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First Trust ENH Short MAT FD (FTSM)

CUSIP: 33739Q408 | NYSE | 1062 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Csenge Advisory Group1,977,249
4.6% of portfolio›$117.7M
Commonwealth Equity Services, LLC1,269,925
0.1% of portfolio›$75.6M
Bdfs Capital LLC1,110,376
32.7% of portfolio›$66.3M
Cambridge Investment Research Advisors, Inc.930,075
0.3% of portfolio›$55.3M
Gradient Investments LLC713,305
0.6% of portfolio›$42.4M
TCP Asset Management, LLC649,525
4.4% of portfolio›$38.7M
Guided Capital Wealth Management, LLC642,454
22.2% of portfolio›$38.2M
Tucker Asset Management LLC614,144
9.0% of portfolio›$36.5M
Truist Financial Corp602,217
0.0% of portfolio›$35.8M
Accurate Wealth Management, LLC457,105
2.4% of portfolio›$27.3M
One Way Holdings LLC423,840
1.1% of portfolio›$25.2M
Summit Financial Wealth Advisors, LLC422,527
3.1% of portfolio›$25.1M
Balboa Wealth Partners400,559
3.2% of portfolio›$23.8M
Uptick Partners, LLC392,783
3.3% of portfolio›$23.4M
Mainsail Financial Group, LLC390,974
7.8% of portfolio›$23.3M
Atria Investments, Inc354,441
0.2% of portfolio›$21.1M
IFP Advisors, Inc334,919
0.3% of portfolio›$19.9M
Lake Street Private Wealth, LLC323,821
2.1% of portfolio›$19.3M
Park National Corp322,082
0.5% of portfolio›$19.2M
Wealth Enhancement Advisory Services, LLC290,878
0.0% of portfolio›$17.3M
Kaydan Wealth Management, Inc.280,383
5.7% of portfolio›$16.7M
Wesbanco Bank Inc275,285
0.5% of portfolio›$16.4M
Prospera Financial Services Inc273,856
0.2% of portfolio›$16.3M
Financial Enhancement Group LLC258,930
1.8% of portfolio›$15.4M
Flagship Harbor Advisors, LLC255,019
0.6% of portfolio›$15.2M
Oppenheimer & Co Inc250,505
0.2% of portfolio›$14.9M
Hilton Head Capital Partners, LLC248,582
8.0% of portfolio›$14.8M
Ellsworth Advisors, LLC245,440
2.4% of portfolio›$14.6M
Capital Investment Advisory Services, LLC242,249
0.9% of portfolio›$14.4M
Kestra Advisory Services, LLC239,861
0.0% of portfolio›$14.3M
Titleist Asset Management, LLC238,310
0.9% of portfolio›$14.2M
Stablepoint Partners, LLC229,893
1.8% of portfolio›$13.7M
Altium Investment Strategies LLC218,879
14.9% of portfolio›$13.1M
Shelton Wealth Management, LLC217,215
5.1% of portfolio›$12.9M
Crusonia Wealth Advisors LLC210,205
1.9% of portfolio›$12.5M
Avestar Capital, LLC207,152
1.0% of portfolio›$12.3M
Citigroup Inc204,964
0.0% of portfolio›$12.2M
Ashton Thomas Private Wealth, LLC199,306
0.2% of portfolio›$11.9M
IronBridge Private Wealth, LLC188,172
3.3% of portfolio›$11.2M
McGuire Investment Group, LLC177,647
0.9% of portfolio›$10.6M
Transcendent Capital Group LLC167,300
4.0% of portfolio›$10.0M
Cassia Capital Partners, LLC163,584
4.7% of portfolio›$9.7M
Simplicity Wealth,LLC159,421
0.3% of portfolio›$9.5M
Integrated Advisors Network LLC156,117
0.4% of portfolio›$9.3M
Fifth Third Bancorp140,440
0.0% of portfolio›$8.4M
Concurrent Investment Advisors, LLC134,268
0.1% of portfolio›$8.0M
Ifrah Financial Services, Inc.133,218
2.0% of portfolio›$7.9M
Clear Creek Financial Management, LLC132,794
0.6% of portfolio›$7.9M
Blueprint Investment Partners LLC127,999
0.6% of portfolio›$7.6M
Virtus Wealth Solutions LLC127,067
1.3% of portfolio›$7.6M
Fairway Financial, LLC126,548
4.7% of portfolio›$7.5M
Kestra Private Wealth Services, LLC126,484
0.1% of portfolio›$7.5M
D.A. Davidson & Co.125,537
0.0% of portfolio›$7.5M
Blueprint Financial Advisors LLC124,927
0.8% of portfolio›$7.4M
WealthPlan Investment Management, LLC122,189
0.4% of portfolio›$7.3M
Triumph Capital Management114,075
1.2% of portfolio›$6.8M
Opinicus Capital, Inc.103,675
3.3% of portfolio›$6.2M
Nilsine Partners, LLC101,919
0.4% of portfolio›$6.1M
EdgeRock Capital LLC100,086
1.3% of portfolio›$6.0M
RiverTree Advisors, LLC99,012
3.5% of portfolio›$5.9M
TKG Advisors, LLC98,611
2.0% of portfolio›$5.9M
J.W. Cole Advisors, Inc.98,401
0.1% of portfolio›$5.9M
Gerald Baker Financial Group LLC96,614
1.6% of portfolio›$5.7M
Sterling Manor Financial, LLC95,845
3.3% of portfolio›$5.7M
Plus Group Wealth Advisors LLC87,832
4.7% of portfolio›$5.2M
MGO One Seven LLC78,738
0.1% of portfolio›$4.7M
Commonwealth Financial Services, LLC77,485
0.8% of portfolio›$4.6M
StoneX Group Inc.76,458
0.2% of portfolio›$4.6M
Farther Finance Advisors, LLC73,868
0.0% of portfolio›$4.4M
Independent Financial Group, LLC73,716
0.1% of portfolio›$4.4M
Wagner Wealth Management, LLC69,655
0.7% of portfolio›$4.1M
Triad Wealth Partners, LLC69,473
0.2% of portfolio›$4.1M
G&S Capital LLC67,240
1.2% of portfolio›$4.0M
Towerpoint Wealth, LLC66,452
1.4% of portfolio›$4.0M
Stenger Family Office, LLC66,256
0.5% of portfolio›$4.0M
Sigma Planning Corp64,235
0.1% of portfolio›$3.8M
Daymark Wealth Partners, LLC64,086
0.1% of portfolio›$3.8M
IMG Wealth Management, Inc.63,242
1.9% of portfolio›$3.8M
Centerpoint Advisory Group61,577
2.3% of portfolio›$3.7M
Sowell Financial Services LLC59,921
0.1% of portfolio›$3.6M
Aprio Wealth Management, LLC59,540
0.2% of portfolio›$3.5M
Citizens Financial Group Inc57,267
0.0% of portfolio›$3.4M
Wealthcare Advisory Partners LLC56,404
0.1% of portfolio›$3.4M
Synergy Asset Management, LLC56,326
0.3% of portfolio›$3.4M
Cornerstone Wealth Management, LLC55,239
0.1% of portfolio›$3.3M
Great Lakes Retirement, Inc.54,455
0.3% of portfolio›$3.3M
Castle Rock Wealth Management, LLC53,572
0.6% of portfolio›$3.2M
Key Client Fiduciary Advisors, LLC48,310
0.8% of portfolio›$2.9M
Golden State Wealth Management, LLC46,812
0.3% of portfolio›$2.8M
RFG Advisory, LLC46,152
0.0% of portfolio›$2.7M
B. Riley Wealth Advisors, Inc.42,943
0.1% of portfolio›$2.6M
Dagco, Inc.42,426
0.4% of portfolio›$2.5M
Stone Wealth Partners42,326
0.9% of portfolio›$2.5M
Integrity Alliance, Llc.42,253
0.1% of portfolio›$2.5M
Cambridge Advisors Inc.42,200
0.4% of portfolio›$2.5M
Willner & Heller, LLC39,390
1.5% of portfolio›$2.3M
Family Capital Management, Inc.38,935
0.9% of portfolio›$2.3M
Core Wealth Partners LLC35,841
0.9% of portfolio›$2.1M
Keystone Wealth Services, LLC35,106
0.4% of portfolio›$2.1M
Assetmark, Inc33,639
0.0% of portfolio›$2.0M
Purus Wealth Management, LLC33,139
0.5% of portfolio›$2.0M
International Assets Investment Management, LLC32,562
0.1% of portfolio›$1.9M
Maia Wealth LLC32,142
0.3% of portfolio›$1.9M
Spire Wealth Management31,934
0.1% of portfolio›$1.9M
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors31,338
0.1% of portfolio›$1.9M
Insight Advisors, LLC/ PA31,056
0.3% of portfolio›$1.8M
San Luis Wealth Advisors LLC29,869
0.3% of portfolio›$1.8M
Beacon Financial Advisory LLC29,866
0.3% of portfolio›$1.8M
Chicago Partners Investment Group LLC28,835
0.0% of portfolio›$1.7M
NWF Advisory Services Inc.28,503
0.2% of portfolio›$1.7M
Ascentis Independent Advisors27,395
0.1% of portfolio›$1.6M
Wisconsin Wealth Advisors, LLC26,570
1.3% of portfolio›$1.6M
Clear Point Advisors Inc.26,054
1.1% of portfolio›$1.6M
Welch & Forbes LLC25,113
0.0% of portfolio›$1.5M
Vaughan David Investments LLC25,000
0.1% of portfolio›$1.5M
Quad-Cities Investment Group, LLC24,963
0.5% of portfolio›$1.5M
Wedbush Securities Inc24,581
0.1% of portfolio›$1.5M
Apollon Wealth Management, LLC24,288
0.0% of portfolio›$1.4M
Creative Planning23,368
0.0% of portfolio›$1.4M
Paladin Wealth, LLC23,353
0.8% of portfolio›$1.4M
Balefire, LLC22,949
0.2% of portfolio›$1.4M
Elevation Point Wealth Partners, LLC22,563
0.0% of portfolio›$1.3M
Uncommon Cents Investing Inc22,175
0.3% of portfolio›$1.3M
Naples Global Advisors, LLC21,807
0.1% of portfolio›$1.3M
PFS Partners, LLC21,259
0.5% of portfolio›$1.3M
Asset One Wealth Management LLC20,522
0.1% of portfolio›$1.2M
Stewardship Concepts Financial Services LLC18,627
0.7% of portfolio›$1.1M
Paragon Private Wealth Management, LLC18,078
0.3% of portfolio›$1.1M
Chiron Capital Management, LLC18,069
1.1% of portfolio›$1.1M
MTM Investment Management, LLC17,411
0.3% of portfolio›$1.0M
Weitzel Financial Services, Inc.16,350
0.3% of portfolio›$973.7K
Avior Wealth Management, LLC16,042
0.0% of portfolio›$954.7K
Lanark Financial, Inc.15,885
0.1% of portfolio›$945.3K
Integrity Advisory Solutions, LLC14,862
0.1% of portfolio›$884.5K
Refined Wealth Management14,209
0.5% of portfolio›$845.6K
Prime Capital Investment Advisors, LLC13,984
0.0% of portfolio›$832.2K
Compass Financial Management LLC12,806
0.1% of portfolio›$762.1K
Iams Wealth Management, LLC12,795
0.2% of portfolio›$761.4K
QP Wealth Management, LLC12,679
1.1% of portfolio›$754.5K
First Financial Group Corp12,654
0.6% of portfolio›$753.0K
Del-Sette Capital Management, LLC12,598
0.4% of portfolio›$749.7K
Global Assets Advisory, LLC12,528
0.2% of portfolio›$746.0K
Tortuga Wealth Management, Inc11,562
0.5% of portfolio›$688.1K
Private Trust Co NA11,350
0.1% of portfolio›$675.5K
Manchester Financial Inc11,242
0.1% of portfolio›$669.0K
PKS Advisory Services, LLC10,886
0.1% of portfolio›$650.2K
Midwest Financial Network, LLC10,879
0.4% of portfolio›$647.4K
Thrivent Financial for Lutherans9,961
0.0% of portfolio›$593.0K
First Heartland Consultants, Inc.9,890
0.0% of portfolio›$588.6K
Sage Capital Advisors,llc9,752
0.1% of portfolio›$580.3K
Signal Advisors Wealth, LLC9,402
0.0% of portfolio›$559.5K
SLT Holdings LLC9,293
0.3% of portfolio›$553.0K
Objective Capital Management, LLC9,251
0.5% of portfolio›$550.5K
Symphony Financial, Ltd. Co.9,167
0.0% of portfolio›$545.6K
Latitude Advisors, LLC8,849
0.2% of portfolio›$526.6K
Aries Wealth Management8,500
0.1% of portfolio›$505.8K
James T. Borello RIA8,313
0.1% of portfolio›$494.7K
Cottonwood Capital Advisors, LLC8,252
0.3% of portfolio›$491.1K
Rahlfs Capital, LLC7,850
0.3% of portfolio›$467.2K
Wilkerson Advisory Group LLC7,751
0.1% of portfolio›$461.3K
SeaCrest Wealth Management, LLC7,728
0.1% of portfolio›$459.9K
Founders Financial Securities LLC7,624
0.0% of portfolio›$453.7K
Meridian Wealth Management, LLC7,517
0.0% of portfolio›$447.3K
Archer Investment Corp7,460
0.1% of portfolio›$443.9K
Park Avenue Securities LLC7,021
0.0% of portfolio›$418.0K
Gibbs Wealth Management7,020
0.0% of portfolio›$417.8K
Lunt Capital Management, Inc.6,803
0.2% of portfolio›$404.8K
Capital Investment Counsel, LLC6,797
0.1% of portfolio›$404.5K
World Equity Group, Inc.6,154
0.2% of portfolio›$366.2K
Tcfg Investment Advisors, LLC6,011
0.1% of portfolio›$357.7K
Lodestar Private Asset Management LLC6,006
0.0% of portfolio›$357.4K
Cherry Creek Investment Advisors, Inc.5,688
0.1% of portfolio›$338.5K
Davenport & Co LLC5,574
0.0% of portfolio›$331.7K
Blueline Advisors LLC5,398
0.2% of portfolio›$321.2K
Sovran Advisors, LLC5,376
0.0% of portfolio›$321.3K
EverSource Wealth Advisors, LLC5,332
0.0% of portfolio›$317.3K
Independent Wealth Network Inc.5,124
0.1% of portfolio›$304.9K
Brady Family Wealth, LLC4,953
0.1% of portfolio›$294.8K
US Bancorp \de\4,895
0.0% of portfolio›$291.3K
Huntleigh Advisors, Inc.4,850
0.0% of portfolio›$288.6K
Verdence Capital Advisors LLC4,690
0.0% of portfolio›$279.1K
Signature Equity Partners, LLC4,580
0.1% of portfolio›$272.6K
Dynamic Advisor Solutions LLC4,515
0.0% of portfolio›$268.7K
Nations Financial Group Inc,4,069
0.0% of portfolio›$242.2K
Venture Visionary Partners LLC4,067
0.0% of portfolio›$242.0K
Sheets Smith Wealth Management4,000
0.0% of portfolio›$238.0K
Strid Group, LLC3,996
0.0% of portfolio›$237.8K
Southland Equity Partners LLC3,883
0.0% of portfolio›$231.1K
Brookstone Capital Management3,860
0.0% of portfolio›$229.7K
Valeo Financial Advisors, LLC3,850
0.0% of portfolio›$229.1K
TrueWealth Advisors, LLC3,757
0.1% of portfolio›$223.6K
ASL Financial, LLC3,535
0.1% of portfolio›$210.4K
Parallel Advisors, LLC3,527
0.0% of portfolio›$209.9K
Merkkuri Wealth Advisors LLC3,395
0.1% of portfolio›$202.0K
Northbridge Financial Group, LLC3,383
0.1% of portfolio›$201.5K
Evolution Wealth Management Inc.3,197
0.1% of portfolio›$190.3K
Creative Financial Designs Inc2,755
0.0% of portfolio›$163.9K
GK Wealth Management LLC2,281
0.1% of portfolio›$135.7K
Westside Investment Management, Inc.1,800
0.0% of portfolio›$107.1K
Mather Group, Llc.1,781
0.0% of portfolio›$106.0K
Global Trust Asset Management, LLC1,428
0.0% of portfolio›$85.0K
Larson Financial Group LLC1,317
0.0% of portfolio›$78.4K
NBT Bank, N.A.1,268
0.0% of portfolio›$75.5K
Wealth Enhancement Trust Services, Inc.1,069
0.0% of portfolio›$63.6K
Dhjj Financial Advisors, Ltd.1,008
0.0% of portfolio›$60.0K
Kelleher Financial Advisors921
0.0% of portfolio›$54.8K
Pinnacle Bancorp, Inc.915
0.0% of portfolio›$54.5K
Mascoma Wealth Management LLC845
0.0% of portfolio›$50.3K
Parkside Financial Bank & Trust800
0.0% of portfolio›$47.6K
Insight Inv LLC700
0.0% of portfolio›$41.7K
Tsfg, LLC656
0.0% of portfolio›$39.0K
Kingdom Financial Group Llc.512
0.0% of portfolio›$30.5K
Duncker Streett & Co Inc500
0.0% of portfolio›$29.8K
Harbor Investment Advisory, LLC313
0.0% of portfolio›$18.6K
Mcdonald Partners LLC300
0.0% of portfolio›$17.9K
CoreCap Advisors, LLC297
0.0% of portfolio›$17.7K
Ascentis Wealth Management, LLC292
0.0% of portfolio›$17.4K
3 Factor Indexing, LLC233
0.0% of portfolio›$13.9K
Avion Wealth150
0.0% of portfolio›$8
Atwood & Palmer Inc133
0.0% of portfolio›$7.9K
Canton Hathaway, LLC84
0.0% of portfolio›$5.0K
Gamma Investing LLC66
0.0% of portfolio›$3.9K
Wolff Wiese Magana LLC61
0.0% of portfolio›$3.6K
Hazlett, Burt & Watson, Inc.28
0.0% of portfolio›$2
Nfsg Corp27
0.0% of portfolio›$1.6K
CX Institutional26
0.0% of portfolio›$2
Comprehensive Financial Planning, Inc.23
0.0% of portfolio›$1.4K
SBI Securities Co., Ltd.15
0.0% of portfolio›$893
Markowski Investments7
0.0% of portfolio›$417
StyleTurnoverLocationFiled
Csenge Advisory Group
1,977,249$117.7M4.6%ETFMediumClearwater, FL2026-11-04
Commonwealth Equity Services, LLC
1,269,925$75.6M0.1%ETFLowWaltham, MA2026-11-02
Bdfs Capital LLC
1,110,376$66.3M32.7%ETFLowRehoboth Beach, DE2026-10-14
Cambridge Investment Research Advisors, Inc.
930,075$55.3M0.3%ETFLowFairfield, IA2026-11-02
Gradient Investments LLC
713,305$42.4M0.6%CoreMediumArden Hills, MN2026-10-08
TCP Asset Management, LLC
649,525$38.7M4.4%ETFLowUpper Arlington, OH2026-10-14
Guided Capital Wealth Management, LLC
642,454$38.2M22.2%ETFMediumHouston, TX2026-10-21
Tucker Asset Management LLC
614,144$36.5M9.0%ETFMediumLittleton, CO2026-10-29
Truist Financial Corp
602,217$35.8M0.0%CoreLowCharlotte, NC2026-10-30
Accurate Wealth Management, LLC
457,105$27.3M2.4%CoreMediumWesley Chapel, FL2026-10-20
One Way Holdings LLC
423,840$25.2M1.1%CoreMediumFlower Mound, TX2026-10-29
Summit Financial Wealth Advisors, LLC
422,527$25.1M3.1%ETFLowLafayette, LA2026-10-15
Balboa Wealth Partners
400,559$23.8M3.2%Agg GrowthMediumScottsdale, AZ2026-10-20
Uptick Partners, LLC
392,783$23.4M3.3%ETFLowNacogdoches, TX2026-11-04
Mainsail Financial Group, LLC
390,974$23.3M7.8%ETFLowBellevue, WA2026-10-23
Atria Investments, Inc
354,441$21.1M0.2%CoreMediumCharlotte, NC2026-10-15
IFP Advisors, Inc
334,919$19.9M0.3%GrowthLowTampa, FL2026-10-16
Lake Street Private Wealth, LLC
323,821$19.3M2.1%GrowthLowChicago, IL2026-10-22
Park National Corp
322,082$19.2M0.5%CoreLowNewark, OH2026-10-05
Wealth Enhancement Advisory Services, LLC
290,878$17.3M0.0%CoreLowPlymouth, MN2026-10-13
Kaydan Wealth Management, Inc.
280,383$16.7M5.7%ETFMediumFenton, MI2026-10-08
Wesbanco Bank Inc
275,285$16.4M0.5%CoreLowWheeling, WV2026-11-04
Prospera Financial Services Inc
273,856$16.3M0.2%CoreMediumDallas, TX2026-11-04
Financial Enhancement Group LLC
258,930$15.4M1.8%ETFMediumAnderson, IN2026-10-08
Flagship Harbor Advisors, LLC
255,019$15.2M0.6%ETFMediumBoston, MA2026-10-26
Oppenheimer & Co Inc
250,505$14.9M0.2%CoreLowNew York, NY2026-10-26
Hilton Head Capital Partners, LLC
248,582$14.8M8.0%CoreMediumHilton Head Island, SC2026-10-23
Ellsworth Advisors, LLC
245,440$14.6M2.4%GARPHighHudson, OH2026-10-15
Capital Investment Advisory Services, LLC
242,249$14.4M0.9%CoreMediumRaleigh, NC2026-10-30
Kestra Advisory Services, LLC
239,861$14.3M0.0%CoreLowAustin, TX2026-11-02
Titleist Asset Management, LLC
238,310$14.2M0.9%ETFLowSan Antonio, TX2026-10-08
Stablepoint Partners, LLC
229,893$13.7M1.8%CoreLowBraintree, MA2026-11-03
Altium Investment Strategies LLC
218,879$13.1M14.9%ETFLowWesley Chapel, FL2026-10-20
Shelton Wealth Management, LLC
217,215$12.9M5.1%GrowthMediumFort Worth, TX2026-10-16
Crusonia Wealth Advisors LLC
210,205$12.5M1.9%ETFVery LowDenver, CO2026-10-26
Avestar Capital, LLC
207,152$12.3M1.0%GrowthLowNew York, NY2026-10-28
Citigroup Inc
204,964$12.2M0.0%CoreMediumNew York, NY2026-11-04
Ashton Thomas Private Wealth, LLC
199,306$11.9M0.2%CoreMediumScottsdale, AZ2026-11-03
IronBridge Private Wealth, LLC
188,172$11.2M3.3%Agg GrowthMediumAustin, TX2026-11-03
McGuire Investment Group, LLC
177,647$10.6M0.9%Agg GrowthLowWakefield, RI2026-10-23
Transcendent Capital Group LLC
167,300$10.0M4.0%ETFMediumEdmond, OK2026-10-28
Cassia Capital Partners, LLC
163,584$9.7M4.7%ETFLowWinston Salem, NC2026-11-04
Simplicity Wealth,LLC
159,421$9.5M0.3%ETFLowSummit, NJ2026-10-23
Integrated Advisors Network LLC
156,117$9.3M0.4%GrowthMediumDallas, TX2026-10-20
Fifth Third Bancorp
140,440$8.4M0.0%IndexVery LowCincinnati, OH2026-11-05
Concurrent Investment Advisors, LLC
134,268$8.0M0.1%GrowthMediumTampa, FL2026-10-16
Ifrah Financial Services, Inc.
133,218$7.9M2.0%ETFLowLittle Rock, AR2026-10-13
Clear Creek Financial Management, LLC
132,794$7.9M0.6%ETFMediumSilverdale, WA2026-10-28
Blueprint Investment Partners LLC
127,999$7.6M0.6%ETFMediumGreensboro, NC2026-10-28
Virtus Wealth Solutions LLC
127,067$7.6M1.3%Agg GrowthHighCranford, NJ2026-11-03
Fairway Financial, LLC
126,548$7.5M4.7%ETFMediumCasselberry, FL2026-10-20
Kestra Private Wealth Services, LLC
126,484$7.5M0.1%GrowthLowAustin, TX2026-10-30
D.A. Davidson & Co.
125,537$7.5M0.0%CoreLowGreat Falls, MT2026-10-28
Blueprint Financial Advisors LLC
124,927$7.4M0.8%GARPMediumGreensboto, NC2026-10-28
WealthPlan Investment Management, LLC
122,189$7.3M0.4%GrowthMediumOmaha, NE2026-10-15
Triumph Capital Management
114,075$6.8M1.2%ETFMediumDenver, CO2026-10-14
Opinicus Capital, Inc.
103,675$6.2M3.3%GrowthLowTampa, FL2026-10-28
Nilsine Partners, LLC
101,919$6.1M0.4%CoreMediumGreenwood Village, CO2026-11-02
EdgeRock Capital LLC
100,086$6.0M1.3%ETFLowDenver, CO2026-11-03
RiverTree Advisors, LLC
99,012$5.9M3.5%ETFMediumWinter Park, FL2026-10-13
TKG Advisors, LLC
98,611$5.9M2.0%MomentumMediumValparaiso, IN2026-11-02
J.W. Cole Advisors, Inc.
98,401$5.9M0.1%IndexLowTampa, FL2026-11-05
Gerald Baker Financial Group LLC
96,614$5.7M1.6%GARPLowArlington, TX2026-10-09
Sterling Manor Financial, LLC
95,845$5.7M3.3%ETFLowSaratoga Springs, NY2026-10-21
Plus Group Wealth Advisors LLC
87,832$5.2M4.7%ETFLowBelgium, WI2026-10-19
MGO One Seven LLC
78,738$4.7M0.1%GrowthLowBeachwood, OH2026-10-28
Commonwealth Financial Services, LLC
77,485$4.6M0.8%ETFMediumVienna, WV2026-10-20
StoneX Group Inc.
76,458$4.6M0.2%ETFMediumNew York, NY2026-11-03
Farther Finance Advisors, LLC
73,868$4.4M0.0%IndexLowSan Francisco, CA2026-10-08
Independent Financial Group, LLC
73,716$4.4M0.1%GrowthLowSan Diego, CA2026-10-13
Wagner Wealth Management, LLC
69,655$4.1M0.7%ETFLowGreenville, SC2026-10-21
Triad Wealth Partners, LLC
69,473$4.1M0.2%ETFMediumLawrence, KS2026-10-26
G&S Capital LLC
67,240$4.0M1.2%CoreMediumDenver, CO2026-10-23
Towerpoint Wealth, LLC
66,452$4.0M1.4%ETFLowSacramento, CA2026-10-13
Stenger Family Office, LLC
66,256$4.0M0.5%GrowthMediumNaperville, IL2026-10-22
Sigma Planning Corp
64,235$3.8M0.1%GrowthMediumAnn Arbor, MI2026-10-23
Daymark Wealth Partners, LLC
64,086$3.8M0.1%CoreLowCincinnati, OH2026-11-04
IMG Wealth Management, Inc.
63,242$3.8M1.9%ETFMediumJacksonville, FL2026-10-27
Centerpoint Advisory Group
61,577$3.7M2.3%ETFLowOverland Park, KS2026-10-23
Sowell Financial Services LLC
59,921$3.6M0.1%CoreLowNorth Little Rock, AR2026-10-23
Aprio Wealth Management, LLC
59,540$3.5M0.2%ETFMediumAtlanta, GA2026-10-28
Citizens Financial Group Inc
57,267$3.4M0.0%GrowthLowProvidence, RI2026-10-23
Wealthcare Advisory Partners LLC
56,404$3.4M0.1%ETFLowWest Chester, PA2026-10-21
Synergy Asset Management, LLC
56,326$3.4M0.3%GrowthHighVancouver, WA2026-11-05
Cornerstone Wealth Management, LLC
55,239$3.3M0.1%ETFVery LowSt. Peters, MO2026-11-04
Great Lakes Retirement, Inc.
54,455$3.3M0.3%GrowthLowSandusky, OH2026-10-26
Castle Rock Wealth Management, LLC
53,572$3.2M0.6%GrowthMediumWalnut Creek, CA2026-10-09
Key Client Fiduciary Advisors, LLC
48,310$2.9M0.8%ValueMediumFairfield, NJ2026-10-19
Golden State Wealth Management, LLC
46,812$2.8M0.3%ETFMediumSanta Ana, CA2026-11-02
RFG Advisory, LLC
46,152$2.7M0.0%ETFMediumBirmingham, AL2026-11-03
B. Riley Wealth Advisors, Inc.
42,943$2.6M0.1%GrowthLowMemphis, TN2026-10-13
Dagco, Inc.
42,426$2.5M0.4%ETFVery LowWestlake, OH2026-10-20
Stone Wealth Partners
42,326$2.5M0.9%ETFLowJefferson, LA2026-11-05
Integrity Alliance, Llc.
42,253$2.5M0.1%ETFMediumUrbandale, IA2026-10-29
Cambridge Advisors Inc.
42,200$2.5M0.4%ETFVery LowOmaha, NE2026-10-19
Willner & Heller, LLC
39,390$2.3M1.5%GrowthLowEncino, CA2026-10-28
Family Capital Management, Inc.
38,935$2.3M0.9%ETFLowGrand Rapids, MI2026-11-03
Core Wealth Partners LLC
35,841$2.1M0.9%GrowthLowSanta Rosa, CA2026-11-02
Keystone Wealth Services, LLC
35,106$2.1M0.4%ETFHighPalm Desert, CA2026-11-03
Assetmark, Inc
33,639$2.0M0.0%ETFLowConcord, CA2026-10-21
Purus Wealth Management, LLC
33,139$2.0M0.5%Agg GrowthVery LowNewport Beach, CA2026-10-15
International Assets Investment Management, LLC
32,562$1.9M0.1%CoreVery HighOrlando, FL2026-11-02
Maia Wealth LLC
32,142$1.9M0.3%ETFMediumDenver, CO2026-10-19
Spire Wealth Management
31,934$1.9M0.1%GrowthMediumMclean, VA2026-10-30
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
31,338$1.9M0.1%ETFMediumWestlake, OH2026-10-14
Insight Advisors, LLC/ PA
31,056$1.8M0.3%ETFMediumNewtown, PA2026-10-22
San Luis Wealth Advisors LLC
29,869$1.8M0.3%CoreMediumSan Luis Obispo, CA2026-10-27
Beacon Financial Advisory LLC
29,866$1.8M0.3%ETFLowCleveland, OH2026-10-16
Chicago Partners Investment Group LLC
28,835$1.7M0.0%GARPLowChicago, IL2026-10-27
NWF Advisory Services Inc.
28,503$1.7M0.2%GARPLowLos Angeles, CA2026-10-19
Ascentis Independent Advisors
27,395$1.6M0.1%ETFLowDallas, TX2026-11-03
Wisconsin Wealth Advisors, LLC
26,570$1.6M1.3%ETFLowSun Prairie, WI2026-10-08
Clear Point Advisors Inc.
26,054$1.6M1.1%ETFMediumMelville, NY2026-10-30
Welch & Forbes LLC
25,113$1.5M0.0%CoreVery LowBoston, MA2026-11-04
Vaughan David Investments LLC
25,000$1.5M0.1%ValueLowPeoria, IL2026-11-05
Quad-Cities Investment Group, LLC
24,963$1.5M0.5%CoreLowDavenport, IA2026-10-16
Wedbush Securities Inc
24,581$1.5M0.1%CoreLowPasadena, CA2026-10-22
Apollon Wealth Management, LLC
24,288$1.4M0.0%GrowthLowMount Pleasant, SC2026-10-23
Creative Planning
23,368$1.4M0.0%IndexVery LowOverland Park, KS2026-11-02
Paladin Wealth, LLC
23,353$1.4M0.8%CoreLowArden Hills, MN2026-10-23
Balefire, LLC
22,949$1.4M0.2%ETFMediumDallas, TX2026-10-09
Elevation Point Wealth Partners, LLC
22,563$1.3M0.0%CoreHighDenver, CO2026-11-05
Uncommon Cents Investing Inc
22,175$1.3M0.3%ValueVery LowJanesville, WI2026-10-20
Naples Global Advisors, LLC
21,807$1.3M0.1%CoreVery LowNaples, FL2026-11-05
PFS Partners, LLC
21,259$1.3M0.5%ETFVery LowMine Hill, NJ2026-10-21
Asset One Wealth Management LLC
20,522$1.2M0.1%GrowthLowBellevue, WA2026-11-02
Stewardship Concepts Financial Services LLC
18,627$1.1M0.7%ETFLowSpokane, WA2026-10-06
Paragon Private Wealth Management, LLC
18,078$1.1M0.3%GrowthLowLexington, KY2026-10-20
Chiron Capital Management, LLC
18,069$1.1M1.1%YieldMediumTallahassee, FL2026-10-15
MTM Investment Management, LLC
17,411$1.0M0.3%CoreVery LowSpartanburg, SC2026-10-30
Weitzel Financial Services, Inc.
16,350$973.7K0.3%ETFVery LowDubuque, IA2026-10-16
Avior Wealth Management, LLC
16,042$954.7K0.0%ETFMediumOmaha, NE2026-10-13
Lanark Financial, Inc.
15,885$945.3K0.1%CoreMediumBirmingham, AL2026-10-26
Integrity Advisory Solutions, LLC
14,862$884.5K0.1%ETFMediumDallas, TX2026-10-29
Refined Wealth Management
14,209$845.6K0.5%ETFMediumSalt Lake City, UT2026-10-13
Prime Capital Investment Advisors, LLC
13,984$832.2K0.0%ETFLowOverland Park, KS2026-10-20
Compass Financial Management LLC
12,806$762.1K0.1%CoreN/ATampa, FL2026-10-30
Iams Wealth Management, LLC
12,795$761.4K0.2%CoreMediumOmaha, NE2026-10-15
QP Wealth Management, LLC
12,679$754.5K1.1%GrowthHighBoca Raton, FL2026-10-20
First Financial Group Corp
12,654$753.0K0.6%ETFLowRaleigh, NC2026-10-22
Del-Sette Capital Management, LLC
12,598$749.7K0.4%YieldHighSchenectady, NY2026-10-23
Global Assets Advisory, LLC
12,528$746.0K0.2%GrowthHighOrlando, FL2026-10-28
Tortuga Wealth Management, Inc
11,562$688.1K0.5%CoreLowTorrance, CA2026-10-27
Private Trust Co NA
11,350$675.5K0.1%CoreLowCleveland, OH2026-10-20
Manchester Financial Inc
11,242$669.0K0.1%ETFMediumWestlake Village, CA2026-10-15
PKS Advisory Services, LLC
10,886$650.2K0.1%ETFMediumAlbany, NY2026-10-26
Midwest Financial Network, LLC
10,879$647.4K0.4%ETFHighTinley Park, IL2026-10-13
Thrivent Financial for Lutherans
9,961$593.0K0.0%GARPMediumMinneapolis, MN2026-11-05
First Heartland Consultants, Inc.
9,890$588.6K0.0%ETFMediumLake St. Louis, MO2026-10-08
Sage Capital Advisors,llc
9,752$580.3K0.1%CoreLowSioux Falls, SD2026-10-13
Signal Advisors Wealth, LLC
9,402$559.5K0.0%ETFLowDetroit, MI2026-10-13
SLT Holdings LLC
9,293$553.0K0.3%GrowthMediumScottsdale, AZ2026-10-15
Objective Capital Management, LLC
9,251$550.5K0.5%ETFLowFairlawn, OH2026-10-13
Symphony Financial, Ltd. Co.
9,167$545.6K0.0%GrowthLowHouston, TX2026-10-22
Latitude Advisors, LLC
8,849$526.6K0.2%ETFLowYorkville, IL2026-10-27
Aries Wealth Management
8,500$505.8K0.1%CoreVery LowPortland, ME2026-10-23
James T. Borello RIA
8,313$494.7K0.1%ETFVery LowEast Dundee, IL2026-10-16
Cottonwood Capital Advisors, LLC
8,252$491.1K0.3%ETFVery LowSalt Lake City, UT2026-10-20
Rahlfs Capital, LLC
7,850$467.2K0.3%CoreLowLake Kiowa, TX2026-10-23
Wilkerson Advisory Group LLC
7,751$461.3K0.1%ETFMediumColumbia, MO2026-10-20
SeaCrest Wealth Management, LLC
7,728$459.9K0.1%GrowthLowPurchase, NY2026-10-21
Founders Financial Securities LLC
7,624$453.7K0.0%ETFMediumTowson, MD2026-10-28
Meridian Wealth Management, LLC
7,517$447.3K0.0%GrowthLowLexington, KY2026-11-05
Archer Investment Corp
7,460$443.9K0.1%CoreMediumCarmel, IN2026-11-05
Park Avenue Securities LLC
7,021$418.0K0.0%ETFMediumNew York, NY2026-10-26
Gibbs Wealth Management
7,020$417.8K0.0%CoreLowAlpharetta, GA2026-10-22
Lunt Capital Management, Inc.
6,803$404.8K0.2%ETFLowHolladay, UT2026-10-30
Capital Investment Counsel, LLC
6,797$404.5K0.1%CoreLowDenver, CO2026-10-14
World Equity Group, Inc.
6,154$366.2K0.2%GrowthMediumSchaumburg, IL2026-10-14
Tcfg Investment Advisors, LLC
6,011$357.7K0.1%GrowthMediumLaguna Niguel, CA2026-10-20
Lodestar Private Asset Management LLC
6,006$357.4K0.0%ETFLowAlamo, CA2026-10-26
Cherry Creek Investment Advisors, Inc.
5,688$338.5K0.1%GrowthLowEnglewood, CO2026-10-14
Davenport & Co LLC
5,574$331.7K0.0%CoreMediumRichmond, VA2026-10-14
Blueline Advisors LLC
5,398$321.2K0.2%ETFLowExeter, NH2026-10-15
Sovran Advisors, LLC
5,376$321.3K0.0%ETFMediumSan Diego, CA2026-11-02
EverSource Wealth Advisors, LLC
5,332$317.3K0.0%CoreMediumBirmingham, AL2026-11-04
Independent Wealth Network Inc.
5,124$304.9K0.1%ETFMediumUrbandale, IA2026-10-19
Brady Family Wealth, LLC
4,953$294.8K0.1%CoreVery LowSaint Louis, MO2026-11-02
US Bancorp \de\
4,895$291.3K0.0%IndexLowMinneapolis, MN2026-11-05
Huntleigh Advisors, Inc.
4,850$288.6K0.0%GrowthMediumSt. Louis, MO2026-11-03
Verdence Capital Advisors LLC
4,690$279.1K0.0%CoreMediumHunt Valley, MD2026-10-26
Signature Equity Partners, LLC
4,580$272.6K0.1%GrowthMediumColumbus, OH2026-10-29
Dynamic Advisor Solutions LLC
4,515$268.7K0.0%ETFLowPhoenix, AZ2026-10-13
Nations Financial Group Inc,
4,069$242.2K0.0%CoreLowCedar Rapids, IA2026-11-05
Venture Visionary Partners LLC
4,067$242.0K0.0%CoreLowSylvania, OH2026-10-07
Sheets Smith Wealth Management
4,000$238.0K0.0%CoreLowWinston-Salem, NC2026-10-16
Strid Group, LLC
3,996$237.8K0.0%ETFLowNewtown Square, PA2026-10-28
Southland Equity Partners LLC
3,883$231.1K0.0%ETFLowWildwood, MO2026-10-14
Brookstone Capital Management
3,860$229.7K0.0%ETFMediumWheaton, IL2026-10-22
Valeo Financial Advisors, LLC
3,850$229.1K0.0%ETFLowCarmel, IN2026-10-08
TrueWealth Advisors, LLC
3,757$223.6K0.1%ETFMediumBirmingham, AL2026-10-09
ASL Financial, LLC
3,535$210.4K0.1%ETFVery LowLos Gatos, CA2026-10-15
Parallel Advisors, LLC
3,527$209.9K0.0%IndexLowSan Francisco, CA2026-11-03
Merkkuri Wealth Advisors LLC
3,395$202.0K0.1%ETFMediumHicksville, NY2026-11-03
Northbridge Financial Group, LLC
3,383$201.5K0.1%GrowthLowTampa, FL2026-11-05
Evolution Wealth Management Inc.
3,197$190.3K0.1%ETFMediumFort Myers, FL2026-10-28
Creative Financial Designs Inc
2,755$163.9K0.0%ETFMediumKokomo, IN2026-11-04
GK Wealth Management LLC
2,281$135.7K0.1%GARPVery HighReno, NV2026-10-09
Westside Investment Management, Inc.
1,800$107.1K0.0%GrowthLowSanta Monica, CA2026-11-02
Mather Group, Llc.
1,781$106.0K0.0%ETFMediumChicago, IL2026-10-14
Global Trust Asset Management, LLC
1,428$85.0K0.0%GrowthMediumPalm Beach Gardens, FL2026-10-19
Larson Financial Group LLC
1,317$78.4K0.0%GrowthLowSt Louis, MO2026-11-05
NBT Bank, N.A.
1,268$75.5K0.0%CoreLowNorwich, NY2026-10-21
Wealth Enhancement Trust Services, Inc.
1,069$63.6K0.0%GrowthMediumSioux Falls, SD2026-10-07
Dhjj Financial Advisors, Ltd.
1,008$60.0K0.0%ETFVery LowNaperville, IL2026-10-23
Kelleher Financial Advisors
921$54.8K0.0%CoreMediumNew York, NY2026-10-30
Pinnacle Bancorp, Inc.
915$54.5K0.0%CoreVery LowBeatrice, NE2026-10-21
Mascoma Wealth Management LLC
845$50.3K0.0%ETFVery LowHanover, NH2026-10-23
Parkside Financial Bank & Trust
800$47.6K0.0%CoreVery LowSaint Louis, MO2026-10-27
Insight Inv LLC
700$41.7K0.0%CoreVery LowEl Segundo, CA2026-10-27
Tsfg, LLC
656$39.0K0.0%ETFLowLake Forest, IL2026-10-23
Kingdom Financial Group Llc.
512$30.5K0.0%ETFMediumPeoria, AZ2026-11-04
Duncker Streett & Co Inc
500$29.8K0.0%GrowthLowSt. Louis, MO2026-10-27
Harbor Investment Advisory, LLC
313$18.6K0.0%GrowthLowLutherville, MD2026-10-13
Mcdonald Partners LLC
300$17.9K0.0%CoreLowCleveland, OH2026-11-03
CoreCap Advisors, LLC
297$17.7K0.0%ETFMediumSouthfield, MI2026-10-08
Ascentis Wealth Management, LLC
292$17.4K0.0%Agg GrowthLowDallas, TX2026-11-03
3 Factor Indexing, LLC
233$13.9K0.0%ETFLowSacramento, CA2026-10-15
Avion Wealth
150$80.0%ETFLowThe Woodlands, TX2026-11-04
Atwood & Palmer Inc
133$7.9K0.0%CoreVery LowKansas City, MO2026-10-08
Canton Hathaway, LLC
84$5.0K0.0%ValueLowProvidence, RI2026-10-23
Gamma Investing LLC
66$3.9K0.0%IndexVery LowFoster City, CA2026-10-08
Wolff Wiese Magana LLC
61$3.6K0.0%GrowthLowCarslbad, CA2026-10-15
Hazlett, Burt & Watson, Inc.
28$20.0%CoreVery LowWheeling, WV2026-11-04
Nfsg Corp
27$1.6K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
CX Institutional
26$20.0%CoreMediumAuburn, IN2026-10-02
Comprehensive Financial Planning, Inc.
23$1.4K0.0%Agg GrowthLowEast Petersburg, PA2026-10-27
SBI Securities Co., Ltd.
15$8930.0%Agg GrowthLowTokyo, Mexico2026-10-22
Markowski Investments
7$4170.0%ETFN/ATampa, FL2026-10-30