FIRST TR LRGE CP CORE ALPHA shareholder history

Current and past FIRST TR LRGE CP CORE ALPHA shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
THRIVENT FINANCIAL FOR LUTHERANS 42420.00%0.01%0.05%Q2 2013Q3 202351
WELLS FARGO & COMPANY/MN 42420.01%0.03%0.08%Q2 2013Q3 202342
D.A. DAVIDSON & CO. 42420.03%0.05%0.14%Q2 2013Q3 202342
PEAPACK GLADSTONE FINANCIAL CORP 42420.01%0.02%0.03%Q2 2013Q3 202342
Cetera Advisors LLC 42420.01%0.13%0.52%Q2 2013Q3 202342
LPL Financial LLC 42420.04%0.23%0.58%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.02%0.22%0.85%Q2 2013Q3 202342
CITIGROUP INC 42420.00%0.00%0.01%Q2 2013Q3 202342
OPPENHEIMER & CO INC 42420.02%0.04%0.10%Q2 2013Q3 202342
Raymond James Financial Services Advisors, Inc. 42420.03%0.13%0.79%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.01%0.03%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.01%Q2 2013Q3 202342
MORGAN STANLEY 42420.01%0.03%0.06%Q2 2013Q3 202342
SUSQUEHANNA INTERNATIONAL GROUP, LLP 2240.00%0.00%0.00%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.00%0.00%0.00%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.01%0.04%0.10%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 21200.00%0.03%0.10%Q2 2013Q3 202341
Janney Montgomery Scott LLC 29110.13%0.23%0.54%Q3 2013Q3 202340
Private Advisor Group, LLC 40400.01%0.06%0.20%Q4 2013Q3 202340
PNC FINANCIAL SERVICES GROUP, INC. 40400.00%0.00%0.00%Q4 2013Q3 202340
STIFEL FINANCIAL CORP 39390.00%0.02%0.06%Q1 2014Q3 202339
ACG Wealth 38380.15%2.67%7.74%Q2 2013Q3 202238
Creative Planning 1780.00%0.00%0.00%Q2 2013Q3 202338
Regal Investment Advisors LLC 2410.04%0.10%0.17%Q2 2013Q3 202338
PARK NATIONAL CORP /OH/ 38380.02%0.07%0.16%Q3 2014Q4 202338
Cetera Advisor Networks LLC 3520.01%0.08%0.36%Q2 2014Q3 202337
US BANCORP \DE\ 37370.00%0.01%0.02%Q3 2014Q3 202337
Sigma Planning Corp 36360.02%0.09%0.61%Q4 2014Q3 202336
UBS Group AG 36360.01%0.02%0.07%Q4 2014Q3 202336
Stratos Wealth Partners, LTD. 36360.02%0.05%0.12%Q4 2014Q3 202336
BENJAMIN F. EDWARDS & COMPANY, INC. 2970.00%0.03%0.10%Q2 2014Q3 202336
Advisory Services Network, LLC 2710.01%0.06%0.36%Q2 2014Q3 202336
Chicago Partners Investment Group LLC 36360.03%0.17%0.28%Q4 2014Q3 202336
Baird Financial Group, Inc. 34340.01%0.05%0.11%Q2 2015Q3 202334
HighTower Advisors, LLC 32320.00%0.01%0.03%Q4 2015Q3 202332
Cetera Investment Advisers 32320.05%0.44%1.40%Q4 2015Q3 202332
Tower Research Capital LLC (TRC) 1510.00%0.05%0.25%Q1 2014Q3 202332
Ausdal Financial Partners, Inc. 32320.03%0.25%0.59%Q4 2015Q3 202332
Geneos Wealth Management Inc. 31310.01%0.04%0.12%Q1 2016Q3 202331
IFP Advisors, Inc 17140.00%0.04%0.10%Q4 2015Q3 202331
Prospera Financial Services Inc 31310.02%0.08%0.31%Q1 2016Q3 202331
WealthPLAN Partners, LLC 2110.04%1.10%5.97%Q1 2015Q4 202331
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2510.00%0.00%0.00%Q4 2014Q3 202331
Frontier Wealth Management LLC 30300.02%0.31%1.02%Q1 2015Q2 202230
First Allied Advisory Services, Inc. 30300.04%0.23%0.80%Q2 2013Q3 202030
Clearwater Capital Advisors, LLC 30300.15%0.56%1.62%Q2 2016Q3 202330
AlphaMark Advisors, LLC 28280.00%0.00%0.02%Q4 2016Q3 202328
Sterling Investment Advisors, Ltd. 28280.20%0.58%1.08%Q4 2016Q3 202328
IHT Wealth Management, LLC 28280.00%0.13%0.47%Q4 2016Q3 202328
AE Wealth Management LLC 28280.01%0.17%1.87%Q4 2016Q3 202328
Ancora Advisors LLC 28280.02%0.05%0.14%Q4 2016Q3 202328
UNITED CAPITAL FINANCIAL ADVISORS, LLC 1420.00%0.00%0.01%Q4 2014Q4 202228
Summit Financial Wealth Advisors, LLC 1710.05%1.09%7.54%Q4 2014Q3 202228
Steward Partners Investment Advisory, LLC 28280.01%0.02%0.05%Q4 2016Q3 202328
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.03%0.05%0.07%Q2 2013Q4 201927
Baker Avenue Asset Management, LP 27270.13%0.49%2.01%Q2 2013Q4 201927
GOLDMAN SACHS GROUP INC 1310.00%0.00%0.00%Q2 2012Q2 202327
MML INVESTORS SERVICES, LLC 27270.01%0.17%0.49%Q1 2017Q3 202327
Carroll Financial Associates, Inc. 27270.00%0.00%0.00%Q2 2015Q4 202127
NEXT Financial Group, Inc 1420.01%0.04%0.14%Q2 2014Q4 202126
BB&T SECURITIES, LLC 26260.03%0.10%0.32%Q2 2013Q3 201926
HBK Sorce Advisory LLC 2010.42%0.90%1.76%Q4 2016Q3 202326
Plante Moran Financial Advisors, LLC 26260.03%0.08%0.16%Q2 2017Q3 202326
Citadel Advisors 1410.00%0.00%0.00%Q1 2015Q3 202325
Legacy Private Trust Co. 25250.12%0.45%1.28%Q4 2013Q4 201925
Good Life Advisors, LLC 1330.02%0.14%0.49%Q4 2016Q3 202325
Voya Financial Advisors, Inc. 24240.02%0.23%0.71%Q2 2015Q1 202124
Valmark Advisers, Inc. 24240.01%0.01%0.01%Q4 2017Q3 202324
Snowden Capital Advisors LLC 910.01%0.13%0.47%Q1 2016Q3 202324
Pinnacle Family Advisors, LLC 13110.16%0.77%4.48%Q4 2016Q4 202224
HL FINANCIAL SERVICES LLC 24240.14%0.16%0.19%Q2 2013Q1 201924
Financial Advocates Investment Management 24240.04%0.08%0.20%Q4 2017Q3 202324
Camelot Portfolios, LLC 24240.19%0.86%1.72%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.03%0.05%0.08%Q4 2017Q3 202324
Atria Investments, Inc 1240.01%0.05%0.12%Q4 2015Q3 202324
Simplicity Solutions, LLC 13110.01%0.31%1.02%Q4 2014Q4 202024
CREDIT SUISSE AG/ 1810.00%0.00%0.01%Q4 2014Q3 202223
AMERIPRISE FINANCIAL INC 1810.00%0.00%0.03%Q2 2013Q3 202323
RPg Family Wealth Advisory, LLC 810.04%0.17%0.32%Q4 2016Q3 202323
RFG Advisory, LLC 22220.03%0.08%0.18%Q2 2017Q3 202222
Winslow, Evans & Crocker, Inc. 22220.01%0.09%0.21%Q4 2013Q1 201922
LVZ, Inc. 22220.14%0.21%0.32%Q2 2018Q3 202322
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.01%0.03%0.07%Q3 2018Q3 202321
JANE STREET GROUP, LLC 810.00%0.02%0.07%Q1 2014Q2 202021
Icon Wealth Partners, LLC 930.03%0.06%0.11%Q4 2017Q3 202321
Allworth Financial LP 2010.00%0.00%0.00%Q1 2017Q3 202321
Bridgeworth, LLC 930.05%0.10%0.18%Q4 2016Q2 202220
Gladstone Institutional Advisory LLC 20200.05%0.39%0.88%Q4 2018Q3 202320
Eukles Asset Management 20200.24%0.62%1.60%Q4 2018Q3 202320
Cedar Brook Financial Partners, LLC 20200.15%0.39%0.97%Q4 2018Q3 202320
First Horizon Advisors, Inc. 1220.00%0.16%1.14%Q2 2014Q4 201920
Sargent Investment Group, LLC 20200.08%0.14%0.26%Q4 2018Q3 202320
Kovack Advisors, Inc. 1550.08%0.32%0.97%Q4 2014Q2 202020
CWM, LLC 1110.00%0.00%0.00%Q4 2015Q3 202320
WEDBUSH SECURITIES INC 1820.02%0.04%0.07%Q4 2014Q4 201920
American Portfolios Advisors 20200.03%0.06%0.09%Q4 2017Q3 202220
FMR LLC 20200.00%0.00%0.00%Q4 2018Q3 202320
WINTRUST INVESTMENTS LLC 20200.04%0.24%1.44%Q2 2016Q1 202120
ADVANTAGE INVESTMENT MANAGEMENT, LLC 20200.03%0.07%0.14%Q4 2014Q3 201920
COMERICA SECURITIES,INC. 19190.02%0.04%0.05%Q1 2019Q3 202319
RDA Financial Network 19190.22%0.87%1.41%Q1 2019Q3 202319
LINCOLN NATIONAL CORP 1810.01%0.01%0.01%Q4 2017Q3 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
IFC Holdings Incorporated/FL 19190.05%0.38%0.49%Q2 2013Q4 201719
SRS Capital Advisors, Inc. 1020.05%0.06%0.11%Q3 2018Q3 202319
Global Retirement Partners, LLC 1270.00%0.01%0.02%Q4 2018Q3 202319
Cypress Wealth Services, LLC 18180.11%0.85%1.51%Q4 2017Q1 202218
Bison Wealth, LLC 18180.35%0.55%0.70%Q3 2015Q4 201918
Commonwealth Equity Services, Inc 18180.03%0.04%0.06%Q2 2013Q3 201718
HM PAYSON & CO 18180.00%0.00%0.01%Q2 2019Q3 202318
SII INVESTMENTS INC/WI 1080.04%0.12%0.19%Q2 2013Q4 201718
Homrich & Berg 1610.02%0.04%0.09%Q2 2017Q3 202117
Astor Investment Management LLC 17171.19%8.88%11.15%Q1 2014Q1 201817
Wealthcare Advisory Partners LLC 1610.01%0.02%0.02%Q2 2016Q1 202117
Larson Financial Group LLC 17170.00%0.00%0.01%Q3 2019Q3 202317
Laurel Wealth Advisors, Inc. 17170.18%0.26%0.30%Q4 2015Q4 201917
WFG Advisors, LP 17170.16%0.32%0.48%Q2 2013Q2 201717
Financial Partners Group, Inc 710.05%0.22%0.76%Q4 2017Q3 202316
EPG Wealth Management LLC 16160.37%0.64%1.19%Q4 2019Q3 202316
SSI INVESTMENT MANAGEMENT LLC 16160.35%0.49%0.85%Q2 2015Q1 201916
AVIANCE CAPITAL MANAGEMENT, LLC 1150.00%0.47%1.39%Q1 2014Q1 201816
TRUIST FINANCIAL CORP 16160.02%0.03%0.04%Q4 2019Q3 202316
Cornerstone Wealth Management, LLC 16160.06%0.16%0.41%Q3 2016Q2 202016
MATTERN CAPITAL MANAGEMENT, LLC 16160.04%0.15%0.95%Q4 2019Q3 202316
Annex Advisory Services, LLC 1420.02%0.02%0.03%Q3 2019Q3 202316
IAG Wealth Partners, LLC 16160.05%0.12%0.48%Q4 2019Q3 202316
AVANTAX ADVISORY SERVICES, INC. 16160.01%0.02%0.04%Q4 2019Q3 202316
1776 Wealth LLC 16160.26%0.51%1.02%Q4 2019Q3 202316
Visionary Asset Management, Inc. 1240.06%0.23%0.65%Q1 2014Q1 201816
Element Wealth, LLC 16160.26%0.34%0.39%Q4 2019Q3 202316
Integrated Wealth Concepts LLC 1140.01%0.05%0.16%Q1 2019Q3 202315
OSAIC HOLDINGS, INC. 15150.02%0.04%0.07%Q1 2020Q3 202315
Advisor Group, Inc. 15150.11%0.24%0.38%Q2 2016Q4 201915
Transamerica Financial Advisors, Inc. 610.00%0.28%1.18%Q1 2016Q3 202315
WEALTH ADVISORS, INC. 1410.12%0.13%0.16%Q4 2019Q3 202315
HHM Wealth Advisors, LLC 15150.03%0.04%0.05%Q1 2020Q3 202315
PFG Advisors 15150.03%0.15%0.38%Q4 2017Q2 202115
Walkner Condon Financial Advisors LLC 870.17%0.28%0.62%Q4 2019Q3 202315
Triton Wealth Management, PLLC 15150.17%0.22%0.42%Q1 2020Q3 202315
Epstein & White Financial LLC 14140.07%0.13%0.22%Q4 2017Q1 202114
COZAD ASSET MANAGEMENT INC 14140.07%0.08%0.09%Q2 2020Q3 202314
CREATIVE FINANCIAL DESIGNS INC /ADV 810.00%0.06%0.29%Q1 2017Q3 202314
ACCURATE INVESTMENT SOLUTIONS, INC. 14140.02%0.02%0.02%Q4 2016Q1 202014
GREAT VALLEY ADVISOR GROUP, INC. 14140.24%0.80%1.85%Q2 2020Q3 202314
Banco Santander, S.A. 14140.06%0.13%0.23%Q4 2016Q1 202014
Accuvest Global Advisors 1220.12%9.12%20.00%Q2 2013Q4 201614
Arkos Global Advisors 14140.11%0.19%0.27%Q2 2020Q3 202314
Rockefeller Capital Management L.P. 14140.01%0.03%0.05%Q2 2020Q3 202314
FDx Advisors, Inc. 1220.05%0.12%0.21%Q4 2015Q2 201914
Ellis Investment Partners, LLC 14140.04%0.05%0.06%Q2 2019Q3 202214
MSI Financial Services Inc 14140.00%0.17%0.61%Q3 2013Q4 201614
Holloway Wealth Management, LLC 13130.00%0.05%0.07%Q1 2019Q1 202213
Ballew Advisors, Inc 13130.31%5.54%9.79%Q4 2017Q4 202013
Kestra Advisory Services, LLC 13130.01%0.06%0.13%Q3 2020Q3 202313
COMERICA SECURITIES INC 710.04%0.15%0.41%Q3 2013Q4 201813
FIFTH THIRD BANCORP 760.00%0.00%0.00%Q2 2014Q1 201913
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.02%0.04%0.05%Q3 2020Q3 202313
BlackRock Inc. 760.00%0.00%0.00%Q4 2015Q3 201913
Tradition Wealth Management, LLC 12120.01%0.02%0.02%Q4 2020Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.02%0.04%Q2 2013Q1 201612
Johnson Financial Group, Inc. 710.00%0.00%0.00%Q1 2015Q4 201812
Sand Hill Global Advisors, LLC 12120.01%0.02%0.02%Q4 2020Q3 202312
Kowal Investment Group, LLC 12120.22%0.28%0.38%Q4 2020Q3 202312
ForthRight Wealth Management, LLC 12120.25%0.39%0.99%Q4 2020Q3 202312
DHJJ Financial Advisors, Ltd. 12120.14%0.21%0.32%Q4 2020Q3 202312
TUCKER ASSET MANAGEMENT LLC 12120.00%0.00%0.01%Q4 2020Q3 202312
Intrua Financial, LLC 12120.04%0.08%0.16%Q2 2020Q1 202312
NewEdge Advisors, LLC 610.00%0.02%0.05%Q2 2017Q3 202312
Risk Paradigm Group, LLC 910.51%0.96%1.90%Q1 2015Q4 201812
Venture Visionary Partners LLC 12120.02%0.03%0.04%Q4 2020Q3 202312
Golden State Wealth Management, LLC 710.15%0.20%0.24%Q1 2019Q1 202211
Shamrock Asset Management LLC 710.03%5.43%20.43%Q1 2014Q3 201811
Arrow Investment Advisors, LLC 922.84%4.12%5.87%Q2 2013Q3 201711
GHP Investment Advisors, Inc. 11110.00%0.02%0.03%Q1 2021Q3 202311
Arkadios Wealth Advisors 720.02%0.11%0.38%Q4 2019Q1 202311
Spire Wealth Management 11110.01%0.01%0.02%Q1 2021Q3 202311
MANUFACTURERS LIFE INSURANCE COMPANY, THE 11110.00%0.00%0.00%Q4 2015Q2 201811
SignalPoint Asset Management, LLC 740.16%0.31%0.43%Q1 2015Q4 202111
Aft, Forsyth & Sober, LLC 11110.00%0.00%0.01%Q2 2013Q4 201511
SUNTRUST BANKS INC 11110.07%0.08%0.10%Q1 2017Q3 201911
Dorsey Wright & Associates 921.13%3.53%5.50%Q2 2013Q3 201711
WEALTHSOURCE PARTNERS, LLC 11110.65%0.76%0.87%Q1 2021Q3 202311
J.W. COLE ADVISORS, INC. 11110.02%0.02%0.02%Q1 2021Q3 202311
USAdvisors Wealth Management, LLC 11112.36%3.02%3.84%Q1 2021Q3 202311
Keel Point, LLC 10100.03%0.27%0.63%Q4 2015Q1 201810
First Heartland Consultants, Inc. 820.20%0.29%0.49%Q2 2013Q4 201510
M Holdings Securities, Inc. 810.03%0.08%0.11%Q2 2017Q1 202210
HARBOUR INVESTMENTS, INC. 640.03%0.09%0.16%Q1 2021Q3 202310
USCA RIA LLC 10100.03%0.03%0.04%Q4 2017Q1 202010
CAPTRUST FINANCIAL ADVISORS 510.00%0.00%0.01%Q3 2017Q3 202310
Barber Financial Group, Inc. 910.05%0.10%0.18%Q2 2019Q1 202310
Harfst & Associates, Inc. 520.05%0.06%0.08%Q2 2015Q1 202210
Eudaimonia Partners, LLC 820.06%0.09%0.14%Q4 2019Q2 202210
Concorde Asset Management, LLC 10100.35%0.66%1.00%Q4 2014Q1 201710
NORTHERN TRUST CORP 10100.00%0.00%0.00%Q3 2017Q4 201910
GPS Wealth Strategies Group, LLC 730.00%0.00%0.00%Q1 2021Q3 202310
MCF Advisors LLC 10100.00%0.00%0.00%Q3 2015Q4 201710
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 610.02%0.04%0.06%Q1 2020Q4 20229
HUNTINGTON NATIONAL BANK 810.00%0.00%0.00%Q2 2018Q3 20239
Independent Wealth Network Inc. 990.24%0.26%0.29%Q3 2021Q3 20239
CENTAURUS FINANCIAL, INC. 810.03%0.63%0.97%Q2 2018Q3 20239
Kozak & Associates, Inc. 990.00%0.00%0.01%Q3 2021Q3 20239
SG Americas Securities, LLC 710.00%0.01%0.03%Q4 2015Q3 20189
NATIONAL PLANNING CORP 630.02%0.02%0.04%Q3 2014Q3 20179
Kingsview Wealth Management, LLC 990.15%0.20%0.26%Q1 2017Q1 20199
Integrated Wealth Management 990.00%0.17%0.60%Q1 2015Q1 20179
MGO ONE SEVEN LLC 310.00%0.03%0.07%Q4 2017Q3 20229
IFG Advisory, LLC 810.02%0.03%0.04%Q4 2019Q2 20229
Summit Financial, LLC 990.04%0.05%0.06%Q3 2021Q3 20239
Madden Advisory Services, Inc. 610.01%0.01%0.01%Q3 2013Q1 20179
SEI INVESTMENTS CO 810.00%0.00%0.00%Q3 2015Q2 20189
BOKF, NA 710.01%0.02%0.02%Q3 2015Q3 20178
TRUSTCORE FINANCIAL SERVICES, LLC 880.00%0.00%0.00%Q4 2017Q3 20198
Stephens Consulting, LLC 880.02%0.03%0.05%Q4 2021Q3 20238
HB Wealth Management, LLC 880.01%0.02%0.02%Q4 2021Q3 20238
Stonebridge Financial Planning Group, LLC 880.02%0.02%0.02%Q1 2020Q4 20218
Merit Financial Group, LLC 620.01%0.03%0.09%Q2 2018Q3 20238
BAIRD ROBERT W & CO INC /WI/ 880.02%0.06%0.08%Q2 2013Q1 20158
MERCER GLOBAL ADVISORS INC /ADV 440.00%0.00%0.01%Q3 2021Q3 20238
Gradient Investments LLC 310.00%0.00%0.00%Q1 2015Q4 20188
Peterson Financial Group, Inc. 880.15%0.20%0.35%Q4 2021Q3 20238
HAYS ADVISORY LLC 622.03%3.23%7.68%Q1 2016Q3 20188
Avior Wealth Management, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
SAGE PRIVATE WEALTH GROUP, LLC 880.03%0.05%0.08%Q4 2020Q3 20228
Ameritas Investment Company, LLC 320.01%0.03%0.05%Q4 2018Q3 20218
MISSION WEALTH MANAGEMENT, LP 880.01%0.01%0.02%Q4 2021Q3 20238
SOUTH GEORGIA CAPITAL, LLC 880.02%0.04%0.07%Q4 2013Q3 20158
Ameritas Advisory Services, LLC 880.02%0.04%0.07%Q4 2021Q3 20238
FLOW TRADERS U.S. LLC 310.00%0.04%0.08%Q3 2016Q3 20238
WESTPORT RESOURCES MANAGEMENT INC 880.02%0.02%0.04%Q4 2014Q3 20168
Kaydan Wealth Management, Inc. 880.42%0.59%0.76%Q4 2021Q3 20238
Keystone Wealth Services, LLC 880.88%1.14%1.61%Q4 2021Q3 20238
INVESTMENT CENTERS OF AMERICA INC 710.02%0.11%0.22%Q2 2014Q3 20168
HFG Advisors, Inc. 880.54%0.80%0.90%Q4 2021Q3 20238
Lenox Wealth Management, Inc. 880.00%0.02%0.03%Q3 2018Q2 20208
Argentus Capital Management, LLC 880.08%0.16%0.31%Q4 2014Q3 20168
GIRARD SECURITIES, INC. 881.24%1.36%1.48%Q4 2015Q3 20178
Aurora Private Wealth, Inc. 770.21%0.25%0.28%Q4 2019Q2 20217
Sowell Financial Services LLC 520.00%0.02%0.06%Q4 2018Q3 20207
Atria Wealth Solutions, Inc. 770.01%0.02%0.02%Q1 2022Q3 20237
Beacon Capital Management, LLC 770.01%0.01%0.02%Q1 2022Q3 20237
SILVER OAK SECURITIES, INCORPORATED 772.94%3.51%4.34%Q1 2022Q3 20237
Placemark Investments, Inc. 770.01%0.05%0.12%Q2 2013Q4 20147
Quantum Private Wealth, LLC 770.55%0.66%0.79%Q4 2021Q2 20237
Apeiron RIA LLC 520.08%0.10%0.13%Q4 2021Q3 20237
Global Trust Asset Management, LLC 770.00%0.08%0.20%Q2 2021Q4 20227
US FINANCIAL ADVISORS, LLC 520.12%0.22%0.38%Q4 2014Q1 20217
FOUNDERS BANK & TRUST 770.01%0.01%0.02%Q2 2013Q4 20147
Partnervest Advisory Services LLC 770.01%0.13%0.19%Q1 2014Q3 20157
StoneX Group Inc. 660.16%0.51%0.78%Q2 2017Q3 20186
Formidable Asset Management, LLC 510.01%0.04%0.05%Q1 2015Q1 20196
PINNACLE FINANCIAL PARTNERS INC 310.00%0.00%0.00%Q1 2018Q1 20206
Covington Capital Management 660.00%0.00%0.00%Q2 2021Q3 20226
Sandy Spring Bank 660.00%0.00%0.00%Q2 2022Q3 20236
VSR Financial Services, Inc. 410.11%0.18%0.26%Q3 2013Q4 20156
B. Riley Wealth Management, Inc. 660.17%0.19%0.22%Q1 2014Q2 20156
UBS AG 660.01%0.03%0.05%Q2 2013Q3 20146
MID CONTINENT CAPITAL LLC/IL 660.01%0.08%0.11%Q2 2014Q3 20156
PRIVATE TRUST CO NA 660.01%0.01%0.03%Q2 2022Q3 20236
Insight Advisors, LLC/ PA 660.06%0.07%0.08%Q4 2020Q1 20226
Belpointe Asset Management LLC 660.02%0.07%0.12%Q2 2022Q3 20236
Wagner Wealth Management, LLC 420.00%0.01%0.01%Q1 2021Q3 20226
Atlas Private Wealth Management, LLC 660.02%0.02%0.02%Q4 2019Q1 20216
BOK Financial Private Wealth, Inc. 660.00%0.00%0.01%Q2 2022Q3 20236
Financial Architects, Inc 660.00%0.02%0.03%Q4 2016Q1 20186
Drake & Associates, LLC 667.00%7.14%7.40%Q2 2022Q3 20236
Orion Portfolio Solutions, LLC 330.00%0.00%0.01%Q4 2019Q3 20236
Blue Trust, Inc. 660.00%0.00%0.01%Q2 2022Q3 20236
Hanson & Doremus Investment Management 660.00%0.00%0.00%Q2 2017Q3 20186
Pensionmark Financial Group, LLC 550.10%0.12%0.15%Q4 2018Q4 20195
PSI Advisors, LLC 550.00%0.00%0.00%Q3 2021Q3 20225
Strategic Asset Management, LLC 550.12%0.13%0.13%Q3 2021Q3 20225
IronBridge Private Wealth, LLC 550.01%0.01%0.01%Q4 2020Q4 20215
BREITER CAPITAL MANAGEMENT INC 410.49%0.68%0.92%Q4 2018Q1 20205
Compass Wealth Management LLC 550.01%0.01%0.01%Q4 2022Q4 20235
ANCORA FAMILY WEALTH ADVISORS, LLC 550.63%0.65%0.68%Q3 2015Q3 20165
Global Financial Private Capital, Inc 550.21%0.90%2.17%Q1 2017Q1 20185
FAS Wealth Partners, Inc. 550.03%0.03%0.04%Q3 2022Q3 20235
FLAGSHIP HARBOR ADVISORS, LLC 550.01%0.01%0.01%Q2 2018Q2 20195
Beacon Financial Advisory LLC 550.11%0.11%0.12%Q1 2021Q1 20225
ASSETMARK, INC 550.00%0.00%0.00%Q3 2022Q3 20235
NORTHWEST WEALTH MANAGEMENT, LLC 550.02%0.03%0.05%Q1 2018Q1 20195
Coppell Advisory Solutions LLC 410.03%1.91%6.81%Q4 2020Q3 20235
Polaris Wealth Advisory Group, LLC 320.01%0.02%0.06%Q2 2017Q3 20185
LBMC INVESTMENT ADVISORS, LLC 550.33%0.35%0.37%Q4 2014Q4 20155
AdvisorNet Financial, Inc 550.00%0.00%0.00%Q4 2018Q4 20195
WealthPlan Investment Management, LLC 410.00%0.03%0.04%Q1 2022Q2 20235
Virtu Financial LLC 110.03%0.12%0.42%Q3 2014Q3 20235
Horizon Investments, LLC 550.04%1.65%2.21%Q3 2015Q3 20165
SIGNATUREFD, LLC 310.00%0.01%0.02%Q3 2014Q4 20195
Fusion Investment Group, LLC 440.20%0.26%0.29%Q3 2014Q2 20154
FOUNDERS FINANCIAL SECURITIES LLC 443.18%3.35%3.50%Q3 2015Q2 20164
IAMS WEALTH MANAGEMENT, LLC 440.11%1.03%1.49%Q4 2022Q3 20234
INSIGNEO ADVISORY SERVICES, LLC 440.07%0.23%0.41%Q4 2022Q3 20234
SIMON QUICK ADVISORS, LLC 440.01%0.01%0.01%Q1 2019Q4 20194
Strategic Blueprint, LLC 310.00%0.22%0.39%Q2 2021Q3 20234
J.P. Morgan Private Wealth Advisors LLC 440.00%0.00%0.00%Q4 2022Q3 20234
DAYMARK WEALTH PARTNERS, LLC 440.03%0.05%0.07%Q4 2022Q3 20234
Brinker Capital Investments, LLC 220.00%0.00%0.00%Q2 2016Q2 20194
ALLIANCEBERNSTEIN L.P. 310.00%0.00%0.00%Q3 2014Q1 20164
Fortis Capital Advisors, LLC 440.17%0.19%0.21%Q4 2022Q3 20234
JONES FINANCIAL COMPANIES LLLP 440.00%0.00%0.00%Q1 2021Q4 20214
Moors & Cabot, Inc. 440.04%0.05%0.06%Q2 2015Q1 20164
Sebold Capital Management, Inc. 440.33%0.37%0.41%Q4 2022Q3 20234
Virtu KCG Holdings LLC 210.01%0.02%0.03%Q4 2015Q1 20174
1 NORTH WEALTH SERVICES LLC 220.03%0.03%0.03%Q4 2018Q4 20194
Secure Asset Management, LLC 441.02%1.08%1.16%Q4 2022Q3 20234
M&T BANK CORP 440.00%0.00%0.01%Q4 2014Q3 20154
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 440.03%0.03%0.04%Q4 2017Q3 20184
KHP Capital, LLC 440.14%0.19%0.24%Q4 2017Q3 20184
Aptus Capital Advisors, LLC 440.01%0.01%0.01%Q1 2022Q4 20224
Cypress Capital, LLC 440.10%0.10%0.10%Q3 2021Q2 20224
Colonial Trust Advisors 440.01%0.01%0.01%Q4 2022Q3 20234
SIMPLEX TRADING, LLC 220.00%0.00%0.00%Q3 2015Q3 20214
NEW ENGLAND SECURITIES CORP /MA/ 440.01%0.11%0.16%Q1 2014Q4 20144
OneDigital Investment Advisors LLC 440.00%0.00%0.00%Q3 2018Q2 20194
Tanglewood Legacy Advisors, LLC 440.16%0.17%0.18%Q4 2022Q3 20234
TWO SIGMA SECURITIES, LLC 110.01%0.07%0.22%Q2 2016Q1 20204
BANK OF MONTREAL /CAN/ 220.00%0.00%0.00%Q3 2015Q2 20194
HOLLENCREST CAPITAL MANAGEMENT 440.00%0.00%0.00%Q4 2022Q3 20234
Realta Investment Advisors 440.01%0.01%0.01%Q1 2019Q4 20194
BELLEVUE ASSET MANAGEMENT, LLC 440.01%0.02%0.02%Q4 2019Q3 20204
PRIVATE CAPITAL MANAGEMENT LLC 440.14%0.15%0.15%Q1 2019Q4 20194
HAZLETT, BURT & WATSON, INC. 330.02%0.02%0.02%Q1 2023Q3 20233
Perennial Investment Advisors, LLC 330.04%0.04%0.04%Q1 2023Q3 20233
Johnson Midwest Financial, LLC 330.02%0.08%0.14%Q3 2021Q1 20223
Imprint Wealth LLC 330.19%0.21%0.25%Q1 2023Q3 20233
WIN ADVISORS, INC 210.00%2.57%7.17%Q1 2022Q2 20233
DEUTSCHE BANK AG\ 330.00%0.00%0.00%Q2 2014Q4 20143
Cresset Asset Management, LLC 210.00%0.00%0.00%Q1 2019Q3 20233
Apollon Wealth Management, LLC 210.02%0.02%0.04%Q4 2021Q2 20233
FIRST HAWAIIAN BANK 330.82%0.83%0.85%Q3 2018Q1 20193
TCI Wealth Advisors, Inc. 330.02%0.02%0.02%Q2 2017Q4 20173
Cutler Group LLC / CA 330.00%0.00%0.00%Q4 2015Q2 20163
Sunbelt Securities, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
ICA Group Wealth Management, LLC 330.01%0.01%0.02%Q4 2022Q2 20233
GeoWealth Management, LLC 110.03%0.06%0.13%Q3 2021Q3 20233
Householder Group Estate & Retirement Specialist, LLC 110.03%0.03%0.04%Q3 2022Q3 20233
NewSquare Capital LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Atlantic Union Bankshares Corp 330.43%0.71%0.91%Q1 2014Q3 20143
Acorn Wealth Advisors, LLC 330.04%0.04%0.04%Q4 2017Q2 20183
Peterson Wealth Advisors, LLC 210.17%0.27%0.47%Q4 2017Q1 20203
SYNOVUS FINANCIAL CORP 210.00%0.00%0.00%Q4 2016Q1 20203
Timber Hill LLC 110.00%0.00%0.00%Q1 2014Q3 20163
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
SMITH, MOORE & CO. 210.08%0.10%0.12%Q1 2015Q2 20173
SP Asset Management LLC 330.03%0.03%0.03%Q1 2023Q3 20233
Renaissance Technologies 210.00%0.00%0.00%Q2 2019Q1 20223
Gryphon Financial Partners LLC 330.01%0.02%0.02%Q4 2017Q2 20183
Koshinski Asset Management, Inc. 330.01%0.01%0.01%Q3 2021Q1 20223
WOLVERINE TRADING, LLC 220.00%0.00%0.00%Q1 2020Q2 20202
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 220.01%0.01%0.01%Q4 2021Q1 20222
ATLAS CAPITAL ADVISORS LLC 220.01%0.01%0.01%Q2 2019Q3 20192
Bank of New York Mellon Corp 220.00%0.00%0.00%Q1 2023Q2 20232
Icon Wealth Advisors, LLC 220.03%0.03%0.03%Q3 2022Q4 20222
Valeo Financial Advisors, LLC 110.00%0.00%0.01%Q2 2019Q1 20202
Berman Capital Advisors, LLC 220.01%0.01%0.01%Q4 2019Q1 20202
Cyndeo Wealth Partners, LLC 220.04%0.04%0.04%Q2 2023Q3 20232
Fortitude Advisory Group L.L.C. 220.01%0.01%0.01%Q4 2021Q1 20222
Clear Perspective Advisors, LLC 220.00%0.00%0.00%Q1 2018Q2 20182
Summit Wealth Group, LLC 220.01%0.01%0.01%Q1 2021Q2 20212
MOTCO 220.00%0.00%0.00%Q3 2014Q4 20142
Legacy Advisors, LLC 220.01%0.01%0.01%Q1 2019Q2 20192
Independent Portfolio Consultants, Inc. 110.01%0.01%0.01%Q2 2016Q2 20172
KMS FINANCIAL SERVICES, INC 220.03%0.03%0.03%Q2 2014Q3 20142
True Capital Management 220.24%0.26%0.29%Q4 2022Q1 20232
RONALD BLUE & CO LLC 220.01%0.01%0.01%Q1 2017Q2 20172
FineMark National Bank & Trust 220.02%0.02%0.02%Q4 2020Q1 20212
Financial Services Advisory Inc 220.29%0.40%0.51%Q4 2021Q1 20222
Coppell Advisory Solutions Corp. 220.88%0.93%0.99%Q4 2022Q1 20232
LEVEL FOUR ADVISORY SERVICES, LLC 220.02%0.02%0.02%Q2 2020Q3 20202
Lloyd Advisory Services, LLC. 220.00%0.00%0.00%Q4 2019Q1 20202
Rehmann Capital Advisory Group 110.00%0.00%0.00%Q1 2018Q1 20192
VERUS CAPITAL PARTNERS, LLC 220.03%0.04%0.06%Q4 2019Q1 20202
MANAGED ACCOUNT ADVISORS LLC 220.00%0.00%0.00%Q1 2015Q2 20152
Parkside Financial Bank & Trust 220.00%0.00%0.00%Q1 2020Q2 20202
Kerntke Otto McGlone Wealth Management Group 110.20%0.20%0.20%Q4 2019Q2 20202
Independent Advisor Alliance 110.02%0.04%0.05%Q1 2017Q4 20192
STIFEL NICOLAUS & CO INC \MO\ 220.03%0.04%0.04%Q2 2013Q3 20132
FIRST TRUST ADVISORS LP 110.01%0.01%0.01%Q1 2020Q3 20202
Bogart Wealth, LLC 220.01%0.01%0.01%Q3 2017Q4 20172
LexAurum Advisors, LLC 221.26%1.27%1.28%Q4 2017Q1 20182
BARCLAYS PLC 220.00%0.00%0.00%Q2 2021Q3 20212
Sargent Bickham Lagudis LLC 110.00%0.00%0.00%Q4 2021Q2 20222
Triumph Capital Management 222.26%2.39%2.52%Q2 2023Q3 20232
Vantage Investment Advisors, LLC 220.01%0.01%0.01%Q2 2018Q3 20182
MONEY CONCEPTS CAPITAL CORP 110.03%0.04%0.05%Q1 2022Q4 20222
MARINER INDEPENDENT ADVISOR NETWORK, LLC 220.17%0.50%0.84%Q4 2016Q1 20172
QUADRANT CAPITAL GROUP LLC 220.00%0.00%0.00%Q2 2021Q3 20212
B. Riley Wealth Advisors, Inc. 110.00%0.00%0.01%Q2 2014Q4 20142
WESTWOOD HOLDINGS GROUP INC 110.00%0.00%0.00%Q4 2022Q4 20221
Lakewood Asset Management LLC 110.01%0.01%0.01%Q4 2022Q4 20221
THOROUGHBRED FINANCIAL SERVICES, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
First Personal Financial Services 110.01%0.01%0.01%Q4 2015Q4 20151
CFS Investment Advisory Services, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Freedom Investment Management, Inc. 110.02%0.02%0.02%Q3 2016Q3 20161
BANK OF NOVA SCOTIA 110.00%0.00%0.00%Q1 2013Q1 20131
V Wealth Advisors LLC 110.02%0.02%0.02%Q2 2017Q2 20171
Capital One Investing, Inc. 110.06%0.06%0.06%Q1 2019Q1 20191
Jane Street Holding, LLC 110.00%0.00%0.00%Q3 2013Q3 20131
Virtue Capital Management, LLC 110.03%0.03%0.03%Q4 2017Q4 20171
Capital Asset Advisory Services LLC 110.01%0.01%0.01%Q4 2020Q4 20201
FinTrust Capital Advisors, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Clearstead Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Ironwood Wealth Management, LLC. 110.00%0.00%0.00%Q3 2017Q3 20171
Bartlett & Co. LLC 110.00%0.00%0.00%Q3 2021Q3 20211
NBC SECURITIES, INC. 110.04%0.04%0.04%Q3 2023Q3 20231
BB&T INVESTMENT SERVICES, INC. 110.00%0.00%0.00%Q4 2017Q4 20171
Total Clarity Wealth Management, Inc. 110.04%0.04%0.04%Q4 2019Q4 20191
ABLE Financial Group, LLC 110.10%0.10%0.10%Q3 2023Q3 20231
Comprehensive Financial Consultants Institutional, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
RAYMOND JAMES TRUST N.A. 110.03%0.03%0.03%Q2 2014Q2 20141
Crosspoint Capital Strategies, LLC 110.11%0.11%0.11%Q4 2015Q4 20151
Newbridge Financial Services Group, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
FolioMetrix LLC 110.05%0.05%0.05%Q2 2015Q2 20151
Waverly Advisors, LLC 110.04%0.04%0.04%Q3 2014Q3 20141
F3Logic, LLC 110.07%0.07%0.07%Q3 2020Q3 20201
Capital Investment Advisory Services, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Csenge Advisory Group 110.01%0.01%0.01%Q3 2018Q3 20181
FSB PREMIER WEALTH MANAGEMENT, INC. 110.04%0.04%0.04%Q4 2021Q4 20211
Accurate Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Kessler Investment Group, LLC 110.19%0.19%0.19%Q3 2013Q3 20131
CENTRAL TRUST Co 110.00%0.00%0.00%Q1 2017Q1 20171
PRW Wealth Management LLC 110.03%0.03%0.03%Q1 2019Q1 20191
CALTON & ASSOCIATES, INC. 110.01%0.01%0.01%Q4 2017Q4 20171
Heritage Trust Co 110.00%0.00%0.00%Q4 2017Q4 20171
WEALTHCARE CAPITAL MANAGEMENT LLC 110.08%0.08%0.08%Q1 2015Q1 20151
Kistler-Tiffany Companies, LLC 110.00%0.00%0.00%Q2 2016Q2 20161
KNIGHT CAPITAL GROUP LLC 110.02%0.02%0.02%Q2 2013Q2 20131
COMERICA BANK 110.01%0.01%0.01%Q3 2023Q3 20231
ASSET ADVISORS CORP 110.01%0.01%0.01%Q3 2016Q3 20161
McElhenny Sheffield Capital Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Neuberger Berman Group LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Keebeck Wealth Management, LLC 112.37%2.37%2.37%Q4 2019Q4 20191
AHL INVESTMENT MANAGEMENT, INC. 110.02%0.02%0.02%Q4 2021Q4 20211
FIRST INTERSTATE BANK 110.00%0.00%0.00%Q3 2019Q3 20191
Aspire Private Capital, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Sound Income Strategies, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Live Oak Investment Partners 110.02%0.02%0.02%Q2 2023Q2 20231
KPP Advisory Services LLC 110.76%0.76%0.76%Q3 2023Q3 20231
Foresight Wealth Management, LLC 110.36%0.36%0.36%Q4 2018Q4 20181
Masso Torrence Wealth Management Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Claro Advisors LLC 110.05%0.05%0.05%Q4 2018Q4 20181
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.14%0.14%0.14%Q4 2013Q4 20131
STEPHENS INC /AR/ 110.05%0.05%0.05%Q3 2014Q3 20141
MAI Capital Management 110.00%0.00%0.00%Q2 2021Q2 20211
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 110.00%0.00%0.00%Q3 2023Q3 20231
WealthShield Partners, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Confluence Wealth Services, Inc. 110.04%0.04%0.04%Q4 2021Q4 20211
RiverTree Advisors, LLC 113.35%3.35%3.35%Q4 2022Q4 20221
Stonebridge Capital Advisors LLC 110.00%0.00%0.00%Q1 2022Q1 20221
TFG Advisers LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Safeguard Investment Advisory Group, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Personal Wealth Partners 110.13%0.13%0.13%Q4 2018Q4 20181
OLD NATIONAL BANCORP /IN/ 110.00%0.00%0.00%Q1 2015Q1 20151
Joule Financial, LLC 110.18%0.18%0.18%Q3 2023Q3 20231
Asset Dedication, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
PCA Investment Advisory Services Inc. 110.06%0.06%0.06%Q2 2023Q2 20231
SOCIETE GENERALE 110.00%0.00%0.00%Q2 2016Q2 20161
1834 INVESTMENT ADVISORS CO 110.00%0.00%0.00%Q1 2018Q1 20181
Cornerstone Advisory, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
DRW Securities, LLC 110.02%0.02%0.02%Q4 2013Q4 20131
Probabilities Fund Management, LLC 110.36%0.36%0.36%Q4 2017Q4 20171
External links

This page lists all the filers that currently own FIRST TR LRGE CP CORE ALPHA or have owned FIRST TR LRGE CP CORE ALPHA in the past.