FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - FXU
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 | 2,002,915 | 98,823 | 0.02% | 0.02% | 1 | +212,666 | 11.88% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | Reduced | 1,700,608 | 83,908 | 0.0% | 0.01% | 2 | -171,850 | -9.18% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 796,922 | 39,320 | 0.0% | 0.0% | 3 | +32,906 | 4.31% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 778,487 | 38,410 | 0.01% | 0.01% | 4 | -126,494 | -13.98% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 616,213 | 30,403 | 0.01% | 0.01% | 5 | -79,111 | -11.38% | Q2 2026 | Aug 14, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Reduced | 368,598 | 18,186 | 1.17% | 1.26% | 6 | -10,659 | -2.81% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | Added to | 346,285 | 17,085 | 0.02% | 0.02% | 7 | +10,316 | 3.07% | Q2 2026 | Aug 12, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 310,849 | 15,337 | 0.02% | 0.02% | 8 | -62,333 | -16.7% | Q2 2026 | Jul 28, 2026 |
| UBS Group AG | History | Reduced | 299,657 | 14,785 | 0.0% | 0.0% | 9 | -272,139 | -47.59% | Q2 2026 | Aug 13, 2026 |
| Csenge Advisory Group | History | Added to | 261,881 | 12,921 | 0.52% | 0.57% | 10 | +9,561 | 3.79% | Q2 2026 | Aug 10, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 261,024 | 12,878 | 0.0% | 0.0% | 11 | -11,570 | -4.24% | Q2 2026 | Aug 03, 2026 |
| Rockport Wealth LLC | History | Reduced | 219,489 | 10,829 | 1.82% | 2.06% | 12 | -8,949 | -3.92% | Q2 2026 | Jul 27, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 212,830 | 10,501 | 0.01% | 0.01% | 13 | -1,916 | -0.89% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 179,897 | 8,876 | 0.0% | 0.0% | 14 | +32,494 | 22.04% | Q2 2026 | Aug 12, 2026 |
| Delos Wealth Advisors, LLC | History | Added to | 169,859 | 8,380 | 4.3% | 4.64% | 15 | +6,418 | 3.93% | Q2 2026 | Aug 14, 2026 |
| PGIM Custom Harvest LLC | History | Reduced | 165,819 | 8,181 | 0.1% | 0.13% | 16 | -6,159 | -3.58% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 164,962 | 8,139 | 0.01% | 0.01% | 17 | -11,461 | -6.5% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 155,195 | 7,657 | 0.02% | 0.02% | 18 | +2,785 | 1.83% | Q2 2026 | Jul 27, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 145,797 | 7,193 | 0.01% | 0.01% | 19 | -15,944 | -9.86% | Q2 2026 | Jul 29, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 136,146 | 6,717 | 0.01% | 0.02% | 20 | -21,922 | -13.87% | Q2 2026 | Aug 05, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 100,919 | 4,980 | 0.0% | 0.0% | 21 | +13,336 | 15.23% | Q2 2026 | Aug 14, 2026 |
| Fiduciary Alliance LLC | History | Added to | 97,807 | 4,825 | 0.33% | 0.26% | 22 | +10,663 | 12.24% | Q2 2026 | Jul 20, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 96,123 | 4,742 | 0.05% | 0.06% | 23 | +2,962 | 3.18% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 71,904 | 3,548 | 0.05% | 0.02% | 24 | +44,228 | 159.81% | Q2 2026 | Aug 12, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 65,156 | 3,214 | 0.02% | 0.02% | 25 | -4,861 | -6.94% | Q2 2026 | Aug 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 55,157 | 2,721 | 0.01% | 0.0% | 26 | +27,907 | 102.41% | Q2 2026 | Aug 07, 2026 |
| Sigma Planning Corp | History | Added to | 52,752 | 2,602 | 0.07% | 0.06% | 27 | +6,437 | 13.9% | Q2 2026 | Aug 07, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 50,425 | 2,487 | 0.0% | 0.0% | 28 | +46,567 | 1207.02% | Q2 2026 | Aug 13, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 46,019 | 2,270 | 0.01% | 0.02% | 29 | +5,439 | 13.4% | Q2 2026 | Sep 08, 2026 |
| PKS Advisory Services, LLC | History | Added to | 39,106 | 1,929 | 0.31% | 0.44% | 30 | +971 | 2.55% | Q2 2026 | Aug 04, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 38,756 | 1,912 | 0.02% | 0.02% | 31 | -11,784 | -23.32% | Q2 2026 | Jul 24, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 38,597 | 1,904 | 0.09% | 0.09% | 32 | +3,664 | 10.49% | Q2 2026 | Jul 21, 2026 |
| Proactive Wealth Strategies LLC | History | Reduced | 35,797 | 1,766 | 0.28% | 0.33% | 33 | -94 | -0.26% | Q2 2026 | Aug 10, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 33,280 | 1,642 | 0.0% | 0.01% | 34 | -10,436 | -23.87% | Q2 2026 | Aug 12, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 33,171 | 1,636 | 0.1% | 0.06% | 35 | +3,067 | 10.19% | Q2 2026 | Aug 04, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 32,750 | 1,615 | 0.04% | 0.06% | 36 | -10,658 | -24.55% | Q2 2026 | Aug 11, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 32,376 | 1,597 | 0.02% | 0.03% | 37 | -575 | -1.75% | Q2 2026 | Aug 10, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 31,894 | 1,573 | 0.0% | 0.0% | 38 | +25,978 | 439.11% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 30,030 | 1,490 | 0.0% | 0.0% | 39 | -1,345 | -4.29% | Q2 2026 | Jul 15, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 29,309 | 1,446 | 0.01% | 0.0% | 40 | +15,136 | 106.79% | Q2 2026 | Jul 20, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 28,897 | 1,425 | 0.07% | 0.09% | 41 | -3,637 | -11.18% | Q2 2026 | Aug 14, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 28,883 | 1,425 | 0.06% | 0.06% | 42 | +1,222 | 4.42% | Q2 2026 | Aug 14, 2026 |
| Asset Allocation Strategies LLC | History | Reduced | 28,721 | 1,417 | 0.22% | 0.26% | 43 | -737 | -2.5% | Q2 2026 | Aug 17, 2026 |
| &PARTNERS | History | Added to | 28,110 | 1,386 | 0.01% | 0.01% | 44 | +3,250 | 13.07% | Q2 2026 | Aug 14, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 27,060 | 1,335 | 0.06% | 0.07% | 45 | +305 | 1.14% | Q2 2026 | Jul 23, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 27,068 | 1,335 | 0.02% | 0.04% | 46 | +258 | 0.96% | Q2 2026 | Jul 21, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 26,752 | 1,319 | 0.01% | 0.01% | 47 | +2,034 | 8.23% | Q2 2026 | Jul 24, 2026 |
| Kovack Advisors, Inc. | History | Added to | 26,627 | 1,312 | 0.06% | 0.05% | 48 | +6,463 | 32.05% | Q2 2026 | Jul 28, 2026 |
| Private Advisor Group, LLC | History | Reduced | 26,171 | 1,291 | 0.01% | 0.01% | 49 | -22,572 | -46.31% | Q2 2026 | Jul 27, 2026 |
| Quantinno Capital Management LP | History | Added to | 26,039 | 1,284 | 0.0% | 0.0% | 50 | +1,051 | 4.21% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 25,441 | 1,278 | 0.0% | 0.0% | 51 | +5,605 | 28.26% | Q2 2026 | Aug 14, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 25,095 | 1,238 | 0.05% | 0.03% | 52 | +10,859 | 76.28% | Q2 2026 | Jul 27, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 24,005 | 1,184 | 0.0% | 0.01% | 53 | -21,038 | -46.71% | Q2 2026 | Jul 28, 2026 |
| HFG Advisors, Inc. | History | Added to | 23,400 | 1,154 | 0.72% | 0.81% | 54 | +152 | 0.65% | Q2 2026 | Aug 07, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 21,935 | 1,082 | 0.04% | 0.04% | 55 | +3,388 | 18.27% | Q2 2026 | Jul 22, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 21,310 | 1,051 | 0.01% | 0.0% | 56 | +11,410 | 115.25% | Q2 2026 | Aug 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 19,882 | 980 | 0.02% | 0.03% | 57 | -9,732 | -32.86% | Q2 2026 | Jul 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 18,934 | 934 | 0.0% | 0.0% | 58 | +1,088 | 6.1% | Q2 2026 | Aug 14, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 18,798 | 927 | 0.04% | 0.05% | 59 | -125 | -0.66% | Q2 2026 | Jul 20, 2026 |
| Merit Financial Group, LLC | History | Reduced | 18,286 | 902 | 0.01% | 0.02% | 60 | -34,742 | -65.52% | Q2 2026 | Jul 20, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 18,250 | 900 | 0.02% | 0.04% | 61 | -14,038 | -43.48% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | New | 18,219 | 898 | 0.0% | — | 63 | +18,219 | New | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 18,220 | 898 | 0.0% | 0.0% | 62 | +2,772 | 17.94% | Q2 2026 | Aug 13, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 17,882 | 882 | 0.0% | — | 64 | +17,882 | New | Q2 2026 | Aug 18, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 16,417 | 810 | 0.0% | — | 65 | +16,417 | New | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | Added to | 16,388 | 808 | 0.01% | 0.0% | 66 | +16,308 | 20385.0% | Q2 2026 | Aug 10, 2026 |
| Prospera Financial Services Inc | History | Added to | 16,292 | 804 | 0.01% | 0.01% | 67 | +1,777 | 12.24% | Q2 2026 | Jul 15, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | Reduced | 16,042 | 791 | 0.48% | 0.51% | 68 | -71 | -0.44% | Q2 2026 | Jul 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 15,947 | 786 | 0.01% | 0.01% | 69 | +3,100 | 24.13% | Q2 2026 | Jul 28, 2026 |
| Summit Financial, LLC | History | Reduced | 15,331 | 756 | 0.01% | 0.1% | 70 | -141,142 | -90.2% | Q2 2026 | Aug 12, 2026 |
| Trueblood Wealth Management, LLC | History | Added to | 15,018 | 741 | 0.26% | 0.29% | 71 | +62 | 0.41% | Q2 2026 | Jul 27, 2026 |
| RFG Advisory, LLC | History | Added to | 14,880 | 734 | 0.01% | 0.01% | 72 | +202 | 1.38% | Q2 2026 | Jul 15, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 14,411 | 711 | 0.01% | 0.04% | 73 | -56,814 | -79.77% | Q2 2026 | Aug 03, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 13,888 | 685 | 0.03% | — | 74 | +13,888 | New | Q2 2026 | Aug 14, 2026 |
| Western Wealth Management, LLC | History | Added to | 13,856 | 683 | 0.02% | 0.02% | 75 | +2,152 | 18.39% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 13,716 | 676 | 0.0% | 0.0% | 76 | +885 | 6.9% | Q2 2026 | Aug 07, 2026 |
| Resurgent Financial Advisors LLC | History | Added to | 13,641 | 673 | 0.19% | 0.23% | 77 | +579 | 4.43% | Q2 2026 | Aug 14, 2026 |
| CARLSON FINANCIAL, INC. | History | Reduced | 13,612 | 671 | 0.34% | 0.4% | 78 | -54 | -0.4% | Q2 2026 | Aug 24, 2026 |
| Corient Private Wealth LP | History | Reduced | 13,445 | 663 | 0.0% | 0.0% | 79 | -743 | -5.24% | Q2 2026 | Aug 27, 2026 |
| Asset One Wealth Management LLC | History | Added to | 13,318 | 658 | 0.07% | 0.07% | 80 | +362 | 2.79% | Q2 2026 | Aug 13, 2026 |
| Waverly Advisors, LLC | History | Reduced | 13,272 | 654 | 0.0% | 0.01% | 81 | -1,699 | -11.35% | Q2 2026 | Aug 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 13,062 | 644 | 0.01% | 0.01% | 83 | -11,171 | -46.1% | Q2 2026 | Jul 27, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 13,061 | 644 | 0.02% | 0.02% | 82 | -2,812 | -17.72% | Q2 2026 | Jul 07, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 12,670 | 625 | 0.02% | 0.03% | 84 | +493 | 4.05% | Q2 2026 | Aug 17, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 12,467 | 615 | 0.0% | 0.0% | 85 | +649 | 5.49% | Q2 2026 | Aug 05, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 12,359 | 612 | 0.02% | 0.02% | 86 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 12,394 | 611 | 0.01% | 0.01% | 87 | +1,933 | 18.48% | Q2 2026 | Jul 14, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 12,367 | 610 | 0.0% | 0.01% | 88 | -6,255 | -33.59% | Q2 2026 | Jul 17, 2026 |
| COTTONWOOD CAPITAL ADVISORS, LLC | History | Reduced | 12,106 | 597 | 0.36% | 0.42% | 89 | -34 | -0.28% | Q2 2026 | Jul 23, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 12,053 | 594 | 0.03% | 0.03% | 90 | +46 | 0.38% | Q2 2026 | Aug 20, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 11,797 | 577 | 0.03% | 0.04% | 91 | +2 | 0.02% | Q2 2026 | Jul 22, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 11,563 | 570 | 0.05% | 0.06% | 92 | +1,027 | 9.75% | Q2 2026 | Jul 16, 2026 |
| Milestones Private Investment Advisors LLC | History | Reduced | 11,154 | 550 | 0.44% | 5.34% | 93 | -111,116 | -90.88% | Q2 2026 | Jul 24, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | Added to | 11,113 | 548 | 0.15% | 0.16% | 94 | +505 | 4.76% | Q2 2026 | Jul 20, 2026 |
| IFP Advisors, Inc | History | Reduced | 10,890 | 537 | 0.01% | 0.01% | 95 | -1,982 | -15.4% | Q2 2026 | Jul 20, 2026 |
| Persium Advisors, LLC | History | New | 10,650 | 525 | 0.34% | — | 96 | +10,650 | New | Q2 2026 | Aug 06, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 10,130 | 506 | 0.0% | 0.0% | 97 | -2,223 | -18.0% | Q2 2026 | Aug 12, 2026 |
| EQUITABLE TRUST CO | History | No change | 10,219 | 504 | 0.02% | 0.02% | 98 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ROI Financial Advisors, LLC | History | Added to | 9,509 | 469 | 0.24% | 0.18% | 99 | +3,436 | 56.58% | Q2 2026 | Aug 14, 2026 |
| HB Wealth Management, LLC | History | Reduced | 9,357 | 461 | 0.0% | 0.01% | 100 | -16,244 | -63.45% | Q2 2026 | Jul 29, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 9,091 | 448 | 0.01% | 0.02% | 101 | -1,221 | -11.84% | Q2 2026 | Aug 05, 2026 |
| One Charles Private Wealth Services, LLC | History | Reduced | 8,654 | 426 | 0.1% | 0.13% | 102 | -1,480 | -14.6% | Q2 2026 | Jul 15, 2026 |
| Belpointe Asset Management LLC | History | Added to | 8,499 | 419 | 0.01% | 0.01% | 103 | +350 | 4.3% | Q2 2026 | Jul 31, 2026 |
| Fortis Capital Advisors, LLC | History | Added to | 8,499 | 419 | 0.05% | 0.05% | 104 | +350 | 4.3% | Q2 2026 | Jul 31, 2026 |
| Mutual Advisors, LLC | History | Reduced | 8,388 | 413 | 0.01% | 0.04% | 105 | -25,441 | -75.2% | Q2 2026 | Aug 14, 2026 |
| RPg Family Wealth Advisory, LLC | History | Added to | 8,067 | 398 | 0.08% | 0.08% | 106 | +754 | 10.31% | Q2 2026 | Aug 04, 2026 |
| Gotham Asset Management, LLC | History | No change | 7,908 | 390 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Risk Paradigm Group, LLC | History | Added to | 7,786 | 384 | 0.3% | 0.3% | 108 | +754 | 10.72% | Q2 2026 | Aug 05, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 7,760 | 382 | 0.0% | 0.0% | 110 | +491 | 6.75% | Q2 2026 | Aug 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 7,746 | 382 | 0.0% | 0.0% | 109 | +26 | 0.34% | Q2 2026 | Aug 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 7,659 | 377 | 0.0% | — | 111 | +7,659 | New | Q2 2026 | Aug 14, 2026 |
| IFG Advisory, LLC | History | New | 7,633 | 376 | 0.01% | — | 112 | +7,633 | New | Q2 2026 | Aug 13, 2026 |
| Parallel Advisors, LLC | History | New | 7,586 | 374 | 0.01% | — | 113 | +7,586 | New | Q2 2026 | Aug 05, 2026 |
| Focus Partners Wealth | History | Reduced | 7,517 | 370 | 0.0% | 0.0% | 114 | -255 | -3.28% | Q2 2026 | Aug 12, 2026 |
| OneAscent Financial Services LLC | History | Added to | 7,478 | 368 | 0.02% | 0.02% | 115 | +18 | 0.24% | Q2 2026 | Aug 11, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 7,120 | 351 | 0.0% | 0.0% | 116 | -12,735 | -64.14% | Q2 2026 | Aug 12, 2026 |
| WEALTH EFFECTS LLC | History | No change | 6,898 | 340 | 0.09% | 0.12% | 117 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HighTower Advisors, LLC | History | Added to | 6,691 | 330 | 0.0% | 0.0% | 118 | +1,634 | 32.31% | Q2 2026 | Aug 05, 2026 |
| Global View Capital Management LLC | History | Reduced | 6,679 | 329 | 0.07% | 0.1% | 119 | -863 | -11.44% | Q2 2026 | Jul 23, 2026 |
| Core Wealth Partners LLC | History | No change | 6,560 | 323 | 0.14% | 0.15% | 120 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Atria Investments, Inc | History | New | 6,392 | 315 | 0.0% | — | 121 | +6,392 | New | Q2 2026 | Jul 28, 2026 |
| XTX Topco Ltd | History | New | 6,203 | 306 | 0.0% | — | 122 | +6,203 | New | Q2 2026 | Aug 14, 2026 |
| MGO ONE SEVEN LLC | History | No change | 6,062 | 299 | 0.0% | 0.01% | 123 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Global Retirement Partners, LLC | History | New | 6,008 | 296 | 0.0% | — | 124 | +6,008 | New | Q2 2026 | Aug 06, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 6,000 | 296 | 0.0% | — | 125 | +6,000 | New | Q2 2026 | Jul 28, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 5,947 | 293 | 0.03% | — | 126 | +5,947 | New | Q2 2026 | Aug 13, 2026 |
| Nilsine Partners, LLC | History | Reduced | 5,876 | 289 | 0.02% | 0.11% | 127 | -23,232 | -79.81% | Q2 2026 | Jul 24, 2026 |
| Global Assets Advisory, LLC | History | New | 5,714 | 279 | 0.06% | — | 128 | +5,714 | New | Q2 2026 | Jul 27, 2026 |
| BRIGHT FINANCIAL ADVISORS, INC. | History | No change | 5,555 | 274 | 0.11% | 0.13% | 129 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Capital Square, LLC | History | Reduced | 5,361 | 265 | 0.12% | 0.12% | 130 | -23 | -0.43% | Q2 2026 | Aug 12, 2026 |
| BETO FINANCIAL GROUP, LLC | History | No change | 5,204 | 256 | 0.13% | 0.15% | 131 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Urban Wealth Management, LLC | History | New | 5,152 | 254 | 0.22% | — | 133 | +5,152 | New | Q2 2026 | Jul 23, 2026 |
| Vivaldi Capital Management LP | History | No change | 5,130 | 254 | 0.04% | 0.04% | 132 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Schrum Private Wealth Management LLC | History | Reduced | 7,668 | 253 | 0.26% | 0.32% | 134 | -743 | -8.83% | Q2 2026 | Aug 10, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 5,038 | 248 | 0.01% | 0.01% | 135 | -469 | -8.52% | Q2 2026 | Aug 05, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Reduced | 5,029 | 248 | 0.03% | 0.04% | 136 | -9 | -0.18% | Q2 2026 | Aug 11, 2026 |
| MOTCO | History | No change | 5,000 | 246 | 0.02% | 0.02% | 137 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 4,907 | 242 | 0.02% | 0.02% | 138 | +11 | 0.22% | Q2 2026 | Aug 14, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | No change | 4,800 | 236 | 0.1% | 0.12% | 139 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 4,256 | 210 | 0.01% | 0.01% | 140 | -99 | -2.27% | Q2 2026 | Jul 31, 2026 |
| FMR LLC | History | Added to | 4,232 | 208 | 0.0% | 0.0% | 141 | +962 | 29.42% | Q2 2026 | Aug 13, 2026 |
| StoneX Group Inc. | History | New | 4,161 | 203 | 0.01% | — | 142 | +4,161 | New | Q2 2026 | Aug 12, 2026 |
| Manchester Capital Management LLC | History | No change | 3,979 | 196 | 0.03% | 0.03% | 143 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nova Wealth Management, Inc. | History | Reduced | 3,625 | 178 | 0.1% | 0.12% | 144 | -8 | -0.22% | Q2 2026 | Jul 13, 2026 |
| LANARK FINANCIAL, INC. | History | Reduced | 3,464 | 170 | 0.01% | 0.01% | 145 | -290 | -7.73% | Q2 2026 | Jul 21, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 3,255 | 160 | 0.0% | 0.0% | 146 | -610 | -15.78% | Q2 2026 | Aug 13, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 2,655 | 130 | 0.0% | 0.0% | 147 | +98 | 3.83% | Q2 2026 | Aug 06, 2026 |
| EPG Wealth Management LLC | History | Added to | 2,600 | 128 | 0.03% | 0.03% | 148 | +11 | 0.42% | Q2 2026 | Jul 28, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 2,454 | 121 | 0.01% | 0.01% | 149 | +140 | 6.05% | Q2 2026 | Jul 28, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 1,937 | 95 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| AE Wealth Management LLC | History | Added to | 1,910 | 94 | 0.0% | 0.0% | 151 | +886 | 86.52% | Q2 2026 | Aug 03, 2026 |
| Allworth Financial LP | History | Added to | 1,500 | 74 | 0.0% | 0.0% | 152 | +1,460 | 3650.0% | Q2 2026 | Aug 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 1,480 | 73 | 0.0% | 0.0% | 153 | +3 | 0.2% | Q2 2026 | Aug 13, 2026 |
| Kroeger Financial Partners | History | New | 1,398 | 68 | 0.07% | — | 154 | +1,398 | New | Q2 2026 | Jul 27, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 1,376 | 67 | 0.02% | 0.02% | 155 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,235 | 61 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Triumph Capital Management | History | Reduced | 1,010 | 49 | 0.01% | 0.01% | 157 | -8 | -0.79% | Q2 2026 | Jul 20, 2026 |
| Topsail Wealth Management, LLC | History | No change | 1,000 | 49 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Regatta Research & Money Management | History | New | 818 | 40 | 0.04% | — | 159 | +818 | New | Q2 2026 | Aug 11, 2026 |
| Coston, McIsaac & Partners | History | New | 704 | 34 | 0.01% | — | 160 | +704 | New | Q2 2026 | Aug 12, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 550 | 27 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Providence Capital Advisors, LLC | History | New | 509 | 25 | 0.0% | — | 163 | +509 | New | Q2 2026 | Aug 11, 2026 |
| Park Square Financial Group, LLC | History | Reduced | 511 | 25 | 0.23% | 0.3% | 162 | -313 | -37.99% | Q2 2026 | Jul 31, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 500 | 24 | 0.0% | 0.0% | 165 | +458 | 1090.48% | Q2 2026 | Aug 04, 2026 |
| Raleigh Capital Management Inc. | History | Added to | 499 | 24 | 0.01% | 0.0% | 166 | +267 | 115.09% | Q2 2026 | Jul 21, 2026 |
| CWM, LLC | History | No change | 491 | 24 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| REAP Financial Group, LLC | History | Reduced | 415 | 20 | 0.0% | 0.01% | 167 | -207 | -33.28% | Q2 2026 | Aug 04, 2026 |
| First Command Advisory Services, Inc. | History | No change | 346 | 17 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BlackRock, Inc. | History | No change | 364 | 17 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sunbelt Securities, Inc. | History | No change | 320 | 15 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CX Institutional | History | Reduced | 260 | 13 | 0.0% | 0.0% | 171 | -1,745 | -87.03% | Q2 2026 | Jul 01, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 243 | 12 | 0.0% | 0.0% | 173 | -168 | -40.88% | Q2 2026 | Aug 14, 2026 |
| Ancora Advisors LLC | History | No change | 250 | 12 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Blue Trust, Inc. | History | Added to | 227 | 11 | 0.0% | 0.0% | 174 | +1 | 0.44% | Q2 2026 | Jul 21, 2026 |
| Coppell Advisory Solutions LLC | History | New | 14,300 | 10 | 0.0% | — | 175 | +14,300 | New | Q2 2026 | Aug 14, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 146 | 7 | 0.0% | — | 178 | +146 | New | Q2 2026 | Aug 12, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 154 | 7 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CoreCap Advisors, LLC | History | No change | 146 | 7 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 133 | 6 | 0.0% | — | 181 | +133 | New | Q2 2026 | Aug 07, 2026 |
| Mosley Wealth Management | History | Added to | 126 | 6 | 0.0% | 0.0% | 180 | +1 | 0.8% | Q2 2026 | Jul 23, 2026 |
| Davis Capital Management | History | No change | 131 | 6 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| ASSETMARK, INC | History | No change | 104 | 5 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 120 | 5 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Fortis Group Advisors, LLC | History | New | 97 | 4 | 0.0% | — | 186 | +97 | New | Q2 2026 | Jul 24, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 87 | 4 | 0.0% | — | 187 | +87 | New | Q2 2026 | Aug 13, 2026 |
| Caldwell Trust Co | History | Added to | 82 | 4 | 0.0% | 0.0% | 185 | +12 | 17.14% | Q2 2026 | Aug 03, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 87 | 4 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 75 | 3 | 0.0% | 0.0% | 188 | -65 | -46.43% | Q2 2026 | Aug 06, 2026 |
| Spire Wealth Management | History | No change | 61 | 3 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Signature Equity Partners, LLC | History | Added to | 53 | 2 | 0.0% | 0.0% | 192 | +31 | 140.91% | Q2 2026 | Jul 30, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 58 | 2 | 0.0% | 0.0% | 190 | +1 | 1.75% | Q2 2026 | Jul 28, 2026 |
| AdvisorNet Financial, Inc | History | No change | 55 | 2 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Princeton Global Asset Management LLC | History | New | 34 | 1 | 0.0% | — | 197 | +34 | New | Q2 2026 | Jul 16, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 21 | 1 | 0.0% | — | 198 | +21 | New | Q2 2026 | Aug 27, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Added to | 29 | 1 | 0.0% | 0.0% | 195 | +1 | 3.57% | Q2 2026 | Jul 24, 2026 |
| Wagner Wealth Management, LLC | History | No change | 37 | 1 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Key FInancial Inc | History | No change | 32 | 1 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 38 | 1 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -349,700 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Virtue Capital Management, LLC | History | Closed out | 0 | 0 | — | 1.08% | — | -143,002 | -100.0% | Q2 2026 | Aug 05, 2026 |
| Ocean Park Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.25% | — | -85,904 | -100.0% | Q2 2026 | Jul 09, 2026 |
| Brendel Financial Advisors LLC | History | Closed out | 0 | 0 | — | 1.51% | — | -61,622 | -100.0% | Q2 2026 | Jul 31, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -58,774 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -39,149 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Independent Advisor Alliance | History | Closed out | 0 | 0 | — | 0.01% | — | -23,491 | -100.0% | Q2 2026 | Aug 12, 2026 |
| GFS Advisors, LLC | History | Closed out | 0 | 0 | — | 1.2% | — | -15,276 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Apeiron RIA LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -15,235 | -100.0% | Q2 2026 | Jul 16, 2026 |
| Ferguson Shapiro LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -11,850 | -100.0% | Q2 2026 | Jul 09, 2026 |
| Advisor Resource Council | History | Closed out | 0 | 0 | — | 0.17% | — | -10,531 | -100.0% | Q2 2026 | Jul 28, 2026 |
| Dorsey Wright & Associates | History | Closed out | 0 | 0 | — | 0.06% | — | -10,027 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Cadent Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -9,538 | -100.0% | Q2 2026 | Jul 13, 2026 |
| Claro Advisors Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -8,092 | -100.0% | Q2 2026 | Jul 30, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,674 | -100.0% | Q2 2026 | Aug 12, 2026 |
| BIP Wealth, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -7,464 | -100.0% | Q2 2026 | Aug 03, 2026 |
| WealthBridge Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -7,080 | -100.0% | Q2 2026 | Jul 24, 2026 |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -7,074 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Moors & Cabot, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -4,240 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,173 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Beacon Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -4,058 | -100.0% | Q2 2026 | Jul 29, 2026 |
| GeoWealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,150 | -100.0% | Q2 2026 | Jul 30, 2026 |
| Merkkuri Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,256 | -100.0% | Q2 2026 | Jul 27, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -270 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Closed out | 0 | 0 | — | 0.0% | — | -60 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Darwin Wealth Management, LLC | History | New | 15 | 0 | — | — | — | +15 | New | Q2 2026 | Jul 21, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Aug 04, 2026 |
| Realta Investment Advisors | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Quent Capital, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |