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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 33740F375

FIRST TR EXCHNG TRADED FD VI

66 institutions · $66.9M total · 2,258,652 shares

#ManagerSharesValue% of TotalPeriod
1Triad Wealth Partners, LLC628,818$19.1M27.84%2025-12-31
2Foundations Investment Advisors, LLC533,559$16.1M23.62%2025-09-30
3Advisory Resource Group140,953$4.3M6.24%2025-12-31
4STEPHENS INC /AR/95,284$2.9M4.21%2025-12-31
5Advisory Services Network, LLC61,569$1.9M2.72%2025-12-31
6Cetera Investment Advisers56,483$1.7M2.50%2025-12-31
7Sequent Planning LLC40,502$1.2M1.79%2024-03-31
8LINCOLN NATIONAL CORP39,127$1.2M1.73%2024-03-31
9Mariner, LLC39,111$1.2M1.73%2025-12-31
10Kestra Advisory Services, LLC37,698$1.1M1.66%2025-12-31
11IMC-Chicago, LLC28,696$872.4K1.27%2025-12-31
12Cetera Advisor Networks LLC26,031$798.6K1.15%2024-03-31
13Accel Wealth Management23,190$705.0K1.02%2025-12-31
14COMMONWEALTH EQUITY SERVICES, LLC22,105$672.0K0.97%2025-12-31
15Presidio Capital Management, LLC21,166$643.4K0.93%2025-12-31
16Cetera Advisors LLC21,422$642.9K0.94%2023-12-31
17GOLDMAN SACHS GROUP INC19,864$603.9K0.87%2025-12-31
18JANE STREET GROUP, LLC19,628$594.4K0.86%2024-12-31
19Weaver Consulting Group19,420$590.4K0.85%2025-12-31
20Redhawk Wealth Advisors, Inc.19,320$588.1K0.85%2025-06-30
21MONEY CONCEPTS CAPITAL CORP19,133$581.6K0.84%2025-12-31
22UBS Group AG18,774$567.4K0.83%2025-09-30
23OLD MISSION CAPITAL LLC17,905$545.0K0.79%2025-06-30
24CITADEL ADVISORS LLC17,955$542.7K0.79%2025-09-30
25Bison Wealth, LLC15,231$461.3K0.67%2024-12-31
26JPMORGAN CHASE & CO15,028$456.9K0.66%2025-12-31
27Resources Investment Advisors, LLC.14,010$423.7K0.62%2024-09-30
28INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC13,859$421.3K0.61%2025-12-31
29FIRST TRUST ADVISORS LP12,019$365.4K0.53%2025-12-31
30FSB PREMIER WEALTH MANAGEMENT, INC.11,989$364.5K0.53%2025-12-31
31QTR Family Wealth, LLC12,019$364.0K0.53%2025-12-31
32ACT Advisors, LLC.11,784$360.2K0.52%2024-06-30
33Kingsview Wealth Management, LLC11,790$358.4K0.52%2025-12-31
34Rockefeller Capital Management L.P.10,352$314.7K0.45%2025-12-31
35Ameritas Advisory Services, LLC9,803$296.5K0.43%2024-09-30
36SUSQUEHANNA INTERNATIONAL GROUP, LLP9,115$277.1K0.40%2025-12-31
37LPL Financial LLC8,571$260.6K0.37%2025-12-31
38Prospera Financial Services Inc8,549$259.9K0.37%2025-12-31
39LVZ, Inc.8,352$253.9K0.36%2025-12-31
40Farther Finance Advisors, LLC8,335$253.4K0.36%2025-12-31
41TCFG WEALTH MANAGEMENT, LLC8,005$243.4K0.35%2025-12-31
42Focus Financial Network, Inc.8,003$243.3K0.35%2025-12-31
43WORLD EQUITY GROUP, INC.6,856$208.4K0.30%2025-12-31
44Integrated Wealth Concepts LLC6,715$204.1K0.29%2025-12-31
45BARCLAYS PLC6,677$203.2K0.29%2025-12-31
46City State Bank4,500$137.6K0.19%2024-06-30
47Capital Investment Advisory Services, LLC2,000$60.8K0.08%2025-12-31
48HARBOUR INVESTMENTS, INC.1,895$57.6K0.08%2025-12-31
49IMG Wealth Management, Inc.1,835$55.9K0.08%2025-06-30
50Steward Partners Investment Advisory, LLC1,672$50.6K0.07%2024-12-31
51ADVISOR GROUP HOLDINGS, INC.1,477$44.9K0.06%2025-12-31
52Royal Bank of Canada1,467$44.0K0.06%2024-09-30
53Ritter Daniher Financial Advisory LLC / DE1,008$30.6K0.04%2025-12-31
54AE Wealth Management LLC905$27.5K0.04%2025-12-31
55CoreCap Advisors, LLC329$10.0K0.01%2025-12-31
56SRS Capital Advisors, Inc.330$10.0K0.01%2025-12-31
57GPS Wealth Strategies Group, LLC290$8.8K0.01%2025-12-31
58Global Wealth Strategies & Associates127$3.8K0.00%2025-03-31
59PRINCIPAL SECURITIES, INC.100$3.1K0.00%2024-06-30
60CWM, LLC39,885$1.2K1.76%2025-12-31
61Mid-American Wealth Advisory Group, Inc.25$7610.00%2025-06-30
62Cambridge Investment Research Advisors, Inc.16,019$4870.70%2025-12-31
63DHJJ Financial Advisors, Ltd.10$3040.00%2025-12-31
64BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC3$910.00%2025-12-31
65CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2025-06-30
66WELLS FARGO & COMPANY/MN0$00.00%2025-12-31