Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
CUSIP 33738R746

FIRST TR EXCHANGE-TRADED FD

36 institutions · $81.7M total · 870,804 shares

#ManagerSharesValue% of TotalPeriod
1Mach-1 Financial Group, LLC2,078$55.2M0.23%2023-06-30
2Aft, Forsyth & Sober, LLC328,600$11.0M37.73%2025-03-31
3LPL Financial LLC274,802$8.4M31.55%2025-12-31
4Independent Advisor Alliance39,721$1.2M4.56%2024-12-31
5SUSQUEHANNA INTERNATIONAL GROUP, LLP34,976$1.1M4.01%2025-09-30
6Three Cord True Wealth Management, LLC27,428$834.7K3.14%2025-12-31
7Archer Investment Corp19,730$600.4K2.26%2025-12-31
8CITADEL ADVISORS LLC19,270$586.4K2.21%2025-12-31
9Financial Advocates Investment Management18,501$472.5K2.12%2023-12-31
10ICA Group Wealth Management, LLC14,151$406.1K1.62%2024-03-31
11COMMONWEALTH EQUITY SERVICES, LLC11,857$360.8K1.36%2025-12-31
12Private Advisor Group, LLC9,395$285.9K1.07%2025-12-31
13Arrowroot Family Office, LLC10,466$277.8K1.20%2024-03-31
14Western Wealth Management, LLC7,552$229.8K0.86%2025-12-31
15American Portfolios Advisors10,752$193.1K1.23%2023-03-31
16INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC4,859$133.9K0.55%2024-06-30
17Global Retirement Partners, LLC3,238$98.5K0.37%2025-12-31
18ADVISOR GROUP HOLDINGS, INC.2,947$89.7K0.33%2025-12-31
19Kestra Advisory Services, LLC2,392$72.8K0.27%2025-12-31
20PRIVATE TRUST CO NA2,029$61.7K0.23%2025-12-31
21Ahrens Investment Partners LLC1,747$46.4K0.20%2023-06-30
22Belpointe Asset Management LLC1,184$31.4K0.13%2023-06-30
23Geneos Wealth Management Inc.800$21.9K0.09%2025-03-31
24UBS Group AG397$12.1K0.04%2025-12-31
25JONES FINANCIAL COMPANIES LLLP350$9.6K0.04%2025-03-31
26ASSETMARK, INC294$8.7K0.03%2025-06-30
27Allworth Financial LP213$6.2K0.02%2024-03-31
28Sound Income Strategies, LLC215$5.9K0.02%2025-03-31
29HARBOUR INVESTMENTS, INC.125$3.8K0.01%2025-12-31
30PSI Advisors, LLC103$3.1K0.01%2024-12-31
31Sunbelt Securities, Inc.25$7430.00%2025-06-30
32SILVER OAK SECURITIES, INCORPORATED19,889$5362.28%2023-12-31
33MORGAN STANLEY9$2460.00%2025-03-31
34IFP Advisors, Inc709$150.08%2023-03-31
35WELLS FARGO & COMPANY/MN0$100.00%2025-12-31
36CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2025-06-30