FIRST TRUST EXCHANGE-TRADED FUND VI - FTXO
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 760,600 | 31,435 | 0.01% | 0.01% | 1 | +61,648 | 8.82% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | Added to | 683,125 | 28,233 | 0.0% | 0.0% | 2 | +74,738 | 12.28% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 432,672 | 17,882 | 0.0% | 0.01% | 3 | -415,277 | -48.97% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 413,577 | 17,093 | 0.0% | 0.0% | 4 | +125,423 | 43.53% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 265,877 | 10,988 | 0.0% | 0.0% | 5 | -17,113 | -6.05% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Added to | 248,339 | 10,263 | 0.0% | 0.0% | 6 | +28,241 | 12.83% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 203,170 | 8,397 | 0.0% | 0.0% | 7 | +951 | 0.47% | Q2 2026 | Aug 03, 2026 |
| TradeWell Securities, LLC. | History | Reduced | 156,933 | 6,486 | 2.32% | 2.56% | 8 | -11,244 | -6.69% | Q2 2026 | Jul 28, 2026 |
| NewEdge Advisors, LLC | History | Added to | 154,964 | 6,404 | 0.02% | 0.02% | 9 | +4,964 | 3.31% | Q2 2026 | Aug 12, 2026 |
| Wagner Wealth Management, LLC | History | Reduced | 149,885 | 6,194 | 1.15% | 1.15% | 10 | -7,129 | -4.54% | Q2 2026 | Jul 24, 2026 |
| Cetera Investment Advisers | History | Added to | 129,362 | 5,346 | 0.0% | 0.0% | 11 | +210 | 0.16% | Q2 2026 | Aug 12, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 122,082 | 5,045 | 0.12% | 0.15% | 12 | -7,563 | -5.83% | Q2 2026 | Jul 31, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 113,183 | 4,678 | 0.01% | 0.01% | 13 | +11,837 | 11.68% | Q2 2026 | Jul 27, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 100,384 | 4,148 | 0.04% | 0.04% | 14 | +10,794 | 12.05% | Q2 2026 | Aug 03, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 100,141 | 4,138 | 0.0% | 0.0% | 15 | -197,295 | -66.33% | Q2 2026 | Aug 14, 2026 |
| PFG Advisors | History | Added to | 98,047 | 4,052 | 0.2% | 0.15% | 16 | +10,356 | 11.81% | Q2 2026 | Jul 16, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 95,800 | 3,959 | 0.0% | 0.01% | 17 | -276,700 | -74.28% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 83,920 | 3,468 | 0.01% | 0.01% | 18 | -6,369 | -7.05% | Q2 2026 | Aug 05, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 81,354 | 3,362 | 0.0% | 0.0% | 19 | -9,766 | -10.72% | Q2 2026 | Jul 28, 2026 |
| ASSETMARK, INC | History | Added to | 81,259 | 3,358 | 0.01% | 0.01% | 20 | +1,399 | 1.75% | Q2 2026 | Jul 30, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 65,506 | 2,707 | 0.01% | 0.01% | 21 | +2,811 | 4.48% | Q2 2026 | Jul 28, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 53,197 | 2,198 | 0.0% | 0.0% | 22 | -53,878 | -50.32% | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | History | Added to | 51,809 | 1,877 | 0.03% | 0.03% | 23 | +20 | 0.04% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 40,709 | 1,682 | 0.0% | 0.0% | 24 | +1,682 | 4.31% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 34,213 | 1,414 | 0.0% | 0.0% | 25 | -44,198 | -56.37% | Q2 2026 | Aug 14, 2026 |
| Prospera Financial Services Inc | History | Reduced | 33,967 | 1,403 | 0.02% | 0.02% | 26 | -774 | -2.23% | Q2 2026 | Jul 15, 2026 |
| IFP Advisors, Inc | History | Added to | 32,378 | 1,338 | 0.02% | 0.02% | 27 | +705 | 2.23% | Q2 2026 | Jul 20, 2026 |
| Nilsine Partners, LLC | History | Reduced | 31,843 | 1,316 | 0.09% | 0.14% | 28 | -14,637 | -31.49% | Q2 2026 | Jul 24, 2026 |
| HRT FINANCIAL LP | History | Added to | 29,604 | 1,223 | 0.0% | 0.0% | 29 | +23,415 | 378.33% | Q2 2026 | Aug 14, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 24,545 | 1,014 | 0.01% | 0.0% | 30 | +2,499 | 11.34% | Q2 2026 | Jul 24, 2026 |
| XTX Topco Ltd | History | Added to | 22,639 | 935 | 0.01% | 0.01% | 31 | +6,446 | 39.81% | Q2 2026 | Aug 14, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 21,947 | 907 | 0.05% | 0.05% | 32 | -16,015 | -42.19% | Q2 2026 | Aug 04, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 21,686 | 896 | 0.0% | 0.0% | 33 | -50,907 | -70.13% | Q2 2026 | Sep 02, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 21,393 | 884 | 0.02% | 0.02% | 34 | -349 | -1.61% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 20,673 | 854 | 0.0% | 0.0% | 35 | -138,470 | -87.01% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 20,520 | 848 | 0.0% | 0.0% | 36 | +2,650 | 14.83% | Q2 2026 | Aug 12, 2026 |
| PUFF WEALTH MANAGEMENT, LLC | History | New | 19,015 | 785 | 0.8% | — | 37 | +19,015 | New | Q2 2026 | Jul 08, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 18,069 | 746 | 0.0% | 0.0% | 38 | -1,083 | -5.65% | Q2 2026 | Aug 06, 2026 |
| AE Wealth Management LLC | History | Reduced | 17,430 | 720 | 0.0% | 0.0% | 39 | -486 | -2.71% | Q2 2026 | Aug 03, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Reduced | 16,805 | 694 | 0.21% | 0.23% | 40 | -1,497 | -8.18% | Q2 2026 | Jul 16, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 16,611 | 686 | 0.06% | 0.06% | 41 | +334 | 2.05% | Q2 2026 | Jul 16, 2026 |
| Atria Investments, Inc | History | Reduced | 15,902 | 657 | 0.01% | 0.01% | 42 | -76 | -0.48% | Q2 2026 | Jul 28, 2026 |
| Holistic Financial Partners | History | Reduced | 15,012 | 620 | 0.38% | 0.44% | 43 | -17,671 | -54.07% | Q2 2026 | Jul 23, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 14,629 | 604 | 0.0% | 0.0% | 44 | -651 | -4.26% | Q2 2026 | Jul 29, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 14,119 | 583 | 0.01% | 0.01% | 45 | -4,035 | -22.23% | Q2 2026 | Aug 10, 2026 |
| Equitable Holdings, Inc. | History | Added to | 13,228 | 546 | 0.0% | 0.0% | 46 | +1 | 0.01% | Q2 2026 | Aug 17, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 12,818 | 530 | 0.0% | 0.0% | 47 | +172 | 1.36% | Q2 2026 | Jul 20, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 12,070 | 498 | 0.0% | 0.03% | 48 | -58,236 | -82.83% | Q2 2026 | Jul 24, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 11,741 | 488 | 0.0% | 0.0% | 49 | +3,709 | 46.18% | Q2 2026 | Aug 12, 2026 |
| OneAscent Financial Services LLC | History | Added to | 11,726 | 484 | 0.02% | 0.02% | 50 | +36 | 0.31% | Q2 2026 | Aug 11, 2026 |
| Englebert Financial Advisers, LLC | History | Reduced | 9,941 | 410 | 0.4% | 1.09% | 51 | -16,497 | -62.4% | Q2 2026 | Jul 22, 2026 |
| STEPHENS INC /AR/ | History | Added to | 9,754 | 403 | 0.0% | 0.0% | 52 | +31 | 0.32% | Q2 2026 | Jul 29, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 8,964 | 377 | 0.02% | 0.02% | 53 | +2 | 0.02% | Q2 2026 | Jul 22, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 9,035 | 373 | 0.01% | 0.0% | 54 | +359 | 4.14% | Q2 2026 | Aug 12, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 8,884 | 367 | 0.0% | 0.0% | 55 | +3 | 0.03% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 8,326 | 350 | 0.0% | 0.0% | 56 | +394 | 4.97% | Q2 2026 | Jul 15, 2026 |
| BETO FINANCIAL GROUP, LLC | History | No change | 8,082 | 339 | 0.18% | 0.18% | 57 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | No change | 7,874 | 325 | 0.03% | 0.03% | 58 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PURSUE WEALTH PARTNERS LLC | History | No change | 7,361 | 304 | 0.17% | 0.16% | 59 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kingsview Wealth Management, LLC | History | New | 7,227 | 298 | 0.0% | — | 60 | +7,227 | New | Q2 2026 | Aug 18, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 6,973 | 288 | 0.0% | 0.0% | 61 | +1,087 | 18.47% | Q2 2026 | Aug 10, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 6,969 | 288 | 0.0% | 0.0% | 62 | +300 | 4.5% | Q2 2026 | Aug 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 6,562 | 271 | 0.01% | 0.01% | 63 | +128 | 1.99% | Q2 2026 | Jul 15, 2026 |
| NOVEM GROUP | History | Added to | 6,256 | 258 | 0.03% | 0.03% | 64 | +119 | 1.94% | Q2 2026 | Jul 21, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Added to | 5,883 | 243 | 0.07% | 0.07% | 65 | +78 | 1.34% | Q2 2026 | Aug 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 5,876 | 242 | 0.0% | 0.0% | 66 | +316 | 5.68% | Q2 2026 | Aug 07, 2026 |
| CWM, LLC | History | No change | 6,527 | 236 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Private Advisor Group, LLC | History | New | 5,695 | 235 | 0.0% | — | 68 | +5,695 | New | Q2 2026 | Jul 27, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 5,050 | 208 | 0.0% | 0.0% | 69 | -1,475 | -22.61% | Q2 2026 | Aug 10, 2026 |
| CITIGROUP INC | History | Reduced | 4,889 | 202 | 0.0% | 0.0% | 70 | -6,669 | -57.7% | Q2 2026 | Aug 03, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 4,806 | 198 | 0.09% | 0.11% | 71 | -1,030 | -17.65% | Q2 2026 | Jul 30, 2026 |
| Qube Research & Technologies Ltd | History | New | 3,581 | 148 | 0.0% | — | 72 | +3,581 | New | Q2 2026 | Aug 14, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 2,996 | 123 | 0.0% | 0.0% | 73 | +153 | 5.38% | Q2 2026 | Aug 06, 2026 |
| IFG Advisory, LLC | History | New | 2,889 | 119 | 0.0% | — | 74 | +2,889 | New | Q2 2026 | Aug 13, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 2,488 | 104 | 0.01% | — | 75 | +2,488 | New | Q2 2026 | Aug 12, 2026 |
| Clearstead Advisors, LLC | History | No change | 2,358 | 97 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Global Retirement Partners, LLC | History | New | 2,325 | 96 | 0.0% | — | 77 | +2,325 | New | Q2 2026 | Aug 06, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 1,647 | 68 | 0.0% | 0.0% | 78 | -352 | -17.61% | Q2 2026 | Jul 29, 2026 |
| BlackRock, Inc. | History | No change | 1,616 | 66 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | Added to | 1,545 | 63 | 0.02% | 0.01% | 80 | +245 | 18.85% | Q2 2026 | Aug 27, 2026 |
| Synergy Investment Management, LLC | History | No change | 1,534 | 63 | 0.02% | 0.02% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LANARK FINANCIAL, INC. | History | Reduced | 1,460 | 60 | 0.0% | 0.0% | 82 | -174 | -10.65% | Q2 2026 | Jul 21, 2026 |
| Parallel Advisors, LLC | History | Reduced | 1,361 | 56 | 0.0% | 0.0% | 83 | -1,139 | -45.56% | Q2 2026 | Aug 05, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 1,333 | 55 | 0.0% | 0.0% | 84 | -175 | -11.6% | Q2 2026 | Jul 28, 2026 |
| Rossby Financial, LCC | History | Reduced | 1,293 | 53 | 0.01% | 0.01% | 85 | -5 | -0.39% | Q2 2026 | Aug 04, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 1,280 | 52 | 0.0% | 0.0% | 86 | -172 | -11.85% | Q2 2026 | Aug 13, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 1,067 | 44 | 0.0% | 0.0% | 87 | +589 | 123.22% | Q2 2026 | Jul 27, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 1,037 | 42 | 0.0% | 0.0% | 88 | -127 | -10.91% | Q2 2026 | Aug 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 967 | 39 | 0.0% | 0.0% | 89 | -1,041 | -51.84% | Q2 2026 | Aug 13, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 500 | 20 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | New | 440 | 18 | 0.01% | — | 92 | +440 | New | Q2 2026 | Aug 07, 2026 |
| ALERUS FINANCIAL NA | History | No change | 450 | 18 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 417 | 17 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Topsail Wealth Management, LLC | History | No change | 400 | 16 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 367 | 15 | 0.0% | 0.0% | 95 | -50 | -11.99% | Q2 2026 | Jul 23, 2026 |
| My Portfolio Guide, LLC | History | No change | 310 | 11 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| FMR LLC | History | Added to | 253 | 10 | 0.0% | 0.0% | 97 | +74 | 41.34% | Q2 2026 | Aug 13, 2026 |
| Spire Wealth Management | History | Added to | 265 | 10 | 0.0% | 0.0% | 98 | +35 | 15.22% | Q2 2026 | Jul 15, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 248 | 10 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Larson Financial Group LLC | History | Reduced | 208 | 8 | 0.0% | 0.0% | 100 | -299 | -58.97% | Q2 2026 | Aug 14, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 155 | 6 | 0.0% | — | 105 | +155 | New | Q2 2026 | Jul 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 155 | 6 | 0.0% | 0.0% | 101 | -80 | -34.04% | Q2 2026 | Aug 12, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 151 | 6 | 0.0% | 0.0% | 103 | -67 | -30.73% | Q2 2026 | Aug 14, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 148 | 6 | 0.0% | 0.0% | 102 | +63 | 74.12% | Q2 2026 | Aug 12, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 167 | 6 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Buck Wealth Strategies, LLC | History | New | 135 | 5 | 0.0% | — | 108 | +135 | New | Q2 2026 | Jul 30, 2026 |
| Continuum Advisory, LLC | History | New | 134 | 5 | 0.0% | — | 107 | +134 | New | Q2 2026 | Aug 06, 2026 |
| Capital Analysts, LLC | History | No change | 116 | 5 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 113 | 4 | 0.0% | — | 110 | +113 | New | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | No change | 100 | 4 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PRIVATE TRUST CO NA | History | New | 77 | 3 | 0.0% | — | 113 | +77 | New | Q2 2026 | Jul 28, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 94 | 3 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Key FInancial Inc | History | No change | 82 | 3 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HUNTINGTON NATIONAL BANK | History | New | 69 | 2 | 0.0% | — | 115 | +69 | New | Q2 2026 | Aug 13, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 63 | 2 | 0.0% | — | 116 | +63 | New | Q2 2026 | Aug 07, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 58 | 2 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 47 | 1 | 0.0% | — | 120 | +47 | New | Q2 2026 | Aug 14, 2026 |
| Mowery & Schoenfeld Wealth Management, LLC | History | New | 47 | 1 | 0.0% | — | 122 | +47 | New | Q2 2026 | Aug 05, 2026 |
| Blue Trust, Inc. | History | New | 34 | 1 | 0.0% | — | 121 | +34 | New | Q2 2026 | Jul 21, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 29 | 1 | 0.0% | — | 123 | +29 | New | Q2 2026 | Aug 13, 2026 |
| AdvisorNet Financial, Inc | History | No change | 43 | 1 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 40 | 1 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Russell Investments Group, Ltd. | History | No change | 47 | 1 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Arkadios Wealth Advisors | History | Closed out | 0 | 0 | — | 0.09% | — | -157,712 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.09% | — | -99,522 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Cyndeo Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -41,649 | -100.0% | Q2 2026 | Jul 21, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -33,376 | -100.0% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -14,443 | -100.0% | Q2 2026 | Aug 14, 2026 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -8,454 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,969 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.26% | — | -6,765 | -100.0% | Q2 2026 | Jul 06, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,045 | -100.0% | Q2 2026 | Jul 20, 2026 |
| FIFTH THIRD BANCORP | History | Closed out | 0 | 0 | — | 0.0% | — | -827 | -100.0% | Q2 2026 | Aug 05, 2026 |
| WealthShield Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -449 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Farther Finance Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -301 | -100.0% | Q2 2026 | Jul 17, 2026 |
| Realta Investment Advisors | History | Closed out | 0 | 0 | — | 0.0% | — | -139 | -100.0% | Q2 2026 | Jul 20, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Closed out | 0 | 0 | — | 0.0% | — | -40 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Quest 10 Wealth Builders, Inc. | History | New | 15 | 0 | — | — | — | +15 | New | Q2 2026 | Jul 24, 2026 |
| HHM Wealth Advisors, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q2 2026 | Jul 13, 2026 |
| Holos Integrated Wealth LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q2 2026 | Jul 15, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Davis Capital Management | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Strive Financial Group ,LLC | History | No change | 15 | 0 | — | 0.0% | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Key Capital Management, INC | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |