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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 33738R696

FIRST TR EXCHANGE-TRADED FD

77 institutions · $74.0M total · 1,908,067 shares

#ManagerSharesValue% of TotalPeriod
1Virtus Wealth Solutions LLC223,587$9.3M11.71%2025-12-31
2GGM Financials LLC240,921$9.2M12.62%2025-06-30
3ADVISOR GROUP HOLDINGS, INC.160,198$6.7M8.39%2025-12-31
4LPL Financial LLC142,020$5.9M7.44%2025-12-31
5Brookwood Investment Group LLC137,810$5.2M7.22%2025-03-31
6Independent Advisor Alliance99,122$3.7M5.19%2024-12-31
7Private Advisory Group LLC81,677$3.0M4.28%2024-09-30
8Steward Partners Investment Advisory, LLC61,284$2.5M3.21%2025-12-31
9Kesler, Norman & Wride, LLC57,750$2.4M3.02%2025-12-31
10Synergy Asset Management, LLC55,678$2.3M2.91%2025-12-31
11GOLDMAN SACHS GROUP INC45,016$1.9M2.35%2025-12-31
12Concurrent Investment Advisors, LLC43,193$1.8M2.26%2025-12-31
13MORGAN STANLEY39,679$1.6M2.07%2025-12-31
14CITADEL ADVISORS LLC43,110$1.6M2.25%2025-06-30
15JANE STREET GROUP, LLC41,070$1.4M2.15%2024-06-30
16Raymond James Financial Services Advisors, Inc.40,030$1.3M2.09%2024-06-30
17TCFG WEALTH MANAGEMENT, LLC26,969$1.1M1.41%2025-12-31
18Cetera Investment Advisers26,255$1.1M1.37%2025-12-31
19IHT Wealth Management, LLC38,850$1.1M2.03%2023-06-30
20OLD MISSION CAPITAL LLC27,706$1.0M1.45%2024-12-31
21RAYMOND JAMES FINANCIAL INC21,187$880.1K1.11%2025-12-31
22Atomi Financial Group, Inc.18,437$765.9K0.96%2025-12-31
23Newbridge Financial Services Group, Inc.17,838$716.9K0.93%2025-09-30
24Prospera Financial Services Inc17,211$714.9K0.90%2025-12-31
25RAYMOND JAMES & ASSOCIATES16,437$604.4K0.86%2024-09-30
26Greenline Wealth Management LLC14,081$584.9K0.73%2025-12-31
27BANK OF AMERICA CORP /DE/12,160$505.1K0.63%2025-12-31
28Cetera Advisor Networks LLC17,666$500.6K0.92%2023-09-30
29HighTower Advisors, LLC8,768$364.2K0.45%2025-12-31
30ENVESTNET ASSET MANAGEMENT INC7,348$305.2K0.38%2025-12-31
31KESTRA PRIVATE WEALTH SERVICES, LLC10,147$290.3K0.53%2023-03-31
32COMMONWEALTH EQUITY SERVICES, LLC6,234$259.0K0.32%2025-12-31
33Avidian Wealth Solutions, LLC8,579$237.8K0.44%2023-06-30
34MONEY CONCEPTS CAPITAL CORP8,192$234.4K0.42%2023-03-31
35SUSQUEHANNA INTERNATIONAL GROUP, LLP5,761$231.5K0.30%2025-09-30
36LEVEL FOUR ADVISORY SERVICES, LLC6,114$228.6K0.32%2024-09-30
37LEGACY CAPITAL WEALTH MANAGEMENT, LLC5,485$227.8K0.28%2025-12-31
38Sigma Planning Corp5,929$224.0K0.31%2024-12-31
39TRUIST FINANCIAL CORP5,453$219.2K0.28%2025-09-30
40Engrave Wealth Partners LLC7,683$211.7K0.40%2023-06-30
41J.W. COLE ADVISORS, INC.4,971$206.5K0.26%2025-12-31
42Cetera Advisors LLC6,012$204.8K0.31%2024-03-31
43Insight Advisors, LLC/ PA4,846$201.3K0.25%2025-12-31
44Ameritas Advisory Services, LLC3,000$120.6K0.15%2025-09-30
45KERR FINANCIAL PLANNING Corp2,567$109.1K0.13%2025-12-31
46Rockefeller Capital Management L.P.2,533$105.2K0.13%2025-12-31
47Kestra Advisory Services, LLC2,408$100.0K0.12%2025-12-31
48FLAGSHIP HARBOR ADVISORS, LLC1,753$72.8K0.09%2025-12-31
49Sound Income Strategies, LLC971$42.0K0.05%2025-12-31
50MTM Investment Management, LLC901$37.4K0.04%2025-12-31
51Coastal Investment Advisors, Inc.601$25.0K0.03%2025-12-31
52Global Retirement Partners, LLC823$23.3K0.04%2023-09-30
53CoreCap Advisors, LLC430$17.9K0.02%2025-12-31
54PRIVATE TRUST CO NA620$17.6K0.03%2023-09-30
55PRINCIPAL SECURITIES, INC.428$17.2K0.02%2025-09-30
56Royal Bank of Canada400$16.0K0.02%2025-09-30
57Advisory Services Network, LLC385$15.5K0.02%2025-09-30
58ASSETMARK, INC501$13.9K0.02%2023-12-31
59US BANCORP \DE\316$11.9K0.01%2024-12-31
60Farther Finance Advisors, LLC282$11.7K0.01%2025-12-31
61NewEdge Advisors, LLC340$11.4K0.01%2024-06-30
62MPWM ADVISORY SOLUTIONS, LLC253$10.5K0.01%2025-12-31
63IFP Advisors, Inc205$8.5K0.01%2025-12-31
64UBS Group AG192$8.0K0.01%2025-12-31
65PNC Financial Services Group, Inc.189$7.8K0.00%2025-12-31
66Tidemark, LLC150$5.1K0.00%2024-03-31
67Geneos Wealth Management Inc.100$4.2K0.00%2025-12-31
68Truvestments Capital LLC62$2.6K0.00%2025-12-31
69Golden State Wealth Management, LLC59$2.4K0.00%2025-09-30
70AdvisorNet Financial, Inc46$1.9K0.00%2025-12-31
71Darwin Wealth Management, LLC27$1.1K0.00%2025-12-31
72Cambridge Investment Research Advisors, Inc.8,829$3670.46%2025-12-31
73HRT FINANCIAL LP5,378$2030.28%2025-03-31
74Janney Montgomery Scott LLC4,848$2010.25%2025-12-31
75Tower Research Capital LLC (TRC)5$1890.00%2024-12-31
76WELLS FARGO & COMPANY/MN1$350.00%2025-12-31
77CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2025-06-30