Sponsored

The Analysis of Concorde Asset Management, LLC's Holdings & P&L

Currently, Concorde Asset Management, LLC holds 207 types of securities in its portfolio with a total value $204.0M. In the most recent quarter, they have increased their positions in GRID (+22.3K shares, valued at $3.6M), FTSL (+73.2K shares, valued at $3.3M), N/A (+65.1K shares, valued at $1.6M); decreased their positions in FTSM (-66.8K shares, valued at $4.0M), SPMO (-26.7K shares, valued at $3.0M), IWY (-8.2K shares, valued at $2.0M); initiated new positions in FTSL (+73.2K shares, valued at $3.3M), N/A (+65.1K shares, valued at $1.6M), XSMO (+19.2K shares, valued at $1.5M).

1M P&L

-893.6K-0.46%

3M P&L

+6.0M+3.22%

HY P&L

+11.2M+6.20%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A146.2M

76.6%

2Semiconductors5.4M

2.8%

3Asset Management3.2M

1.7%

Top Industries by Stock Count

1N/A109 stocks

56.5%

2Asset Management7 stocks

3.6%

3Drug Manufacturers - General6 stocks

3.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR20.9K shares1.07%2026-03-312026-06-01

INVESCO QQQ TR INVESCO QQQ TR11.6K shares-11.36%2026-03-312026-06-01

SPMO INVESCO EXCH TRADED FD TR II53.3K shares-33.41%2026-03-312026-06-01

SPY STATE STR SPDR S&P 500 ETF T8.8K shares-11.84%2026-03-312026-06-01

BUFR FIRST TR EXCHNG TRADED FD VI150.7K shares-20.97%2026-03-312026-06-01

NVDA NVIDIA CORPORATION28.5K shares-25.25%2026-03-312026-06-01

IUSB ISHARES TR102.5K shares1.23%2026-03-312026-06-01

IVW ISHARES TR40.8K shares-2.83%2026-03-312026-06-01

Sponsored

TDIV FIRST TR EXCHANGE TRADED FD48.4K shares-13.32%2026-03-312026-06-01

AIRR FIRST TR EXCHANGE TRADED FD40.4K shares-6.38%2026-03-312026-06-01

BUFQ FIRST TR EXCHNG TRADED FD VI126.0K shares-26.85%2026-03-312026-06-01

GRID FIRST TR EXCHANGE-TRADED FD24.8K shares867.10%2026-03-312026-06-01

IWY ISHARES TR16.2K shares-33.68%2026-03-312026-06-01

DYNF BLACKROCK ETF TRUST66.5K shares-0.39%2026-03-312026-06-01

QUAL ISHARES TR19.7K shares-1.39%2026-03-312026-06-01

FTSL FIRST TR EXCHANGE-TRADED FD73.2K sharesnew addition2026-03-312026-06-01

Sponsored

EFG ISHARES TR27.6K shares6.24%2026-03-312026-06-01

AAPL APPLE INC12.0K shares-21.32%2026-03-312026-06-01

CIBR FIRST TR EXCHANGE-TRADED FD47.9K shares-35.63%2026-03-312026-06-01

SKYY FIRST TR EXCHANGE-TRADED FD27.3K shares-15.48%2026-03-312026-06-01

IVE ISHARES TR13.6K shares-9.72%2026-03-312026-06-01

SFLR INNOVATOR ETFS TRUST77.9K shares-11.13%2026-03-312026-06-01

RDVY FIRST TR EXCHANGE TRADED FD37.3K shares-16.81%2026-03-312026-06-01

MISL FIRST TR EXCHANGE-TRADED FD56.4K shares-9.22%2026-03-312026-06-01

Sponsored

FDD FIRST TR EXCHANGE-TRADED FD137.4K shares-11.76%2026-03-312026-06-01

IEMG ISHARES INC31.8K shares-8.45%2026-03-312026-06-01

IYW ISHARES TR11.8K shares-8.91%2026-03-312026-06-01

FTSM FIRST TR EXCHANGE-TRADED FD34.5K shares-65.91%2026-03-312026-06-01

EFV ISHARES TR27.5K shares-3.47%2026-03-312026-06-01

FJP FIRST TR EXCH TRD ALPHDX FD26.4K shares4.29%2026-03-312026-06-01

FAN FIRST TR EXCHANGE-TRADED FD68.4K shares-20.04%2026-03-312026-06-01

FTS FORTIS INC29.0K shares0.00%2026-03-312026-06-01

Sponsored

EA SERIES TRUST EA SERIES TRUST65.1K sharesnew addition2026-03-312026-06-01

VRT VERTIV HOLDINGS CO6.3K shares-50.59%2026-03-312026-06-01

MBB ISHARES TR16.0K shares-0.99%2026-03-312026-06-01

XSMO INVESCO EXCHANGE TRADED FD T19.2K sharesnew addition2026-03-312026-06-01

NXDT NEXPOINT DIVERSIFIED REL ET300.3K shares-0.32%2026-03-312026-06-01

MSFT MICROSOFT CORP3.6K shares-36.79%2026-03-312026-06-01

PLTR PALANTIR TECHNOLOGIES INC9.0K shares-56.69%2026-03-312026-06-01

FTLS FIRST TR EXCH TRADED FD III18.2K shares-4.94%2026-03-312026-06-01

Sponsored

FTCB FIRST TR EXCHANGE-TRADED FD58.7K shares-22.73%2026-03-312026-06-01

EMXC ISHARES INC14.5K shares-2.37%2026-03-312026-06-01

NEA NUVEEN AMT FREE QLTY MUN INC92.0K shares-6.47%2026-03-312026-06-01

XOM EXXON MOBIL CORP5.8K shares-5.09%2026-03-312026-06-01

BINC BLACKROCK ETF TRUST II18.5K shares-11.62%2026-03-312026-06-01

PSEC PROSPECT CAP CORP360.0K shares18.30%2026-03-312026-06-01

GOVT ISHARES TR41.6K shares164.97%2026-03-312026-06-01

HFRO HIGHLAND OPPS & INCOME FD166.2K shares19.17%2026-03-312026-06-01

Sponsored

AMZN AMAZON COM INC4.4K shares-37.32%2026-03-312026-06-01

TSLA TESLA INC2.4K shares-32.30%2026-03-312026-06-01

RVT ROYCE SMALL CAP TRUST INC52.0K shares-3.78%2026-03-312026-06-01

ADX ADAMS DIVERSIFIED EQUITY FD38.9K shares-3.56%2026-03-312026-06-01

CVX CHEVRON CORPORATION4.1K shares-10.39%2026-03-312026-06-01

DPG DUFF & PHELPS UTLITY AND INF57.4K shares-0.17%2026-03-312026-06-01

FTGC FIRST TR EXCHANGE TRAD FD VI28.9K shares5.43%2026-03-312026-06-01

SMH VANECK ETF TRUST2.1K shares2.75%2026-03-312026-06-01

Sponsored

FSCO FS CREDIT OPPORTUNITIES CORP156.7K shares7.94%2026-03-312026-06-01

JPM JPMORGAN CHASE & CO2.6K shares-17.65%2026-03-312026-06-01

GLD SPDR GOLD TR1.8K shares1.82%2026-03-312026-06-01

JNJ JOHNSON & JOHNSON3.1K shares-18.89%2026-03-312026-06-01

TYG TORTOISE ENERGY INFRSTRCTR C15.1K shares-0.09%2026-03-312026-06-01

ALPHABET INC ALPHABET INC2.6K shares-38.60%2026-03-312026-06-01

NBXG NEUBERGER NEXT GENERATION55.4K shares-4.15%2026-03-312026-06-01

TLH ISHARES TR6.8K shares-14.70%2026-03-312026-06-01

Sponsored

ALHC ALIGNMENT HEALTHCARE INC38.1K shares0.00%2026-03-312026-06-01

MPTI M-TRON INDS INC10.0K shares-50.15%2026-03-312026-06-01

VANGUARD INDEX FDS VANGUARD INDEX FDS1.1K shares-14.85%2026-03-312026-06-01

GNL GLOBAL NET LEASE INC69.9K shares-6.05%2026-03-312026-06-01

MPW MEDICAL PROPERTIES TRUST INC137.7K shares0.86%2026-03-312026-06-01

KYN KAYNE ANDERSON ENERGY INFRST45.0K shares-1.12%2026-03-312026-06-01

FSK FS KKR CAP CORP62.9K shares1.04%2026-03-312026-06-01

BROADCOM INC BROADCOM INC2.1K shares-20.46%2026-03-312026-06-01

Sponsored

VKQ INVESCO MUNICIPAL TRUST64.0K shares-21.76%2026-03-312026-06-01

NAD NUVEEN QUALITY MUNCP INCOME51.6K shares-16.87%2026-03-312026-06-01

NFLX NETFLIX INC.6.2K shares-39.88%2026-03-312026-06-01

HEFA ISHARES TR13.9K shares-1.38%2026-03-312026-06-01

IEFA ISHARES TR6.5K shares-28.03%2026-03-312026-06-01

LLY ELI LILLY & CO635 shares-28.65%2026-03-312026-06-01

IAGG ISHARES TR11.5K shares4.12%2026-03-312026-06-01

WIW WESTERN AST INFL LKD OPP & I68.0K shares23.17%2026-03-312026-06-01

Sponsored

SN SHARKNINJA INC5.4K shares-54.67%2026-03-312026-06-01

ABBV ABBVIE INC2.6K shares-7.24%2026-03-312026-06-01

COST COSTCO WHOLESALE CORPORATION558 shares-32.20%2026-03-312026-06-01

SPYG SPDR SERIES TRUST5.6K shares-8.23%2026-03-312026-06-01

BDJ BLACKROCK ENHANCED EQUITY DI62.2K shares-5.88%2026-03-312026-06-01

OEF ISHARES TR1.7K shares-20.59%2026-03-312026-06-01

TJX TJX COS INC NEW3.3K shares-2.46%2026-03-312026-06-01

MTUM ISHARES TR2.1K shares-2.01%2026-03-312026-06-01

Sponsored

MQY BLACKROCK MUNIYILD QULT FD I45.5K sharesnew addition2026-03-312026-06-01

ITA ISHARES TR2.3K shares-5.10%2026-03-312026-06-01

JLS NUVEEN MORTGAGE AND INCOME F27.1K shares18.51%2026-03-312026-06-01

CAT CATERPILLAR INC685 shares-19.41%2026-03-312026-06-01

VMO INVESCO MUN OPPORTUNIT TR49.9K shares-21.58%2026-03-312026-06-01

NRO NEUBERGER R/EST SECS INC FD160.3K shares-2.79%2026-03-312026-06-01

MAGS LISTED FDS TR7.8K shares-1.63%2026-03-312026-06-01

NPFD NUVEEN VRIABL RAT PFD & INM24.4K shares-6.51%2026-03-312026-06-01

Sponsored

ARISTA NETWORKS INC ARISTA NETWORKS INC3.6K shares-46.55%2026-03-312026-06-01

BE BLOOM ENERGY CORP3.2K shares6.03%2026-03-312026-06-01

UBER UBER TECHNOLOGIES INC6.0K shares-51.73%2026-03-312026-06-01

MO ALTRIA GROUP INC6.4K shares8.07%2026-03-312026-06-01

OKE ONEOK INC NEW4.7K shares-5.49%2026-03-312026-06-01

GBIL GOLDMAN SACHS ETF TR4.2K shares-10.11%2026-03-312026-06-01

DECK DECKERS OUTDOOR CORP4.2K shares-40.47%2026-03-312026-06-01

BABA ALIBABA GROUP HLDG LTD3.3K shares-47.48%2026-03-312026-06-01

Sponsored

VLO VALERO ENERGY CORP1.7K shares-3.02%2026-03-312026-06-01

TLT ISHARES TR4.6K shares-9.88%2026-03-312026-06-01

BAI BLACKROCK ETF TRUST12.0K shares5.83%2026-03-312026-06-01

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL815 shares-48.42%2026-03-312026-06-01

DSL DOUBLELINE INCOME SOLUTIONS35.8K shares7.83%2026-03-312026-06-01

EMO CLEARBRIDGE ENERGY MIDSTREAM7.3K shares14.67%2026-03-312026-06-01

TPZ TORTOISE CAPITAL SERIES TRUS17.5K shares-3.84%2026-03-312026-06-01

VEA VANGUARD TAX-MANAGED FDS6.0K shares-21.64%2026-03-312026-06-01

Sponsored

BLUEROCK PVT REAL ESTATE FD BLUEROCK PVT REAL ESTATE FD22.8K sharesnew addition2026-03-312026-06-01

VIS VANGUARD WORLD FD1.2K shares-45.50%2026-03-312026-06-01

JEPQ J P MORGAN EXCHANGE TRADED F6.4K shares-35.01%2026-03-312026-06-01

THRO BLACKROCK ETF TRUST9.8K shares0.47%2026-03-312026-06-01

IFRA ISHARES TR6.2K shares-5.46%2026-03-312026-06-01

PFLD ETF SER SOLUTIONS17.8K shares3.19%2026-03-312026-06-01

LPLA LPL FINL HLDGS INC1.1K shares-50.76%2026-03-312026-06-01

TGT TARGET CORP2.8K shares0.51%2026-03-312026-06-01

Sponsored

USB US BANCORP6.3K shares-0.94%2026-03-312026-06-01

META META PLATFORMS INC579 shares-53.00%2026-03-312026-06-01

XLF SELECT SECTOR SPDR TR6.7K shares36.65%2026-03-312026-06-01

SYSB ISHARES TR3.7K shares42.44%2026-03-312026-06-01

RLTY COHEN & STEERS REAL ESTATE O22.4K shares-7.45%2026-03-312026-06-01

SBI WESTERN ASSET INTER MUNI42.0K shares-25.23%2026-03-312026-06-01

SHEL SHELL PLC3.4K shares-16.88%2026-03-312026-06-01

DE DEERE & CO564 shares-1.57%2026-03-312026-06-01

Sponsored

VZ VERIZON COMMUNICATIONS INC6.3K shares-11.43%2026-03-312026-06-01

MGV VANGUARD WORLD FD2.2K shares0.55%2026-03-312026-06-01

NREF NEXPOINT REAL ESTATE FIN INC23.4K shares0.43%2026-03-312026-06-01

CRWD CROWDSTRIKE HLDGS INC793 shares-53.92%2026-03-312026-06-01

VNLA JANUS DETROIT STR TR6.3K shares-2.75%2026-03-312026-06-01

CSCO CISCO SYS INC4.0K shares-11.60%2026-03-312026-06-01

ISHARES GOLD TR ISHARES GOLD TR3.5K shares-27.12%2026-03-312026-06-01

SPHY SPDR SERIES TRUST13.0K shares-60.26%2026-03-312026-06-01

Sponsored

KMI KINDER MORGAN INC DEL9.0K shares-1.28%2026-03-312026-06-01

AMGN AMGEN INC837 shares-9.71%2026-03-312026-06-01

VUG VANGUARD INDEX FDS674 shares-20.14%2026-03-312026-06-01

LNC LINCOLN NATL CORP IND8.3K sharesnew addition2026-03-312026-06-01

PM PHILIP MORRIS INTL INC1.7K shares-5.21%2026-03-312026-06-01

DGRO ISHARES TR4.1K shares-23.13%2026-03-312026-06-01

HEDJ WISDOMTREE TR5.5K shares0.00%2026-03-312026-06-01

TBUX T ROWE PRICE ETF INC5.8K shares-12.12%2026-03-312026-06-01

Sponsored

UPS UNITED PARCEL SVCS INC2.9K shares1.28%2026-03-312026-06-01

GSY INVESCO ACTIVELY MANAGED EXC5.7K shares-11.26%2026-03-312026-06-01

HD HOME DEPOT INC861 shares-4.86%2026-03-312026-06-01

JEPI J P MORGAN EXCHANGE TRADED F5.0K shares-67.98%2026-03-312026-06-01

VTEB VANGUARD MUN BD FDS5.6K shares-23.04%2026-03-312026-06-01

BNDX VANGUARD CHARLOTTE FDS5.8K shares-9.75%2026-03-312026-06-01

KO COCA COLA CO3.6K shares-6.12%2026-03-312026-06-01

APP APPLOVIN CORP688 shares-35.52%2026-03-312026-06-01

Sponsored

BIL SPDR SERIES TRUST3.0K shares-2.29%2026-03-312026-06-01

WMB WILLIAMS COS INC3.7K sharesnew addition2026-03-312026-06-01

ICSH ISHARES TR5.3K shares24.26%2026-03-312026-06-01

WELL WELLTOWER INC1.4K shares-5.40%2026-03-312026-06-01

CMI CUMMINS INC501 shares-5.65%2026-03-312026-06-01

IWM ISHARES TR1.1K shares-3.98%2026-03-312026-06-01

TOTALENERGIES SE TOTALENERGIES SE2.9K shares-37.60%2026-03-312026-06-01

SIRIUSXM HOLDINGS INC SIRIUSXM HOLDINGS INC11.5K shares-0.56%2026-03-312026-06-01

Sponsored

SOFI SOFI TECHNOLOGIES INC16.7K shares-42.06%2026-03-312026-06-01

BIRK BIRKENSTOCK HOLDING PLC7.3K shares-45.60%2026-03-312026-06-01

ASGI ABRDN GLOBAL INFRA INCOME FU11.7K shares-0.85%2026-03-312026-06-01

ALPHABET INC ALPHABET INC880 shares-31.78%2026-03-312026-06-01

AMD ADVANCED MICRO DEVICES INC1.2K shares-7.73%2026-03-312026-06-01

TROW PRICE T ROWE GROUP INC2.7K shares3.88%2026-03-312026-06-01

CEG CONSTELLATION ENERGY CORP880 shares-2.22%2026-03-312026-06-01

ENB ENBRIDGE INC4.5K shares0.29%2026-03-312026-06-01

Sponsored

PFE PFIZER INC8.5K sharesnew addition2026-03-312026-06-01

GILD GILEAD SCIENCES INC1.7K shares-11.88%2026-03-312026-06-01

DOCU DOCUSIGN INC4.9K shares-52.94%2026-03-312026-06-01

KEYS KEYSIGHT TECHNOLOGIES INC824 sharesnew addition2026-03-312026-06-01

JPIE J P MORGAN EXCHANGE TRADED F5.0K shares-46.43%2026-03-312026-06-01

IONQ IONQ INC8.0K shares-38.41%2026-03-312026-06-01

WEC ENERGY GROUP INC WEC ENERGY GROUP INC2.0K shares-2.13%2026-03-312026-06-01

FERMI INC FERMI INC38.6K shares154.85%2026-03-312026-06-01

Sponsored

AGG ISHARES TR2.3K shares-16.73%2026-03-312026-06-01

PKST PEAKSTONE REALTY TRUST10.8K shares-73.85%2026-03-312026-06-01

DFSD DIMENSIONAL ETF TRUST4.6K shares-6.97%2026-03-312026-06-01

BA BOEING CO1.1K shares-27.25%2026-03-312026-06-01

VCIT VANGUARD SCOTTSDALE FDS2.6K shares-22.06%2026-03-312026-06-01

NEE NEXTERA ENERGY INC2.3K sharesnew addition2026-03-312026-06-01

DFCF DIMENSIONAL ETF TRUST5.1K shares-11.11%2026-03-312026-06-01

LITE LUMENTUM HLDGS INC302 sharesnew addition2026-03-312026-06-01

Sponsored

SOUN SOUNDHOUND AI INC30.9K shares-37.93%2026-03-312026-06-01

V VISA INC700 shares-12.72%2026-03-312026-06-01

SLV ISHARES SILVER TR3.1K shares-40.12%2026-03-312026-06-01

INTC INTEL CORP4.7K shares-66.27%2026-03-312026-06-01

IOO ISHARES TR1.7K shares-0.58%2026-03-312026-06-01

VTI VANGUARD INDEX FDS646 shares-18.23%2026-03-312026-06-01

RTX RTX CORPORATION1.1K shares-17.11%2026-03-312026-06-01

HQH ABRDN HEALTHCARE INVESTORS11.5K shares6.25%2026-03-312026-06-01

Sponsored

ABT ABBOTT LABORATORIES2.0K shares-1.53%2026-03-312026-06-01

IRT INDEPENDENCE RLTY TR INC12.5K shares-45.07%2026-03-312026-06-01

ACHR ARCHER AVIATION INC35.5K shares0.03%2026-03-312026-06-01

BCX BLACKROCK RES & COMMODITIES14.7K sharesnew addition2026-03-312026-06-01

OBDC BLUE OWL CAPITAL CORPORATION13.7K sharesnew addition2026-03-312026-06-01

MKZR MACKENZIE RLTY CAP INC38.3K shares40.42%2026-03-312026-06-01

SMR NUSCALE PWR CORP12.4K shares9.84%2026-03-312026-06-01

FBRT FRANKLIN BSP RLTY TR INC15.3K shares-6.71%2026-03-312026-06-01

Sponsored

JPC NUVEEN PFD & INCOME OPPORTUN15.7K shares-14.93%2026-03-312026-06-01

BEEP MOBILE INFRASTRUCTURE CORP46.7K shares-5.97%2026-03-312026-06-01

XRPI VOLATILITY SHS TR13.3K shares30.69%2026-03-312026-06-01

CEV EATON VANCE CALIF MUN INCOM10.0K shares0.00%2026-03-312026-06-01

USA LIBERTY ALL STAR EQUITY FD14.8K shares-29.75%2026-03-312026-06-01

MSOS ADVISORSHARES TR20.3K shares-27.58%2026-03-312026-06-01

OFS OFS CAP CORP18.1K sharesnew addition2026-03-312026-06-01

IVV

ISHARES TR

1.07%

Shares20.9K

Event2026-03-31

Filed2026-06-01

INVESCO QQQ TR

-11.36%

Shares11.6K

Event2026-03-31

Filed2026-06-01

SPMO

INVESCO EXCH TRADED FD TR II

-33.41%

Shares53.3K

Event2026-03-31

Filed2026-06-01

SPY

STATE STR SPDR S&P 500 ETF T

-11.84%

Shares8.8K

Event2026-03-31

Filed2026-06-01

BUFR

FIRST TR EXCHNG TRADED FD VI

-20.97%

Shares150.7K

Event2026-03-31

Filed2026-06-01

NVDA

NVIDIA CORPORATION

-25.25%

Shares28.5K

Event2026-03-31

Filed2026-06-01

IUSB

ISHARES TR

1.23%

Shares102.5K

Event2026-03-31

Filed2026-06-01

IVW

ISHARES TR

-2.83%

Shares40.8K

Event2026-03-31

Filed2026-06-01

TDIV

FIRST TR EXCHANGE TRADED FD

-13.32%

Shares48.4K

Event2026-03-31

Filed2026-06-01

AIRR

FIRST TR EXCHANGE TRADED FD

-6.38%

Shares40.4K

Event2026-03-31

Filed2026-06-01

BUFQ

FIRST TR EXCHNG TRADED FD VI

-26.85%

Shares126.0K

Event2026-03-31

Filed2026-06-01

GRID

FIRST TR EXCHANGE-TRADED FD

867.10%

Shares24.8K

Event2026-03-31

Filed2026-06-01

IWY

ISHARES TR

-33.68%

Shares16.2K

Event2026-03-31

Filed2026-06-01

DYNF

BLACKROCK ETF TRUST

-0.39%

Shares66.5K

Event2026-03-31

Filed2026-06-01

QUAL

ISHARES TR

-1.39%

Shares19.7K

Event2026-03-31

Filed2026-06-01

FTSL

FIRST TR EXCHANGE-TRADED FD

New

Shares73.2K

Event2026-03-31

Filed2026-06-01

EFG

ISHARES TR

6.24%

Shares27.6K

Event2026-03-31

Filed2026-06-01

AAPL

APPLE INC

-21.32%

Shares12.0K

Event2026-03-31

Filed2026-06-01

CIBR

FIRST TR EXCHANGE-TRADED FD

-35.63%

Shares47.9K

Event2026-03-31

Filed2026-06-01

SKYY

FIRST TR EXCHANGE-TRADED FD

-15.48%

Shares27.3K

Event2026-03-31

Filed2026-06-01

IVE

ISHARES TR

-9.72%

Shares13.6K

Event2026-03-31

Filed2026-06-01

SFLR

INNOVATOR ETFS TRUST

-11.13%

Shares77.9K

Event2026-03-31

Filed2026-06-01

RDVY

FIRST TR EXCHANGE TRADED FD

-16.81%

Shares37.3K

Event2026-03-31

Filed2026-06-01

MISL

FIRST TR EXCHANGE-TRADED FD

-9.22%

Shares56.4K

Event2026-03-31

Filed2026-06-01

FDD

FIRST TR EXCHANGE-TRADED FD

-11.76%

Shares137.4K

Event2026-03-31

Filed2026-06-01

IEMG

ISHARES INC

-8.45%

Shares31.8K

Event2026-03-31

Filed2026-06-01

IYW

ISHARES TR

-8.91%

Shares11.8K

Event2026-03-31

Filed2026-06-01

FTSM

FIRST TR EXCHANGE-TRADED FD

-65.91%

Shares34.5K

Event2026-03-31

Filed2026-06-01

EFV

ISHARES TR

-3.47%

Shares27.5K

Event2026-03-31

Filed2026-06-01

FJP

FIRST TR EXCH TRD ALPHDX FD

4.29%

Shares26.4K

Event2026-03-31

Filed2026-06-01

FAN

FIRST TR EXCHANGE-TRADED FD

-20.04%

Shares68.4K

Event2026-03-31

Filed2026-06-01

FTS

FORTIS INC

0.00%

Shares29.0K

Event2026-03-31

Filed2026-06-01

EA SERIES TRUST

New

Shares65.1K

Event2026-03-31

Filed2026-06-01

VRT

VERTIV HOLDINGS CO

-50.59%

Shares6.3K

Event2026-03-31

Filed2026-06-01

MBB

ISHARES TR

-0.99%

Shares16.0K

Event2026-03-31

Filed2026-06-01

XSMO

INVESCO EXCHANGE TRADED FD T

New

Shares19.2K

Event2026-03-31

Filed2026-06-01

NXDT

NEXPOINT DIVERSIFIED REL ET

-0.32%

Shares300.3K

Event2026-03-31

Filed2026-06-01

MSFT

MICROSOFT CORP

-36.79%

Shares3.6K

Event2026-03-31

Filed2026-06-01

PLTR

PALANTIR TECHNOLOGIES INC

-56.69%

Shares9.0K

Event2026-03-31

Filed2026-06-01

FTLS

FIRST TR EXCH TRADED FD III

-4.94%

Shares18.2K

Event2026-03-31

Filed2026-06-01

FTCB

FIRST TR EXCHANGE-TRADED FD

-22.73%

Shares58.7K

Event2026-03-31

Filed2026-06-01

EMXC

ISHARES INC

-2.37%

Shares14.5K

Event2026-03-31

Filed2026-06-01

NEA

NUVEEN AMT FREE QLTY MUN INC

-6.47%

Shares92.0K

Event2026-03-31

Filed2026-06-01

XOM

EXXON MOBIL CORP

-5.09%

Shares5.8K

Event2026-03-31

Filed2026-06-01

BINC

BLACKROCK ETF TRUST II

-11.62%

Shares18.5K

Event2026-03-31

Filed2026-06-01

PSEC

PROSPECT CAP CORP

18.30%

Shares360.0K

Event2026-03-31

Filed2026-06-01

GOVT

ISHARES TR

164.97%

Shares41.6K

Event2026-03-31

Filed2026-06-01

HFRO

HIGHLAND OPPS & INCOME FD

19.17%

Shares166.2K

Event2026-03-31

Filed2026-06-01

AMZN

AMAZON COM INC

-37.32%

Shares4.4K

Event2026-03-31

Filed2026-06-01

TSLA

TESLA INC

-32.30%

Shares2.4K

Event2026-03-31

Filed2026-06-01

RVT

ROYCE SMALL CAP TRUST INC

-3.78%

Shares52.0K

Event2026-03-31

Filed2026-06-01

ADX

ADAMS DIVERSIFIED EQUITY FD

-3.56%

Shares38.9K

Event2026-03-31

Filed2026-06-01

CVX

CHEVRON CORPORATION

-10.39%

Shares4.1K

Event2026-03-31

Filed2026-06-01

DPG

DUFF & PHELPS UTLITY AND INF

-0.17%

Shares57.4K

Event2026-03-31

Filed2026-06-01

FTGC

FIRST TR EXCHANGE TRAD FD VI

5.43%

Shares28.9K

Event2026-03-31

Filed2026-06-01

SMH

VANECK ETF TRUST

2.75%

Shares2.1K

Event2026-03-31

Filed2026-06-01

FSCO

FS CREDIT OPPORTUNITIES CORP

7.94%

Shares156.7K

Event2026-03-31

Filed2026-06-01

JPM

JPMORGAN CHASE & CO

-17.65%

Shares2.6K

Event2026-03-31

Filed2026-06-01

GLD

SPDR GOLD TR

1.82%

Shares1.8K

Event2026-03-31

Filed2026-06-01

JNJ

JOHNSON & JOHNSON

-18.89%

Shares3.1K

Event2026-03-31

Filed2026-06-01

TYG

TORTOISE ENERGY INFRSTRCTR C

-0.09%

Shares15.1K

Event2026-03-31

Filed2026-06-01

ALPHABET INC

-38.60%

Shares2.6K

Event2026-03-31

Filed2026-06-01

NBXG

NEUBERGER NEXT GENERATION

-4.15%

Shares55.4K

Event2026-03-31

Filed2026-06-01

TLH

ISHARES TR

-14.70%

Shares6.8K

Event2026-03-31

Filed2026-06-01

ALHC

ALIGNMENT HEALTHCARE INC

0.00%

Shares38.1K

Event2026-03-31

Filed2026-06-01

MPTI

M-TRON INDS INC

-50.15%

Shares10.0K

Event2026-03-31

Filed2026-06-01

VANGUARD INDEX FDS

-14.85%

Shares1.1K

Event2026-03-31

Filed2026-06-01

GNL

GLOBAL NET LEASE INC

-6.05%

Shares69.9K

Event2026-03-31

Filed2026-06-01

MPW

MEDICAL PROPERTIES TRUST INC

0.86%

Shares137.7K

Event2026-03-31

Filed2026-06-01

KYN

KAYNE ANDERSON ENERGY INFRST

-1.12%

Shares45.0K

Event2026-03-31

Filed2026-06-01

FSK

FS KKR CAP CORP

1.04%

Shares62.9K

Event2026-03-31

Filed2026-06-01

BROADCOM INC

-20.46%

Shares2.1K

Event2026-03-31

Filed2026-06-01

VKQ

INVESCO MUNICIPAL TRUST

-21.76%

Shares64.0K

Event2026-03-31

Filed2026-06-01

NAD

NUVEEN QUALITY MUNCP INCOME

-16.87%

Shares51.6K

Event2026-03-31

Filed2026-06-01

NFLX

NETFLIX INC.

-39.88%

Shares6.2K

Event2026-03-31

Filed2026-06-01

HEFA

ISHARES TR

-1.38%

Shares13.9K

Event2026-03-31

Filed2026-06-01

IEFA

ISHARES TR

-28.03%

Shares6.5K

Event2026-03-31

Filed2026-06-01

LLY

ELI LILLY & CO

-28.65%

Shares635

Event2026-03-31

Filed2026-06-01

IAGG

ISHARES TR

4.12%

Shares11.5K

Event2026-03-31

Filed2026-06-01

WIW

WESTERN AST INFL LKD OPP & I

23.17%

Shares68.0K

Event2026-03-31

Filed2026-06-01

SHARKNINJA INC

-54.67%

Shares5.4K

Event2026-03-31

Filed2026-06-01

ABBV

ABBVIE INC

-7.24%

Shares2.6K

Event2026-03-31

Filed2026-06-01

COST

COSTCO WHOLESALE CORPORATION

-32.20%

Shares558

Event2026-03-31

Filed2026-06-01

SPYG

SPDR SERIES TRUST

-8.23%

Shares5.6K

Event2026-03-31

Filed2026-06-01

BDJ

BLACKROCK ENHANCED EQUITY DI

-5.88%

Shares62.2K

Event2026-03-31

Filed2026-06-01

OEF

ISHARES TR

-20.59%

Shares1.7K

Event2026-03-31

Filed2026-06-01

TJX

TJX COS INC NEW

-2.46%

Shares3.3K

Event2026-03-31

Filed2026-06-01

MTUM

ISHARES TR

-2.01%

Shares2.1K

Event2026-03-31

Filed2026-06-01

MQY

BLACKROCK MUNIYILD QULT FD I

New

Shares45.5K

Event2026-03-31

Filed2026-06-01

ITA

ISHARES TR

-5.10%

Shares2.3K

Event2026-03-31

Filed2026-06-01

JLS

NUVEEN MORTGAGE AND INCOME F

18.51%

Shares27.1K

Event2026-03-31

Filed2026-06-01

CAT

CATERPILLAR INC

-19.41%

Shares685

Event2026-03-31

Filed2026-06-01

VMO

INVESCO MUN OPPORTUNIT TR

-21.58%

Shares49.9K

Event2026-03-31

Filed2026-06-01

NRO

NEUBERGER R/EST SECS INC FD

-2.79%

Shares160.3K

Event2026-03-31

Filed2026-06-01

MAGS

LISTED FDS TR

-1.63%

Shares7.8K

Event2026-03-31

Filed2026-06-01

NPFD

NUVEEN VRIABL RAT PFD & INM

-6.51%

Shares24.4K

Event2026-03-31

Filed2026-06-01

ARISTA NETWORKS INC

-46.55%

Shares3.6K

Event2026-03-31

Filed2026-06-01

BLOOM ENERGY CORP

6.03%

Shares3.2K

Event2026-03-31

Filed2026-06-01

UBER

UBER TECHNOLOGIES INC

-51.73%

Shares6.0K

Event2026-03-31

Filed2026-06-01

ALTRIA GROUP INC

8.07%

Shares6.4K

Event2026-03-31

Filed2026-06-01

OKE

ONEOK INC NEW

-5.49%

Shares4.7K

Event2026-03-31

Filed2026-06-01

GBIL

GOLDMAN SACHS ETF TR

-10.11%

Shares4.2K

Event2026-03-31

Filed2026-06-01

DECK

DECKERS OUTDOOR CORP

-40.47%

Shares4.2K

Event2026-03-31

Filed2026-06-01

BABA

ALIBABA GROUP HLDG LTD

-47.48%

Shares3.3K

Event2026-03-31

Filed2026-06-01

VLO

VALERO ENERGY CORP

-3.02%

Shares1.7K

Event2026-03-31

Filed2026-06-01

TLT

ISHARES TR

-9.88%

Shares4.6K

Event2026-03-31

Filed2026-06-01

BAI

BLACKROCK ETF TRUST

5.83%

Shares12.0K

Event2026-03-31

Filed2026-06-01

BERKSHIRE HATHAWAY INC DEL

-48.42%

Shares815

Event2026-03-31

Filed2026-06-01

DSL

DOUBLELINE INCOME SOLUTIONS

7.83%

Shares35.8K

Event2026-03-31

Filed2026-06-01

EMO

CLEARBRIDGE ENERGY MIDSTREAM

14.67%

Shares7.3K

Event2026-03-31

Filed2026-06-01

TPZ

TORTOISE CAPITAL SERIES TRUS

-3.84%

Shares17.5K

Event2026-03-31

Filed2026-06-01

VEA

VANGUARD TAX-MANAGED FDS

-21.64%

Shares6.0K

Event2026-03-31

Filed2026-06-01

BLUEROCK PVT REAL ESTATE FD

New

Shares22.8K

Event2026-03-31

Filed2026-06-01

VIS

VANGUARD WORLD FD

-45.50%

Shares1.2K

Event2026-03-31

Filed2026-06-01

JEPQ

J P MORGAN EXCHANGE TRADED F

-35.01%

Shares6.4K

Event2026-03-31

Filed2026-06-01

THRO

BLACKROCK ETF TRUST

0.47%

Shares9.8K

Event2026-03-31

Filed2026-06-01

IFRA

ISHARES TR

-5.46%

Shares6.2K

Event2026-03-31

Filed2026-06-01

PFLD

ETF SER SOLUTIONS

3.19%

Shares17.8K

Event2026-03-31

Filed2026-06-01

LPLA

LPL FINL HLDGS INC

-50.76%

Shares1.1K

Event2026-03-31

Filed2026-06-01

TGT

TARGET CORP

0.51%

Shares2.8K

Event2026-03-31

Filed2026-06-01

USB

US BANCORP

-0.94%

Shares6.3K

Event2026-03-31

Filed2026-06-01