FIRST TR EXCHANGE-TRADED FD shareholder history

Current and past FIRST TR EXCHANGE-TRADED FD shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.01%Q3 2018Q3 202321
Geneos Wealth Management Inc. 21210.61%1.11%1.48%Q3 2018Q3 202321
Brinker Capital Investments, LLC 18180.01%0.02%0.02%Q3 2018Q4 202218
Raymond James Financial Services Advisors, Inc. 1340.00%0.01%0.04%Q3 2018Q3 202317
Soltis Investment Advisors LLC 16161.55%5.84%9.22%Q4 2019Q3 202316
JANE STREET GROUP, LLC 510.00%0.00%0.00%Q3 2018Q3 202316
Eldridge Investment Advisors, Inc. 15150.45%3.48%4.77%Q4 2019Q2 202315
Cambridge Investment Research Advisors, Inc. 1210.00%0.01%0.02%Q1 2019Q3 202315
TRUIST FINANCIAL CORP 15150.00%0.01%0.02%Q4 2019Q2 202315
Accuvest Global Advisors 14140.21%1.60%3.51%Q4 2019Q1 202314
OSAIC HOLDINGS, INC. 14140.00%0.03%0.11%Q2 2020Q3 202314
UBS Group AG 810.00%0.00%0.00%Q3 2018Q3 202314
ROYAL BANK OF CANADA 14140.00%0.00%0.00%Q2 2020Q3 202314
ProVise Management Group, LLC 14140.14%0.30%0.41%Q3 2019Q4 202214
Wealth Advisory Solutions, LLC 860.00%0.13%0.18%Q4 2019Q2 202314
Cornerstone Wealth Management, LLC 14140.03%0.33%0.71%Q4 2018Q1 202214
American Portfolios Advisors 12120.00%0.00%0.00%Q4 2019Q3 202212
Citadel Advisors 510.00%0.00%0.00%Q3 2018Q3 202312
LPL Financial LLC 12120.00%0.02%0.05%Q4 2020Q3 202312
CENTAURUS FINANCIAL, INC. 12120.02%0.02%0.04%Q2 2020Q1 202312
Private Advisor Group, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
IFP Advisors, Inc 11110.00%0.00%0.01%Q1 2021Q3 202311
ACG Wealth 11110.11%0.67%1.32%Q1 2020Q3 202211
OneDigital Investment Advisors LLC 11110.03%0.06%0.08%Q1 2021Q3 202311
HARBOUR INVESTMENTS, INC. 640.01%0.11%0.35%Q1 2021Q3 202310
ENVESTNET ASSET MANAGEMENT INC 10100.00%0.00%0.00%Q2 2021Q3 202310
AE Wealth Management LLC 550.00%0.07%0.13%Q4 2019Q4 202210
CREATIVE FINANCIAL DESIGNS INC /ADV 10100.00%0.07%0.19%Q2 2021Q3 202310
Simplicity Solutions, LLC 550.05%0.18%0.28%Q4 2019Q1 202310
Steward Partners Investment Advisory, LLC 10100.00%0.02%0.04%Q2 2021Q3 202310
MORGAN STANLEY 990.00%0.00%0.01%Q3 2021Q3 20239
COMMONWEALTH EQUITY SERVICES, LLC 990.00%0.00%0.00%Q3 2021Q3 20239
STIFEL FINANCIAL CORP 720.00%0.01%0.02%Q2 2021Q3 20239
Capital Investment Advisory Services, LLC 990.00%0.00%0.01%Q3 2021Q3 20239
Spire Wealth Management 420.00%0.02%0.05%Q1 2021Q3 20239
Stonebridge Financial Planning Group, LLC 990.01%0.01%0.01%Q4 2019Q4 20219
SUSQUEHANNA INTERNATIONAL GROUP, LLP 810.00%0.00%0.00%Q1 2021Q2 20239
Patriot Financial Group Insurance Agency, LLC 990.64%1.25%2.04%Q3 2021Q3 20239
CWM, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Equitable Holdings, Inc. 610.01%0.02%0.04%Q3 2020Q4 20228
NewEdge Advisors, LLC 880.00%0.01%0.02%Q4 2021Q3 20238
GOLDMAN SACHS GROUP INC 770.00%0.00%0.00%Q1 2022Q3 20237
Stratos Wealth Partners, LTD. 610.01%0.02%0.05%Q1 2021Q4 20227
Capital Analysts, LLC 770.00%0.00%0.01%Q1 2022Q3 20237
Wolf Group Capital Advisors 770.75%1.00%1.42%Q4 2021Q2 20237
ARQ WEALTH ADVISORS, LLC 772.70%3.12%3.87%Q3 2021Q1 20237
Integrity Financial Corp /WA 770.00%0.00%0.00%Q4 2021Q2 20237
Kestra Advisory Services, LLC 610.01%0.02%0.06%Q4 2020Q4 20227
SUTTON PLACE INVESTORS LLC 770.60%1.09%1.90%Q4 2021Q2 20237
Strategic Blueprint, LLC 770.02%0.03%0.04%Q4 2021Q2 20237
BANK OF AMERICA CORP /DE/ 520.00%0.00%0.00%Q1 2021Q4 20227
Camelot Portfolios, LLC 770.24%0.38%0.57%Q2 2021Q4 20227
Koss-Olinger Consulting, LLC 770.06%0.09%0.10%Q4 2021Q2 20237
ICA Group Wealth Management, LLC 770.10%0.11%0.11%Q1 2022Q3 20237
Walkner Condon Financial Advisors LLC 420.12%2.10%3.77%Q1 2021Q4 20226
Visionary Wealth Advisors 660.03%0.03%0.04%Q2 2022Q3 20236
Mascoma Wealth Management LLC 660.00%0.01%0.01%Q3 2021Q4 20226
LifePro Asset Management 660.13%0.17%0.22%Q1 2022Q2 20236
Ameritas Advisory Services, LLC 510.04%0.08%0.14%Q1 2022Q3 20236
Pitti Group Wealth Management, LLC 660.26%0.36%0.46%Q4 2021Q1 20236
Clearstead Advisors, LLC 660.00%0.00%0.00%Q1 2021Q2 20226
Cetera Advisor Networks LLC 510.00%0.01%0.05%Q2 2020Q2 20236
Atria Investments, Inc 550.04%0.16%0.22%Q2 2021Q2 20225
SkyOak Wealth, LLC 551.89%2.19%2.34%Q1 2022Q1 20235
Orion Portfolio Solutions, LLC 550.03%0.04%0.05%Q4 2021Q4 20225
Arkadios Wealth Advisors 550.04%0.17%0.27%Q2 2021Q2 20225
PSI Advisors, LLC 551.80%2.07%2.37%Q1 2021Q1 20225
EPG Wealth Management LLC 320.02%0.02%0.04%Q4 2021Q1 20235
MEEDER ASSET MANAGEMENT INC 550.00%0.00%0.00%Q1 2021Q1 20225
Integrated Wealth Concepts LLC 550.03%0.04%0.04%Q4 2021Q4 20225
SILVER OAK SECURITIES, INCORPORATED 550.08%0.14%0.23%Q3 2022Q3 20235
Zions Bancorporation, N.A. 550.01%0.01%0.01%Q1 2021Q1 20225
COZAD ASSET MANAGEMENT INC 550.08%0.20%0.36%Q3 2021Q3 20225
GREAT VALLEY ADVISOR GROUP, INC. 440.22%1.26%1.62%Q2 2021Q1 20224
SPINNAKER TRUST 440.42%0.45%0.47%Q2 2021Q1 20224
FMR LLC 210.00%0.00%0.00%Q2 2021Q3 20224
Ignite Planners, LLC 440.54%0.78%1.10%Q4 2021Q3 20224
GeoWealth Management, LLC 440.03%0.06%0.08%Q4 2022Q3 20234
RAYMOND JAMES & ASSOCIATES 440.00%0.00%0.00%Q3 2021Q2 20224
INSIGNEO ADVISORY SERVICES, LLC 440.06%0.07%0.09%Q4 2022Q3 20234
Weaver Consulting Group 440.01%0.01%0.01%Q4 2019Q3 20204
Western Wealth Management, LLC 440.02%0.02%0.02%Q4 2021Q3 20224
LINCOLN NATIONAL CORP 440.01%0.01%0.02%Q1 2021Q4 20214
Kingsview Wealth Management, LLC 310.01%0.01%0.01%Q4 2021Q4 20224
MERCER GLOBAL ADVISORS INC /ADV 440.01%0.02%0.03%Q4 2022Q3 20234
Cetera Investment Advisers 440.02%0.02%0.03%Q4 2021Q3 20224
OPPENHEIMER & CO INC 440.01%0.01%0.01%Q3 2021Q2 20224
Mariner, LLC 440.00%0.02%0.04%Q4 2021Q3 20224
TMD Wealth Management, LLC 444.56%10.12%12.57%Q3 2021Q2 20224
Prospera Financial Services Inc 330.01%0.01%0.02%Q4 2021Q2 20223
D.A. DAVIDSON & CO. 330.00%0.01%0.01%Q2 2021Q4 20213
TrueWealth Advisors, LLC 330.53%0.60%0.74%Q3 2021Q1 20223
Tower Research Capital LLC (TRC) 330.01%0.01%0.02%Q1 2022Q3 20223
Claraphi Advisory Network, LLC 330.06%0.13%0.16%Q2 2021Q4 20213
JPMORGAN CHASE & CO 330.00%0.00%0.00%Q4 2022Q2 20233
Regal Investment Advisors LLC 330.02%0.02%0.02%Q4 2021Q2 20223
FLAGSHIP HARBOR ADVISORS, LLC 330.02%0.03%0.03%Q2 2021Q4 20213
LEVEL FOUR ADVISORY SERVICES, LLC 330.01%0.01%0.02%Q4 2022Q2 20233
Ergawealth Advisors, Inc. 330.14%0.46%0.91%Q4 2022Q2 20233
OLD MISSION CAPITAL LLC 330.04%0.07%0.12%Q4 2021Q2 20223
Wellington Shields & Co., LLC 330.05%0.06%0.07%Q2 2021Q4 20213
NEXT Financial Group, Inc 330.00%0.00%0.00%Q2 2021Q4 20213
FLOW TRADERS U.S. LLC 210.01%0.02%0.02%Q1 2022Q3 20233
Kraft, Davis & Associates, LLC 210.13%0.21%0.36%Q4 2022Q3 20233
Rockefeller Capital Management L.P. 220.00%0.00%0.00%Q2 2020Q3 20202
Atria Wealth Solutions, Inc. 220.01%0.01%0.01%Q1 2022Q2 20222
Moloney Securities Asset Management, LLC 220.04%0.04%0.04%Q1 2023Q2 20232
Sowell Financial Services LLC 220.03%0.03%0.03%Q3 2021Q4 20212
Fulcrum Equity Management 220.89%0.90%0.90%Q2 2021Q3 20212
PRW Wealth Management LLC 220.92%0.98%1.04%Q3 2021Q4 20212
Legacy Capital Wealth Partners, LLC 222.33%3.75%5.17%Q3 2021Q4 20212
Cascadia Advisory Services, LLC 222.29%2.35%2.42%Q2 2021Q3 20212
Lunt Capital Management, Inc. 223.85%3.92%4.00%Q2 2023Q3 20232
Qube Research & Technologies Ltd 110.00%0.00%0.00%Q1 2022Q3 20232
Selective Wealth Management, Inc. 220.01%0.01%0.02%Q4 2021Q1 20222
Janney Montgomery Scott LLC 220.01%0.01%0.01%Q4 2022Q1 20232
Farther Finance Advisors, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
First Horizon Advisors, Inc. 220.00%0.00%0.00%Q2 2021Q3 20212
Merit Financial Group, LLC 220.26%0.26%0.26%Q4 2019Q1 20202
MONEY CONCEPTS CAPITAL CORP 110.05%0.05%0.06%Q1 2022Q4 20222
tru Independence LLC 110.00%0.01%0.02%Q4 2019Q2 20212
Advisor Group, Inc. 220.00%0.00%0.00%Q3 2019Q4 20192
WealthBridge Capital Management, LLC 220.08%0.09%0.10%Q3 2021Q4 20212
Beacon Financial Advisory LLC 220.10%0.11%0.11%Q4 2021Q1 20222
Indie Asset Partners, LLC 220.16%0.16%0.16%Q3 2021Q4 20212
Baker Avenue Asset Management, LP 220.00%0.00%0.00%Q2 2023Q3 20232
WELLS FARGO & COMPANY/MN 110.00%0.00%0.00%Q4 2022Q2 20232
Clarus Wealth Advisors 110.01%0.12%0.23%Q2 2019Q2 20232
Private Advisory Group LLC 110.10%0.10%0.10%Q4 2019Q4 20191
Fortune 45 LLC 110.18%0.18%0.18%Q4 2021Q4 20211
National Wealth Management Group, LLC 110.28%0.28%0.28%Q4 2021Q4 20211
Stratos Wealth Advisors, LLC 110.31%0.31%0.31%Q4 2021Q4 20211
Savior LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Ameritas Investment Company, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
DIVIDEND ASSETS CAPITAL, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Arcus Capital Partners, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
IHT Wealth Management, LLC 110.02%0.02%0.02%Q1 2022Q1 20221
SFG Wealth Management, LLC. 112.12%2.12%2.12%Q4 2021Q4 20211
U.S. Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Key Bridge Compliance, LLC 110.09%0.09%0.09%Q3 2023Q3 20231
CAPTRUST FINANCIAL ADVISORS 110.00%0.00%0.00%Q2 2020Q2 20201
GERMAN AMERICAN BANCORP, INC. 110.08%0.08%0.08%Q4 2018Q4 20181
BB&T SECURITIES, LLC 110.01%0.01%0.01%Q3 2019Q3 20191
Secure Asset Management, LLC 111.38%1.38%1.38%Q3 2021Q3 20211
Sunbelt Securities, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
Apollon Wealth Management, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 110.00%0.00%0.00%Q1 2020Q1 20201
Vigilant Capital Management, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Perkins Coie Trust Co 110.03%0.03%0.03%Q4 2019Q4 20191
AMERIPRISE FINANCIAL INC 110.00%0.00%0.00%Q3 2023Q3 20231
Tidal Investments LLC 110.02%0.02%0.02%Q1 2022Q1 20221
Divergent Wealth Advisors 110.20%0.20%0.20%Q4 2021Q4 20211
Oakworth Capital, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
BANK OF MONTREAL /CAN/ 110.00%0.00%0.00%Q3 2022Q3 20221
Wealthcare Advisory Partners LLC 110.01%0.01%0.01%Q1 2021Q1 20211
HRT FINANCIAL LP 110.00%0.00%0.00%Q3 2021Q3 20211
Snowden Capital Advisors LLC 110.01%0.01%0.01%Q4 2021Q4 20211
TOWNSQUARE CAPITAL LLC 110.03%0.03%0.03%Q3 2021Q3 20211
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.