$44.57

-0.05 (-0.11%)

Weekly Expected Move ±0.4%

$44 $44 $45 $45 $45

ETF NASDAQ · AUM $2.3B

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

Institutional Ownership — FTSL

329

Institutional Holders

-17 vs prior quarter

0.0%

Ownership

+0.00pp

Total Invested

New Positions

130

Increased

138

Reduced

Closed

0.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (367 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	MORGAN STANLEY	4,917,166	$219M	+138,578	+2.9%	53Q	SEC ↗
2	LPL Financial LLC	2,785,802	$124M	+268,241	+10.7%	53Q	SEC ↗
3	WELLS FARGO & COMPANY/MN	1,669,953	$74M	+13,489	+0.8%	48Q	SEC ↗
4	ROYAL BANK OF CANADA	1,503,098	$67M	+70,230	+4.9%	53Q	SEC ↗
5	BANK OF AMERICA CORP /DE	1,467,308	$65M	+1,641	+0.1%	15Q	SEC ↗
6	One Capital Management, LLC	1,439,544	$64M	—	+0.0%	21Q	SEC ↗
7	RAYMOND JAMES FINANCIAL INC	1,439,234	$64M	+75,297	+5.5%	7Q	SEC ↗
8	FIRST TRUST ADVISORS LP	1,298,064	$58M	+23,251	+1.8%	48Q	SEC ↗
9	UBS Group AG	937,444	$42M	+5,706	+0.6%	47Q	SEC ↗
10	ENVESTNET ASSET MANAGEMENT INC	884,010	$39M	+47,005	+5.6%	46Q	SEC ↗
11	Modern Wealth Management, LLC NEW	767,322	$34M	—	+0.0%	1Q	SEC ↗
12	Focus Partners Wealth	669,136	$30M	+2,133	+0.3%	3Q	SEC ↗
13	Virtue Capital Management, LLC	637,860	$28M	-122,469	-16.1%	17Q	SEC ↗
14	Welch & Forbes LLC	597,151	$27M	-34,722	-5.5%	15Q	SEC ↗
15	Concurrent Investment Advisors, LLC	593,455	$26M	+307,204	+107.3%	11Q	SEC ↗
16	TL Private Wealth	579,910	$26M	+41,544	+7.7%	27Q	SEC ↗
17	Hikari Tsushin, Inc.	570,196	$25M	—	+0.0%	11Q	SEC ↗
18	Cyndeo Wealth Partners, LLC	469,326	$21M	+21,512	+4.8%	15Q	SEC ↗
19	Cetera Investment Advisers	455,074	$20M	+18,756	+4.3%	32Q	SEC ↗
20	Capital Investment Counsel, LLC	439,221	$20M	-4,124	-0.9%	11Q	SEC ↗
21	OSAIC HOLDINGS, INC.	378,082	$17M	+77,335	+25.7%	26Q	SEC ↗
22	STIFEL FINANCIAL CORP	362,078	$16M	-10,232	-2.7%	49Q	SEC ↗
23	Fairvoy Private Wealth, LLC	359,184	$16M	+22,672	+6.7%	7Q	SEC ↗
24	HARBOR ADVISORY CORP /MA	328,444	$15M	+6,437	+2.0%	8Q	SEC ↗
25	NewEdge Advisors, LLC	300,787	$13M	+45,806	+18.0%	32Q	SEC ↗
26	Cambridge Investment Research Advisors	288,510	$13M	+68,439	+31.1%	44Q	SEC ↗
27	CNO Financial Group, Inc.	252,000	$11M	—	+0.0%	6Q	SEC ↗
28	DAVENPORT & Co LLC	235,032	$10M	+39,436	+20.2%	15Q	SEC ↗
29	EXCHANGE TRADED CONCEPTS, LLC	232,110	$10M	+16,860	+7.8%	5Q	SEC ↗
30	CWM, LLC	226,914	$10M	-85,247	-27.3%	18Q	SEC ↗
31	HighTower Advisors, LLC	220,860	$10M	-5,037	-2.2%	43Q	SEC ↗
32	Nilsine Partners, LLC	212,769	$9M	+6,245	+3.0%	14Q	SEC ↗
33	Empirical Financial Services, LLC d.b.	206,573	$9M	+11,002	+5.6%	40Q	SEC ↗
34	Blackhawk Capital Partners, LLC	197,172	$9M	+150,194	+319.7%	15Q	SEC ↗
35	MML INVESTORS SERVICES, LLC	195,171	$9M	+37,032	+23.4%	37Q	SEC ↗
36	Clear Creek Financial Management, LLC	179,524	$8M	+26,940	+17.7%	21Q	SEC ↗
37	Private Advisor Group, LLC	179,019	$8M	-91,041	-33.7%	44Q	SEC ↗
38	CacheTech Inc.	176,013	$8M	+22,715	+14.8%	9Q	SEC ↗
39	RPg Family Wealth Advisory, LLC	164,965	$7M	+3,032	+1.9%	15Q	SEC ↗
40	COMMONWEALTH EQUITY SERVICES, LLC	161,876	$7M	-266	-0.2%	35Q	SEC ↗
41	Adams Wealth Management	157,438	$7M	+16,125	+11.4%	16Q	SEC ↗
42	LAKE STREET PRIVATE WEALTH, LLC	157,228	$7M	-2,707	-1.7%	28Q	SEC ↗
43	&PARTNERS	154,050	$7M	+95,585	+163.5%	10Q	SEC ↗
44	Petix & Botte Co	143,213	$6M	+7,287	+5.4%	7Q	SEC ↗
45	CoreCap Advisors, LLC	142,146	$6M	+141,288	+16467.1%	10Q	SEC ↗
46	Chicago Partners Investment Group LLC	140,891	$6M	+860	+0.6%	17Q	SEC ↗
47	Rockefeller Capital Management L.P.	138,827	$6M	+26,267	+23.3%	30Q	SEC ↗
48	Asset Allocation & Management Company,	138,670	$6M	+11,830	+9.3%	13Q	SEC ↗
49	Fairway Financial, LLC	136,173	$6M	+3,838	+2.9%	7Q	SEC ↗
50	Prospera Financial Services Inc	133,955	$6M	-594	-0.4%	29Q	SEC ↗

Recent Activity

New Positions (20)

Holder	Shares	Value
Modern Wealth Management, LLC	767,322	$34M
Savant Capital, LLC	88,755	$4M
ELEVATION POINT WEALTH PARTNERS, LL	78,613	$4M
Coppell Advisory Solutions LLC	32,799	$1M
COMPASS FINANCIAL MANAGEMENT LLC	27,086	$1M
Andina Capital Management, LLC	26,124	$1M
PUFF WEALTH MANAGEMENT, LLC	18,515	$825K
Global Retirement Partners, LLC	10,586	$472K
Summit Financial, LLC	10,084	$449K
FSB PREMIER WEALTH MANAGEMENT, INC.	9,493	$423K
J.W. COLE ADVISORS, INC.	9,382	$418K
Global Assets Advisory, LLC	8,445	$376K
Providence First Trust Co	8,029	$358K
Tower Research Capital LLC (TRC)	7,412	$330K
Meridian Wealth Management, LLC	7,115	$317K
World Investment Advisors	6,649	$296K
Kinetic Wealth Investment Advisors	5,555	$248K
Brookstone Capital Management	4,966	$221K
Global View Capital Management LLC	4,711	$210K
Buck Wealth Strategies, LLC	1,148	$51K

Sold Out (20)

Holder	Prev Shares	Prev Value
Ocean Park Asset Management, LLC	231,800	$10M
RiverTree Advisors, LLC	181,110	$8M
NATIONS FINANCIAL GROUP INC, /IA/ /	167,055	$7M
GOLDMAN SACHS GROUP INC	157,634	$7M
JANE STREET GROUP, LLC	155,368	$7M
Little Harbor Advisors, LLC	113,261	$5M
Independent Advisor Alliance	99,555	$4M
Concorde Asset Management, LLC	73,167	$3M
CITADEL ADVISORS LLC	56,808	$3M
TrueWealth Financial Partners	55,358	$2M
RENAISSANCE TECHNOLOGIES LLC	48,105	$2M
Clear Point Advisors Inc.	28,608	$1M
ShoreHaven Wealth Partners, LLC	23,186	$1M
StoneX Group Inc.	16,954	$756K
OLD MISSION CAPITAL LLC	13,489	$601K
JT Stratford LLC	12,918	$576K
Balboa Wealth Partners	11,084	$494K
Midwest Heritage Bank, FSB	10,045	$448K
AMERIPRISE FINANCIAL INC	9,052	$403K
Bay Colony Advisory Group, Inc d/b/	7,782	$347K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
Concurrent Investment Advisors, LLC	+307,204	+107.3%	593,455
LPL Financial LLC	+268,241	+10.7%	2,785,802
Blackhawk Capital Partners, LLC	+150,194	+319.7%	197,172
CoreCap Advisors, LLC	+141,288	+16467.1%	142,146
MORGAN STANLEY	+138,578	+2.9%	4,917,166
Arax Advisory Partners	+102,806	+1549.9%	109,439
&PARTNERS	+95,585	+163.5%	154,050
Vestmark Advisory Solutions, Inc.	+78,475	+178.4%	122,464
OSAIC HOLDINGS, INC.	+77,335	+25.7%	378,082
RAYMOND JAMES FINANCIAL INC	+75,297	+5.5%	1,439,234
ROYAL BANK OF CANADA	+70,230	+4.9%	1,503,098
Cambridge Investment Research Advis	+68,439	+31.1%	288,510
ENVESTNET ASSET MANAGEMENT INC	+47,005	+5.6%	884,010
NewEdge Advisors, LLC	+45,806	+18.0%	300,787
TL Private Wealth	+41,544	+7.7%	579,910
DAVENPORT & Co LLC	+39,436	+20.2%	235,032
MML INVESTORS SERVICES, LLC	+37,032	+23.4%	195,171
Clear Creek Financial Management, L	+26,940	+17.7%	179,524
Rockefeller Capital Management L.P.	+26,267	+23.3%	138,827
FIRST TRUST ADVISORS LP	+23,251	+1.8%	1,298,064

Biggest Decreases (20)

Holder	Reduced	Change %	Total Shares
Flaharty Asset Management, LLC	-735,135	-91.9%	64,936
Virtue Capital Management, LLC	-122,469	-16.1%	637,860
Private Advisor Group, LLC	-91,041	-33.7%	179,019
CWM, LLC	-85,247	-27.3%	226,914
Western Wealth Management, LLC	-66,422	-71.7%	26,270
Mission Hills Financial Advisory, L	-55,641	-35.6%	100,724
JPMORGAN CHASE & CO	-41,088	-27.2%	110,168
Arkadios Wealth Advisors	-36,032	-83.7%	7,026
Welch & Forbes LLC	-34,722	-5.5%	597,151
U.S. Capital Wealth Advisors, LLC	-29,217	-25.0%	87,647
TRUIST FINANCIAL CORP	-25,320	-35.9%	45,134
SUSQUEHANNA INTERNATIONAL GROUP, LL	-23,959	-49.9%	24,057
Integrated Advisors Network LLC	-20,171	-49.0%	20,956
Ausdal Financial Partners, Inc.	-16,079	-37.3%	27,010
IFP Advisors, Inc	-15,963	-70.2%	6,774
Key Client Fiduciary Advisors, LLC	-12,575	-21.8%	45,125
STIFEL FINANCIAL CORP	-10,232	-2.7%	362,078
Legacy Wealth Managment, LLC/ID	-10,070	-28.7%	24,990
Ifrah Financial Services, Inc.	-9,065	-18.3%	40,484
Integrity Financial Corp /WA	-7,504	-24.3%	23,410

FTSL Institutional Ownership

Institutional Ownership — FTSL

Ownership Trends

Top Institutional Holders (367 total)

Recent Activity

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