First Trust Consumer Discretionary AlphaDEX Fund(FXD)

$68.46—Stale · unknown old

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First Trust Consumer Discretionary AlphaDEX Fund(FXD)

NYSE • Last print unknown ago

$68.46—Stale · unknown old

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FXD(FXD)

FXD

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

Institutional Ownership

Top 197 Institutional Holders

Holder	Shares	Date	Change	% Held
MORGAN STANLEY	497.60K	Jun 30, 26	-6.98K	13.05%
WELLS FARGO & COMPANY/MN	389.95K	Jun 30, 26	-7.53K	10.23%
RAYMOND JAMES FINANCIAL INC	146.91K	Jun 30, 26	-20.96K	3.85%
LPL Financial LLC	140.47K	Jun 30, 26	+1.62K	3.69%
BANK OF AMERICA CORP /DE/	119.28K	Jun 30, 26	-6.59K	3.13%
Janney Montgomery Scott LLC	75.55K	Jun 30, 26	-7.41K	1.98%
STIFEL FINANCIAL CORP	74.41K	Jun 30, 26	-5.69K	1.95%
GOLDMAN SACHS GROUP INC	53.74K	Jun 30, 26	-1.61K	1.41%
BNP PARIBAS ARBITRAGE, SNC	50.00K	Jun 30, 26	+50.00K	1.31%
TRUIST FINANCIAL CORP	47.02K	Jun 30, 26	-366	1.23%
XCELSIOR ADVISOR PARTNERS LLC	35.26K	Jun 30, 26	+35.26K	0.92%
Paragon Private Wealth Management, LLC	33.38K	Jun 30, 26	-1.19K	0.88%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	33.22K	Jun 30, 26	+2.45K	0.87%
UBS Group AG	32.78K	Jun 30, 26	-7.85K	0.86%
TradeWell Securities, LLC.	32.49K	Jun 30, 26	+2.47K	0.85%
AMERIPRISE FINANCIAL INC	25.47K	Jun 30, 26	-364	0.67%
ROYAL BANK OF CANADA	24.46K	Jun 30, 26	-10.87K	0.64%
COTTONWOOD CAPITAL ADVISORS, LLC	21.99K	Jun 30, 26	-68	0.58%
ENVESTNET ASSET MANAGEMENT INC	20.67K	Jun 30, 26	-465	0.54%
Kestra Advisory Services, LLC	17.18K	Jun 30, 26	-1.85K	0.45%
COMMONWEALTH EQUITY SERVICES, LLC	17.18K	Jun 30, 26	-999	0.45%
ADVISOR GROUP HOLDINGS, INC.	16.87K	Jun 30, 26	-389	0.44%
Cetera Investment Advisers	15.63K	Jun 30, 26	-4.36K	0.41%
Schrum Private Wealth Management LLC	14.01K	Jun 30, 26	-200	0.37%
STEPHENS INC /AR/	14.00K	Jun 30, 26	--	0.37%
PGIM Custom Harvest LLC	13.81K	Jun 30, 26	-106	0.36%
JPMORGAN CHASE & CO	13.71K	Jun 30, 26	-588	0.36%
CITADEL ADVISORS LLC	13.03K	Jun 30, 26	-12.90K	0.34%
Summit Financial, LLC	12.33K	Jun 30, 26	+613	0.32%
CITIGROUP INC	11.79K	Jun 30, 26	-7.96K	0.31%
Steward Partners Investment Advisory, LLC	11.30K	Jun 30, 26	+941	0.30%
Farther Finance Advisors, LLC	11.03K	Jun 30, 26	-5	0.29%
Cambridge Investment Research Advisors, Inc.	10.59K	Jun 30, 26	-618	0.28%
MML INVESTORS SERVICES, LLC	10.57K	Jun 30, 26	-224	0.28%
Private Advisor Group, LLC	9.29K	Jun 30, 26	-378	0.24%
NewEdge Advisors, LLC	8.48K	Jun 30, 26	-42	0.22%
MTM Investment Management, LLC	8.42K	Jun 30, 26	--	0.22%
Sequoia Financial Advisors, LLC	8.07K	Jun 30, 26	--	0.21%
Baird Financial Group, Inc.	8.07K	Jun 30, 26	-656	0.21%
Elser Financial Planning, Inc	8.00K	Jun 30, 26	--	0.21%
Retirement Planning Group	7.80K	Jun 30, 26	-1.87K	0.20%
NAVELLIER & ASSOCIATES INC	7.19K	Jun 30, 26	-13.49K	0.19%
JONES FINANCIAL COMPANIES LLLP	7.02K	Jun 30, 26	+855	0.18%
IHT Wealth Management, LLC	6.94K	Jun 30, 26	-22	0.18%
JANE STREET GROUP, LLC	6.07K	Jun 30, 26	+6.07K	0.16%
RPg Family Wealth Advisory, LLC	5.93K	Jun 30, 26	+789	0.16%
Qube Research & Technologies Ltd	5.92K	Jun 30, 26	-5.69K	0.16%
LEVEL FOUR ADVISORY SERVICES, LLC	5.78K	Jun 30, 26	--	0.15%
Risk Paradigm Group, LLC	5.76K	Jun 30, 26	+789	0.15%
Coppell Advisory Solutions LLC	5.40K	Jun 30, 26	+5.40K	0.14%
Waverly Advisors, LLC	5.03K	Jun 30, 26	+5.03K	0.13%
Morey & Quinn Wealth Partners, LLC	5.03K	Jun 30, 26	--	0.13%
D. E. Shaw & Co., Inc.	4.86K	Jun 30, 26	--	0.13%
Hilton Head Capital Partners, LLC	4.76K	Jun 30, 26	-822	0.12%
Creative Planning	4.72K	Jun 30, 26	-120	0.12%
WILEY BROS.-AINTREE CAPITAL, LLC	4.31K	Jun 30, 26	+4.31K	0.11%
Stratos Wealth Partners, LTD.	4.16K	Jun 30, 26	-363	0.11%
Rockefeller Capital Management L.P.	4.06K	Jun 30, 26	-35	0.11%
Pinnacle Financial Partners, Inc.	3.85K	Jun 30, 26	--	0.10%
BlackRock, Inc.	3.79K	Jun 30, 26	+2.67K	0.10%
PNC FINANCIAL SERVICES GROUP, INC.	3.74K	Jun 30, 26	-2.31K	0.10%
Ballew Advisors, Inc	3.63K	Jun 30, 26	--	0.10%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	3.11K	Jun 30, 26	--	0.08%
HRT FINANCIAL LP	2.95K	Jun 30, 26	+2.95K	0.08%
Founders Financial Alliance, LLC	2.94K	Jun 30, 26	+110	0.08%
MAI Capital Management	2.94K	Jun 30, 26	--	0.08%
FIFTH THIRD BANCORP	1.83K	Jun 30, 26	-440	0.05%
HARBOUR INVESTMENTS, INC.	1.81K	Jun 30, 26	-73	0.05%
Parallel Advisors, LLC	1.58K	Jun 30, 26	+1.54K	0.04%
Topsail Wealth Management, LLC	1.50K	Jun 30, 26	--	0.04%
IFP Advisors, Inc	1.45K	Jun 30, 26	-174	0.04%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.34K	Jun 30, 26	+133	0.04%
CoreCap Advisors, LLC	1.32K	Jun 30, 26	-86	0.03%
FMR LLC	1.10K	Jun 30, 26	+70	0.03%
FRANKLIN RESOURCES INC	950	Jun 30, 26	--	0.02%
REAP Financial Group, LLC	821	Jun 30, 26	-414	0.02%
CX Institutional	716	Jun 30, 26	-8.25K	0.02%
FAS Wealth Partners, Inc.	582	Jun 30, 26	+1	0.02%
NATIONAL BANK OF CANADA /FI/	550	Jun 30, 26	--	0.01%
ATWOOD & PALMER INC	545	Jun 30, 26	--	0.01%
SHP Wealth Management	530	Jun 30, 26	--	0.01%
Geneos Wealth Management Inc.	474	Jun 30, 26	+152	0.01%
Piscataqua Savings Bank	465	Jun 30, 26	--	0.01%
AE Wealth Management LLC	433	Jun 30, 26	+30	0.01%
IFG Advisory, LLC	420	Jun 30, 26	+420	0.01%
SIGNATUREFD, LLC	400	Jun 30, 26	--	0.01%
NBC SECURITIES, INC.	330	Jun 30, 26	--	0.01%
Newbridge Financial Services Group, Inc.	315	Jun 30, 26	--	0.01%
Aptus Capital Advisors, LLC	283	Jun 30, 26	--	0.01%
GAMMA Investing LLC	269	Jun 30, 26	--	0.01%
US BANCORP \DE\	219	Jun 30, 26	-1.11K	0.01%
Smartleaf Asset Management LLC	216	Jun 30, 26	--	0.01%
Mascoma Wealth Management LLC	177	Jun 30, 26	--	0.00%
Russell Investments Group, Ltd.	171	Jun 30, 26	-26	0.00%
Park Square Financial Group, LLC	134	Jun 30, 26	--	0.00%
Keating Financial Advisory Services, Inc.	108	Jun 30, 26	--	0.00%
Nova Wealth Management, Inc.	85	Jun 30, 26	--	0.00%
SRS Capital Advisors, Inc.	73	Jun 30, 26	--	0.00%
Quest 10 Wealth Builders, Inc.	64	Jun 30, 26	--	0.00%
Transamerica Financial Advisors, Inc.	61	Jun 30, 26	-2	0.00%
BROADWATER CAPITAL MANAGEMENT LLC	47	Jun 30, 26	--	0.00%
MERCER GLOBAL ADVISORS INC /ADV	43	Jun 30, 26	+43	0.00%
BROWN, LISLE/CUMMINGS, INC.	35	Jun 30, 26	--	0.00%
MPWM ADVISORY SOLUTIONS, LLC	20	Jun 30, 26	--	0.00%
POM Investment Strategies, LLC	17	Jun 30, 26	--	0.00%
Key Capital Management, INC	16	Jun 30, 26	+16	0.00%
Global Retirement Partners, LLC	6	Jun 30, 26	+6	0.00%
DHJJ Financial Advisors, Ltd.	5	Jun 30, 26	--	0.00%
HHM Wealth Advisors, LLC	5	Jun 30, 26	+5	0.00%
Coastal Investment Advisors, Inc.	1	Jun 30, 26	--	0.00%
NATIXIS	1	Jun 30, 26	-142	0.00%
Capital Wealth Alliance, LLC	--	Jun 30, 26	-3.26K	--
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	--	Jun 30, 26	-1.24K	--
KELLEHER FINANCIAL ADVISORS	--	Jun 30, 26	-1.45K	--
City State Bank	--	Jun 30, 26	-425	--
Snowden Capital Advisors LLC	--	Jun 30, 26	-3.94K	--
Ashton Thomas Private Wealth, LLC	--	Jun 30, 26	-48	--
GUARDIAN WEALTH ADVISORS, LLC / NC	--	Jun 30, 26	-283	--
Western Wealth Management, LLC	--	Jun 30, 26	-755	--
Advisory Services Network, LLC	--	Jun 30, 26	-2.29K	--
Independent Advisor Alliance	--	Jun 30, 26	-11.79K	--
Tower Research Capital LLC (TRC)	--	Jun 30, 26	-14	--
Sound Income Strategies, LLC	--	Jun 30, 26	-1.70K	--
OPPENHEIMER & CO INC	--	Jun 30, 26	-3.42K	--
RAYMOND JAMES FINANCIAL INC	167.87K	Mar 31, 26	-68.34K	4.40%
ENVESTNET ASSET MANAGEMENT INC	21.13K	Mar 31, 26	-436	0.55%
Schrum Private Wealth Management LLC	14.21K	Mar 31, 26	--	0.37%
Sequoia Financial Advisors, LLC	8.07K	Mar 31, 26	--	0.21%
JONES FINANCIAL COMPANIES LLLP	6.17K	Mar 31, 26	+380	0.16%
Rockefeller Capital Management L.P.	4.10K	Mar 31, 26	+398	0.11%
Snowden Capital Advisors LLC	3.94K	Mar 31, 26	--	0.10%
Ballew Advisors, Inc	3.63K	Mar 31, 26	--	0.10%
TruWealth Advisors, LLC	3.27K	Mar 31, 26	--	0.09%
Sound Income Strategies, LLC	1.70K	Mar 31, 26	--	0.04%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.21K	Mar 31, 26	+900	0.03%
CWM, LLC	887	Mar 31, 26	-93	0.02%
GUARDIAN WEALTH ADVISORS, LLC / NC	283	Mar 31, 26	+283	0.01%
NATIXIS	143	Mar 31, 26	-837	0.00%
Coastal Investment Advisors, Inc.	1	Mar 31, 26	--	0.00%
COMERICA BANK	2.33K	Dec 31, 25	-67	0.06%
Motiv8 Investments LLC	9	Dec 31, 25	+9	0.00%
SYNOVUS FINANCIAL CORP	3.92K	Sep 30, 25	--	0.10%
SignalPoint Asset Management, LLC	11.12K	Dec 31, 24	--	0.29%
Raymond James Financial Services Advisors, Inc.	396.33K	Sep 30, 24	+2.53K	10.40%
RAYMOND JAMES & ASSOCIATES	244.66K	Sep 30, 24	-11.06K	6.42%
Gateway Advisory, LLC	98.36K	Sep 30, 24	+108	2.58%
Family Asset Management, LLC	7.47K	Sep 30, 24	--	0.20%
BENJAMIN F. EDWARDS & COMPANY, INC.	186.91K	Jun 30, 24	-4.32K	4.90%
BlackRock Inc.	400	Jun 30, 24	--	0.01%
Coppell Advisory Solutions Corp.	40.60K	Mar 31, 24	+40.60K	1.07%
Cetera Advisors LLC	12.72K	Mar 31, 24	+2.55K	0.33%
Cetera Advisor Networks LLC	8.40K	Mar 31, 24	-512	0.22%
DB Wealth Management Group, LLC	11	Dec 31, 23	--	0.00%
Align Wealth Management, LLC	475	Dec 31, 22	+475	0.01%
American Portfolios Advisors	5.92K	Sep 30, 22	-121	0.16%
MUFG Americas Holdings Corp	1.01K	Sep 30, 22	--	0.03%
FourThought Financial, LLC	575	Sep 30, 22	--	0.02%
ACG Wealth	--	Sep 30, 22	-1.96K	--
Holloway Wealth Management, LLC	4.01K	Mar 31, 22	-469	0.11%
NEXT Financial Group, Inc	27.02K	Dec 31, 21	-1.40K	0.71%
Carroll Financial Associates, Inc.	100	Dec 31, 21	--	0.00%
Hochman Cole Investment Advisors, Inc.	4.11K	Sep 30, 21	--	0.11%
Park Capital Group, Inc.	48.74K	Mar 31, 21	+48.74K	1.28%
Winslow, Evans & Crocker, Inc.	1.19K	Dec 31, 20	+847	0.03%
First Allied Advisory Services, Inc.	21.46K	Sep 30, 20	+21.46K	0.56%
Watson Rebecca	--	Sep 30, 20	-177	--
Advisor Group, Inc.	61.27K	Dec 31, 19	+134	1.61%
LADENBURG THALMANN FINANCIAL SERVICES INC.	35.08K	Dec 31, 19	+12.72K	0.92%
Beacon Pointe Wealth Advisors, LLC	4.98K	Dec 31, 19	--	0.13%
SUNTRUST BANKS INC	27.59K	Sep 30, 19	-103	0.72%
BB&T SECURITIES, LLC	13.77K	Sep 30, 19	-4.52K	0.36%
ADVANTAGE INVESTMENT MANAGEMENT, LLC	640	Sep 30, 19	--	0.02%
RELIANCE TRUST CO OF DELAWARE	5.21K	Mar 31, 19	+5.21K	0.14%
BREMER TRUST NATIONAL ASSOCIATION	398	Dec 31, 18	+398	0.01%
IFC Holdings Incorporated/FL	40.49K	Dec 31, 17	+40.49K	1.06%
Virtu KCG Holdings LLC	26.76K	Jun 30, 17	-16.09K	0.70%
Commonwealth Equity Services, Inc	19.72K	Jun 30, 17	+1.57K	0.52%
WFG Advisors, LP	8.81K	Jun 30, 17	-270	0.23%
ARXIS SECURITIES LLC	12.88K	Mar 31, 17	+12.88K	0.34%
LBA Wealth Management, LLC	93	Mar 31, 17	--	0.00%
MSI Financial Services Inc	23.89K	Dec 31, 16	-645.97K	0.63%
Argentus Capital Management, LLC	--	Dec 31, 16	-5.83K	--
VSR Financial Services, Inc.	23.85K	Jun 30, 16	-7.73K	0.63%
Hoxton Financial, Inc.	303.49K	Mar 31, 16	-6.40K	7.96%
J.P. Turner & Co Capital Mnagement, LLC	10.27K	Sep 30, 15	+10.27K	0.27%
F-Squared Investment Management, LLC	5.03M	Jun 30, 15	-3.19M	131.92%
MANAGED ACCOUNT ADVISORS LLC	60.33K	Jun 30, 15	+29.61K	1.58%
BAIRD ROBERT W & CO INC /WI/	186.62K	Mar 31, 15	+36.95K	4.90%
STERNE AGEE GROUP, INC.	70.85K	Mar 31, 15	-811	1.86%
Placemark Investments, Inc.	473.33K	Dec 31, 14	+81.12K	12.42%
NEW ENGLAND SECURITIES CORP /MA/	4.87K	Dec 31, 14	-45.50K	0.13%
UBS AG	1.82M	Sep 30, 14	+287.78K	47.71%
COMMUNITY BANK SYSTEM, INC.	251	Sep 30, 14	--	0.01%
TOWER TRUST Co	83.90K	Mar 31, 14	+739	2.20%
STIFEL NICOLAUS & CO INC \MO\	217.82K	Sep 30, 13	+21.49K	5.71%
KNIGHT CAPITAL GROUP LLC	24.33K	Jun 30, 13	-2.21K	0.64%
First Allied Securities, Inc.	19.63K	Jun 30, 12	-6.37K	0.51%

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Market Movers

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Holder

Date

Change

% Held

MORGAN STANLEY

497.60K

Jun 30, 26

-6.98K

13.05%

WELLS FARGO & COMPANY/MN

389.95K

Jun 30, 26

-7.53K

10.23%

RAYMOND JAMES FINANCIAL INC

146.91K

Jun 30, 26

-20.96K

3.85%

LPL Financial LLC

140.47K

Jun 30, 26

+1.62K

3.69%

BANK OF AMERICA CORP /DE/

119.28K

Jun 30, 26

-6.59K

3.13%

Janney Montgomery Scott LLC

75.55K

Jun 30, 26

-7.41K

1.98%

STIFEL FINANCIAL CORP

74.41K

Jun 30, 26

-5.69K

1.95%

GOLDMAN SACHS GROUP INC

53.74K

Jun 30, 26

-1.61K

1.41%

BNP PARIBAS ARBITRAGE, SNC

50.00K

Jun 30, 26

+50.00K

1.31%

TRUIST FINANCIAL CORP

47.02K

Jun 30, 26

-366

1.23%

XCELSIOR ADVISOR PARTNERS LLC

35.26K

Jun 30, 26

+35.26K

0.92%

Paragon Private Wealth Management, LLC

33.38K

Jun 30, 26

-1.19K

0.88%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

33.22K

Jun 30, 26

+2.45K

0.87%

UBS Group AG

32.78K

Jun 30, 26

-7.85K

0.86%

TradeWell Securities, LLC.

32.49K

Jun 30, 26

+2.47K

0.85%

AMERIPRISE FINANCIAL INC

25.47K

Jun 30, 26

-364

0.67%

ROYAL BANK OF CANADA

24.46K

Jun 30, 26

-10.87K

0.64%

COTTONWOOD CAPITAL ADVISORS, LLC

21.99K

Jun 30, 26

-68

0.58%

ENVESTNET ASSET MANAGEMENT INC

20.67K

Jun 30, 26

-465

0.54%

Kestra Advisory Services, LLC

17.18K

Jun 30, 26

-1.85K

0.45%

COMMONWEALTH EQUITY SERVICES, LLC

17.18K

Jun 30, 26

-999

0.45%

ADVISOR GROUP HOLDINGS, INC.

16.87K

Jun 30, 26

-389

0.44%

Cetera Investment Advisers

15.63K

Jun 30, 26

-4.36K

0.41%

Schrum Private Wealth Management LLC

14.01K

Jun 30, 26

-200

0.37%

STEPHENS INC /AR/

14.00K

Jun 30, 26

0.37%

PGIM Custom Harvest LLC

13.81K

Jun 30, 26

-106

0.36%

JPMORGAN CHASE & CO

13.71K

Jun 30, 26

-588

0.36%

CITADEL ADVISORS LLC

13.03K

Jun 30, 26

-12.90K

0.34%

Summit Financial, LLC

12.33K

Jun 30, 26

+613

0.32%

CITIGROUP INC

11.79K

Jun 30, 26

-7.96K

0.31%

Steward Partners Investment Advisory, LLC

11.30K

Jun 30, 26

+941

0.30%

Farther Finance Advisors, LLC

11.03K

Jun 30, 26

-5

0.29%

Cambridge Investment Research Advisors, Inc.

10.59K

Jun 30, 26

-618

0.28%

MML INVESTORS SERVICES, LLC

10.57K

Jun 30, 26

-224

0.28%

Private Advisor Group, LLC

9.29K

Jun 30, 26

-378

0.24%

NewEdge Advisors, LLC

8.48K

Jun 30, 26

-42

0.22%

MTM Investment Management, LLC

8.42K

Jun 30, 26

0.22%

Sequoia Financial Advisors, LLC

8.07K

Jun 30, 26

0.21%

Baird Financial Group, Inc.

8.07K

Jun 30, 26

-656

0.21%

Elser Financial Planning, Inc

8.00K

Jun 30, 26

0.21%

Retirement Planning Group

7.80K

Jun 30, 26

-1.87K

0.20%

NAVELLIER & ASSOCIATES INC

7.19K

Jun 30, 26

-13.49K

0.19%

JONES FINANCIAL COMPANIES LLLP

7.02K

Jun 30, 26

+855

0.18%

IHT Wealth Management, LLC

6.94K

Jun 30, 26

-22

0.18%

JANE STREET GROUP, LLC

6.07K

Jun 30, 26

+6.07K

0.16%

RPg Family Wealth Advisory, LLC

5.93K

Jun 30, 26

+789

0.16%

Qube Research & Technologies Ltd

5.92K

Jun 30, 26

-5.69K

0.16%

LEVEL FOUR ADVISORY SERVICES, LLC

5.78K

Jun 30, 26

0.15%

Risk Paradigm Group, LLC

5.76K

Jun 30, 26

+789

0.15%

Coppell Advisory Solutions LLC

5.40K

Jun 30, 26

+5.40K

0.14%

Waverly Advisors, LLC

5.03K

Jun 30, 26

+5.03K

0.13%

Morey & Quinn Wealth Partners, LLC

5.03K

Jun 30, 26

0.13%

D. E. Shaw & Co., Inc.

4.86K

Jun 30, 26

0.13%

Hilton Head Capital Partners, LLC

4.76K

Jun 30, 26

-822

0.12%

Creative Planning

4.72K

Jun 30, 26

-120

0.12%

WILEY BROS.-AINTREE CAPITAL, LLC

4.31K

Jun 30, 26

+4.31K

0.11%

Stratos Wealth Partners, LTD.

4.16K

Jun 30, 26

-363

0.11%

Rockefeller Capital Management L.P.

4.06K

Jun 30, 26

-35

0.11%

Pinnacle Financial Partners, Inc.

3.85K

Jun 30, 26

0.10%

BlackRock, Inc.

3.79K

Jun 30, 26

+2.67K

0.10%

PNC FINANCIAL SERVICES GROUP, INC.

3.74K

Jun 30, 26

-2.31K

0.10%

Ballew Advisors, Inc

3.63K

Jun 30, 26

0.10%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

3.11K

Jun 30, 26

0.08%

HRT FINANCIAL LP

2.95K

Jun 30, 26

+2.95K

0.08%

Founders Financial Alliance, LLC

2.94K

Jun 30, 26

+110

0.08%

MAI Capital Management

2.94K

Jun 30, 26

0.08%

FIFTH THIRD BANCORP

1.83K

Jun 30, 26

-440

0.05%

HARBOUR INVESTMENTS, INC.

1.81K

Jun 30, 26

-73

0.05%

Parallel Advisors, LLC

1.58K

Jun 30, 26

+1.54K

0.04%

Topsail Wealth Management, LLC

1.50K

Jun 30, 26

0.04%

IFP Advisors, Inc

1.45K

Jun 30, 26

-174

0.04%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

1.34K

Jun 30, 26

+133

0.04%

CoreCap Advisors, LLC

1.32K

Jun 30, 26

-86

0.03%

FMR LLC

1.10K

Jun 30, 26

+70

0.03%

FRANKLIN RESOURCES INC

950

Jun 30, 26

0.02%

REAP Financial Group, LLC

821

Jun 30, 26

-414

0.02%

CX Institutional

716

Jun 30, 26

-8.25K

0.02%

FAS Wealth Partners, Inc.

582

Jun 30, 26

0.02%

NATIONAL BANK OF CANADA /FI/

550

Jun 30, 26

0.01%

ATWOOD & PALMER INC

545

Jun 30, 26

0.01%

SHP Wealth Management

530

Jun 30, 26

0.01%

Geneos Wealth Management Inc.

474

Jun 30, 26

+152

0.01%

Piscataqua Savings Bank

465

Jun 30, 26

0.01%

AE Wealth Management LLC

433

Jun 30, 26

+30

0.01%

IFG Advisory, LLC

420

Jun 30, 26

+420

0.01%

SIGNATUREFD, LLC

400

Jun 30, 26

0.01%

NBC SECURITIES, INC.

330

Jun 30, 26

0.01%

Newbridge Financial Services Group, Inc.

315

Jun 30, 26

0.01%

Aptus Capital Advisors, LLC

283

Jun 30, 26

0.01%

GAMMA Investing LLC

269

Jun 30, 26

0.01%

US BANCORP \DE\

219

Jun 30, 26

-1.11K

0.01%

Smartleaf Asset Management LLC

216

Jun 30, 26

0.01%

Mascoma Wealth Management LLC

177

Jun 30, 26

0.00%

Russell Investments Group, Ltd.

171

Jun 30, 26

-26

0.00%

Park Square Financial Group, LLC

134

Jun 30, 26

0.00%

Keating Financial Advisory Services, Inc.

108

Jun 30, 26

0.00%

Nova Wealth Management, Inc.

Jun 30, 26

0.00%

SRS Capital Advisors, Inc.

Jun 30, 26

0.00%

Quest 10 Wealth Builders, Inc.

Jun 30, 26

0.00%

Transamerica Financial Advisors, Inc.

Jun 30, 26

-2

0.00%

BROADWATER CAPITAL MANAGEMENT LLC

Jun 30, 26

0.00%

MERCER GLOBAL ADVISORS INC /ADV

Jun 30, 26

+43

0.00%

BROWN, LISLE/CUMMINGS, INC.

Jun 30, 26

0.00%

MPWM ADVISORY SOLUTIONS, LLC

Jun 30, 26

0.00%

POM Investment Strategies, LLC

Jun 30, 26

0.00%

Key Capital Management, INC

Jun 30, 26

+16

0.00%

Global Retirement Partners, LLC

Jun 30, 26

0.00%

DHJJ Financial Advisors, Ltd.

Jun 30, 26

0.00%

HHM Wealth Advisors, LLC

Jun 30, 26

0.00%

Coastal Investment Advisors, Inc.

Jun 30, 26

0.00%

NATIXIS

Jun 30, 26

-142

0.00%

Capital Wealth Alliance, LLC

Jun 30, 26

-3.26K

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

Jun 30, 26

-1.24K

KELLEHER FINANCIAL ADVISORS

Jun 30, 26

-1.45K

City State Bank

Jun 30, 26

-425

Snowden Capital Advisors LLC

Jun 30, 26

-3.94K

Ashton Thomas Private Wealth, LLC

Jun 30, 26

-48

GUARDIAN WEALTH ADVISORS, LLC / NC

Jun 30, 26

-283

Western Wealth Management, LLC

Jun 30, 26

-755

Advisory Services Network, LLC

Jun 30, 26

-2.29K

Independent Advisor Alliance

Jun 30, 26

-11.79K

Tower Research Capital LLC (TRC)

Jun 30, 26

-14

Sound Income Strategies, LLC

Jun 30, 26

-1.70K

OPPENHEIMER & CO INC

Jun 30, 26

-3.42K

RAYMOND JAMES FINANCIAL INC

167.87K

Mar 31, 26

-68.34K

4.40%

ENVESTNET ASSET MANAGEMENT INC

21.13K

Mar 31, 26

-436

0.55%

Schrum Private Wealth Management LLC

14.21K

Mar 31, 26

0.37%

Sequoia Financial Advisors, LLC

8.07K

Mar 31, 26

0.21%

JONES FINANCIAL COMPANIES LLLP

6.17K

Mar 31, 26

+380

0.16%

Rockefeller Capital Management L.P.

4.10K

Mar 31, 26

+398

0.11%

Snowden Capital Advisors LLC

3.94K

Mar 31, 26

0.10%

Ballew Advisors, Inc

3.63K

Mar 31, 26

0.10%

TruWealth Advisors, LLC

3.27K

Mar 31, 26

0.09%

Sound Income Strategies, LLC

1.70K

Mar 31, 26

0.04%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

1.21K

Mar 31, 26

+900

0.03%

CWM, LLC

887

Mar 31, 26

-93

0.02%

GUARDIAN WEALTH ADVISORS, LLC / NC

283

Mar 31, 26

+283

0.01%

NATIXIS

143

Mar 31, 26

-837

0.00%

Coastal Investment Advisors, Inc.

Mar 31, 26

0.00%

COMERICA BANK

2.33K

Dec 31, 25

-67

0.06%

Motiv8 Investments LLC

Dec 31, 25

0.00%

SYNOVUS FINANCIAL CORP

3.92K

Sep 30, 25

0.10%

SignalPoint Asset Management, LLC

11.12K

Dec 31, 24

0.29%

Raymond James Financial Services Advisors, Inc.

396.33K

Sep 30, 24

+2.53K

10.40%

RAYMOND JAMES & ASSOCIATES

244.66K

Sep 30, 24

-11.06K

6.42%

Gateway Advisory, LLC

98.36K

Sep 30, 24

+108

2.58%

Family Asset Management, LLC

7.47K

Sep 30, 24

0.20%

BENJAMIN F. EDWARDS & COMPANY, INC.

186.91K

Jun 30, 24

-4.32K

4.90%

BlackRock Inc.

400

Jun 30, 24

0.01%

Coppell Advisory Solutions Corp.

40.60K

Mar 31, 24

+40.60K

1.07%

Cetera Advisors LLC

12.72K

Mar 31, 24

+2.55K

0.33%

Cetera Advisor Networks LLC

8.40K

Mar 31, 24

-512

0.22%

DB Wealth Management Group, LLC

Dec 31, 23

0.00%

Align Wealth Management, LLC

475

Dec 31, 22

+475

0.01%

American Portfolios Advisors

5.92K

Sep 30, 22

-121

0.16%

MUFG Americas Holdings Corp

1.01K

Sep 30, 22

0.03%

FourThought Financial, LLC

575

Sep 30, 22

0.02%

ACG Wealth

Sep 30, 22

-1.96K

Holloway Wealth Management, LLC

4.01K

Mar 31, 22

-469

0.11%

NEXT Financial Group, Inc

27.02K

Dec 31, 21

-1.40K

0.71%

Carroll Financial Associates, Inc.

100

Dec 31, 21

0.00%

Hochman Cole Investment Advisors, Inc.

4.11K

Sep 30, 21

0.11%

Park Capital Group, Inc.

48.74K

Mar 31, 21

+48.74K

1.28%

Winslow, Evans & Crocker, Inc.

1.19K

Dec 31, 20

+847

0.03%

First Allied Advisory Services, Inc.

21.46K

Sep 30, 20

+21.46K

0.56%

Watson Rebecca

Sep 30, 20

-177

Advisor Group, Inc.

61.27K

Dec 31, 19

+134

1.61%

LADENBURG THALMANN FINANCIAL SERVICES INC.

35.08K

Dec 31, 19

+12.72K

0.92%

Beacon Pointe Wealth Advisors, LLC

4.98K

Dec 31, 19

0.13%

SUNTRUST BANKS INC

27.59K

Sep 30, 19

-103

0.72%

BB&T SECURITIES, LLC

13.77K

Sep 30, 19

-4.52K

0.36%

ADVANTAGE INVESTMENT MANAGEMENT, LLC

640

Sep 30, 19

0.02%

RELIANCE TRUST CO OF DELAWARE

5.21K

Mar 31, 19

+5.21K

0.14%

BREMER TRUST NATIONAL ASSOCIATION

398

Dec 31, 18

+398

0.01%

IFC Holdings Incorporated/FL

40.49K

Dec 31, 17

+40.49K

1.06%

Virtu KCG Holdings LLC

26.76K

Jun 30, 17

-16.09K

0.70%

Commonwealth Equity Services, Inc

19.72K

Jun 30, 17

+1.57K

0.52%

WFG Advisors, LP

8.81K

Jun 30, 17

-270

0.23%

ARXIS SECURITIES LLC

12.88K

Mar 31, 17

+12.88K

0.34%

LBA Wealth Management, LLC

Mar 31, 17

0.00%

MSI Financial Services Inc

23.89K

Dec 31, 16

-645.97K

0.63%

Argentus Capital Management, LLC

Dec 31, 16

-5.83K

VSR Financial Services, Inc.

23.85K

Jun 30, 16

-7.73K

0.63%

Hoxton Financial, Inc.

303.49K

Mar 31, 16

-6.40K

7.96%

J.P. Turner & Co Capital Mnagement, LLC

10.27K

Sep 30, 15

+10.27K

0.27%

F-Squared Investment Management, LLC

5.03M

Jun 30, 15

-3.19M

131.92%

MANAGED ACCOUNT ADVISORS LLC

60.33K

Jun 30, 15

+29.61K

1.58%

BAIRD ROBERT W & CO INC /WI/

186.62K

Mar 31, 15

+36.95K

4.90%

STERNE AGEE GROUP, INC.

70.85K

Mar 31, 15

-811

1.86%

Placemark Investments, Inc.

473.33K

Dec 31, 14

+81.12K

12.42%

NEW ENGLAND SECURITIES CORP /MA/

4.87K

Dec 31, 14

-45.50K

0.13%

UBS AG

1.82M

Sep 30, 14

+287.78K

47.71%

COMMUNITY BANK SYSTEM, INC.

251

Sep 30, 14

0.01%

TOWER TRUST Co

83.90K

Mar 31, 14

+739

2.20%

STIFEL NICOLAUS & CO INC \MO\

217.82K

Sep 30, 13

+21.49K

5.71%

KNIGHT CAPITAL GROUP LLC

24.33K

Jun 30, 13

-2.21K

0.64%

First Allied Securities, Inc.

19.63K

Jun 30, 12

-6.37K

0.51%