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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 33734X770

FIRST TR EXCHANGE TRADED FD

67 institutions · $55.0M total · 1,693,809 shares

#ManagerSharesValue% of TotalPeriod
1NewEdge Advisors, LLC289,960$9.8M17.11%2025-12-31
2RAYMOND JAMES & ASSOCIATES200,649$5.7M11.84%2024-09-30
3RAYMOND JAMES FINANCIAL INC126,934$4.3M7.49%2025-12-31
4Warner Group LLC113,847$3.9M6.72%2025-12-31
5Capital Asset Advisory Services LLC20,806$3.5M1.22%2023-09-30
6LPL Financial LLC92,290$3.1M5.44%2025-12-31
7OLD MISSION CAPITAL LLC85,115$2.9M5.02%2025-12-31
8JANE STREET GROUP, LLC82,181$2.8M4.85%2025-12-31
9ADVISOR GROUP HOLDINGS, INC.58,904$2.0M3.47%2025-12-31
10Smart Portfolios, LLC50,696$1.7M2.99%2025-12-31
11Paul Damon & Associates, Inc.50,997$1.1M3.01%2023-03-31
12MILLENNIUM MANAGEMENT LLC32,906$1.1M1.94%2025-12-31
13Integrated Advisors Network LLC36,004$1.0M2.12%2024-09-30
14Focus Financial Network, Inc.19,030$863.8K1.12%2024-06-30
15Global View Capital Management LLC22,206$687.7K1.31%2025-03-31
16ICONIQ Capital, LLC2,329$626.9K0.13%2025-12-31
17GTS SECURITIES LLC17,837$604.9K1.05%2025-12-31
18STIFEL FINANCIAL CORP25,145$570.3K1.48%2023-09-30
19CITADEL ADVISORS LLC16,446$557.8K0.97%2025-12-31
20Sigma Planning Corp16,040$544.0K0.94%2025-12-31
21ASSETMARK, INC14,811$502.3K0.87%2025-12-31
22Dunhill Financial, LLC21,299$452.3K1.25%2023-12-31
23BREWIN DOLPHIN WEALTH MANAGEMENT LTD9,550$451.8K0.56%2023-12-31
24INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC22,974$434.7K1.35%2023-06-30
25BANK OF MONTREAL /CAN/14,480$432.7K0.85%2024-09-30
26WEALTH ENHANCEMENT ADVISORY SERVICES, LLC15,231$415.7K0.89%2025-03-31
27SUSQUEHANNA INTERNATIONAL GROUP, LLP12,103$410.5K0.71%2025-12-31
28Financial Engines Advisors L.L.C.11,293$383.0K0.66%2025-12-31
29Bison Wealth, LLC1,393$375.2K0.08%2025-06-30
30Royal Bank of Canada9,050$307.0K0.53%2025-12-31
31Mariner, LLC8,248$279.7K0.48%2025-12-31
32Advisory Services Network, LLC8,038$272.6K0.47%2025-12-31
33Csenge Advisory Group8,363$268.3K0.49%2025-06-30
34Bensler, LLC7,322$263.9K0.43%2023-03-31
35Signal Advisors Wealth, LLC6,268$242.9K0.37%2025-09-30
36TWIN PEAKS WEALTH ADVISORS, LLC6,122$237.2K0.36%2025-09-30
37Ignite Planners, LLC7,713$234.8K0.45%2025-03-31
38Raymond James Financial Services Advisors, Inc.10,175$226.0K0.60%2023-03-31
39Fountainhead AM, LLC5,632$218.2K0.33%2025-09-30
40Resources Investment Advisors, LLC.9,269$212.2K0.54%2024-03-31
41AVANTAX ADVISORY SERVICES, INC.10,153$210.8K0.59%2023-12-31
42Equitable Holdings, Inc.8,580$207.8K0.50%2023-06-30
43Newbridge Financial Services Group, Inc.2,767$107.2K0.16%2025-09-30
44BANK OF AMERICA CORP /DE/2,569$99.5K0.15%2025-12-31
45WELLS FARGO & COMPANY/MN1,681$57.0K0.09%2025-12-31
46Savior LLC1,785$37.1K0.10%2023-12-31
47Belpointe Asset Management LLC467$11.3K0.02%2023-06-30
48Smartleaf Asset Management LLC307$10.5K0.01%2025-12-31
49EWG Elevate Inc.400$8.9K0.02%2023-03-31
50HARBOUR INVESTMENTS, INC.239$8.1K0.01%2025-12-31
51Transamerica Financial Advisors, Inc.101$3.4K0.00%2025-12-31
52Creekmur Asset Management LLC137$3.2K0.00%2024-06-30
53Ameritas Advisory Services, LLC91$3.1K0.00%2025-06-30
54Luminist Capital LLC87$3.0K0.00%2025-12-31
55FLOW TRADERS U.S. LLC79,640$2.7K4.70%2025-12-31
56Perkins Coie Trust Co25$9680.00%2025-09-30
57Allworth Financial LP29$8700.00%2025-03-31
58Farther Finance Advisors, LLC22$7460.00%2025-12-31
59Cambridge Investment Research Advisors, Inc.14,802$5740.87%2025-09-30
60Global Retirement Partners, LLC16$5430.00%2025-12-31
61UBS Group AG3$1010.00%2025-06-30
62MORGAN STANLEY1$430.00%2025-12-31
63Tower Research Capital LLC (TRC)1$270.00%2024-12-31
64JPMORGAN CHASE & CO0$190.00%2025-12-31
65Rockefeller Capital Management L.P.250$50.01%2023-03-31
66CWM, LLC0$00.00%2025-03-31
67CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2025-06-30