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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
CUSIP 33734X309

FIRST TR EXCHANGE TRADED FD

59 institutions · $22.9M total · 612,943 shares

#ManagerSharesValue% of TotalPeriod
1Horizon Wealth Management, LLC54,022$4.2M8.81%2025-12-31
2LPL Financial LLC38,926$3.0M6.35%2025-12-31
3CITADEL ADVISORS LLC34,234$2.7M5.58%2025-12-31
4GTS SECURITIES LLC33,303$2.6M5.43%2025-12-31
5Farther Finance Advisors, LLC29,230$2.3M4.76%2025-12-31
6WORLD EQUITY GROUP, INC.13,425$749.8K2.19%2024-06-30
7Raymond James Financial Services Advisors, Inc.14,291$728.3K2.33%2023-06-30
8American Portfolios Advisors11,545$699.2K1.88%2023-03-31
9PRUDENTIAL PLC12,500$698.1K2.03%2023-09-30
10ENVESTNET ASSET MANAGEMENT INC8,257$643.2K1.34%2025-12-31
11GeoWealth Management, LLC8,062$628.1K1.31%2025-12-31
12Cetera Investment Advisers7,464$581.4K1.21%2025-12-31
13Sigma Planning Corp9,343$499.4K1.52%2025-03-31
14SUSQUEHANNA INTERNATIONAL GROUP, LLP6,312$491.7K1.02%2025-12-31
15COMMONWEALTH EQUITY SERVICES, LLC4,788$373.0K0.78%2025-12-31
16JANE STREET GROUP, LLC4,057$316.1K0.66%2025-12-31
17Eddie Patel Inc3,373$262.8K0.55%2025-12-31
18HighTower Advisors, LLC3,000$233.7K0.48%2025-12-31
19STIFEL FINANCIAL CORP3,940$228.5K0.64%2024-09-30
20Advisory Services Network, LLC2,154$156.6K0.35%2025-09-30
21MORGAN STANLEY1,826$142.3K0.29%2025-12-31
22ADVISOR GROUP HOLDINGS, INC.1,071$83.4K0.17%2025-12-31
23Global Retirement Partners, LLC925$72.1K0.15%2025-12-31
24FMR LLC709$55.2K0.11%2025-12-31
25CREATIVE FINANCIAL DESIGNS INC /ADV543$42.3K0.08%2025-12-31
26Federation des caisses Desjardins du Quebec520$40.5K0.08%2025-12-31
27Pacific Center for Financial Services530$38.6K0.08%2025-12-31
28RAYMOND JAMES FINANCIAL INC499$30.9K0.08%2025-06-30
29BRYN MAWR TRUST Co500$29.0K0.08%2024-12-31
30Coppell Advisory Solutions LLC456$26.7K0.07%2024-12-31
31SRS Capital Advisors, Inc.336$26.2K0.05%2025-12-31
32HARBOUR INVESTMENTS, INC.400$23.5K0.06%2024-06-30
33Allworth Financial LP281$21.9K0.04%2025-12-31
34OLD MISSION CAPITAL LLC444$18.0K0.07%2023-03-31
35Coppell Advisory Solutions Corp.442$17.9K0.07%2023-03-31
36COMERICA BANK328$17.5K0.05%2025-03-31
37ZynergyRetirementPlanningLLC263$15.3K0.04%2025-03-31
38Belpointe Asset Management LLC239$12.2K0.03%2023-06-30
39Royal Bank of Canada207$12.0K0.03%2024-09-30
40Activest Wealth Management260$10.5K0.04%2023-03-31
41INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC191,940$9.2K31.31%2024-09-30
42NVWM, LLC185$8.2K0.03%2023-03-31
43NBC SECURITIES, INC.101$7.4K0.01%2025-09-30
44Glen Eagle Advisors, LLC132$5.4K0.02%2024-06-30
45UBS Group AG61$4.8K0.00%2025-12-31
46PRIVATE TRUST CO NA50$3.9K0.00%2025-12-31
47FLOW TRADERS U.S. LLC42,060$3.1K6.86%2025-09-30
48AE Wealth Management LLC39$3.0K0.00%2025-12-31
49BANK OF AMERICA CORP /DE/50$2.9K0.00%2024-03-31
50Gladstone Institutional Advisory LLC35,959$2.1K5.86%2023-03-31
51Cambridge Investment Research Advisors, Inc.24,143$1.9K3.93%2025-12-31
52BANK OF MONTREAL /CAN/12$6970.00%2024-12-31
53Q3 Asset Management4,436$3220.72%2025-09-30
54WELLS FARGO & COMPANY/MN3$2340.00%2025-12-31
55DHJJ Financial Advisors, Ltd.2$1560.00%2025-12-31
56NewEdge Advisors, LLC1$780.00%2025-12-31
57Tower Research Capital LLC (TRC)1$580.00%2024-12-31
58IFP Advisors, Inc763$310.12%2023-03-31
59CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2025-06-30