FIRST TR EXCHANGE TRADED FD shareholder history

Current and past FIRST TR EXCHANGE TRADED FD shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 3920.00%0.00%0.00%Q2 2013Q3 202382
CITIGROUP INC 42420.00%0.00%0.00%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.01%Q2 2013Q3 202342
LPL Financial LLC 42420.00%0.02%0.05%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.01%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.01%0.01%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.01%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 30110.00%0.00%0.00%Q2 2013Q3 202341
RAYMOND JAMES & ASSOCIATES 3190.00%0.01%0.01%Q2 2013Q3 202340
US BANCORP \DE\ 40400.00%0.01%0.03%Q4 2013Q3 202340
OPPENHEIMER & CO INC 2890.01%0.04%0.07%Q2 2013Q3 202337
Tortoise Investment Management, LLC 36360.00%0.00%0.00%Q4 2012Q3 202136
PNC FINANCIAL SERVICES GROUP, INC. 3510.00%0.00%0.00%Q2 2014Q3 202336
UBS Group AG 36360.00%0.01%0.01%Q4 2014Q3 202336
TOCQUEVILLE ASSET MANAGEMENT L.P. 36360.01%0.01%0.02%Q4 2014Q3 202336
Chicago Partners Investment Group LLC 36360.02%0.25%0.46%Q4 2014Q3 202336
Janney Montgomery Scott LLC 2780.00%0.01%0.04%Q3 2013Q3 202335
JPMORGAN CHASE & CO 2590.00%0.00%0.00%Q2 2013Q3 202334
Raymond James Financial Services Advisors, Inc. 3310.00%0.01%0.03%Q2 2013Q3 202334
STIFEL FINANCIAL CORP 2810.00%0.01%0.02%Q1 2014Q3 202334
BENJAMIN F. EDWARDS & COMPANY, INC. 34340.00%0.06%0.15%Q2 2015Q3 202334
Bartlett & Co. LLC 1870.00%0.00%0.00%Q2 2015Q4 202333
COMERICA BANK 3010.00%0.01%0.02%Q4 2014Q3 202333
Geneos Wealth Management Inc. 31310.00%0.00%0.00%Q1 2016Q3 202331
Sigma Planning Corp 3010.01%0.04%0.12%Q4 2014Q3 202331
IFP Advisors, Inc 17140.00%0.00%0.02%Q4 2015Q3 202331
INTERACTIVE FINANCIAL ADVISORS, INC. 30300.17%0.65%1.06%Q2 2016Q3 202330
Financial Enhancement Group LLC 29290.11%0.16%0.25%Q3 2016Q3 202329
Cambridge Investment Research Advisors, Inc. 29290.00%0.02%0.05%Q3 2016Q3 202329
Cornerstone Wealth Management, LLC 2530.04%0.08%0.14%Q3 2016Q3 202328
Winslow, Evans & Crocker, Inc. 28280.00%0.01%0.02%Q1 2014Q4 202028
JANE STREET GROUP, LLC 610.00%0.00%0.01%Q2 2014Q3 202328
WHITTIER TRUST CO 28280.00%0.00%0.00%Q4 2016Q3 202328
Advisory Services Network, LLC 1310.00%0.01%0.03%Q4 2014Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.02%0.14%Q2 2013Q4 201927
ENVESTNET ASSET MANAGEMENT INC 2070.00%0.03%0.20%Q2 2013Q3 202327
AllSquare Wealth Management LLC 2520.00%0.00%0.01%Q4 2016Q3 202327
NEXT Financial Group, Inc 1460.00%0.03%0.20%Q2 2014Q4 202127
D.A. DAVIDSON & CO. 1790.01%0.06%0.15%Q4 2016Q3 202326
MML INVESTORS SERVICES, LLC 26260.01%0.02%0.04%Q2 2017Q3 202326
AlphaMark Advisors, LLC 1630.00%0.00%0.01%Q4 2016Q3 202326
ARTHUR M. COHEN & ASSOCIATES, LLC 1310.08%0.21%0.42%Q3 2014Q3 202326
Stratos Wealth Partners, LTD. 25250.01%0.03%0.06%Q3 2017Q3 202325
Migdal Insurance & Financial Holdings Ltd. 25250.00%0.00%0.01%Q3 2017Q3 202325
COMMONWEALTH EQUITY SERVICES, LLC 24240.01%0.03%0.06%Q4 2017Q3 202324
Acorn Wealth Advisors, LLC 24240.66%0.86%1.09%Q4 2017Q3 202324
Kovack Advisors, Inc. 1680.03%0.15%0.40%Q4 2016Q2 202324
GOLDMAN SACHS GROUP INC 1010.00%0.00%0.00%Q1 2014Q3 202324
Global Retirement Partners, LLC 1670.00%0.02%0.03%Q4 2017Q3 202323
First Allied Advisory Services, Inc. 1480.01%0.02%0.02%Q3 2013Q3 202022
Private Advisor Group, LLC 2110.01%0.03%0.10%Q1 2018Q3 202322
Creative Planning 1130.00%0.00%0.00%Q3 2014Q3 202322
BANK OF MONTREAL /CAN/ 1120.00%0.00%0.00%Q1 2018Q3 202321
LexAurum Advisors, LLC 21210.16%0.43%0.93%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.01%0.01%0.03%Q3 2018Q3 202321
American Portfolios Advisors 20200.00%0.01%0.10%Q4 2017Q3 202220
AdvisorNet Financial, Inc 20200.00%0.00%0.00%Q4 2018Q3 202320
Steward Partners Investment Advisory, LLC 1820.00%0.04%0.09%Q2 2018Q3 202320
Clearwater Capital Advisors, LLC 19190.08%0.89%1.34%Q1 2019Q3 202319
Cetera Advisors LLC 1360.01%0.03%0.08%Q3 2017Q3 202319
FIFTH THIRD BANCORP 1360.00%0.00%0.00%Q2 2016Q3 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
BANK HAPOALIM BM 18180.57%1.45%3.04%Q2 2019Q3 202318
CWM, LLC 1080.00%0.00%0.00%Q1 2019Q3 202318
Confluence Wealth Management LLC 18180.14%0.24%0.41%Q1 2014Q2 201818
Citadel Advisors 310.00%0.00%0.00%Q2 2015Q3 202318
Commonwealth Equity Services, Inc 18180.00%0.01%0.01%Q2 2013Q3 201718
Cedar Brook Financial Partners, LLC 18180.10%0.22%0.28%Q2 2019Q3 202318
Western Wealth Management, LLC 1080.03%0.06%0.10%Q1 2019Q3 202318
MURPHY CAPITAL MANAGEMENT INC 810.02%0.03%0.04%Q3 2013Q4 202117
Archer Investment Corp 17170.00%0.00%0.01%Q3 2019Q3 202317
Hudock, Inc. 17170.01%0.01%0.01%Q3 2018Q3 202217
WFG Advisors, LP 17170.00%0.01%0.03%Q2 2013Q2 201717
JANICZEK WEALTH MANAGEMENT, LLC 17170.00%0.00%0.00%Q2 2018Q2 202217
Cetera Advisor Networks LLC 1010.00%0.01%0.02%Q2 2014Q3 202317
Polianta Ltd 17175.51%7.37%10.17%Q3 2019Q3 202317
TRUIST FINANCIAL CORP 16160.01%0.01%0.02%Q4 2019Q3 202316
Mascoma Wealth Management LLC 1240.02%0.48%0.75%Q3 2018Q3 202316
Stonebridge Financial Planning Group, LLC 16160.35%0.96%1.22%Q4 2019Q3 202316
Arkadios Wealth Advisors 16160.04%0.08%0.11%Q4 2019Q3 202316
Halpern Financial, Inc. 16160.01%0.02%0.03%Q4 2019Q3 202316
MANUFACTURERS LIFE INSURANCE COMPANY, THE 16160.00%0.00%0.00%Q4 2014Q3 201816
Clearstead Advisors, LLC 15150.00%0.00%0.01%Q1 2020Q3 202315
Laurel Wealth Advisors, Inc. 15150.06%0.08%0.14%Q2 2019Q4 202215
WHITTIER TRUST CO OF NEVADA INC 15150.00%0.00%0.00%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.01%0.02%0.03%Q1 2020Q3 202315
LEVEL FOUR ADVISORY SERVICES, LLC 1320.02%0.05%0.10%Q2 2018Q2 202315
B. Riley Wealth Advisors, Inc. 910.01%0.04%0.10%Q2 2013Q3 202315
Baird Financial Group, Inc. 1320.00%0.00%0.01%Q2 2019Q3 202315
Princeton Global Asset Management LLC 15150.04%0.07%0.08%Q1 2020Q3 202315
FMR LLC 1210.00%0.00%0.00%Q3 2018Q3 202315
Advisor Group, Inc. 15150.00%0.00%0.01%Q2 2016Q4 201915
Cutter & CO Brokerage, Inc. 15150.10%0.23%0.35%Q1 2020Q3 202315
Prism Advisors, Inc. 15151.13%1.34%2.22%Q1 2020Q3 202315
BLAIR WILLIAM & CO/IL 1310.00%0.00%0.00%Q1 2018Q3 202314
Parsec Financial Management, Inc. 14140.03%0.09%0.11%Q4 2019Q1 202314
MSI Financial Services Inc 1310.00%0.00%0.02%Q2 2013Q4 201614
DEUTSCHE BANK AG\ 860.00%0.00%0.00%Q3 2013Q4 201914
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 14140.00%0.00%0.00%Q2 2020Q3 202314
Kestra Advisory Services, LLC 13130.01%0.03%0.05%Q3 2020Q3 202313
Bell Rock Capital LLC 910.01%0.17%0.64%Q4 2017Q3 202213
Tower Research Capital LLC (TRC) 510.00%0.02%0.09%Q1 2015Q1 202313
Snowden Capital Advisors LLC 820.01%0.02%0.02%Q2 2019Q3 202313
Personal Wealth Partners 13130.12%0.17%0.21%Q1 2019Q1 202213
PACIFIC SUN FINANCIAL CORP 610.14%0.17%0.21%Q2 2018Q2 202313
Key FInancial Inc 1210.00%0.00%0.00%Q1 2020Q3 202313
BAKER TILLY WEALTH MANAGEMENT, LLC 12120.06%0.11%0.17%Q4 2020Q3 202312
AE Wealth Management LLC 12120.00%0.03%0.07%Q4 2020Q3 202312
Granger Management LLC 12120.24%2.34%5.14%Q4 2020Q3 202312
FLAGSHIP HARBOR ADVISORS, LLC 840.00%0.08%0.14%Q4 2019Q3 202312
Carroll Financial Associates, Inc. 12120.00%0.00%0.00%Q1 2019Q4 202112
Lindbrook Capital, LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
MTM Investment Management, LLC 12120.38%0.41%0.45%Q4 2020Q3 202312
SUNTRUST BANKS INC 660.00%0.01%0.01%Q1 2014Q3 201912
Bridge Advisory, LLC 12120.62%1.31%2.49%Q4 2020Q3 202312
Kesler, Norman & Wride, LLC 12120.15%0.24%0.34%Q4 2020Q3 202312
Gladstone Institutional Advisory LLC 1110.05%0.24%0.51%Q1 2020Q3 202312
Cetera Investment Advisers 12120.02%0.07%0.10%Q4 2020Q3 202312
MUFG Americas Holdings Corp 12120.00%0.00%0.00%Q3 2013Q2 201612
Live Your Vision, LLC 1110.02%0.02%0.02%Q3 2015Q1 201912
Stratos Wealth Advisors, LLC 11110.13%0.17%0.22%Q1 2021Q3 202311
Belpointe Asset Management LLC 11110.01%0.01%0.02%Q3 2020Q1 202311
MEITAV INVESTMENT HOUSE LTD 11110.01%0.01%0.01%Q1 2021Q3 202311
Relyea Zuckerberg Hanson LLC 11110.11%0.15%0.20%Q1 2021Q3 202311
Clearview Wealth Advisors LLC 11110.00%0.00%0.01%Q4 2020Q2 202311
BESSEMER GROUP INC 910.00%0.00%0.00%Q4 2013Q1 202311
Larson Financial Group LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
MD Financial Management Inc. 11110.33%0.54%0.73%Q2 2019Q4 202111
Financial Advocates Investment Management 11110.05%0.08%0.24%Q1 2021Q3 202311
AMERICAN INTERNATIONAL GROUP, INC. 11110.00%0.00%0.00%Q3 2013Q1 201611
MARINER INDEPENDENT ADVISOR NETWORK, LLC 11110.04%0.13%0.22%Q3 2019Q1 202211
Raab & Moskowitz Asset Management LLC 1010.01%0.88%1.04%Q4 2014Q3 202311
First Heartland Consultants, Inc. 1010.02%0.09%0.16%Q2 2013Q3 202311
M Holdings Securities, Inc. 650.10%0.21%0.26%Q1 2020Q1 202311
Spire Wealth Management 11110.00%0.00%0.00%Q1 2021Q3 202311
SALEM INVESTMENT COUNSELORS INC 11110.00%0.00%0.00%Q1 2021Q3 202311
SRS Capital Advisors, Inc. 10100.01%0.64%1.36%Q2 2021Q3 202310
GPS Wealth Strategies Group, LLC 730.00%0.01%0.04%Q1 2021Q3 202310
FIFTH THIRD SECURITIES, INC. 640.06%0.16%0.43%Q1 2021Q3 202310
Rockefeller Capital Management L.P. 10100.00%0.00%0.00%Q4 2020Q1 202310
CULLEN/FROST BANKERS, INC. 10100.00%0.00%0.00%Q1 2019Q2 202110
Accel Wealth Management 10100.08%0.10%0.12%Q4 2020Q1 202310
Riggs Asset Managment Co. Inc. 10100.06%1.19%1.57%Q2 2021Q3 202310
J.P. Morgan Private Wealth Advisors LLC 910.00%0.01%0.02%Q4 2019Q3 202310
PFG Advisors 10100.03%0.06%0.07%Q2 2021Q3 202310
Main Street Financial Solutions, LLC 10100.03%0.04%0.04%Q1 2021Q2 202310
CIBC WORLD MARKET INC. 420.00%0.00%0.00%Q3 2020Q3 202310
MONTAG A & ASSOCIATES INC 10100.00%0.00%0.00%Q2 2021Q3 202310
NewEdge Advisors, LLC 610.00%0.01%0.02%Q2 2017Q3 202310
Tradition Wealth Management, LLC 10100.00%0.02%0.04%Q2 2021Q3 202310
Trinity Legacy Partners, LLC 10100.12%0.15%0.20%Q2 2021Q3 202310
Portfolio Strategies, Inc. 10100.13%2.01%3.80%Q3 2019Q4 202110
CREATIVE FINANCIAL DESIGNS INC /ADV 10100.00%0.00%0.01%Q2 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.02%0.04%0.10%Q1 2021Q3 202310
KINGS POINT CAPITAL MANAGEMENT 990.01%0.01%0.01%Q4 2017Q4 20199
Parcion Private Wealth LLC 990.04%0.04%0.06%Q4 2019Q4 20219
Florin Court Capital LLP 630.29%1.47%4.60%Q4 2020Q3 20239
Squar Milner Financial Services LLC 990.07%0.14%0.19%Q2 2018Q2 20209
SFMG, LLC 990.06%0.13%0.15%Q3 2021Q3 20239
Pacific Center for Financial Services 630.00%0.00%0.00%Q2 2021Q3 20239
U.S. Capital Wealth Advisors, LLC 990.01%0.03%0.04%Q3 2021Q3 20239
Equitable Holdings, Inc. 990.00%0.01%0.01%Q3 2021Q3 20239
FLAGSTAR ADVISORS INC 990.17%0.21%0.25%Q3 2021Q3 20239
Ausdal Financial Partners, Inc. 990.05%0.07%0.09%Q3 2021Q3 20239
CAPTRUST FINANCIAL ADVISORS 510.00%0.00%0.00%Q2 2018Q3 20239
One Charles Private Wealth Services, LLC 630.30%1.80%3.04%Q4 2019Q3 20229
WEDBUSH SECURITIES INC 880.01%0.01%0.02%Q4 2021Q3 20238
TWO SIGMA SECURITIES, LLC 510.00%0.00%0.01%Q4 2017Q4 20208
TD Waterhouse Canada Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
Moors & Cabot, Inc. 880.02%0.08%0.09%Q4 2021Q3 20238
FARMERS & MERCHANTS INVESTMENTS INC 880.00%0.00%0.00%Q4 2021Q3 20238
WEALTH EFFECTS LLC 880.22%0.24%0.26%Q4 2021Q3 20238
Summit Financial, LLC 880.03%0.05%0.06%Q4 2021Q3 20238
CENTAURUS FINANCIAL, INC. 610.00%0.01%0.02%Q2 2018Q1 20238
AVANTAX ADVISORY SERVICES, INC. 880.01%0.04%0.04%Q4 2021Q3 20238
Mariner, LLC 880.01%0.01%0.02%Q4 2021Q3 20238
KESTRA PRIVATE WEALTH SERVICES, LLC 620.01%0.04%0.07%Q4 2020Q3 20238
Selective Wealth Management, Inc. 530.06%0.13%0.20%Q4 2021Q4 20238
Evolution Advisers, Inc. 880.03%0.03%0.03%Q4 2021Q3 20238
Wagner Wealth Management, LLC 420.00%0.04%0.10%Q4 2017Q3 20228
Strategic Blueprint, LLC 710.01%0.12%0.19%Q2 2021Q3 20238
WMG Financial Advisors, LLC 880.16%0.80%1.29%Q4 2021Q3 20238
Nova R Wealth, Inc. 880.46%0.49%0.55%Q4 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.01%Q4 2021Q3 20238
BECK CAPITAL MANAGEMENT, LLC 710.31%0.68%1.76%Q4 2013Q4 20198
Paragon Private Wealth Management, LLC 880.35%0.53%0.76%Q4 2021Q3 20238
Oder Investment Management, LLC 881.00%1.87%3.25%Q4 2021Q3 20238
Ameritas Advisory Services, LLC 880.02%0.03%0.06%Q4 2021Q3 20238
Virtue Capital Management, LLC 880.14%0.16%0.18%Q4 2021Q3 20238
Laird Norton Wetherby Wealth Management, LLC 880.02%0.02%0.02%Q4 2020Q3 20228
First Personal Financial Services 880.00%0.00%0.00%Q4 2021Q3 20238
Integrated Wealth Concepts LLC 880.04%0.05%0.07%Q4 2021Q3 20238
Raleigh Capital Management Inc. 880.02%0.02%0.04%Q4 2021Q3 20238
FIDUCIARY TRUST CO 880.01%0.01%0.01%Q4 2021Q3 20238
HighTower Advisors, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
Allworth Financial LP 880.00%0.00%0.00%Q4 2021Q3 20238
Walkner Condon Financial Advisors LLC 710.06%0.09%0.10%Q3 2021Q3 20238
Wealthcare Advisory Partners LLC 610.00%0.06%0.14%Q2 2018Q3 20238
HUNTINGTON NATIONAL BANK 880.00%0.00%0.00%Q3 2017Q2 20198
Prospera Financial Services Inc 710.01%0.02%0.02%Q3 2020Q3 20238
Milestone Advisory Partners 770.21%0.91%1.57%Q1 2021Q3 20227
SYNOVUS FINANCIAL CORP 770.00%0.00%0.01%Q1 2022Q3 20237
Atria Wealth Solutions, Inc. 770.02%0.02%0.05%Q1 2022Q3 20237
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 510.00%0.00%0.01%Q1 2018Q1 20207
CORRADO ADVISORS, LLC 770.33%0.49%0.69%Q1 2022Q3 20237
TRUST CO OF VERMONT 610.00%0.00%0.00%Q4 2021Q3 20237
Cresset Asset Management, LLC 430.01%0.01%0.02%Q3 2019Q4 20227
WOLVERINE TRADING, LLC 210.00%0.00%0.00%Q3 2017Q2 20207
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 770.28%0.35%0.43%Q1 2022Q3 20237
Parallel Advisors, LLC 520.00%0.00%0.01%Q4 2021Q3 20237
CX Institutional 770.04%0.06%0.08%Q2 2021Q4 20227
COZAD ASSET MANAGEMENT INC 430.02%0.06%0.15%Q3 2021Q3 20237
OLIVER LAGORE VANVALIN INVESTMENT GROUP 770.00%0.13%0.26%Q1 2022Q3 20237
1832 Asset Management L.P. 770.02%0.02%0.03%Q1 2022Q3 20237
PRUDENTIAL FINANCIAL INC 770.00%0.00%0.00%Q1 2022Q3 20237
BRYN MAWR TRUST Co 660.02%0.02%0.02%Q2 2022Q3 20236
Mason & Associates Inc 420.07%0.07%0.07%Q4 2021Q3 20236
Cascadia Advisory Services, LLC 310.06%0.09%0.11%Q4 2019Q3 20216
Cranbrook Wealth Management, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
PRIVATE TRUST CO NA 660.02%0.02%0.02%Q2 2022Q3 20236
Householder Group Estate & Retirement Specialist, LLC 410.24%0.30%0.36%Q4 2021Q3 20236
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 510.03%0.03%0.04%Q4 2021Q3 20236
StoneX Group Inc. 420.03%0.07%0.19%Q1 2020Q4 20216
Worth Asset Management, LLC 660.00%0.01%0.01%Q1 2022Q2 20236
Financial Architects, Inc 310.01%0.02%0.03%Q2 2013Q2 20156
UBS AG 660.01%0.01%0.01%Q2 2013Q3 20146
Kessler Investment Group, LLC 660.00%0.00%0.00%Q1 2022Q2 20236
WEALTH MANAGEMENT RESOURCES, INC. 660.13%0.34%1.24%Q4 2021Q1 20236
TruWealth Advisors, LLC 660.03%0.03%0.03%Q2 2022Q3 20236
PCG Wealth Advisors, LLC 510.12%0.18%0.26%Q4 2021Q2 20236
Kingfisher Capital LLC 410.05%0.07%0.17%Q4 2019Q2 20236
Beck Bode, LLC 660.18%0.20%0.21%Q2 2022Q3 20236
People's United Financial, Inc. 550.00%0.00%0.00%Q2 2013Q2 20145
Beaumont Financial Partners, LLC 551.13%1.65%2.62%Q2 2013Q2 20145
Patriot Financial Group Insurance Agency, LLC 550.00%0.01%0.01%Q2 2021Q2 20225
Keel Point, LLC 550.02%0.04%0.05%Q4 2021Q4 20225
RAYMOND JAMES TRUST N.A. 550.01%0.01%0.01%Q3 2022Q3 20235
Orion Portfolio Solutions, LLC 320.00%0.01%0.01%Q4 2021Q3 20235
LINCOLN NATIONAL CORP 550.01%0.01%0.01%Q2 2022Q2 20235
Money Design Co.,Ltd. 550.00%0.44%0.67%Q3 2022Q3 20235
Missouri Trust & Investment Co 550.02%0.02%0.02%Q4 2021Q4 20225
TAP Consulting, LLC 410.01%0.22%0.30%Q4 2021Q3 20235
Smithfield Trust Co 550.00%0.00%0.01%Q3 2022Q3 20235
Apeiron RIA LLC 550.13%0.15%0.17%Q3 2022Q3 20235
Global Assets Advisory, LLC 550.19%0.22%0.23%Q3 2022Q3 20235
HL FINANCIAL SERVICES LLC 320.01%0.01%0.01%Q2 2014Q1 20195
GLENMEDE TRUST CO NA 550.00%0.00%0.00%Q4 2013Q4 20145
Virtu KCG Holdings LLC 410.00%0.02%0.03%Q2 2014Q2 20165
M&T BANK CORP 410.00%0.01%0.01%Q3 2014Q4 20165
CAROLINAS WEALTH CONSULTING LLC 550.00%0.00%0.00%Q3 2021Q3 20225
White Pine Investment CO 550.44%1.18%1.41%Q3 2022Q3 20235
Bickling Financial Services, Inc. 550.15%0.20%0.24%Q4 2021Q4 20225
NORTHWEST WEALTH MANAGEMENT, LLC 550.00%0.11%0.22%Q3 2018Q3 20195
Clarus Wealth Advisors 550.03%0.09%0.18%Q2 2018Q2 20195
Tyler-Stone Wealth Management 320.01%0.02%0.02%Q2 2022Q3 20235
Qube Research & Technologies Ltd 320.00%0.00%0.01%Q2 2021Q1 20235
CoreCap Advisors, LLC 550.05%0.05%0.05%Q4 2021Q4 20225
Crescent Capital Consulting, LLC 550.02%0.02%0.02%Q4 2020Q4 20215
Atria Investments, Inc 210.02%0.03%0.04%Q1 2018Q1 20225
Private Capital Group, LLC 550.00%0.00%0.00%Q4 2017Q4 20185
Pinnacle Bancorp, Inc. 550.01%0.01%0.01%Q3 2021Q3 20225
PFS Partners, LLC 550.01%0.01%0.01%Q3 2022Q3 20235
Koshinski Asset Management, Inc. 310.00%0.02%0.06%Q3 2020Q1 20224
Sowell Financial Services LLC 220.00%0.05%0.12%Q4 2020Q4 20214
Spectrum Wealth Advisory Group, LLC 441.82%2.50%3.02%Q4 2021Q3 20224
PSI Advisors, LLC 310.00%0.00%0.00%Q4 2019Q1 20224
CASTLE WEALTH MANAGEMENT LLC 440.52%1.03%1.51%Q2 2022Q1 20234
Resurgent Financial Advisors LLC 440.03%0.04%0.05%Q4 2022Q3 20234
Aprio Wealth Management, LLC 440.07%0.08%0.08%Q4 2022Q3 20234
MONEY CONCEPTS CAPITAL CORP 440.00%0.01%0.01%Q1 2022Q4 20224
Watson Rebecca 440.18%0.21%0.23%Q4 2019Q3 20204
Private Advisory Group LLC 220.04%0.08%0.14%Q3 2021Q3 20234
WADE G W & INC 440.03%0.03%0.03%Q4 2022Q3 20234
Claraphi Advisory Network, LLC 210.00%0.17%0.48%Q3 2019Q4 20224
Outlook Wealth Advisors, LLC 440.12%0.16%0.17%Q4 2022Q3 20234
WINTRUST INVESTMENTS LLC 440.25%0.28%0.34%Q1 2021Q4 20214
Stegent Equity Advisors, Inc. 441.41%1.83%2.30%Q4 2022Q3 20234
CALTON & ASSOCIATES, INC. 440.07%0.16%0.27%Q1 2021Q4 20214
ADVANTAGE INVESTMENT MANAGEMENT, LLC 440.01%0.01%0.01%Q4 2018Q3 20194
NewSquare Capital LLC 440.00%0.00%0.00%Q1 2022Q4 20224
Advisors Preferred, LLC 210.02%0.12%0.23%Q4 2013Q2 20164
WealthShield Partners, LLC 220.01%0.06%0.15%Q1 2019Q4 20204
Lowe Wealth Advisors, LLC 440.00%0.00%0.00%Q3 2022Q2 20234
Richard W. Paul & Associates, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Jacobi Capital Management LLC 440.03%0.04%0.04%Q4 2022Q3 20234
BDO Wealth Advisors, LLC 440.00%0.00%0.00%Q2 2019Q1 20204
Golden State Wealth Management, LLC 310.00%0.00%0.00%Q1 2019Q1 20204
Davis Investment Partners, LLC 440.48%0.74%0.88%Q4 2022Q3 20234
Mutual Advisors, LLC 440.02%0.03%0.03%Q4 2021Q3 20224
F3Logic, LLC 440.04%0.04%0.05%Q1 2022Q4 20224
Mainsail Financial Group, LLC 442.93%3.12%3.32%Q4 2022Q3 20234
Quad-Cities Investment Group, LLC 330.01%0.01%0.01%Q2 2018Q4 20183
Nilsine Partners, LLC 330.17%0.18%0.18%Q1 2023Q3 20233
CIBC Private Wealth Group, LLC 330.00%0.00%0.00%Q4 2017Q2 20183
Summit Wealth Group, LLC 210.00%0.02%0.03%Q1 2021Q1 20233
SILVER OAK SECURITIES, INCORPORATED 210.03%0.05%0.06%Q3 2022Q3 20233
Clean Yield Group 210.00%0.00%0.00%Q4 2020Q3 20213
FIRST MANHATTAN CO. LLC. 330.00%0.00%0.00%Q4 2020Q2 20213
Eagle Strategies LLC 330.20%0.20%0.22%Q1 2023Q3 20233
Executive Wealth Management, LLC 330.00%0.03%0.05%Q4 2018Q2 20193
IronBridge Private Wealth, LLC 330.01%0.01%0.01%Q4 2020Q2 20213
McKinley Carter Wealth Services, Inc. 210.01%0.09%0.14%Q1 2018Q1 20233
Renaissance Technologies 330.00%0.00%0.00%Q3 2021Q1 20223
Crosspoint Capital Strategies, LLC 330.00%0.00%0.00%Q1 2016Q3 20163
WESPAC Advisors, LLC 330.14%0.19%0.25%Q3 2021Q1 20223
Ignite Planners, LLC 330.08%0.10%0.10%Q4 2022Q2 20233
NEW ENGLAND SECURITIES CORP /MA/ 330.00%0.00%0.00%Q4 2013Q2 20143
Integrated Wealth Management 330.00%0.00%0.00%Q1 2015Q3 20153
PFG Investments, LLC 330.08%0.08%0.08%Q1 2023Q3 20233
Gallagher Fiduciary Advisors, LLC 330.02%0.02%0.02%Q1 2023Q3 20233
USCA RIA LLC 330.02%0.02%0.02%Q4 2020Q2 20213
Forefront Analytics, LLC 335.05%6.02%7.13%Q1 2018Q3 20183
Kingsview Wealth Management, LLC 210.01%0.02%0.05%Q4 2020Q3 20233
MANCHESTER FINANCIAL INC 330.01%0.01%0.02%Q3 2020Q1 20213
Cape Investment Advisory, Inc. 330.01%0.01%0.01%Q1 2023Q3 20233
HAP Trading, LLC 330.03%0.04%0.05%Q3 2021Q1 20223
Wellington Shields & Co., LLC 330.06%0.08%0.10%Q2 2021Q4 20213
Trivant Custom Portfolio Group, LLC 330.14%0.14%0.14%Q1 2023Q3 20233
Operose Advisors LLC 330.01%0.01%0.01%Q1 2023Q3 20233
ICA Group Wealth Management, LLC 330.01%0.01%0.01%Q4 2022Q2 20233
WCG Wealth Advisors LLC 220.01%0.03%0.06%Q2 2022Q3 20223
Ford Financial Group, LLC 110.01%0.01%0.01%Q4 2017Q4 20213
Csenge Advisory Group 330.04%0.08%0.14%Q1 2022Q3 20223
Segment Wealth Management, LLC 210.17%0.40%0.62%Q3 2017Q3 20183
Avior Wealth Management, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Pinnacle Private Wealth, LLC 330.34%0.39%0.46%Q4 2021Q2 20223
Leelyn Smith, LLC 210.12%0.13%0.13%Q3 2021Q3 20233
Coppell Advisory Solutions LLC 210.00%0.00%0.00%Q4 2022Q3 20233
Kraft, Davis & Associates, LLC 210.12%0.23%0.30%Q4 2022Q3 20233
Garden State Investment Advisory Services LLC 220.10%0.13%0.15%Q2 2023Q3 20232
DB Wealth Management Group, LLC 220.00%0.00%0.00%Q3 2021Q4 20212
Elevated Capital Advisors, LLC 110.08%0.08%0.09%Q3 2021Q1 20222
DAVENPORT & Co LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Cambridge Advisors Inc. 220.05%0.05%0.05%Q4 2021Q1 20222
Prime Capital Investment Advisors, LLC 220.03%0.03%0.03%Q2 2023Q3 20232
THRIVENT FINANCIAL FOR LUTHERANS 220.00%0.00%0.00%Q2 2023Q3 20232
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q3 2021Q4 20222
VERUS CAPITAL PARTNERS, LLC 220.00%0.00%0.01%Q4 2019Q1 20202
Sonoma Private Wealth LLC 220.36%0.39%0.41%Q1 2023Q2 20232
Windsor Wealth Management, Inc. 220.05%0.05%0.05%Q2 2021Q3 20212
OLD MISSION CAPITAL LLC 220.05%0.06%0.08%Q1 2022Q2 20222
MANAGED ACCOUNT ADVISORS LLC 220.00%0.00%0.00%Q1 2015Q2 20152
COMERICA SECURITIES,INC. 110.01%0.01%0.01%Q4 2021Q4 20222
Modera Wealth Management, LLC 220.04%0.05%0.05%Q2 2023Q3 20232
TCI Wealth Advisors, Inc. 110.00%0.00%0.00%Q4 2019Q3 20222
Bank of New York Mellon Corp 220.00%0.00%0.00%Q3 2019Q4 20192
Doyle Wealth Management 110.00%0.00%0.00%Q4 2018Q2 20192
Gateway Wealth Partners, LLC 220.04%0.04%0.05%Q2 2023Q3 20232
Cooper Financial Group 220.08%0.09%0.09%Q4 2021Q1 20222
Blume Capital Management, Inc. 220.01%0.02%0.03%Q4 2013Q1 20142
Ferguson Shapiro LLC 223.34%3.41%3.48%Q3 2021Q4 20212
Golden State Equity Partners 220.07%0.07%0.07%Q2 2023Q3 20232
SSI INVESTMENT MANAGEMENT LLC 220.23%0.24%0.26%Q3 2021Q4 20212
Perennial Investment Advisors, LLC 220.07%0.07%0.08%Q3 2021Q4 20212
MERCER GLOBAL ADVISORS INC /ADV 220.00%0.00%0.00%Q4 2021Q1 20222
STIFEL NICOLAUS & CO INC \MO\ 220.01%0.01%0.01%Q2 2013Q3 20132
BROWN ADVISORY INC 220.00%0.00%0.00%Q2 2023Q3 20232
SEAVIEW INVESTMENT MANAGERS LLC 110.14%0.40%0.65%Q2 2021Q3 20232
Herold Advisors, Inc. 110.05%0.05%0.06%Q3 2021Q1 20222
SEI INVESTMENTS CO 220.00%0.00%0.00%Q4 2015Q1 20162
SIMPLEX TRADING, LLC 110.00%0.00%0.00%Q2 2019Q4 20212
FLOW TRADERS U.S. LLC 110.03%0.05%0.07%Q3 2021Q1 20232
KWB Wealth 220.04%0.04%0.04%Q4 2021Q1 20222
Beacon Harbor Wealth Advisors, Inc. 224.14%4.18%4.21%Q3 2019Q4 20192
Well Done, LLC 110.02%0.02%0.02%Q1 2018Q4 20182
BARCLAYS PLC 220.00%0.00%0.00%Q2 2021Q3 20212
CREDIT SUISSE AG/ 220.00%0.00%0.00%Q1 2013Q2 20132
First Pacific Financial 220.02%0.02%0.02%Q2 2023Q3 20232
Fortitude Advisory Group L.L.C. 220.03%0.04%0.04%Q4 2021Q1 20222
Ground Swell Capital, LLC 220.02%0.03%0.03%Q2 2014Q3 20142
REGIONS FINANCIAL CORP 220.00%0.00%0.00%Q4 2018Q1 20192
Timber Hill LLC 220.00%0.00%0.00%Q1 2014Q2 20142
Charter Oak Capital Management, LLC 220.01%0.01%0.01%Q1 2022Q2 20222
Foundations Investment Advisors, LLC 220.01%0.01%0.01%Q4 2022Q1 20232
MinichMacGregor Wealth Management, LLC 110.00%1.19%2.39%Q4 2022Q3 20232
TWO SIGMA INVESTMENTS, LP 220.00%0.00%0.00%Q2 2023Q3 20232
Good Life Advisors, LLC 220.06%0.06%0.06%Q4 2021Q1 20222
UNITED CAPITAL FINANCIAL ADVISORS, LLC 220.00%0.13%0.26%Q4 2016Q1 20172
Fiduciary Alliance LLC 110.03%0.03%0.03%Q4 2022Q2 20232
FIRST HAWAIIAN BANK 220.06%0.06%0.06%Q3 2021Q4 20212
Great Diamond Partners, LLC 220.06%0.06%0.06%Q2 2023Q3 20232
AXXCESS WEALTH MANAGEMENT, LLC 110.04%0.04%0.04%Q4 2021Q4 20211
Gerber Kawasaki Wealth & Investment Management 110.01%0.01%0.01%Q3 2021Q3 20211
EDMOND DE ROTHSCHILD HOLDING S.A. 110.00%0.00%0.00%Q3 2015Q3 20151
Valeo Financial Advisors, LLC 110.02%0.02%0.02%Q2 2018Q2 20181
Align Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Nachman Norwood & Parrott, Inc 110.01%0.01%0.01%Q3 2020Q3 20201
Values First Advisors, Inc. 110.03%0.03%0.03%Q1 2023Q1 20231
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 110.15%0.15%0.15%Q1 2022Q1 20221
Secure Asset Management, LLC 110.09%0.09%0.09%Q4 2021Q4 20211
B. Riley Wealth Management, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 110.17%0.17%0.17%Q1 2020Q1 20201
ACCURATE INVESTMENT SOLUTIONS, INC. 110.00%0.00%0.00%Q1 2020Q1 20201
Bryn Mawr Capital Management, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
SIGNATUREFD, LLC 110.00%0.00%0.00%Q4 2014Q4 20141
Royal Fund Management, LLC 110.03%0.03%0.03%Q1 2022Q1 20221
Anchor Investment Management, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
MILLENNIUM MANAGEMENT LLC 110.00%0.00%0.00%Q1 2021Q1 20211
FOUNDERS FINANCIAL SECURITIES LLC 110.11%0.11%0.11%Q3 2021Q3 20211
Oxler Private Wealth LLC 110.02%0.02%0.02%Q3 2022Q3 20221
SouthState Corp 110.00%0.00%0.00%Q1 2022Q1 20221
Kowal Investment Group, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Atomi Financial Group, Inc. 110.27%0.27%0.27%Q3 2023Q3 20231
Advisory Alpha, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
BOKF, NA 110.00%0.00%0.00%Q3 2017Q3 20171
Heritage Trust Co 110.00%0.00%0.00%Q4 2017Q4 20171
PROVENCE WEALTH MANAGEMENT GROUP 110.02%0.02%0.02%Q3 2023Q3 20231
Institute for Wealth Management, LLC. 110.01%0.01%0.01%Q3 2014Q3 20141
KRAEMATON INVESTMENT ADVISORS, INC 110.07%0.07%0.07%Q4 2022Q4 20221
Masso Torrence Wealth Management Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
StrategIQ Financial Group, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
AXS Investments LLC 110.10%0.10%0.10%Q2 2021Q2 20211
Gallagher Benefit Services, Inc. 110.05%0.05%0.05%Q4 2022Q4 20221
Annis Gardner Whiting Capital Advisors, LLC 110.19%0.19%0.19%Q3 2023Q3 20231
Mystic Asset Management, Inc. 110.04%0.04%0.04%Q4 2021Q4 20211
Simplicity Solutions, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
EDMOND DE ROTHSCHILD (SUISSE) S.A. 110.02%0.02%0.02%Q3 2015Q3 20151
GeoWealth Management, LLC 110.27%0.27%0.27%Q2 2020Q2 20201
ASSETMARK, INC 110.00%0.00%0.00%Q3 2023Q3 20231
Glassy Mountain Advisors, Inc. 110.02%0.02%0.02%Q4 2022Q4 20221
NEXT Financial Holdings 110.00%0.00%0.00%Q1 2019Q1 20191
Founders Financial Alliance, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
NOMURA HOLDINGS INC 110.00%0.00%0.00%Q3 2013Q3 20131
Legacy Financial Group LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Claybrook Capital, LLC 110.02%0.02%0.02%Q4 2018Q4 20181
KFG WEALTH MANAGEMENT, LLC 110.11%0.11%0.11%Q3 2023Q3 20231
SOCIETE GENERALE 110.00%0.00%0.00%Q2 2016Q2 20161
Gradient Investments LLC 110.00%0.00%0.00%Q2 2013Q2 20131
IMA Wealth, Inc. 110.00%0.00%0.00%Q3 2018Q3 20181
BlackRock Institutional Trust Company, N.A. 110.00%0.00%0.00%Q2 2014Q2 20141
My Personal CFO, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Sonora Investment Management, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Resolute Advisors LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Meridian Wealth Management, LLC 110.02%0.02%0.02%Q2 2019Q2 20191
Jaffetilchin Investment Partners, LLC 110.03%0.03%0.03%Q2 2021Q2 20211
MISSION WEALTH MANAGEMENT, LP 110.01%0.01%0.01%Q4 2021Q4 20211
Coppell Advisory Solutions Corp. 110.00%0.00%0.00%Q4 2022Q4 20221
REILLY FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Commonwealth Financial Services, LLC 110.21%0.21%0.21%Q3 2023Q3 20231
Paragon Wealth Strategies, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
PINNACLE ASSOCIATES LTD 110.00%0.00%0.00%Q4 2021Q4 20211
BRANDYWINE OAK PRIVATE WEALTH LLC 110.02%0.02%0.02%Q2 2023Q2 20231
Henrickson Nauta Wealth Advisors, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
WealthCare Investment Partners, LLC 110.22%0.22%0.22%Q4 2021Q4 20211
James Reed Financial Services, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
NIEMANN CAPITAL MANAGEMENT INC 110.52%0.52%0.52%Q4 2016Q4 20161
Impact Partnership Wealth, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
PURSUE WEALTH PARTNERS LLC 110.04%0.04%0.04%Q1 2022Q1 20221
Wealth Quarterback LLC 110.00%0.00%0.00%Q4 2019Q4 20191
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 110.02%0.02%0.02%Q3 2021Q3 20211
O'Dell Group, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Comprehensive Financial Consultants Institutional, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Ameritas Investment Company, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
GREENLEAF TRUST 110.00%0.00%0.00%Q4 2021Q4 20211
TUCKER ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2023Q3 20231
McElhenny Sheffield Capital Management, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Onyx Bridge Wealth Group LLC 110.38%0.38%0.38%Q3 2022Q3 20221
High Net Worth Advisory Group LLC 110.01%0.01%0.01%Q4 2021Q4 20211
SeaCrest Wealth Management, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
AHL INVESTMENT MANAGEMENT, INC. 110.02%0.02%0.02%Q4 2021Q4 20211
SG Americas Securities, LLC 110.00%0.00%0.00%Q2 2016Q2 20161
MARSHALL WACE, LLP 110.00%0.00%0.00%Q1 2023Q1 20231
Measured Wealth Private Client Group, LLC 110.05%0.05%0.05%Q3 2018Q3 20181
Principle Wealth Partners LLC 110.01%0.01%0.01%Q2 2020Q2 20201
Darwin Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
NATIONAL PLANNING CORP 110.01%0.01%0.01%Q4 2014Q4 20141
MASSMUTUAL TRUST CO FSB/ADV 110.00%0.00%0.00%Q1 2023Q1 20231
EWG Elevate Inc. 110.01%0.01%0.01%Q4 2022Q4 20221
Second Half Financial Partners, LLC 110.27%0.27%0.27%Q2 2023Q2 20231
KNIGHT CAPITAL GROUP LLC 110.02%0.02%0.02%Q2 2013Q2 20131
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
EVOKE WEALTH, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
NBC SECURITIES, INC. 110.04%0.04%0.04%Q3 2023Q3 20231
Sterling Manor Financial, LLC 114.71%4.71%4.71%Q3 2022Q3 20221
ISTHMUS PARTNERS, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Carolina Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
TCWP LLC 110.01%0.01%0.01%Q1 2022Q1 20221
FIRST NATIONAL TRUST CO 110.05%0.05%0.05%Q2 2015Q2 20151
Retirement Group, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
OmniStar Financial Group, Inc. 110.05%0.05%0.05%Q1 2020Q1 20201
External links

This page lists all the filers that currently own FIRST TR EXCHANGE TRADED FD or have owned FIRST TR EXCHANGE TRADED FD in the past.