First Trust Small Cap Core AlphaDEX Fund(FYX)

$141.89—

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First Trust Small Cap Core AlphaDEX Fund(FYX)

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$141.89—

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FYX(FYX)

FYX

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

Institutional Ownership

Top 252 Institutional Holders

Holder	Shares	Date	Change	% Held
ROYAL BANK OF CANADA	708.40K	Mar 31, 26	+103.92K	7.99%
MORGAN STANLEY	652.81K	Mar 31, 26	-14.59K	7.36%
LPL Financial LLC	612.05K	Mar 31, 26	+28.81K	6.90%
WELLS FARGO & COMPANY/MN	544.36K	Mar 31, 26	-4.37K	6.14%
RAYMOND JAMES FINANCIAL INC	413.85K	Mar 31, 26	+142.95K	4.67%
BANK OF AMERICA CORP /DE/	371.54K	Mar 31, 26	+51	4.19%
UBS Group AG	304.62K	Mar 31, 26	+52.55K	3.44%
Janney Montgomery Scott LLC	253.53K	Mar 31, 26	+14.56K	2.86%
Cetera Investment Advisers	128.91K	Mar 31, 26	-2.29K	1.45%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	116.88K	Mar 31, 26	+13.58K	1.32%
Concurrent Investment Advisors, LLC	85.52K	Mar 31, 26	+10.39K	0.96%
Chicago Partners Investment Group LLC	72.63K	Mar 31, 26	+1.29K	0.82%
Genesee Capital Advisors, LLC	67.68K	Mar 31, 26	-539	0.76%
Cambridge Investment Research Advisors, Inc.	67.28K	Mar 31, 26	-18.04K	0.76%
COMMONWEALTH EQUITY SERVICES, LLC	65.76K	Mar 31, 26	-881	0.74%
Per Stirling Capital Management, LLC.	65.53K	Mar 31, 26	+32.27K	0.74%
Wealth Alliance Advisory Group, LLC	59.65K	Mar 31, 26	-2.66K	0.67%
Kestra Advisory Services, LLC	58.41K	Mar 31, 26	+2.48K	0.66%
Geneos Wealth Management Inc.	52.38K	Mar 31, 26	-705	0.59%
D.A. DAVIDSON & CO.	48.16K	Mar 31, 26	+736	0.54%
ADVISOR GROUP HOLDINGS, INC.	44.37K	Mar 31, 26	+1.51K	0.50%
Hapanowicz & Associates Financial Services, Inc	42.48K	Mar 31, 26	-3.75K	0.48%
Mainsail Financial Group, LLC	40.23K	Mar 31, 26	+64	0.45%
JPMORGAN CHASE & CO	39.44K	Mar 31, 26	+1.93K	0.44%
ENVESTNET ASSET MANAGEMENT INC	39.03K	Mar 31, 26	+6.72K	0.44%
STIFEL FINANCIAL CORP	37.73K	Mar 31, 26	-459	0.43%
HighTower Advisors, LLC	36.85K	Mar 31, 26	+464	0.42%
MTM Investment Management, LLC	36.26K	Mar 31, 26	+621	0.41%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	31.93K	Mar 31, 26	+1.50K	0.36%
CITY HOLDING CO	31.35K	Mar 31, 26	+5.57K	0.35%
Baird Financial Group, Inc.	30.99K	Mar 31, 26	-3.85K	0.35%
RFG Advisory, LLC	30.87K	Mar 31, 26	+30.87K	0.35%
Regal Investment Advisors LLC	30.52K	Mar 31, 26	+2	0.34%
CITADEL ADVISORS LLC	29.58K	Mar 31, 26	+19.68K	0.33%
Western Wealth Management, LLC	29.51K	Mar 31, 26	+2.07K	0.33%
MML INVESTORS SERVICES, LLC	27.44K	Mar 31, 26	+10.39K	0.31%
CWM, LLC	25.84K	Mar 31, 26	-1.08K	0.29%
JONES FINANCIAL COMPANIES LLLP	25.31K	Mar 31, 26	+6.63K	0.29%
PARK NATIONAL CORP /OH/	23.11K	Mar 31, 26	-267	0.26%
JANE STREET GROUP, LLC	22.46K	Mar 31, 26	+22.46K	0.25%
FIFTH THIRD BANCORP	22.00K	Mar 31, 26	+22.00K	0.25%
Virtu Financial LLC	21.12K	Mar 31, 26	+21.12K	0.24%
MERCER GLOBAL ADVISORS INC /ADV	20.67K	Mar 31, 26	+20.67K	0.23%
Sanctuary Advisors, LLC	17.92K	Mar 31, 26	-194	0.20%
Lakeridge Wealth Management LLC	17.24K	Mar 31, 26	+265	0.19%
Equitable Holdings, Inc.	16.02K	Mar 31, 26	+773	0.18%
WILEY BROS.-AINTREE CAPITAL, LLC	14.11K	Mar 31, 26	-519	0.16%
Three Seasons Wealth, LLC	13.11K	Mar 31, 26	-972	0.15%
Maridea Wealth Management LLC	12.78K	Mar 31, 26	+4.83K	0.14%
TRUIST FINANCIAL CORP	12.21K	Mar 31, 26	+1.34K	0.14%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	12.15K	Mar 31, 26	+93	0.14%
HARBOUR INVESTMENTS, INC.	12.05K	Mar 31, 26	+9.30K	0.14%
B. Riley Wealth Advisors, Inc.	11.69K	Mar 31, 26	-3.27K	0.13%
ARS Wealth Advisors Group, LLC	11.57K	Mar 31, 26	+1	0.13%
Keystone Financial Group	11.49K	Mar 31, 26	-2.96K	0.13%
Triumph Capital Management	11.30K	Mar 31, 26	-1.71K	0.13%
Cyndeo Wealth Partners, LLC	11.03K	Mar 31, 26	+22	0.12%
G&S Capital LLC	9.56K	Mar 31, 26	-271	0.11%
US BANCORP \DE\	9.52K	Mar 31, 26	+1.31K	0.11%
Mariner, LLC	8.95K	Mar 31, 26	+2.69K	0.10%
Independent Advisor Alliance	8.93K	Mar 31, 26	+8.93K	0.10%
Rockefeller Capital Management L.P.	8.92K	Mar 31, 26	-16	0.10%
TCFG WEALTH MANAGEMENT, LLC	7.26K	Mar 31, 26	-22	0.08%
DAYMARK WEALTH PARTNERS, LLC	7.10K	Mar 31, 26	-46	0.08%
Integrated Wealth Concepts LLC	7.01K	Mar 31, 26	-6.23K	0.08%
Private Advisor Group, LLC	6.94K	Mar 31, 26	+1.09K	0.08%
Perennial Investment Advisors, LLC	6.51K	Mar 31, 26	-492	0.07%
POTENTIA WEALTH	6.01K	Mar 31, 26	-968	0.07%
Steward Partners Investment Advisory, LLC	6.00K	Mar 31, 26	+130	0.07%
Root Financial Partners, LLC	5.93K	Mar 31, 26	-199	0.07%
TWO SIGMA INVESTMENTS, LP	5.60K	Mar 31, 26	+5.60K	0.06%
STEPHENS INC /AR/	5.50K	Mar 31, 26	--	0.06%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	5.36K	Mar 31, 26	-7	0.06%
VestGen Advisors, LLC	5.35K	Mar 31, 26	+5.35K	0.06%
CAPTRUST FINANCIAL ADVISORS	5.18K	Mar 31, 26	+5	0.06%
Keystone Wealth Services, LLC	5.13K	Mar 31, 26	+5.13K	0.06%
KPP Advisory Services LLC	4.96K	Mar 31, 26	-526	0.06%
Vise Technologies, Inc.	4.95K	Mar 31, 26	--	0.06%
NewEdge Advisors, LLC	4.79K	Mar 31, 26	-59	0.05%
Atlas Legacy Advisors, LLC	4.68K	Mar 31, 26	--	0.05%
Waverly Advisors, LLC	4.61K	Mar 31, 26	--	0.05%
CI Private Wealth, LLC	4.57K	Mar 31, 26	--	0.05%
Morey & Quinn Wealth Partners, LLC	4.56K	Mar 31, 26	--	0.05%
DHJJ Financial Advisors, Ltd.	4.56K	Mar 31, 26	+1	0.05%
Belpointe Asset Management LLC	4.53K	Mar 31, 26	+137	0.05%
Creative Planning	4.50K	Mar 31, 26	+1	0.05%
Trueblood Wealth Management, LLC	4.37K	Mar 31, 26	-45	0.05%
Snowden Capital Advisors LLC	4.29K	Mar 31, 26	+1	0.05%
GOLDMAN SACHS GROUP INC	4.16K	Mar 31, 26	-267	0.05%
OPPENHEIMER & CO INC	4.13K	Mar 31, 26	--	0.05%
Krilogy Financial LLC	3.94K	Mar 31, 26	--	0.04%
HM PAYSON & CO	3.54K	Mar 31, 26	--	0.04%
Arkadios Wealth Advisors	3.50K	Mar 31, 26	-80	0.04%
Element Wealth, LLC	3.46K	Mar 31, 26	-23	0.04%
Tudor Financial Inc.	3.38K	Mar 31, 26	+3.38K	0.04%
Fragasso Group Inc.	3.15K	Mar 31, 26	+3.15K	0.04%
PARTNERS WEALTH MANAGEMENT, LLC	2.92K	Mar 31, 26	+50	0.03%
PRIVATE TRUST CO NA	2.90K	Mar 31, 26	-99	0.03%
GREAT VALLEY ADVISOR GROUP, INC.	2.89K	Mar 31, 26	+1	0.03%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	2.78K	Mar 31, 26	+2.78K	0.03%
IHT Wealth Management, LLC	2.77K	Mar 31, 26	+261	0.03%
QTR Family Wealth, LLC	2.71K	Mar 31, 26	-63	0.03%
WEALTH EFFECTS LLC	2.71K	Mar 31, 26	--	0.03%
KESTRA PRIVATE WEALTH SERVICES, LLC	2.70K	Mar 31, 26	-90	0.03%
INDEPENDENT FINANCIAL GROUP, LLC	2.59K	Mar 31, 26	-16	0.03%
ZACKS INVESTMENT MANAGEMENT	2.55K	Mar 31, 26	-4	0.03%
MONECO Advisors, LLC	2.54K	Mar 31, 26	-39	0.03%
Venture Visionary Partners LLC	2.46K	Mar 31, 26	--	0.03%
TKG Advisors, LLC	2.43K	Mar 31, 26	+9	0.03%
Allworth Financial LP	2.36K	Mar 31, 26	--	0.03%
Tidemark, LLC	2.33K	Mar 31, 26	-51	0.03%
Gateway Wealth Partners, LLC	2.32K	Mar 31, 26	+2.32K	0.03%
Fortress Wealth Group, LLC	2.32K	Mar 31, 26	-21.04K	0.03%
PCG Wealth Advisors, LLC	2.31K	Mar 31, 26	-20	0.03%
Vestmark Advisory Solutions, Inc.	2.24K	Mar 31, 26	+1	0.03%
Mount Yale Investment Advisors, LLC	2.24K	Mar 31, 26	+1	0.03%
HBK Sorce Advisory LLC	2.23K	Mar 31, 26	-3	0.03%
SRS Capital Advisors, Inc.	2.19K	Mar 31, 26	+88	0.02%
Farrell Financial LLC	2.19K	Mar 31, 26	+2	0.02%
Pinnacle Wealth Planning Services, Inc.	2.12K	Mar 31, 26	--	0.02%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	2.08K	Mar 31, 26	+2	0.02%
Aspen Capital Management, LLC	1.97K	Mar 31, 26	--	0.02%
American Institute for Advanced Investment Management, LLP	1.97K	Mar 31, 26	+50	0.02%
WEDBUSH SECURITIES INC	1.89K	Mar 31, 26	+1	0.02%
Walkner Condon Financial Advisors LLC	1.84K	Mar 31, 26	--	0.02%
SAGESPRING WEALTH PARTNERS, LLC	1.79K	Mar 31, 26	+3	0.02%
Jefferies Financial Group Inc.	1.72K	Mar 31, 26	+1.72K	0.02%
GAMMA Investing LLC	1.70K	Mar 31, 26	+297	0.02%
Arkos Global Advisors	1.66K	Mar 31, 26	+1.66K	0.02%
FMR LLC	1.41K	Mar 31, 26	+244	0.02%
Farther Finance Advisors, LLC	1.41K	Mar 31, 26	-94	0.02%
Sound Income Strategies, LLC	1.33K	Mar 31, 26	--	0.02%
Sunbelt Securities, Inc.	1.25K	Mar 31, 26	--	0.01%
BlackRock, Inc.	1.02K	Mar 31, 26	--	0.01%
UBS ASSET MANAGEMENT AMERICAS INC	975	Mar 31, 26	+975	0.01%
CX Institutional	892	Mar 31, 26	-275	0.01%
REAP Financial Group, LLC	710	Mar 31, 26	+1	0.01%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	702	Mar 31, 26	+1	0.01%
Private Wealth Asset Management, LLC	618	Mar 31, 26	--	0.01%
TWIN PEAKS WEALTH ADVISORS, LLC	578	Mar 31, 26	+578	0.01%
Synergy Investment Management, LLC	500	Mar 31, 26	+500	0.01%
MPWM ADVISORY SOLUTIONS, LLC	491	Mar 31, 26	-83	0.01%
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	405	Mar 31, 26	--	0.00%
IFP Advisors, Inc	378	Mar 31, 26	--	0.00%
BLAIR WILLIAM & CO/IL	324	Mar 31, 26	+24	0.00%
NBT BANK N A /NY	257	Mar 31, 26	+144	0.00%
ALERUS FINANCIAL NA	200	Mar 31, 26	--	0.00%
HANTZ FINANCIAL SERVICES, INC.	175	Mar 31, 26	--	0.00%
Smartleaf Asset Management LLC	165	Mar 31, 26	--	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	163	Mar 31, 26	--	0.00%
IFG Advisory, LLC	137	Mar 31, 26	-20.07K	0.00%
TD Capital Management LLC	132	Mar 31, 26	--	0.00%
SJS Investment Consulting Inc.	116	Mar 31, 26	+116	0.00%
Kozak & Associates, Inc.	111	Mar 31, 26	--	0.00%
MANNING & NAPIER ADVISORS LLC	110	Mar 31, 26	--	0.00%
Larson Financial Group LLC	105	Mar 31, 26	--	0.00%
Salomon & Ludwin, LLC	100	Mar 31, 26	--	0.00%
Financial Perspectives, Inc	100	Mar 31, 26	--	0.00%
Key FInancial Inc	97	Mar 31, 26	--	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	93	Mar 31, 26	--	0.00%
Advisory Services Network, LLC	86	Mar 31, 26	+86	0.00%
CoreCap Advisors, LLC	65	Mar 31, 26	--	0.00%
MATHER GROUP, LLC.	64	Mar 31, 26	+64	0.00%
Ronald Blue Trust, Inc.	48	Mar 31, 26	+48	0.00%
VANGUARD ADVISERS INC	45	Mar 31, 26	+45	0.00%
BEACON INVESTMENT ADVISORY SERVICES, INC.	35	Mar 31, 26	+35	0.00%
Paladin Advisory Group, LLC	31	Mar 31, 26	-9	0.00%
Russell Investments Group, Ltd.	4	Mar 31, 26	-12	0.00%
Transamerica Financial Advisors, Inc.	3	Mar 31, 26	-19	0.00%
Tower Research Capital LLC (TRC)	2	Mar 31, 26	--	0.00%
SILVER OAK SECURITIES, INCORPORATED	--	Mar 31, 26	-31.01K	--
Coppell Advisory Solutions LLC	--	Mar 31, 26	-3.64K	--
Envestnet Portfolio Solutions, Inc.	--	Mar 31, 26	-5.11K	--
TOMPKINS FINANCIAL CORP	--	Mar 31, 26	-29	--
FLAGSHIP HARBOR ADVISORS, LLC	--	Mar 31, 26	-67	--
Smithfield Trust Co	--	Mar 31, 26	-40	--
TWO SIGMA SECURITIES, LLC	--	Mar 31, 26	-7.24K	--
BRYN MAWR TRUST Co	--	Mar 31, 26	-850	--
AXXCESS WEALTH MANAGEMENT, LLC	--	Mar 31, 26	-4.68K	--
SUMMIT WEALTH GROUP LLC / CO	--	Mar 31, 26	-1.99K	--
Main Line Retirement Advisors, LLC	--	Mar 31, 26	-101.00K	--
Independent Wealth Network Inc.	--	Mar 31, 26	-4.38K	--
BRADY FAMILY WEALTH, LLC	--	Mar 31, 26	-1.82K	--
COMERICA BANK	21.79K	Dec 31, 25	-1.25K	0.25%
GPS Wealth Strategies Group, LLC	1.83K	Dec 31, 25	-5.52K	0.02%
Global Retirement Partners, LLC	286	Dec 31, 25	--	0.00%
SYNOVUS FINANCIAL CORP	3.09K	Sep 30, 25	-465	0.03%
BRASS TAX WEALTH MANAGEMENT, INC	2.13K	Sep 30, 25	--	0.02%
Northeast Financial Consultants Inc	4.40K	Jun 30, 25	--	0.05%
TFG Advisers LLC	3.00K	Jun 30, 25	-459	0.03%
AVANTAX ADVISORY SERVICES, INC.	2.43K	Jun 30, 25	+2.43K	0.03%
Kings Path Partners LLC	1.59K	Jun 30, 25	-39	0.02%
Capital A Wealth Management, LLC	--	Jun 30, 25	-1.07K	--
Atria Wealth Solutions, Inc.	--	Jun 30, 25	-2.40K	--
CAROLINAS WEALTH CONSULTING LLC	157	Mar 31, 25	-1	0.00%
Bison Wealth, LLC	2.95K	Dec 31, 24	-96	0.03%
Householder Group Estate & Retirement Specialist, LLC	586	Dec 31, 24	--	0.01%
RAYMOND JAMES & ASSOCIATES	211.30K	Sep 30, 24	+419	2.38%
Raymond James Financial Services Advisors, Inc.	202.44K	Sep 30, 24	+5.27K	2.28%
Sweet Financial Partners, LLC	42.62K	Sep 30, 24	+3.57K	0.48%
CEDRUS LLC	4.37K	Sep 30, 24	+4.37K	0.05%
BENJAMIN F. EDWARDS & COMPANY, INC.	10.72K	Jun 30, 24	+106	0.12%
Solano Wealth Management, Inc.	4.62K	Jun 30, 24	--	0.05%
ICA Group Wealth Management, LLC	--	Jun 30, 24	-41	--
Cetera Advisors LLC	101.37K	Mar 31, 24	+79.26K	1.14%
Cetera Advisor Networks LLC	78.85K	Mar 31, 24	+8.88K	0.89%
Coppell Advisory Solutions Corp.	17.63K	Mar 31, 24	+17.63K	0.20%
WEALTHSOURCE PARTNERS, LLC	85.23K	Dec 31, 23	-786	0.96%
COMERICA SECURITIES,INC.	7.83K	Sep 30, 23	-122	0.09%
Quantitative Advantage, LLC	--	Mar 31, 23	-3.49K	--
American Portfolios Advisors	2.22K	Sep 30, 22	+2.22K	0.03%
Strategic Asset Management, LLC	862	Sep 30, 22	--	0.01%
KARLINSKI ANDREW C	85	Sep 30, 22	--	0.00%
Frontier Wealth Management LLC	14.48K	Jun 30, 22	-239	0.16%
Holloway Wealth Management, LLC	66.86K	Mar 31, 22	-6.74K	0.75%
BREITER CAPITAL MANAGEMENT INC	45.93K	Mar 31, 22	+8.34K	0.52%
NEXT Financial Group, Inc	--	Dec 31, 21	-176	--
Ameritas Investment Company, LLC	--	Sep 30, 21	-2.97K	--
USCA RIA LLC	26.95K	Jun 30, 21	-330	0.30%
Winslow, Evans & Crocker, Inc.	35	Dec 31, 20	--	0.00%
First Allied Advisory Services, Inc.	26.84K	Sep 30, 20	+3.27K	0.30%
Peak Capital Management LLC	96.12K	Mar 31, 20	-22.61K	1.08%
Advisor Group, Inc.	77.72K	Dec 31, 19	+652	0.88%
LADENBURG THALMANN FINANCIAL SERVICES INC.	40.65K	Dec 31, 19	+3.44K	0.46%
BB&T SECURITIES, LLC	35.96K	Sep 30, 19	+1.88K	0.41%
HL FINANCIAL SERVICES LLC	73.16K	Mar 31, 19	-1.55K	0.83%
RELIANCE TRUST CO OF DELAWARE	5.00K	Mar 31, 19	+5.00K	0.06%
COMERICA SECURITIES INC	17.18K	Dec 31, 18	-904	0.19%
Vantage Investment Advisors, LLC	224	Sep 30, 18	--	0.00%
IFC Holdings Incorporated/FL	25.16K	Dec 31, 17	-22.88K	0.28%
SII INVESTMENTS INC/WI	12.27K	Dec 31, 17	+12.27K	0.14%
BB&T INVESTMENT SERVICES, INC.	205	Dec 31, 17	+205	0.00%
INVESTMENT CENTERS OF AMERICA INC	--	Dec 31, 17	-20.47K	--
GIRARD SECURITIES, INC.	12.88K	Sep 30, 17	-688	0.15%
Commonwealth Equity Services, Inc	27.38K	Jun 30, 17	-3.32K	0.31%
WFG Advisors, LP	1.33K	Jun 30, 17	-99	0.01%
Virtu KCG Holdings LLC	--	Jun 30, 17	-6.92K	--
FIRST FINANCIAL EQUITY CORPORATION	10.29K	Mar 31, 17	+10.29K	0.12%
Integrated Wealth Management	7.29K	Mar 31, 17	+831	0.08%
MSI Financial Services Inc	13.44K	Dec 31, 16	+1.68K	0.15%
SOCIETE GENERALE	29.75K	Jun 30, 16	+29.75K	0.34%
VSR Financial Services, Inc.	12.96K	Jun 30, 16	+548	0.15%
Investors Capital Advisory Services	10.96K	Jun 30, 16	+1.41K	0.12%
SOUTH GEORGIA CAPITAL, LLC	310	Sep 30, 15	--	0.00%
MANAGED ACCOUNT ADVISORS LLC	10.87K	Jun 30, 15	+1.85K	0.12%
BAIRD ROBERT W & CO INC /WI/	224.43K	Mar 31, 15	+31.93K	2.53%
NEW ENGLAND SECURITIES CORP /MA/	279	Dec 31, 14	-1.46K	0.00%
Placemark Investments, Inc.	--	Dec 31, 14	-17.59K	--
UBS AG	824.35K	Sep 30, 14	-96.24K	9.30%
STIFEL NICOLAUS & CO INC \MO\	61.75K	Sep 30, 13	+23.72K	0.70%
KNIGHT CAPITAL GROUP LLC	43.27K	Jun 30, 13	+27.90K	0.49%
First Allied Securities, Inc.	725	Jun 30, 12	--	0.01%

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Holder

Date

Change

% Held

ROYAL BANK OF CANADA

708.40K

Mar 31, 26

+103.92K

7.99%

MORGAN STANLEY

652.81K

Mar 31, 26

-14.59K

7.36%

LPL Financial LLC

612.05K

Mar 31, 26

+28.81K

6.90%

WELLS FARGO & COMPANY/MN

544.36K

Mar 31, 26

-4.37K

6.14%

RAYMOND JAMES FINANCIAL INC

413.85K

Mar 31, 26

+142.95K

4.67%

BANK OF AMERICA CORP /DE/

371.54K

Mar 31, 26

+51

4.19%

UBS Group AG

304.62K

Mar 31, 26

+52.55K

3.44%

Janney Montgomery Scott LLC

253.53K

Mar 31, 26

+14.56K

2.86%

Cetera Investment Advisers

128.91K

Mar 31, 26

-2.29K

1.45%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

116.88K

Mar 31, 26

+13.58K

1.32%

Concurrent Investment Advisors, LLC

85.52K

Mar 31, 26

+10.39K

0.96%

Chicago Partners Investment Group LLC

72.63K

Mar 31, 26

+1.29K

0.82%

Genesee Capital Advisors, LLC

67.68K

Mar 31, 26

-539

0.76%

Cambridge Investment Research Advisors, Inc.

67.28K

Mar 31, 26

-18.04K

0.76%

COMMONWEALTH EQUITY SERVICES, LLC

65.76K

Mar 31, 26

-881

0.74%

Per Stirling Capital Management, LLC.

65.53K

Mar 31, 26

+32.27K

0.74%

Wealth Alliance Advisory Group, LLC

59.65K

Mar 31, 26

-2.66K

0.67%

Kestra Advisory Services, LLC

58.41K

Mar 31, 26

+2.48K

0.66%

Geneos Wealth Management Inc.

52.38K

Mar 31, 26

-705

0.59%

D.A. DAVIDSON & CO.

48.16K

Mar 31, 26

+736

0.54%

ADVISOR GROUP HOLDINGS, INC.

44.37K

Mar 31, 26

+1.51K

0.50%

Hapanowicz & Associates Financial Services, Inc

42.48K

Mar 31, 26

-3.75K

0.48%

Mainsail Financial Group, LLC

40.23K

Mar 31, 26

+64

0.45%

JPMORGAN CHASE & CO

39.44K

Mar 31, 26

+1.93K

0.44%

ENVESTNET ASSET MANAGEMENT INC

39.03K

Mar 31, 26

+6.72K

0.44%

STIFEL FINANCIAL CORP

37.73K

Mar 31, 26

-459

0.43%

HighTower Advisors, LLC

36.85K

Mar 31, 26

+464

0.42%

MTM Investment Management, LLC

36.26K

Mar 31, 26

+621

0.41%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

31.93K

Mar 31, 26

+1.50K

0.36%

CITY HOLDING CO

31.35K

Mar 31, 26

+5.57K

0.35%

Baird Financial Group, Inc.

30.99K

Mar 31, 26

-3.85K

0.35%

RFG Advisory, LLC

30.87K

Mar 31, 26

+30.87K

0.35%

Regal Investment Advisors LLC

30.52K

Mar 31, 26

0.34%

CITADEL ADVISORS LLC

29.58K

Mar 31, 26

+19.68K

0.33%

Western Wealth Management, LLC

29.51K

Mar 31, 26

+2.07K

0.33%

MML INVESTORS SERVICES, LLC

27.44K

Mar 31, 26

+10.39K

0.31%

CWM, LLC

25.84K

Mar 31, 26

-1.08K

0.29%

JONES FINANCIAL COMPANIES LLLP

25.31K

Mar 31, 26

+6.63K

0.29%

PARK NATIONAL CORP /OH/

23.11K

Mar 31, 26

-267

0.26%

JANE STREET GROUP, LLC

22.46K

Mar 31, 26

+22.46K

0.25%

FIFTH THIRD BANCORP

22.00K

Mar 31, 26

+22.00K

0.25%

Virtu Financial LLC

21.12K

Mar 31, 26

+21.12K

0.24%

MERCER GLOBAL ADVISORS INC /ADV

20.67K

Mar 31, 26

+20.67K

0.23%

Sanctuary Advisors, LLC

17.92K

Mar 31, 26

-194

0.20%

Lakeridge Wealth Management LLC

17.24K

Mar 31, 26

+265

0.19%

Equitable Holdings, Inc.

16.02K

Mar 31, 26

+773

0.18%

WILEY BROS.-AINTREE CAPITAL, LLC

14.11K

Mar 31, 26

-519

0.16%

Three Seasons Wealth, LLC

13.11K

Mar 31, 26

-972

0.15%

Maridea Wealth Management LLC

12.78K

Mar 31, 26

+4.83K

0.14%

TRUIST FINANCIAL CORP

12.21K

Mar 31, 26

+1.34K

0.14%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

12.15K

Mar 31, 26

+93

0.14%

HARBOUR INVESTMENTS, INC.

12.05K

Mar 31, 26

+9.30K

0.14%

B. Riley Wealth Advisors, Inc.

11.69K

Mar 31, 26

-3.27K

0.13%

ARS Wealth Advisors Group, LLC

11.57K

Mar 31, 26

0.13%

Keystone Financial Group

11.49K

Mar 31, 26

-2.96K

0.13%

Triumph Capital Management

11.30K

Mar 31, 26

-1.71K

0.13%

Cyndeo Wealth Partners, LLC

11.03K

Mar 31, 26

+22

0.12%

G&S Capital LLC

9.56K

Mar 31, 26

-271

0.11%

US BANCORP \DE\

9.52K

Mar 31, 26

+1.31K

0.11%

Mariner, LLC

8.95K

Mar 31, 26

+2.69K

0.10%

Independent Advisor Alliance

8.93K

Mar 31, 26

+8.93K

0.10%

Rockefeller Capital Management L.P.

8.92K

Mar 31, 26

-16

0.10%

TCFG WEALTH MANAGEMENT, LLC

7.26K

Mar 31, 26

-22

0.08%

DAYMARK WEALTH PARTNERS, LLC

7.10K

Mar 31, 26

-46

0.08%

Integrated Wealth Concepts LLC

7.01K

Mar 31, 26

-6.23K

0.08%

Private Advisor Group, LLC

6.94K

Mar 31, 26

+1.09K

0.08%

Perennial Investment Advisors, LLC

6.51K

Mar 31, 26

-492

0.07%

POTENTIA WEALTH

6.01K

Mar 31, 26

-968

0.07%

Steward Partners Investment Advisory, LLC

6.00K

Mar 31, 26

+130

0.07%

Root Financial Partners, LLC

5.93K

Mar 31, 26

-199

0.07%

TWO SIGMA INVESTMENTS, LP

5.60K

Mar 31, 26

+5.60K

0.06%

STEPHENS INC /AR/

5.50K

Mar 31, 26

0.06%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

5.36K

Mar 31, 26

-7

0.06%

VestGen Advisors, LLC

5.35K

Mar 31, 26

+5.35K

0.06%

CAPTRUST FINANCIAL ADVISORS

5.18K

Mar 31, 26

0.06%

Keystone Wealth Services, LLC

5.13K

Mar 31, 26

+5.13K

0.06%

KPP Advisory Services LLC

4.96K

Mar 31, 26

-526

0.06%

Vise Technologies, Inc.

4.95K

Mar 31, 26

0.06%

NewEdge Advisors, LLC

4.79K

Mar 31, 26

-59

0.05%

Atlas Legacy Advisors, LLC

4.68K

Mar 31, 26

0.05%

Waverly Advisors, LLC

4.61K

Mar 31, 26

0.05%

CI Private Wealth, LLC

4.57K

Mar 31, 26

0.05%

Morey & Quinn Wealth Partners, LLC

4.56K

Mar 31, 26

0.05%

DHJJ Financial Advisors, Ltd.

4.56K

Mar 31, 26

0.05%

Belpointe Asset Management LLC

4.53K

Mar 31, 26

+137

0.05%

Creative Planning

4.50K

Mar 31, 26

0.05%

Trueblood Wealth Management, LLC

4.37K

Mar 31, 26

-45

0.05%

Snowden Capital Advisors LLC

4.29K

Mar 31, 26

0.05%

GOLDMAN SACHS GROUP INC

4.16K

Mar 31, 26

-267

0.05%

OPPENHEIMER & CO INC

4.13K

Mar 31, 26

0.05%

Krilogy Financial LLC

3.94K

Mar 31, 26

0.04%

HM PAYSON & CO

3.54K

Mar 31, 26

0.04%

Arkadios Wealth Advisors

3.50K

Mar 31, 26

-80

0.04%

Element Wealth, LLC

3.46K

Mar 31, 26

-23

0.04%

Tudor Financial Inc.

3.38K

Mar 31, 26

+3.38K

0.04%

Fragasso Group Inc.

3.15K

Mar 31, 26

+3.15K

0.04%

PARTNERS WEALTH MANAGEMENT, LLC

2.92K

Mar 31, 26

+50

0.03%

PRIVATE TRUST CO NA

2.90K

Mar 31, 26

-99

0.03%

GREAT VALLEY ADVISOR GROUP, INC.

2.89K

Mar 31, 26

0.03%

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

2.78K

Mar 31, 26

+2.78K

0.03%

IHT Wealth Management, LLC

2.77K

Mar 31, 26

+261

0.03%

QTR Family Wealth, LLC

2.71K

Mar 31, 26

-63

0.03%

WEALTH EFFECTS LLC

2.71K

Mar 31, 26

0.03%

KESTRA PRIVATE WEALTH SERVICES, LLC

2.70K

Mar 31, 26

-90

0.03%

INDEPENDENT FINANCIAL GROUP, LLC

2.59K

Mar 31, 26

-16

0.03%

ZACKS INVESTMENT MANAGEMENT

2.55K

Mar 31, 26

-4

0.03%

MONECO Advisors, LLC

2.54K

Mar 31, 26

-39

0.03%

Venture Visionary Partners LLC

2.46K

Mar 31, 26

0.03%

TKG Advisors, LLC

2.43K

Mar 31, 26

0.03%

Allworth Financial LP

2.36K

Mar 31, 26

0.03%

Tidemark, LLC

2.33K

Mar 31, 26

-51

0.03%

Gateway Wealth Partners, LLC

2.32K

Mar 31, 26

+2.32K

0.03%

Fortress Wealth Group, LLC

2.32K

Mar 31, 26

-21.04K

0.03%

PCG Wealth Advisors, LLC

2.31K

Mar 31, 26

-20

0.03%

Vestmark Advisory Solutions, Inc.

2.24K

Mar 31, 26

0.03%

Mount Yale Investment Advisors, LLC

2.24K

Mar 31, 26

0.03%

HBK Sorce Advisory LLC

2.23K

Mar 31, 26

-3

0.03%

SRS Capital Advisors, Inc.

2.19K

Mar 31, 26

+88

0.02%

Farrell Financial LLC

2.19K

Mar 31, 26

0.02%

Pinnacle Wealth Planning Services, Inc.

2.12K

Mar 31, 26

0.02%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

2.08K

Mar 31, 26

0.02%

Aspen Capital Management, LLC

1.97K

Mar 31, 26

0.02%

American Institute for Advanced Investment Management, LLP

1.97K

Mar 31, 26

+50

0.02%

WEDBUSH SECURITIES INC

1.89K

Mar 31, 26

0.02%

Walkner Condon Financial Advisors LLC

1.84K

Mar 31, 26

0.02%

SAGESPRING WEALTH PARTNERS, LLC

1.79K

Mar 31, 26

0.02%

Jefferies Financial Group Inc.

1.72K

Mar 31, 26

+1.72K

0.02%

GAMMA Investing LLC

1.70K

Mar 31, 26

+297

0.02%

Arkos Global Advisors

1.66K

Mar 31, 26

+1.66K

0.02%

FMR LLC

1.41K

Mar 31, 26

+244

0.02%

Farther Finance Advisors, LLC

1.41K

Mar 31, 26

-94

0.02%

Sound Income Strategies, LLC

1.33K

Mar 31, 26

0.02%

Sunbelt Securities, Inc.

1.25K

Mar 31, 26

0.01%

BlackRock, Inc.

1.02K

Mar 31, 26

0.01%

UBS ASSET MANAGEMENT AMERICAS INC

975

Mar 31, 26

+975

0.01%

CX Institutional

892

Mar 31, 26

-275

0.01%

REAP Financial Group, LLC

710

Mar 31, 26

0.01%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

702

Mar 31, 26

0.01%

Private Wealth Asset Management, LLC

618

Mar 31, 26

0.01%

TWIN PEAKS WEALTH ADVISORS, LLC

578

Mar 31, 26

+578

0.01%

Synergy Investment Management, LLC

500

Mar 31, 26

+500

0.01%

MPWM ADVISORY SOLUTIONS, LLC

491

Mar 31, 26

-83

0.01%

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

405

Mar 31, 26

0.00%

IFP Advisors, Inc

378

Mar 31, 26

0.00%

BLAIR WILLIAM & CO/IL

324

Mar 31, 26

+24

0.00%

NBT BANK N A /NY

257

Mar 31, 26

+144

0.00%

ALERUS FINANCIAL NA

200

Mar 31, 26

0.00%

HANTZ FINANCIAL SERVICES, INC.

175

Mar 31, 26

0.00%

Smartleaf Asset Management LLC

165

Mar 31, 26

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

163

Mar 31, 26

0.00%

IFG Advisory, LLC

137

Mar 31, 26

-20.07K

0.00%

TD Capital Management LLC

132

Mar 31, 26

0.00%

SJS Investment Consulting Inc.

116

Mar 31, 26

+116

0.00%

Kozak & Associates, Inc.

111

Mar 31, 26

0.00%

MANNING & NAPIER ADVISORS LLC

110

Mar 31, 26

0.00%

Larson Financial Group LLC

105

Mar 31, 26

0.00%

Salomon & Ludwin, LLC

100

Mar 31, 26

0.00%

Financial Perspectives, Inc

100

Mar 31, 26

0.00%

Key FInancial Inc

Mar 31, 26

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

Mar 31, 26

0.00%

Advisory Services Network, LLC

Mar 31, 26

+86

0.00%

CoreCap Advisors, LLC

Mar 31, 26

0.00%

MATHER GROUP, LLC.

Mar 31, 26

+64

0.00%

Ronald Blue Trust, Inc.

Mar 31, 26

+48

0.00%

VANGUARD ADVISERS INC

Mar 31, 26

+45

0.00%

BEACON INVESTMENT ADVISORY SERVICES, INC.

Mar 31, 26

+35

0.00%

Paladin Advisory Group, LLC

Mar 31, 26

-9

0.00%

Russell Investments Group, Ltd.

Mar 31, 26

-12

0.00%

Transamerica Financial Advisors, Inc.

Mar 31, 26

-19

0.00%

Tower Research Capital LLC (TRC)

Mar 31, 26

0.00%

SILVER OAK SECURITIES, INCORPORATED

Mar 31, 26

-31.01K

Coppell Advisory Solutions LLC

Mar 31, 26

-3.64K

Envestnet Portfolio Solutions, Inc.

Mar 31, 26

-5.11K

TOMPKINS FINANCIAL CORP

Mar 31, 26

-29

FLAGSHIP HARBOR ADVISORS, LLC

Mar 31, 26

-67

Smithfield Trust Co

Mar 31, 26

-40

TWO SIGMA SECURITIES, LLC

Mar 31, 26

-7.24K

BRYN MAWR TRUST Co

Mar 31, 26

-850

AXXCESS WEALTH MANAGEMENT, LLC

Mar 31, 26

-4.68K

SUMMIT WEALTH GROUP LLC / CO

Mar 31, 26

-1.99K

Main Line Retirement Advisors, LLC

Mar 31, 26

-101.00K

Independent Wealth Network Inc.

Mar 31, 26

-4.38K

BRADY FAMILY WEALTH, LLC

Mar 31, 26

-1.82K

COMERICA BANK

21.79K

Dec 31, 25

-1.25K

0.25%

GPS Wealth Strategies Group, LLC

1.83K

Dec 31, 25

-5.52K

0.02%

Global Retirement Partners, LLC

286

Dec 31, 25

0.00%

SYNOVUS FINANCIAL CORP

3.09K

Sep 30, 25

-465

0.03%

BRASS TAX WEALTH MANAGEMENT, INC

2.13K

Sep 30, 25

0.02%

Northeast Financial Consultants Inc

4.40K

Jun 30, 25

0.05%

TFG Advisers LLC

3.00K

Jun 30, 25

-459

0.03%

AVANTAX ADVISORY SERVICES, INC.

2.43K

Jun 30, 25

+2.43K

0.03%

Kings Path Partners LLC

1.59K

Jun 30, 25

-39

0.02%

Capital A Wealth Management, LLC

Jun 30, 25

-1.07K

Atria Wealth Solutions, Inc.

Jun 30, 25

-2.40K

CAROLINAS WEALTH CONSULTING LLC

157

Mar 31, 25

-1

0.00%

Bison Wealth, LLC

2.95K

Dec 31, 24

-96

0.03%

Householder Group Estate & Retirement Specialist, LLC

586

Dec 31, 24

0.01%

RAYMOND JAMES & ASSOCIATES

211.30K

Sep 30, 24

+419

2.38%

Raymond James Financial Services Advisors, Inc.

202.44K

Sep 30, 24

+5.27K

2.28%

Sweet Financial Partners, LLC

42.62K

Sep 30, 24

+3.57K

0.48%

CEDRUS LLC

4.37K

Sep 30, 24

+4.37K

0.05%

BENJAMIN F. EDWARDS & COMPANY, INC.

10.72K

Jun 30, 24

+106

0.12%

Solano Wealth Management, Inc.

4.62K

Jun 30, 24

0.05%

ICA Group Wealth Management, LLC

Jun 30, 24

-41

Cetera Advisors LLC

101.37K

Mar 31, 24

+79.26K

1.14%

Cetera Advisor Networks LLC

78.85K

Mar 31, 24

+8.88K

0.89%

Coppell Advisory Solutions Corp.

17.63K

Mar 31, 24

+17.63K

0.20%

WEALTHSOURCE PARTNERS, LLC

85.23K

Dec 31, 23

-786

0.96%

COMERICA SECURITIES,INC.

7.83K

Sep 30, 23

-122

0.09%

Quantitative Advantage, LLC

Mar 31, 23

-3.49K

American Portfolios Advisors

2.22K

Sep 30, 22

+2.22K

0.03%

Strategic Asset Management, LLC

862

Sep 30, 22

0.01%

KARLINSKI ANDREW C

Sep 30, 22

0.00%

Frontier Wealth Management LLC

14.48K

Jun 30, 22

-239

0.16%

Holloway Wealth Management, LLC

66.86K

Mar 31, 22

-6.74K

0.75%

BREITER CAPITAL MANAGEMENT INC

45.93K

Mar 31, 22

+8.34K

0.52%

NEXT Financial Group, Inc

Dec 31, 21

-176

Ameritas Investment Company, LLC

Sep 30, 21

-2.97K

USCA RIA LLC

26.95K

Jun 30, 21

-330

0.30%

Winslow, Evans & Crocker, Inc.

Dec 31, 20

0.00%

First Allied Advisory Services, Inc.

26.84K

Sep 30, 20

+3.27K

0.30%

Peak Capital Management LLC

96.12K

Mar 31, 20

-22.61K

1.08%

Advisor Group, Inc.

77.72K

Dec 31, 19

+652

0.88%

LADENBURG THALMANN FINANCIAL SERVICES INC.

40.65K

Dec 31, 19

+3.44K

0.46%

BB&T SECURITIES, LLC

35.96K

Sep 30, 19

+1.88K

0.41%

HL FINANCIAL SERVICES LLC

73.16K

Mar 31, 19

-1.55K

0.83%

RELIANCE TRUST CO OF DELAWARE

5.00K

Mar 31, 19

+5.00K

0.06%

COMERICA SECURITIES INC

17.18K

Dec 31, 18

-904

0.19%

Vantage Investment Advisors, LLC

224

Sep 30, 18

0.00%

IFC Holdings Incorporated/FL

25.16K

Dec 31, 17

-22.88K

0.28%

SII INVESTMENTS INC/WI

12.27K

Dec 31, 17

+12.27K

0.14%

BB&T INVESTMENT SERVICES, INC.

205

Dec 31, 17

+205

0.00%

INVESTMENT CENTERS OF AMERICA INC

Dec 31, 17

-20.47K

GIRARD SECURITIES, INC.

12.88K

Sep 30, 17

-688

0.15%

Commonwealth Equity Services, Inc

27.38K

Jun 30, 17

-3.32K

0.31%

WFG Advisors, LP

1.33K

Jun 30, 17

-99

0.01%

Virtu KCG Holdings LLC

Jun 30, 17

-6.92K

FIRST FINANCIAL EQUITY CORPORATION

10.29K

Mar 31, 17

+10.29K

0.12%

Integrated Wealth Management

7.29K

Mar 31, 17

+831

0.08%

MSI Financial Services Inc

13.44K

Dec 31, 16

+1.68K

0.15%

SOCIETE GENERALE

29.75K

Jun 30, 16

+29.75K

0.34%

VSR Financial Services, Inc.

12.96K

Jun 30, 16

+548

0.15%

Investors Capital Advisory Services

10.96K

Jun 30, 16

+1.41K

0.12%

SOUTH GEORGIA CAPITAL, LLC

310

Sep 30, 15

0.00%

MANAGED ACCOUNT ADVISORS LLC

10.87K

Jun 30, 15

+1.85K

0.12%

BAIRD ROBERT W & CO INC /WI/

224.43K

Mar 31, 15

+31.93K

2.53%

NEW ENGLAND SECURITIES CORP /MA/

279

Dec 31, 14

-1.46K

0.00%

Placemark Investments, Inc.

Dec 31, 14

-17.59K

UBS AG

824.35K

Sep 30, 14

-96.24K

9.30%

STIFEL NICOLAUS & CO INC \MO\

61.75K

Sep 30, 13

+23.72K

0.70%

KNIGHT CAPITAL GROUP LLC

43.27K

Jun 30, 13

+27.90K

0.49%

First Allied Securities, Inc.

725

Jun 30, 12

0.01%