$49.04

-0.03 (-0.06%)

Weekly Expected Move ±0.4%

$49 $49 $49 $49 $49

ETF AMEX · AUM $260.9M

Overview Chart Holdings Changes Technicals Analysis Peers Institutions Dark Pool Short Interest Dividends Weather

Institutional Ownership — FLTB

Institutional Holders

+11 vs prior quarter

0.0%

Ownership

+0.00pp

253M

Total Invested

New Positions

Increased

Reduced

Closed

0.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (104 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	BANK OF AMERICA CORP /DE	923,052	$45M	+79,891	+9.5%	15Q	SEC ↗
2	ENVESTNET ASSET MANAGEMENT INC	446,264	$22M	+72,542	+19.4%	23Q	SEC ↗
3	UBS Group AG	430,243	$21M	-21,066	-4.7%	34Q	SEC ↗
4	COMMONWEALTH EQUITY SERVICES, LLC	367,410	$18M	+39,037	+11.9%	35Q	SEC ↗
5	MORGAN STANLEY	332,980	$16M	+248	+0.1%	45Q	SEC ↗
6	LPL Financial LLC	219,258	$11M	-78,577	-26.4%	32Q	SEC ↗
7	Holos Integrated Wealth LLC	198,581	$10M	+35,118	+21.5%	6Q	SEC ↗
8	OSAIC HOLDINGS, INC.	163,458	$8M	+83,100	+103.4%	26Q	SEC ↗
9	ROYAL BANK OF CANADA	129,638	$6M	+4,982	+4.0%	28Q	SEC ↗
10	RAYMOND JAMES FINANCIAL INC	114,487	$6M	+100,716	+731.4%	7Q	SEC ↗
11	Kestra Advisory Services, LLC	106,845	$5M	+24,426	+29.6%	5Q	SEC ↗
12	Regal Investment Advisors LLC	94,389	$5M	+6,810	+7.8%	10Q	SEC ↗
13	Sanctuary Advisors, LLC	81,803	$4M	+10,090	+14.1%	5Q	SEC ↗
14	Cambridge Investment Research Advisors	80,246	$4M	-56,751	-41.4%	11Q	SEC ↗
15	Salus Financial Advisors, LLC	79,432	$4M	+5,975	+8.1%	7Q	SEC ↗
16	JONES FINANCIAL COMPANIES LLLP	75,274	$4M	+21,693	+40.5%	9Q	SEC ↗
17	Savant Capital, LLC	66,480	$3M	+10,480	+18.7%	8Q	SEC ↗
18	Cetera Investment Advisers	64,186	$3M	+4,195	+7.0%	5Q	SEC ↗
19	Merkkuri Wealth Advisors LLC NEW	60,605	$3M	—	+0.0%	1Q	SEC ↗
20	OLD MISSION CAPITAL LLC NEW	55,133	$3M	—	+0.0%	1Q	SEC ↗
21	KESTRA PRIVATE WEALTH SERVICES, LLC	53,614	$3M	+17,838	+49.9%	14Q	SEC ↗
22	Fidelis Wealth Advisors LLC NEW	49,910	$2M	—	+0.0%	1Q	SEC ↗
23	Focus Partners Wealth	45,572	$2M	+27,949	+158.6%	8Q	SEC ↗
24	Koshinski Asset Management, Inc.	43,768	$2M	+10,982	+33.5%	16Q	SEC ↗
25	B. Riley Wealth Advisors, Inc.	42,931	$2M	+5,823	+15.7%	6Q	SEC ↗
26	Advisor OS, LLC	41,362	$2M	+17,506	+73.4%	13Q	SEC ↗
27	ISLAY CAPITAL MANAGEMENT, LLC	38,753	$2M	+3,155	+8.9%	27Q	SEC ↗
28	Grey Ledge Advisors, LLC	37,731	$2M	+1,397	+3.8%	19Q	SEC ↗
29	MML INVESTORS SERVICES, LLC	36,491	$2M	+6,451	+21.5%	9Q	SEC ↗
30	Great Lakes Retirement, Inc.	34,745	$2M	+2,039	+6.2%	9Q	SEC ↗
31	Clearwave Capital, LLC	32,240	$2M	+3,124	+10.7%	3Q	SEC ↗
32	Waverly Advisors, LLC NEW	29,800	$1M	—	+0.0%	1Q	SEC ↗
33	GOLDMAN SACHS GROUP INC NEW	29,684	$1M	—	+0.0%	1Q	SEC ↗
34	Equitable Holdings, Inc.	28,507	$1M	-2,897	-9.2%	6Q	SEC ↗
35	JPMORGAN CHASE & CO	25,304	$1M	+872	+3.6%	9Q	SEC ↗
36	CITADEL ADVISORS LLC NEW	25,285	$1M	—	+0.0%	1Q	SEC ↗
37	WEALTH ENHANCEMENT ADVISORY SERVICES,	23,660	$1M	+860	+3.8%	8Q	SEC ↗
38	Focus Partners Advisor Solutions, LLC	22,959	$1M	+44	+0.2%	6Q	SEC ↗
39	Lakeridge Wealth Management LLC	21,293	$1M	+3,109	+17.1%	6Q	SEC ↗
40	Centurion Wealth Management LLC	17,956	$881K	-1,673	-8.5%	4Q	SEC ↗
41	Vestmark Advisory Solutions, Inc.	17,152	$841K	-2,073	-10.8%	15Q	SEC ↗
42	NORRIS PERNE & FRENCH LLP/MI	16,978	$833K	+1,882	+12.5%	22Q	SEC ↗
43	Farther Finance Advisors, LLC	16,913	$829K	-29	-0.2%	3Q	SEC ↗
44	RESOLUTE CAPITAL, LLC	16,576	$813K	+3,979	+31.6%	3Q	SEC ↗
45	Hoxton Planning & Management, LLC	16,260	$797K	+139	+0.9%	2Q	SEC ↗
46	Core Wealth Advisors, Inc. NEW	13,254	$650K	—	+0.0%	1Q	SEC ↗
47	ALONGSIDE, LLC NEW	12,331	$605K	—	+0.0%	1Q	SEC ↗
48	49 WEALTH MANAGEMENT, LLC NEW	12,331	$605K	—	+0.0%	1Q	SEC ↗
49	Soltis Investment Advisors LLC	12,256	$601K	—	+0.0%	27Q	SEC ↗
50	CAHILL FINANCIAL ADVISORS INC	11,181	$548K	+56	+0.5%	6Q	SEC ↗

Recent Activity

New Positions (19)

Holder	Shares	Value
Merkkuri Wealth Advisors LLC	60,605	$3M
OLD MISSION CAPITAL LLC	55,133	$3M
Fidelis Wealth Advisors LLC	49,910	$2M
Waverly Advisors, LLC	29,800	$1M
GOLDMAN SACHS GROUP INC	29,684	$1M
CITADEL ADVISORS LLC	25,285	$1M
Core Wealth Advisors, Inc.	13,254	$650K
49 WEALTH MANAGEMENT, LLC	12,331	$605K
ALONGSIDE, LLC	12,331	$605K
PRIMORIS WEALTH ADVISORS, LLC	11,000	$539K
NATIXIS ADVISORS, LLC	10,179	$499K
Indivisible Partners	7,011	$344K
COFG Advisors, LLC	5,712	$280K
Merit Financial Group, LLC	5,705	$280K
Copper Harbor Investment Advisors,	4,884	$240K
Integrated Wealth Concepts LLC	1,482	$73K
Geneos Wealth Management Inc.	1,000	$49K
Global Retirement Partners, LLC	606	$30K
NORTHWESTERN MUTUAL WEALTH MANAGEME	10	$0K

Sold Out (16)

Holder	Prev Shares	Prev Value
JANE STREET GROUP, LLC	53,679	$3M
Elevation Capital Advisory, LLC	25,659	$1M
Sigma Planning Corp	9,075	$445K
Apollon Wealth Management, LLC	8,014	$393K
Westview Management dba Westview In	7,879	$386K
FLOW TRADERS U.S. LLC	5,384	$264K
Independent Advisor Alliance	5,256	$258K
BENJAMIN EDWARDS INC	5,118	$251K
STIFEL FINANCIAL CORP	4,485	$220K
Compass Ion Advisors, LLC	3,980	$195K
Clarity Asset Management, Inc.	3,747	$184K
FLAGSHIP HARBOR ADVISORS, LLC	2,260	$111K
Root Financial Partners, LLC	1,362	$67K
Garton & Associates Financial Advis	789	$39K
Rossby Financial, LCC	115	$6K
Advisory Services Network, LLC	20	$1K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
RAYMOND JAMES FINANCIAL INC	+100,716	+731.4%	114,487
OSAIC HOLDINGS, INC.	+83,100	+103.4%	163,458
BANK OF AMERICA CORP /DE	+79,891	+9.5%	923,052
ENVESTNET ASSET MANAGEMENT INC	+72,542	+19.4%	446,264
COMMONWEALTH EQUITY SERVICES, LLC	+39,037	+11.9%	367,410
Holos Integrated Wealth LLC	+35,118	+21.5%	198,581
Focus Partners Wealth	+27,949	+158.6%	45,572
Kestra Advisory Services, LLC	+24,426	+29.6%	106,845
JONES FINANCIAL COMPANIES LLLP	+21,693	+40.5%	75,274
KESTRA PRIVATE WEALTH SERVICES, LLC	+17,838	+49.9%	53,614
Advisor OS, LLC	+17,506	+73.4%	41,362
Koshinski Asset Management, Inc.	+10,982	+33.5%	43,768
Savant Capital, LLC	+10,480	+18.7%	66,480
Sanctuary Advisors, LLC	+10,090	+14.1%	81,803
PNC Financial Services Group, Inc.	+6,941	+3436.1%	7,143
Regal Investment Advisors LLC	+6,810	+7.8%	94,389
MML INVESTORS SERVICES, LLC	+6,451	+21.5%	36,491
Salus Financial Advisors, LLC	+5,975	+8.1%	79,432
B. Riley Wealth Advisors, Inc.	+5,823	+15.7%	42,931
ROYAL BANK OF CANADA	+4,982	+4.0%	129,638

Biggest Decreases (13)

Holder	Reduced	Change %	Total Shares
LPL Financial LLC	-78,577	-26.4%	219,258
Cambridge Investment Research Advis	-56,751	-41.4%	80,246
ASSETMARK, INC	-51,733	-98.3%	892
UBS Group AG	-21,066	-4.7%	430,243
IFP Advisors, Inc	-6,384	-70.8%	2,638
Equitable Holdings, Inc.	-2,897	-9.2%	28,507
Vestmark Advisory Solutions, Inc.	-2,073	-10.8%	17,152
Centurion Wealth Management LLC	-1,673	-8.5%	17,956
Opus Financial Solutions LLC	-1,431	-17.4%	6,807
FMR LLC	-1,385	-22.5%	4,764
McGlone Suttner Wealth Management,	-170	-1.7%	9,719
SOUTHERN CAPITAL ADVISORS, LLC	-110	-2.5%	4,213
Farther Finance Advisors, LLC	-29	-0.2%	16,913

FLTB Institutional Ownership

Institutional Ownership — FLTB

Ownership Trends

Top Institutional Holders (104 total)

Recent Activity

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