How many institutions own FXD 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 FXD shares is N/A, representing N/A of the company's common stock.

Who are the major shareholders selling First Trust Consumer Discretionary AlphaDEX Fund stock?

RAYMOND JAMES FINANCIAL INC, in the last quarter, reduced its stake in FXD by -12.49% restricting it's holding to 146.91 thousand shares of worth nearly $10.16M. ROYAL BANK OF CANADA also lessened -30.78% of the FXD shares from its portfolio, reducing its holding to 24.46 thousand shares of worth $1.69M. CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. also shunned FXD shares holding by -5.51% last quarter which brought its holding to 10.59 thousand shares worth $732.00K.

Investors who are buying FXD stock?

As per its latest 13F filing, XCELSIOR ADVISOR PARTNERS LLC increased its stake in FXD by 100% in the last quarter. The institutional holder raised its holding to 35.26 thousand shares having worth more than $3.31M. BLACKROCK, INC. also added 237.97% more shares of FXD to its portfolio, raising its holding to 3.79 thousand shares of worth $262.28K. also increased its FXD shares holding by 100% which brought its holding to 35.26 thousand shares worth $3.31M.

FXD's major insiders: who are they?

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

Did an insider recently sell FXD stock?

Company executives, directors, and other insiders own N/A percent of First Trust Consumer Discretionary AlphaDEX Fund's stock. Within the last six months, there have been 0 transaction(s) in which FXD insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased FXD stock?

There have been 0 transaction(s) during the past 6-months in which First Trust Consumer Discretionary AlphaDEX Fund insiders have bought stock, totalling 0 shares

How much of FXD does insiders own?

Around 0 First Trust Consumer Discretionary AlphaDEX Fund shares are held by insiders, which represents about N/A of FXD stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in FXD?

RAYMOND JAMES FINANCIAL INC is the largest institutional owner in FXD which holds 146.91 thousand shares worth $10.16M or 3.85% of the total FXD shares outstanding followed by XCELSIOR ADVISOR PARTNERS LLC with ownership of 35.26 thousand shares representing 0.92% of the FXD ownership. ROYAL BANK OF CANADA is the third largest stakeholder with 24.46 thousand shares or 0.64% of the ownership worth more than $1.69M.

Is First Trust Consumer Discretionary AlphaDEX Fund 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 FXD is concerned, it is a stock which is optionable.

Is there a short position on FXD's shares?

Number of FXD 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 FXD shares are there?

As of today, null shares of FXD are outstanding.

Is there many float in FXD 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, FXD has null shares in float.

FXD 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 FXD is null.

First Trust Consumer Discretionary AlphaDEX Fund (FXD) 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

OptionableYes

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. RAYMOND JAMES FINANCIAL INC is the top corporate investor, holding 146.91K shares valued at $10.16M. A 3.85% stake in First Trust Consumer Discretionary AlphaDEX Fund is owned by the company. XCELSIOR ADVISOR PARTNERS LLC owns 35.26K shares valued at $3.31M, which translates its holding of 0.92% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	3.85%	146.91K	10.16M	-20.96K	-12.49%
Jun 30, 2026	XCELSIOR ADVISOR PARTNERS LLC	0.92%	35.26K	3.31M	35.26K	+100.00%
Jun 30, 2026	ROYAL BANK OF CANADA	0.64%	24.46K	1.69M	-10.87K	-30.78%
Jun 30, 2026	LEVEL FOUR ADVISORY SERVICES, LLC	0.15%	5.78K	399.99K	0	0
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.28%	10.59K	732K	-618	-5.51%
Jun 30, 2026	FARTHER FINANCE ADVISORS, LLC	0.29%	11.03K	762.56K	-5	-0.05%
Jun 30, 2026	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.08%	3.11K	214.77K	0	0
Jun 30, 2026	BALLEW ADVISORS, INC	0.1%	3.63K	253K	0	0
Jun 30, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0.1%	3.74K	258.77K	-2.31K	-38.13%
Jun 30, 2026	BLACKROCK, INC.	0.1%	3.79K	262.28K	2.67K	+237.97%
Jun 30, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.11%	4.06K	281.04K	-35	-0.85%
Jun 30, 2026	STRATOS WEALTH PARTNERS, LTD.	0.11%	4.16K	287.82K	-363	-8.02%
Jun 30, 2026	CREATIVE PLANNING	0.13%	4.72K	326.61K	-120	-2.48%
Jun 30, 2026		0.94%	35.26K	3.31M	35.26K	+100.00%
Jun 30, 2026	MOREY & QUINN WEALTH PARTNERS, LLC	0.13%	5.03K	347.77K	0	0
Jun 30, 2026	RISK PARADIGM GROUP, LLC	0.15%	5.76K	398.54K	789	+15.87%
Jun 30, 2026	JPMORGAN CHASE & CO	0.36%	13.71K	953.27K	-588	-4.11%
Jun 30, 2026	PGIM CUSTOM HARVEST LLC	0.36%	13.81K	955.26K	-106	-0.76%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.41%	15.63K	1.08M	-4.36K	-21.80%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.45%	17.18K	1.19M	-999	-5.50%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	0.45%	17.18K	1.19M	-1.86K	-9.75%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.54%	20.67K	1.43M	-465	-2.20%
Jun 30, 2026	COTTONWOOD CAPITAL ADVISORS, LLC	0.58%	21.99K	1.52M	-68	-0.31%
Jun 30, 2026	TRUIST FINANCIAL CORP	1.23%	47.03K	3.25M	-366	-0.77%
Jun 30, 2026	BNP PARIBAS ARBITRAGE, SNC	1.31%	50K	3.46M	50K	+100.00%
Jun 30, 2026	STIFEL FINANCIAL CORP	1.95%	74.41K	5.15M	-5.69K	-7.10%
Jun 30, 2026	JANNEY MONTGOMERY SCOTT LLC	1.98%	75.55K	5.23M	-7.41K	-8.93%
Jun 30, 2026	LPL FINANCIAL LLC	3.69%	140.47K	9.72M	1.62K	+1.17%
Jun 30, 2026	MORGAN STANLEY	13.05%	497.6K	34.42M	-6.98K	-1.38%
Jun 30, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.3%	11.3K	781.32K	941	+9.09%
Jun 30, 2026	CITIGROUP INC	0.31%	11.79K	815.34K	-7.97K	-40.32%
Jun 30, 2026	SUMMIT FINANCIAL, LLC	0.32%	12.33K	852.98K	613	+5.23%
Jun 30, 2026	CITADEL ADVISORS LLC	0.34%	13.03K	901.52K	-12.9K	-49.74%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.44%	16.87K	1.17M	-389	-2.25%
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.87%	33.22K	2.3M	2.45K	+7.95%
Jun 30, 2026	GOLDMAN SACHS GROUP INC	1.41%	53.74K	3.72M	-1.62K	-2.92%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	3.13%	119.28K	8.25M	-6.59K	-5.24%
Jun 30, 2026	RETIREMENT PLANNING GROUP	0.2%	7.8K	539.71K	-1.87K	-19.37%
Jun 30, 2026	COPPELL ADVISORY SOLUTIONS LLC	0.14%	5.4K	274.82K	5.4K	+100.00%
Jun 30, 2026	ELSER FINANCIAL PLANNING, INC	0.21%	8K	553.33K	0	0
Jun 30, 2026	BAIRD FINANCIAL GROUP, INC.	0.21%	8.07K	557.9K	-656	-7.52%
Jun 30, 2026	QUBE RESEARCH & TECHNOLOGIES LTD	0.16%	5.92K	409.33K	-5.69K	-49.04%
Jun 30, 2026	SEQUOIA FINANCIAL ADVISORS, LLC	0.21%	8.07K	558.38K	0	0
Jun 30, 2026	MTM INVESTMENT MANAGEMENT, LLC	0.22%	8.42K	582.52K	0	0
Jun 30, 2026	PRIVATE ADVISOR GROUP, LLC	0.24%	9.29K	642.38K	-378	-3.91%
Jun 30, 2026	IHT WEALTH MANAGEMENT, LLC	0.18%	6.94K	479.93K	-22	-0.32%
Jun 30, 2026	JANE STREET GROUP, LLC	0.16%	6.07K	419.5K	6.07K	+100.00%
Jun 30, 2026	JONES FINANCIAL COMPANIES LLLP	0.18%	7.02K	493.47K	855	+13.86%
Jun 30, 2026	SCHRUM PRIVATE WEALTH MANAGEMENT LLC	0.37%	14.01K	839.08K	-200	-1.41%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	10.23%	389.95K	26.97M	-7.53K	-1.89%
Jun 30, 2026	UBS GROUP AG	0.86%	32.78K	2.27M	-7.85K	-19.32%
Jun 30, 2026	TRADEWELL SECURITIES, LLC.	0.85%	32.49K	2.25M	2.47K	+8.24%
Jun 30, 2026	RPG FAMILY WEALTH ADVISORY, LLC	0.16%	5.93K	410.23K	789	+15.34%
Jun 30, 2026	NAVELLIER & ASSOCIATES INC	0.19%	7.19K	497.31K	-13.49K	-65.23%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	0.67%	25.47K	1.76M	-364	-1.41%
Jun 30, 2026	PARAGON PRIVATE WEALTH MANAGEMENT, LLC	0.88%	33.38K	2.31M	-1.19K	-3.45%
Jun 30, 2026	STEPHENS INC /AR/	0.37%	14K	968.2K	0	0
Jun 30, 2026	NEWEDGE ADVISORS, LLC	0.22%	8.48K	586.26K	-42	-0.49%
Jun 30, 2026	FOUNDERS FINANCIAL ALLIANCE, LLC	0.08%	2.94K	203.08K	110	+3.89%
Jun 30, 2026	FIFTH THIRD BANCORP	0.05%	1.83K	126.3K	-440	-19.42%
Jun 30, 2026	HARBOUR INVESTMENTS, INC.	0.05%	1.81K	125.38K	-73	-3.87%
Jun 30, 2026	PARALLEL ADVISORS, LLC	0.04%	1.58K	109.21K	1.54K	+3,847.50%
Jun 30, 2026	TOPSAIL WEALTH MANAGEMENT, LLC	0.04%	1.5K	103.4K	0	0
Jun 30, 2026	IFP ADVISORS, INC	0.04%	1.45K	100.5K	-174	-10.69%
Jun 30, 2026	MML INVESTORS SERVICES, LLC	0.28%	10.57K	731.11K	-224	-2.08%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.51%	19.98K	1.28M	-1	-0.01%
Mar 31, 2026	FARTHER FINANCE ADVISORS, LLC	0.28%	11.03K	710.99K	-4	-0.04%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.28%	10.79K	691.03K	-2.11K	-16.35%
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.27%	10.36K	662.91K	6.55K	+171.78%
Mar 31, 2026	RETIREMENT PLANNING GROUP	0.25%	9.68K	619.5K	-283	-2.84%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.25%	9.67K	618.77K	-1.57K	-13.96%
Mar 31, 2026	SEQUOIA FINANCIAL ADVISORS, LLC	0.21%	8.07K	516.83K	0	0
Mar 31, 2026	ELSER FINANCIAL PLANNING, INC	0.21%	8K	505.2K	8K	+100.00%
Mar 31, 2026	IHT WEALTH MANAGEMENT, LLC	0.18%	6.96K	445.62K	11	+0.16%
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	0.16%	6.17K	385.91K	380	+6.56%
Mar 31, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0.16%	6.05K	387.16K	-281	-4.44%
Mar 31, 2026	LEVEL FOUR ADVISORY SERVICES, LLC	0.15%	5.78K	370.23K	201	+3.60%
Mar 31, 2026		0.14%	5.58K	357.49K	-15	-0.27%
Mar 31, 2026	RPG FAMILY WEALTH ADVISORY, LLC	0.13%	5.14K	329.19K	-2.4K	-31.86%
Mar 31, 2026	MORGAN STANLEY	12.95%	504.58K	32.3M	77.13K	+18.04%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	10.2%	397.47K	25.45M	-104.77K	-20.86%
Mar 31, 2026	STIFEL FINANCIAL CORP	2.06%	80.1K	5.13M	-17.25K	-17.72%
Mar 31, 2026	TRUIST FINANCIAL CORP	1.22%	47.39K	3.03M	-802	-1.66%
Mar 31, 2026	CX INSTITUTIONAL	0.23%	8.96K	574K	7.59K	+550.91%
Mar 31, 2026	BAIRD FINANCIAL GROUP, INC.	0.22%	8.72K	558.38K	-769	-8.10%
Mar 31, 2026	MTM INVESTMENT MANAGEMENT, LLC	0.22%	8.42K	539.18K	-101	-1.19%
Mar 31, 2026	CREATIVE PLANNING	0.13%	4.84K	309.99K	-47	-0.96%
Mar 31, 2026	STRATOS WEALTH PARTNERS, LTD.	0.12%	4.52K	289.67K	15	+0.33%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.11%	4.1K	262.37K	398	+10.76%
Mar 31, 2026	BALLEW ADVISORS, INC	0.1%	3.63K	243.68K	0	0
Mar 31, 2026	OPPENHEIMER & CO INC	0.09%	3.42K	218.88K	61	+1.82%
Mar 31, 2026	TRUWEALTH ADVISORS, LLC	0.09%	3.27K	209.03K	0	0
Mar 31, 2026	CAPITAL WEALTH ALLIANCE, LLC	0.09%	3.26K	208.45K	0	0
Mar 31, 2026	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.08%	3.11K	200.57K	1	+0.03%
Mar 31, 2026	FOUNDERS FINANCIAL ALLIANCE, LLC	0.07%	2.83K	180.91K	910	+47.49%
Mar 31, 2026	FIFTH THIRD BANCORP	0.06%	2.27K	145.07K	2.27K	+100.00%
Mar 31, 2026	SOUND INCOME STRATEGIES, LLC	0.04%	1.7K	109.52K	0	0
Mar 31, 2026	IFP ADVISORS, INC	0.04%	1.63K	104.16K	-501	-23.54%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	4.31%	167.87K	10.75M	-68.34K	-28.93%
Mar 31, 2026	LPL FINANCIAL LLC	3.56%	138.85K	8.89M	-32.75K	-19.09%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	2.13%	82.96K	5.31M	-3.66K	-4.22%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	1.42%	55.36K	3.54M	5.74K	+11.56%
Mar 31, 2026	ROYAL BANK OF CANADA	0.91%	35.33K	2.26M	2.5K	+7.61%
Mar 31, 2026	SUMMIT FINANCIAL, LLC	0.3%	11.72K	750.26K	-520	-4.25%
Mar 31, 2026	NAVELLIER & ASSOCIATES INC	0.53%	20.68K	1.32M	20.68K	+100.00%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.54%	21.13K	1.35M	-436	-2.02%
Mar 31, 2026	TRADEWELL SECURITIES, LLC.	0.77%	30.01K	1.92M	3.45K	+12.99%
Mar 31, 2026	PARAGON PRIVATE WEALTH MANAGEMENT, LLC	0.89%	34.57K	2.21M	-1.16K	-3.24%
Mar 31, 2026	UBS GROUP AG	1.04%	40.63K	2.6M	-9.59K	-19.10%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	3.23%	125.88K	8.06M	-6.91K	-5.20%
Mar 31, 2026	RISK PARADIGM GROUP, LLC	0.13%	4.97K	318.37K	-2.4K	-32.59%
Mar 31, 2026	MOREY & QUINN WEALTH PARTNERS, LLC	0.13%	5.03K	321.89K	0	0
Mar 31, 2026	NEWEDGE ADVISORS, LLC	0.22%	8.52K	545.32K	-434	-4.85%
Mar 31, 2026	QUBE RESEARCH & TECHNOLOGIES LTD	0.3%	11.61K	743.4K	-614	-5.02%
Mar 31, 2026	INDEPENDENT ADVISOR ALLIANCE	0.3%	11.79K	754.7K	11.79K	+100.00%
Mar 31, 2026	JPMORGAN CHASE & CO	0.37%	14.3K	887.47K	-46.9K	-76.63%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.44%	17.26K	1.1M	-10.76K	-38.40%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.47%	18.18K	1.16M	-1.05K	-5.45%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.49%	19.03K	1.22M	1.15K	+6.43%
Mar 31, 2026	CITIGROUP INC	0.51%	19.75K	1.26M	19.55K	+9,776.50%
Mar 31, 2026	COTTONWOOD CAPITAL ADVISORS, LLC	0.57%	22.06K	1.41M	0	0
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.79%	30.77K	1.97M	-21.96K	-41.65%
Mar 31, 2026	CITADEL ADVISORS LLC	0.67%	25.93K	1.66M	6.55K	+33.76%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	0.68%	25.84K	1.65M	131	+0.51%
Mar 31, 2026	D. E. SHAW & CO., INC.	0.13%	4.86K	311.39K	0	0
Mar 31, 2026	SCHRUM PRIVATE WEALTH MANAGEMENT LLC	0.36%	14.21K	909.5K	0	0
Mar 31, 2026	STEPHENS INC /AR/	0.36%	14K	896.15K	0	0
Mar 31, 2026	PGIM CUSTOM HARVEST LLC	0.36%	13.92K	890.97K	-1.27K	-8.36%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.29%	11.21K	717K	-670	-5.64%
Dec 31, 2025	PARAGON PRIVATE WEALTH MANAGEMENT, LLC	0.82%	35.73K	2.44M	35.73K	+100.00%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	11.39%	502.24K	34.34M	6.49K	+1.31%
Dec 31, 2025	MORGAN STANLEY	9.69%	427.45K	29.22M	-101.1K	-19.13%
Dec 31, 2025	LPL FINANCIAL LLC	3.94%	171.6K	11.73M	11.46K	+7.15%
Dec 31, 2025	VIRTUE CAPITAL MANAGEMENT, LLC	2.4%	105.79K	7.3M	105.79K	+100.00%
Dec 31, 2025	STIFEL FINANCIAL CORP	2.23%	97.35K	6.66M	2.15K	+2.26%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	1.99%	86.62K	5.92M	-5.82K	-6.30%
Dec 31, 2025	JPMORGAN CHASE & CO	1.43%	61.21K	4.18M	2.87K	+4.91%
Dec 31, 2025	UBS GROUP AG	1.14%	50.23K	3.43M	-4.78K	-8.69%
Dec 31, 2025	BNP PARIBAS ARBITRAGE, SNC	1.13%	50K	3.42M	0	0
Dec 31, 2025	TRUIST FINANCIAL CORP	1.13%	48.19K	3.29M	4.39K	+10.02%
Dec 31, 2025	SOUND INCOME STRATEGIES, LLC	0.04%	1.7K	121.38K	1.7K	+100.00%
Dec 31, 2025	CORECAP ADVISORS, LLC	0.04%	1.52K	104.06K	-680	-30.88%
Dec 31, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.03%	1.48K	101.05K	-184	-11.07%
Dec 31, 2025	CX INSTITUTIONAL	0.03%	1.38K	94K	-2.17K	-61.13%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	5.41%	236.2K	16.15M	-20.04K	-7.82%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	3.01%	132.79K	9.08M	-3.02K	-2.22%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.64%	28.01K	1.92M	-14.41K	-33.97%
Dec 31, 2025	COTTONWOOD CAPITAL ADVISORS, LLC	0.52%	22.06K	1.51M	-17	-0.08%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.49%	21.57K	1.47M	61	+0.28%
Dec 31, 2025		0.13%	5.6K	382.8K	5.6K	+100.00%
Dec 31, 2025	MAI CAPITAL MANAGEMENT	0.09%	3.72K	253.97K	-1.76K	-32.12%
Dec 31, 2025	BALLEW ADVISORS, INC	0.09%	3.63K	262.34K	0	0
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.2%	8.95K	612.07K	-1.72K	-16.08%
Dec 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.22%	9.49K	648.9K	-3.68K	-27.95%
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.25%	11.03K	754.4K	0	0
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.26%	11.23K	767.98K	-619	-5.22%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.28%	11.88K	812K	-94	-0.79%
Dec 31, 2025	SUMMIT FINANCIAL, LLC	0.28%	12.24K	836.8K	-1K	-7.57%
Dec 31, 2025	TWO SIGMA INVESTMENTS, LP	0.29%	12.9K	881.97K	9.6K	+290.91%
Dec 31, 2025	CITADEL ADVISORS LLC	0.44%	19.39K	1.33M	19.39K	+100.00%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.45%	19.98K	1.37M	-473	-2.31%
Dec 31, 2025	TRADEWELL SECURITIES, LLC.	0.61%	26.56K	1.82M	1.68K	+6.77%
Dec 31, 2025	BENJAMIN EDWARDS INC	0.63%	26.91K	1.84M	447	+1.69%
Dec 31, 2025	RISK PARADIGM GROUP, LLC	0.17%	7.38K	504.37K	7.38K	+100.00%
Dec 31, 2025	RPG FAMILY WEALTH ADVISORY, LLC	0.17%	7.55K	515.92K	-2.64K	-25.94%
Dec 31, 2025	SEQUOIA FINANCIAL ADVISORS, LLC	0.19%	8.07K	551.95K	0	0
Dec 31, 2025	MTM INVESTMENT MANAGEMENT, LLC	0.2%	8.52K	582.72K	0	0
Dec 31, 2025	IRONBRIDGE PRIVATE WEALTH, LLC	1.59%	70.3K	4.8M	0	0
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.09%	3.81K	260.49K	0	0
Dec 31, 2025	MARINER, LLC	0.09%	4.03K	275.73K	4.03K	+100.00%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.1%	4.11K	290.92K	4.11K	+100.00%
Dec 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.11%	4.51K	308.32K	-98	-2.13%
Dec 31, 2025	MOREY & QUINN WEALTH PARTNERS, LLC	0.12%	5.03K	343.76K	0	0
Dec 31, 2025	LEVEL FOUR ADVISORY SERVICES, LLC	0.13%	5.58K	381.64K	-398	-6.66%
Dec 31, 2025	RETIREMENT PLANNING GROUP	0.23%	9.96K	680.99K	-183	-1.80%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.3%	12.9K	882.26K	-226	-1.72%
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.14%	6.33K	432.63K	-290	-4.38%
Dec 31, 2025	FOUNDERS FINANCIAL ALLIANCE, LLC	0.04%	1.92K	130.98K	-1.22K	-38.98%
Dec 31, 2025	IFP ADVISORS, INC	0.05%	2.13K	145.49K	-31	-1.44%
Dec 31, 2025	COMERICA BANK	0.05%	2.33K	159.1K	-67	-2.80%
Dec 31, 2025	TOPSAIL WEALTH MANAGEMENT, LLC	0.05%	2.34K	159.92K	31	+1.34%
Dec 31, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.07%	3.11K	212.68K	-202	-6.10%
Dec 31, 2025	TRUWEALTH ADVISORS, LLC	0.08%	3.27K	223.23K	0	0
Dec 31, 2025	OPPENHEIMER & CO INC	0.08%	3.36K	229.59K	-859	-20.37%
Dec 31, 2025	STEPHENS INC /AR/	0.33%	14K	957.04K	0	0
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.41%	17.88K	1.22M	145	+0.82%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.44%	19.22K	1.31M	-3.97K	-17.10%
Dec 31, 2025	ROYAL BANK OF CANADA	0.74%	32.83K	2.25M	-24.74K	-42.97%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.2%	52.73K	3.61M	41.76K	+380.70%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.13%	5.79K	395.76K	509	+9.64%
Dec 31, 2025	NILSINE PARTNERS, LLC	0.22%	9.46K	647.07K	-206	-2.13%
Dec 31, 2025	COPPELL ADVISORY SOLUTIONS LLC	0.26%	11.41K	787.06K	-18	-0.16%
Dec 31, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.28%	12.23K	835.89K	-10.8K	-46.91%
Dec 31, 2025	SCHRUM PRIVATE WEALTH MANAGEMENT LLC	0.32%	14.21K	971.29K	-300	-2.07%
Dec 31, 2025	PGIM CUSTOM HARVEST LLC	0.34%	15.19K	1.04M	-952	-5.90%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.59%	25.71K	1.76M	-12.1K	-32.00%
Dec 31, 2025	JANE STREET GROUP, LLC	0.66%	29K	1.98M	29K	+100.00%
Dec 31, 2025	IHT WEALTH MANAGEMENT, LLC	0.16%	6.95K	475.16K	9	+0.13%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	1.12%	49.62K	3.39M	-13.11K	-20.90%
Sep 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0.02%	925	63.1K	1	+0.11%
Sep 30, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.03%	1.66K	113.38K	1.66K	+100.00%
Sep 30, 2025	CWM, LLC	0.02%	994	68K	-104	-9.47%
Sep 30, 2025	CAPITAL WEALTH ALLIANCE, LLC	0.08%	3.99K	272.06K	-2.2K	-35.59%
Sep 30, 2025	OPPENHEIMER & CO INC	0.09%	4.22K	287.68K	-105	-2.43%
Sep 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.09%	4.61K	314.31K	522	+12.78%
Sep 30, 2025	STEPHENS INC /AR/	0.28%	14K	954.94K	331	+2.42%
Sep 30, 2025	UBS GROUP AG	1.11%	55K	3.75M	-4.67K	-7.82%
Sep 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.27%	13.17K	898.59K	-5.58K	-29.77%
Sep 30, 2025	SUMMIT FINANCIAL, LLC	0.27%	13.24K	903.38K	13.24K	+100.00%
Sep 30, 2025	MOREY & QUINN WEALTH PARTNERS, LLC	0.1%	5.03K	343.01K	0	0
Sep 30, 2025	BLACKROCK, INC.	0.02%	1.12K	76.54K	-78	-6.50%
Sep 30, 2025	FMR LLC	0.03%	1.47K	100.1K	446	+43.68%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.43%	21.51K	1.47M	1.15K	+5.63%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.22%	10.97K	748.31K	-34.13K	-75.68%
Sep 30, 2025	JPMORGAN CHASE & CO	1.18%	58.34K	3.98M	-650	-1.10%
Sep 30, 2025	ROYAL BANK OF CANADA	1.16%	57.57K	3.93M	16.56K	+40.39%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.86%	42.42K	2.91M	-330	-0.77%
Sep 30, 2025	NAVELLIER & ASSOCIATES INC	0.46%	22.91K	1.56M	22.91K	+100.00%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.24%	11.85K	808.55K	91	+0.77%
Sep 30, 2025	PGIM CUSTOM HARVEST LLC	0.33%	16.14K	1.1M	1.03K	+6.80%
Sep 30, 2025	SCHRUM PRIVATE WEALTH MANAGEMENT LLC	0.29%	14.51K	989.62K	0	0
Sep 30, 2025	WELLS FARGO & COMPANY/MN	9.99%	495.75K	33.82M	-160.94K	-24.51%
Sep 30, 2025	SYNOVUS FINANCIAL CORP	0.08%	3.93K	267.76K	0	0
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.08%	3.81K	259.92K	-2.93K	-43.47%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.11%	5.28K	361.66K	1.87K	+54.79%
Sep 30, 2025	MAI CAPITAL MANAGEMENT	0.11%	5.47K	373.38K	-384	-6.56%
Sep 30, 2025	LEVEL FOUR ADVISORY SERVICES, LLC	0.12%	5.98K	407.96K	36	+0.61%
Sep 30, 2025	BALLEW ADVISORS, INC	0.07%	3.63K	242.33K	0	0
Sep 30, 2025	CX INSTITUTIONAL	0.07%	3.54K	242K	464	+15.07%
Sep 30, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.07%	3.31K	214.45K	0	0
Sep 30, 2025	TRUWEALTH ADVISORS, LLC	0.07%	3.27K	222.74K	0	0
Sep 30, 2025	FOUNDERS FINANCIAL ALLIANCE, LLC	0.06%	3.14K	214.16K	849	+37.06%
Sep 30, 2025	TOPSAIL WEALTH MANAGEMENT, LLC	0.05%	2.31K	157.45K	0	0
Sep 30, 2025	CORECAP ADVISORS, LLC	0.04%	2.2K	150.22K	-892	-28.83%
Sep 30, 2025	NATURAL INVESTMENTS, LLC	0.04%	2.05K	310K	2.05K	+100.00%
Sep 30, 2025	REAP FINANCIAL GROUP, LLC	0.03%	1.62K	110.52K	23	+1.44%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	2.74%	135.8K	9.26M	-2.24K	-1.62%
Sep 30, 2025	LPL FINANCIAL LLC	3.23%	160.15K	10.93M	-67.69K	-29.71%
Sep 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.22%	11.03K	752.74K	0	0
Sep 30, 2025	COPPELL ADVISORY SOLUTIONS LLC	0.23%	11.43K	787.28K	-601	-5.00%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.24%	11.97K	817K	-143.21K	-92.29%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.41%	20.45K	1.4M	-609	-2.89%
Sep 30, 2025	IRONBRIDGE PRIVATE WEALTH, LLC	1.42%	70.3K	4.8M	70.3K	+100.00%
Sep 30, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.13%	6.24K	425.8K	-788	-11.21%
Sep 30, 2025	NILSINE PARTNERS, LLC	0.19%	9.67K	659.7K	-17.69K	-64.65%
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	1.01%	50K	3.41M	0	0
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.13%	6.62K	451.47K	3	+0.05%
Sep 30, 2025	IHT WEALTH MANAGEMENT, LLC	0.14%	6.94K	473.52K	-596	-7.91%
Sep 30, 2025	RPG FAMILY WEALTH ADVISORY, LLC	0.21%	10.19K	695.09K	-426	-4.01%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.26%	13.13K	895.72K	-198	-1.49%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.36%	17.74K	1.21M	3.93K	+28.46%
Sep 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.46%	23.03K	1.57M	-1.33K	-5.44%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.47%	23.19K	1.58M	-4.7K	-16.86%
Sep 30, 2025	TRADEWELL SECURITIES, LLC.	0.5%	24.88K	1.7M	2.28K	+10.07%
Sep 30, 2025	BENJAMIN EDWARDS INC	0.53%	26.46K	1.81M	26.46K	+100.00%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.88%	43.8K	2.99M	-1.87K	-4.09%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	1.26%	62.73K	4.28M	-17.32K	-21.64%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	1.86%	92.44K	6.31M	-4.25K	-4.39%
Sep 30, 2025	STIFEL FINANCIAL CORP	1.92%	95.19K	6.49M	11.91K	+14.31%
Sep 30, 2025	RETIREMENT PLANNING GROUP	0.2%	10.14K	691.92K	-94	-0.92%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.22%	10.67K	727.71K	-1.9K	-15.10%
Sep 30, 2025	MORGAN STANLEY	10.66%	528.55K	36.06M	31.02K	+6.24%
Sep 30, 2025	CREATIVE PLANNING	0.1%	5K	340.76K	278	+5.89%
Sep 30, 2025	SEQUOIA FINANCIAL ADVISORS, LLC	0.16%	8.07K	550.74K	0	0
Sep 30, 2025	MTM INVESTMENT MANAGEMENT, LLC	0.17%	8.52K	581.44K	-160	-1.84%
Sep 30, 2025	SNOWDEN CAPITAL ADVISORS LLC	0.08%	3.94K	268.99K	-180	-4.37%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.76%	37.8K	2.58M	-1.69K	-4.28%
Sep 30, 2025	COTTONWOOD CAPITAL ADVISORS, LLC	0.45%	22.07K	1.51M	106	+0.48%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	5.17%	256.24K	17.48M	30.13K	+13.32%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.95%	45.09K	2.86M	-2.16M	-97.95%
Jun 30, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0.76%	35.9K	2.28M	21.83K	+155.13%
Jun 30, 2025	NILSINE PARTNERS, LLC	0.58%	27.36K	1.74M	130	+0.48%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.43%	20.36K	1.29M	-72.05K	-77.97%
Jun 30, 2025	MTM INVESTMENT MANAGEMENT, LLC	0.18%	8.68K	550.85K	-639	-6.85%
Jun 30, 2025	TRADEWELL SECURITIES, LLC.	0.48%	22.6K	1.43M	1.33K	+6.23%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.31%	14.89K	944.64K	-11.73K	-44.06%
Jun 30, 2025	SCHRUM PRIVATE WEALTH MANAGEMENT LLC	0.31%	14.51K	920.28K	0	0
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.29%	13.81K	876.07K	5.36K	+63.48%
Jun 30, 2025	STEPHENS INC /AR/	0.29%	13.67K	867.03K	0	0
Jun 30, 2025	SEQUOIA FINANCIAL ADVISORS, LLC	0.17%	8.07K	512.15K	0	0
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.14%	6.74K	427.59K	-1.61K	-19.31%
Jun 30, 2025	CREATIVE PLANNING	0.1%	4.72K	299.25K	4.72K	+100.00%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.28%	13.33K	846K	-9.88K	-42.57%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.25%	11.76K	746.1K	-937	-7.38%
Jun 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.14%	6.62K	419.65K	-1.23K	-15.66%
Jun 30, 2025	CAPITAL WEALTH ALLIANCE, LLC	0.13%	6.19K	392.82K	-315	-4.84%
Jun 30, 2025	MORGAN STANLEY	10.52%	497.52K	31.56B	-523.97K	-51.29%
Jun 30, 2025	ROYAL BANK OF CANADA	0.87%	41.01K	2.6M	-100.85K	-71.09%
Jun 30, 2025	PGIM CUSTOM HARVEST LLC	0.32%	15.11K	958.64K	-240.83K	-94.10%
Jun 30, 2025	COPPELL ADVISORY SOLUTIONS LLC	0.25%	12.03K	761.8K	0	0
Jun 30, 2025	ELSER FINANCIAL PLANNING, INC	0.17%	8K	516.08K	8K	+100.00%
Jun 30, 2025	IHT WEALTH MANAGEMENT, LLC	0.16%	7.54K	478.13K	-35	-0.46%
Jun 30, 2025	LEVEL FOUR ADVISORY SERVICES, LLC	0.13%	5.94K	377.09K	-349	-5.55%
Jun 30, 2025	MAI CAPITAL MANAGEMENT	0.12%	5.86K	371.59K	-1.06K	-15.30%
Jun 30, 2025	TWO SIGMA SECURITIES, LLC	0.09%	4.18K	265.12K	-7.61K	-64.55%
Jun 30, 2025	SNOWDEN CAPITAL ADVISORS LLC	0.09%	4.12K	261.56K	-877	-17.54%
Jun 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.09%	4.09K	259.21K	3	+0.07%
Jun 30, 2025	NATIXIS	0.08%	3.94K	248.89K	-319	-7.50%
Jun 30, 2025	SYNOVUS FINANCIAL CORP	0.08%	3.93K	249K	0	0
Jun 30, 2025	QUADRATURE CAPITAL LTD	0.08%	3.87K	245.35K	3.87K	+100.00%
Jun 30, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.08%	3.78K	239.8K	-1.16K	-23.50%
Jun 30, 2025	BALLEW ADVISORS, INC	0.08%	3.63K	238.15K	3.63K	+100.00%
Jun 30, 2025	STONEX GROUP INC.	0.07%	3.42K	216.65K	3.42K	+100.00%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.07%	3.41K	216K	969	+39.68%
Jun 30, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.07%	3.31K	210.17K	3.31K	+100.00%
Jun 30, 2025	TRUWEALTH ADVISORS, LLC	0.07%	3.27K	207.13K	3.27K	+100.00%
Jun 30, 2025	CORECAP ADVISORS, LLC	0.07%	3.09K	196.28K	-159	-4.89%
Jun 30, 2025	CX INSTITUTIONAL	0.07%	3.08K	195K	-27.27K	-89.85%
Jun 30, 2025	FOUNDERS FINANCIAL ALLIANCE, LLC	0.05%	2.29K	145.37K	-759	-24.89%
Jun 30, 2025		0.11%	5.03K	318.98K	0	0
Jun 30, 2025	PARAGON PRIVATE WEALTH MANAGEMENT, LLC	0.85%	40.02K	2.54M	-11.87K	-22.87%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.59%	27.89K	1.77M	-46.07K	-62.29%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.27%	12.56K	797.03K	-12.53K	-49.94%
Jun 30, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.15%	7.03K	445.98K	-1.1K	-13.49%
Jun 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.51%	24.36K	1.55M	-3.59K	-12.84%
Jun 30, 2025	COTTONWOOD CAPITAL ADVISORS, LLC	0.46%	21.97K	1.39M	-69	-0.31%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.45%	21.06K	1.34M	-9.38K	-30.81%
Jun 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.4%	18.76K	1.19M	-10.43K	-35.73%
Jun 30, 2025	FLOW TRADERS U.S. LLC	0.33%	15.76K	1M	-16.81K	-51.61%
Jun 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.23%	11.03K	700K	-3	-0.03%
Jun 30, 2025	OPPENHEIMER & CO INC	0.09%	4.32K	274.19K	-41	-0.94%
Jun 30, 2025	RPG FAMILY WEALTH ADVISORY, LLC	0.22%	10.62K	673.42K	-150	-1.39%
Jun 30, 2025	RETIREMENT PLANNING GROUP	0.22%	10.24K	649.43K	6.37K	+164.86%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	4.78%	226.11K	14.34M	-244.93K	-52.00%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	13.88%	656.69K	41.66M	-418.11K	-38.90%
Jun 30, 2025	LPL FINANCIAL LLC	4.82%	227.83K	14.45M	-54.45K	-19.29%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	3.28%	155.18K	9.84M	128.15K	+474.26%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	2.92%	138.05K	8.76M	-90.98K	-39.72%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	1.69%	80.05K	5.08B	-8.52K	-9.62%
Jun 30, 2025	CITADEL ADVISORS LLC	0.79%	37.51K	2.38B	-20.01K	-34.78%
Jun 30, 2025	D. E. SHAW & CO., INC.	0.19%	9.11K	577.94M	-559	-5.78%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	2.04%	96.68K	6.13M	-19.26K	-16.61%
Jun 30, 2025	STIFEL FINANCIAL CORP	1.76%	83.28K	5.28M	-31.68K	-27.56%
Jun 30, 2025	UBS GROUP AG	1.26%	59.67K	3.79M	-47.78K	-44.47%
Jun 30, 2025	JPMORGAN CHASE & CO	1.25%	58.99K	3.74M	37.29K	+171.82%
Jun 30, 2025	BNP PARIBAS ARBITRAGE, SNC	1.06%	50K	3.17M	50K	+100.00%
Jun 30, 2025	TRUIST FINANCIAL CORP	0.97%	45.67K	2.9M	-128.78K	-73.82%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.9%	42.75K	2.71M	4.34K	+11.30%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.83%	39.5K	2.51M	-27.14K	-40.73%
Jun 30, 2025	MOREY & QUINN WEALTH PARTNERS, LLC	0.11%	5.03K	318.98K	0	0
Mar 31, 2025	TWO SIGMA SECURITIES, LLC	0.22%	11.79K	682.41K	11.79K	+100.00%
Mar 31, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0.27%	14.07K	814.57K	11.61K	+471.76%
Mar 31, 2025	SPIRE WEALTH MANAGEMENT	0.23%	12.33K	713.78K	0	0
Mar 31, 2025	CWM, LLC	1.1%	58.39K	3.38M	-5.48K	-8.58%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	1.26%	66.63K	3.9M	-83.98K	-55.76%
Mar 31, 2025	UBS GROUP AG	2.03%	107.46K	6.22M	-25.38K	-19.11%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.51%	27.02K	1.56M	-6.93K	-20.40%
Mar 31, 2025	NILSINE PARTNERS, LLC	0.51%	27.23K	1.58M	-241.35K	-89.86%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.24%	12.7K	735.08K	-928	-6.81%
Mar 31, 2025	SCHRUM PRIVATE WEALTH MANAGEMENT LLC	0.27%	14.51K	839.76K	0	0
Mar 31, 2025	JPMORGAN CHASE & CO	0.41%	21.7K	1.26M	-9.89K	-31.30%
Mar 31, 2025	COTTONWOOD CAPITAL ADVISORS, LLC	0.42%	22.04K	1.28M	-70	-0.32%
Mar 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.55%	29.18K	1.69M	-66.8K	-69.60%
Mar 31, 2025	CYNDEO WEALTH PARTNERS, LLC	0.56%	29.71K	1.72M	909	+3.16%
Mar 31, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.53%	27.94K	1.62M	27.94K	+100.00%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.57%	30.44K	1.76M	312	+1.04%
Mar 31, 2025	STEPHENS INC /AR/	0.26%	13.67K	791.18K	-83	-0.60%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.44%	23.21K	1.34M	9.58K	+70.27%
Mar 31, 2025	GTS SECURITIES LLC	0.73%	38.56K	2.23M	38.56K	+100.00%
Mar 31, 2025	BENJAMIN EDWARDS INC	0.91%	48.17K	2.79M	-129.25K	-72.85%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.74%	92.41K	5.35M	31.36K	+51.38%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	2.19%	115.94K	6.71M	-65K	-35.92%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.72%	38.41K	2.22M	-3.69K	-8.75%
Mar 31, 2025	LPL FINANCIAL LLC	5.33%	282.28K	16.34M	-63.5K	-18.36%
Mar 31, 2025	FLOW TRADERS U.S. LLC	0.61%	32.57K	1.89M	32.57K	+100.00%
Mar 31, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.72%	38.05K	2.2M	-25.92K	-40.52%
Mar 31, 2025	HRT FINANCIAL LP	0.77%	40.64K	2.35M	40.64K	+100.00%
Mar 31, 2025	VESTMARK ADVISORY SOLUTIONS, INC.	1.73%	91.78K	5.31M	-8.33K	-8.32%
Mar 31, 2025	STIFEL FINANCIAL CORP	2.17%	114.96K	6.66M	-10.05K	-8.04%
Mar 31, 2025	ROYAL BANK OF CANADA	2.68%	141.86K	8.21M	32.47K	+29.68%
Mar 31, 2025	CITIGROUP INC	3.28%	173.72K	10.06M	173.52K	+86,760.50%
Mar 31, 2025	TRUIST FINANCIAL CORP	3.29%	174.45K	10.1M	5.49K	+3.25%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	4.32%	229.02K	13.26M	-86.09K	-27.32%
Mar 31, 2025	PGIM CUSTOM HARVEST LLC	4.83%	255.94K	14.82M	248.47K	+3,325.32%
Mar 31, 2025	MILLENNIUM MANAGEMENT LLC	6.67%	353.2K	20.45M	353.2K	+100.00%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	8.89%	471.04K	27.27M	-156.66K	-24.96%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	20.28%	1.07M	62.22M	-692.9K	-39.20%
Mar 31, 2025	CITADEL ADVISORS LLC	1.09%	57.52K	3.33M	54.13K	+1,598.23%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	1.67%	88.58K	5.13M	38.95K	+78.50%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.4%	73.96K	4.28M	-4.83K	-6.13%
Mar 31, 2025	COPPELL ADVISORY SOLUTIONS LLC	0.23%	12.03K	682.53K	-13.27K	-52.45%
Mar 31, 2025		0.4%	21.28K	1.23M	1.55K	+7.84%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.47%	25.1K	1.45M	-300.45K	-92.29%
Mar 31, 2025	CX INSTITUTIONAL	0.57%	30.35K	1.76M	30.35K	+100.00%
Mar 31, 2025	WCG WEALTH ADVISORS LLC	1.83%	96.9K	5.61M	-20.51K	-17.47%
Mar 31, 2025	MORGAN STANLEY	19.28%	1.02M	59.13M	-513.01K	-33.43%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	41.58%	2.2M	127.54M	2.19M	+13,870.46%
Mar 31, 2025	PARAGON PRIVATE WEALTH MANAGEMENT, LLC	0.98%	51.89K	3M	-12.15K	-18.97%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.5%	26.62K	1.54M	-193	-0.72%
Mar 31, 2025	APEIRON RIA LLC	0.32%	17K	984.17K	1.59K	+10.32%
Mar 31, 2024	SPIRE WEALTH MANAGEMENT	0.05%	12.33K	795.74K	0	0
Mar 31, 2024	MML INVESTORS SERVICES, LLC	0.05%	12.58K	812K	-266	-2.07%
Mar 31, 2024	CETERA ADVISORS LLC	0.05%	12.72K	821.18K	2.55K	+25.04%
Mar 31, 2024	APEIRON RIA LLC	0.05%	12.87K	830.27K	-527	-3.94%
Mar 31, 2024	HARMONY ASSET MANAGEMENT LLC	0.05%	13.36K	862.22K	-64	-0.48%
Mar 31, 2024	SCHRUM PRIVATE WEALTH MANAGEMENT LLC	0.05%	14.51K	936.14K	501	+3.58%
Mar 31, 2024	FIRST TRUST ADVISORS LP	44.72%	12.19M	786.83M	238.01K	+1.99%
Mar 31, 2024	UBS GROUP AG	0.5%	137.37K	8.87M	-77.58K	-36.09%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	1.32%	359.96K	23.23M	54.82K	+17.97%
Mar 31, 2024	MORGAN STANLEY	6.1%	1.66M	107.28M	115.52K	+7.47%
Mar 31, 2024	CYNDEO WEALTH PARTNERS, LLC	0.17%	40.55K	2.62M	-11.58K	-22.22%
Mar 31, 2024	HFG ADVISORS, INC.	0.06%	15.05K	971.23K	41	+0.27%
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	0.06%	15.72K	1.01M	-1.98K	-11.18%
Mar 31, 2024	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.16%	38.48K	2.48M	-1.95K	-4.83%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.16%	43.16K	2.79M	-803	-1.83%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.16%	43.89K	2.83M	4.78K	+12.23%
Mar 31, 2024	TRIAGEN WEALTH MANAGEMENT LLC	0.16%	39.45K	2.55M	1.19K	+3.10%
Mar 31, 2024	BENJAMIN F. EDWARDS & COMPANY, INC.	0.79%	191.22K	12.34M	1.45K	+0.76%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.8%	217.27K	14.01M	-22.66K	-9.44%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.94%	255.07K	16.46M	23.33K	+10.07%
Mar 31, 2024	NILSINE PARTNERS, LLC	0.98%	238.24K	15.37M	110.84K	+87.01%
Mar 31, 2024	NEWEDGE ADVISORS, LLC	1.13%	275.69K	17.79M	13.72K	+5.24%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	1.14%	310.44K	20.03M	76.45K	+32.67%
Mar 31, 2024	NEWSQUARE CAPITAL LLC	1.3%	315.12K	20.34M	69.71K	+28.40%
Mar 31, 2024	O'DELL GROUP, LLC	1.31%	318.28K	20.54M	1.09K	+0.34%
Mar 31, 2024	LPL FINANCIAL LLC	1.44%	392.35K	25.32M	4.19K	+1.08%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	1.87%	509.7K	32.89M	-60.47K	-10.61%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	6.37%	1.74M	112.02M	146.89K	+9.25%
Mar 31, 2024	TRUST CO OF OKLAHOMA	0.07%	16.81K	1.08M	7.9K	+88.62%
Mar 31, 2024	CAPITAL WEALTH ALLIANCE, LLC	0.07%	17.21K	1.11M	129	+0.76%
Mar 31, 2024	STONEX GROUP INC.	0.09%	20.75K	1.34M	1.61K	+8.41%
Mar 31, 2024	COTTONWOOD CAPITAL ADVISORS, LLC	0.1%	25.03K	1.48M	-689	-2.68%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.11%	29.69K	1.92M	333	+1.13%
Mar 31, 2024	JPMORGAN CHASE & CO	0.11%	30.2K	1.95M	-512	-1.67%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.11%	30.96K	2M	1.29K	+4.35%
Mar 31, 2024	COPPELL ADVISORY SOLUTIONS CORP.	0.17%	40.6K	2.62M	40.6K	+100.00%
Mar 31, 2024	TRANSAMERICA FINANCIAL ADVISORS, INC.	0.17%	42.12K	2.72M	14.93K	+54.89%
Mar 31, 2024	BNP PARIBAS ARBITRAGE, SNC	0.21%	50K	3.23M	0	0
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.21%	56.31K	3.63M	-12.56K	-18.24%
Mar 31, 2024	NAVELLIER & ASSOCIATES INC	0.24%	57.82K	3.73M	-5.66K	-8.91%
Mar 31, 2024	MONUMENT CAPITAL MANAGEMENT	0.25%	60.06K	3.88M	48.92K	+439.20%
Mar 31, 2024	PARAGON PRIVATE WEALTH MANAGEMENT, LLC	0.26%	62.83K	4.06M	2.47K	+4.10%
Mar 31, 2024	D.A. DAVIDSON & CO.	0.34%	93.56K	6.04M	60.92K	+186.67%
Mar 31, 2024	CWM, LLC	0.35%	84.93K	5.48M	-38.36K	-31.12%
Mar 31, 2024	GATEWAY ADVISORY, LLC	0.4%	96.92K	6.26M	3.21K	+3.42%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.4%	97.68K	6.3M	97.68K	+100.00%
Mar 31, 2024	VESTMARK ADVISORY SOLUTIONS, INC.	0.41%	98.93K	6.38M	3.3K	+3.46%
Mar 31, 2024	ROYAL BANK OF CANADA	0.42%	114.17K	7.37M	-320	-0.28%
Mar 31, 2024	BAIRD FINANCIAL GROUP, INC.	0.46%	112.38K	7.25M	12.63K	+12.66%
Mar 31, 2024	WCG WEALTH ADVISORS LLC	0.49%	119.09K	7.69M	-41.66K	-25.91%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.53%	144.28K	9.31M	18.76K	+14.95%
Mar 31, 2024	TRUIST FINANCIAL CORP	0.64%	155.55K	10.04M	-8.97K	-5.45%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.12%	29.43K	1.9M	11.67K	+65.75%
Mar 31, 2024	DAVENPORT & CO LLC	0.13%	30.46K	1.97M	2.22K	+7.87%
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0.74%	201.16K	12.98M	9.64K	+5.04%
Mar 31, 2024	ADVISORY SERVICES NETWORK, LLC	0.89%	216.04K	13.94M	15.96K	+7.97%
Mar 31, 2024	KESTRA PRIVATE WEALTH SERVICES, LLC	0.04%	9.76K	629.81K	-739	-7.04%
Mar 31, 2024	QUBE RESEARCH & TECHNOLOGIES LTD	0.04%	10.17K	656.41K	-519	-4.86%
Mar 31, 2024	MINICHMACGREGOR WEALTH MANAGEMENT, LLC	0.04%	11.02K	706.46K	-1.11K	-9.14%
Mar 31, 2024	SIGNALPOINT ASSET MANAGEMENT, LLC	0.04%	11.13K	717.98K	-20	-0.18%
Dec 31, 2023	JANNEY MONTGOMERY SCOTT LLC	0.81%	191.51K	11.3M	-5.02K	-2.56%
Dec 31, 2023	ADVISORY SERVICES NETWORK, LLC	0.85%	200.09K	11.8M	13.46K	+7.21%
Dec 31, 2023	UBS GROUP AG	0.91%	214.95K	12.68M	110.46K	+105.72%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.98%	231.74K	13.67M	-46.29K	-16.65%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.99%	233.99K	13.8M	-127.68K	-35.30%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	1.01%	239.93K	14.15M	11.82K	+5.18%
Dec 31, 2023	NEWSQUARE CAPITAL LLC	1.04%	245.41K	14.47M	-105.56K	-30.08%
Dec 31, 2023	NEWEDGE ADVISORS, LLC	1.11%	261.97K	15.39M	-4.11K	-1.54%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	1.29%	305.14K	18M	-48.76K	-13.78%
Dec 31, 2023	O'DELL GROUP, LLC	1.34%	317.2K	18.71M	-2.09K	-0.65%
Dec 31, 2023	LPL FINANCIAL LLC	1.64%	388.17K	22.89M	94.77K	+32.30%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	2.41%	570.16K	33.63M	-60.51K	-9.59%
Dec 31, 2023	MORGAN STANLEY	6.53%	1.55M	91.23M	-210.83K	-11.99%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	6.71%	1.59M	93.71M	-97.56K	-5.79%
Dec 31, 2023	FIRST TRUST ADVISORS LP	50.5%	11.95M	705.04M	-1.51M	-11.20%
Dec 31, 2023	BENJAMIN F. EDWARDS & COMPANY, INC.	0.8%	189.78K	11.19M	-10.31K	-5.15%
Dec 31, 2023	TRUIST FINANCIAL CORP	0.7%	164.53K	9.7M	-97.23K	-37.15%
Dec 31, 2023	WCG WEALTH ADVISORS LLC	0.68%	160.75K	9.48M	-25.94K	-13.89%
Dec 31, 2023	AE WEALTH MANAGEMENT LLC	0.07%	16.85K	981.27K	-80.83K	-82.75%
Dec 31, 2023	CAPITAL WEALTH ALLIANCE, LLC	0.07%	17.09K	1.01M	2.52K	+17.29%
Dec 31, 2023	PRIVATE ADVISOR GROUP, LLC	0.07%	17.7K	1.04M	-984	-5.27%
Dec 31, 2023	CETERA INVESTMENT ADVISERS	0.08%	17.76K	1.05M	-3.46K	-16.30%
Dec 31, 2023	STONEX GROUP INC.	0.08%	19.14K	1.13M	1.78K	+10.27%
Dec 31, 2023	TOWER RESEARCH CAPITAL LLC (TRC)	0.08%	19.71K	1.16M	-11.05K	-35.93%
Dec 31, 2023	COTTONWOOD CAPITAL ADVISORS, LLC	0.11%	25.72K	1.52M	-513	-1.96%
Dec 31, 2023	TRANSAMERICA FINANCIAL ADVISORS, INC.	0.11%	27.2K	1.6M	-20.24K	-42.67%
Dec 31, 2023	DAVENPORT & CO LLC	0.12%	28.24K	1.67M	1.04K	+3.82%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.12%	29.36K	1.73M	-84.78K	-74.28%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.13%	29.67K	1.75M	-935	-3.06%
Dec 31, 2023	JPMORGAN CHASE & CO	0.13%	30.71K	1.81M	1.32K	+4.48%
Dec 31, 2023	COPPELL ADVISORY SOLUTIONS LLC	0.13%	31.52K	1.86M	31.16K	+8,853.41%
Dec 31, 2023	JANE STREET GROUP, LLC	0.14%	31.98K	1.89M	11.14K	+53.45%
Dec 31, 2023	D.A. DAVIDSON & CO.	0.14%	32.64K	1.92M	474	+1.47%
Dec 31, 2023	MERIT FINANCIAL GROUP, LLC	0.15%	35.05K	2.07M	-15.11K	-30.12%
Dec 31, 2023	TRIAGEN WEALTH MANAGEMENT LLC	0.16%	38.26K	2.26M	-628	-1.61%
Dec 31, 2023	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.17%	40.43K	2.38M	-1.75K	-4.16%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.19%	43.96K	2.59M	-28.34K	-39.20%
Dec 31, 2023	BNP PARIBAS ARBITRAGE, SNC	0.21%	50K	2.95M	0	0
Dec 31, 2023	CYNDEO WEALTH PARTNERS, LLC	0.22%	52.13K	3.07M	-70.16K	-57.37%
Dec 31, 2023	PARAGON PRIVATE WEALTH MANAGEMENT, LLC	0.26%	60.36K	3.56M	907	+1.53%
Dec 31, 2023	NAVELLIER & ASSOCIATES INC	0.27%	63.48K	3.74M	63.48K	+100.00%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.29%	68.87K	4.06M	-105.93K	-60.60%
Dec 31, 2023	GATEWAY ADVISORY, LLC	0.4%	93.72K	5.53M	93.72K	+100.00%
Dec 31, 2023	VESTMARK ADVISORY SOLUTIONS, INC.	0.4%	95.62K	5.64M	3.96K	+4.32%
Dec 31, 2023	BAIRD FINANCIAL GROUP, INC.	0.42%	99.75K	5.88M	-47.97K	-32.48%
Dec 31, 2023	VIRTUE CAPITAL MANAGEMENT, LLC	0.45%	106.98K	6.09M	-73.34K	-40.67%
Dec 31, 2023	ROYAL BANK OF CANADA	0.48%	114.49K	6.75M	-11.15K	-8.88%
Dec 31, 2023	CWM, LLC	0.52%	123.29K	7.27M	-43.47K	-26.07%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.53%	125.52K	7.4M	-10.46K	-7.69%
Dec 31, 2023	NILSINE PARTNERS, LLC	0.54%	127.4K	7.51M	-17.3K	-11.96%

FXD Stock Ownership Breakdown

First Trust Consumer Discretionary AlphaDEX Fund

Stock Outstanding Shares

Institutional Ownership

Frequently Asked Questions