How many institutions own FCTR stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own FCTR shares is N/A, representing N/A of the company's common stock.

Who are the major shareholders selling First Trust Lunt U.S. Factor Rotation ETF stock?

SOLTIS INVESTMENT ADVISORS LLC, in the last quarter, reduced its stake in FCTR by -0.35% restricting it's holding to 124.25 thousand shares of worth nearly $5.07M. LUNT CAPITAL MANAGEMENT, INC. also lessened -1.49% of the FCTR shares from its portfolio, reducing its holding to 284.88 thousand shares of worth $11.63M. GENEOS WEALTH MANAGEMENT INC. also shunned FCTR shares holding by -1.38% last quarter which brought its holding to 303.33 thousand shares worth $12.38M.

Investors who are buying FCTR stock?

As per its latest 13F filing, JANE STREET GROUP, LLC increased its stake in FCTR by 100% in the last quarter. The institutional holder raised its holding to 16.05 thousand shares having worth more than $655.24K. STIFEL FINANCIAL CORP also added 1.44% more shares of FCTR to its portfolio, raising its holding to 6.96 thousand shares of worth $284.31K. ATRIA INVESTMENTS, INC also increased its FCTR shares holding by 23.5% which brought its holding to 8.97 thousand shares worth $366.20K.

FCTR's major insiders: who are they?

The insider with the most stakes in FCTR is N/A , N/A at the company. Additionally, FCTR stock is highly held by N/A N/A and N/A N/A among others.

Did an insider recently sell FCTR stock?

Company executives, directors, and other insiders own N/A percent of First Trust Lunt U.S. Factor Rotation ETF's stock. Within the last six months, there have been 0 transaction(s) in which FCTR insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased FCTR stock?

There have been 0 transaction(s) during the past 6-months in which First Trust Lunt U.S. Factor Rotation ETF insiders have bought stock, totalling 0 shares

How much of FCTR does insiders own?

Around 0 First Trust Lunt U.S. Factor Rotation ETF shares are held by insiders, which represents about N/A of FCTR stock.

Who is the insider with the largest stake?

FCTR N/A, N/A holds the largest portfolio of the company's shares. FCTR shares owned by N/A total nearly -.

Which institution holds the most shares in FCTR?

JANE STREET GROUP, LLC is the largest institutional owner in FCTR which holds 16.05 thousand shares worth $655.24K or 1.07% of the total FCTR shares outstanding followed by SOLTIS INVESTMENT ADVISORS LLC with ownership of 124.25 thousand shares representing 8.31% of the FCTR ownership. LUNT CAPITAL MANAGEMENT, INC. is the third largest stakeholder with 284.88 thousand shares or 19.06% of the ownership worth more than $11.63M.

Is First Trust Lunt U.S. Factor Rotation ETF stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the FCTR is concerned, it is a stock which is not optionable.

Is there a short position on FCTR's shares?

Number of FCTR shares short is null. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding FCTR shares are there?

As of today, null shares of FCTR are outstanding.

Is there many float in FCTR stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, FCTR has null shares in float.

FCTR short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for FCTR is null.

First Trust Lunt US Factor Rotation ETF (FCTR) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableNo

Short Percent Of Outstanding SharesN/A

Short Percent Of FloatN/A

Shares OutstandingN/A

Shares FloatN/A

Shares ShortN/A

Short RatioN/A

N/A

Short % of Float

N/A

Short % of Shares Outstanding

Institutional Ownership

About N/A of shares are held by financial institutions. JANE STREET GROUP, LLC is the top corporate investor, holding 16.05K shares valued at $655.24K. A 1.07% stake in First Trust Lunt U.S. Factor Rotation ETF is owned by the company. SOLTIS INVESTMENT ADVISORS LLC owns 124.25K shares valued at $5.07M, which translates its holding of 8.31% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	JANE STREET GROUP, LLC	1.07%	16.05K	655.24K	16.05K	+100.00%
Jun 30, 2026	SOLTIS INVESTMENT ADVISORS LLC	8.31%	124.25K	5.07M	-440	-0.35%
Jun 30, 2026	LUNT CAPITAL MANAGEMENT, INC.	19.06%	284.88K	11.63M	-4.31K	-1.49%
Jun 30, 2026	GENEOS WEALTH MANAGEMENT INC.	20.29%	303.33K	12.38M	-4.25K	-1.38%
Jun 30, 2026	FARTHER FINANCE ADVISORS, LLC	0.46%	6.86K	279.14K	-3.15K	-31.46%
Jun 30, 2026	STIFEL FINANCIAL CORP	0.47%	6.96K	284.31K	99	+1.44%
Jun 30, 2026	WEALTH ADVISORY SOLUTIONS, LLC	0.52%	7.75K	316.48K	0	0
Jun 30, 2026	HARBOUR INVESTMENTS, INC.	0.52%	7.84K	320.02K	-398	-4.83%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	0.6%	8.95K	365.47K	-12	-0.13%
Jun 30, 2026	ATRIA INVESTMENTS, INC	0.6%	8.97K	366.2K	1.71K	+23.50%
Jun 30, 2026	KRAFT, DAVIS & ASSOCIATES, LLC	0.81%	12.17K	481.4K	0	0
Jun 30, 2026	MORGAN STANLEY	0.97%	14.53K	593.21K	-621	-4.10%
Jun 30, 2026	LPL FINANCIAL LLC	7.7%	115.16K	4.7M	-10.03K	-8.01%
Jun 30, 2026	GEOWEALTH MANAGEMENT, LLC	1.63%	24.31K	992.29K	179	+0.74%
Jun 30, 2026	PARALLEL ADVISORS, LLC	0.01%	100	4.08K	0	0
Jun 30, 2026	UBS GROUP AG	0.01%	100	4.08K	-383	-79.30%
Jun 30, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.01%	192	7.82K	0	0
Jun 30, 2026	CREATIVE FINANCIAL DESIGNS INC /ADV	0.02%	356	14.52K	356	+100.00%
Jun 30, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.16%	2.39K	97.49K	2.39K	+100.00%
Jun 30, 2026	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.16%	2.4K	97.92K	2.4K	+100.00%
Jun 30, 2026	BLUECHIP WEALTH ADVISORS LLC	0.35%	5.21K	212.86K	5.21K	+100.00%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.37%	5.54K	226.36K	2.62K	+89.34%
Jun 30, 2026	UNITED ADVISOR GROUP, LLC	0.41%	6.09K	248.71K	0	0
Jun 30, 2026	MARSHALL & STERLING WEALTH ADVISORS INC.	0%	0	-	-31	-100.00%
Jun 30, 2026	WESTERN WEALTH MANAGEMENT, LLC	0%	0	-	-745	-100.00%
Jun 30, 2026	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0%	0	-	-146	-100.00%
Jun 30, 2026	GOLDMAN SACHS GROUP INC	3.21%	48.02K	1.96M	-12.4K	-20.53%
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	3.32%	49.68K	2.03M	40.06K	+416.43%
Jun 30, 2026	SUMMIT FINANCIAL, LLC	4.33%	64.73K	2.64M	64.73K	+100.00%
Mar 31, 2026	GENEOS WEALTH MANAGEMENT INC.	20.58%	307.58K	10.97M	-24.75K	-7.45%
Mar 31, 2026	UNITED ADVISOR GROUP, LLC	0.41%	6.09K	217.28K	-855	-12.31%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.6%	8.96K	319.72K	8.96K	+100.00%
Mar 31, 2026	FARTHER FINANCE ADVISORS, LLC	0.67%	10K	357.74K	-1.49K	-12.97%
Mar 31, 2026	WEALTH ADVISORY SOLUTIONS, LLC	0.52%	7.75K	276.49K	0	0
Mar 31, 2026	KRAFT, DAVIS & ASSOCIATES, LLC	0.81%	12.17K	459.12K	0	0
Mar 31, 2026	GEOWEALTH MANAGEMENT, LLC	1.61%	24.13K	860.54K	-175	-0.72%
Mar 31, 2026	SOLTIS INVESTMENT ADVISORS LLC	8.34%	124.69K	4.45M	-1.13K	-0.90%
Mar 31, 2026	LPL FINANCIAL LLC	8.37%	125.2K	4.47M	-10.84K	-7.97%
Mar 31, 2026	LUNT CAPITAL MANAGEMENT, INC.	19.34%	289.19K	10.31M	209	+0.07%
Mar 31, 2026	CWM, LLC	0.38%	5.69K	203.05K	-977	-14.65%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.46%	6.87K	244.85K	422	+6.55%
Mar 31, 2026	MORGAN STANLEY	1.01%	15.15K	540.41K	-23.82K	-61.12%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	4.04%	60.43K	2.16M	-26	-0.04%
Mar 31, 2026	BLUECHIP WEALTH ADVISORS LLC	0%	0	-	-12.1K	-100.00%
Mar 31, 2026	JANE STREET GROUP, LLC	0%	0	-	-12.34K	-100.00%
Mar 31, 2026	FMR LLC	0%	0	-	-216	-100.00%
Mar 31, 2026	MERCER GLOBAL ADVISORS INC /ADV	0%	0	-	-6.06K	-100.00%
Mar 31, 2026	MARSHALL & STERLING WEALTH ADVISORS INC.	0%	31	1.11K	-2.16K	-98.58%
Mar 31, 2026	CAMELOT PORTFOLIOS, LLC	0%	0	-	-3.02K	-100.00%
Mar 31, 2026	ROYAL BANK OF CANADA	0%	0	-	-999	-100.00%
Mar 31, 2026	PARALLEL ADVISORS, LLC	0.01%	100	3.57K	100	+100.00%
Mar 31, 2026	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.01%	146	5.21K	0	0
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.01%	192	6.84K	0	0
Mar 31, 2026	UBS GROUP AG	0.03%	483	17.23K	262	+118.55%
Mar 31, 2026	WESTERN WEALTH MANAGEMENT, LLC	0.05%	745	26.56K	745	+100.00%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.2%	2.93K	104.46K	-2.72K	-48.18%
Mar 31, 2026	HARBOUR INVESTMENTS, INC.	0.55%	8.24K	293.82K	2.42K	+41.48%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.64%	9.62K	343.12K	2.52K	+35.51%
Mar 31, 2026	ATRIA INVESTMENTS, INC	0.49%	7.26K	259.05K	4	+0.06%
Dec 31, 2025	UNITED ADVISOR GROUP, LLC	0.48%	6.95K	247.81K	0	0
Dec 31, 2025	GEOWEALTH MANAGEMENT, LLC	1.63%	24.3K	866.9K	-3.63K	-13.00%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0%	0	-	-6.62K	-100.00%
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.77%	11.49K	409.97K	6.2K	+116.93%
Dec 31, 2025	WEALTH ADVISORY SOLUTIONS, LLC	0.54%	7.75K	276.53K	-2.23K	-22.37%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.48%	7.1K	253.23K	582	+8.93%
Dec 31, 2025	HARBOUR INVESTMENTS, INC.	0.39%	5.82K	209.91K	0	0
Dec 31, 2025	VERSANT CAPITAL MANAGEMENT, INC	0%	0	-	-127	-100.00%
Dec 31, 2025	IFP ADVISORS, INC	0%	0	-	-165	-100.00%
Dec 31, 2025	CITADEL ADVISORS LLC	0%	0	-	-35.11K	-100.00%
Dec 31, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.01%	146	5.21K	0	0
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.01%	192	6.84K	0	0
Dec 31, 2025	UBS GROUP AG	0.01%	221	7.88K	-5.76K	-96.30%
Dec 31, 2025	CWM, LLC	0.45%	6.67K	238K	-1.64K	-19.72%
Dec 31, 2025	ROYAL BANK OF CANADA	0.07%	999	36K	-1.22K	-55.02%
Dec 31, 2025	MARSHALL & STERLING WEALTH ADVISORS INC.	0.14%	2.19K	78.12K	-2.15K	-49.55%
Dec 31, 2025	CAMELOT PORTFOLIOS, LLC	0.21%	3.02K	107.84K	3.02K	+100.00%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.38%	5.65K	201.59K	-122	-2.11%
Dec 31, 2025	GENEOS WEALTH MANAGEMENT INC.	23.01%	332.33K	11.85M	-14.06K	-4.06%
Dec 31, 2025	LUNT CAPITAL MANAGEMENT, INC.	20.01%	288.98K	10.31M	-16.23K	-5.32%
Dec 31, 2025	LPL FINANCIAL LLC	9.14%	136.04K	4.85M	-10.88K	-7.40%
Dec 31, 2025	SOLTIS INVESTMENT ADVISORS LLC	8.71%	125.82K	4.49M	-5.56K	-4.23%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	4.19%	60.45K	2.16M	1.02K	+1.71%
Dec 31, 2025	MORGAN STANLEY	2.61%	38.97K	1.39M	-1.6K	-3.95%
Dec 31, 2025	KRAFT, DAVIS & ASSOCIATES, LLC	0.84%	12.17K	459.74K	-193	-1.56%
Dec 31, 2025	JANE STREET GROUP, LLC	0.85%	12.34K	440.12K	-17.12K	-58.11%
Dec 31, 2025	ATRIA INVESTMENTS, INC	0.5%	7.26K	258.94K	-57	-0.78%
Dec 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.41%	6.06K	216.05K	6.06K	+100.00%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.43%	6.44K	229.83K	-2.18K	-25.30%
Dec 31, 2025	FMR LLC	0.01%	216	7.71K	216	+100.00%
Dec 31, 2025	BLUECHIP WEALTH ADVISORS LLC	0.79%	12.1K	431.49K	5.77K	+91.18%
Sep 30, 2025	CITADEL ADVISORS LLC	2.09%	35.11K	1.25M	-12.61K	-26.42%
Sep 30, 2025	ATRIA INVESTMENTS, INC	0.44%	7.32K	259.79K	-27	-0.37%
Sep 30, 2025	WEALTH ADVISORY SOLUTIONS, LLC	0.6%	9.99K	354.6K	-1.41K	-12.35%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.51%	8.63K	306.28K	163	+1.93%
Sep 30, 2025	GENEOS WEALTH MANAGEMENT INC.	20.66%	346.38K	12.3M	-70.06K	-16.82%
Sep 30, 2025	LUNT CAPITAL MANAGEMENT, INC.	18.21%	305.21K	10.84M	-16.43K	-5.11%
Sep 30, 2025	BLUECHIP WEALTH ADVISORS LLC	0.38%	6.33K	224.67K	-5.77K	-47.69%
Sep 30, 2025	UNITED ADVISOR GROUP, LLC	0.41%	6.95K	246.69K	-247	-3.43%
Sep 30, 2025	CWM, LLC	0.5%	8.31K	295K	0	0
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.4%	6.62K	235.22K	-125	-1.85%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0%	0	-	-12.99K	-100.00%
Sep 30, 2025	SILVER OAK SECURITIES, INCORPORATED	0%	0	-	-74.76K	-100.00%
Sep 30, 2025	VERSANT CAPITAL MANAGEMENT, INC	0.01%	127	4.51K	127	+100.00%
Sep 30, 2025	JANE STREET GROUP, LLC	1.78%	29.45K	1.05M	29.45K	+100.00%
Sep 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.32%	5.3K	188.12K	5.3K	+100.00%
Sep 30, 2025	MARSHALL & STERLING WEALTH ADVISORS INC.	0.26%	4.34K	154.11K	3	+0.07%
Sep 30, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.01%	146	5.18K	0	0
Sep 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0%	0	-	-82	-100.00%
Sep 30, 2025	GEOWEALTH MANAGEMENT, LLC	1.67%	27.93K	991.85K	-2.55K	-8.37%
Sep 30, 2025	KRAFT, DAVIS & ASSOCIATES, LLC	0.74%	12.37K	443.1K	0	0
Sep 30, 2025	UBS GROUP AG	0.36%	5.98K	212.21K	4.62K	+341.36%
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0.35%	5.82K	206.74K	-72	-1.22%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.34%	5.77K	202.66K	0	0
Sep 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0%	0	-	-5.91K	-100.00%
Sep 30, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0%	0	-	-100	-100.00%
Sep 30, 2025	LPL FINANCIAL LLC	8.76%	146.92K	5.22M	-3.78K	-2.51%
Sep 30, 2025	SOLTIS INVESTMENT ADVISORS LLC	7.84%	131.39K	4.67M	-15.94K	-10.82%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.39%	6.52K	231.42K	-37.32K	-85.13%
Sep 30, 2025	ROYAL BANK OF CANADA	0.13%	2.22K	79K	23	+1.05%
Sep 30, 2025	CREEKMUR ASSET MANAGEMENT LLC	0.08%	1.4K	49.86K	-8	-0.57%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.01%	192	6.81K	0	0
Sep 30, 2025	GOLDMAN SACHS GROUP INC	3.55%	59.44K	2.11M	5.09K	+9.36%
Sep 30, 2025	MORGAN STANLEY	2.42%	40.57K	1.44M	-96.9K	-70.49%
Sep 30, 2025	IFP ADVISORS, INC	0.01%	165	5.86K	0	0
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.76%	12.99K	442K	12.99K	+100.00%
Jun 30, 2025	SILVER OAK SECURITIES, INCORPORATED	4.38%	74.76K	2.54M	-60	-0.08%
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.01%	192	6.51K	-892	-82.29%
Jun 30, 2025	ATRIA INVESTMENTS, INC	0.43%	7.34K	249.6K	249	+3.51%
Jun 30, 2025	MORGAN STANLEY	8.05%	137.47K	4.67M	5.3K	+4.01%
Jun 30, 2025	SOLTIS INVESTMENT ADVISORS LLC	8.63%	147.33K	5.01M	-5.96K	-3.89%
Jun 30, 2025	LPL FINANCIAL LLC	8.82%	150.69K	5.12M	-46.2K	-23.46%
Jun 30, 2025	WEALTH ADVISORY SOLUTIONS, LLC	0.67%	11.39K	387.27K	-33	-0.29%
Jun 30, 2025	BLUECHIP WEALTH ADVISORS LLC	0.71%	12.1K	411.17K	0	0
Jun 30, 2025	ROYAL BANK OF CANADA	0.13%	2.2K	75K	-1K	-31.27%
Jun 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.35%	5.91K	200.96K	5.91K	+100.00%
Jun 30, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	0%	0	-	-845	-100.00%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0%	0	-	-500	-100.00%
Jun 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0%	82	2.79K	82	+100.00%
Jun 30, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.01%	100	3.4K	-20	-16.67%
Jun 30, 2025	IFP ADVISORS, INC	0.01%	165	5.61K	0	0
Jun 30, 2025	UBS GROUP AG	0.08%	1.35K	46.03K	1.35K	+100.00%
Jun 30, 2025	CREEKMUR ASSET MANAGEMENT LLC	0.08%	1.41K	48K	0	0
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0.35%	5.89K	200.35K	-107	-1.78%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.4%	6.75K	229.41K	-450	-6.25%
Jun 30, 2025	UNITED ADVISOR GROUP, LLC	0.42%	7.19K	244.54K	0	0
Jun 30, 2025	CWM, LLC	0.49%	8.31K	282K	-707	-7.84%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.5%	8.46K	287.64K	-539	-5.99%
Jun 30, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.01%	146	4.96K	0	0
Jun 30, 2025	GEOWEALTH MANAGEMENT, LLC	1.78%	30.48K	1.04M	1.44K	+4.94%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	2.57%	43.84K	1.49M	-5.48K	-11.11%
Jun 30, 2025	CITADEL ADVISORS LLC	2.79%	47.71K	1.62M	-809	-1.67%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	3.18%	54.35K	1.85M	5.13K	+10.42%
Jun 30, 2025	LUNT CAPITAL MANAGEMENT, INC.	18.83%	321.63K	10.93M	1.89K	+0.59%
Jun 30, 2025	GENEOS WEALTH MANAGEMENT INC.	24.38%	416.44K	14.15M	34.68K	+9.08%
Jun 30, 2025	JANE STREET GROUP, LLC	0%	0	-	-12.17K	-100.00%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0%	0	-	-50	-100.00%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.34%	5.77K	196.22K	-43	-0.74%
Jun 30, 2025		0.25%	4.34K	147.36K	-49	-1.12%
Jun 30, 2025	MARSHALL & STERLING WEALTH ADVISORS INC.	0.25%	4.34K	147.36K	-49	-1.12%
Jun 30, 2025	KRAFT, DAVIS & ASSOCIATES, LLC	0.72%	12.37K	431.78K	0	0
Mar 31, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.01%	120	3.71K	0	0
Mar 31, 2025	CLARUS WEALTH ADVISORS	0%	0	-	-8.9K	-100.00%
Mar 31, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0%	0	-	-9.79K	-100.00%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.03%	500	15.46K	500	+100.00%
Mar 31, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	0.05%	845	26.13K	0	0
Mar 31, 2025	CREEKMUR ASSET MANAGEMENT LLC	0.08%	1.41K	43.66K	0	0
Mar 31, 2025	ROYAL BANK OF CANADA	0.18%	3.2K	99K	-12.61K	-79.77%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.32%	5.82K	179.87K	3.07K	+112.07%
Mar 31, 2025	ATRIA INVESTMENTS, INC	0.39%	7.09K	219.36K	10	+0.14%
Mar 31, 2025	UNITED ADVISOR GROUP, LLC	0.39%	7.19K	222.45K	0	0
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.39%	7.2K	222.61K	-400	-5.26%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.49%	9K	278.33K	941	+11.67%
Mar 31, 2025	CWM, LLC	0.49%	9.02K	279K	-101	-1.11%
Mar 31, 2025	WEALTH ADVISORY SOLUTIONS, LLC	0.63%	11.43K	353.31K	-15	-0.13%
Mar 31, 2025	BLUECHIP WEALTH ADVISORS LLC	0.66%	12.1K	374.03K	5.77K	+91.18%
Mar 31, 2025	GEOWEALTH MANAGEMENT, LLC	1.59%	29.05K	898.15K	4.06K	+16.24%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	2.7%	49.31K	1.52M	34.62K	+235.54%
Mar 31, 2025	SILVER OAK SECURITIES, INCORPORATED	4.1%	74.82K	2.3M	672	+0.91%
Mar 31, 2025	SOLTIS INVESTMENT ADVISORS LLC	8.4%	153.29K	4.74M	-32.69K	-17.58%
Mar 31, 2025	LPL FINANCIAL LLC	10.8%	196.89K	6.09M	2.19K	+1.13%
Mar 31, 2025	LUNT CAPITAL MANAGEMENT, INC.	17.53%	319.74K	9.89M	5.12K	+1.63%
Mar 31, 2025	GENEOS WEALTH MANAGEMENT INC.	20.93%	381.76K	11.8M	-7.12K	-1.83%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0%	0	-	-10.03K	-100.00%
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.06%	1.08K	33.51K	0	0
Mar 31, 2025	HARBOUR INVESTMENTS, INC.	0.33%	6K	185.55K	0	0
Mar 31, 2025	MORGAN STANLEY	7.25%	132.17K	4.09M	-5.68K	-4.12%
Mar 31, 2025	JANE STREET GROUP, LLC	0.67%	12.17K	376.19K	-27.74K	-69.51%
Mar 31, 2025	UBS GROUP AG	0%	0	-	-63	-100.00%
Mar 31, 2025	WOLF GROUP CAPITAL ADVISORS	0%	0	-	-73.83K	-100.00%
Mar 31, 2025		0.24%	4.39K	135.66K	4	+0.09%
Mar 31, 2025	CITADEL ADVISORS LLC	2.66%	48.52K	1.5M	491	+1.02%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	2.7%	49.22K	1.52M	353	+0.72%
Mar 31, 2025	KRAFT, DAVIS & ASSOCIATES, LLC	0.68%	12.37K	369.09K	0	0
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0%	50	1.55K	0	0
Mar 31, 2025	IFP ADVISORS, INC	0.01%	165	5.1K	0	0
Mar 31, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.01%	146	4.52K	0	0

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