCER GLOBAL ADVISORS INC /ADV	11.70K	Mar 31, 26	+2.98K	0.01%
COLDSTREAM CAPITAL MANAGEMENT INC	10.30K	Mar 31, 26	-1.64K	0.01%
Sunbelt Securities, Inc.	10.08K	Mar 31, 26	+7.37K	0.01%
IHT Wealth Management, LLC	9.72K	Mar 31, 26	-7.39K	0.01%
Visionary Wealth Advisors	8.80K	Mar 31, 26	-82	0.01%
Rockefeller Capital Management L.P.	8.55K	Mar 31, 26	-920	0.01%
HANCOCK WHITNEY CORP	8.16K	Mar 31, 26	+8.16K	0.01%
AMERIFLEX GROUP, INC.	3.34K	Mar 31, 26	+206	0.00%
United Community Bank	2.83K	Mar 31, 26	+2.83K	0.00%
GILL CAPITAL PARTNERS, LLC	2.01K	Mar 31, 26	+2.01K	0.00%
BROWN BROTHERS HARRIMAN & CO	1.27K	Mar 31, 26	+784	0.00%
Newbridge Financial Services Group, Inc.	1.14K	Mar 31, 26	-1.09K	0.00%
Ancora Advisors, LLC	821	Mar 31, 26	+821	0.00%
US BANCORP \DE\	417	Mar 31, 26	-222	0.00%
HUNTINGTON NATIONAL BANK	397	Mar 31, 26	+397	0.00%
Larson Financial Group LLC	190	Mar 31, 26	+3	0.00%
Legacy Wealth Managment, LLC/ID	116	Mar 31, 26	+116	0.00%
MARSHALL INVESTMENT MANAGEMENT, LLC	93	Mar 31, 26	+93	0.00%
RESOURCES MANAGEMENT CORP /CT/ /ADV	33	Mar 31, 26	--	0.00%
Transamerica Financial Advisors, Inc.	26	Mar 31, 26	--	0.00%
UBS ASSET MANAGEMENT AMERICAS INC	10	Mar 31, 26	+1	0.00%
BNP PARIBAS ARBITRAGE, SNC	10	Mar 31, 26	-65	0.00%
MAI Capital Management	--	Mar 31, 26	-66	--
Coppell Advisory Solutions LLC	--	Mar 31, 26	-86.71K	--
Qube Research & Technologies Ltd	--	Mar 31, 26	-22.76K	--
JONES FINANCIAL COMPANIES LLLP	--	Mar 31, 26	-22	--
COMERICA BANK	55.59K	Dec 31, 25	-10.56K	0.06%
TUCKER ASSET MANAGEMENT LLC	222	Dec 31, 25	+222	0.00%
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-32.96K	--
Fortress Wealth Management, Inc.	267.52K	Sep 30, 25	-21.79K	0.29%
Waverton Investment Management Ltd	212.78K	Sep 30, 25	-1.95K	0.23%
AllSquare Wealth Management LLC	141.03K	Sep 30, 25	-1.02K	0.15%
Guerra Advisors Inc	5.11K	Sep 30, 25	+5.11K	0.01%
Abich Financial Wealth Management LLC	319	Sep 30, 25	+319	0.00%
Financial Advocates Investment Management	--	Sep 30, 25	-34.37K	--
L.M. KOHN & COMPANY	--	Sep 30, 25	-33.00K	--
Congress Wealth Management LLC / DE /	807.53K	Jun 30, 25	+807.53K	0.86%
AVANTAX ADVISORY SERVICES, INC.	67.21K	Jun 30, 25	+472	0.07%
Atria Wealth Solutions, Inc.	48.84K	Jun 30, 25	-55.93K	0.05%
Tyler-Stone Wealth Management	9.14K	Jun 30, 25	--	0.01%
First Horizon Advisors, Inc.	3.32K	Jun 30, 25	+1.28K	0.00%
Wolf Group Capital Advisors	396.18K	Mar 31, 25	+136.75K	0.42%
Orion Portfolio Solutions, LLC	97.81K	Mar 31, 25	-14.56K	0.10%
Cutter & CO Brokerage, Inc.	8.27K	Mar 31, 25	+8.27K	0.01%
TAP Consulting, LLC	228.59K	Dec 31, 24	-11.03K	0.24%
AlphaMark Advisors, LLC	1.34K	Dec 31, 24	+1.16K	0.00%
Sanctuary Wealth Management, L.L.C.	688	Dec 31, 24	-266	0.00%
Householder Group Estate & Retirement Specialist, LLC	--	Dec 31, 24	-4.46K	--
Raymond James Financial Services Advisors, Inc.	493.34K	Sep 30, 24	-35.64K	0.53%
RAYMOND JAMES & ASSOCIATES	251.21K	Sep 30, 24	-82.78K	0.27%
Bridge Advisory, LLC	95.50K	Sep 30, 24	+527	0.10%
RAYMOND JAMES TRUST N.A.	28.37K	Sep 30, 24	--	0.03%
Axiom Advisory, LLC	14.27K	Sep 30, 24	+316	0.02%
Vantage Financial Partners Ltd., Inc.	246.39K	Jun 30, 24	+246.39K	0.26%
BENJAMIN F. EDWARDS & COMPANY, INC.	13.90K	Jun 30, 24	+3.00K	0.01%
ICA Group Wealth Management, LLC	--	Jun 30, 24	-1.57K	--
Cetera Advisors LLC	277.93K	Mar 31, 24	+191.84K	0.30%
Cetera Advisor Networks LLC	227.56K	Mar 31, 24	-94.98K	0.24%
KLR INVESTMENT ADVISORS, LLC	185.08K	Mar 31, 24	+27.49K	0.20%
WEALTHSOURCE PARTNERS, LLC	99.90K	Dec 31, 23	-29.27K	0.11%
FOCUS FINANCIAL NETWORK INC /ADV	42.40K	Dec 31, 23	+42.40K	0.05%
COMERICA SECURITIES,INC.	237.96K	Sep 30, 23	+4.31K	0.25%
Andesa Financial Management Inc.	247.18K	Mar 31, 23	+102.11K	0.26%
Quantitative Advantage, LLC	92.11K	Mar 31, 23	-8.62K	0.10%
HighTower Trust Company, N.A.	32.18K	Mar 31, 23	+1.07K	0.03%
Catalyst Wealth Management, LLC	17.28K	Mar 31, 23	+3	0.02%
Clear Perspectives Financial Planning, LLC	--	Mar 31, 23	-204.59K	--
Laurel Wealth Advisors, Inc.	268.15K	Dec 31, 22	-187.96K	0.29%
Bickling Financial Services, Inc.	51.95K	Dec 31, 22	+2.68K	0.06%
S.C. Financial Services, Inc.	22.69K	Dec 31, 22	-4.32K	0.02%
Integrity Advisory, LLC	19.84K	Dec 31, 22	-458	0.02%
Karp Capital Management Corp	636.32K	Sep 30, 22	-242.46K	0.68%
MORGAN JESS S & CO INC	180.90K	Sep 30, 22	-3.95K	0.19%
MARINER INDEPENDENT ADVISOR NETWORK, LLC	113.97K	Sep 30, 22	-13.45K	0.12%
American Portfolios Advisors	86.05K	Sep 30, 22	+6.02K	0.09%
LFS ASSET MANAGEMENT	24.89K	Sep 30, 22	-9.07K	0.03%
WIPFLI FINANCIAL ADVISORS LLC,	3.63K	Sep 30, 22	+3.63K	0.00%
Covington Capital Management	1.05K	Sep 30, 22	-742	0.00%
Beaumont Financial Partners, LLC	--	Sep 30, 22	-469.42K	--
ACG Wealth	--	Sep 30, 22	-54.32K	--
Pinnacle Private Wealth, LLC	79.50K	Jun 30, 22	+1.94K	0.09%
B. Riley Wealth Management, Inc.	13.77K	Jun 30, 22	+13.77K	0.01%
Holloway Wealth Management, LLC	102.41K	Mar 31, 22	+102.41K	0.11%
Permit Capital Advisors, LLC	1.00K	Mar 31, 22	+1.00K	0.00%
Investors Financial Group, LLC	22.29K	Dec 31, 21	-126	0.02%
NEXT Financial Group, Inc	5.63K	Dec 31, 21	+491	0.01%
Landsberg, Bennett, & Dubbaneh LLC	130.69K	Sep 30, 21	+130.69K	0.14%
Ameritas Investment Company, LLC	59.18K	Sep 30, 21	+31.87K	0.06%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV	27.32K	Sep 30, 21	-8.31K	0.03%
OLD MISSION CAPITAL, LLC	30.21K	Dec 31, 20	+30.21K	0.03%
First Allied Advisory Services, Inc.	14.48K	Sep 30, 20	-186	0.02%
Watson Rebecca	--	Sep 30, 20	-350	--
Global Financial Private Capital, Inc	--	Jun 30, 20	-46	--
LADENBURG THALMANN FINANCIAL SERVICES INC.	30.91K	Dec 31, 19	-14.55K	0.03%
Advisor Group, Inc.	26.86K	Dec 31, 19	-6.80K	0.03%
RELIANCE TRUST CO OF DELAWARE	32.99K	Mar 31, 19	+4.45K	0.04%
Sterling Global Strategies LLC	--	Mar 31, 19	-150	--
COMERICA SECURITIES INC	204.15K	Dec 31, 18	-1.84K	0.22%
HAYS ADVISORY LLC	--	Sep 30, 18	-564.41K	--
SII INVESTMENTS INC/WI	382.73K	Dec 31, 17	+382.73K	0.41%
BB&T INVESTMENT SERVICES, INC.	103	Dec 31, 17	--	0.00%
Virtu KCG Holdings LLC	46.22K	Jun 30, 17	+27.31K	0.05%
WFG Advisors, LP	20.69K	Jun 30, 17	+2.75K	0.02%
Efficient Market Advisors, LLC	--	Mar 31, 17	-14.42K	--
MSI Financial Services Inc	10.24K	Dec 31, 16	-243	0.01%
Gupta Wealth Management LLC	85.79K	Mar 31, 16	-22.16K	0.09%
CURIAN CAPITAL LLC	64.62K	Dec 31, 15	-123.26K	0.07%
MANAGED ACCOUNT ADVISORS LLC	414	Jun 30, 15	+64	0.00%
STERNE AGEE GROUP, INC.	15.64K	Mar 31, 15	-233	0.02%
UBS AG	310.33K	Sep 30, 14	+310.33K	0.33%

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Holder

Date

Change

% Held

WIN ADVISORS, INC

Jun 30, 26

-127.60K

Belpointe Asset Management LLC

Jun 30, 26

-20.74K

NORTHWEST WEALTH MANAGEMENT, LLC

Jun 30, 26

-9.74K

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

Jun 30, 26

-9.28K

Lunt Capital Management, Inc.

Jun 30, 26

-23.07K

Clear Creek Financial Management, LLC

Jun 30, 26

-161.65K

STEPHENS INC /AR/

Jun 30, 26

-29.30K

Signal Advisors Wealth, LLC

Jun 30, 26

-7.65K

Strategic Financial Concepts, LLC

Jun 30, 26

-14.99K

Choice Wealth Advisors, LLC

Jun 30, 26

-291.76K

Key FInancial Inc

Jun 30, 26

-1.59K

FSM Wealth Advisors, LLC

Jun 30, 26

-8.00K

EVOLUTION WEALTH MANAGEMENT INC.

Jun 30, 26

-72

Atria Investments, Inc

Jun 30, 26

-8.76K

Buckingham Strategic Partners

Jun 30, 26

-9.74K

CLEAR INVESTMENT RESEARCH, LLC

Jun 30, 26

-181

Quadrature Capital Ltd

Jun 30, 26

-118.38K

Moment Partners, LLC

Jun 30, 26

-84.60K

DAVENPORT & Co LLC

Jun 30, 26

-48.53K

CALTON & ASSOCIATES, INC.

Jun 30, 26

-12.11K

Advisors Preferred, LLC

Jun 30, 26

-2.55K

TOTH FINANCIAL ADVISORY CORP

Jun 30, 26

-43

NewSquare Capital LLC

Jun 30, 26

-285.88K

Core Wealth Partners LLC

Jun 30, 26

-7.18K

PFS Partners, LLC

Jun 30, 26

-304

Cornerstone Wealth Management, LLC

Jun 30, 26

-7.88K

Clark Capital Management Group, Inc.

Jun 30, 26

-7.11K

Merkkuri Wealth Advisors LLC

Jun 30, 26

-3.50K

SigFig Wealth Management, LLC

Jun 30, 26

-7.72K

BRIGHT FINANCIAL ADVISORS, INC.

Jun 30, 26

-7.21K

WELLS FARGO & COMPANY/MN

21.83M

Mar 31, 26

+298.62K

23.34%

MORGAN STANLEY

10.53M

Mar 31, 26

+584.40K

11.26%

ROYAL BANK OF CANADA

1.57M

Mar 31, 26

+148.10K

1.68%

UBS Group AG

1.45M

Mar 31, 26

+74.81K

1.55%

STOCK YARDS BANK & TRUST CO

1.33M

Mar 31, 26

+389.09K

1.42%

RAYMOND JAMES FINANCIAL INC

1.08M

Mar 31, 26

+201.82K

1.15%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

721.25K

Mar 31, 26

-26.59K

0.77%

WILEY BROS.-AINTREE CAPITAL, LLC

717.31K

Mar 31, 26

+18.39K

0.77%

ADVISOR GROUP HOLDINGS, INC.

572.75K

Mar 31, 26

+60.68K

0.61%

HFG Wealth Management, LLC

493.10K

Mar 31, 26

-21.10K

0.53%

Cetera Investment Advisers

472.31K

Mar 31, 26

+46.25K

0.51%

Capital Asset Advisory Services LLC

345.48K

Mar 31, 26

+32.49K

0.37%

Summit Financial, LLC

320.15K

Mar 31, 26

+218.09K

0.34%

NewEdge Advisors, LLC

262.81K

Mar 31, 26

+53.51K

0.28%

CWM, LLC

193.20K

Mar 31, 26

+47.10K

0.21%

Baird Financial Group, Inc.

188.97K

Mar 31, 26

+120.37K

0.20%

Integrated Wealth Concepts LLC

147.78K

Mar 31, 26

+147.78K

0.16%

GUARDIAN WEALTH ADVISORS, LLC / NC

144.97K

Mar 31, 26

+11.24K

0.16%

Equitable Holdings, Inc.

98.50K

Mar 31, 26

+23.46K

0.11%

Ameritas Advisory Services, LLC

96.50K

Mar 31, 26

+8.34K

0.10%

Beacon Pointe Advisors, LLC

84.17K

Mar 31, 26

-19.49K

0.09%

Mutual Advisors, LLC

82.09K

Mar 31, 26

+34.42K

0.09%

Brinker Capital Investments, LLC

76.62K

Mar 31, 26

-3.54K

0.08%

BANK OF AMERICA CORP /DE/

71.71K

Mar 31, 26

+5.25K

0.08%

Western Wealth Management, LLC

70.57K

Mar 31, 26

+1.07K

0.08%

Copia Wealth Management

52.75K

Mar 31, 26

+27.35K

0.06%

CAPTRUST FINANCIAL ADVISORS

48.69K

Mar 31, 26

+4.75K

0.05%

RENAISSANCE TECHNOLOGIES LLC

48.60K

Mar 31, 26

+11.50K

0.05%

MAGNOLIA CAPITAL ADVISORS LLC

43.59K

Mar 31, 26

+43.59K

0.05%

Mount Yale Investment Advisors, LLC

42.95K

Mar 31, 26

-8.83K

0.05%

Vestmark Advisory Solutions, Inc.

42.94K

Mar 31, 26

-8.84K

0.05%

Traction Financial Partners, LLC

36.80K

Mar 31, 26

+36.80K

0.04%

CreativeOne Wealth, LLC

35.52K

Mar 31, 26

+5.70K

0.04%

Steward Partners Investment Advisory, LLC

34.13K

Mar 31, 26

+2.07K

0.04%

Concorde Asset Management, LLC

28.92K

Mar 31, 26

+1.49K

0.03%

CITADEL ADVISORS LLC

24.05K

Mar 31, 26

+24.05K

0.03%

OSTERWEIS CAPITAL MANAGEMENT INC

23.88K

Mar 31, 26

-4.00K

0.03%

Harvest Investment Services, LLC

23.87K

Mar 31, 26

+307

0.03%

Asset Allocation Strategies LLC

22.04K

Mar 31, 26

-494

0.02%

Jaffetilchin Investment Partners, LLC

19.98K

Mar 31, 26

+2.87K

0.02%

Mariner, LLC

19.27K

Mar 31, 26

+19.27K

0.02%

Advisory Services Network, LLC

17.55K

Mar 31, 26

-1.25K

0.02%

Snowden Capital Advisors LLC

16.57K

Mar 31, 26

0.02%

CENTAURUS FINANCIAL, INC.

12.01K

Mar 31, 26

+1.73K

0.01%

Creative Planning

11.85K

Mar 31, 26

+106

0.01%

MERCER GLOBAL ADVISORS INC /ADV

11.70K

Mar 31, 26

+2.98K

0.01%

COLDSTREAM CAPITAL MANAGEMENT INC

10.30K

Mar 31, 26

-1.64K

0.01%

Sunbelt Securities, Inc.

10.08K

Mar 31, 26

+7.37K

0.01%

IHT Wealth Management, LLC

9.72K

Mar 31, 26

-7.39K

0.01%

Visionary Wealth Advisors

8.80K

Mar 31, 26

-82

0.01%

Rockefeller Capital Management L.P.

8.55K

Mar 31, 26

-920

0.01%

HANCOCK WHITNEY CORP

8.16K

Mar 31, 26

+8.16K

0.01%

AMERIFLEX GROUP, INC.

3.34K

Mar 31, 26

+206

0.00%

United Community Bank

2.83K

Mar 31, 26

+2.83K

0.00%

GILL CAPITAL PARTNERS, LLC

2.01K

Mar 31, 26

+2.01K

0.00%

BROWN BROTHERS HARRIMAN & CO

1.27K

Mar 31, 26

+784

0.00%

Newbridge Financial Services Group, Inc.

1.14K

Mar 31, 26

-1.09K

0.00%

Ancora Advisors, LLC

821

Mar 31, 26

+821

0.00%

US BANCORP \DE\

417

Mar 31, 26

-222

0.00%

HUNTINGTON NATIONAL BANK

397

Mar 31, 26

+397

0.00%

Larson Financial Group LLC

190

Mar 31, 26

0.00%

Legacy Wealth Managment, LLC/ID

116

Mar 31, 26

+116

0.00%

MARSHALL INVESTMENT MANAGEMENT, LLC

Mar 31, 26

+93

0.00%

RESOURCES MANAGEMENT CORP /CT/ /ADV

Mar 31, 26

0.00%

Transamerica Financial Advisors, Inc.

Mar 31, 26

0.00%

UBS ASSET MANAGEMENT AMERICAS INC

Mar 31, 26

0.00%

BNP PARIBAS ARBITRAGE, SNC

Mar 31, 26

-65

0.00%

MAI Capital Management

Mar 31, 26

-66

Coppell Advisory Solutions LLC

Mar 31, 26

-86.71K

Qube Research & Technologies Ltd

Mar 31, 26

-22.76K

JONES FINANCIAL COMPANIES LLLP

Mar 31, 26

-22

COMERICA BANK

55.59K

Dec 31, 25

-10.56K

0.06%

TUCKER ASSET MANAGEMENT LLC

222

Dec 31, 25

+222

0.00%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-32.96K

Fortress Wealth Management, Inc.

267.52K

Sep 30, 25

-21.79K

0.29%

Waverton Investment Management Ltd

212.78K

Sep 30, 25

-1.95K

0.23%

AllSquare Wealth Management LLC

141.03K

Sep 30, 25

-1.02K

0.15%

Guerra Advisors Inc

5.11K

Sep 30, 25

+5.11K

0.01%

Abich Financial Wealth Management LLC

319

Sep 30, 25

+319

0.00%

Financial Advocates Investment Management

Sep 30, 25

-34.37K

L.M. KOHN & COMPANY

Sep 30, 25

-33.00K

Congress Wealth Management LLC / DE /

807.53K

Jun 30, 25

+807.53K

0.86%

AVANTAX ADVISORY SERVICES, INC.

67.21K

Jun 30, 25

+472

0.07%

Atria Wealth Solutions, Inc.

48.84K

Jun 30, 25

-55.93K

0.05%

Tyler-Stone Wealth Management

9.14K

Jun 30, 25

0.01%

First Horizon Advisors, Inc.

3.32K

Jun 30, 25

+1.28K

0.00%

Wolf Group Capital Advisors

396.18K

Mar 31, 25

+136.75K

0.42%

Orion Portfolio Solutions, LLC

97.81K

Mar 31, 25

-14.56K

0.10%

Cutter & CO Brokerage, Inc.

8.27K

Mar 31, 25

+8.27K

0.01%

TAP Consulting, LLC

228.59K

Dec 31, 24

-11.03K

0.24%

AlphaMark Advisors, LLC

1.34K

Dec 31, 24

+1.16K

0.00%

Sanctuary Wealth Management, L.L.C.

688

Dec 31, 24

-266

0.00%

Householder Group Estate & Retirement Specialist, LLC

Dec 31, 24

-4.46K

Raymond James Financial Services Advisors, Inc.

493.34K

Sep 30, 24

-35.64K

0.53%

RAYMOND JAMES & ASSOCIATES

251.21K

Sep 30, 24

-82.78K

0.27%

Bridge Advisory, LLC

95.50K

Sep 30, 24

+527

0.10%

RAYMOND JAMES TRUST N.A.

28.37K

Sep 30, 24

0.03%

Axiom Advisory, LLC

14.27K

Sep 30, 24

+316

0.02%

Vantage Financial Partners Ltd., Inc.

246.39K

Jun 30, 24

+246.39K

0.26%

BENJAMIN F. EDWARDS & COMPANY, INC.

13.90K

Jun 30, 24

+3.00K

0.01%

ICA Group Wealth Management, LLC

Jun 30, 24

-1.57K

Cetera Advisors LLC

277.93K

Mar 31, 24

+191.84K

0.30%

Cetera Advisor Networks LLC

227.56K

Mar 31, 24

-94.98K

0.24%

KLR INVESTMENT ADVISORS, LLC

185.08K

Mar 31, 24

+27.49K

0.20%

WEALTHSOURCE PARTNERS, LLC

99.90K

Dec 31, 23

-29.27K

0.11%

FOCUS FINANCIAL NETWORK INC /ADV

42.40K

Dec 31, 23

+42.40K

0.05%

COMERICA SECURITIES,INC.

237.96K

Sep 30, 23

+4.31K

0.25%

Andesa Financial Management Inc.

247.18K

Mar 31, 23

+102.11K

0.26%

Quantitative Advantage, LLC

92.11K

Mar 31, 23

-8.62K

0.10%

HighTower Trust Company, N.A.

32.18K

Mar 31, 23

+1.07K

0.03%

Catalyst Wealth Management, LLC

17.28K

Mar 31, 23

0.02%

Clear Perspectives Financial Planning, LLC

Mar 31, 23

-204.59K

Laurel Wealth Advisors, Inc.

268.15K

Dec 31, 22

-187.96K

0.29%

Bickling Financial Services, Inc.

51.95K

Dec 31, 22

+2.68K

0.06%

S.C. Financial Services, Inc.

22.69K

Dec 31, 22

-4.32K

0.02%

Integrity Advisory, LLC

19.84K

Dec 31, 22

-458

0.02%

Karp Capital Management Corp

636.32K

Sep 30, 22

-242.46K

0.68%

MORGAN JESS S & CO INC

180.90K

Sep 30, 22

-3.95K

0.19%

MARINER INDEPENDENT ADVISOR NETWORK, LLC

113.97K

Sep 30, 22

-13.45K

0.12%

American Portfolios Advisors

86.05K

Sep 30, 22

+6.02K

0.09%

LFS ASSET MANAGEMENT

24.89K

Sep 30, 22

-9.07K

0.03%

WIPFLI FINANCIAL ADVISORS LLC,

3.63K

Sep 30, 22

+3.63K

0.00%

Covington Capital Management

1.05K

Sep 30, 22

-742

0.00%

Beaumont Financial Partners, LLC

Sep 30, 22

-469.42K

ACG Wealth

Sep 30, 22

-54.32K

Pinnacle Private Wealth, LLC

79.50K

Jun 30, 22

+1.94K

0.09%

B. Riley Wealth Management, Inc.

13.77K

Jun 30, 22

+13.77K

0.01%

Holloway Wealth Management, LLC

102.41K

Mar 31, 22

+102.41K

0.11%

Permit Capital Advisors, LLC

1.00K

Mar 31, 22

+1.00K

0.00%

Investors Financial Group, LLC

22.29K

Dec 31, 21

-126

0.02%

NEXT Financial Group, Inc

5.63K

Dec 31, 21

+491

0.01%

Landsberg, Bennett, & Dubbaneh LLC

130.69K

Sep 30, 21

+130.69K

0.14%

Ameritas Investment Company, LLC

59.18K

Sep 30, 21

+31.87K

0.06%

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

27.32K

Sep 30, 21

-8.31K

0.03%

OLD MISSION CAPITAL, LLC

30.21K

Dec 31, 20

+30.21K

0.03%

First Allied Advisory Services, Inc.

14.48K

Sep 30, 20

-186

0.02%

Watson Rebecca

Sep 30, 20

-350

Global Financial Private Capital, Inc

Jun 30, 20

-46

LADENBURG THALMANN FINANCIAL SERVICES INC.

30.91K

Dec 31, 19

-14.55K

0.03%

Advisor Group, Inc.

26.86K

Dec 31, 19

-6.80K

0.03%

RELIANCE TRUST CO OF DELAWARE

32.99K

Mar 31, 19

+4.45K

0.04%

Sterling Global Strategies LLC

Mar 31, 19

-150

COMERICA SECURITIES INC

204.15K

Dec 31, 18

-1.84K

0.22%

HAYS ADVISORY LLC

Sep 30, 18

-564.41K

SII INVESTMENTS INC/WI

382.73K

Dec 31, 17

+382.73K

0.41%

BB&T INVESTMENT SERVICES, INC.

103

Dec 31, 17

0.00%

Virtu KCG Holdings LLC

46.22K

Jun 30, 17

+27.31K

0.05%

WFG Advisors, LP

20.69K

Jun 30, 17

+2.75K

0.02%

Efficient Market Advisors, LLC

Mar 31, 17

-14.42K

MSI Financial Services Inc

10.24K

Dec 31, 16

-243

0.01%

Gupta Wealth Management LLC

85.79K

Mar 31, 16

-22.16K

0.09%

CURIAN CAPITAL LLC

64.62K

Dec 31, 15

-123.26K

0.07%

MANAGED ACCOUNT ADVISORS LLC

414

Jun 30, 15

+64

0.00%

STERNE AGEE GROUP, INC.

15.64K

Mar 31, 15

-233

0.02%

UBS AG

310.33K

Sep 30, 14

+310.33K

0.33%