First Trust Consumer Staples AlphaDEX Fund(FXG)

$64.05—Stale · unknown old

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First Trust Consumer Staples AlphaDEX Fund(FXG)

NYSE • Last print unknown ago

$64.05—Stale · unknown old

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FXG(FXG)

FXG

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

Institutional Ownership

Top 219 Institutional Holders

Holder	Shares	Date	Change	% Held
LPL Financial LLC	297.90K	Jun 30, 26	+29.27K	8.54%
MORGAN STANLEY	193.41K	Jun 30, 26	-28.84K	5.54%
WELLS FARGO & COMPANY/MN	164.66K	Jun 30, 26	-3.28K	4.72%
Independent Advisor Alliance	101.27K	Jun 30, 26	-21.63K	2.90%
ADVISOR GROUP HOLDINGS, INC.	92.47K	Jun 30, 26	+21.24K	2.65%
RAYMOND JAMES FINANCIAL INC	84.34K	Jun 30, 26	+1.39K	2.42%
STIFEL FINANCIAL CORP	67.38K	Jun 30, 26	+18.65K	1.93%
ROYAL BANK OF CANADA	59.81K	Jun 30, 26	-1.18K	1.71%
BANK OF AMERICA CORP /DE/	58.75K	Jun 30, 26	-2.49K	1.68%
COMMONWEALTH EQUITY SERVICES, LLC	57.85K	Jun 30, 26	-9.14K	1.66%
CITIGROUP INC	43.29K	Jun 30, 26	+899	1.24%
UBS Group AG	42.11K	Jun 30, 26	+5.27K	1.21%
Cedrus Wealth Group LLC	35.81K	Jun 30, 26	+35.81K	1.03%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	33.30K	Jun 30, 26	+708	0.95%
Rockefeller Capital Management L.P.	29.82K	Jun 30, 26	+2.00K	0.85%
PGIM Custom Harvest LLC	28.27K	Jun 30, 26	--	0.81%
Janney Montgomery Scott LLC	25.61K	Jun 30, 26	-2.22K	0.73%
GOLDMAN SACHS GROUP INC	23.50K	Jun 30, 26	-3.84K	0.67%
ENVESTNET ASSET MANAGEMENT INC	22.59K	Jun 30, 26	-6.56K	0.65%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	20.96K	Jun 30, 26	-4.54K	0.60%
Cambridge Investment Research Advisors, Inc.	20.89K	Jun 30, 26	+5.89K	0.60%
Proactive Wealth Strategies LLC	17.18K	Jun 30, 26	-76	0.49%
Regal Investment Advisors LLC	16.65K	Jun 30, 26	-585	0.48%
Cetera Investment Advisers	16.42K	Jun 30, 26	-12.40K	0.47%
TRUIST FINANCIAL CORP	15.85K	Jun 30, 26	+84	0.45%
HARBOUR INVESTMENTS, INC.	14.95K	Jun 30, 26	-166	0.43%
JPMORGAN CHASE & CO	14.64K	Jun 30, 26	+240	0.42%
Schrum Private Wealth Management LLC	13.84K	Jun 30, 26	-1.11K	0.40%
Kestra Advisory Services, LLC	12.21K	Jun 30, 26	+204	0.35%
Worthington Financial Partners, LLC	9.93K	Jun 30, 26	+244	0.28%
HRT FINANCIAL LP	9.54K	Jun 30, 26	+9.54K	0.27%
Farther Finance Advisors, LLC	9.13K	Jun 30, 26	-5.38K	0.26%
Stratos Wealth Partners, LTD.	8.95K	Jun 30, 26	-414	0.26%
Private Advisor Group, LLC	8.93K	Jun 30, 26	+312	0.26%
Meridian Wealth Management, LLC	8.64K	Jun 30, 26	-1.38K	0.25%
PACIFIC SUN FINANCIAL CORP	8.56K	Jun 30, 26	-1.66K	0.25%
Waverly Advisors, LLC	8.54K	Jun 30, 26	--	0.24%
Trueblood Wealth Management, LLC	8.43K	Jun 30, 26	+9	0.24%
Creative Planning	7.51K	Jun 30, 26	-4.26K	0.22%
Steward Partners Investment Advisory, LLC	7.31K	Jun 30, 26	-210	0.21%
HighTower Advisors, LLC	7.04K	Jun 30, 26	+103	0.20%
GTS SECURITIES LLC	6.87K	Jun 30, 26	-4.14K	0.20%
Keating Financial Advisory Services, Inc.	6.85K	Jun 30, 26	-543	0.20%
TWO SIGMA INVESTMENTS, LP	6.40K	Jun 30, 26	-8.60K	0.18%
RPg Family Wealth Advisory, LLC	6.35K	Jun 30, 26	+1.02K	0.18%
Risk Paradigm Group, LLC	6.20K	Jun 30, 26	+1.02K	0.18%
MML INVESTORS SERVICES, LLC	6.07K	Jun 30, 26	+6.07K	0.17%
Belpointe Asset Management LLC	5.49K	Jun 30, 26	+2	0.16%
Summit Financial, LLC	5.45K	Jun 30, 26	+615	0.16%
GREAT VALLEY ADVISOR GROUP, INC.	5.14K	Jun 30, 26	-27	0.15%
Ameritas Advisory Services, LLC	4.90K	Jun 30, 26	+4.90K	0.14%
Nova Wealth Management, Inc.	4.67K	Jun 30, 26	-606	0.13%
MGO ONE SEVEN LLC	4.51K	Jun 30, 26	+4.51K	0.13%
Spire Wealth Management	4.47K	Jun 30, 26	--	0.13%
Madden Advisory Services, Inc.	4.43K	Jun 30, 26	-111	0.13%
Gotham Asset Management, LLC	4.36K	Jun 30, 26	--	0.12%
Global View Capital Management LLC	3.68K	Jun 30, 26	-577	0.11%
Cornerstone Wealth Management, LLC	3.61K	Jun 30, 26	+2	0.10%
Stonebridge Financial Planning Group, LLC	3.60K	Jun 30, 26	-150	0.10%
JONES FINANCIAL COMPANIES LLLP	3.28K	Jun 30, 26	+627	0.09%
FIFTH THIRD BANCORP	2.32K	Jun 30, 26	-679	0.07%
FMR LLC	2.11K	Jun 30, 26	+234	0.06%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	2.11K	Jun 30, 26	+17	0.06%
Geneos Wealth Management Inc.	2.10K	Jun 30, 26	--	0.06%
NewEdge Advisors, LLC	2.06K	Jun 30, 26	-257	0.06%
PNC FINANCIAL SERVICES GROUP, INC.	2.03K	Jun 30, 26	--	0.06%
Global Retirement Partners, LLC	1.89K	Jun 30, 26	+1.89K	0.05%
BELLEVUE ASSET MANAGEMENT, LLC	1.84K	Jun 30, 26	--	0.05%
DHJJ Financial Advisors, Ltd.	1.75K	Jun 30, 26	-29	0.05%
HOWE & RUSLING INC	1.71K	Jun 30, 26	--	0.05%
CX Institutional	1.32K	Jun 30, 26	-6.00K	0.04%
BlackRock, Inc.	1.19K	Jun 30, 26	-215	0.03%
AMERIFLEX GROUP, INC.	1.07K	Jun 30, 26	-20	0.03%
City State Bank	1.00K	Jun 30, 26	--	0.03%
NBC SECURITIES, INC.	941	Jun 30, 26	-84	0.03%
CoreCap Advisors, LLC	844	Jun 30, 26	--	0.02%
Founders Financial Alliance, LLC	726	Jun 30, 26	+3	0.02%
Hilton Head Capital Partners, LLC	410	Jun 30, 26	--	0.01%
Larson Financial Group LLC	285	Jun 30, 26	--	0.01%
IFG Advisory, LLC	280	Jun 30, 26	+280	0.01%
SIGNATUREFD, LLC	274	Jun 30, 26	--	0.01%
AE Wealth Management LLC	272	Jun 30, 26	--	0.01%
Capital Investment Advisory Services, LLC	253	Jun 30, 26	+1	0.01%
Physician Wealth Advisors, Inc.	241	Jun 30, 26	--	0.01%
MCF Advisors LLC	240	Jun 30, 26	--	0.01%
RMG Wealth Management LLC	232	Jun 30, 26	--	0.01%
Winch Advisory Services, LLC	224	Jun 30, 26	+1	0.01%
MERCER GLOBAL ADVISORS INC /ADV	200	Jun 30, 26	+200	0.01%
AlphaCore Capital LLC	192	Jun 30, 26	--	0.01%
Pinnacle Wealth Planning Services, Inc.	154	Jun 30, 26	--	0.00%
SRS Capital Advisors, Inc.	149	Jun 30, 26	--	0.00%
Topsail Wealth Management, LLC	135	Jun 30, 26	--	0.00%
Allworth Financial LP	126	Jun 30, 26	+1	0.00%
COMPASS FINANCIAL MANAGEMENT LLC	125	Jun 30, 26	+125	0.00%
Park Square Financial Group, LLC	119	Jun 30, 26	--	0.00%
BLAIR WILLIAM & CO/IL	100	Jun 30, 26	--	0.00%
ASSETMARK, INC	83	Jun 30, 26	--	0.00%
DiNuzzo Private Wealth, Inc.	76	Jun 30, 26	--	0.00%
Medallion Wealth Advisors, LLC	65	Jun 30, 26	--	0.00%
Integrated Wealth Concepts LLC	57	Jun 30, 26	+57	0.00%
High Note Wealth, LLC	49	Jun 30, 26	--	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	41	Jun 30, 26	-1.09K	0.00%
Key Capital Management, INC	29	Jun 30, 26	+29	0.00%
AdvisorNet Financial, Inc	28	Jun 30, 26	--	0.00%
Elevated Capital Advisors, LLC	4	Jun 30, 26	--	0.00%
HHM Wealth Advisors, LLC	4	Jun 30, 26	+4	0.00%
Founders Capital Management	3	Jun 30, 26	--	0.00%
Capital Advisor Network LLC	3	Jun 30, 26	--	0.00%
Main Street Group, LTD	1	Jun 30, 26	-171	0.00%
Advisory Services Network, LLC	--	Jun 30, 26	-60	--
US BANCORP \DE\	--	Jun 30, 26	-1.00K	--
MAI Capital Management	--	Jun 30, 26	-1.59K	--
TWIN PEAKS WEALTH ADVISORS, LLC	--	Jun 30, 26	-1	--
Western Wealth Management, LLC	--	Jun 30, 26	-2.77K	--
Ronald Blue Trust, Inc.	--	Jun 30, 26	-163	--
NAVELLIER & ASSOCIATES INC	--	Jun 30, 26	-20.34K	--
CREATIVE FINANCIAL DESIGNS INC /ADV	--	Jun 30, 26	-245	--
CITADEL ADVISORS LLC	--	Jun 30, 26	-22.57K	--
Merkkuri Wealth Advisors LLC	--	Jun 30, 26	-41	--
Milestones Private Investment Advisors LLC	--	Jun 30, 26	-58.09K	--
Russell Investments Group, Ltd.	--	Jun 30, 26	-20	--
Princeton Global Asset Management LLC	--	Jun 30, 26	-20	--
Tower Research Capital LLC (TRC)	--	Jun 30, 26	-3.79K	--
IHT Wealth Management, LLC	--	Jun 30, 26	-5.48K	--
FLOW TRADERS U.S. LLC	--	Jun 30, 26	-4.00K	--
Sound Income Strategies, LLC	--	Jun 30, 26	-3.07K	--
FAS Wealth Partners, Inc.	--	Jun 30, 26	-236	--
RAYMOND JAMES FINANCIAL INC	82.95K	Mar 31, 26	-11.88K	2.38%
ENVESTNET ASSET MANAGEMENT INC	29.15K	Mar 31, 26	+3.51K	0.84%
Rockefeller Capital Management L.P.	27.82K	Mar 31, 26	+2.07K	0.80%
Proactive Wealth Strategies LLC	17.26K	Mar 31, 26	+8.59K	0.49%
Schrum Private Wealth Management LLC	14.95K	Mar 31, 26	--	0.43%
GREAT VALLEY ADVISOR GROUP, INC.	5.17K	Mar 31, 26	-1	0.15%
Spire Wealth Management	4.47K	Mar 31, 26	--	0.13%
FLOW TRADERS U.S. LLC	4.00K	Mar 31, 26	+4.00K	0.11%
Cornerstone Wealth Management, LLC	3.61K	Mar 31, 26	+2	0.10%
Sound Income Strategies, LLC	3.07K	Mar 31, 26	-309	0.09%
JONES FINANCIAL COMPANIES LLLP	2.66K	Mar 31, 26	+170	0.08%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	2.09K	Mar 31, 26	-38	0.06%
HOWE & RUSLING INC	1.71K	Mar 31, 26	--	0.05%
CWM, LLC	1.53K	Mar 31, 26	-1.99K	0.04%
Capital Investment Advisory Services, LLC	252	Mar 31, 26	--	0.01%
CREATIVE FINANCIAL DESIGNS INC /ADV	245	Mar 31, 26	+1	0.01%
AlphaCore Capital LLC	192	Mar 31, 26	--	0.01%
ASSETMARK, INC	83	Mar 31, 26	-12	0.00%
High Note Wealth, LLC	49	Mar 31, 26	--	0.00%
TWIN PEAKS WEALTH ADVISORS, LLC	1	Mar 31, 26	+1	0.00%
GRIMES & COMPANY, INC.	--	Mar 31, 26	-30.36K	--
COMERICA BANK	2.99K	Dec 31, 25	--	0.09%
MGB Wealth Management, LLC	555	Dec 31, 25	--	0.02%
Moloney Securities Asset Management, LLC	--	Sep 30, 25	-6.02K	--
Atria Wealth Solutions, Inc.	8.33K	Jun 30, 25	-295	0.24%
First Horizon Advisors, Inc.	542	Jun 30, 25	--	0.02%
Semmax Financial Advisors Inc.	150	Jun 30, 25	+150	0.00%
Aveo Capital Partners, LLC	--	Mar 31, 25	-3.96K	--
Maxwell Wealth Strategies Inc.	32.98K	Dec 31, 24	-383	0.95%
SignalPoint Asset Management, LLC	9.56K	Dec 31, 24	+1	0.27%
RAYMOND JAMES & ASSOCIATES	134.38K	Sep 30, 24	+9.52K	3.85%
Raymond James Financial Services Advisors, Inc.	36.43K	Sep 30, 24	-118	1.04%
BENJAMIN F. EDWARDS & COMPANY, INC.	22.00K	Jun 30, 24	-570	0.63%
BlackRock Inc.	274	Jun 30, 24	--	0.01%
ICA Group Wealth Management, LLC	--	Jun 30, 24	-704	--
Cetera Advisor Networks LLC	51.51K	Mar 31, 24	-19.71K	1.48%
Coppell Advisory Solutions Corp.	33.57K	Mar 31, 24	+33.57K	0.96%
Cetera Advisors LLC	5.74K	Mar 31, 24	+5.74K	0.16%
J Arnold Wealth Management Co	37.48K	Dec 31, 23	-972.75K	1.07%
StrategIQ Financial Group, LLC	11.43K	Dec 31, 23	-992	0.33%
DB Wealth Management Group, LLC	2.97K	Dec 31, 23	-1.05K	0.09%
Baystate Wealth Management LLC	35	Dec 31, 23	--	0.00%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	5.69K	Sep 30, 23	+650	0.16%
Claraphi Advisory Network, LLC	11.24K	Dec 31, 22	+5.42K	0.32%
American Portfolios Advisors	16.05K	Sep 30, 22	+911	0.46%
FourThought Financial, LLC	470	Sep 30, 22	--	0.01%
Strategic Asset Management, LLC	100	Sep 30, 22	--	0.00%
Pinnacle Private Wealth, LLC	3.63K	Jun 30, 22	+45	0.10%
STRATEGIC WEALTH MANAGEMENT INC	89.93K	Dec 31, 21	--	2.58%
NEXT Financial Group, Inc	1.14K	Dec 31, 21	-14	0.03%
Carroll Financial Associates, Inc.	659	Dec 31, 21	--	0.02%
Hochman Cole Investment Advisors, Inc.	7.41K	Sep 30, 21	--	0.21%
Ameritas Investment Company, LLC	3.96K	Sep 30, 21	-351	0.11%
Winslow, Evans & Crocker, Inc.	510	Dec 31, 20	+415	0.01%
First Allied Advisory Services, Inc.	16.16K	Sep 30, 20	+164	0.46%
LifePlan Financial Group, Inc	62	Sep 30, 20	--	0.00%
Advisor Group, Inc.	60.47K	Dec 31, 19	-150	1.73%
CAPITAL ONE, NATIONAL ASSOCIATION	58.18K	Dec 31, 19	+58.18K	1.67%
LADENBURG THALMANN FINANCIAL SERVICES INC.	12.70K	Dec 31, 19	-1.08K	0.36%
Shamrock Asset Management LLC	64.72K	Sep 30, 19	-5.86K	1.85%
BB&T SECURITIES, LLC	21.94K	Sep 30, 19	-2.88K	0.63%
SUNTRUST BANKS INC	4.95K	Sep 30, 19	+329	0.14%
ADVANTAGE INVESTMENT MANAGEMENT, LLC	600	Sep 30, 19	-188	0.02%
NEXT Financial Holdings	127	Mar 31, 19	+127	0.00%
IFC Holdings Incorporated/FL	10.82K	Dec 31, 17	+533	0.31%
SII INVESTMENTS INC/WI	4.20K	Dec 31, 17	-18.97K	0.12%
WealthShield, LLC	1.18K	Dec 31, 17	+1.18K	0.03%
NATIONAL PLANNING CORP	--	Dec 31, 17	-4.89K	--
Commonwealth Equity Services, Inc	104.64K	Jun 30, 17	-4.31K	3.00%
Virtu KCG Holdings LLC	25.58K	Jun 30, 17	-9.87K	0.73%
WFG Advisors, LP	5.61K	Jun 30, 17	-20	0.16%
ARXIS SECURITIES LLC	10.86K	Mar 31, 17	+10.86K	0.31%
LBA Wealth Management, LLC	81	Mar 31, 17	--	0.00%
MSI Financial Services Inc	90.04K	Dec 31, 16	-629.37K	2.58%
Argentus Capital Management, LLC	--	Dec 31, 16	-10.09K	--
VSR Financial Services, Inc.	49.72K	Jun 30, 16	-8.49K	1.43%
Investors Capital Advisory Services	13.61K	Jun 30, 16	-1.97K	0.39%
Hoxton Financial, Inc.	394.21K	Mar 31, 16	+136.75K	11.30%
Gupta Wealth Management LLC	35	Mar 31, 16	--	0.00%
Aris Wealth Services, Inc.	447	Sep 30, 15	--	0.01%
MANAGED ACCOUNT ADVISORS LLC	50.43K	Jun 30, 15	+29.83K	1.45%
BAIRD ROBERT W & CO INC /WI/	142.89K	Mar 31, 15	+28.14K	4.10%
STERNE AGEE GROUP, INC.	64.77K	Mar 31, 15	-787	1.86%
Placemark Investments, Inc.	396.75K	Dec 31, 14	+66.75K	11.37%
NEW ENGLAND SECURITIES CORP /MA/	18.32K	Dec 31, 14	-42.04K	0.52%
UBS AG	1.30M	Sep 30, 14	-201.54K	37.34%
COMMUNITY BANK SYSTEM, INC.	--	Sep 30, 14	-220	--
TOWER TRUST Co	89.19K	Mar 31, 14	+1.16K	2.56%
STIFEL NICOLAUS & CO INC \MO\	125.38K	Sep 30, 13	+17.07K	3.59%
KNIGHT CAPITAL GROUP LLC	21.23K	Jun 30, 13	+5.95K	0.61%
First Allied Securities, Inc.	24.25K	Jun 30, 12	+13.46K	0.70%
NOLLENBERGER CAPITAL PARTNERS INC	458	Dec 31, 10	--	0.01%

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Holder

Date

Change

% Held

LPL Financial LLC

297.90K

Jun 30, 26

+29.27K

8.54%

MORGAN STANLEY

193.41K

Jun 30, 26

-28.84K

5.54%

WELLS FARGO & COMPANY/MN

164.66K

Jun 30, 26

-3.28K

4.72%

Independent Advisor Alliance

101.27K

Jun 30, 26

-21.63K

2.90%

ADVISOR GROUP HOLDINGS, INC.

92.47K

Jun 30, 26

+21.24K

2.65%

RAYMOND JAMES FINANCIAL INC

84.34K

Jun 30, 26

+1.39K

2.42%

STIFEL FINANCIAL CORP

67.38K

Jun 30, 26

+18.65K

1.93%

ROYAL BANK OF CANADA

59.81K

Jun 30, 26

-1.18K

1.71%

BANK OF AMERICA CORP /DE/

58.75K

Jun 30, 26

-2.49K

1.68%

COMMONWEALTH EQUITY SERVICES, LLC

57.85K

Jun 30, 26

-9.14K

1.66%

CITIGROUP INC

43.29K

Jun 30, 26

+899

1.24%

UBS Group AG

42.11K

Jun 30, 26

+5.27K

1.21%

Cedrus Wealth Group LLC

35.81K

Jun 30, 26

+35.81K

1.03%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

33.30K

Jun 30, 26

+708

0.95%

Rockefeller Capital Management L.P.

29.82K

Jun 30, 26

+2.00K

0.85%

PGIM Custom Harvest LLC

28.27K

Jun 30, 26

0.81%

Janney Montgomery Scott LLC

25.61K

Jun 30, 26

-2.22K

0.73%

GOLDMAN SACHS GROUP INC

23.50K

Jun 30, 26

-3.84K

0.67%

ENVESTNET ASSET MANAGEMENT INC

22.59K

Jun 30, 26

-6.56K

0.65%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

20.96K

Jun 30, 26

-4.54K

0.60%

Cambridge Investment Research Advisors, Inc.

20.89K

Jun 30, 26

+5.89K

0.60%

Proactive Wealth Strategies LLC

17.18K

Jun 30, 26

-76

0.49%

Regal Investment Advisors LLC

16.65K

Jun 30, 26

-585

0.48%

Cetera Investment Advisers

16.42K

Jun 30, 26

-12.40K

0.47%

TRUIST FINANCIAL CORP

15.85K

Jun 30, 26

+84

0.45%

HARBOUR INVESTMENTS, INC.

14.95K

Jun 30, 26

-166

0.43%

JPMORGAN CHASE & CO

14.64K

Jun 30, 26

+240

0.42%

Schrum Private Wealth Management LLC

13.84K

Jun 30, 26

-1.11K

0.40%

Kestra Advisory Services, LLC

12.21K

Jun 30, 26

+204

0.35%

Worthington Financial Partners, LLC

9.93K

Jun 30, 26

+244

0.28%

HRT FINANCIAL LP

9.54K

Jun 30, 26

+9.54K

0.27%

Farther Finance Advisors, LLC

9.13K

Jun 30, 26

-5.38K

0.26%

Stratos Wealth Partners, LTD.

8.95K

Jun 30, 26

-414

0.26%

Private Advisor Group, LLC

8.93K

Jun 30, 26

+312

0.26%

Meridian Wealth Management, LLC

8.64K

Jun 30, 26

-1.38K

0.25%

PACIFIC SUN FINANCIAL CORP

8.56K

Jun 30, 26

-1.66K

0.25%

Waverly Advisors, LLC

8.54K

Jun 30, 26

0.24%

Trueblood Wealth Management, LLC

8.43K

Jun 30, 26

0.24%

Creative Planning

7.51K

Jun 30, 26

-4.26K

0.22%

Steward Partners Investment Advisory, LLC

7.31K

Jun 30, 26

-210

0.21%

HighTower Advisors, LLC

7.04K

Jun 30, 26

+103

0.20%

GTS SECURITIES LLC

6.87K

Jun 30, 26

-4.14K

0.20%

Keating Financial Advisory Services, Inc.

6.85K

Jun 30, 26

-543

0.20%

TWO SIGMA INVESTMENTS, LP

6.40K

Jun 30, 26

-8.60K

0.18%

RPg Family Wealth Advisory, LLC

6.35K

Jun 30, 26

+1.02K

0.18%

Risk Paradigm Group, LLC

6.20K

Jun 30, 26

+1.02K

0.18%

MML INVESTORS SERVICES, LLC

6.07K

Jun 30, 26

+6.07K

0.17%

Belpointe Asset Management LLC

5.49K

Jun 30, 26

0.16%

Summit Financial, LLC

5.45K

Jun 30, 26

+615

0.16%

GREAT VALLEY ADVISOR GROUP, INC.

5.14K

Jun 30, 26

-27

0.15%

Ameritas Advisory Services, LLC

4.90K

Jun 30, 26

+4.90K

0.14%

Nova Wealth Management, Inc.

4.67K

Jun 30, 26

-606

0.13%

MGO ONE SEVEN LLC

4.51K

Jun 30, 26

+4.51K

0.13%

Spire Wealth Management

4.47K

Jun 30, 26

0.13%

Madden Advisory Services, Inc.

4.43K

Jun 30, 26

-111

0.13%

Gotham Asset Management, LLC

4.36K

Jun 30, 26

0.12%

Global View Capital Management LLC

3.68K

Jun 30, 26

-577

0.11%

Cornerstone Wealth Management, LLC

3.61K

Jun 30, 26

0.10%

Stonebridge Financial Planning Group, LLC

3.60K

Jun 30, 26

-150

0.10%

JONES FINANCIAL COMPANIES LLLP

3.28K

Jun 30, 26

+627

0.09%

FIFTH THIRD BANCORP

2.32K

Jun 30, 26

-679

0.07%

FMR LLC

2.11K

Jun 30, 26

+234

0.06%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

2.11K

Jun 30, 26

+17

0.06%

Geneos Wealth Management Inc.

2.10K

Jun 30, 26

0.06%

NewEdge Advisors, LLC

2.06K

Jun 30, 26

-257

0.06%

PNC FINANCIAL SERVICES GROUP, INC.

2.03K

Jun 30, 26

0.06%

Global Retirement Partners, LLC

1.89K

Jun 30, 26

+1.89K

0.05%

BELLEVUE ASSET MANAGEMENT, LLC

1.84K

Jun 30, 26

0.05%

DHJJ Financial Advisors, Ltd.

1.75K

Jun 30, 26

-29

0.05%

HOWE & RUSLING INC

1.71K

Jun 30, 26

0.05%

CX Institutional

1.32K

Jun 30, 26

-6.00K

0.04%

BlackRock, Inc.

1.19K

Jun 30, 26

-215

0.03%

AMERIFLEX GROUP, INC.

1.07K

Jun 30, 26

-20

0.03%

City State Bank

1.00K

Jun 30, 26

0.03%

NBC SECURITIES, INC.

941

Jun 30, 26

-84

0.03%

CoreCap Advisors, LLC

844

Jun 30, 26

0.02%

Founders Financial Alliance, LLC

726

Jun 30, 26

0.02%

Hilton Head Capital Partners, LLC

410

Jun 30, 26

0.01%

Larson Financial Group LLC

285

Jun 30, 26

0.01%

IFG Advisory, LLC

280

Jun 30, 26

+280

0.01%

SIGNATUREFD, LLC

274

Jun 30, 26

0.01%

AE Wealth Management LLC

272

Jun 30, 26

0.01%

Capital Investment Advisory Services, LLC

253

Jun 30, 26

0.01%

Physician Wealth Advisors, Inc.

241

Jun 30, 26

0.01%

MCF Advisors LLC

240

Jun 30, 26

0.01%

RMG Wealth Management LLC

232

Jun 30, 26

0.01%

Winch Advisory Services, LLC

224

Jun 30, 26

0.01%

MERCER GLOBAL ADVISORS INC /ADV

200

Jun 30, 26

+200

0.01%

AlphaCore Capital LLC

192

Jun 30, 26

0.01%

Pinnacle Wealth Planning Services, Inc.

154

Jun 30, 26

0.00%

SRS Capital Advisors, Inc.

149

Jun 30, 26

0.00%

Topsail Wealth Management, LLC

135

Jun 30, 26

0.00%

Allworth Financial LP

126

Jun 30, 26

0.00%

COMPASS FINANCIAL MANAGEMENT LLC

125

Jun 30, 26

+125

0.00%

Park Square Financial Group, LLC

119

Jun 30, 26

0.00%

BLAIR WILLIAM & CO/IL

100

Jun 30, 26

0.00%

ASSETMARK, INC

Jun 30, 26

0.00%

DiNuzzo Private Wealth, Inc.

Jun 30, 26

0.00%

Medallion Wealth Advisors, LLC

Jun 30, 26

0.00%

Integrated Wealth Concepts LLC

Jun 30, 26

+57

0.00%

High Note Wealth, LLC

Jun 30, 26

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

Jun 30, 26

-1.09K

0.00%

Key Capital Management, INC

Jun 30, 26

+29

0.00%

AdvisorNet Financial, Inc

Jun 30, 26

0.00%

Elevated Capital Advisors, LLC

Jun 30, 26

0.00%

HHM Wealth Advisors, LLC

Jun 30, 26

0.00%

Founders Capital Management

Jun 30, 26

0.00%

Capital Advisor Network LLC

Jun 30, 26

0.00%

Main Street Group, LTD

Jun 30, 26

-171

0.00%

Advisory Services Network, LLC

Jun 30, 26

-60

US BANCORP \DE\

Jun 30, 26

-1.00K

MAI Capital Management

Jun 30, 26

-1.59K

TWIN PEAKS WEALTH ADVISORS, LLC

Jun 30, 26

-1

Western Wealth Management, LLC

Jun 30, 26

-2.77K

Ronald Blue Trust, Inc.

Jun 30, 26

-163

NAVELLIER & ASSOCIATES INC

Jun 30, 26

-20.34K

CREATIVE FINANCIAL DESIGNS INC /ADV

Jun 30, 26

-245

CITADEL ADVISORS LLC

Jun 30, 26

-22.57K

Merkkuri Wealth Advisors LLC

Jun 30, 26

-41

Milestones Private Investment Advisors LLC

Jun 30, 26

-58.09K

Russell Investments Group, Ltd.

Jun 30, 26

-20

Princeton Global Asset Management LLC

Jun 30, 26

-20

Tower Research Capital LLC (TRC)

Jun 30, 26

-3.79K

IHT Wealth Management, LLC

Jun 30, 26

-5.48K

FLOW TRADERS U.S. LLC

Jun 30, 26

-4.00K

Sound Income Strategies, LLC

Jun 30, 26

-3.07K

FAS Wealth Partners, Inc.

Jun 30, 26

-236

RAYMOND JAMES FINANCIAL INC

82.95K

Mar 31, 26

-11.88K

2.38%

ENVESTNET ASSET MANAGEMENT INC

29.15K

Mar 31, 26

+3.51K

0.84%

Rockefeller Capital Management L.P.

27.82K

Mar 31, 26

+2.07K

0.80%

Proactive Wealth Strategies LLC

17.26K

Mar 31, 26

+8.59K

0.49%

Schrum Private Wealth Management LLC

14.95K

Mar 31, 26

0.43%

GREAT VALLEY ADVISOR GROUP, INC.

5.17K

Mar 31, 26

-1

0.15%

Spire Wealth Management

4.47K

Mar 31, 26

0.13%

FLOW TRADERS U.S. LLC

4.00K

Mar 31, 26

+4.00K

0.11%

Cornerstone Wealth Management, LLC

3.61K

Mar 31, 26

0.10%

Sound Income Strategies, LLC

3.07K

Mar 31, 26

-309

0.09%

JONES FINANCIAL COMPANIES LLLP

2.66K

Mar 31, 26

+170

0.08%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

2.09K

Mar 31, 26

-38

0.06%

HOWE & RUSLING INC

1.71K

Mar 31, 26

0.05%

CWM, LLC

1.53K

Mar 31, 26

-1.99K

0.04%

Capital Investment Advisory Services, LLC

252

Mar 31, 26

0.01%

CREATIVE FINANCIAL DESIGNS INC /ADV

245

Mar 31, 26

0.01%

AlphaCore Capital LLC

192

Mar 31, 26

0.01%

ASSETMARK, INC

Mar 31, 26

-12

0.00%

High Note Wealth, LLC

Mar 31, 26

0.00%

TWIN PEAKS WEALTH ADVISORS, LLC

Mar 31, 26

0.00%

GRIMES & COMPANY, INC.

Mar 31, 26

-30.36K

COMERICA BANK

2.99K

Dec 31, 25

0.09%

MGB Wealth Management, LLC

555

Dec 31, 25

0.02%

Moloney Securities Asset Management, LLC

Sep 30, 25

-6.02K

Atria Wealth Solutions, Inc.

8.33K

Jun 30, 25

-295

0.24%

First Horizon Advisors, Inc.

542

Jun 30, 25

0.02%

Semmax Financial Advisors Inc.

150

Jun 30, 25

+150

0.00%

Aveo Capital Partners, LLC

Mar 31, 25

-3.96K

Maxwell Wealth Strategies Inc.

32.98K

Dec 31, 24

-383

0.95%

SignalPoint Asset Management, LLC

9.56K

Dec 31, 24

0.27%

RAYMOND JAMES & ASSOCIATES

134.38K

Sep 30, 24

+9.52K

3.85%

Raymond James Financial Services Advisors, Inc.

36.43K

Sep 30, 24

-118

1.04%

BENJAMIN F. EDWARDS & COMPANY, INC.

22.00K

Jun 30, 24

-570

0.63%

BlackRock Inc.

274

Jun 30, 24

0.01%

ICA Group Wealth Management, LLC

Jun 30, 24

-704

Cetera Advisor Networks LLC

51.51K

Mar 31, 24

-19.71K

1.48%

Coppell Advisory Solutions Corp.

33.57K

Mar 31, 24

+33.57K

0.96%

Cetera Advisors LLC

5.74K

Mar 31, 24

+5.74K

0.16%

J Arnold Wealth Management Co

37.48K

Dec 31, 23

-972.75K

1.07%

StrategIQ Financial Group, LLC

11.43K

Dec 31, 23

-992

0.33%

DB Wealth Management Group, LLC

2.97K

Dec 31, 23

-1.05K

0.09%

Baystate Wealth Management LLC

Dec 31, 23

0.00%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

5.69K

Sep 30, 23

+650

0.16%

Claraphi Advisory Network, LLC

11.24K

Dec 31, 22

+5.42K

0.32%

American Portfolios Advisors

16.05K

Sep 30, 22

+911

0.46%

FourThought Financial, LLC

470

Sep 30, 22

0.01%

Strategic Asset Management, LLC

100

Sep 30, 22

0.00%

Pinnacle Private Wealth, LLC

3.63K

Jun 30, 22

+45

0.10%

STRATEGIC WEALTH MANAGEMENT INC

89.93K

Dec 31, 21

2.58%

NEXT Financial Group, Inc

1.14K

Dec 31, 21

-14

0.03%

Carroll Financial Associates, Inc.

659

Dec 31, 21

0.02%

Hochman Cole Investment Advisors, Inc.

7.41K

Sep 30, 21

0.21%

Ameritas Investment Company, LLC

3.96K

Sep 30, 21

-351

0.11%

Winslow, Evans & Crocker, Inc.

510

Dec 31, 20

+415

0.01%

First Allied Advisory Services, Inc.

16.16K

Sep 30, 20

+164

0.46%

LifePlan Financial Group, Inc

Sep 30, 20

0.00%

Advisor Group, Inc.

60.47K

Dec 31, 19

-150

1.73%

CAPITAL ONE, NATIONAL ASSOCIATION

58.18K

Dec 31, 19

+58.18K

1.67%

LADENBURG THALMANN FINANCIAL SERVICES INC.

12.70K

Dec 31, 19

-1.08K

0.36%

Shamrock Asset Management LLC

64.72K

Sep 30, 19

-5.86K

1.85%

BB&T SECURITIES, LLC

21.94K

Sep 30, 19

-2.88K

0.63%

SUNTRUST BANKS INC

4.95K

Sep 30, 19

+329

0.14%

ADVANTAGE INVESTMENT MANAGEMENT, LLC

600

Sep 30, 19

-188

0.02%

NEXT Financial Holdings

127

Mar 31, 19

+127

0.00%

IFC Holdings Incorporated/FL

10.82K

Dec 31, 17

+533

0.31%

SII INVESTMENTS INC/WI

4.20K

Dec 31, 17

-18.97K

0.12%

WealthShield, LLC

1.18K

Dec 31, 17

+1.18K

0.03%

NATIONAL PLANNING CORP

Dec 31, 17

-4.89K

Commonwealth Equity Services, Inc

104.64K

Jun 30, 17

-4.31K

3.00%

Virtu KCG Holdings LLC

25.58K

Jun 30, 17

-9.87K

0.73%

WFG Advisors, LP

5.61K

Jun 30, 17

-20

0.16%

ARXIS SECURITIES LLC

10.86K

Mar 31, 17

+10.86K

0.31%

LBA Wealth Management, LLC

Mar 31, 17

0.00%

MSI Financial Services Inc

90.04K

Dec 31, 16

-629.37K

2.58%

Argentus Capital Management, LLC

Dec 31, 16

-10.09K

VSR Financial Services, Inc.

49.72K

Jun 30, 16

-8.49K

1.43%

Investors Capital Advisory Services

13.61K

Jun 30, 16

-1.97K

0.39%

Hoxton Financial, Inc.

394.21K

Mar 31, 16

+136.75K

11.30%

Gupta Wealth Management LLC

Mar 31, 16

0.00%

Aris Wealth Services, Inc.

447

Sep 30, 15

0.01%

MANAGED ACCOUNT ADVISORS LLC

50.43K

Jun 30, 15

+29.83K

1.45%

BAIRD ROBERT W & CO INC /WI/

142.89K

Mar 31, 15

+28.14K

4.10%

STERNE AGEE GROUP, INC.

64.77K

Mar 31, 15

-787

1.86%

Placemark Investments, Inc.

396.75K

Dec 31, 14

+66.75K

11.37%

NEW ENGLAND SECURITIES CORP /MA/

18.32K

Dec 31, 14

-42.04K

0.52%

UBS AG

1.30M

Sep 30, 14

-201.54K

37.34%

COMMUNITY BANK SYSTEM, INC.

Sep 30, 14

-220

TOWER TRUST Co

89.19K

Mar 31, 14

+1.16K

2.56%

STIFEL NICOLAUS & CO INC \MO\

125.38K

Sep 30, 13

+17.07K

3.59%

KNIGHT CAPITAL GROUP LLC

21.23K

Jun 30, 13

+5.95K

0.61%

First Allied Securities, Inc.

24.25K

Jun 30, 12

+13.46K

0.70%

NOLLENBERGER CAPITAL PARTNERS INC

458

Dec 31, 10

0.01%