FIRST TR BICK INDEX FD shareholder history

Current and past FIRST TR BICK INDEX FD shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
WELLS FARGO & COMPANY/MN 41410.00%0.00%0.00%Q2 2013Q2 202341
MORGAN STANLEY 41410.00%0.00%0.01%Q2 2013Q2 202341
JANE STREET GROUP, LLC 1690.00%0.00%0.02%Q1 2014Q2 202336
ROYAL BANK OF CANADA 2410.00%0.00%0.00%Q3 2013Q1 202333
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1610.00%0.00%0.00%Q2 2013Q4 202232
Tower Research Capital LLC (TRC) 1030.00%0.00%0.00%Q2 2013Q2 202329
UBS Group AG 2630.00%0.00%0.00%Q4 2014Q4 202229
Citadel Advisors 810.00%0.00%0.00%Q3 2015Q2 202325
American Portfolios Advisors 20200.00%0.00%0.00%Q4 2017Q3 202220
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 20200.00%0.00%0.00%Q3 2018Q2 202320
Transamerica Financial Advisors, Inc. 1550.00%0.09%0.17%Q1 2018Q2 202320
FIRST TRUST ADVISORS LP 1810.04%0.21%0.46%Q2 2017Q3 202219
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
RAYMOND JAMES & ASSOCIATES 18180.00%0.00%0.00%Q2 2017Q3 202118
WFG Advisors, LP 17170.01%0.02%0.03%Q2 2013Q2 201717
BANK OF AMERICA CORP /DE/ 1410.00%0.00%0.00%Q3 2014Q4 202017
AMERIPRISE FINANCIAL INC 1060.00%0.00%0.00%Q2 2013Q2 201716
LADENBURG THALMANN FINANCIAL SERVICES INC. 1040.00%0.00%0.00%Q2 2013Q4 201914
OSAIC HOLDINGS, INC. 14140.00%0.00%0.00%Q1 2020Q2 202314
Raymond James Financial Services Advisors, Inc. 1220.00%0.00%0.01%Q2 2017Q3 202114
Advisor Group, Inc. 1120.00%0.00%0.00%Q2 2016Q4 201913
Creative Planning 1210.00%0.00%0.00%Q1 2014Q2 202313
CITIGROUP INC 13130.00%0.00%0.00%Q2 2018Q2 202113
OLD MISSION CAPITAL LLC 620.03%0.08%0.20%Q2 2015Q1 202212
LPL Financial LLC 530.00%0.00%0.00%Q2 2017Q3 202112
Darwin Wealth Management, LLC 12120.22%0.47%1.14%Q3 2020Q2 202312
Winslow, Evans & Crocker, Inc. 12120.01%0.01%0.01%Q4 2013Q3 201612
CWM, LLC 1010.00%0.00%0.00%Q1 2019Q4 202111
StoneX Group Inc. 510.04%0.11%0.21%Q1 2018Q3 202111
TRUEWEALTH LLC 11110.08%0.09%0.12%Q4 2017Q2 202011
AMERICAN INTERNATIONAL GROUP, INC. 11110.00%0.00%0.00%Q2 2013Q4 201511
IFP Advisors, Inc 910.00%0.00%0.00%Q2 2016Q3 202210
LifePlan Financial Group, Inc 10100.01%0.02%0.05%Q1 2018Q2 202010
FLOW TRADERS U.S. LLC 610.01%0.04%0.15%Q4 2019Q4 202210
BENJAMIN F. EDWARDS & COMPANY, INC. 990.17%0.22%0.27%Q4 2017Q4 20199
MILLENNIUM MANAGEMENT LLC 720.00%0.00%0.00%Q2 2017Q2 20239
FOUNDERS FINANCIAL SECURITIES LLC 410.06%0.10%0.12%Q2 2017Q1 20219
Janney Montgomery Scott LLC 990.01%0.01%0.01%Q2 2017Q2 20199
WealthTrust Fairport, LLC 880.03%0.05%0.08%Q2 2017Q1 20198
Horizon Investments, LLC 410.01%0.01%0.02%Q2 2017Q1 20218
Advisory Services Network, LLC 880.00%0.02%0.13%Q4 2017Q3 20198
Cetera Advisor Networks LLC 770.00%0.01%0.01%Q4 2021Q2 20237
PNC FINANCIAL SERVICES GROUP, INC. 430.00%0.00%0.00%Q3 2015Q1 20187
HighTower Advisors, LLC 310.00%0.00%0.01%Q2 2019Q3 20227
NEXT Financial Group, Inc 610.00%0.00%0.01%Q2 2019Q4 20217
Virtu Financial LLC 420.03%0.05%0.07%Q1 2018Q3 20196
Quad-Cities Investment Group, LLC 660.02%0.03%0.04%Q2 2018Q3 20196
US BANCORP \DE\ 510.00%0.00%0.00%Q3 2016Q1 20196
Virtu KCG Holdings LLC 550.00%0.01%0.02%Q3 2013Q3 20145
Global Retirement Partners, LLC 440.00%0.00%0.00%Q3 2022Q2 20234
STIFEL FINANCIAL CORP 210.00%0.00%0.01%Q2 2017Q1 20214
MSI Financial Services Inc 440.00%0.00%0.01%Q1 2016Q4 20164
Clarus Wealth Advisors 440.04%0.07%0.11%Q2 2018Q1 20194
AE Wealth Management LLC 310.00%0.01%0.03%Q1 2020Q4 20214
HARBOUR INVESTMENTS, INC. 330.00%0.00%0.00%Q1 2021Q3 20213
Jane Street Holding, LLC 330.00%0.01%0.02%Q2 2013Q4 20133
Richard W. Paul & Associates, LLC 330.03%0.03%0.03%Q4 2022Q2 20233
Valmark Advisers, Inc. 330.01%0.01%0.01%Q2 2013Q4 20133
Arkadios Wealth Advisors 330.00%0.00%0.00%Q4 2019Q2 20203
BlackRock Inc. 330.00%0.00%0.00%Q3 2018Q1 20193
HHG & Company, LLC 330.08%0.09%0.10%Q2 2013Q4 20133
Prospera Financial Services Inc 220.00%0.00%0.00%Q1 2022Q2 20222
Ground Swell Capital, LLC 220.01%0.02%0.03%Q2 2014Q3 20142
TRUST CO OF VERMONT 220.00%0.00%0.00%Q1 2018Q2 20182
SECURITY NATIONAL TRUST CO 220.02%0.02%0.02%Q4 2019Q1 20202
Claraphi Advisory Network, LLC 110.02%0.04%0.07%Q3 2019Q1 20202
UBS AG 220.00%0.00%0.00%Q2 2013Q3 20132
ENVESTNET ASSET MANAGEMENT INC 110.00%0.00%0.00%Q2 2013Q2 20192
Elevated Capital Advisors, LLC 110.07%0.32%0.57%Q1 2019Q2 20232
OLD MISSION CAPITAL, LLC 110.11%0.11%0.11%Q4 2016Q4 20161
DEUTSCHE BANK AG\ 110.00%0.00%0.00%Q2 2019Q2 20191
SIMON QUICK ADVISORS, LLC 110.02%0.02%0.02%Q1 2019Q1 20191
Stratos Wealth Partners, LTD. 110.00%0.00%0.00%Q3 2018Q3 20181
Rockefeller Capital Management L.P. 110.00%0.00%0.00%Q4 2022Q4 20221
SG Americas Securities, LLC 110.00%0.00%0.00%Q2 2017Q2 20171
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 110.00%0.00%0.00%Q4 2015Q4 20151
KNIGHT CAPITAL GROUP LLC 110.01%0.01%0.01%Q2 2013Q2 20131
JPMORGAN CHASE & CO 110.00%0.00%0.00%Q4 2022Q4 20221
Anfield Capital Management, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Simplicity Solutions, LLC 110.04%0.04%0.04%Q1 2020Q1 20201
Cambridge Investment Research Advisors, Inc. 110.00%0.00%0.00%Q1 2019Q1 20191
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
Global Financial Private Capital, Inc 110.01%0.01%0.01%Q3 2017Q3 20171
External links

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