First Trust Small Cap Growth Fund(FYC)

$122.37—

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First Trust Small Cap Growth Fund(FYC)

NASDAQ

$122.37—

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FYC(FYC)

FYC

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

Institutional Ownership

Top 182 Institutional Holders

Holder	Shares	Date	Change	% Held
LPL Financial LLC	1.36M	Mar 31, 26	+176.65K	13.27%
RAYMOND JAMES FINANCIAL INC	544.96K	Mar 31, 26	+106.08K	5.32%
WELLS FARGO & COMPANY/MN	443.57K	Mar 31, 26	+79.90K	4.33%
MORGAN STANLEY	394.55K	Mar 31, 26	+101.25K	3.85%
Cetera Investment Advisers	289.68K	Mar 31, 26	+34.68K	2.83%
BANK OF AMERICA CORP /DE/	244.27K	Mar 31, 26	+42.75K	2.38%
STIFEL FINANCIAL CORP	196.61K	Mar 31, 26	+176.09K	1.92%
ENVESTNET ASSET MANAGEMENT INC	185.43K	Mar 31, 26	+26.33K	1.81%
UBS Group AG	174.61K	Mar 31, 26	+90.36K	1.70%
ROYAL BANK OF CANADA	171.14K	Mar 31, 26	+7.18K	1.67%
ECLECTIC ASSOCIATES INC /ADV	159.24K	Mar 31, 26	+5.33K	1.55%
Richmond Investment Services, LLC	146.94K	Mar 31, 26	+3.86K	1.43%
ADVISOR GROUP HOLDINGS, INC.	102.49K	Mar 31, 26	+9.35K	1.00%
NEW WAVE WEALTH ADVISORS LLC	101.46K	Mar 31, 26	-6.89K	0.99%
Concurrent Investment Advisors, LLC	100.38K	Mar 31, 26	+1.10K	0.98%
PNC FINANCIAL SERVICES GROUP, INC.	92.52K	Mar 31, 26	+15.75K	0.90%
Cambridge Investment Research Advisors, Inc.	91.31K	Mar 31, 26	+9.46K	0.89%
MML INVESTORS SERVICES, LLC	87.74K	Mar 31, 26	+21.03K	0.86%
IFP Advisors, Inc	86.85K	Mar 31, 26	-1.97K	0.85%
Bedel Financial Consulting, Inc.	77.17K	Mar 31, 26	+2.73K	0.75%
Baird Financial Group, Inc.	72.92K	Mar 31, 26	+54.76K	0.71%
TWO SIGMA INVESTMENTS, LP	67.70K	Mar 31, 26	+67.70K	0.66%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	60.86K	Mar 31, 26	+17.54K	0.59%
Equitable Holdings, Inc.	57.51K	Mar 31, 26	+1.64K	0.56%
Janney Montgomery Scott LLC	53.09K	Mar 31, 26	+8.05K	0.52%
JONES FINANCIAL COMPANIES LLLP	51.19K	Mar 31, 26	+21.66K	0.50%
Integrated Wealth Concepts LLC	49.51K	Mar 31, 26	+1.77K	0.48%
COMMONWEALTH EQUITY SERVICES, LLC	46.09K	Mar 31, 26	+7.12K	0.45%
Kingsview Wealth Management, LLC	43.47K	Mar 31, 26	-1.04K	0.42%
GREENUP STREET WEALTH MANAGEMENT LLC	40.52K	Mar 31, 26	+11	0.40%
Steward Partners Investment Advisory, LLC	37.33K	Mar 31, 26	+16.69K	0.36%
WILEY BROS.-AINTREE CAPITAL, LLC	35.89K	Mar 31, 26	+21.67K	0.35%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	27.46K	Mar 31, 26	+27.46K	0.27%
Private Advisor Group, LLC	27.08K	Mar 31, 26	+1.16K	0.26%
HARBOUR INVESTMENTS, INC.	25.70K	Mar 31, 26	+4.71K	0.25%
HFG Advisors, Inc.	23.13K	Mar 31, 26	+297	0.23%
Proactive Wealth Strategies LLC	21.81K	Mar 31, 26	+10.90K	0.21%
Geneos Wealth Management Inc.	20.55K	Mar 31, 26	+6.05K	0.20%
Kestra Advisory Services, LLC	20.13K	Mar 31, 26	+2.42K	0.20%
Certified Advisory Corp	19.64K	Mar 31, 26	+443	0.19%
Ameritas Investment Partners, Inc.	18.61K	Mar 31, 26	+8.03K	0.18%
Gateway Wealth Partners, LLC	17.97K	Mar 31, 26	+9.22K	0.18%
TRUIST FINANCIAL CORP	17.20K	Mar 31, 26	+3.58K	0.17%
US BANCORP \DE\	15.92K	Mar 31, 26	-4.40K	0.16%
MTM Investment Management, LLC	15.75K	Mar 31, 26	--	0.15%
Empirical Asset Management, LLC	15.28K	Mar 31, 26	-1.36K	0.15%
GOLDMAN SACHS GROUP INC	15.02K	Mar 31, 26	+15.02K	0.15%
Brookwood Investment Group LLC	13.89K	Mar 31, 26	+4.10K	0.14%
MONECO Advisors, LLC	13.38K	Mar 31, 26	-318	0.13%
CUSTOM INDEX SYSTEMS, LLC	13.13K	Mar 31, 26	-164	0.13%
CITADEL ADVISORS LLC	12.71K	Mar 31, 26	+12.71K	0.12%
Summit Financial, LLC	12.57K	Mar 31, 26	+12.57K	0.12%
MONEYWISE, INC.	11.99K	Mar 31, 26	-748	0.12%
Nova Wealth Management, Inc.	11.69K	Mar 31, 26	+3.13K	0.11%
Gladstone Institutional Advisory LLC	11.66K	Mar 31, 26	+11.66K	0.11%
Western Wealth Management, LLC	11.49K	Mar 31, 26	+511	0.11%
D.A. DAVIDSON & CO.	10.73K	Mar 31, 26	+10.73K	0.10%
OPPENHEIMER & CO INC	10.38K	Mar 31, 26	--	0.10%
FOUNDERS FINANCIAL SECURITIES LLC	9.79K	Mar 31, 26	-7.76K	0.10%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	9.67K	Mar 31, 26	+6.90K	0.09%
WILLNER & HELLER, LLC	9.22K	Mar 31, 26	+1.11K	0.09%
Strategic Equity Management	9.03K	Mar 31, 26	-347	0.09%
Sylvest Advisors, LLC	8.51K	Mar 31, 26	+105	0.08%
Tower Research Capital LLC (TRC)	8.38K	Mar 31, 26	+8.38K	0.08%
Betterment LLC	8.23K	Mar 31, 26	+8.23K	0.08%
Clear Point Advisors Inc.	7.75K	Mar 31, 26	+231	0.08%
Ashton Thomas Private Wealth, LLC	7.66K	Mar 31, 26	+3.76K	0.07%
Wedmont Private Capital	7.62K	Mar 31, 26	--	0.07%
Dunhill Financial, LLC	7.06K	Mar 31, 26	--	0.07%
Stratos Wealth Partners, LTD.	6.78K	Mar 31, 26	+294	0.07%
Stratos Wealth Advisors, LLC	6.77K	Mar 31, 26	+6.77K	0.07%
JANE STREET GROUP, LLC	6.61K	Mar 31, 26	-28.54K	0.06%
FIFTH THIRD BANCORP	6.15K	Mar 31, 26	+6.15K	0.06%
Independent Advisor Alliance	6.08K	Mar 31, 26	+6.08K	0.06%
WORLD EQUITY GROUP, INC.	5.97K	Mar 31, 26	-189	0.06%
BENJAMIN EDWARDS INC	5.23K	Mar 31, 26	+744	0.05%
Independent Wealth Network Inc.	4.90K	Mar 31, 26	-4.45K	0.05%
Prospera Financial Services Inc	4.82K	Mar 31, 26	-104	0.05%
MILLENNIUM MANAGEMENT LLC	4.73K	Mar 31, 26	+4.73K	0.05%
BARNES PETTEY FINANCIAL ADVISORS, LLC	4.61K	Mar 31, 26	+1.30K	0.05%
VISTA INVESTMENT PARTNERS II, LLC	4.55K	Mar 31, 26	-21.41K	0.04%
Belpointe Asset Management LLC	4.09K	Mar 31, 26	+174	0.04%
LexAurum Advisors, LLC	3.99K	Mar 31, 26	+3.99K	0.04%
STEPHENS INC /AR/	3.95K	Mar 31, 26	+605	0.04%
Waterfront Wealth Inc.	3.75K	Mar 31, 26	--	0.04%
Resources Investment Advisors, LLC.	3.75K	Mar 31, 26	+326	0.04%
KESTRA PRIVATE WEALTH SERVICES, LLC	3.59K	Mar 31, 26	-300	0.04%
THRIVENT FINANCIAL FOR LUTHERANS	3.51K	Mar 31, 26	-644	0.03%
TBH Global Asset Management, LLC	3.47K	Mar 31, 26	+3.47K	0.03%
Echo Wealth Management, LLC	3.44K	Mar 31, 26	-1.05K	0.03%
PFG Advisors	3.34K	Mar 31, 26	+169	0.03%
Cornerstone Wealth Management, LLC	3.21K	Mar 31, 26	--	0.03%
PRIVATE TRUST CO NA	3.12K	Mar 31, 26	+512	0.03%
Mariner, LLC	3.04K	Mar 31, 26	+220	0.03%
Pinnacle Bancorp, Inc.	2.83K	Mar 31, 26	--	0.03%
Wagner Wealth Management, LLC	2.72K	Mar 31, 26	--	0.03%
AMERIPRISE FINANCIAL INC	2.69K	Mar 31, 26	+2.69K	0.03%
Financial Partners Group, Inc	2.64K	Mar 31, 26	+2.64K	0.03%
Arkadios Wealth Advisors	2.61K	Mar 31, 26	+2.61K	0.03%
GREAT VALLEY ADVISOR GROUP, INC.	2.59K	Mar 31, 26	-5	0.03%
Plotkin Financial Advisors, LLC	2.58K	Mar 31, 26	--	0.03%
WEALTH EFFECTS LLC	2.56K	Mar 31, 26	+10	0.02%
KEYBANK NATIONAL ASSOCIATION/OH	2.50K	Mar 31, 26	--	0.02%
Capital Analysts, LLC	2.42K	Mar 31, 26	+1.57K	0.02%
CreativeOne Wealth, LLC	2.42K	Mar 31, 26	+2.42K	0.02%
Ameritas Advisory Services, LLC	2.41K	Mar 31, 26	+2.41K	0.02%
XML Financial, LLC	2.40K	Mar 31, 26	--	0.02%
MERCER GLOBAL ADVISORS INC /ADV	2.37K	Mar 31, 26	+2.37K	0.02%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	2.30K	Mar 31, 26	--	0.02%
IHT Wealth Management, LLC	2.27K	Mar 31, 26	+75	0.02%
PACIFIC SUN FINANCIAL CORP	2.22K	Mar 31, 26	--	0.02%
First Heartland Consultants, Inc.	2.19K	Mar 31, 26	+2.19K	0.02%
Advisor Resource Council	2.17K	Mar 31, 26	-2.50K	0.02%
Advisory Services Network, LLC	2.12K	Mar 31, 26	+24	0.02%
Founders Financial Alliance, LLC	2.08K	Mar 31, 26	+2.08K	0.02%
Sound Income Strategies, LLC	1.93K	Mar 31, 26	-2	0.02%
HAZLETT, BURT & WATSON, INC.	1.65K	Mar 31, 26	--	0.02%
Private Wealth Asset Management, LLC	1.08K	Mar 31, 26	--	0.01%
CWM, LLC	1.04K	Mar 31, 26	-66	0.01%
JPMORGAN CHASE & CO	825	Mar 31, 26	+381	0.01%
Key FInancial Inc	785	Mar 31, 26	--	0.01%
NewEdge Advisors, LLC	707	Mar 31, 26	-208	0.01%
BLAIR WILLIAM & CO/IL	700	Mar 31, 26	+375	0.01%
FMR LLC	644	Mar 31, 26	+59	0.01%
Farther Finance Advisors, LLC	580	Mar 31, 26	+558	0.01%
Tidemark, LLC	538	Mar 31, 26	+538	0.01%
Rockefeller Capital Management L.P.	508	Mar 31, 26	--	0.00%
CoreCap Advisors, LLC	489	Mar 31, 26	-496	0.00%
Golden State Wealth Management, LLC	323	Mar 31, 26	--	0.00%
Glass Jacobson Investment Advisors llc	258	Mar 31, 26	--	0.00%
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	239	Mar 31, 26	--	0.00%
CITY HOLDING CO	211	Mar 31, 26	--	0.00%
Colonial Trust Co / SC	196	Mar 31, 26	+196	0.00%
TWIN PEAKS WEALTH ADVISORS, LLC	194	Mar 31, 26	+194	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	192	Mar 31, 26	+192	0.00%
Archer Investment Corp	185	Mar 31, 26	+165	0.00%
Barnes Dennig Private Wealth Management LLC	161	Mar 31, 26	--	0.00%
Russell Investments Group, Ltd.	130	Mar 31, 26	--	0.00%
BANK OF MONTREAL /CAN/	128	Mar 31, 26	+128	0.00%
Transamerica Financial Advisors, Inc.	68	Mar 31, 26	-24	0.00%
CITIGROUP INC	65	Mar 31, 26	--	0.00%
SRS Capital Advisors, Inc.	44	Mar 31, 26	+18	0.00%
MARSHALL INVESTMENT MANAGEMENT, LLC	25	Mar 31, 26	+25	0.00%
SIGNATUREFD, LLC	12	Mar 31, 26	--	0.00%
FIRST TRUST ADVISORS LP	--	Mar 31, 26	-216.35K	--
Mutual Advisors, LLC	--	Mar 31, 26	-3.44K	--
Redhawk Wealth Advisors, Inc.	--	Mar 31, 26	-48.57K	--
Fulcrum Equity Management	--	Mar 31, 26	-3.27K	--
Ferguson Shapiro LLC	--	Mar 31, 26	-9.41K	--
OPTIMA CAPITAL LLC	--	Mar 31, 26	-122	--
Brinker Capital Investments, LLC	--	Mar 31, 26	-4.18K	--
Private Advisory Group LLC	--	Mar 31, 26	-9.56K	--
Pinnacle Wealth Planning Services, Inc.	--	Mar 31, 26	-134	--
Aptus Capital Advisors, LLC	--	Mar 31, 26	-2.14K	--
COMERICA BANK	5.92K	Dec 31, 25	+2.13K	0.06%
MGB Wealth Management, LLC	5.05K	Dec 31, 25	+5.05K	0.05%
Global Retirement Partners, LLC	1.19K	Dec 31, 25	+706	0.01%
Brueske Advisory Services, LLC	86.96K	Sep 30, 25	-2.85K	0.85%
SYNOVUS FINANCIAL CORP	3.08K	Sep 30, 25	-207	0.03%
Financial Advocates Investment Management	--	Sep 30, 25	-3.52K	--
Atria Wealth Solutions, Inc.	4.21K	Jun 30, 25	+409	0.04%
RAYMOND JAMES & ASSOCIATES	78.51K	Sep 30, 24	+26.95K	0.77%
Raymond James Financial Services Advisors, Inc.	61.73K	Sep 30, 24	+644	0.60%
BENJAMIN F. EDWARDS & COMPANY, INC.	52.55K	Jun 30, 24	+99	0.51%
Cetera Advisor Networks LLC	17.58K	Mar 31, 24	-8.13K	0.17%
Cetera Advisors LLC	4.54K	Mar 31, 24	+1.12K	0.04%
J Arnold Wealth Management Co	208.88K	Dec 31, 23	+10.69K	2.04%
BEDEL FINANCIAL CONSULTING INC	45.30K	Sep 30, 23	+45.30K	0.44%
Ten Capital Wealth Advisors, LLC	--	Jun 30, 23	-1.54K	--
Ahrens Investment Partners LLC	188	Mar 31, 23	+188	0.00%
American Portfolios Advisors	12.67K	Sep 30, 22	+12.67K	0.12%
NEXT Financial Group, Inc	--	Dec 31, 21	-9.33K	--
Winslow, Evans & Crocker, Inc.	150	Dec 31, 20	+150	0.00%
Lucia Wealth Services, LLC	51.03K	Sep 30, 20	-8.10K	0.50%
Advisor Group, Inc.	21.66K	Dec 31, 19	-706	0.21%
LADENBURG THALMANN FINANCIAL SERVICES INC.	10.39K	Dec 31, 19	-669	0.10%
NEXT Financial Holdings	40	Mar 31, 19	+40	0.00%
BB&T INVESTMENT SERVICES, INC.	299	Dec 31, 17	+299	0.00%
WFG Advisors, LP	6.80K	Jun 30, 17	-195	0.07%
MSI Financial Services Inc	332	Dec 31, 16	--	0.00%
SOCIETE GENERALE	27.63K	Jun 30, 16	+27.63K	0.27%
MANAGED ACCOUNT ADVISORS LLC	699	Jun 30, 15	--	0.01%

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Holder

Date

Change

% Held

LPL Financial LLC

1.36M

Mar 31, 26

+176.65K

13.27%

RAYMOND JAMES FINANCIAL INC

544.96K

Mar 31, 26

+106.08K

5.32%

WELLS FARGO & COMPANY/MN

443.57K

Mar 31, 26

+79.90K

4.33%

MORGAN STANLEY

394.55K

Mar 31, 26

+101.25K

3.85%

Cetera Investment Advisers

289.68K

Mar 31, 26

+34.68K

2.83%

BANK OF AMERICA CORP /DE/

244.27K

Mar 31, 26

+42.75K

2.38%

STIFEL FINANCIAL CORP

196.61K

Mar 31, 26

+176.09K

1.92%

ENVESTNET ASSET MANAGEMENT INC

185.43K

Mar 31, 26

+26.33K

1.81%

UBS Group AG

174.61K

Mar 31, 26

+90.36K

1.70%

ROYAL BANK OF CANADA

171.14K

Mar 31, 26

+7.18K

1.67%

ECLECTIC ASSOCIATES INC /ADV

159.24K

Mar 31, 26

+5.33K

1.55%

Richmond Investment Services, LLC

146.94K

Mar 31, 26

+3.86K

1.43%

ADVISOR GROUP HOLDINGS, INC.

102.49K

Mar 31, 26

+9.35K

1.00%

NEW WAVE WEALTH ADVISORS LLC

101.46K

Mar 31, 26

-6.89K

0.99%

Concurrent Investment Advisors, LLC

100.38K

Mar 31, 26

+1.10K

0.98%

PNC FINANCIAL SERVICES GROUP, INC.

92.52K

Mar 31, 26

+15.75K

0.90%

Cambridge Investment Research Advisors, Inc.

91.31K

Mar 31, 26

+9.46K

0.89%

MML INVESTORS SERVICES, LLC

87.74K

Mar 31, 26

+21.03K

0.86%

IFP Advisors, Inc

86.85K

Mar 31, 26

-1.97K

0.85%

Bedel Financial Consulting, Inc.

77.17K

Mar 31, 26

+2.73K

0.75%

Baird Financial Group, Inc.

72.92K

Mar 31, 26

+54.76K

0.71%

TWO SIGMA INVESTMENTS, LP

67.70K

Mar 31, 26

+67.70K

0.66%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

60.86K

Mar 31, 26

+17.54K

0.59%

Equitable Holdings, Inc.

57.51K

Mar 31, 26

+1.64K

0.56%

Janney Montgomery Scott LLC

53.09K

Mar 31, 26

+8.05K

0.52%

JONES FINANCIAL COMPANIES LLLP

51.19K

Mar 31, 26

+21.66K

0.50%

Integrated Wealth Concepts LLC

49.51K

Mar 31, 26

+1.77K

0.48%

COMMONWEALTH EQUITY SERVICES, LLC

46.09K

Mar 31, 26

+7.12K

0.45%

Kingsview Wealth Management, LLC

43.47K

Mar 31, 26

-1.04K

0.42%

GREENUP STREET WEALTH MANAGEMENT LLC

40.52K

Mar 31, 26

+11

0.40%

Steward Partners Investment Advisory, LLC

37.33K

Mar 31, 26

+16.69K

0.36%

WILEY BROS.-AINTREE CAPITAL, LLC

35.89K

Mar 31, 26

+21.67K

0.35%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

27.46K

Mar 31, 26

+27.46K

0.27%

Private Advisor Group, LLC

27.08K

Mar 31, 26

+1.16K

0.26%

HARBOUR INVESTMENTS, INC.

25.70K

Mar 31, 26

+4.71K

0.25%

HFG Advisors, Inc.

23.13K

Mar 31, 26

+297

0.23%

Proactive Wealth Strategies LLC

21.81K

Mar 31, 26

+10.90K

0.21%

Geneos Wealth Management Inc.

20.55K

Mar 31, 26

+6.05K

0.20%

Kestra Advisory Services, LLC

20.13K

Mar 31, 26

+2.42K

0.20%

Certified Advisory Corp

19.64K

Mar 31, 26

+443

0.19%

Ameritas Investment Partners, Inc.

18.61K

Mar 31, 26

+8.03K

0.18%

Gateway Wealth Partners, LLC

17.97K

Mar 31, 26

+9.22K

0.18%

TRUIST FINANCIAL CORP

17.20K

Mar 31, 26

+3.58K

0.17%

US BANCORP \DE\

15.92K

Mar 31, 26

-4.40K

0.16%

MTM Investment Management, LLC

15.75K

Mar 31, 26

0.15%

Empirical Asset Management, LLC

15.28K

Mar 31, 26

-1.36K

0.15%

GOLDMAN SACHS GROUP INC

15.02K

Mar 31, 26

+15.02K

0.15%

Brookwood Investment Group LLC

13.89K

Mar 31, 26

+4.10K

0.14%

MONECO Advisors, LLC

13.38K

Mar 31, 26

-318

0.13%

CUSTOM INDEX SYSTEMS, LLC

13.13K

Mar 31, 26

-164

0.13%

CITADEL ADVISORS LLC

12.71K

Mar 31, 26

+12.71K

0.12%

Summit Financial, LLC

12.57K

Mar 31, 26

+12.57K

0.12%

MONEYWISE, INC.

11.99K

Mar 31, 26

-748

0.12%

Nova Wealth Management, Inc.

11.69K

Mar 31, 26

+3.13K

0.11%

Gladstone Institutional Advisory LLC

11.66K

Mar 31, 26

+11.66K

0.11%

Western Wealth Management, LLC

11.49K

Mar 31, 26

+511

0.11%

D.A. DAVIDSON & CO.

10.73K

Mar 31, 26

+10.73K

0.10%

OPPENHEIMER & CO INC

10.38K

Mar 31, 26

0.10%

FOUNDERS FINANCIAL SECURITIES LLC

9.79K

Mar 31, 26

-7.76K

0.10%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

9.67K

Mar 31, 26

+6.90K

0.09%

WILLNER & HELLER, LLC

9.22K

Mar 31, 26

+1.11K

0.09%

Strategic Equity Management

9.03K

Mar 31, 26

-347

0.09%

Sylvest Advisors, LLC

8.51K

Mar 31, 26

+105

0.08%

Tower Research Capital LLC (TRC)

8.38K

Mar 31, 26

+8.38K

0.08%

Betterment LLC

8.23K

Mar 31, 26

+8.23K

0.08%

Clear Point Advisors Inc.

7.75K

Mar 31, 26

+231

0.08%

Ashton Thomas Private Wealth, LLC

7.66K

Mar 31, 26

+3.76K

0.07%

Wedmont Private Capital

7.62K

Mar 31, 26

0.07%

Dunhill Financial, LLC

7.06K

Mar 31, 26

0.07%

Stratos Wealth Partners, LTD.

6.78K

Mar 31, 26

+294

0.07%

Stratos Wealth Advisors, LLC

6.77K

Mar 31, 26

+6.77K

0.07%

JANE STREET GROUP, LLC

6.61K

Mar 31, 26

-28.54K

0.06%

FIFTH THIRD BANCORP

6.15K

Mar 31, 26

+6.15K

0.06%

Independent Advisor Alliance

6.08K

Mar 31, 26

+6.08K

0.06%

WORLD EQUITY GROUP, INC.

5.97K

Mar 31, 26

-189

0.06%

BENJAMIN EDWARDS INC

5.23K

Mar 31, 26

+744

0.05%

Independent Wealth Network Inc.

4.90K

Mar 31, 26

-4.45K

0.05%

Prospera Financial Services Inc

4.82K

Mar 31, 26

-104

0.05%

MILLENNIUM MANAGEMENT LLC

4.73K

Mar 31, 26

+4.73K

0.05%

BARNES PETTEY FINANCIAL ADVISORS, LLC

4.61K

Mar 31, 26

+1.30K

0.05%

VISTA INVESTMENT PARTNERS II, LLC

4.55K

Mar 31, 26

-21.41K

0.04%

Belpointe Asset Management LLC

4.09K

Mar 31, 26

+174

0.04%

LexAurum Advisors, LLC

3.99K

Mar 31, 26

+3.99K

0.04%

STEPHENS INC /AR/

3.95K

Mar 31, 26

+605

0.04%

Waterfront Wealth Inc.

3.75K

Mar 31, 26

0.04%

Resources Investment Advisors, LLC.

3.75K

Mar 31, 26

+326

0.04%

KESTRA PRIVATE WEALTH SERVICES, LLC

3.59K

Mar 31, 26

-300

0.04%

THRIVENT FINANCIAL FOR LUTHERANS

3.51K

Mar 31, 26

-644

0.03%

TBH Global Asset Management, LLC

3.47K

Mar 31, 26

+3.47K

0.03%

Echo Wealth Management, LLC

3.44K

Mar 31, 26

-1.05K

0.03%

PFG Advisors

3.34K

Mar 31, 26

+169

0.03%

Cornerstone Wealth Management, LLC

3.21K

Mar 31, 26

0.03%

PRIVATE TRUST CO NA

3.12K

Mar 31, 26

+512

0.03%

Mariner, LLC

3.04K

Mar 31, 26

+220

0.03%

Pinnacle Bancorp, Inc.

2.83K

Mar 31, 26

0.03%

Wagner Wealth Management, LLC

2.72K

Mar 31, 26

0.03%

AMERIPRISE FINANCIAL INC

2.69K

Mar 31, 26

+2.69K

0.03%

Financial Partners Group, Inc

2.64K

Mar 31, 26

+2.64K

0.03%

Arkadios Wealth Advisors

2.61K

Mar 31, 26

+2.61K

0.03%

GREAT VALLEY ADVISOR GROUP, INC.

2.59K

Mar 31, 26

-5

0.03%

Plotkin Financial Advisors, LLC

2.58K

Mar 31, 26

0.03%

WEALTH EFFECTS LLC

2.56K

Mar 31, 26

+10

0.02%

KEYBANK NATIONAL ASSOCIATION/OH

2.50K

Mar 31, 26

0.02%

Capital Analysts, LLC

2.42K

Mar 31, 26

+1.57K

0.02%

CreativeOne Wealth, LLC

2.42K

Mar 31, 26

+2.42K

0.02%

Ameritas Advisory Services, LLC

2.41K

Mar 31, 26

+2.41K

0.02%

XML Financial, LLC

2.40K

Mar 31, 26

0.02%

MERCER GLOBAL ADVISORS INC /ADV

2.37K

Mar 31, 26

+2.37K

0.02%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

2.30K

Mar 31, 26

0.02%

IHT Wealth Management, LLC

2.27K

Mar 31, 26

+75

0.02%

PACIFIC SUN FINANCIAL CORP

2.22K

Mar 31, 26

0.02%

First Heartland Consultants, Inc.

2.19K

Mar 31, 26

+2.19K

0.02%

Advisor Resource Council

2.17K

Mar 31, 26

-2.50K

0.02%

Advisory Services Network, LLC

2.12K

Mar 31, 26

+24

0.02%

Founders Financial Alliance, LLC

2.08K

Mar 31, 26

+2.08K

0.02%

Sound Income Strategies, LLC

1.93K

Mar 31, 26

-2

0.02%

HAZLETT, BURT & WATSON, INC.

1.65K

Mar 31, 26

0.02%

Private Wealth Asset Management, LLC

1.08K

Mar 31, 26

0.01%

CWM, LLC

1.04K

Mar 31, 26

-66

0.01%

JPMORGAN CHASE & CO

825

Mar 31, 26

+381

0.01%

Key FInancial Inc

785

Mar 31, 26

0.01%

NewEdge Advisors, LLC

707

Mar 31, 26

-208

0.01%

BLAIR WILLIAM & CO/IL

700

Mar 31, 26

+375

0.01%

FMR LLC

644

Mar 31, 26

+59

0.01%

Farther Finance Advisors, LLC

580

Mar 31, 26

+558

0.01%

Tidemark, LLC

538

Mar 31, 26

+538

0.01%

Rockefeller Capital Management L.P.

508

Mar 31, 26

0.00%

CoreCap Advisors, LLC

489

Mar 31, 26

-496

0.00%

Golden State Wealth Management, LLC

323

Mar 31, 26

0.00%

Glass Jacobson Investment Advisors llc

258

Mar 31, 26

0.00%

THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.

239

Mar 31, 26

0.00%

CITY HOLDING CO

211

Mar 31, 26

0.00%

Colonial Trust Co / SC

196

Mar 31, 26

+196

0.00%

TWIN PEAKS WEALTH ADVISORS, LLC

194

Mar 31, 26

+194

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

192

Mar 31, 26

+192

0.00%

Archer Investment Corp

185

Mar 31, 26

+165

0.00%

Barnes Dennig Private Wealth Management LLC

161

Mar 31, 26

0.00%

Russell Investments Group, Ltd.

130

Mar 31, 26

0.00%

BANK OF MONTREAL /CAN/

128

Mar 31, 26

+128

0.00%

Transamerica Financial Advisors, Inc.

Mar 31, 26

-24

0.00%

CITIGROUP INC

Mar 31, 26

0.00%

SRS Capital Advisors, Inc.

Mar 31, 26

+18

0.00%

MARSHALL INVESTMENT MANAGEMENT, LLC

Mar 31, 26

+25

0.00%

SIGNATUREFD, LLC

Mar 31, 26

0.00%

FIRST TRUST ADVISORS LP

Mar 31, 26

-216.35K

Mutual Advisors, LLC

Mar 31, 26

-3.44K

Redhawk Wealth Advisors, Inc.

Mar 31, 26

-48.57K

Fulcrum Equity Management

Mar 31, 26

-3.27K

Ferguson Shapiro LLC

Mar 31, 26

-9.41K

OPTIMA CAPITAL LLC

Mar 31, 26

-122

Brinker Capital Investments, LLC

Mar 31, 26

-4.18K

Private Advisory Group LLC

Mar 31, 26

-9.56K

Pinnacle Wealth Planning Services, Inc.

Mar 31, 26

-134

Aptus Capital Advisors, LLC

Mar 31, 26

-2.14K

COMERICA BANK

5.92K

Dec 31, 25

+2.13K

0.06%

MGB Wealth Management, LLC

5.05K

Dec 31, 25

+5.05K

0.05%

Global Retirement Partners, LLC

1.19K

Dec 31, 25

+706

0.01%

Brueske Advisory Services, LLC

86.96K

Sep 30, 25

-2.85K

0.85%

SYNOVUS FINANCIAL CORP

3.08K

Sep 30, 25

-207

0.03%

Financial Advocates Investment Management

Sep 30, 25

-3.52K

Atria Wealth Solutions, Inc.

4.21K

Jun 30, 25

+409

0.04%

RAYMOND JAMES & ASSOCIATES

78.51K

Sep 30, 24

+26.95K

0.77%

Raymond James Financial Services Advisors, Inc.

61.73K

Sep 30, 24

+644

0.60%

BENJAMIN F. EDWARDS & COMPANY, INC.

52.55K

Jun 30, 24

+99

0.51%

Cetera Advisor Networks LLC

17.58K

Mar 31, 24

-8.13K

0.17%

Cetera Advisors LLC

4.54K

Mar 31, 24

+1.12K

0.04%

J Arnold Wealth Management Co

208.88K

Dec 31, 23

+10.69K

2.04%

BEDEL FINANCIAL CONSULTING INC

45.30K

Sep 30, 23

+45.30K

0.44%

Ten Capital Wealth Advisors, LLC

Jun 30, 23

-1.54K

Ahrens Investment Partners LLC

188

Mar 31, 23

+188

0.00%

American Portfolios Advisors

12.67K

Sep 30, 22

+12.67K

0.12%

NEXT Financial Group, Inc

Dec 31, 21

-9.33K

Winslow, Evans & Crocker, Inc.

150

Dec 31, 20

+150

0.00%

Lucia Wealth Services, LLC

51.03K

Sep 30, 20

-8.10K

0.50%

Advisor Group, Inc.

21.66K

Dec 31, 19

-706

0.21%

LADENBURG THALMANN FINANCIAL SERVICES INC.

10.39K

Dec 31, 19

-669

0.10%

NEXT Financial Holdings

Mar 31, 19

+40

0.00%

BB&T INVESTMENT SERVICES, INC.

299

Dec 31, 17

+299

0.00%

WFG Advisors, LP

6.80K

Jun 30, 17

-195

0.07%

MSI Financial Services Inc

332

Dec 31, 16

0.00%

SOCIETE GENERALE

27.63K

Jun 30, 16

+27.63K

0.27%

MANAGED ACCOUNT ADVISORS LLC

699

Jun 30, 15

0.01%