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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 33740U521

FIRST TR EXCHNG TRADED FD VI

48 institutions · $17.6M total · 583,695 shares

#ManagerSharesValue% of TotalPeriod
1Clear Creek Financial Management, LLC85,401$2.8M14.63%2025-12-31
2Cetera Investment Advisers35,228$1.2M6.03%2025-12-31
3ENVESTNET ASSET MANAGEMENT INC30,352$997.8K5.19%2025-12-31
4COMMONWEALTH EQUITY SERVICES, LLC28,965$952.2K4.96%2025-12-31
5WealthPLAN Partners, LLC22,719$691.6K3.89%2025-03-31
6Madrona Financial Services, LLC19,809$651.2K3.39%2025-12-31
7Waverly Advisors, LLC18,910$621.7K3.23%2025-12-31
8MGO ONE SEVEN LLC18,834$619.2K3.22%2025-12-31
9CITADEL ADVISORS LLC19,020$611.9K3.25%2025-09-30
10BRASS TAX WEALTH MANAGEMENT, INC18,910$608.4K3.23%2025-09-30
11B. Riley Wealth Advisors, Inc.18,834$575.6K3.22%2024-12-31
12JANE STREET GROUP, LLC18,643$569.7K3.19%2024-12-31
13Gallagher Fiduciary Advisors, LLC15,855$521.2K2.71%2025-12-31
14WealthPlan Investment Management, LLC14,239$433.5K2.43%2025-03-31
15Glen Eagle Advisors, LLC12,681$416.9K2.17%2025-12-31
16SUSQUEHANNA INTERNATIONAL GROUP, LLP12,484$410.4K2.13%2025-12-31
17AE Wealth Management LLC12,438$408.9K2.13%2025-12-31
18OLD MISSION CAPITAL LLC12,206$401.3K2.09%2025-12-31
19Capasso Planning Partners LLC12,055$396.3K2.06%2025-12-31
20Kestra Advisory Services, LLC11,930$392.2K2.04%2025-12-31
21TRUIST FINANCIAL CORP11,704$384.8K2.00%2025-12-31
22Ameritas Advisory Services, LLC10,550$346.8K1.80%2025-12-31
23IFP Advisors, Inc10,000$314.4K1.71%2025-06-30
24Advisory Services Network, LLC9,363$307.8K1.60%2025-12-31
25HBW Advisory Services LLC8,832$277.7K1.51%2025-06-30
26ADVISOR GROUP HOLDINGS, INC.7,927$260.6K1.35%2025-12-31
27Prasad Wealth Partners, LLC7,625$250.7K1.30%2025-12-31
28Buck Wealth Strategies, LLC7,180$236.0K1.23%2025-12-31
29VICTORY FINANCIAL GROUP, LLC7,127$234.3K1.22%2025-12-31
30Geneos Wealth Management Inc.6,240$205.1K1.06%2025-12-31
31PKS Advisory Services, LLC6,235$205.0K1.06%2025-12-31
32BARCLAYS PLC4,748$149.3K0.81%2025-12-31
33PRINCIPAL SECURITIES, INC.2,100$67.6K0.35%2025-09-30
34HARBOUR INVESTMENTS, INC.1,226$40.3K0.21%2025-12-31
35Capital Investment Advisory Services, LLC800$26.3K0.13%2025-12-31
36Triumph Capital Management750$24.7K0.12%2025-12-31
37Integrity Financial Corp /WA458$15.1K0.07%2025-12-31
38Creekmur Asset Management LLC341$11.0K0.05%2025-09-30
39Bernard Wealth Management Corp.305$10.0K0.05%2025-12-31
40DHJJ Financial Advisors, Ltd.265$8.7K0.04%2025-12-31
41UBS Group AG100$3.0K0.01%2025-03-31
42PARK AVENUE SECURITIES LLC22,083$7263.78%2025-12-31
43Farther Finance Advisors, LLC19$6250.00%2025-12-31
44CWM, LLC8,471$2781.45%2025-12-31
45Cambridge Investment Research Advisors, Inc.7,069$2161.21%2024-12-31
46Capital Analysts, LLC1,474$480.25%2025-12-31
47NBC SECURITIES, INC.1,190$360.20%2025-03-31
48CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2025-06-30