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 1210.00%0.00%0.00%Q2 2013Q3 202357
ROYAL BANK OF CANADA 42420.00%0.00%0.01%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.02%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.00%0.02%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.01%Q2 2013Q3 202342
Bartlett & Co. LLC 2670.00%0.00%0.00%Q2 2013Q4 202341
JANE STREET GROUP, LLC 1410.00%0.00%0.01%Q1 2014Q3 202340
LPL Financial LLC 25150.00%0.02%0.08%Q2 2013Q3 202340
Citadel Advisors 1110.00%0.00%0.00%Q4 2014Q3 202340
CITIGROUP INC 23140.00%0.00%0.00%Q2 2013Q3 202337
PNC FINANCIAL SERVICES GROUP, INC. 3510.00%0.00%0.00%Q2 2014Q3 202336
Ameritas Investment Partners, Inc. 36360.00%0.00%0.00%Q4 2014Q3 202336
UBS Group AG 36360.00%0.01%0.02%Q4 2014Q3 202336
Creative Planning 1810.00%0.00%0.02%Q3 2013Q3 202333
Colorado Capital Management, Inc. 32320.20%0.56%1.26%Q4 2015Q3 202332
RAYMOND JAMES & ASSOCIATES 2390.00%0.01%0.02%Q2 2013Q3 202332
Blume Capital Management, Inc. 16160.00%0.03%0.08%Q4 2013Q3 202332
IFP Advisors, Inc 17140.00%0.00%0.02%Q4 2015Q3 202331
Cutler Group LLC / CA 12120.00%0.00%0.01%Q4 2020Q3 202329
LADENBURG THALMANN FINANCIAL SERVICES INC. 2330.00%0.00%0.01%Q2 2013Q4 201926
ADIRONDACK TRUST CO 26260.01%0.03%0.08%Q2 2017Q3 202326
HOWLAND CAPITAL MANAGEMENT LLC 14120.01%0.02%0.04%Q1 2017Q3 202326
ENVESTNET ASSET MANAGEMENT INC 1350.00%0.00%0.00%Q2 2013Q3 202325
Cambridge Investment Research Advisors, Inc. 1410.00%0.02%0.06%Q2 2013Q3 202325
WOLVERINE TRADING, LLC 12120.00%0.00%0.02%Q4 2020Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.02%0.08%Q4 2017Q3 202324
Raymond James Financial Services Advisors, Inc. 2210.00%0.02%0.06%Q2 2013Q3 202323
Geneos Wealth Management Inc. 1850.00%0.01%0.02%Q3 2017Q3 202323
CX Institutional 22220.00%0.07%0.29%Q2 2018Q3 202322
US BANCORP \DE\ 1610.00%0.00%0.00%Q2 2013Q3 202322
YHB Investment Advisors, Inc. 1290.02%0.06%0.15%Q1 2014Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.01%0.03%Q3 2018Q3 202321
AMERIPRISE FINANCIAL INC 1470.00%0.00%0.01%Q2 2013Q3 202321
HUNTINGTON NATIONAL BANK 1810.00%0.00%0.00%Q3 2017Q3 202321
Janney Montgomery Scott LLC 1330.00%0.01%0.04%Q3 2013Q3 202320
BENJAMIN F. EDWARDS & COMPANY, INC. 20200.00%0.02%0.07%Q4 2018Q3 202320
Tower Research Capital LLC (TRC) 1110.00%0.02%0.06%Q2 2013Q3 202320
GOLDMAN SACHS GROUP INC 930.00%0.00%0.00%Q2 2014Q2 202320
JNBA Financial Advisors 920.00%0.01%0.02%Q1 2018Q3 202320
Covington Capital Management 20200.00%0.00%0.00%Q4 2017Q3 202220
Private Advisor Group, LLC 1410.00%0.02%0.09%Q3 2014Q3 202320
Eukles Asset Management 20200.00%0.00%0.00%Q4 2018Q3 202320
Carroll Financial Associates, Inc. 20200.00%0.01%0.02%Q1 2017Q4 202120
IHT Wealth Management, LLC 1720.00%0.18%0.69%Q4 2017Q3 202319
Advisory Services Network, LLC 19190.01%0.02%0.03%Q1 2019Q3 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
TSFG, LLC 19190.00%0.01%0.03%Q1 2019Q3 202319
1832 Asset Management L.P. 19190.00%0.00%0.06%Q1 2019Q3 202319
Capital Analysts, LLC 19190.01%0.05%0.10%Q1 2019Q3 202319
Steward Partners Investment Advisory, LLC 1810.00%0.03%0.08%Q3 2018Q3 202319
OPPENHEIMER & CO INC 1540.01%0.03%0.08%Q2 2013Q3 202319
Tradewinds Capital Management, LLC 18180.00%0.00%0.00%Q2 2019Q3 202318
APPLETON PARTNERS INC/MA 1510.02%0.04%0.06%Q2 2018Q4 202318
CAMDEN NATIONAL BANK 1410.05%0.08%0.12%Q2 2018Q3 202318
CWM, LLC 1080.00%0.01%0.01%Q1 2019Q3 202318
BANK OF MONTREAL /CAN/ 1520.00%0.00%0.00%Q2 2019Q3 202317
Parallel Advisors, LLC 17170.00%0.00%0.00%Q3 2019Q3 202317
CREDIT SUISSE AG/ 810.00%0.00%0.00%Q2 2013Q3 202317
STIFEL FINANCIAL CORP 1510.00%0.01%0.02%Q1 2014Q3 202317
Advisors Preferred, LLC 410.01%0.05%0.12%Q4 2013Q1 202116
Walkner Condon Financial Advisors LLC 16160.21%0.32%0.54%Q4 2019Q3 202316
HARBOR INVESTMENT ADVISORY, LLC 16160.00%0.00%0.01%Q4 2019Q3 202316
BLAIR WILLIAM & CO/IL 1330.00%0.00%0.00%Q1 2018Q3 202316
IAG Wealth Partners, LLC 16160.01%0.01%0.02%Q4 2019Q3 202316
First Allied Advisory Services, Inc. 1330.01%0.02%0.03%Q1 2014Q3 202016
OSAIC HOLDINGS, INC. 15150.01%0.03%0.06%Q1 2020Q3 202315
TRUIST FINANCIAL CORP 15150.00%0.00%0.01%Q1 2020Q3 202315
JPMORGAN CHASE & CO 1140.00%0.00%0.00%Q2 2013Q3 202315
PARK NATIONAL CORP /OH/ 15150.01%0.04%0.07%Q2 2020Q4 202315
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1210.00%0.00%0.01%Q1 2015Q3 202315
FLAGSHIP HARBOR ADVISORS, LLC 15150.00%0.10%0.20%Q1 2020Q3 202315
CREATIVE FINANCIAL DESIGNS INC /ADV 1410.00%0.00%0.00%Q1 2018Q3 202315
Capital Investment Advisory Services, LLC 1050.00%0.00%0.01%Q4 2019Q3 202315
PRENTISS SMITH & CO INC 15150.01%0.01%0.01%Q4 2014Q2 201815
MSI Financial Services Inc 15150.00%0.01%0.04%Q2 2013Q4 201615
HighTower Advisors, LLC 12120.00%0.01%0.03%Q4 2020Q3 202314
Cetera Advisor Networks LLC 14140.01%0.09%0.25%Q2 2020Q3 202314
Stonebridge Financial Planning Group, LLC 14140.09%1.10%1.95%Q1 2020Q2 202314
B. Riley Wealth Advisors, Inc. 1210.00%0.04%0.09%Q2 2014Q3 202314
FMR LLC 14140.00%0.00%0.00%Q2 2020Q3 202314
Gradient Investments LLC 510.00%0.01%0.05%Q2 2013Q3 202314
D.A. DAVIDSON & CO. 1220.00%0.01%0.01%Q1 2017Q3 202314
Milestone Advisory Partners 14140.64%1.71%3.87%Q2 2020Q3 202314
THRIVENT FINANCIAL FOR LUTHERANS 13130.00%0.00%0.00%Q3 2020Q3 202313
BDO Wealth Advisors, LLC 13130.00%0.01%0.01%Q2 2020Q2 202313
Realta Investment Advisors 1210.00%0.07%0.13%Q2 2019Q3 202313
UNITED CAPITAL FINANCIAL ADVISORS, LLC 13130.00%0.00%0.00%Q3 2020Q3 202313
Rockefeller Capital Management L.P. 13130.00%0.02%0.12%Q3 2020Q3 202313
Cetera Advisors LLC 1210.00%0.04%0.07%Q1 2019Q3 202313
BOKF, NA 13130.01%0.01%0.01%Q1 2016Q1 201913
Cetera Investment Advisers 13130.02%0.07%0.15%Q3 2020Q3 202313
Gladstone Institutional Advisory LLC 13130.03%0.23%0.86%Q3 2020Q3 202313
AVANTAX ADVISORY SERVICES, INC. 13130.01%0.02%0.03%Q3 2020Q3 202313
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 13130.00%0.00%0.00%Q3 2020Q3 202313
Hudock, Inc. 13130.03%0.14%0.24%Q3 2020Q3 202313
FRANKLIN RESOURCES INC 13130.00%0.00%0.00%Q3 2020Q3 202313
Kestra Advisory Services, LLC 13130.02%0.08%0.19%Q3 2020Q3 202313
Global Retirement Partners, LLC 760.00%0.02%0.05%Q2 2020Q3 202313
Sigma Planning Corp 13130.01%0.06%0.12%Q3 2020Q3 202313
Baird Financial Group, Inc. 13130.00%0.00%0.01%Q3 2020Q3 202313
Mutual Advisors, LLC 12120.02%0.06%0.10%Q4 2020Q3 202312
Financial Advocates Investment Management 12120.03%0.07%0.12%Q4 2020Q3 202312
Onyx Bridge Wealth Group LLC 12120.18%0.45%1.02%Q4 2020Q3 202312
TOTH FINANCIAL ADVISORY CORP 12120.00%0.00%0.00%Q4 2020Q3 202312
Avior Wealth Management, LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
Leelyn Smith, LLC 12120.00%0.11%0.35%Q1 2020Q4 202212
MML INVESTORS SERVICES, LLC 12120.01%0.02%0.02%Q4 2020Q3 202312
Kesler, Norman & Wride, LLC 12120.06%0.11%0.24%Q4 2020Q3 202312
American Portfolios Advisors 12120.00%0.03%0.10%Q4 2019Q3 202212
AE Wealth Management LLC 12120.01%0.04%0.08%Q4 2020Q3 202312
Stratos Wealth Partners, LTD. 12120.01%0.02%0.04%Q4 2020Q3 202312
Prospera Financial Services Inc 12120.02%0.04%0.06%Q4 2020Q3 202312
Larson Financial Group LLC 12120.00%0.00%0.01%Q4 2020Q3 202312
Financial Partners Group, Inc 12120.09%0.24%0.47%Q4 2020Q3 202312
BALDWIN BROTHERS LLC/MA 12120.00%0.00%0.01%Q1 2021Q4 202312
Berger Financial Group, Inc 12120.04%0.13%0.30%Q4 2020Q3 202312
HSBC HOLDINGS PLC 770.00%0.00%0.00%Q4 2020Q2 202212
SOA Wealth Advisors, LLC. 12120.00%0.01%0.02%Q4 2020Q3 202312
Elite Wealth Management, Inc. 12120.10%0.72%1.68%Q4 2020Q3 202312
DEUTSCHE BANK AG\ 660.00%0.00%0.00%Q3 2013Q2 201912
Wealthspire Advisors, LLC 12120.11%0.21%0.30%Q4 2020Q3 202312
Bluesphere Advisors, LLC 12120.58%1.30%2.68%Q4 2020Q3 202312
CITY HOLDING CO 12120.08%0.17%0.24%Q4 2020Q3 202312
SVB WEALTH LLC 12120.00%0.02%0.06%Q4 2020Q3 202312
Commonwealth Equity Services, Inc 820.00%0.00%0.00%Q1 2014Q3 201712
Founders Financial Alliance, LLC 12120.00%0.01%0.01%Q4 2020Q3 202312
LINCOLN NATIONAL CORP 12120.01%0.01%0.01%Q4 2020Q3 202312
Moloney Securities Asset Management, LLC 12120.06%0.12%0.19%Q4 2020Q3 202312
WEDBUSH SECURITIES INC 12120.02%0.03%0.08%Q4 2020Q3 202312
SUMITOMO MITSUI FINANCIAL GROUP, INC. 12120.05%0.10%0.20%Q4 2020Q3 202312
Carmichael Hill & Associates, Inc. 12120.01%0.01%0.02%Q4 2020Q3 202312
Princeton Global Asset Management LLC 12120.00%0.03%0.10%Q4 2020Q3 202312
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 12120.11%0.16%0.26%Q3 2020Q2 202312
Rikoon Group, LLC 12120.09%0.16%0.29%Q2 2018Q1 202112
Newbridge Financial Services Group, Inc. 11110.02%0.03%0.05%Q1 2021Q3 202311
Equitable Holdings, Inc. 11110.00%0.01%0.02%Q4 2020Q2 202311
NEXT Financial Group, Inc 610.00%0.06%0.20%Q4 2018Q4 202111
Kovack Advisors, Inc. 11110.04%0.06%0.11%Q4 2020Q2 202311
Madrona Financial Services, LLC 11110.29%2.08%2.67%Q1 2021Q3 202311
LexAurum Advisors, LLC 1010.06%0.09%0.11%Q4 2020Q3 202311
Spire Wealth Management 11110.00%0.01%0.04%Q1 2021Q3 202311
Pinnacle Summer Investments, Inc. 11110.01%0.01%0.01%Q2 2013Q4 201511
New England Private Wealth Advisors LLC 11110.06%0.08%0.09%Q1 2021Q3 202311
RAYMOND JAMES TRUST N.A. 11110.02%0.02%0.02%Q1 2021Q3 202311
Westside Investment Management, Inc. 11110.00%0.00%0.01%Q1 2021Q3 202311
FIRST TRUST ADVISORS LP 11110.01%0.01%0.02%Q1 2021Q3 202311
Manchester Capital Management LLC 11110.00%0.00%0.01%Q1 2021Q3 202311
J.P. Morgan Private Wealth Advisors LLC 11110.00%0.01%0.02%Q1 2021Q3 202311
NVWM, LLC 11110.00%0.01%0.01%Q1 2021Q3 202311
FIFTH THIRD BANCORP 11110.00%0.00%0.00%Q1 2021Q3 202311
KESTRA PRIVATE WEALTH SERVICES, LLC 11110.02%0.05%0.07%Q1 2021Q3 202311
MANCHESTER FINANCIAL INC 11111.12%1.97%3.40%Q3 2020Q1 202311
MEITAV INVESTMENT HOUSE LTD 11110.05%0.98%8.94%Q1 2021Q3 202311
Kingsview Wealth Management, LLC 650.01%0.02%0.07%Q4 2020Q3 202311
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 11110.24%0.32%0.45%Q4 2020Q2 202311
CONSOLIDATED CAPITAL MANAGEMENT, LLC 11111.34%3.02%4.32%Q1 2021Q3 202311
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 11110.03%0.08%0.13%Q4 2020Q2 202311
CIBC Private Wealth Group, LLC 11110.02%0.09%0.30%Q1 2021Q3 202311
GREAT VALLEY ADVISOR GROUP, INC. 11110.03%0.09%0.21%Q3 2020Q1 202311
Arbor Investment Advisors, LLC 920.04%0.06%0.08%Q3 2020Q2 202311
CAPTRUST FINANCIAL ADVISORS 11110.00%0.00%0.00%Q2 2020Q4 202211
First PREMIER Bank 11110.05%0.10%0.13%Q1 2021Q3 202311
GPS Wealth Strategies Group, LLC 830.04%0.37%1.13%Q4 2020Q3 202311
SIGNATUREFD, LLC 820.00%0.00%0.01%Q1 2021Q3 202310
Secure Asset Management, LLC 820.14%0.84%3.49%Q4 2020Q3 202310
TANDEM CAPITAL MANAGEMENT CORP /ADV 10100.16%0.19%0.22%Q2 2021Q3 202310
Ten Capital Wealth Advisors, LLC 10100.01%0.01%0.02%Q4 2020Q1 202310
PSI Advisors, LLC 910.01%0.02%0.04%Q4 2019Q3 202310
HARBOUR INVESTMENTS, INC. 640.02%0.09%0.28%Q1 2021Q3 202310
VALLEY NATIONAL ADVISERS INC 10100.01%0.04%0.10%Q2 2021Q3 202310
Prestige Wealth Management Group LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
Tradition Wealth Management, LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
Advisor Group, Inc. 10100.00%0.00%0.00%Q3 2017Q4 201910
BNP PARIBAS FINANCIAL MARKETS 10100.00%0.00%0.00%Q2 2021Q3 202310
TCI Wealth Advisors, Inc. 10100.01%0.01%0.04%Q4 2020Q1 202310
Accel Wealth Management 10100.01%0.16%0.46%Q4 2020Q1 202310
Concentrum Wealth Management 10101.05%1.30%1.59%Q4 2020Q1 202310
HRT FINANCIAL LP 410.01%0.57%4.46%Q4 2014Q3 202310
KEYBANK NATIONAL ASSOCIATION/OH 820.00%0.00%0.00%Q4 2020Q2 202310
AdvisorNet Financial, Inc 10100.00%0.00%0.00%Q2 2021Q3 202310
Mayflower Financial Advisors, LLC 10100.07%0.09%0.14%Q1 2021Q2 202310
SMITH, MOORE & CO. 10100.03%0.04%0.04%Q1 2021Q2 202310
Parcion Private Wealth LLC 10100.11%0.18%0.26%Q2 2020Q3 202210
SRS Capital Advisors, Inc. 10100.00%0.00%0.01%Q2 2021Q3 202310
Winch Advisory Services, LLC 10100.00%0.00%0.01%Q2 2021Q3 202310
MCDONALD PARTNERS LLC 640.07%0.08%0.11%Q4 2020Q2 202310
Royal Fund Management, LLC 10100.00%0.00%0.00%Q4 2016Q1 201910
PEOPLES FINANCIAL SERVICES CORP. 10100.00%0.01%0.01%Q2 2021Q3 202310
AMERICAN INTERNATIONAL GROUP, INC. 10100.00%0.00%0.00%Q3 2013Q4 201510
Western Wealth Management, LLC 820.04%0.08%0.12%Q1 2021Q3 202310
WealthOne, LLC 10100.11%0.15%0.20%Q1 2021Q2 202310
NWAM LLC 720.03%0.04%0.06%Q2 2021Q3 20239
PFG Private Wealth Management, LLC 990.01%0.01%0.01%Q3 2021Q3 20239
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 990.08%0.12%0.17%Q3 2021Q3 20239
LIBERTY WEALTH MANAGEMENT LLC 630.01%0.07%0.10%Q2 2021Q3 20239
MAI Capital Management 990.00%0.01%0.01%Q3 2021Q3 20239
Community Financial Services Group, LLC 720.01%0.01%0.01%Q2 2013Q3 20159
Wealthfront Advisers LLC 990.00%0.00%0.01%Q3 2021Q3 20239
Arkadios Wealth Advisors 610.00%0.07%0.20%Q4 2019Q3 20229
HBK Sorce Advisory LLC 810.01%0.01%0.02%Q2 2021Q3 20239
FIRST MANHATTAN CO. LLC. 810.00%0.00%0.00%Q1 2020Q3 20239
BANK HAPOALIM BM 990.87%1.16%1.44%Q1 2021Q1 20239
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 990.78%2.26%2.83%Q3 2021Q3 20239
Snowden Capital Advisors LLC 810.01%0.02%0.03%Q1 2021Q3 20239
Joel Isaacson & Co., LLC 810.02%0.02%0.03%Q2 2021Q3 20239
Essex LLC 990.10%0.14%0.18%Q3 2021Q3 20239
Horan Securities, Inc. 720.01%0.01%0.01%Q1 2021Q2 20239
Baker Avenue Asset Management, LP 990.01%0.04%0.22%Q3 2021Q3 20239
Belpointe Asset Management LLC 990.01%0.02%0.06%Q1 2021Q1 20239
North Star Investment Management Corp. 990.00%0.01%0.01%Q2 2021Q2 20239
Wealthcare Advisory Partners LLC 990.01%0.02%0.04%Q1 2021Q1 20239
FinTrust Capital Advisors, LLC 990.01%0.02%0.02%Q3 2021Q3 20239
Mattern Wealth Management LLC 990.09%0.24%0.40%Q3 2020Q3 20229
MV CAPITAL MANAGEMENT, INC. 990.00%0.02%0.12%Q1 2021Q1 20239
SeaCrest Wealth Management, LLC 610.00%0.01%0.03%Q4 2017Q2 20229
Csenge Advisory Group 520.02%0.21%0.44%Q4 2020Q3 20239
MOTCO 990.01%0.01%0.01%Q3 2021Q3 20239
Ancora Advisors LLC 990.00%0.00%0.00%Q3 2021Q3 20239
Mason & Associates Inc 880.10%0.67%3.12%Q4 2021Q3 20238
Integrity Financial Corp /WA 880.00%0.01%0.03%Q4 2021Q3 20238
Ranch Capital Advisors Inc. 880.05%0.10%0.14%Q4 2019Q3 20218
My Personal CFO, LLC 880.16%0.44%0.93%Q4 2021Q3 20238
First Heartland Consultants, Inc. 880.01%0.03%0.04%Q4 2021Q3 20238
PFS Partners, LLC 880.01%0.02%0.04%Q4 2021Q3 20238
Allworth Financial LP 880.00%0.00%0.00%Q4 2021Q3 20238
OneDigital Investment Advisors LLC 530.01%0.01%0.03%Q1 2018Q4 20218
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 880.00%0.00%0.00%Q3 2021Q2 20238
Paragon Private Wealth Management, LLC 880.46%0.91%1.26%Q4 2021Q3 20238
Mariner, LLC 880.01%0.02%0.04%Q4 2021Q3 20238
Covestor Ltd 880.00%0.01%0.01%Q4 2021Q3 20238
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
PFG Advisors 620.02%0.04%0.08%Q4 2020Q3 20238
CABOT WEALTH MANAGEMENT INC 880.03%0.03%0.04%Q4 2020Q3 20228
Mascoma Wealth Management LLC 880.01%0.04%0.07%Q4 2021Q3 20238
Wagner Wealth Management, LLC 530.00%0.02%0.06%Q4 2020Q4 20228
Moors & Cabot, Inc. 880.03%0.04%0.05%Q4 2021Q3 20238
Migdal Insurance & Financial Holdings Ltd. 710.00%0.03%0.26%Q1 2021Q2 20238
MARINER INDEPENDENT ADVISOR NETWORK, LLC 880.05%0.33%0.55%Q4 2020Q3 20228
Money Design Co.,Ltd. 880.00%0.36%0.66%Q4 2021Q3 20238
TD Waterhouse Canada Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
SYNOVUS FINANCIAL CORP 710.00%0.00%0.01%Q1 2020Q3 20238
South Shore Capital Advisors 880.43%0.69%0.89%Q4 2020Q3 20228
EPG Wealth Management LLC 620.00%0.16%0.44%Q4 2020Q4 20228
Bell Rock Capital LLC 880.01%0.01%0.01%Q1 2018Q4 20198
CIBC WORLD MARKET INC. 880.00%0.00%0.00%Q4 2020Q3 20228
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
Bickling Financial Services, Inc. 880.15%0.26%0.33%Q1 2021Q4 20228
COLONY GROUP LLC 620.00%0.01%0.01%Q3 2020Q2 20238
LEO BROKERAGE, LLC 420.03%0.07%0.12%Q4 2020Q2 20238
Spectrum Management Group, LLC 880.01%0.01%0.02%Q4 2020Q3 20228
Personal Capital Advisors Corp 610.00%0.00%0.00%Q4 2020Q3 20227
Activest Wealth Management 410.00%0.04%0.07%Q1 2021Q3 20237
Choate Investment Advisors 770.00%0.00%0.00%Q1 2022Q3 20237
Merit Financial Group, LLC 410.01%0.03%0.11%Q4 2020Q2 20237
NewEdge Advisors, LLC 610.01%0.01%0.01%Q4 2021Q3 20237
Stonebridge Capital Advisors LLC 770.00%0.00%0.00%Q3 2021Q1 20237
GUARDIAN WEALTH ADVISORS, LLC / NC 770.00%0.00%0.00%Q4 2021Q2 20237
ICA Group Wealth Management, LLC 770.14%0.20%0.23%Q1 2022Q3 20237
PROVENCE WEALTH MANAGEMENT GROUP 610.07%0.37%0.56%Q4 2021Q3 20237
Edge Advisors, LLC 770.01%0.01%0.01%Q4 2016Q2 20187
Atria Wealth Solutions, Inc. 770.05%0.08%0.10%Q1 2022Q3 20237
Belvedere Trading LLC 310.00%0.05%0.13%Q4 2020Q1 20227
B. Riley Wealth Management, Inc. 770.00%0.13%0.20%Q4 2020Q2 20227
MONEY CONCEPTS CAPITAL CORP 520.00%0.01%0.02%Q4 2020Q4 20227
American Institute for Advanced Investment Management, LLP 770.41%0.65%0.95%Q4 2021Q2 20237
Sandy Spring Bank 770.00%0.00%0.00%Q1 2022Q3 20237
Charter Oak Capital Management, LLC 770.00%0.00%0.00%Q4 2020Q2 20227
Global Trust Asset Management, LLC 770.01%0.09%0.28%Q3 2020Q1 20227
SALEM INVESTMENT COUNSELORS INC 770.00%0.00%0.00%Q1 2021Q3 20227
Raleigh Capital Management Inc. 770.01%0.01%0.01%Q1 2022Q3 20237
SJS Investment Consulting Inc. 520.01%0.03%0.06%Q4 2021Q3 20237
WCG Wealth Advisors LLC 660.02%0.18%0.25%Q2 2022Q3 20237
SP Asset Management 770.03%0.04%0.05%Q1 2021Q3 20227
PRUDENTIAL PLC 430.00%0.01%0.02%Q2 2020Q3 20227
Dynamic Advisor Solutions LLC 770.02%0.02%0.02%Q1 2021Q3 20227
Tyler-Stone Wealth Management 520.03%0.04%0.05%Q4 2021Q3 20237
Oakworth Capital, Inc. 770.00%0.00%0.00%Q3 2017Q1 20197
Lattice Capital Management, LLC 770.28%1.71%5.22%Q4 2021Q2 20237
Ameritas Advisory Services, LLC 610.07%0.09%0.12%Q4 2021Q3 20237
PCG Wealth Advisors, LLC 770.15%0.30%0.56%Q4 2021Q2 20237
Apriem Advisors 770.02%0.02%0.03%Q1 2014Q3 20157
Portfolio Strategies, Inc. 431.67%4.60%6.41%Q3 2020Q3 20227
Aptus Capital Advisors, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
VALLEY WEALTH MANAGERS, INC. 660.00%0.00%0.00%Q2 2022Q3 20236
UBS AG 660.00%0.01%0.01%Q2 2013Q3 20146
Cornerstone Wealth Management, LLC 660.02%0.04%0.08%Q1 2021Q2 20226
Curbstone Financial Management Corp 660.41%0.47%0.51%Q2 2014Q3 20156
Paragon Wealth Strategies, LLC 660.20%2.77%6.36%Q3 2020Q4 20216
TAP Consulting, LLC 510.00%0.30%0.38%Q4 2021Q3 20236
BARCLAYS PLC 510.00%0.00%0.00%Q2 2021Q2 20236
ALBION FINANCIAL GROUP /UT 660.00%0.00%0.00%Q2 2021Q3 20226
Cypress Capital Group 510.03%0.10%0.16%Q1 2021Q3 20226
FLOW TRADERS U.S. LLC 210.01%0.04%0.07%Q4 2020Q3 20236
Avitas Wealth Management LLC 660.06%0.08%0.12%Q3 2020Q4 20216
Anfield Capital Management, LLC 660.30%0.62%1.14%Q3 2020Q4 20216
Banque Cantonale Vaudoise 660.00%0.00%0.00%Q4 2020Q1 20226
SCOTIA CAPITAL INC. 660.00%0.00%0.01%Q4 2020Q1 20226
ASB Consultores, LLC 660.53%0.60%0.67%Q2 2022Q3 20236
Qube Research & Technologies Ltd 310.00%0.01%0.01%Q2 2021Q3 20236
SEAVIEW INVESTMENT MANAGERS LLC 660.12%0.52%0.76%Q1 2021Q2 20226
Patriot Financial Group Insurance Agency, LLC 660.00%0.01%0.01%Q1 2021Q2 20226
Beacon Pointe Advisors, LLC 660.01%0.01%0.02%Q2 2021Q3 20226
Somerset Group LLC 510.17%0.18%0.20%Q1 2021Q3 20226
NIEMANN CAPITAL MANAGEMENT INC 410.20%1.90%2.83%Q2 2013Q2 20206
Glassman Wealth Services 660.01%0.02%0.02%Q1 2022Q2 20236
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 660.00%0.00%0.01%Q1 2021Q2 20226
Ameritas Investment Company, LLC 310.00%0.05%0.12%Q4 2018Q3 20216
Cambridge Advisors Inc. 420.05%0.06%0.07%Q4 2021Q2 20236
Stratos Wealth Advisors, LLC 660.04%0.10%0.18%Q1 2021Q2 20226
Endurance Wealth Management, Inc. 660.01%0.01%0.01%Q1 2022Q2 20236
PRIVATE TRUST CO NA 660.00%0.02%0.03%Q2 2022Q3 20236
O'Dell Group, LLC 510.00%0.00%0.00%Q3 2021Q2 20236
Virtu KCG Holdings LLC 410.00%0.01%0.01%Q2 2014Q1 20176
STEPHENS INC /AR/ 660.00%0.00%0.01%Q4 2020Q1 20226
IFG Advisory, LLC 110.02%0.04%0.13%Q1 2021Q3 20235
Optiver Holding B.V. 550.00%0.00%0.00%Q1 2021Q1 20225
Burleson & Company, LLC 550.00%0.00%0.00%Q4 2021Q4 20225
RFG Advisory, LLC 550.02%0.03%0.03%Q4 2020Q4 20215
CENTAURUS FINANCIAL, INC. 310.00%0.09%0.16%Q2 2018Q1 20225
SG Americas Securities, LLC 320.00%0.01%0.04%Q2 2014Q1 20175
Zullo Investment Group, Inc. 550.08%0.09%0.11%Q4 2021Q4 20225
WIMMER ASSOCIATES 1, LLC 320.12%0.13%0.14%Q3 2021Q3 20235
CoreCap Advisors, LLC 550.03%0.12%0.17%Q4 2021Q4 20225
JFS WEALTH ADVISORS, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Avestar Capital, LLC 410.01%0.30%0.90%Q4 2017Q4 20215
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 550.06%0.08%0.08%Q3 2022Q3 20235
PEAK6 Investments LLC 210.00%0.00%0.00%Q1 2021Q2 20225
Operose Advisors LLC 550.05%0.07%0.10%Q4 2021Q4 20225
Castleview Partners, LLC 550.00%0.01%0.01%Q3 2022Q3 20235
Golden State Wealth Management, LLC 210.00%1.82%9.06%Q2 2019Q4 20215
WEALTH ADVISORS, INC. 550.09%0.11%0.16%Q1 2021Q1 20225
Plante Moran Financial Advisors, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
COZAD ASSET MANAGEMENT INC 550.07%0.08%0.09%Q1 2021Q1 20225
TriaGen Wealth Management LLC 550.53%0.61%0.67%Q4 2020Q4 20215
Strategic Asset Management, LLC 550.03%0.04%0.05%Q3 2021Q3 20225
Partnervest Advisory Services LLC 550.00%0.00%0.01%Q2 2013Q2 20145
Colonial River Wealth Management, LLC 320.25%0.31%0.39%Q4 2020Q1 20225
DeDora Capital, Inc. 550.12%0.16%0.21%Q3 2022Q3 20235
Trek Financial, LLC 550.03%0.03%0.04%Q4 2020Q4 20215
Rehmann Capital Advisory Group 320.00%0.00%0.00%Q1 2018Q2 20195
Kaizen Financial Strategies 550.21%0.44%0.77%Q3 2021Q3 20225
Fulcrum Equity Management 410.12%1.10%2.16%Q2 2020Q3 20225
BROWN BROTHERS HARRIMAN & CO 550.00%0.00%0.00%Q1 2022Q1 20235
Grant/GrossMendelsohn, LLC 550.65%2.87%4.34%Q4 2020Q4 20215
Renaissance Technologies 310.00%0.00%0.00%Q4 2020Q1 20235
SPINNAKER TRUST 550.06%0.08%0.11%Q3 2014Q3 20155
Bogart Wealth, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 440.00%0.00%0.00%Q4 2022Q3 20234
VAN ECK ASSOCIATES CORP 440.00%0.00%0.00%Q2 2021Q1 20224
MILLENNIUM MANAGEMENT LLC 210.00%0.00%0.01%Q1 2021Q4 20224
Intrua Financial, LLC 440.05%0.06%0.07%Q1 2021Q4 20214
Capital Advisors, Ltd. LLC 440.00%0.00%0.00%Q1 2017Q4 20174
MONTAG A & ASSOCIATES INC 440.00%0.00%0.00%Q1 2021Q4 20214
Farther Finance Advisors, LLC 440.00%0.01%0.01%Q4 2022Q3 20234
Community Bank, N.A. 440.00%0.00%0.00%Q2 2021Q1 20224
PARSONS CAPITAL MANAGEMENT INC/RI 310.02%0.02%0.02%Q4 2020Q4 20214
Beaumont Financial Partners, LLC 440.02%0.40%0.83%Q2 2021Q1 20224
HOLLENCREST CAPITAL MANAGEMENT 440.00%0.00%0.00%Q4 2022Q3 20234
Elevated Capital Advisors, LLC 110.07%0.18%0.26%Q3 2021Q1 20234
Legacy Wealth Partners, Inc. 440.21%0.26%0.35%Q2 2020Q1 20214
Wellington Shields Capital Management, LLC 440.10%0.10%0.11%Q4 2013Q3 20144
BBJS FINANCIAL ADVISORS, LLC 440.01%0.80%1.80%Q4 2022Q3 20234
Cassady Schiller Wealth Management, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Psagot Value Holdings Ltd. 440.03%0.05%0.12%Q4 2020Q3 20214
Telemetry Investments, L.L.C. 310.29%0.36%0.46%Q1 2021Q3 20224
WealthShield Partners, LLC 310.00%0.00%0.00%Q1 2021Q3 20234
Valeo Financial Advisors, LLC 220.00%0.00%0.00%Q1 2020Q1 20214
PRIVATE ASSET MANAGEMENT INC 440.03%0.08%0.13%Q1 2021Q4 20214
Richard W. Paul & Associates, LLC 440.01%0.02%0.02%Q4 2022Q3 20234
Insight Advisors, LLC/ PA 440.11%0.17%0.25%Q1 2021Q4 20214
HERITAGE WEALTH MANAGEMENT, LLC 440.01%0.01%0.01%Q1 2022Q4 20224
Total Clarity Wealth Management, Inc. 210.01%0.02%0.02%Q1 2021Q2 20224
Veritable, L.P. 210.01%0.01%0.02%Q1 2022Q2 20234
Gemmer Asset Management LLC 440.00%0.00%0.01%Q2 2021Q1 20224
INTEGRAL INVESTMENT ADVISORS, INC. 440.16%0.85%1.19%Q4 2021Q3 20224
Diversified, LLC 440.94%1.24%1.38%Q2 2021Q1 20224
Eley Financial Management, Inc 440.24%0.27%0.31%Q4 2022Q3 20234
Cardan Capital Partners, LLC 440.05%0.08%0.10%Q3 2016Q2 20174
Sonora Investment Management, LLC 440.00%0.00%0.00%Q4 2020Q3 20214
All Season Financial Advisors, Inc. 310.33%0.56%0.76%Q1 2022Q2 20234
StoneX Group Inc. 440.03%0.04%0.05%Q1 2021Q4 20214
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 440.01%0.02%0.03%Q1 2022Q4 20224
J.W. COLE ADVISORS, INC. 220.02%0.04%0.07%Q1 2021Q1 20224
Placemark Investments, Inc. 440.00%0.00%0.01%Q2 2013Q1 20144
BAIRD ROBERT W & CO INC /WI/ 440.01%0.01%0.01%Q2 2013Q1 20144
Collaborative Wealth Managment Inc. 210.16%0.23%0.27%Q1 2021Q3 20224
Worth Asset Management, LLC 440.03%0.04%0.05%Q1 2022Q4 20224
Destiny Wealth Partners, LLC 210.01%0.03%0.03%Q1 2021Q4 20224
VitalStone Financial, LLC 440.00%0.00%0.01%Q4 2022Q3 20234
Claro Advisors LLC 210.00%0.07%0.09%Q4 2018Q3 20234
Geier Asset Management, Inc. 330.20%0.22%0.26%Q4 2020Q2 20213
Crescent Capital Consulting, LLC 330.01%0.01%0.01%Q2 2021Q4 20213
Ayalon Insurance Comp Ltd. 330.02%0.02%0.03%Q4 2020Q2 20213
Private Advisory Group LLC 210.12%0.45%0.69%Q3 2020Q3 20223
Prime Capital Investment Advisors, LLC 330.08%0.12%0.18%Q1 2023Q3 20233
DB Wealth Management Group, LLC 210.01%0.30%0.47%Q4 2020Q4 20213
EDMOND DE ROTHSCHILD HOLDING S.A. 330.00%0.00%0.00%Q4 2020Q2 20213
WealthCare Investment Partners, LLC 210.17%0.21%0.26%Q4 2021Q3 20223
CASCADE INVESTMENT GROUP, INC. 330.21%0.22%0.24%Q4 2022Q2 20233
HAZLETT, BURT & WATSON, INC. 330.02%0.03%0.03%Q1 2022Q3 20223
Paradigm Financial Advisors, LLC 331.40%1.98%2.42%Q2 2021Q4 20213
EATON VANCE MANAGEMENT 330.00%0.00%0.00%Q2 2021Q4 20213
Coppell Advisory Solutions LLC 210.00%0.00%0.00%Q4 2022Q3 20233
WBI INVESTMENTS, LLC 330.05%0.06%0.06%Q1 2023Q3 20233
Aspire Private Capital, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 330.02%0.03%0.05%Q1 2021Q3 20213
SP Asset Management LLC 210.02%0.03%0.03%Q4 2022Q3 20233
Cape Investment Advisory, Inc. 330.02%0.02%0.03%Q1 2023Q3 20233
PINNACLE ASSOCIATES LTD 330.00%0.00%0.01%Q1 2021Q3 20213
FSA Wealth Management LLC 210.00%0.00%0.01%Q1 2020Q4 20203
SIMPLEX TRADING, LLC 210.00%0.00%0.00%Q4 2020Q2 20223
Stevard, LLC 330.22%0.23%0.25%Q1 2023Q3 20233
Transform Wealth, LLC 330.08%0.10%0.12%Q2 2016Q4 20163
Koshinski Asset Management, Inc. 330.00%0.00%0.01%Q3 2021Q1 20223
Eudaimonia Partners, LLC 330.01%0.03%0.04%Q3 2020Q1 20213
Key Client Fiduciary Advisors, LLC 210.18%0.21%0.25%Q4 2021Q3 20223
TUCKER ASSET MANAGEMENT LLC 330.00%0.00%0.00%Q3 2022Q1 20233
Capital Asset Advisory Services LLC 110.00%0.00%0.00%Q4 2019Q4 20203
Robertson Stephens Wealth Management, LLC 330.02%0.04%0.05%Q4 2022Q2 20233
Triumph Capital Management 330.60%0.66%0.76%Q2 2021Q4 20213
Good Life Advisors, LLC 330.08%0.10%0.11%Q4 2020Q2 20213
Strategic Investment Solutions, Inc. /IL 330.00%0.00%0.00%Q1 2023Q3 20233
Jacobi Capital Management LLC 330.00%0.00%0.00%Q1 2021Q3 20213
Hilltop Holdings Inc. 210.03%0.03%0.04%Q3 2021Q3 20223
Clay Northam Wealth Management, LLC 210.26%0.26%0.27%Q4 2021Q3 20223
Cascadia Advisory Services, LLC 330.12%0.13%0.15%Q1 2021Q3 20213
Vigilare Wealth Management 210.36%0.39%0.41%Q2 2021Q3 20223
Brevan Howard Capital Management LP 330.58%1.24%2.03%Q4 2020Q2 20213
Synergy Asset Management, LLC 110.05%0.98%1.60%Q4 2020Q4 20213
Barrett Asset Management, LLC 330.00%0.00%0.00%Q1 2021Q3 20213
PFG Investments, LLC 330.36%0.41%0.47%Q1 2023Q3 20233
Pathway Financial Advisors LLC 330.01%0.01%0.01%Q4 2017Q2 20183
MGO ONE SEVEN LLC 210.03%0.04%0.06%Q1 2021Q3 20233
ACCESS FINANCIAL SERVICES, INC. 220.45%0.48%0.51%Q2 2021Q3 20212
ShoreHaven Wealth Partners, LLC 220.04%0.04%0.04%Q4 2020Q1 20212
SEGALL BRYANT & HAMILL, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
DHK Financial Advisors, Inc. 220.49%0.52%0.56%Q2 2023Q3 20232
Altus Wealth Group LLC 220.01%0.01%0.02%Q4 2020Q1 20212
Northwest Capital Management Inc 220.01%0.02%0.02%Q2 2023Q3 20232
Fiduciary Alliance LLC 110.00%0.00%0.00%Q4 2022Q2 20232
SIGNET FINANCIAL MANAGEMENT, LLC 110.00%0.01%0.01%Q3 2018Q4 20212
Herold Advisors, Inc. 110.01%0.01%0.01%Q3 2021Q1 20222
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 220.00%0.00%0.00%Q1 2021Q2 20212
Arlington Financial Advisors, LLC 110.59%1.39%2.18%Q4 2021Q3 20232
Brendel Financial Advisors LLC 110.03%0.29%0.54%Q4 2020Q2 20212
Executive Wealth Management, LLC 110.02%0.03%0.03%Q3 2022Q1 20232
Harel Insurance Investments & Financial Services Ltd. 110.00%0.00%0.01%Q4 2021Q1 20232
BB&T SECURITIES, LLC 220.01%0.02%0.02%Q4 2013Q1 20142
CHIRON CAPITAL MANAGEMENT, LLC 220.17%0.22%0.28%Q1 2022Q2 20222
Archer Investment Corp 220.00%0.00%0.00%Q2 2023Q3 20232
Laird Norton Wetherby Wealth Management, LLC 220.01%0.01%0.02%Q1 2021Q2 20212
Wealth Management Partners, LLC 220.22%0.25%0.28%Q4 2020Q1 20212
ARGI Investment Services, LLC 220.10%0.15%0.21%Q4 2021Q1 20222
Ford Financial Group, LLC 110.00%0.00%0.00%Q2 2021Q4 20212
Neuberger Berman Group LLC 220.00%0.00%0.00%Q4 2021Q1 20222
WESPAC Advisors, LLC 221.81%1.81%1.81%Q1 2014Q2 20142
NATIONAL PLANNING CORP 110.00%0.01%0.02%Q4 2014Q4 20152
First Horizon Advisors, Inc. 220.00%0.00%0.00%Q3 2022Q4 20222
Bard Financial Services, Inc. 220.02%0.02%0.02%Q1 2023Q2 20232
Darwin Wealth Management, LLC 110.00%0.02%0.03%Q1 2020Q1 20222
QCM Cayman, Ltd. 220.58%0.92%1.26%Q4 2020Q1 20212
Integrated Wealth Concepts LLC 220.01%0.01%0.01%Q4 2021Q1 20222
Carnick & Kubik, LLC 220.08%0.12%0.17%Q4 2015Q1 20162
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 220.02%0.02%0.02%Q2 2021Q3 20212
Platt Investment Counsel, LLC 220.21%0.22%0.22%Q2 2021Q3 20212
Freestone Capital Holdings, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
JONES FINANCIAL COMPANIES LLLP 110.00%0.00%0.00%Q1 2023Q3 20232
INVICTUS PRIVATE WEALTH, LLC 220.74%0.90%1.05%Q4 2022Q1 20232
ENTERPRISE FINANCIAL SERVICES CORP 220.01%0.01%0.02%Q3 2020Q4 20202
Derbend Asset Management 220.25%0.27%0.28%Q2 2021Q3 20212
VERUS CAPITAL PARTNERS, LLC 220.01%0.01%0.01%Q4 2019Q1 20202
Vestpro Financial Partners, Inc. dba CPF Texas 220.00%0.01%0.01%Q2 2018Q3 20182
USCA RIA LLC 220.22%0.24%0.26%Q1 2021Q2 20212
Sowell Financial Services LLC 220.00%0.01%0.01%Q4 2020Q1 20212
OLD MISSION CAPITAL LLC 220.01%0.01%0.02%Q1 2022Q2 20222
MANAGED ACCOUNT ADVISORS LLC 220.00%0.00%0.00%Q1 2015Q2 20152
MMBG INVESTMENT ADVISORS CO. 220.02%0.04%0.06%Q2 2023Q3 20232
GLENMEDE TRUST CO NA 220.00%0.00%0.00%Q4 2017Q1 20182
STIFEL NICOLAUS & CO INC \MO\ 220.01%0.01%0.02%Q2 2013Q3 20132
Trilogy Capital Inc. 220.18%0.25%0.32%Q4 2021Q1 20222
Clear Creek Financial Management, LLC 110.05%0.06%0.07%Q4 2020Q3 20212
Householder Group Estate & Retirement Specialist, LLC 110.00%0.00%0.00%Q3 2022Q1 20232
Pallas Capital Advisors LLC 220.03%0.03%0.04%Q2 2023Q3 20232
Sterling Manor Financial, LLC 220.42%0.46%0.49%Q1 2021Q2 20212
DRW Securities, LLC 110.01%0.01%0.01%Q2 2013Q4 20132
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 220.07%0.08%0.08%Q4 2021Q1 20222
MUFG Americas Holdings Corp 220.00%0.00%0.00%Q3 2021Q4 20212
Lee Financial Co 110.00%0.00%0.00%Q1 2023Q1 20231
Hibernia Wealth Partners, LLC 110.33%0.33%0.33%Q3 2023Q3 20231
Johnson Financial Group, Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
Carolina Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Garden State Investment Advisory Services LLC 110.15%0.15%0.15%Q4 2022Q4 20221
V Wealth Advisors LLC 110.03%0.03%0.03%Q4 2021Q4 20211
LEVEL FOUR ADVISORY SERVICES, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Riverpoint Wealth Management Holdings, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Simplicity Solutions, LLC 110.08%0.08%0.08%Q4 2020Q4 20201
Savant Capital, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Cedar Brook Financial Partners, LLC 110.05%0.05%0.05%Q1 2022Q1 20221
CONSILIO WEALTH ADVISORS, LLC 111.02%1.02%1.02%Q4 2021Q4 20211
Ergoteles LLC 110.33%0.33%0.33%Q1 2021Q1 20211
EUDAIMONIA ADVISORS LLC 110.15%0.15%0.15%Q4 2021Q4 20211
Inscription Capital, LLC 110.03%0.03%0.03%Q2 2021Q2 20211
ARMSTRONG ADVISORY GROUP, INC 110.00%0.00%0.00%Q3 2023Q3 20231
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.01%0.01%0.01%Q2 2018Q2 20181
Parisi Gray Wealth Management 110.06%0.06%0.06%Q2 2021Q2 20211
Paradigm, Strategies in Wealth Management, LLC 110.02%0.02%0.02%Q2 2021Q2 20211
Aquire Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
HEADINVEST, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
AllSquare Wealth Management LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Authentikos Wealth Advisory, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Bank Julius Baer & Co. Ltd, Zurich 110.00%0.00%0.00%Q4 2021Q4 20211
Ipswich Investment Management Co., Inc. 110.01%0.01%0.01%Q4 2018Q4 20181
Lido Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Taylor Hoffman Wealth Management 110.00%0.00%0.00%Q4 2018Q4 20181
ASSETMARK, INC 110.00%0.00%0.00%Q3 2023Q3 20231
PITTENGER & ANDERSON INC 110.00%0.00%0.00%Q3 2023Q3 20231
Personal Wealth Partners 110.04%0.04%0.04%Q2 2021Q2 20211
Stonehearth Capital Management, LLC 111.56%1.56%1.56%Q4 2021Q4 20211
Institute for Wealth Management, LLC. 110.01%0.01%0.01%Q3 2014Q3 20141
Jane Street Holding, LLC 110.00%0.00%0.00%Q3 2013Q3 20131
Quent Capital, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
MOORE CAPITAL MANAGEMENT, LP 110.01%0.01%0.01%Q1 2022Q1 20221
CAMDEN NATIONAL CORP 110.11%0.11%0.11%Q1 2021Q1 20211
ARCADIA INVESTMENT MANAGEMENT CORP/MI 110.00%0.00%0.00%Q2 2015Q2 20151
KRAEMATON INVESTMENT ADVISORS, INC 110.03%0.03%0.03%Q4 2022Q4 20221
Karp Capital Management Corp 110.01%0.01%0.01%Q4 2018Q4 20181
TORONTO DOMINION BANK 110.00%0.00%0.00%Q1 2023Q1 20231
REILLY FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
NBC SECURITIES, INC. 110.02%0.02%0.02%Q3 2023Q3 20231
Main Street Financial Solutions, LLC 110.06%0.06%0.06%Q1 2021Q1 20211
Headlands Technologies LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Coppell Advisory Solutions Corp. 110.00%0.00%0.00%Q4 2022Q4 20221
Crestone Asset Management LLC 110.05%0.05%0.05%Q3 2022Q3 20221
Glass Jacobson Investment Advisors llc 110.01%0.01%0.01%Q4 2022Q4 20221
Summit X, LLC 110.10%0.10%0.10%Q1 2021Q1 20211
Biltmore Capital Advisors LLC 110.09%0.09%0.09%Q1 2021Q1 20211
Comprehensive Financial Consultants Institutional, Inc. 110.10%0.10%0.10%Q4 2021Q4 20211
Wedmont Private Capital 110.03%0.03%0.03%Q1 2023Q1 20231
Gunma Bank,Ltd. 110.94%0.94%0.94%Q1 2021Q1 20211
Principle Wealth Partners LLC 110.03%0.03%0.03%Q2 2021Q2 20211
Dynamic Technology Lab Private Ltd 110.02%0.02%0.02%Q4 2022Q4 20221
VISTA FINANCE, LLC 110.45%0.45%0.45%Q4 2021Q4 20211
Regal Investment Advisors LLC 110.01%0.01%0.01%Q3 2014Q3 20141
EWG Elevate Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Advisor Resource Council 110.26%0.26%0.26%Q2 2021Q2 20211
USA FINANCIAL FORMULAS 110.01%0.01%0.01%Q3 2021Q3 20211
Accurate Wealth Management, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Venture Visionary Partners LLC 110.01%0.01%0.01%Q2 2022Q2 20221
BARINGS LLC 110.20%0.20%0.20%Q4 2022Q4 20221
LEVEL FOUR FINANCIAL, LLC 110.10%0.10%0.10%Q1 2021Q1 20211
Nachman Norwood & Parrott, Inc 110.00%0.00%0.00%Q3 2020Q3 20201
High Net Worth Advisory Group LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Grove Bank & Trust 110.00%0.00%0.00%Q3 2023Q3 20231
CALTON & ASSOCIATES, INC. 110.00%0.00%0.00%Q4 2017Q4 20171
Lakewood Asset Management LLC 110.05%0.05%0.05%Q4 2022Q4 20221
Wealthspire Advisors, L.P. 110.01%0.01%0.01%Q3 2020Q3 20201
SEI INVESTMENTS CO 110.00%0.00%0.00%Q4 2018Q4 20181
Virtu Financial LLC 110.19%0.19%0.19%Q4 2014Q4 20141
FundX Investment Group, LLC 113.61%3.61%3.61%Q1 2021Q1 20211
Summit Wealth Group, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
WMG Financial Advisors, LLC 110.75%0.75%0.75%Q3 2022Q3 20221
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
Strategic Blueprint, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Moser Wealth Advisors, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Apollon Wealth Management, LLC 110.23%0.23%0.23%Q4 2021Q4 20211
Live Oak Investment Partners 110.01%0.01%0.01%Q3 2023Q3 20231
TCWP LLC 110.02%0.02%0.02%Q1 2022Q1 20221
Trinity Legacy Partners, LLC 110.07%0.07%0.07%Q4 2021Q4 20211
Winslow, Evans & Crocker, Inc. 110.07%0.07%0.07%Q4 2020Q4 20201
HHM Wealth Advisors, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Concert Wealth Management Inc. 110.00%0.00%0.00%Q3 2016Q3 20161
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Orion Portfolio Solutions, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
ProVise Management Group, LLC 110.10%0.10%0.10%Q4 2021Q4 20211
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
DHJJ Financial Advisors, Ltd. 110.00%0.00%0.00%Q3 2023Q3 20231
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
McElhenny Sheffield Capital Management, LLC 110.03%0.03%0.03%Q4 2022Q4 20221
HAP Trading, LLC 110.12%0.12%0.12%Q3 2022Q3 20221
One Capital Management, LLC 110.02%0.02%0.02%Q3 2022Q3 20221
Measured Wealth Private Client Group, LLC 110.01%0.01%0.01%Q3 2018Q3 20181
Investmark Advisory Group LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Covenant Multifamily Offices, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
LifePlan Financial Group, Inc 110.00%0.00%0.00%Q4 2019Q4 20191
Advisory Alpha, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Lion Street Advisors, LLC 110.08%0.08%0.08%Q2 2023Q2 20231
PATHSTONE FAMILY OFFICE, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
KINGS POINT CAPITAL MANAGEMENT 110.00%0.00%0.00%Q1 2022Q1 20221
TFG Advisers LLC 110.01%0.01%0.01%Q4 2019Q4 20191
RMR Wealth Builders 110.03%0.03%0.03%Q1 2021Q1 20211
Castle Rock Wealth Management, LLC 110.41%0.41%0.41%Q1 2021Q1 20211
TELEMUS CAPITAL, LLC 110.04%0.04%0.04%Q3 2020Q3 20201
Bedel Financial Consulting, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
Bristlecone Advisors, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Envestnet Portfolio Solutions, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Blue Trust, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
Y-Intercept (Hong Kong) Ltd 110.09%0.09%0.09%Q1 2021Q1 20211
NORTHWEST INVESTMENT COUNSELORS, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
BESSEMER GROUP INC 110.00%0.00%0.00%Q1 2023Q1 20231
Truvestments Capital LLC 110.02%0.02%0.02%Q3 2018Q3 20181
DIVIDEND ASSETS CAPITAL, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Wealth Enhancement & Preservation of GA, LLC 111.77%1.77%1.77%Q1 2021Q1 20211
CreativeOne Wealth, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
MARK SHEPTOFF FINANCIAL PLANNING, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Financial Architects, Inc 110.01%0.01%0.01%Q2 2020Q2 20201
ExodusPoint Capital Management, LP 110.00%0.00%0.00%Q2 2021Q2 20211
Psagot Value Holdings Ltd. / (Israel) 110.03%0.03%0.03%Q3 2021Q3 20211
FIRST HORIZON CORP 110.00%0.00%0.00%Q2 2021Q2 20211
EdgeRock Capital LLC 110.01%0.01%0.01%Q3 2022Q3 20221
CNB Bank 110.00%0.00%0.00%Q4 2021Q4 20211
Parker Investment Management, LLC 114.40%4.40%4.40%Q4 2020Q4 20201
FormulaFolio Investments, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 110.01%0.01%0.01%Q4 2020Q4 20201
D'Orazio & Associates, Inc. 110.00%0.00%0.00%Q3 2021Q3 20211
NOMURA HOLDINGS INC 110.00%0.00%0.00%Q3 2013Q3 20131
M&R CAPITAL MANAGEMENT INC 110.00%0.00%0.00%Q4 2022Q4 20221
Halpern Financial, Inc. 110.00%0.00%0.00%Q3 2022Q3 20221
Beaumont Financial Advisors, LLC 110.89%0.89%0.89%Q2 2023Q2 20231
Trexquant Investment LP 110.01%0.01%0.01%Q1 2023Q1 20231
ETFIDEA, LLC 110.08%0.08%0.08%Q4 2021Q4 20211
NEW ENGLAND SECURITIES CORP /MA/ 110.00%0.00%0.00%Q1 2014Q1 20141
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.