FIRST TR EXCHANGE TRADED FD shareholder history

Current and past FIRST TR EXCHANGE TRADED FD shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
MORGAN STANLEY 42420.00%0.04%0.11%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.00%0.02%0.13%Q2 2013Q3 202342
LPL Financial LLC 42420.01%0.04%0.12%Q2 2013Q3 202342
SignalPoint Asset Management, LLC 42420.18%0.87%2.86%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.01%0.02%Q2 2013Q3 202342
STEPHENS INC /AR/ 42420.01%0.06%0.23%Q2 2013Q3 202342
BENJAMIN F. EDWARDS & COMPANY, INC. 42420.00%0.46%1.21%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.01%0.03%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.00%0.01%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.01%0.06%0.18%Q2 2013Q3 202342
CITIGROUP INC 42420.00%0.00%0.01%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.01%0.04%0.10%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 41410.00%0.02%0.05%Q3 2013Q3 202341
Raymond James Financial Services Advisors, Inc. 27140.01%0.11%0.49%Q2 2013Q3 202341
OPPENHEIMER & CO INC 27140.01%0.03%0.07%Q2 2013Q3 202341
Prospera Financial Services Inc 3730.00%0.23%1.41%Q2 2013Q3 202340
Janney Montgomery Scott LLC 29110.02%0.09%0.38%Q3 2013Q3 202340
STIFEL FINANCIAL CORP 39390.00%0.03%0.09%Q1 2014Q3 202339
PNC FINANCIAL SERVICES GROUP, INC. 38380.00%0.00%0.00%Q2 2014Q3 202338
JPMORGAN CHASE & CO 2730.00%0.00%0.00%Q2 2013Q3 202338
HighTower Advisors, LLC 2730.00%0.03%0.08%Q2 2013Q3 202338
GOLDMAN SACHS GROUP INC 1830.00%0.00%0.01%Q2 2012Q3 202337
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1810.00%0.00%0.00%Q2 2013Q3 202337
UBS Group AG 36360.00%0.02%0.07%Q4 2014Q3 202336
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2810.00%0.00%0.00%Q4 2013Q3 202336
D.A. DAVIDSON & CO. 2720.00%0.04%0.14%Q2 2013Q3 202335
NewSquare Capital LLC 1330.00%1.48%4.32%Q4 2013Q3 202335
NewEdge Advisors, LLC 1490.00%0.53%3.21%Q4 2014Q3 202334
ACG Wealth 3310.02%0.33%3.05%Q2 2013Q2 202234
Regal Investment Advisors LLC 2410.02%0.24%0.70%Q2 2013Q2 202233
Tower Research Capital LLC (TRC) 2210.00%0.08%0.39%Q1 2015Q3 202333
Baird Financial Group, Inc. 1570.00%0.02%0.08%Q2 2015Q3 202332
CREDIT SUISSE AG/ 32320.00%0.00%0.01%Q1 2013Q4 202032
Transamerica Financial Advisors, Inc. 1710.00%0.60%1.82%Q4 2014Q3 202332
Private Advisor Group, LLC 1910.00%0.02%0.11%Q4 2013Q3 202332
IFP Advisors, Inc 17140.00%0.03%0.10%Q4 2015Q3 202331
US BANCORP \DE\ 2710.00%0.00%0.00%Q2 2013Q4 202230
Stratos Wealth Partners, LTD. 2710.01%0.05%0.27%Q4 2015Q3 202330
Winslow, Evans & Crocker, Inc. 29290.00%0.03%0.13%Q4 2013Q4 202029
First Allied Advisory Services, Inc. 2810.01%0.04%0.07%Q2 2013Q3 202029
ATWOOD & PALMER INC 15140.00%0.18%0.29%Q2 2013Q3 202329
Sandy Spring Bank 2810.00%0.00%0.01%Q2 2015Q3 202329
Geneos Wealth Management Inc. 15130.00%0.00%0.01%Q1 2016Q3 202328
LEVEL FOUR ADVISORY SERVICES, LLC 28280.03%0.10%0.21%Q4 2016Q3 202328
IHT Wealth Management, LLC 28280.02%0.14%0.49%Q4 2016Q3 202328
Cetera Advisors LLC 1410.01%0.03%0.10%Q2 2013Q3 202328
SIGNATUREFD, LLC 2310.00%0.00%0.02%Q4 2013Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.03%0.06%Q2 2013Q4 201927
NAVELLIER & ASSOCIATES INC 1110.01%0.95%4.34%Q3 2012Q2 202326
Citadel Advisors 1110.00%0.00%0.01%Q3 2015Q3 202326
Tortoise Investment Management, LLC 26260.01%0.01%0.01%Q4 2012Q1 201926
BB&T SECURITIES, LLC 26260.01%0.06%0.18%Q2 2013Q3 201926
CWM, LLC 1080.00%0.10%0.51%Q3 2015Q3 202326
Advisory Services Network, LLC 810.00%0.10%0.26%Q4 2013Q3 202326
Snowden Capital Advisors LLC 1710.01%0.15%0.46%Q1 2016Q3 202326
Koshinski Asset Management, Inc. 1730.01%0.12%0.25%Q2 2015Q1 202225
SUNTRUST BANKS INC 1870.01%0.02%0.04%Q2 2013Q3 201925
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.02%0.08%Q4 2017Q3 202324
Westside Investment Management, Inc. 1510.00%0.00%0.01%Q1 2017Q3 202324
MinichMacGregor Wealth Management, LLC 1240.00%0.80%1.63%Q4 2015Q3 202324
Dynamic Advisor Solutions LLC 24240.04%0.25%0.51%Q4 2013Q3 201924
RPg Family Wealth Advisory, LLC 940.01%0.17%0.32%Q4 2016Q3 202324
JANE STREET GROUP, LLC 510.00%0.01%0.02%Q1 2014Q3 202324
MML INVESTORS SERVICES, LLC 2310.00%0.02%0.10%Q2 2017Q3 202324
Astor Investment Management LLC 1940.29%1.88%4.70%Q1 2014Q1 202223
OLD NATIONAL BANCORP /IN/ 23230.01%0.07%0.21%Q2 2014Q4 201923
SPC Financial, Inc. 1480.10%0.25%0.51%Q2 2013Q1 202222
Steward Partners Investment Advisory, LLC 1840.00%0.01%0.02%Q4 2017Q3 202322
FIRST TRUST ADVISORS LP 1130.08%1.02%2.21%Q1 2014Q3 202322
HL FINANCIAL SERVICES LLC 22220.01%0.08%0.15%Q2 2013Q3 201822
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.02%0.06%Q3 2018Q3 202321
American Portfolios Advisors 20200.00%0.00%0.02%Q4 2017Q3 202220
FMR LLC 1810.00%0.00%0.00%Q2 2013Q3 202320
Mascoma Wealth Management LLC 1010.00%0.00%0.01%Q1 2017Q3 202320
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Financial Enhancement Group LLC 19190.00%0.63%3.22%Q1 2018Q3 202219
Cetera Investment Advisers 1410.00%0.03%0.07%Q3 2018Q3 202319
SeaCrest Wealth Management, LLC 19190.04%0.06%0.08%Q4 2017Q2 202219
UNITED CAPITAL FINANCIAL ADVISORS, LLC 18180.01%0.04%0.13%Q3 2015Q4 201918
Capital Investment Advisory Services, LLC 18180.00%0.06%0.16%Q1 2017Q2 202118
FIFTH THIRD BANCORP 1310.00%0.00%0.00%Q2 2014Q2 202218
Commonwealth Equity Services, Inc 18180.00%0.01%0.01%Q2 2013Q3 201718
Horizon Investments, LLC 1410.01%0.06%0.18%Q2 2013Q1 202117
Sigma Planning Corp 630.01%0.12%0.48%Q4 2014Q3 202217
WFG Advisors, LP 17170.01%0.07%0.13%Q2 2013Q2 201717
B. Riley Wealth Advisors, Inc. 610.00%0.03%0.08%Q2 2013Q2 202217
TRUIST FINANCIAL CORP 16160.00%0.01%0.03%Q4 2019Q3 202316
BROWN ADVISORY INC 16160.00%0.00%0.00%Q2 2014Q1 201816
FOUNDERS FINANCIAL SECURITIES LLC 1240.07%0.29%0.52%Q4 2013Q1 202116
Financial Advocates Investment Management 710.02%0.12%0.40%Q4 2017Q1 202316
Aptus Capital Advisors, LLC 16160.00%0.00%0.00%Q4 2019Q3 202316
Arkadios Wealth Advisors 16160.01%0.04%0.07%Q4 2019Q3 202316
ADVANTAGE INVESTMENT MANAGEMENT, LLC 1420.01%0.02%0.07%Q3 2015Q3 201916
Cetera Advisor Networks LLC 1010.00%0.03%0.11%Q4 2013Q3 202315
Advisor Group, Inc. 15150.02%0.05%0.10%Q2 2016Q4 201915
BNP PARIBAS FINANCIAL MARKETS 1230.00%0.00%0.02%Q1 2015Q3 202315
NEXT Financial Group, Inc 410.00%0.03%0.13%Q2 2014Q4 202115
Hudock, Inc. 15150.01%0.32%1.25%Q2 2013Q4 201615
OSAIC HOLDINGS, INC. 15150.00%0.01%0.02%Q1 2020Q3 202315
Kovack Advisors, Inc. 730.03%0.16%0.36%Q1 2015Q3 202315
Valeo Financial Advisors, LLC 15150.01%0.01%0.02%Q3 2017Q1 202115
IFC Holdings Incorporated/FL 1410.08%0.19%0.30%Q2 2013Q4 201715
Atria Investments, Inc 1220.02%0.06%0.15%Q1 2015Q3 201814
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 14140.02%0.04%0.06%Q2 2020Q3 202314
DEUTSCHE BANK AG\ 860.00%0.00%0.00%Q3 2013Q4 201914
Wealthcare Advisory Partners LLC 1110.00%0.01%0.04%Q3 2017Q2 202314
Risk Paradigm Group, LLC 1020.36%0.91%2.12%Q1 2015Q4 201814
WEDBUSH SECURITIES INC 860.02%0.05%0.07%Q4 2014Q1 202214
COUNTRY TRUST BANK 14140.00%0.00%0.00%Q3 2020Q4 202314
Beaumont Financial Partners, LLC 730.28%1.11%1.99%Q2 2013Q3 201714
SYNOVUS FINANCIAL CORP 540.00%0.00%0.00%Q4 2019Q3 202314
MSI Financial Services Inc 1310.00%0.56%1.50%Q2 2013Q4 201614
Founders Financial Alliance, LLC 13130.02%0.06%0.10%Q3 2020Q3 202313
O'Dell Group, LLC 13130.18%2.77%4.96%Q3 2020Q3 202313
Kestra Advisory Services, LLC 13130.01%0.02%0.06%Q3 2020Q3 202313
Rockefeller Capital Management L.P. 13130.00%0.01%0.02%Q3 2020Q3 202313
Fulcrum Equity Management 620.01%2.42%9.00%Q2 2019Q2 202313
Baystate Wealth Management LLC 13130.00%0.00%0.00%Q1 2017Q1 202013
Gradient Investments LLC 710.00%0.00%0.00%Q2 2013Q4 202212
VSR Financial Services, Inc. 1110.10%0.17%0.28%Q2 2013Q2 201612
Formidable Asset Management, LLC 1110.03%0.04%0.13%Q3 2013Q1 201912
AMERICAN INTERNATIONAL GROUP, INC. 12120.01%0.02%0.03%Q2 2013Q1 201612
AE Wealth Management LLC 610.00%0.03%0.09%Q4 2016Q3 202312
Capital Wealth Alliance, LLC 12120.29%0.61%1.00%Q4 2020Q3 202312
Wagner Wealth Management, LLC 840.00%0.01%0.02%Q4 2017Q3 202212
TSFG, LLC 12120.00%0.05%0.12%Q4 2020Q3 202312
AVIANCE CAPITAL MANAGEMENT, LLC 620.01%0.14%0.44%Q4 2014Q1 201812
Hoxton Financial, Inc. 12124.18%5.17%9.96%Q2 2013Q1 201612
BENJAMIN EDWARDS INC 930.02%0.07%0.15%Q1 2020Q3 202312
MTM Investment Management, LLC 12120.31%0.36%0.42%Q4 2020Q3 202312
Simplicity Solutions, LLC 810.00%0.33%1.58%Q4 2014Q2 202111
WINTRUST INVESTMENTS LLC 620.06%0.17%0.26%Q2 2016Q3 202011
MGO ONE SEVEN LLC 810.02%0.09%0.14%Q4 2017Q1 202211
NATIONAL PLANNING CORP 11110.02%0.03%0.04%Q1 2014Q3 201611
CENTAURUS FINANCIAL, INC. 830.01%0.28%0.61%Q1 2018Q3 202211
MANUFACTURERS LIFE INSURANCE COMPANY, THE 11110.00%0.00%0.00%Q4 2015Q2 201811
Creative Planning 810.00%0.00%0.00%Q2 2013Q2 201711
Spire Wealth Management 11110.02%0.03%0.06%Q1 2021Q3 202311
Aft, Forsyth & Sober, LLC 11110.00%0.00%0.00%Q2 2013Q4 201511
StoneX Group Inc. 710.12%0.14%0.16%Q4 2019Q3 202311
KENNICOTT CAPITAL MANAGEMENT LLC 11110.14%0.46%0.98%Q1 2021Q3 202311
Royal Fund Management, LLC 830.00%0.11%0.31%Q4 2016Q4 201911
BANK OF MONTREAL /CAN/ 310.00%0.00%0.00%Q4 2014Q3 202311
Allworth Financial LP 11110.00%0.00%0.00%Q3 2019Q1 202211
BlackRock Inc. 11110.00%0.00%0.00%Q1 2021Q3 202311
Cornerstone Wealth Management, LLC 810.03%0.07%0.13%Q2 2018Q2 202111
Hilltop Holdings Inc. 810.26%0.29%0.30%Q1 2015Q4 201710
Freedom Investment Management, Inc. 10100.02%0.04%0.07%Q2 2014Q3 201610
AVANTAX ADVISORY SERVICES, INC. 550.01%0.03%0.05%Q4 2018Q2 202210
FDx Advisors, Inc. 430.01%0.11%0.35%Q2 2013Q3 201710
Gateway Advisory, LLC 820.09%1.42%2.11%Q1 2015Q1 202210
Virtu Financial LLC 610.01%0.17%0.41%Q3 2014Q4 201710
SII INVESTMENTS INC/WI 10100.05%0.09%0.18%Q2 2014Q3 201610
Newbridge Financial Services Group, Inc. 730.01%0.01%0.01%Q3 2020Q3 202310
BAROMETER CAPITAL MANAGEMENT INC. 610.10%0.17%0.44%Q4 2013Q2 202110
Virtue Capital Management, LLC 510.11%0.81%1.70%Q4 2017Q3 202310
GPS Wealth Strategies Group, LLC 730.00%0.00%0.00%Q1 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.01%0.03%0.08%Q1 2021Q3 202310
Avior Wealth Management, LLC 10100.00%0.00%0.01%Q2 2021Q3 202310
Qube Research & Technologies Ltd 710.00%0.00%0.03%Q1 2021Q3 20239
Claro Advisors LLC 630.08%0.11%0.13%Q4 2020Q3 20239
Stonebridge Financial Planning Group, LLC 990.04%0.04%0.05%Q4 2019Q4 20219
Virtu KCG Holdings LLC 810.01%0.02%0.06%Q3 2014Q2 20179
Realta Investment Advisors 720.11%0.13%0.16%Q3 2020Q3 20239
DB Wealth Management Group, LLC 630.00%0.95%1.75%Q4 2020Q3 20239
Clearview Wealth Advisors LLC 990.00%0.00%0.01%Q2 2021Q2 20239
KESTRA PRIVATE WEALTH SERVICES, LLC 630.02%0.07%0.13%Q2 2021Q3 20239
M&T BANK CORP 990.00%0.00%0.00%Q3 2014Q3 20169
Financial Architects, Inc 810.00%0.00%0.01%Q3 2014Q4 20179
Moors & Cabot, Inc. 810.02%0.07%0.09%Q1 2014Q1 20219
&PARTNERS 990.12%0.38%0.63%Q2 2020Q2 20229
Carroll Financial Associates, Inc. 990.00%0.00%0.00%Q4 2019Q4 20219
B. Riley Wealth Management, Inc. 990.02%1.06%2.48%Q1 2014Q1 20169
Accel Wealth Management 990.01%0.01%0.01%Q1 2021Q1 20239
IMA Wealth, Inc. 990.98%1.24%1.45%Q1 2014Q1 20169
TriaGen Wealth Management LLC 630.47%0.89%1.03%Q4 2020Q3 20239
IFG Advisory, LLC 990.02%0.04%0.06%Q4 2020Q4 20229
CAPTRUST FINANCIAL ADVISORS 610.00%0.00%0.00%Q1 2015Q2 20228
Secure Asset Management, LLC 880.28%1.14%1.54%Q2 2020Q1 20228
Destiny Wealth Partners, LLC 620.00%0.00%0.01%Q4 2020Q4 20228
PFG Advisors 880.03%0.04%0.05%Q4 2021Q3 20238
Schrum Private Wealth Management LLC 880.78%0.84%0.87%Q4 2021Q3 20238
LifePlan Financial Group, Inc 710.00%2.00%3.59%Q2 2015Q4 20198
FAS Wealth Partners, Inc. 440.00%0.00%0.00%Q3 2021Q3 20238
BAIRD ROBERT W & CO INC /WI/ 880.05%0.07%0.09%Q2 2013Q1 20158
Global Retirement Partners, LLC 710.00%0.00%0.00%Q4 2018Q3 20238
COTTONWOOD CAPITAL ADVISORS, LLC 881.13%1.24%1.37%Q4 2021Q3 20238
GUARDIAN WEALTH ADVISORS, LLC / NC 880.00%0.00%0.01%Q4 2021Q3 20238
Concorde Asset Management, LLC 880.25%0.43%0.78%Q4 2014Q3 20168
STERNE AGEE GROUP, INC. 880.38%0.56%0.93%Q2 2013Q1 20158
Apeiron RIA LLC 880.03%0.35%0.58%Q4 2021Q3 20238
WESPAC Advisors, LLC 710.50%2.40%4.05%Q3 2013Q4 20158
Argentus Capital Management, LLC 880.07%0.14%0.28%Q4 2014Q3 20168
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
Concert Wealth Management Inc. 620.04%0.07%0.08%Q2 2013Q3 20168
Placemark Investments, Inc. 770.01%0.12%0.30%Q2 2013Q4 20147
Community Bank, N.A. 770.00%0.00%0.00%Q4 2014Q2 20167
SMITH HAYES Advisers, Inc 770.11%0.20%0.29%Q3 2013Q1 20157
GREAT VALLEY ADVISOR GROUP, INC. 770.01%0.03%0.05%Q3 2021Q1 20237
Independent Advisor Alliance 310.01%0.07%0.10%Q4 2019Q4 20217
Global Financial Private Capital, Inc 770.04%0.07%0.19%Q1 2017Q3 20187
FLOW TRADERS U.S. LLC 310.00%0.07%0.14%Q4 2016Q3 20237
CEDAR CAPITAL, LLC 510.10%0.13%0.23%Q2 2016Q3 20187
SEI INVESTMENTS CO 430.00%0.00%0.00%Q1 2016Q2 20187
Bank of New Hampshire 770.01%0.01%0.01%Q1 2022Q3 20237
Beacon Capital Management, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
L.M. KOHN & COMPANY 770.08%0.09%0.10%Q1 2022Q3 20237
MONEY CONCEPTS CAPITAL CORP 520.00%0.12%0.77%Q4 2020Q4 20227
AlphaMark Advisors, LLC 430.00%0.00%0.01%Q4 2016Q3 20187
Investors Capital Advisory Services 770.04%0.05%0.05%Q2 2014Q4 20157
SG Americas Securities, LLC 510.00%0.01%0.03%Q3 2013Q3 20177
Johnson Financial Group, Inc. 770.00%0.00%0.01%Q1 2015Q3 20167
WEALTHSOURCE PARTNERS, LLC 410.05%0.64%1.18%Q3 2017Q3 20217
Paragon Private Wealth Management, LLC 520.19%1.42%2.56%Q4 2021Q3 20237
Voya Financial Advisors, Inc. 610.01%0.06%0.09%Q2 2015Q1 20217
Aspire Private Capital, LLC 770.00%0.00%0.00%Q2 2021Q4 20227
Capital Analysts, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Capital Asset Advisory Services LLC 610.00%0.00%0.00%Q4 2019Q4 20217
NEW ENGLAND SECURITIES CORP /MA/ 770.06%0.34%0.57%Q2 2013Q4 20147
TUCKER ASSET MANAGEMENT LLC 610.00%0.01%0.01%Q4 2020Q1 20237
CREATIVE FINANCIAL DESIGNS INC /ADV 520.00%0.01%0.01%Q4 2016Q2 20227
Ballew Advisors, Inc 610.15%0.16%0.17%Q4 2020Q2 20237
PARAMETRIC PORTFOLIO ASSOCIATES LLC 430.04%0.06%0.09%Q2 2013Q2 20157
WCG Wealth Advisors LLC 320.00%0.48%1.12%Q2 2022Q3 20236
AlphaStar Capital Management, LLC 660.06%0.22%0.31%Q3 2018Q4 20196
PRIVATE TRUST CO NA 660.00%0.00%0.00%Q2 2022Q3 20236
Eudaimonia Partners, LLC 660.01%0.02%0.03%Q4 2019Q1 20216
Piscataqua Savings Bank 660.02%0.02%0.02%Q2 2022Q3 20236
WESBANCO BANK INC 510.02%0.03%0.06%Q3 2020Q1 20226
Claraphi Advisory Network, LLC 660.17%0.19%0.23%Q2 2020Q3 20216
WOLVERINE TRADING, LLC 420.00%0.00%0.01%Q2 2016Q4 20216
ACIMA PRIVATE WEALTH, LLC 660.01%0.01%0.01%Q4 2020Q1 20226
Gladstone Institutional Advisory LLC 420.02%0.18%0.33%Q1 2021Q3 20236
First Horizon Advisors, Inc. 310.00%0.49%0.97%Q3 2013Q4 20196
Shamrock Asset Management LLC 310.00%5.38%11.90%Q4 2013Q1 20186
F-Squared Investment Management, LLC 423.76%7.81%11.87%Q3 2013Q2 20156
Renaissance Technologies 210.00%0.00%0.00%Q1 2018Q3 20236
UBS AG 660.03%0.04%0.05%Q2 2013Q3 20146
LBA Wealth Management, LLC 660.00%0.00%0.00%Q4 2015Q1 20176
First Heartland Consultants, Inc. 220.12%0.25%0.44%Q2 2013Q1 20216
Lloyd Advisory Services, LLC. 510.00%0.00%0.01%Q4 2019Q1 20226
Keel Point, LLC 550.11%2.53%3.34%Q1 2015Q1 20165
BKS ADVISORS, LLC 552.15%2.25%2.45%Q2 2015Q2 20165
CX Institutional 210.00%0.02%0.05%Q3 2018Q4 20225
SEAVIEW INVESTMENT MANAGERS LLC 550.23%0.25%0.27%Q2 2021Q2 20225
MUFG Americas Holdings Corp 410.00%0.00%0.00%Q3 2015Q3 20225
Private Advisory Group LLC 320.08%0.12%0.15%Q2 2021Q3 20235
BREITER CAPITAL MANAGEMENT INC 411.27%1.50%1.83%Q4 2017Q1 20195
FourThought Financial, LLC 550.00%0.00%0.01%Q3 2021Q3 20225
Harel Insurance Investments & Financial Services Ltd. 550.01%0.02%0.02%Q4 2015Q4 20165
BROWN BROTHERS HARRIMAN & CO 550.00%0.00%0.00%Q1 2022Q1 20235
MAI Capital Management 320.00%0.00%0.00%Q4 2021Q2 20235
CoreCap Advisors, LLC 550.03%0.09%0.18%Q4 2021Q4 20225
HFG Advisors, Inc. 320.56%0.87%1.35%Q4 2021Q3 20235
Kesler, Norman & Wride, LLC 320.05%0.07%0.09%Q1 2021Q3 20235
Columbia Asset Management 550.07%0.07%0.07%Q4 2016Q4 20175
Veritable, L.P. 550.01%0.01%0.01%Q4 2014Q4 20155
EPG Wealth Management LLC 320.01%0.03%0.04%Q4 2019Q1 20225
Marks Wealth, LLC 550.09%0.09%0.10%Q4 2020Q4 20215
Beacon Pointe Wealth Advisors, LLC 550.04%0.06%0.08%Q4 2018Q4 20195
FLAGSHIP HARBOR ADVISORS, LLC 410.00%0.00%0.00%Q3 2018Q4 20195
High Net Worth Advisory Group LLC 550.02%0.02%0.02%Q4 2021Q4 20225
Holloway Wealth Management, LLC 550.06%0.08%0.10%Q1 2021Q1 20225
Rehmann Capital Advisory Group 320.00%0.00%0.00%Q1 2018Q2 20195
Donald L. Hagan, LLC 220.21%0.25%0.30%Q2 2018Q2 20194
Larson Financial Group LLC 220.00%0.00%0.00%Q3 2019Q1 20214
GeoWealth Management, LLC 440.04%0.04%0.05%Q2 2021Q1 20224
Register Financial Advisors LLC 440.01%0.01%0.01%Q4 2022Q3 20234
First Command Financial Services, Inc. 440.01%0.01%0.01%Q4 2016Q3 20174
Leelyn Smith, LLC 310.13%0.13%0.14%Q3 2021Q3 20234
Coppell Advisory Solutions LLC 210.01%0.47%1.27%Q4 2020Q3 20234
Cypress Capital, LLC 440.18%0.20%0.21%Q3 2021Q2 20224
Pinnacle Family Advisors, LLC 440.15%0.30%0.37%Q2 2021Q1 20224
ASSETMARK, INC 440.00%0.00%0.00%Q2 2021Q1 20224
Argent Trust Co 440.01%0.01%0.02%Q2 2021Q1 20224
Golden State Wealth Management, LLC 310.00%0.00%0.00%Q1 2019Q1 20204
Farther Finance Advisors, LLC 440.01%0.01%0.02%Q4 2022Q3 20234
TOWER TRUST Co 441.51%1.58%1.69%Q2 2013Q1 20144
FormulaFolio Investments, LLC 220.08%0.10%0.11%Q4 2017Q4 20184
Aveo Capital Partners, LLC 440.04%0.04%0.04%Q4 2022Q3 20234
Premia Global Advisors, LLC 440.74%1.13%1.48%Q2 2018Q1 20194
TWO SIGMA SECURITIES, LLC 210.00%0.03%0.05%Q1 2017Q3 20234
Timber Hill LLC 310.00%0.00%0.00%Q2 2013Q1 20174
Ignite Planners, LLC 440.10%0.17%0.22%Q4 2022Q3 20234
Cutler Group LLC / CA 310.00%0.00%0.00%Q4 2015Q1 20174
Parkside Financial Bank & Trust 440.02%0.03%0.03%Q4 2015Q3 20164
Kingsview Wealth Management, LLC 440.04%0.08%0.13%Q1 2019Q4 20194
Hochman Cole Investment Advisors, Inc. 440.09%0.10%0.10%Q4 2020Q3 20214
WealthTrust Fairport, LLC 440.05%0.06%0.06%Q4 2015Q3 20164
Bank of New York Mellon Corp 440.00%0.00%0.00%Q2 2021Q1 20224
Advisors Preferred, LLC 210.02%0.29%0.76%Q4 2013Q2 20234
FinTrust Capital Advisors, LLC 440.00%0.00%0.00%Q4 2021Q3 20224
AMJ Financial Wealth Management 210.11%0.24%0.56%Q1 2021Q3 20234
HAYS ADVISORY LLC 312.31%3.33%3.92%Q3 2013Q4 20154
COMMUNITY BANK SYSTEM, INC. 440.00%0.00%0.00%Q4 2013Q3 20144
Jaffetilchin Investment Partners, LLC 440.08%0.09%0.10%Q1 2019Q4 20194
First Command Bank 440.01%0.01%0.01%Q4 2016Q3 20174
MILLENNIUM MANAGEMENT LLC 210.00%0.00%0.00%Q3 2016Q4 20203
Kraft, Davis & Associates, LLC 210.10%0.10%0.10%Q4 2022Q3 20233
1776 Wealth LLC 330.06%0.11%0.15%Q4 2019Q2 20203
HRT FINANCIAL LP 210.00%0.01%0.01%Q1 2022Q3 20233
Orion Portfolio Solutions, LLC 330.00%0.00%0.00%Q4 2019Q2 20203
City State Bank 330.03%0.03%0.03%Q1 2023Q3 20233
Global Trust Asset Management, LLC 210.12%0.17%0.28%Q4 2017Q2 20193
Independent Portfolio Consultants, Inc. 330.01%0.01%0.01%Q2 2015Q4 20153
WealthBridge Capital Management, LLC 210.05%0.06%0.09%Q4 2018Q2 20233
RAYMOND JAMES TRUST N.A. 330.01%0.01%0.01%Q1 2021Q3 20213
Ameritas Investment Company, LLC 110.00%0.02%0.04%Q4 2018Q1 20203
Advocacy Wealth Management Services, LLC 210.00%0.01%0.01%Q2 2013Q4 20163
BALDWIN BROTHERS LLC/MA 330.00%0.00%0.01%Q1 2018Q3 20183
Archford Capital Strategies, LLC 330.10%0.13%0.15%Q3 2021Q1 20223
DAVENPORT & Co LLC 330.01%0.01%0.01%Q1 2023Q3 20233
BDO Wealth Advisors, LLC 330.00%0.00%0.00%Q2 2017Q4 20173
BOKF, NA 330.01%0.01%0.01%Q2 2015Q4 20153
Nelson Capital Management, LLC 330.01%0.01%0.01%Q2 2014Q4 20143
THRIVENT FINANCIAL FOR LUTHERANS 210.00%0.00%0.01%Q2 2017Q1 20223
AXXCESS WEALTH MANAGEMENT, LLC 330.02%0.02%0.02%Q4 2021Q2 20223
KILEY JUERGENS WEALTH MANAGEMENT, LLC 210.00%0.00%0.00%Q4 2017Q3 20183
Advisory Alpha, LLC 330.85%0.90%0.94%Q2 2019Q4 20193
OneDigital Investment Advisors LLC 210.01%0.01%0.02%Q3 2020Q4 20213
Walkner Condon Financial Advisors LLC 210.12%0.17%0.25%Q4 2019Q3 20213
WEBSTER BANK, N. A. 330.01%0.01%0.01%Q4 2016Q2 20173
WealthPLAN Partners, LLC 210.01%0.01%0.02%Q4 2015Q3 20163
LexAurum Advisors, LLC 210.95%1.01%1.10%Q4 2017Q3 20183
Sargent Bickham Lagudis LLC 330.00%0.00%0.00%Q3 2021Q1 20223
Visionary Asset Management, Inc. 330.23%0.36%0.47%Q2 2015Q4 20153
Merit Financial Group, LLC 210.05%0.08%0.10%Q3 2020Q3 20233
TRUE Private Wealth Advisors 110.01%0.01%0.01%Q3 2018Q4 20193
Nilsine Partners, LLC 330.35%0.65%1.12%Q1 2023Q3 20233
WealthOne, LLC 220.96%1.17%1.38%Q4 2018Q1 20192
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
FIFTH THIRD SECURITIES, INC. 222.24%2.35%2.47%Q4 2018Q1 20192
WMG Financial Advisors, LLC 220.39%0.39%0.40%Q4 2021Q1 20222
Exchange Capital Management, Inc. 220.00%0.00%0.01%Q2 2016Q3 20162
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 220.01%0.01%0.01%Q2 2021Q3 20212
First City Capital Management, Inc. 220.01%0.01%0.01%Q4 2015Q1 20162
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 220.01%0.01%0.01%Q4 2015Q1 20162
Gupta Wealth Management LLC 220.00%0.00%0.00%Q2 2015Q3 20152
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 110.00%0.00%0.00%Q2 2015Q4 20152
Karp Capital Management Corp 220.01%0.65%1.30%Q3 2018Q4 20182
Ancora Advisors LLC 110.00%0.00%0.00%Q3 2018Q1 20212
OLD MISSION CAPITAL LLC 220.14%0.19%0.23%Q1 2022Q2 20222
REGIONS FINANCIAL CORP 220.00%0.00%0.00%Q4 2017Q1 20182
Bellwether Investment Group, LLC 110.01%0.23%0.45%Q2 2016Q4 20162
MARINER INDEPENDENT ADVISOR NETWORK, LLC 110.03%0.08%0.13%Q4 2016Q1 20182
NORTHWEST WEALTH MANAGEMENT, LLC 220.00%0.00%0.00%Q1 2018Q2 20182
Plante Moran Financial Advisors, LLC 110.00%0.00%0.00%Q3 2020Q2 20212
MANAGED ACCOUNT ADVISORS LLC 220.00%0.00%0.00%Q1 2015Q2 20152
TRUST CO OF OKLAHOMA 220.08%0.16%0.24%Q2 2023Q3 20232
Legacy Private Trust Co. 220.07%0.12%0.17%Q2 2013Q3 20132
Camarda Financial Advisors, LLC 110.01%0.01%0.01%Q4 2016Q1 20192
HHM Wealth Advisors, LLC 110.00%0.01%0.02%Q1 2020Q2 20222
LOGAN CAPITAL MANAGEMENT INC 220.09%0.13%0.17%Q4 2017Q1 20182
Selective Wealth Management, Inc. 220.01%0.01%0.01%Q3 2021Q4 20212
Colonial River Wealth Management, LLC 220.19%0.20%0.21%Q4 2021Q1 20222
Simply Money Advisors 220.00%0.00%0.00%Q2 2013Q3 20132
Brendel Financial Advisors LLC 220.53%0.53%0.54%Q1 2021Q2 20212
Monument Capital Management 220.16%0.16%0.17%Q2 2023Q3 20232
STIFEL NICOLAUS & CO INC \MO\ 220.10%0.10%0.11%Q2 2013Q3 20132
VERUS CAPITAL PARTNERS, LLC 220.00%0.01%0.01%Q4 2019Q1 20202
Cyndeo Wealth Partners, LLC 220.65%0.68%0.72%Q2 2023Q3 20232
CreativeOne Wealth, LLC 110.37%0.38%0.39%Q2 2019Q4 20192
Family Asset Management, LLC 220.28%0.28%0.28%Q2 2023Q3 20232
Vestmark Advisory Solutions, Inc. 220.11%0.23%0.34%Q2 2023Q3 20232
Doyle Wealth Management 110.00%0.00%0.00%Q4 2018Q2 20192
S.C. Financial Services, Inc. 220.40%0.41%0.41%Q4 2021Q1 20222
Comprehensive Financial Consultants Institutional, Inc. 220.18%0.18%0.18%Q1 2023Q2 20232
WEALTHCARE CAPITAL MANAGEMENT LLC 220.00%0.01%0.01%Q1 2015Q2 20152
Strategic Capital Alternatives LLC 110.01%0.01%0.01%Q3 2014Q3 20152
Elevated Capital Advisors, LLC 110.08%0.08%0.08%Q1 2022Q1 20221
INVESTMENT PARTNERS, LTD. 110.04%0.04%0.04%Q1 2015Q1 20151
BLAIR WILLIAM & CO/IL 110.00%0.00%0.00%Q2 2019Q2 20191
SouthState Corp 110.00%0.00%0.00%Q4 2022Q4 20221
Mutual Advisors, LLC 110.05%0.05%0.05%Q2 2019Q2 20191
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.00%0.00%0.00%Q2 2020Q2 20201
AMERICAN NATIONAL BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Kore Private Wealth LLC 110.06%0.06%0.06%Q1 2022Q1 20221
CENTRAL TRUST Co 110.00%0.00%0.00%Q4 2014Q4 20141
CNB Bank 110.00%0.00%0.00%Q4 2021Q4 20211
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q2 2015Q2 20151
Asset Dedication, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
AHL INVESTMENT MANAGEMENT, INC. 110.02%0.02%0.02%Q4 2021Q4 20211
Alpine Global Management, LLC 110.07%0.07%0.07%Q1 2017Q1 20171
HOWE & RUSLING INC 110.00%0.00%0.00%Q1 2014Q1 20141
Brookstone Capital Management 110.00%0.00%0.00%Q2 2015Q2 20151
Cable Hill Partners, LLC 110.02%0.02%0.02%Q3 2016Q3 20161
Strategic Blueprint, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Chicago Partners Investment Group LLC 110.25%0.25%0.25%Q4 2015Q4 20151
Darwin Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
BESSEMER GROUP INC 110.00%0.00%0.00%Q1 2022Q1 20221
Moser Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
RFG Advisory, LLC 110.05%0.05%0.05%Q4 2019Q4 20191
Csenge Advisory Group 110.02%0.02%0.02%Q3 2023Q3 20231
Sound Income Strategies, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
BALYASNY ASSET MANAGEMENT L.P. 110.00%0.00%0.00%Q2 2022Q2 20221
UBS ASSET MANAGEMENT AMERICAS INC 110.00%0.00%0.00%Q2 2022Q2 20221
Salomon & Ludwin, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
LINCOLN NATIONAL CORP 110.01%0.01%0.01%Q1 2023Q1 20231
J Arnold Wealth Management Co 110.03%0.03%0.03%Q4 2019Q4 20191
WealthShield Partners, LLC 110.06%0.06%0.06%Q1 2019Q1 20191
Capital Advisors, Ltd. LLC 110.00%0.00%0.00%Q1 2017Q1 20171
WHITTIER TRUST CO OF NEVADA INC 110.00%0.00%0.00%Q4 2018Q4 20181
Well Done, LLC 110.02%0.02%0.02%Q1 2018Q1 20181
CMC Financial Group 114.42%4.42%4.42%Q3 2021Q3 20211
Watson Rebecca 110.00%0.00%0.00%Q2 2020Q2 20201
RELIANCE TRUST CO OF DELAWARE 110.04%0.04%0.04%Q1 2019Q1 20191
GSA CAPITAL PARTNERS LLP 110.09%0.09%0.09%Q2 2023Q2 20231
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.02%0.02%0.02%Q2 2019Q2 20191
Strid Group, LLC 116.26%6.26%6.26%Q4 2015Q4 20151
Harbour Capital Advisors, LLC 110.02%0.02%0.02%Q1 2017Q1 20171
Mariner, LLC 110.00%0.00%0.00%Q3 2016Q3 20161
KNIGHT CAPITAL GROUP LLC 110.01%0.01%0.01%Q2 2013Q2 20131
DEFINED WEALTH MANAGEMENT, LLC 110.07%0.07%0.07%Q4 2020Q4 20201
D.B. Root & Company, LLC 110.27%0.27%0.27%Q1 2019Q1 20191
Coppell Advisory Solutions Corp. 110.01%0.01%0.01%Q4 2022Q4 20221
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q3 2021Q3 20211
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Buffington Mohr McNeal 110.00%0.00%0.00%Q1 2019Q1 20191
Harvest Investment Services, LLC 110.15%0.15%0.15%Q3 2020Q3 20201
Pekin Hardy Strauss, Inc. 110.47%0.47%0.47%Q4 2014Q4 20141
Wealth Quarterback LLC 110.00%0.00%0.00%Q4 2019Q4 20191
ROMANO BROTHERS AND COMPANY 110.00%0.00%0.00%Q4 2022Q4 20221
WEALTHFRONT Corp 110.00%0.00%0.00%Q2 2015Q2 20151
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
IAMS WEALTH MANAGEMENT, LLC 110.11%0.11%0.11%Q2 2023Q2 20231
Lebenthal Global Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
ARXIS SECURITIES LLC 112.54%2.54%2.54%Q1 2017Q1 20171
True Link Financial Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
PRELUDE CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Squar Milner Financial Services LLC 110.01%0.01%0.01%Q2 2018Q2 20181
WOODWARD DIVERSIFIED CAPITAL, LLC 110.20%0.20%0.20%Q4 2021Q4 20211
WBI INVESTMENTS, LLC 110.04%0.04%0.04%Q2 2017Q2 20171
FEDERATED HERMES, INC. 110.00%0.00%0.00%Q3 2019Q3 20191
GIRARD PARTNERS LTD. 110.01%0.01%0.01%Q3 2018Q3 20181
NBC SECURITIES, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
MARSHALL WACE, LLP 110.00%0.00%0.00%Q2 2023Q2 20231
Total Clarity Wealth Management, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
Sunbelt Securities, Inc. 110.08%0.08%0.08%Q4 2016Q4 20161
Apollon Wealth Management, LLC 110.03%0.03%0.03%Q2 2023Q2 20231
Empowered Funds, LLC 116.05%6.05%6.05%Q3 2021Q3 20211
MASSMUTUAL TRUST CO FSB/ADV 110.00%0.00%0.00%Q1 2020Q1 20201
Headlands Technologies LLC 110.00%0.00%0.00%Q2 2023Q2 20231
BREMER TRUST NATIONAL ASSOCIATION 110.00%0.00%0.00%Q4 2018Q4 20181
Crosspoint Capital Strategies, LLC 110.48%0.48%0.48%Q4 2015Q4 20151
NOMURA HOLDINGS INC 110.00%0.00%0.00%Q2 2013Q2 20131
CT Financial Advisors LLC 110.00%0.00%0.00%Q2 2016Q2 20161
Atria Wealth Solutions, Inc. 110.01%0.01%0.01%Q1 2022Q1 20221
JNBA Financial Advisors 110.00%0.00%0.00%Q3 2016Q3 20161
IronBridge Private Wealth, LLC 114.97%4.97%4.97%Q1 2021Q1 20211
Park Capital Group, Inc. 1132.92%32.92%32.92%Q1 2021Q1 20211
Global Wealth Management Investment Advisory, Inc. 110.01%0.01%0.01%Q3 2019Q3 20191
Sowell Financial Services LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Ausdal Financial Partners, Inc. 110.10%0.10%0.10%Q4 2015Q4 20151
NORTHERN TRUST CORP 110.00%0.00%0.00%Q4 2013Q4 20131
Second Half Financial Partners, LLC 110.28%0.28%0.28%Q2 2023Q2 20231
JUNCTURE WEALTH STRATEGIES, LLC 110.66%0.66%0.66%Q3 2018Q3 20181
DHJJ Financial Advisors, Ltd. 110.00%0.00%0.00%Q3 2023Q3 20231
Executive Wealth Management, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
LIBERTY WEALTH MANAGEMENT LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Allegis Investment Advisors, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
Align Wealth Management, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Nachman Norwood & Parrott, Inc 110.01%0.01%0.01%Q3 2020Q3 20201
Focused Wealth Management, Inc 110.01%0.01%0.01%Q4 2018Q4 20181
FSB PREMIER WEALTH MANAGEMENT, INC. 110.09%0.09%0.09%Q4 2021Q4 20211
TruWealth Advisors, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
CAPITAL GUARDIAN TRUST CO 110.00%0.00%0.00%Q4 2013Q4 20131
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.