Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
LAZARD ASSET MANAGEMENT LLC | 38 | 38 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2022 | 38 |
BANK OF AMERICA CORP /DE/ | 38 | 38 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2022 | 38 |
ROYAL BANK OF CANADA | 38 | 38 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2022 | 38 |
WELLS FARGO & COMPANY/MN | 38 | 38 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2022 | 38 |
MORGAN STANLEY | 38 | 38 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2022 | 38 |
UBS Group AG | 32 | 32 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2022 | 32 |
Raymond James Financial Services Advisors, Inc. | 15 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2022 | 31 |
1607 Capital Partners, LLC | 30 | 30 | 0.02% | 0.19% | 0.37% | Q1 2014 | Q2 2021 | 30 |
WOLVERINE ASSET MANAGEMENT LLC | 8 | 3 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q2 2022 | 24 |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 12 | 9 | 0.05% | 0.44% | 1.08% | Q1 2014 | Q1 2021 | 21 |
Invesco Ltd. | 19 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2022 | 21 |
Advisors Asset Management, Inc. | 20 | 20 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q1 2018 | 20 |
FIFTH THIRD BANCORP | 19 | 19 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2017 | 19 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 15 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2019 | 19 |
COMMONWEALTH EQUITY SERVICES, LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2022 | 18 |
HOWE & RUSLING INC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2017 | 18 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2022 | 17 |
CORNERSTONE ADVISORS INC | 6 | 1 | 0.03% | 0.08% | 0.17% | Q4 2013 | Q1 2019 | 16 |
First Allied Advisory Services, Inc. | 11 | 4 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q4 2019 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.01% | 0.09% | Q2 2013 | Q4 2016 | 15 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 15 | 15 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q2 2020 | 15 |
Advisor Group, Inc. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2019 | 14 |
CWM, LLC | 10 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2022 | 14 |
Private Advisor Group, LLC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2022 | 14 |
LPL Financial LLC | 8 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2020 | 13 |
CITIGROUP INC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2017 | 13 |
IFP Advisors, Inc | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2018 | 12 |
Gramercy Funds Management LLC | 7 | 1 | 0.08% | 0.28% | 0.89% | Q1 2014 | Q2 2017 | 11 |
Truvestments Capital LLC | 7 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2021 | 11 |
Point View Wealth Management, Inc. | 9 | 1 | 0.09% | 0.13% | 0.15% | Q3 2015 | Q4 2020 | 11 |
Shaker Financial Services, LLC | 7 | 1 | 0.06% | 0.20% | 0.40% | Q2 2013 | Q3 2022 | 11 |
OSAIC HOLDINGS, INC. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2022 | 11 |
WEDBUSH SECURITIES INC | 10 | 10 | 0.03% | 0.04% | 0.04% | Q2 2014 | Q3 2016 | 10 |
Baird Financial Group, Inc. | 8 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2021 | 10 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2015 | 8 |
DOLIVER ADVISORS, LP | 5 | 1 | 0.07% | 0.28% | 0.48% | Q2 2013 | Q2 2018 | 8 |
Commonwealth Equity Services, Inc | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2017 | 7 |
Full Value Advisors, LLC | 7 | 7 | 0.09% | 1.19% | 1.84% | Q4 2007 | Q2 2009 | 7 |
Global Retirement Partners, LLC | 4 | 3 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 7 |
Matisse Capital | 3 | 2 | 0.12% | 0.27% | 0.81% | Q4 2015 | Q2 2020 | 7 |
Parallel Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
PEAPACK GLADSTONE FINANCIAL CORP | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2022 | 7 |
Cambridge Investment Research Advisors, Inc. | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2018 | 7 |
Ancora Advisors LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2020 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Saba Capital Management, L.P. | 3 | 1 | 0.00% | 0.02% | 0.05% | Q1 2020 | Q3 2022 | 6 |
RAYMOND JAMES & ASSOCIATES | 6 | 6 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2014 | 6 |
WFG Advisors, LP | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q3 2015 | 6 |
GEODE CAPITAL MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 5 |
Vanguard Capital Wealth Advisors | 5 | 5 | 0.38% | 0.49% | 0.62% | Q4 2018 | Q4 2019 | 5 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 3 | 1 | 0.01% | 0.02% | 0.03% | Q3 2015 | Q2 2022 | 5 |
Tower Research Capital LLC (TRC) | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2021 | 5 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2018 | 4 |
MML INVESTORS SERVICES, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2018 | 4 |
OneDigital Investment Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2019 | 4 |
HARBOUR INVESTMENTS, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2022 | 4 |
US BANCORP \DE\ | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2017 | 4 |
NewEdge Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
RMB Capital Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q4 2018 | 3 |
Dynamic Advisor Solutions LLC | 3 | 3 | 0.07% | 0.08% | 0.09% | Q2 2017 | Q4 2017 | 3 |
FIRST HAWAIIAN BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
PNC FINANCIAL SERVICES GROUP, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2015 | 3 |
Diversified Trust Co | 3 | 3 | 0.23% | 0.26% | 0.29% | Q2 2013 | Q4 2013 | 3 |
B. Riley Wealth Advisors, Inc. | 3 | 3 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q4 2013 | 3 |
Sowell Financial Services LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 3 |
TFS CAPITAL LLC | 2 | 1 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q1 2014 | 3 |
Creative Planning | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2017 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
AMERIPRISE FINANCIAL INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Camarda Financial Advisors, LLC | 2 | 2 | 0.42% | 1.56% | 2.70% | Q2 2016 | Q3 2016 | 2 |
FNY Investment Advisers, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
NOMURA HOLDINGS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
CLOUGH CAPITAL PARTNERS L P | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2022 | Q3 2022 | 1 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
PANAGORA ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
TFG Advisers LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
WealthShield Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
V Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Eudaimonia Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
AQR Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2012 | Q4 2012 | 1 |
Bank of New York Mellon Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CSS LLC/IL | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
ENVESTNET ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Column Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
FIRST NATIONAL BANK SIOUX FALLS | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2014 | Q2 2014 | 1 |
IFC Holdings Incorporated/FL | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q3 2015 | 1 |
BOOTHBAY FUND MANAGEMENT, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2015 | Q4 2015 | 1 |
Cornerstone Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
Advisor Resource Council | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Rockefeller Capital Management L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
SG Americas Securities, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
American Portfolios Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
FNY Managed Accounts LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
NEXT Financial Group, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Virtu KCG Holdings LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
External links
This page lists all the filers that currently own FIRST TR/ABERDEEN EMERG OPT or have owned FIRST TR/ABERDEEN EMERG OPT in the past.