$19.75

-0.06 (-0.30%)

Weekly Expected Move ±0.9%

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ETF AMEX · AUM $2.5B

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

Institutional Ownership — FTCB

215

Institutional Holders

+9 vs prior quarter

0.0%

Ownership

+0.00pp

Total Invested

New Positions

123

Increased

Reduced

Closed

0.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (224 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	LPL Financial LLC	17,077,917	337M	+2,015,812	+13.4%	7Q	SEC ↗
2	MORGAN STANLEY	7,496,453	148M	+521,528	+7.5%	7Q	SEC ↗
3	ENVESTNET ASSET MANAGEMENT INC	5,042,795	100M	-90,212	-1.8%	7Q	SEC ↗
4	LVZ, Inc.	3,242,759	64M	+2,324	+0.1%	7Q	SEC ↗
5	Cetera Investment Advisers	3,042,593	60M	+291,625	+10.6%	7Q	SEC ↗
6	Bouchey Financial Group, Ltd.	2,928,857	58M	+1,040,581	+55.1%	2Q	SEC ↗
7	HARBOUR INVESTMENTS, INC.	2,873,314	57M	+98,941	+3.6%	10Q	SEC ↗
8	STIFEL FINANCIAL CORP	2,676,194	53M	+239,531	+9.8%	6Q	SEC ↗
9	KINTRA WEALTH, LLC	2,224,625	44M	+1,232,810	+124.3%	3Q	SEC ↗
10	RAYMOND JAMES FINANCIAL INC	2,169,661	43M	+2,112,476	+3694.1%	4Q	SEC ↗
11	STEPHENS INC /AR	2,004,030	40M	+4,500	+0.2%	6Q	SEC ↗
12	Kestra Advisory Services, LLC	1,731,816	34M	+71,346	+4.3%	7Q	SEC ↗
13	&PARTNERS	1,713,166	34M	+215,595	+14.4%	6Q	SEC ↗
14	ROYAL BANK OF CANADA	1,537,298	30M	+971,066	+171.5%	6Q	SEC ↗
15	Cambridge Investment Research Advisors	1,525,720	30M	+53,563	+3.6%	11Q	SEC ↗
16	OSAIC HOLDINGS, INC.	1,507,578	30M	+292,546	+24.1%	11Q	SEC ↗
17	Seascape Capital Management	1,473,238	29M	+58,458	+4.1%	6Q	SEC ↗
18	Centennial Wealth Advisory LLC	1,418,530	28M	+330,390	+30.4%	8Q	SEC ↗
19	FIRST TRUST ADVISORS LP	1,390,006	27M	+156,918	+12.7%	7Q	SEC ↗
20	Cyndeo Wealth Partners, LLC	1,239,068	24M	+34,249	+2.8%	7Q	SEC ↗
21	BENJAMIN EDWARDS INC	1,237,110	24M	+94,134	+8.2%	8Q	SEC ↗
22	Pine Valley Investments Ltd Liability	1,204,179	24M	+44,581	+3.8%	6Q	SEC ↗
23	Janney Montgomery Scott LLC	1,153,269	23M	+196,617	+20.6%	6Q	SEC ↗
24	Private Advisor Group, LLC	1,133,034	22M	+72,947	+6.9%	6Q	SEC ↗
25	First Heartland Consultants, Inc.	991,947	20M	+32,759	+3.4%	5Q	SEC ↗
26	Prospera Financial Services Inc	954,758	19M	-284,452	-23.0%	7Q	SEC ↗
27	Wealth Intelligence, LLC	895,036	18M	-47,144	-5.0%	2Q	SEC ↗
28	NewEdge Advisors, LLC	865,944	17M	+126,741	+17.1%	6Q	SEC ↗
29	COMMONWEALTH EQUITY SERVICES, LLC	822,954	16M	+102,911	+14.3%	8Q	SEC ↗
30	ELEVATION POINT WEALTH PARTNERS, LLC	806,567	16M	+793,230	+5947.6%	3Q	SEC ↗
31	Vestmark Advisory Solutions, Inc.	805,157	16M	+791,820	+5937.0%	3Q	SEC ↗
32	CONSOLIDATED CAPITAL MANAGEMENT, LLC	787,315	16M	+31,579	+4.2%	3Q	SEC ↗
33	ASSETMARK, INC	743,446	15M	+79,916	+12.0%	7Q	SEC ↗
34	Arax Advisory Partners	660,774	13M	+57,008	+9.4%	3Q	SEC ↗
35	Equitable Holdings, Inc.	587,049	12M	+49,651	+9.2%	5Q	SEC ↗
36	APS Management Group, Inc.	553,470	11M	+44,146	+8.7%	4Q	SEC ↗
37	Mach-1 Financial Group, LLC	544,300	11M	-28,500	-5.0%	3Q	SEC ↗
38	Bank of New York Mellon Corp	524,977	10M	+36,388	+7.4%	7Q	SEC ↗
39	SUMMIT WEALTH GROUP LLC / CO	512,764	10M	+2,280	+0.4%	3Q	SEC ↗
40	HBW ADVISORY SERVICES LLC	506,037	10M	+16,706	+3.4%	8Q	SEC ↗
41	MGO ONE SEVEN LLC	488,930	10M	+44,160	+9.9%	5Q	SEC ↗
42	Dynamic Advisor Solutions LLC	436,038	9M	-77,694	-15.1%	3Q	SEC ↗
43	Orion Porfolio Solutions, LLC	424,100	8M	+26,917	+6.8%	7Q	SEC ↗
44	SageGuard Financial Group, LLC	415,207	8M	+115,164	+38.4%	2Q	SEC ↗
45	Concurrent Investment Advisors, LLC	409,143	8M	+45,831	+12.6%	5Q	SEC ↗
46	INDEPENDENT FINANCIAL GROUP, LLC	406,263	8M	-30,882	-7.1%	5Q	SEC ↗
47	Bay Colony Advisory Group, Inc d/b/a B	395,051	8M	+297,975	+307.0%	2Q	SEC ↗
48	IAMS WEALTH MANAGEMENT, LLC	393,102	8M	+88,590	+29.1%	6Q	SEC ↗
49	FSB PREMIER WEALTH MANAGEMENT, INC.	383,230	8M	+103,586	+37.0%	6Q	SEC ↗
50	IHT Wealth Management, LLC	361,995	7M	-239	-0.1%	6Q	SEC ↗

Recent Activity

New Positions (20)

Holder	Shares	Value
Coppell Advisory Solutions LLC	117,703	2M
GOLDMAN SACHS GROUP INC	109,853	2M
Providence First Trust Co	97,322	2M
Global Retirement Partners, LLC	89,796	2M
IFG Advisory, LLC	75,815	1M
OneAscent Wealth Management LLC	74,750	1M
Quadrature Capital Ltd	64,017	1M
Brookstone Capital Management	52,075	1M
Americana Partners, LLC	47,932	947K
KKM Financial LLC	12,572	248K
Worth Financial Advisory Group, LLC	9,913	196K
Maridea Wealth Management LLC	9,607	190K
Qube Research & Technologies Ltd	4,347	86K
FIDUCIARY FINANCIAL ADVISORS	2,947	58K
My Portfolio Guide, LLC	2,567	51K
Buck Wealth Strategies, LLC	1,467	29K
COMPASS FINANCIAL MANAGEMENT LLC	1,268	25K
NI ACQUISITIONS COMPANY, LLC	1,127	22K
LFA - Lugano Financial Advisors SA	1,013	20K
Basepoint Wealth LLC	973	19K

Sold Out (20)

Holder	Prev Shares	Prev Value
Mariner, LLC	376,444	7M
Pacific Excel Wealth Advisors, Inc.	164,390	3M
Independent Advisor Alliance	102,963	2M
Virtue Capital Management, LLC	91,192	2M
Balboa Wealth Partners	68,998	1M
OLD MISSION CAPITAL LLC	61,112	1M
Concorde Asset Management, LLC	58,703	1M
JANE STREET GROUP, LLC	57,855	1M
DAYMARK WEALTH PARTNERS, LLC	41,569	821K
SUSQUEHANNA INTERNATIONAL GROUP, LL	30,323	599K
Modera Wealth Management, LLC	18,471	365K
Hilltop Holdings Inc.	16,952	335K
StoneX Group Inc.	11,343	224K
Integrated Wealth Management	9,811	194K
Annis Gardner Whiting Capital Advis	9,158	181K
Sound Income Strategies, LLC	2,271	45K
NORTHWESTERN MUTUAL WEALTH MANAGEME	1,861	37K
Advisory Services Network, LLC	1,327	26K
Financial Gravity Asset Management,	947	19K
Western Wealth Management, LLC	718	14K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
RAYMOND JAMES FINANCIAL INC	+2,112,476	+3694.1%	2,169,661
LPL Financial LLC	+2,015,812	+13.4%	17,077,917
KINTRA WEALTH, LLC	+1,232,810	+124.3%	2,224,625
Bouchey Financial Group, Ltd.	+1,040,581	+55.1%	2,928,857
ROYAL BANK OF CANADA	+971,066	+171.5%	1,537,298
ELEVATION POINT WEALTH PARTNERS, LL	+793,230	+5947.6%	806,567
Vestmark Advisory Solutions, Inc.	+791,820	+5937.0%	805,157
MORGAN STANLEY	+521,528	+7.5%	7,496,453
Centennial Wealth Advisory LLC	+330,390	+30.4%	1,418,530
Bay Colony Advisory Group, Inc d/b/	+297,975	+307.0%	395,051
OSAIC HOLDINGS, INC.	+292,546	+24.1%	1,507,578
Cetera Investment Advisers	+291,625	+10.6%	3,042,593
STIFEL FINANCIAL CORP	+239,531	+9.8%	2,676,194
&PARTNERS	+215,595	+14.4%	1,713,166
Janney Montgomery Scott LLC	+196,617	+20.6%	1,153,269
FIRST TRUST ADVISORS LP	+156,918	+12.7%	1,390,006
Sigma Planning Corp	+128,447	+57.0%	353,922
NewEdge Advisors, LLC	+126,741	+17.1%	865,944
SageGuard Financial Group, LLC	+115,164	+38.4%	415,207
FSB PREMIER WEALTH MANAGEMENT, INC.	+103,586	+37.0%	383,230

Biggest Decreases (20)

Holder	Reduced	Change %	Total Shares
CITADEL ADVISORS LLC	-1,082,026	-90.8%	110,137
Prospera Financial Services Inc	-284,452	-23.0%	954,758
AE Wealth Management LLC	-129,562	-59.2%	89,149
Gateway Wealth Partners, LLC	-113,990	-24.9%	344,495
MERCER GLOBAL ADVISORS INC /ADV	-98,317	-91.4%	9,288
ENVESTNET ASSET MANAGEMENT INC	-90,212	-1.8%	5,042,795
Dynamic Advisor Solutions LLC	-77,694	-15.1%	436,038
Avior Wealth Management, LLC	-71,153	-26.5%	197,652
Wealth Intelligence, LLC	-47,144	-5.0%	895,036
Ferguson Shapiro LLC	-39,562	-23.4%	129,362
INDEPENDENT FINANCIAL GROUP, LLC	-30,882	-7.1%	406,263
Mach-1 Financial Group, LLC	-28,500	-5.0%	544,300
Nova Wealth Management, Inc.	-13,514	-18.6%	58,956
Philip James Wealth Mangement, LLC	-13,323	-6.9%	178,704
Spire Wealth Management	-11,138	-9.0%	112,996
Golden State Wealth Management, LLC	-5,695	-49.6%	5,789
Maia Wealth LLC	-4,716	-12.9%	31,770
Kestra Investment Management, LLC	-4,639	-17.2%	22,284
Summit Financial, LLC	-4,024	-3.0%	130,295
Integrated Wealth Concepts LLC	-3,910	-1.9%	206,711

FTCB Institutional Ownership

Institutional Ownership — FTCB

Ownership Trends

Top Institutional Holders (224 total)

Recent Activity

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