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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 33740U497

FIRST TR EXCHNG TRADED FD VI

48 institutions · $33.5M total · 1,049,696 shares

#ManagerSharesValue% of TotalPeriod
1PRECEDENT WEALTH PARTNERS, LLC297,765$9.8M28.36%2025-12-31
2Maia Wealth LLC83,000$2.7M7.90%2025-09-30
3Kestra Advisory Services, LLC75,061$2.5M7.15%2025-12-31
4COMMONWEALTH EQUITY SERVICES, LLC57,620$1.9M5.48%2025-12-31
5ENVESTNET ASSET MANAGEMENT INC34,547$1.1M3.29%2025-12-31
6Atria Investments, Inc30,988$1.0M2.95%2025-12-31
7Mariner, LLC30,988$1.0M2.95%2025-12-31
8Defined Financial Planning LLC29,595$956.7K2.81%2025-09-30
9Creekmur Asset Management LLC28,347$914.5K2.70%2025-09-30
10Madrona Financial Services, LLC26,158$859.2K2.49%2025-12-31
11SUSQUEHANNA INTERNATIONAL GROUP, LLP23,909$785.3K2.27%2025-12-31
12Clear Creek Financial Management, LLC21,575$708.6K2.05%2025-12-31
13WealthPLAN Partners, LLC22,663$692.8K2.15%2025-03-31
14HBW Advisory Services LLC17,476$574.0K1.66%2025-12-31
15AE Wealth Management LLC15,035$493.8K1.43%2025-12-31
16Pinnacle Financial Partners, Inc.15,033$493.8K1.43%2025-12-31
17Cetera Investment Advisers14,548$477.8K1.38%2025-12-31
18LexAurum Advisors, LLC14,814$452.9K1.41%2025-03-31
19Legacy Capital Wealth Partners, LLC13,210$433.9K1.25%2025-12-31
20WealthPlan Investment Management, LLC14,186$433.7K1.35%2025-03-31
21HARBOUR INVESTMENTS, INC.12,554$412.3K1.19%2025-12-31
22LPL Financial LLC12,528$411.5K1.19%2025-12-31
23JANE STREET GROUP, LLC12,433$408.4K1.18%2025-12-31
24Buck Wealth Strategies, LLC11,900$390.9K1.13%2025-12-31
25Americana Partners, LLC11,483$377.2K1.09%2025-12-31
26Envestnet Portfolio Solutions, Inc.10,607$324.3K1.01%2025-03-31
27MILESTONE ASSET MANAGEMENT, LLC9,702$318.7K0.92%2025-12-31
28Commonwealth Financial Services, LLC8,990$295.3K0.85%2025-12-31
29ADVISOR GROUP HOLDINGS, INC.8,090$265.7K0.77%2025-12-31
30TRUIST FINANCIAL CORP7,246$238.0K0.69%2025-12-31
31Gallagher Fiduciary Advisors, LLC6,880$226.0K0.65%2025-12-31
32NewEdge Advisors, LLC6,800$223.4K0.64%2025-12-31
33Atria Wealth Solutions, Inc.6,900$218.2K0.65%2025-06-30
34OLD MISSION CAPITAL LLC6,554$215.3K0.62%2025-12-31
35Security Financial Services, INC.6,491$213.2K0.61%2025-12-31
36JPMORGAN CHASE & CO6,491$198.4K0.61%2025-03-31
37BARCLAYS PLC4,479$141.2K0.42%2025-12-31
38Steward Partners Investment Advisory, LLC3,049$100.1K0.29%2025-12-31
39EVOLUTION WEALTH MANAGEMENT INC.2,675$87.9K0.25%2025-12-31
40Capital Investment Advisory Services, LLC2,560$84.1K0.24%2025-12-31
41Noble Wealth Management PBC500$16.4K0.04%2025-12-31
42UBS Group AG300$9.7K0.02%2025-09-30
43CREATIVE FINANCIAL DESIGNS INC /ADV128$4.0K0.01%2025-06-30
44MORGAN STANLEY41$1.3K0.00%2025-12-31
45Cambridge Investment Research Advisors, Inc.9,580$3150.91%2025-12-31
46Capital Analysts, LLC7,947$2610.75%2025-12-31
47CWM, LLC6,270$2060.59%2025-12-31
48CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2025-06-30