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 30300.00%0.00%0.00%Q2 2016Q3 202372
Citadel Advisors 2630.00%0.00%0.00%Q2 2016Q3 202360
Cutler Group LLC / CA 1950.00%0.00%0.05%Q2 2016Q3 202353
JANE STREET GROUP, LLC 2020.00%0.00%0.02%Q2 2016Q3 202349
BARCLAYS PLC 1620.00%0.00%0.00%Q2 2016Q3 202141
BANK OF AMERICA CORP /DE/ 30300.00%0.00%0.00%Q2 2016Q3 202333
BENJAMIN F. EDWARDS & COMPANY, INC. 30300.00%0.05%0.20%Q2 2016Q3 202330
ROYAL BANK OF CANADA 30300.00%0.00%0.00%Q2 2016Q3 202330
Geneos Wealth Management Inc. 30300.01%0.03%0.10%Q2 2016Q3 202330
RAYMOND JAMES & ASSOCIATES 30300.00%0.00%0.01%Q2 2016Q3 202330
LPL Financial LLC 30300.00%0.01%0.02%Q2 2016Q3 202330
MORGAN STANLEY 30300.00%0.00%0.01%Q2 2016Q3 202330
UBS Group AG 30300.00%0.00%0.01%Q2 2016Q3 202330
WELLS FARGO & COMPANY/MN 30300.00%0.00%0.01%Q2 2016Q3 202330
Daiwa Securities Group Inc. 29290.00%0.00%0.00%Q3 2016Q3 202329
Tower Research Capital LLC (TRC) 1610.00%0.05%0.18%Q3 2016Q3 202327
IFP Advisors, Inc 17100.00%0.01%0.04%Q2 2016Q3 202327
AMERIPRISE FINANCIAL INC 16110.00%0.00%0.01%Q4 2016Q3 202327
Global Trust Asset Management, LLC 24240.00%0.01%0.04%Q4 2017Q3 202324
Steward Partners Investment Advisory, LLC 1420.00%0.01%0.03%Q4 2016Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 13100.00%0.01%0.06%Q4 2017Q3 202323
REILLY FINANCIAL ADVISORS, LLC 23230.00%0.00%0.00%Q2 2016Q4 202123
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.02%0.04%Q3 2018Q3 202321
OneDigital Investment Advisors LLC 1420.00%0.04%0.15%Q2 2017Q4 202220
American Portfolios Advisors 20200.00%0.02%0.13%Q4 2017Q3 202220
Cetera Advisors LLC 20200.00%0.01%0.03%Q4 2018Q3 202320
North Star Investment Management Corp. 1230.00%0.00%0.01%Q2 2016Q4 202220
SIMPLEX TRADING, LLC 1320.00%0.00%0.01%Q2 2016Q3 202219
V Wealth Advisors LLC 1710.07%0.23%0.38%Q2 2016Q4 202018
Raymond James Financial Services Advisors, Inc. 1170.00%0.01%0.03%Q3 2016Q3 202318
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 810.00%0.00%0.00%Q2 2016Q3 202317
Parallel Advisors, LLC 910.00%0.00%0.03%Q1 2017Q3 202317
Global Retirement Partners, LLC 1070.00%0.00%0.01%Q4 2016Q3 202317
PNC FINANCIAL SERVICES GROUP, INC. 1310.00%0.00%0.00%Q2 2016Q3 202316
ENVESTNET ASSET MANAGEMENT INC 970.00%0.00%0.00%Q2 2016Q3 202316
Ballew Advisors, Inc 1330.22%0.45%0.86%Q1 2018Q1 202216
BNP PARIBAS FINANCIAL MARKETS 1010.00%0.01%0.01%Q2 2016Q3 202316
GOLDMAN SACHS GROUP INC 710.00%0.00%0.00%Q2 2016Q3 202315
Advisor Group, Inc. 15150.00%0.01%0.02%Q2 2016Q4 201915
LADENBURG THALMANN FINANCIAL SERVICES INC. 15150.00%0.00%0.01%Q2 2016Q4 201915
OSAIC HOLDINGS, INC. 15150.00%0.01%0.02%Q1 2020Q3 202315
FMR LLC 1210.00%0.00%0.00%Q1 2019Q3 202314
Advisory Services Network, LLC 810.00%0.01%0.08%Q1 2017Q3 202314
SOL Capital Management CO 1310.04%0.64%2.10%Q2 2016Q1 202214
Creative Planning 770.00%0.01%0.04%Q2 2016Q3 202314
STIFEL FINANCIAL CORP 1220.00%0.00%0.01%Q2 2016Q3 202314
Patriot Financial Group Insurance Agency, LLC 1310.00%0.01%0.03%Q4 2016Q2 202214
Valeo Financial Advisors, LLC 13130.00%0.00%0.00%Q3 2017Q3 202013
DEUTSCHE BANK AG\ 1110.00%0.00%0.00%Q3 2018Q3 202313
Aptus Capital Advisors, LLC 13130.00%0.00%0.00%Q3 2020Q3 202313
CALTON & ASSOCIATES, INC. 1010.02%0.11%0.18%Q4 2017Q1 202313
JPMORGAN CHASE & CO 410.00%0.00%0.00%Q2 2016Q2 202313
Baird Financial Group, Inc. 1110.00%0.01%0.02%Q3 2020Q3 202312
FLAGSHIP HARBOR ADVISORS, LLC 1020.00%0.07%0.11%Q2 2018Q3 202212
CIBC WORLD MARKET INC. 1110.00%0.01%0.01%Q4 2016Q3 202312
WHITTIER TRUST CO 12120.00%0.00%0.00%Q4 2016Q3 201912
Parallax Volatility Advisers, L.P. 12120.00%0.00%0.00%Q3 2016Q2 201912
AE Wealth Management LLC 12120.00%0.02%0.08%Q4 2020Q3 202312
Main Street Financial Solutions, LLC 12120.07%0.12%0.17%Q4 2020Q3 202312
Fusion Family Wealth LLC 12120.00%0.00%0.01%Q4 2016Q3 201912
McClarren Financial Advisors, Inc. 650.00%0.00%0.00%Q4 2020Q3 202311
OPPENHEIMER & CO INC 610.00%0.03%0.05%Q2 2016Q3 202311
Transamerica Financial Advisors, Inc. 910.00%0.00%0.00%Q4 2016Q2 202011
Banque Cantonale Vaudoise 11110.00%0.00%0.00%Q1 2021Q3 202311
Private Advisor Group, LLC 810.00%0.01%0.02%Q3 2016Q3 202310
HARBOUR INVESTMENTS, INC. 640.00%0.02%0.04%Q1 2021Q3 202310
Axiom Investment Management LLC 10100.01%0.03%0.04%Q1 2019Q2 202110
Csenge Advisory Group 10100.02%0.10%0.20%Q2 2021Q3 202310
Proficio Capital Partners LLC 640.00%0.18%0.40%Q2 2017Q3 202310
TRUIST FINANCIAL CORP 550.00%0.01%0.02%Q2 2020Q3 202310
MML INVESTORS SERVICES, LLC 730.00%0.01%0.01%Q2 2017Q3 202310
SRS Capital Advisors, Inc. 10100.00%0.00%0.00%Q2 2021Q3 202310
Cetera Advisor Networks LLC 10100.00%0.02%0.05%Q2 2021Q3 202310
CUMBERLAND ADVISORS INC 731.00%2.45%3.33%Q3 2016Q4 201910
Foundations Investment Advisors, LLC 10100.02%0.04%0.07%Q1 2020Q2 202210
NewEdge Advisors, LLC 640.00%0.01%0.04%Q4 2020Q3 202310
Qube Research & Technologies Ltd 610.00%0.02%0.10%Q4 2020Q3 202310
Windmill Hill Asset Management Ltd 540.48%1.10%1.87%Q3 2020Q4 20229
Great Diamond Partners, LLC 810.13%0.32%0.38%Q2 2020Q4 20229
Cambridge Investment Research Advisors, Inc. 810.00%0.02%0.05%Q4 2020Q3 20239
Moors & Cabot, Inc. 540.01%0.03%0.04%Q4 2018Q3 20239
Prospera Financial Services Inc 720.04%0.10%0.22%Q2 2016Q3 20239
TimeScale Financial, Inc. 990.00%0.00%0.00%Q1 2021Q1 20239
BANK OF MONTREAL /CAN/ 510.00%0.00%0.00%Q1 2018Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
MONEY CONCEPTS CAPITAL CORP 510.00%0.03%0.19%Q4 2020Q3 20238
TOMPKINS FINANCIAL CORP 880.03%0.05%0.05%Q1 2022Q4 20238
TWO SIGMA SECURITIES, LLC 210.00%0.01%0.06%Q3 2017Q3 20238
GUARDIAN WEALTH ADVISORS, LLC / NC 880.00%0.00%0.00%Q4 2021Q3 20238
HighMark Wealth Management LLC 880.01%0.02%0.03%Q4 2021Q3 20238
Financial Sense Advisors, Inc. 410.08%0.69%1.28%Q2 2016Q3 20238
Janney Montgomery Scott LLC 610.00%0.02%0.07%Q3 2016Q4 20228
Raleigh Capital Management Inc. 880.01%0.01%0.01%Q4 2021Q3 20238
Rockefeller Capital Management L.P. 710.00%0.00%0.00%Q2 2021Q2 20238
Integrity Financial Corp /WA 880.00%0.00%0.00%Q4 2021Q3 20238
SFG Wealth Management, LLC. 880.70%1.64%2.85%Q4 2021Q3 20238
Kestra Advisory Services, LLC 710.00%0.01%0.02%Q2 2021Q3 20238
Grand Central Investment Group 883.88%6.68%8.99%Q4 2020Q3 20228
Paragon Private Wealth Management, LLC 880.23%0.44%0.59%Q4 2021Q3 20238
GREAT VALLEY ADVISOR GROUP, INC. 880.02%0.10%0.27%Q4 2021Q3 20238
Financial Partners Group, Inc 610.04%0.09%0.14%Q4 2021Q3 20237
Anfield Capital Management, LLC 771.31%1.64%2.02%Q1 2022Q3 20237
Winslow, Evans & Crocker, Inc. 610.00%0.00%0.01%Q2 2016Q4 20207
Atria Wealth Solutions, Inc. 770.01%0.02%0.04%Q1 2022Q3 20237
Madison Asset Management, LLC 610.01%0.09%0.16%Q3 2021Q2 20237
Claraphi Advisory Network, LLC 610.00%0.22%0.36%Q1 2020Q3 20227
Winch Advisory Services, LLC 770.08%0.35%0.54%Q1 2018Q3 20197
PSI Advisors, LLC 770.00%0.00%0.02%Q1 2022Q3 20237
Advisors Preferred, LLC 410.00%0.00%0.01%Q3 2016Q3 20227
CITIGROUP INC 510.00%0.00%0.00%Q2 2016Q2 20237
Edge Advisors, LLC 770.00%0.00%0.00%Q4 2016Q2 20187
BLAIR WILLIAM & CO/IL 430.00%0.00%0.00%Q2 2020Q3 20227
CAPTRUST FINANCIAL ADVISORS 770.00%0.01%0.02%Q1 2021Q3 20227
Virtu Financial LLC 310.02%0.18%0.27%Q4 2016Q4 20197
Verity Asset Management, Inc. 610.22%0.81%1.28%Q4 2018Q3 20227
PCG Wealth Advisors, LLC 770.95%1.73%2.91%Q1 2022Q3 20237
Allworth Financial LP 660.00%0.00%0.00%Q2 2022Q3 20236
NTV ASSET MANAGEMENT LLC 660.12%0.16%0.18%Q2 2022Q3 20236
Legacy Financial Advisors, Inc. 660.00%0.00%0.00%Q4 2017Q1 20196
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 660.67%1.44%2.39%Q2 2021Q3 20226
HRT FINANCIAL LP 210.00%0.37%2.22%Q2 2016Q2 20236
NEXT Financial Group, Inc 660.00%0.00%0.01%Q2 2016Q3 20176
Parisi Gray Wealth Management 660.00%0.00%0.00%Q4 2017Q1 20196
Commonwealth Equity Services, Inc 660.00%0.01%0.02%Q2 2016Q3 20176
CWM, LLC 510.00%0.00%0.00%Q2 2016Q3 20236
Hilltop Holdings Inc. 310.03%0.03%0.04%Q2 2021Q1 20236
ASPIRIANT, LLC 660.04%0.05%0.06%Q3 2021Q4 20226
Renaissance Technologies 210.00%0.00%0.00%Q4 2018Q2 20226
HSBC HOLDINGS PLC 660.00%0.00%0.00%Q2 2022Q3 20236
MANUFACTURERS LIFE INSURANCE COMPANY, THE 330.00%0.00%0.00%Q2 2016Q4 20176
Sigma Planning Corp 320.00%0.01%0.01%Q2 2020Q3 20215
First PREMIER Bank 550.00%0.00%0.00%Q2 2016Q2 20175
Blueshift Asset Management, LLC 310.03%0.05%0.08%Q2 2020Q2 20225
BARRETT & COMPANY, INC. 550.00%0.00%0.00%Q3 2022Q3 20235
Barrett Asset Management, LLC 550.00%0.00%0.00%Q4 2017Q4 20185
MACROVIEW INVESTMENT MANAGEMENT LLC 320.03%0.03%0.04%Q1 2022Q3 20235
First Horizon Advisors, Inc. 320.00%0.00%0.00%Q2 2022Q3 20235
Clark Capital Management Group, Inc. 410.01%0.06%0.14%Q3 2016Q1 20225
Kesler, Norman & Wride, LLC 550.17%0.19%0.20%Q3 2022Q3 20235
Belpointe Asset Management LLC 550.00%0.01%0.02%Q1 2022Q1 20235
Leelyn Smith, LLC 550.11%0.14%0.17%Q4 2021Q4 20225
Psagot Value Holdings Ltd. 550.00%0.00%0.00%Q2 2016Q2 20175
WEDBUSH SECURITIES INC 550.04%0.04%0.05%Q3 2022Q3 20235
Founders Financial Alliance, LLC 550.01%0.02%0.02%Q3 2022Q3 20235
FLOW TRADERS U.S. LLC 210.01%0.01%0.02%Q3 2016Q2 20225
WFG Advisors, LP 550.00%0.01%0.01%Q2 2016Q2 20175
Gladstone Institutional Advisory LLC 410.02%0.09%0.29%Q1 2021Q1 20235
Avior Wealth Management, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Larson Financial Group LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Stratos Wealth Partners, LTD. 210.00%0.01%0.03%Q4 2017Q2 20225
Tradewinds Capital Management, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
SIGNATUREFD, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Gradient Investments LLC 550.00%0.00%0.00%Q2 2016Q2 20175
BECK CAPITAL MANAGEMENT, LLC 550.58%1.25%2.01%Q1 2022Q1 20235
AdvisorNet Financial, Inc 550.00%0.00%0.00%Q3 2022Q3 20235
SMI Advisory Services, LLC 551.20%1.26%1.41%Q4 2021Q4 20225
Intrepid Financial Planning Group LLC 440.16%0.18%0.20%Q4 2022Q3 20234
Clarus Wealth Advisors 440.04%0.06%0.08%Q2 2018Q1 20194
J.P. Morgan Private Wealth Advisors LLC 310.00%0.00%0.00%Q2 2022Q3 20234
Davis Investment Partners, LLC 441.39%1.52%1.64%Q4 2022Q3 20234
Capital Asset Advisory Services LLC 310.00%0.04%0.06%Q4 2019Q4 20204
Cetera Investment Advisers 220.00%0.01%0.01%Q1 2022Q1 20234
Pacific Center for Financial Services 440.00%0.00%0.00%Q4 2016Q3 20174
Barnett & Company, Inc. 210.04%0.10%0.17%Q3 2021Q3 20234
Ahrens Investment Partners LLC 310.00%0.00%0.00%Q4 2021Q1 20234
American Institute for Advanced Investment Management, LLP 440.25%0.29%0.38%Q4 2022Q3 20234
SYNOVUS FINANCIAL CORP 440.00%0.00%0.00%Q2 2016Q1 20174
MGO ONE SEVEN LLC 440.02%0.02%0.03%Q4 2022Q3 20234
CoreCap Advisors, LLC 440.00%0.07%0.11%Q1 2022Q4 20224
PURSUE WEALTH PARTNERS LLC 440.13%0.20%0.28%Q4 2021Q3 20224
Outlook Wealth Advisors, LLC 310.13%0.23%0.36%Q4 2021Q1 20234
Per Stirling Capital Management, LLC. 440.09%0.11%0.15%Q4 2022Q3 20234
BANK OF NOVA SCOTIA 440.00%0.00%0.00%Q4 2022Q3 20234
Greenlight Capital 310.05%0.07%0.09%Q1 2022Q3 20234
Arkadios Wealth Advisors 440.00%0.00%0.00%Q4 2020Q3 20214
Hochman Cole Investment Advisors, Inc. 440.14%0.18%0.24%Q4 2016Q3 20174
Fulcrum Equity Management 441.90%2.04%2.10%Q2 2022Q1 20234
Wealthcare Advisory Partners LLC 310.00%0.02%0.04%Q2 2018Q4 20224
MCF Advisors LLC 310.00%0.00%0.00%Q2 2016Q2 20224
Spot Trading L.L.C 220.00%0.01%0.01%Q2 2016Q3 20164
Mariner, LLC 210.00%0.00%0.00%Q3 2016Q1 20233
J Arnold Wealth Management Co 210.02%0.05%0.12%Q4 2019Q2 20213
Golden State Wealth Management, LLC 330.00%0.00%0.00%Q1 2019Q3 20193
Koshinski Asset Management, Inc. 330.00%0.00%0.00%Q3 2021Q1 20223
X-Square Capital, LLC 330.19%0.21%0.23%Q2 2020Q4 20203
SG Americas Securities, LLC 210.00%0.01%0.01%Q2 2016Q1 20173
MARSHALL WACE, LLP 110.00%0.00%0.00%Q2 2020Q3 20223
Penserra Capital Management LLC 210.00%0.00%0.01%Q1 2021Q3 20233
HighTower Advisors, LLC 330.00%0.01%0.01%Q2 2022Q4 20223
Venturi Wealth Management, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
D.A. DAVIDSON & CO. 330.00%0.00%0.00%Q2 2016Q4 20163
STEPHENS INC /AR/ 330.07%0.08%0.09%Q2 2022Q4 20223
MSI Financial Services Inc 330.00%0.00%0.00%Q2 2016Q4 20163
TRUSTCORE FINANCIAL SERVICES, LLC 330.00%0.00%0.00%Q3 2021Q1 20223
Financial Architects, Inc 210.00%0.00%0.00%Q4 2016Q4 20173
PRIVATE TRUST CO NA 330.00%0.00%0.00%Q1 2023Q3 20233
Charter Oak Capital Management, LLC 330.00%0.00%0.00%Q4 2021Q2 20223
U S GLOBAL INVESTORS INC 110.00%0.02%0.04%Q2 2019Q1 20233
Essex Financial Services, Inc. 330.05%0.08%0.12%Q2 2022Q4 20223
Intrua Financial, LLC 210.08%0.85%2.27%Q2 2021Q3 20223
WMG Financial Advisors, LLC 210.18%0.56%0.87%Q3 2022Q3 20233
STRATEGY ASSET MANAGERS LLC 330.12%0.13%0.14%Q2 2022Q4 20223
RAYMOND JAMES TRUST N.A. 330.01%0.01%0.01%Q1 2023Q3 20233
ICA Group Wealth Management, LLC 330.00%0.00%0.00%Q4 2022Q2 20233
SeaCrest Wealth Management, LLC 110.01%0.06%0.11%Q2 2022Q4 20222
J.W. COLE ADVISORS, INC. 220.05%0.05%0.05%Q3 2022Q4 20222
qPULA Trading Management LP 220.40%0.91%1.42%Q1 2021Q2 20212
Sowell Financial Services LLC 110.00%0.06%0.12%Q3 2019Q2 20222
Private Advisory Group LLC 220.08%0.08%0.08%Q3 2022Q4 20222
Mirae Asset Global Investments Co., Ltd. 220.00%0.00%0.01%Q2 2018Q3 20182
EXANE DERIVATIVES 220.00%0.03%0.05%Q1 2022Q2 20222
US BANCORP \DE\ 110.00%0.00%0.00%Q3 2016Q3 20232
BAROMETER CAPITAL MANAGEMENT INC. 220.23%0.25%0.27%Q2 2023Q3 20232
WealthShield Partners, LLC 110.48%0.83%1.17%Q2 2021Q1 20222
Ciovacco Capital Management LLC 221.09%1.20%1.32%Q2 2022Q3 20222
WOLVERINE TRADING, LLC 220.00%0.00%0.00%Q2 2021Q3 20212
Financial Advocates Investment Management 220.08%0.08%0.09%Q4 2017Q1 20182
Consolidated Portfolio Review Corp 220.07%0.07%0.07%Q2 2023Q3 20232
Kingfisher Capital LLC 220.15%0.46%0.77%Q4 2016Q1 20172
Householder Group Estate & Retirement Specialist, LLC 110.00%0.00%0.01%Q1 2023Q3 20232
TOCQUEVILLE ASSET MANAGEMENT L.P. 220.01%0.01%0.01%Q2 2016Q3 20162
FIRST FOUNDATION ADVISORS 220.02%0.03%0.03%Q4 2022Q1 20232
Compagnie Lombard Odier SCmA 220.00%0.00%0.00%Q3 2022Q4 20222
SEI INVESTMENTS CO 220.00%0.00%0.00%Q1 2018Q2 20182
Brendel Financial Advisors LLC 220.00%1.76%3.51%Q1 2021Q2 20212
Insight Advisors, LLC/ PA 220.09%0.10%0.10%Q3 2021Q4 20212
Kistler-Tiffany Companies, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Stratos Wealth Advisors, LLC 220.17%0.17%0.17%Q2 2023Q3 20232
Independent Portfolio Consultants, Inc. 220.01%0.01%0.02%Q1 2017Q2 20172
Worth Asset Management, LLC 220.05%0.06%0.07%Q1 2022Q2 20222
ProVise Management Group, LLC 220.03%0.04%0.06%Q3 2022Q4 20222
Sterling Manor Financial, LLC 110.25%2.60%4.95%Q2 2022Q4 20222
WADE G W & INC 220.95%1.01%1.06%Q3 2022Q4 20222
Virtu KCG Holdings LLC 110.01%0.01%0.01%Q2 2016Q2 20172
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
BBJS FINANCIAL ADVISORS, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Lindbrook Capital, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
FWL INVESTMENT MANAGEMENT, LLC 110.02%0.03%0.04%Q4 2022Q3 20232
Kelman-Lazarov, Inc. 220.00%0.00%0.00%Q2 2016Q3 20162
Impact Partnership Wealth, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
South Shore Capital Advisors 220.28%0.42%0.56%Q4 2021Q1 20222
VisionPoint Advisory Group, LLC 110.00%0.06%0.11%Q1 2022Q2 20232
Joseph P. Lucia & Associates, LLC 110.00%0.00%0.00%Q4 2019Q4 20202
HOLLENCREST CAPITAL MANAGEMENT 110.01%0.01%0.02%Q1 2022Q4 20222
Beaumont Financial Partners, LLC 220.02%0.02%0.02%Q2 2022Q3 20222
BREWIN DOLPHIN LTD 220.10%0.10%0.10%Q1 2022Q2 20222
GRIMES & COMPANY, INC. 220.04%0.05%0.05%Q3 2017Q4 20172
1834 INVESTMENT ADVISORS CO 220.00%0.00%0.00%Q4 2021Q1 20222
RFG Advisory, LLC 220.03%0.03%0.03%Q2 2022Q3 20222
DAVENPORT & Co LLC 220.01%0.01%0.01%Q4 2016Q1 20172
TWO SIGMA INVESTMENTS, LP 220.00%0.00%0.00%Q4 2022Q1 20232
Integrated Wealth Management 220.00%0.00%0.00%Q2 2016Q3 20162
First Allied Advisory Services, Inc. 110.00%0.00%0.00%Q4 2017Q3 20192
CENTAURUS FINANCIAL, INC. 110.02%0.14%0.26%Q1 2022Q3 20222
Bartlett & Co. LLC 220.00%0.00%0.00%Q3 2023Q4 20232
GSA CAPITAL PARTNERS LLP 110.04%0.04%0.04%Q1 2023Q1 20231
ADVISORY RESEARCH INC 110.01%0.01%0.01%Q1 2017Q1 20171
MARINER INDEPENDENT ADVISOR NETWORK, LLC 110.02%0.02%0.02%Q1 2017Q1 20171
Accurate Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Waverly Advisors, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
EDMOND DE ROTHSCHILD HOLDING S.A. 110.01%0.01%0.01%Q1 2018Q1 20181
XR Securities LLC 110.03%0.03%0.03%Q2 2020Q2 20201
St. Louis Financial Planners Asset Management, LLC 110.87%0.87%0.87%Q4 2022Q4 20221
CREDIT SUISSE AG/ 110.00%0.00%0.00%Q3 2021Q3 20211
Avalon Investment & Advisory 110.00%0.00%0.00%Q4 2019Q4 20191
Camarda Financial Advisors, LLC 110.90%0.90%0.90%Q1 2022Q1 20221
GREENWOOD CAPITAL ASSOCIATES LLC 110.12%0.12%0.12%Q4 2019Q4 20191
BOURGEON CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Legacy Capital Group California, Inc. 110.65%0.65%0.65%Q1 2023Q1 20231
Advocacy Wealth Management Services, LLC 110.00%0.00%0.00%Q4 2016Q4 20161
SPROTT INC. 110.04%0.04%0.04%Q3 2022Q3 20221
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Congress Wealth Management LLC / DE / 110.01%0.01%0.01%Q3 2023Q3 20231
WBI INVESTMENTS, LLC 110.05%0.05%0.05%Q2 2018Q2 20181
State of Wyoming 110.00%0.00%0.00%Q4 2021Q4 20211
Vanguard Capital Wealth Advisors 110.25%0.25%0.25%Q2 2020Q2 20201
TOWNSQUARE CAPITAL LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Archer Investment Corp 110.00%0.00%0.00%Q3 2022Q3 20221
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Cornerstone Wealth Management, LLC 110.02%0.02%0.02%Q2 2020Q2 20201
Lionsbridge Wealth Management LLC 111.42%1.42%1.42%Q3 2022Q3 20221
CULLEN/FROST BANKERS, INC. 110.00%0.00%0.00%Q1 2023Q1 20231
Bienville Capital Management, LLC 110.35%0.35%0.35%Q1 2018Q1 20181
Kraft, Davis & Associates, LLC 110.16%0.16%0.16%Q4 2022Q4 20221
MANA Advisors LLC 111.80%1.80%1.80%Q4 2020Q4 20201
Kovack Advisors, Inc. 110.06%0.06%0.06%Q1 2022Q1 20221
PATHSTONE FAMILY OFFICE, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Merriman Wealth Management, LLC 110.08%0.08%0.08%Q2 2016Q2 20161
PEAK6 Investments LLC 110.01%0.01%0.01%Q3 2021Q3 20211
Amplius Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
ONE PLUS ONE WEALTH MANAGEMENT, LLC 110.47%0.47%0.47%Q3 2023Q3 20231
MERCER GLOBAL ADVISORS INC /ADV 110.00%0.00%0.00%Q2 2023Q2 20231
Lebenthal Global Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
BESSEMER GROUP INC 110.08%0.08%0.08%Q2 2022Q2 20221
Gryphon Financial Partners LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Key Client Fiduciary Advisors, LLC 114.03%4.03%4.03%Q4 2021Q4 20211
Gunderson Capital Management Inc. 110.32%0.32%0.32%Q3 2022Q3 20221
Goldstream Capital Management Ltd 110.08%0.08%0.08%Q4 2021Q4 20211
ExodusPoint Capital Management, LP 110.01%0.01%0.01%Q3 2019Q3 20191
Brevan Howard Capital Management LP 110.12%0.12%0.12%Q4 2022Q4 20221
Integrated Wealth Concepts LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Progeny 3, Inc. 110.13%0.13%0.13%Q3 2018Q3 20181
Westside Investment Management, Inc. 110.10%0.10%0.10%Q4 2016Q4 20161
OLIVER LAGORE VANVALIN INVESTMENT GROUP 110.00%0.00%0.00%Q1 2023Q1 20231
MARK ASSET MANAGEMENT LP 110.04%0.04%0.04%Q3 2021Q3 20211
Prosperity Wealth Management, Inc. 110.38%0.38%0.38%Q4 2022Q4 20221
Probabilities Fund Management, LLC 110.54%0.54%0.54%Q1 2019Q1 20191
PRUDENTIAL FINANCIAL INC 110.00%0.00%0.00%Q1 2022Q1 20221
AXXCESS WEALTH MANAGEMENT, LLC 110.20%0.20%0.20%Q2 2022Q2 20221
BLODGETT WEALTH ADVISORS, LLC 110.41%0.41%0.41%Q3 2022Q3 20221
MILLENNIUM MANAGEMENT LLC 110.00%0.00%0.00%Q3 2016Q3 20161
Kingsview Wealth Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Western Wealth Management, LLC 110.04%0.04%0.04%Q2 2022Q2 20221
Halpern Financial, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
BROWN BROTHERS HARRIMAN & CO 110.00%0.00%0.00%Q3 2023Q3 20231
HAP Trading, LLC 110.02%0.02%0.02%Q3 2022Q3 20221
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 110.00%0.00%0.00%Q1 2018Q1 20181
SUMMIT CAPITAL MANAGEMENT LLC 110.11%0.11%0.11%Q1 2016Q1 20161
MinichMacGregor Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
LIBERTY WEALTH MANAGEMENT LLC 110.03%0.03%0.03%Q3 2021Q3 20211
Baker Avenue Asset Management, LP 110.07%0.07%0.07%Q3 2023Q3 20231
Trexquant Investment LP 110.02%0.02%0.02%Q2 2022Q2 20221
TCTC Holdings, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
B. Riley Wealth Advisors, Inc. 110.01%0.01%0.01%Q4 2022Q4 20221
Spire Wealth Management 110.00%0.00%0.00%Q1 2022Q1 20221
Perigon Wealth Management, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Chicago Wealth Management, Inc. 113.52%3.52%3.52%Q4 2022Q4 20221
Veracity Capital LLC 110.12%0.12%0.12%Q2 2022Q2 20221
IHT Wealth Management, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Secure Asset Management, LLC 110.09%0.09%0.09%Q1 2022Q1 20221
SouthState Corp 110.00%0.00%0.00%Q3 2021Q3 20211
ASSETMARK, INC 110.00%0.00%0.00%Q3 2016Q3 20161
SOCIETE GENERALE 110.00%0.00%0.00%Q2 2016Q2 20161
Westchester Capital Management, LLC 110.53%0.53%0.53%Q4 2018Q4 20181
Simplicity Solutions, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Evercore Wealth Management, LLC 110.00%0.00%0.00%Q3 2016Q3 20161
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.