FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - FTA
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Reduced | 1,768,703 | 171,207 | 0.01% | 0.01% | 1 | -37,420 | -2.07% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | Added to | 1,122,896 | 108,694 | 0.02% | 0.03% | 2 | +52,150 | 4.87% | Q2 2026 | Aug 07, 2026 |
| UBS Group AG | History | Reduced | 779,039 | 75,410 | 0.01% | 0.01% | 3 | -189,394 | -19.56% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 455,882 | 44,129 | 0.01% | 0.0% | 4 | +156,933 | 52.49% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 387,452 | 37,504 | 0.01% | 0.01% | 5 | -13,967 | -3.48% | Q2 2026 | Aug 03, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 383,334 | 37,106 | 0.0% | 0.0% | 6 | -7,973 | -2.04% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | Reduced | 343,878 | 33,286 | 0.03% | 0.03% | 7 | -1,297 | -0.38% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 311,921 | 30,193 | 0.01% | 0.01% | 8 | +16,819 | 5.7% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 197,703 | 19,137 | 0.0% | 0.0% | 9 | +366 | 0.19% | Q2 2026 | Aug 14, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 196,711 | 19,041 | 0.12% | 0.15% | 10 | -1,767 | -0.89% | Q2 2026 | Sep 08, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 183,956 | 17,806 | 0.22% | 0.22% | 11 | +7,201 | 4.07% | Q2 2026 | Aug 18, 2026 |
| NewEdge Advisors, LLC | History | Added to | 160,678 | 15,553 | 0.05% | 0.05% | 12 | +4,496 | 2.88% | Q2 2026 | Aug 12, 2026 |
| ASSETMARK, INC | History | Added to | 147,384 | 14,266 | 0.02% | 0.03% | 13 | +8,663 | 6.24% | Q2 2026 | Jul 30, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 142,095 | 13,755 | 0.03% | 0.03% | 14 | -4,165 | -2.85% | Q2 2026 | Jul 27, 2026 |
| Private Advisor Group, LLC | History | Reduced | 132,874 | 12,862 | 0.06% | 0.06% | 15 | -11,311 | -7.84% | Q2 2026 | Jul 27, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 125,213 | 12,124 | 0.01% | 0.02% | 16 | +8,402 | 7.19% | Q2 2026 | Aug 14, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 113,868 | 11,025 | 0.1% | 0.1% | 17 | +9,090 | 8.68% | Q2 2026 | Jul 24, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 102,990 | 9,969 | 0.0% | 0.0% | 18 | +619 | 0.6% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 91,587 | 8,865 | 0.01% | 0.02% | 19 | -37,654 | -29.13% | Q2 2026 | Jul 29, 2026 |
| Kaydan Wealth Management, Inc. | History | Reduced | 86,611 | 8,383 | 2.55% | 2.74% | 20 | -2,213 | -2.49% | Q2 2026 | Jul 24, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 83,727 | 8,104 | 0.01% | 0.01% | 21 | +13,305 | 18.89% | Q2 2026 | Jul 28, 2026 |
| IHT Wealth Management, LLC | History | Added to | 80,891 | 7,830 | 0.17% | 0.17% | 22 | +481 | 0.6% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 80,159 | 7,759 | 0.1% | 0.11% | 23 | +4,145 | 5.45% | Q2 2026 | Aug 12, 2026 |
| Holistic Financial Partners | History | Reduced | 78,335 | 7,582 | 4.63% | 4.83% | 24 | -62,309 | -44.3% | Q2 2026 | Jul 23, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 77,765 | 7,527 | 0.01% | 0.01% | 25 | +8,650 | 12.52% | Q2 2026 | Aug 12, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 74,776 | 7,238 | 0.01% | 0.01% | 26 | -1,081 | -1.43% | Q2 2026 | Aug 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 70,116 | 6,787 | 0.06% | 0.07% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 69,126 | 6,691 | 0.01% | 0.02% | 28 | -3,003 | -4.16% | Q2 2026 | Aug 05, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 58,969 | 5,708 | 0.13% | 0.14% | 29 | +1,561 | 2.72% | Q2 2026 | Aug 13, 2026 |
| COTTONWOOD CAPITAL ADVISORS, LLC | History | Reduced | 57,559 | 5,571 | 3.36% | 3.76% | 30 | -250 | -0.43% | Q2 2026 | Jul 23, 2026 |
| GREENUP STREET WEALTH MANAGEMENT LLC | History | New | 44,827 | 4,339 | 0.53% | — | 31 | +44,827 | New | Q2 2026 | Jul 27, 2026 |
| Midwest Heritage Bank, FSB | History | Reduced | 43,674 | 4,227 | 1.2% | 1.37% | 32 | -2,590 | -5.6% | Q2 2026 | Jul 28, 2026 |
| Prospera Financial Services Inc | History | Reduced | 42,540 | 4,118 | 0.06% | 0.07% | 33 | -1,343 | -3.06% | Q2 2026 | Jul 15, 2026 |
| Creative Planning | History | Added to | 41,949 | 4,060 | 0.0% | 0.0% | 34 | +239 | 0.57% | Q2 2026 | Aug 13, 2026 |
| Trueblood Wealth Management, LLC | History | Added to | 41,476 | 4,014 | 1.4% | 1.48% | 35 | +518 | 1.26% | Q2 2026 | Jul 27, 2026 |
| IFP Advisors, Inc | History | Reduced | 40,377 | 3,908 | 0.07% | 0.08% | 36 | -1,367 | -3.27% | Q2 2026 | Jul 20, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 37,826 | 3,661 | 0.22% | 0.25% | 37 | -31,551 | -45.48% | Q2 2026 | Aug 04, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 37,579 | 3,637 | 0.0% | 0.0% | 38 | -4,743 | -11.21% | Q2 2026 | Aug 06, 2026 |
| Atria Investments, Inc | History | Reduced | 36,380 | 3,521 | 0.04% | 0.04% | 39 | -1,201 | -3.2% | Q2 2026 | Jul 28, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 35,989 | 3,483 | 0.02% | 0.02% | 40 | -1,419 | -3.79% | Q2 2026 | Jul 24, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 29,337 | 2,872 | 0.0% | 0.0% | 41 | +6,651 | 29.32% | Q2 2026 | Aug 14, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Added to | 28,642 | 2,772 | 0.83% | 0.88% | 42 | +1,221 | 4.45% | Q2 2026 | Jul 16, 2026 |
| Virtu Financial LLC | History | Added to | 28,478 | 2,757 | 0.09% | 0.05% | 43 | +16,113 | 130.31% | Q2 2026 | Aug 13, 2026 |
| AE Wealth Management LLC | History | Reduced | 28,235 | 2,733 | 0.01% | 0.02% | 44 | -2,169 | -7.13% | Q2 2026 | Aug 03, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 27,881 | 2,698 | 0.14% | 0.15% | 45 | -26 | -0.09% | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 23,955 | 2,318 | 0.02% | 0.02% | 46 | -1,625 | -6.35% | Q2 2026 | Aug 14, 2026 |
| Triton Wealth Management, PLLC | History | Reduced | 23,058 | 2,245 | 0.69% | 0.79% | 47 | -97 | -0.42% | Q2 2026 | Aug 05, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Reduced | 20,892 | 2,022 | 0.57% | 0.62% | 48 | -501 | -2.34% | Q2 2026 | Aug 12, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 20,500 | 1,984 | 0.01% | 0.02% | 49 | -1,373 | -6.28% | Q2 2026 | Jul 20, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 20,485 | 1,982 | 0.01% | 0.01% | 50 | +12 | 0.06% | Q2 2026 | Jul 28, 2026 |
| OneAscent Financial Services LLC | History | Reduced | 20,349 | 1,969 | 0.09% | 0.1% | 51 | -234 | -1.14% | Q2 2026 | Aug 11, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 20,097 | 1,960 | 0.0% | 0.0% | 52 | +1,017 | 5.33% | Q2 2026 | Aug 12, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 19,292 | 1,867 | 0.01% | 0.01% | 53 | +13 | 0.07% | Q2 2026 | Aug 13, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 18,221 | 1,763 | 0.01% | 0.01% | 54 | -285 | -1.54% | Q2 2026 | Aug 17, 2026 |
| Midwest Financial Network, LLC | History | Reduced | 17,658 | 1,709 | 1.17% | 1.59% | 55 | -4,039 | -18.62% | Q2 2026 | Jul 07, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Reduced | 16,814 | 1,627 | 0.2% | 0.22% | 56 | -20 | -0.12% | Q2 2026 | Aug 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 16,788 | 1,625 | 0.0% | 0.0% | 57 | -7,171 | -29.93% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 16,645 | 1,611 | 0.0% | 0.0% | 58 | -41 | -0.25% | Q2 2026 | Aug 13, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 15,531 | 1,503 | 0.14% | 0.15% | 59 | +353 | 2.33% | Q2 2026 | Jul 16, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 15,377 | 1,488 | 0.04% | 0.01% | 60 | +11,767 | 325.96% | Q2 2026 | Jul 31, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 15,309 | 1,481 | 0.0% | 0.0% | 61 | +1,603 | 11.7% | Q2 2026 | Aug 07, 2026 |
| RFG Advisory, LLC | History | Reduced | 14,854 | 1,437 | 0.02% | 0.04% | 62 | -6,718 | -31.14% | Q2 2026 | Jul 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 14,785 | 1,431 | 0.02% | 0.02% | 63 | -421 | -2.77% | Q2 2026 | Jul 28, 2026 |
| Parallel Advisors, LLC | History | Reduced | 14,530 | 1,406 | 0.02% | 0.02% | 64 | -349 | -2.35% | Q2 2026 | Aug 05, 2026 |
| Mariner, LLC | History | No change | 14,467 | 1,400 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Waverly Advisors, LLC | History | Added to | 14,297 | 1,383 | 0.01% | 0.01% | 66 | +220 | 1.56% | Q2 2026 | Aug 14, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 14,229 | 1,377 | 0.02% | 0.02% | 67 | -333 | -2.29% | Q2 2026 | Aug 10, 2026 |
| Western Wealth Management, LLC | History | Reduced | 13,421 | 1,299 | 0.04% | 0.05% | 68 | -589 | -4.2% | Q2 2026 | Aug 14, 2026 |
| TCFG Investment Advisors, LLC | History | Reduced | 13,330 | 1,290 | 0.43% | 0.46% | 69 | -3 | -0.02% | Q2 2026 | Jul 17, 2026 |
| Coppell Advisory Solutions LLC | History | New | 11,720 | 1,262 | 0.1% | — | 71 | +11,720 | New | Q2 2026 | Aug 14, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 12,773 | 1,262 | 0.03% | 0.03% | 70 | +28 | 0.22% | Q2 2026 | Jul 29, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | No change | 13,333 | 1,231 | 0.46% | 0.46% | 72 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 12,699 | 1,229 | 0.0% | 0.0% | 73 | -25,877 | -67.08% | Q2 2026 | Sep 02, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 12,658 | 1,225 | 0.01% | 0.02% | 74 | -4,148 | -24.68% | Q2 2026 | Aug 10, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 12,134 | 1,174 | 0.0% | 0.0% | 75 | -4,051 | -25.03% | Q2 2026 | Aug 14, 2026 |
| Sun Financial Inc | History | Reduced | 11,314 | 1,159 | 0.55% | 0.58% | 76 | -1,041 | -8.43% | Q2 2026 | Aug 11, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 11,955 | 1,157 | 0.01% | 0.01% | 77 | -937 | -7.27% | Q2 2026 | Aug 11, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 11,741 | 1,136 | 0.02% | 0.02% | 78 | -391 | -3.22% | Q2 2026 | Aug 10, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | Reduced | 11,673 | 1,129 | 0.69% | 0.7% | 79 | -175 | -1.48% | Q2 2026 | Jul 15, 2026 |
| Proactive Wealth Strategies LLC | History | Added to | 11,299 | 1,093 | 0.18% | 0.2% | 80 | +41 | 0.36% | Q2 2026 | Aug 10, 2026 |
| RMR Capital Management, LLC | History | Reduced | 11,090 | 1,073 | 0.74% | 0.74% | 81 | -70 | -0.63% | Q2 2026 | Jul 27, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 10,239 | 991 | 0.0% | 0.0% | 82 | +186 | 1.85% | Q2 2026 | Aug 07, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 9,994 | 967 | 0.0% | 0.0% | 83 | -2,950 | -22.79% | Q2 2026 | Aug 11, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Added to | 9,692 | 938 | 0.43% | 0.47% | 84 | +118 | 1.23% | Q2 2026 | Aug 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 9,181 | 888 | 0.01% | 0.01% | 85 | -194 | -2.07% | Q2 2026 | Jul 27, 2026 |
| Allworth Financial LP | History | Added to | 8,827 | 854 | 0.0% | 0.0% | 86 | +180 | 2.08% | Q2 2026 | Aug 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 8,772 | 849 | 0.0% | 0.0% | 87 | +1,273 | 16.98% | Q2 2026 | Aug 12, 2026 |
| Keystone Wealth Services, LLC | History | Reduced | 8,779 | 849 | 0.16% | 0.19% | 88 | -601 | -6.41% | Q2 2026 | Aug 05, 2026 |
| Mutual Advisors, LLC | History | Added to | 8,400 | 813 | 0.02% | 0.02% | 89 | +809 | 10.66% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 7,997 | 774 | 0.0% | 0.0% | 90 | +1,007 | 14.41% | Q2 2026 | Aug 05, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 7,749 | 750 | 0.01% | 0.02% | 91 | -1,518 | -16.38% | Q2 2026 | Jul 15, 2026 |
| Blackhawk Capital Partners, LLC | History | Reduced | 7,726 | 747 | 0.24% | 0.31% | 92 | -1,424 | -15.56% | Q2 2026 | Jul 20, 2026 |
| Eukles Asset Management | History | Reduced | 7,675 | 742 | 0.31% | 0.32% | 93 | -79 | -1.02% | Q2 2026 | Aug 05, 2026 |
| Morey & Quinn Wealth Partners, LLC | History | No change | 7,650 | 740 | 0.48% | 0.5% | 94 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | No change | 7,550 | 730 | 0.0% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Three Seasons Wealth, LLC | History | Reduced | 7,271 | 703 | 0.06% | 0.26% | 96 | -82 | -1.12% | Q2 2026 | Aug 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 7,220 | 698 | 0.0% | 0.0% | 97 | -164 | -2.22% | Q2 2026 | Jul 20, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 7,208 | 697 | 0.11% | 0.07% | 98 | +2,695 | 59.72% | Q2 2026 | Aug 17, 2026 |
| HighTower Advisors, LLC | History | Reduced | 7,087 | 686 | 0.0% | 0.0% | 99 | -180 | -2.48% | Q2 2026 | Aug 05, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 6,980 | 675 | 0.01% | 0.01% | 100 | -71 | -1.01% | Q2 2026 | Aug 03, 2026 |
| Pinnacle Family Advisors, LLC | History | Reduced | 6,824 | 660 | 0.28% | 0.3% | 101 | -28 | -0.41% | Q2 2026 | Aug 14, 2026 |
| Vise Technologies, Inc. | History | New | 6,503 | 629 | 0.01% | — | 102 | +6,503 | New | Q2 2026 | Aug 10, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 6,493 | 628 | 0.02% | 0.02% | 103 | +8 | 0.12% | Q2 2026 | Jul 27, 2026 |
| FMR LLC | History | Added to | 6,478 | 627 | 0.0% | 0.0% | 104 | +11 | 0.17% | Q2 2026 | Aug 13, 2026 |
| NOVEM GROUP | History | Added to | 6,449 | 624 | 0.06% | 0.07% | 105 | +285 | 4.62% | Q2 2026 | Jul 21, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 6,410 | 620 | 0.08% | 0.11% | 106 | +51 | 0.8% | Q2 2026 | Aug 04, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 6,400 | 619 | 0.0% | 0.0% | 107 | -16 | -0.25% | Q2 2026 | Aug 13, 2026 |
| Independent Wealth Network Inc. | History | Added to | 6,374 | 616 | 0.16% | 0.15% | 108 | +1,009 | 18.81% | Q2 2026 | Jul 20, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 6,284 | 608 | 0.08% | 0.09% | 109 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STAR Financial Bank | History | No change | 6,279 | 607 | 0.25% | 0.27% | 110 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PFG Advisors | History | Reduced | 6,270 | 606 | 0.03% | 0.03% | 111 | -638 | -9.24% | Q2 2026 | Jul 16, 2026 |
| Clearwater Capital Advisors, LLC | History | Reduced | 6,235 | 603 | 0.04% | 0.05% | 112 | -172 | -2.68% | Q2 2026 | Aug 06, 2026 |
| IFS Group,LLC | History | Reduced | 6,212 | 601 | 0.83% | 0.51% | 113 | -21 | -0.34% | Q2 2026 | Jul 23, 2026 |
| IFG Advisory, LLC | History | New | 6,141 | 594 | 0.02% | — | 114 | +6,141 | New | Q2 2026 | Aug 13, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 5,951 | 576 | 0.01% | 0.01% | 115 | +160 | 2.76% | Q2 2026 | Jul 31, 2026 |
| &PARTNERS | History | Added to | 5,861 | 567 | 0.0% | 0.0% | 116 | +2,304 | 64.77% | Q2 2026 | Aug 14, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 5,743 | 555 | 0.02% | 0.02% | 117 | +922 | 19.12% | Q2 2026 | Jul 31, 2026 |
| American Institute for Advanced Investment Management, LLP | History | Reduced | 5,590 | 541 | 0.31% | 0.34% | 118 | -30 | -0.53% | Q2 2026 | Jul 21, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 5,570 | 539 | 0.0% | 0.0% | 119 | -141 | -2.47% | Q2 2026 | Aug 13, 2026 |
| Richmond Investment Services, LLC | History | Reduced | 5,560 | 538 | 0.17% | 0.19% | 120 | -6,934 | -55.5% | Q2 2026 | Jul 27, 2026 |
| Sigma Planning Corp | History | Reduced | 5,553 | 537 | 0.01% | 0.01% | 121 | -277 | -4.75% | Q2 2026 | Aug 07, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 5,538 | 536 | 0.0% | — | 122 | +5,538 | New | Q2 2026 | Aug 18, 2026 |
| Kraft, Davis & Associates, LLC | History | Added to | 5,137 | 501 | 0.1% | 0.1% | 123 | +3 | 0.06% | Q2 2026 | Jul 09, 2026 |
| Global Retirement Partners, LLC | History | New | 4,911 | 475 | 0.01% | — | 124 | +4,911 | New | Q2 2026 | Aug 06, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 4,782 | 462 | 0.02% | 0.02% | 125 | -31 | -0.64% | Q2 2026 | Jul 27, 2026 |
| VAQUERO PRIVATE WEALTH, LTD | History | New | 4,697 | 454 | 0.09% | — | 126 | +4,697 | New | Q2 2026 | Jul 17, 2026 |
| HRT FINANCIAL LP | History | New | 4,674 | 452 | 0.0% | — | 127 | +4,674 | New | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 4,645 | 449 | 0.0% | 0.0% | 128 | -2,585 | -35.75% | Q2 2026 | Aug 19, 2026 |
| BlueChip Wealth Advisors LLC | History | No change | 4,518 | 437 | 0.17% | 0.18% | 129 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 4,311 | 417 | 0.01% | 0.01% | 130 | -290 | -6.3% | Q2 2026 | Jul 28, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 4,309 | 417 | 0.01% | 0.01% | 131 | +58 | 1.36% | Q2 2026 | Jul 22, 2026 |
| WealthTrust Asset Management, LLC | History | Added to | 4,260 | 412 | 0.22% | 0.23% | 132 | +4 | 0.09% | Q2 2026 | Jul 27, 2026 |
| 1776 Wealth LLC | History | No change | 4,224 | 408 | 0.14% | 0.15% | 133 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| KPP Advisory Services LLC | History | No change | 4,186 | 405 | 0.05% | 0.06% | 134 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 4,155 | 402 | 0.0% | 0.01% | 135 | -362 | -8.01% | Q2 2026 | Aug 04, 2026 |
| Valmark Advisers, Inc. | History | No change | 4,143 | 401 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 3,968 | 384 | 0.01% | — | 137 | +3,968 | New | Q2 2026 | Aug 11, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 3,814 | 369 | 0.01% | 0.01% | 138 | -640 | -14.37% | Q2 2026 | Jul 29, 2026 |
| Sequent Planning LLC | History | Added to | 3,608 | 349 | 0.07% | 0.07% | 139 | +325 | 9.9% | Q2 2026 | Aug 14, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Reduced | 3,486 | 337 | 0.09% | 0.1% | 140 | -43 | -1.22% | Q2 2026 | Jul 06, 2026 |
| Invesco Ltd. | History | No change | 3,374 | 326 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GeoWealth Management, LLC | History | Added to | 3,197 | 309 | 0.01% | 0.01% | 142 | +130 | 4.24% | Q2 2026 | Jul 30, 2026 |
| ABLE Financial Group, LLC | History | Reduced | 3,186 | 308 | 0.05% | 0.06% | 143 | -91 | -2.78% | Q2 2026 | Jul 22, 2026 |
| Tidemark, LLC | History | No change | 3,169 | 306 | 0.07% | 0.07% | 144 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 3,030 | 297 | 0.0% | 0.0% | 145 | -32 | -1.05% | Q2 2026 | Jul 15, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 2,955 | 286 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WESBANCO BANK INC | History | No change | 2,949 | 285 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 2,917 | 282 | 0.02% | 0.02% | 148 | +1 | 0.03% | Q2 2026 | Jul 27, 2026 |
| StoneX Group Inc. | History | Reduced | 2,857 | 276 | 0.01% | 0.02% | 149 | -1,730 | -37.72% | Q2 2026 | Aug 12, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 2,851 | 276 | 0.01% | 0.01% | 151 | +4 | 0.14% | Q2 2026 | Aug 14, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 2,855 | 276 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 2,843 | 275 | 0.01% | 0.01% | 152 | +10 | 0.35% | Q2 2026 | Jul 24, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | No change | 2,835 | 274 | 0.04% | 0.04% | 153 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| World Investment Advisors | History | Reduced | 2,768 | 265 | 0.0% | 0.0% | 154 | -266 | -8.77% | Q2 2026 | Aug 13, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 2,723 | 263 | 0.01% | 0.01% | 155 | -191 | -6.55% | Q2 2026 | Aug 05, 2026 |
| MTM Investment Management, LLC | History | No change | 2,705 | 261 | 0.07% | 0.08% | 156 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cresset Asset Management, LLC | History | Added to | 2,657 | 257 | 0.0% | 0.0% | 157 | +2 | 0.08% | Q2 2026 | Aug 14, 2026 |
| 626 Financial, LLC | History | No change | 2,645 | 256 | 0.1% | 0.11% | 158 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| First Heartland Consultants, Inc. | History | New | 2,575 | 249 | 0.02% | — | 159 | +2,575 | New | Q2 2026 | Jul 08, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | Added to | 2,564 | 248 | 0.06% | 0.06% | 160 | +363 | 16.49% | Q2 2026 | Aug 27, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 2,527 | 244 | 0.01% | 0.0% | 161 | +2,350 | 1327.68% | Q2 2026 | Jul 23, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 2,517 | 243 | 0.07% | 0.08% | 162 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 2,493 | 241 | 0.0% | 0.01% | 163 | -171 | -6.42% | Q2 2026 | Jul 21, 2026 |
| Key Client Fiduciary Advisors, LLC | History | No change | 2,500 | 241 | 0.07% | 0.08% | 164 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| RHODES INVESTMENT ADVISORS INC /ADV | History | Added to | 2,465 | 238 | 0.18% | 0.19% | 165 | +70 | 2.92% | Q2 2026 | Jul 28, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Added to | 2,440 | 236 | 0.01% | 0.01% | 166 | +12 | 0.49% | Q2 2026 | Jul 24, 2026 |
| Tradewinds, LLC. | History | New | 5,772 | 235 | 0.05% | — | 167 | +5,772 | New | Q2 2026 | Aug 14, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 2,361 | 228 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 2,351 | 227 | 0.01% | 0.02% | 169 | +69 | 3.02% | Q2 2026 | Aug 07, 2026 |
| Bison Wealth, LLC | History | Reduced | 2,266 | 222 | 0.02% | 0.02% | 170 | -47 | -2.03% | Q2 2026 | Jul 07, 2026 |
| BlackRock, Inc. | History | No change | 2,217 | 214 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | New | 2,207 | 213 | 0.01% | — | 172 | +2,207 | New | Q2 2026 | Jul 20, 2026 |
| Rossby Financial, LCC | History | Added to | 2,140 | 207 | 0.04% | 0.04% | 173 | +10 | 0.47% | Q2 2026 | Aug 04, 2026 |
| CWM, LLC | History | No change | 2,237 | 206 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | New | 2,070 | 200 | 0.0% | — | 175 | +2,070 | New | Q2 2026 | Jul 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 1,994 | 193 | 0.0% | 0.0% | 176 | +91 | 4.78% | Q2 2026 | Aug 13, 2026 |
| Continuum Advisory, LLC | History | New | 1,982 | 191 | 0.02% | — | 177 | +1,982 | New | Q2 2026 | Aug 06, 2026 |
| Spire Wealth Management | History | Added to | 1,914 | 185 | 0.01% | 0.01% | 178 | +50 | 2.68% | Q2 2026 | Jul 15, 2026 |
| US BANCORP \DE\ | History | Reduced | 1,870 | 181 | 0.0% | 0.0% | 179 | -77 | -3.95% | Q2 2026 | Aug 12, 2026 |
| REAP Financial Group, LLC | History | Reduced | 1,865 | 180 | 0.03% | 0.05% | 180 | -694 | -27.12% | Q2 2026 | Aug 04, 2026 |
| Nova Wealth Management, Inc. | History | Reduced | 1,775 | 171 | 0.09% | 0.11% | 181 | -110 | -5.84% | Q2 2026 | Jul 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 1,698 | 165 | 0.01% | 0.01% | 182 | +90 | 5.6% | Q2 2026 | Jul 22, 2026 |
| Hilton Head Capital Partners, LLC | History | Reduced | 1,585 | 153 | 0.08% | 0.11% | 183 | -576 | -26.65% | Q2 2026 | Jul 27, 2026 |
| NBH Bank | History | New | 1,485 | 143 | 0.06% | — | 184 | +1,485 | New | Q2 2026 | Aug 14, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | New | 1,462 | 141 | 0.04% | — | 185 | +1,462 | New | Q2 2026 | Aug 06, 2026 |
| Bank of Jackson Hole Trust | History | No change | 1,485 | 137 | 0.07% | 0.07% | 186 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 1,349 | 130 | 0.0% | 0.0% | 187 | +619 | 84.79% | Q2 2026 | Jul 27, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 1,319 | 128 | 0.0% | 0.01% | 188 | +60 | 4.77% | Q2 2026 | Aug 17, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 1,250 | 120 | 0.0% | 0.01% | 189 | -5,214 | -80.66% | Q2 2026 | Jul 17, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 1,227 | 119 | 0.0% | 0.0% | 190 | +960 | 359.55% | Q2 2026 | Aug 13, 2026 |
| Synergy Investment Management, LLC | History | No change | 1,189 | 115 | 0.03% | 0.04% | 191 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hilltop National Bank | History | No change | 1,037 | 100 | 0.02% | 0.02% | 192 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 963 | 93 | 0.02% | 0.03% | 193 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Mowery & Schoenfeld Wealth Management, LLC | History | New | 951 | 92 | 0.13% | — | 194 | +951 | New | Q2 2026 | Aug 05, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 928 | 89 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Golden State Wealth Management, LLC | History | No change | 898 | 86 | 0.01% | 0.01% | 196 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | New | 793 | 76 | 0.03% | — | 198 | +793 | New | Q2 2026 | Aug 07, 2026 |
| BESSEMER GROUP INC | History | No change | 784 | 76 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Smithfield Trust Co | History | No change | 600 | 58 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 563 | 54 | 0.0% | 0.0% | 200 | +133 | 30.93% | Q2 2026 | Jul 28, 2026 |
| Smartleaf Asset Management LLC | History | No change | 508 | 49 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Plante Moran Financial Advisors, LLC | History | New | 448 | 43 | 0.0% | — | 202 | +448 | New | Q2 2026 | Aug 06, 2026 |
| GAMMA Investing LLC | History | No change | 438 | 42 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Sunbelt Securities, Inc. | History | No change | 370 | 34 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Main Street Group, LTD | History | No change | 360 | 34 | 0.01% | 0.01% | 205 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 342 | 33 | 0.0% | — | 207 | +342 | New | Q2 2026 | Aug 13, 2026 |
| Asset Dedication, LLC | History | No change | 343 | 33 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 333 | 32 | 0.01% | 0.02% | 208 | -69 | -17.16% | Q2 2026 | Jul 30, 2026 |
| EASTERN BANK | History | New | 326 | 31 | 0.0% | — | 209 | +326 | New | Q2 2026 | Jul 01, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | New | 324 | 31 | 0.0% | — | 210 | +324 | New | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 309 | 29 | 0.0% | 0.0% | 212 | -49 | -13.69% | Q2 2026 | Aug 06, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 300 | 29 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Geneos Wealth Management Inc. | History | No change | 300 | 29 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CX Institutional | History | Reduced | 258 | 25 | 0.0% | 0.0% | 214 | -211 | -44.99% | Q2 2026 | Jul 01, 2026 |
| My Portfolio Guide, LLC | History | No change | 267 | 24 | 0.01% | 0.01% | 215 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Dunhill Financial, LLC | History | No change | 217 | 21 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Luminist Capital LLC | History | New | 211 | 20 | 0.02% | — | 218 | +211 | New | Q2 2026 | Aug 07, 2026 |
| Ancora Advisors LLC | History | No change | 207 | 20 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Blue Trust, Inc. | History | Added to | 190 | 18 | 0.0% | 0.0% | 219 | +33 | 21.02% | Q2 2026 | Jul 21, 2026 |
| CITY HOLDING CO | History | No change | 165 | 15 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Buck Wealth Strategies, LLC | History | New | 147 | 14 | 0.0% | — | 222 | +147 | New | Q2 2026 | Jul 30, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 153 | 14 | 0.0% | 0.0% | 221 | -11 | -6.71% | Q2 2026 | Jul 06, 2026 |
| LANARK FINANCIAL, INC. | History | Reduced | 137 | 13 | 0.0% | 0.0% | 223 | -73 | -34.76% | Q2 2026 | Jul 21, 2026 |
| Arax Advisory Partners | History | No change | 124 | 12 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Institute for Wealth Management, LLC. | History | New | 121 | 11 | 0.0% | — | 225 | +121 | New | Q2 2026 | Jul 28, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 117 | 11 | 0.01% | — | 226 | +117 | New | Q2 2026 | Aug 13, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 100 | 9 | 0.0% | — | 228 | +100 | New | Q2 2026 | Aug 07, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 103 | 9 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Key FInancial Inc | History | No change | 46 | 4 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SJS Investment Consulting Inc. | History | No change | 50 | 4 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Strive Financial Group ,LLC | History | No change | 50 | 4 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Key Capital Management, INC | History | No change | 42 | 4 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Quest 10 Wealth Builders, Inc. | History | New | 25 | 2 | 0.0% | — | 233 | +25 | New | Q2 2026 | Jul 24, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Closed out | 0 | 0 | — | 0.0% | — | -50,000 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Independent Advisor Alliance | History | Closed out | 0 | 0 | — | 0.04% | — | -39,710 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 1.57% | — | -16,139 | -100.0% | Q2 2026 | Jul 06, 2026 |
| Belvedere Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,300 | -100.0% | Q2 2026 | Jul 31, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -7,596 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Quantum Portfolio Management LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -4,182 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,786 | -100.0% | Q2 2026 | Jul 16, 2026 |
| Index Technologies Group LLC | History | Closed out | 0 | 0 | — | 0.35% | — | -3,438 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Wealthcare Advisory Partners LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,880 | -100.0% | Q2 2026 | Jul 09, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,173 | -100.0% | Q2 2026 | Aug 14, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -2,120 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,548 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,298 | -100.0% | Q2 2026 | Aug 12, 2026 |
| CLEAR INVESTMENT RESEARCH, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -537 | -100.0% | Q2 2026 | Aug 11, 2026 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -227 | -100.0% | Q2 2026 | Aug 03, 2026 |
| HHM Wealth Advisors, LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q2 2026 | Jul 13, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |