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 4010.00%0.00%0.00%Q2 2013Q3 202350
JPMORGAN CHASE & CO 42420.00%0.00%0.00%Q2 2013Q3 202342
LPL Financial LLC 42420.01%0.07%0.32%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.00%0.06%0.21%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.03%0.11%Q2 2013Q3 202342
CITIGROUP INC 42420.00%0.00%0.01%Q2 2013Q3 202342
BENJAMIN F. EDWARDS & COMPANY, INC. 42420.01%0.34%1.37%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.03%0.10%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%0.02%Q2 2013Q3 202342
SignalPoint Asset Management, LLC 42420.12%0.63%1.93%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.00%0.02%0.09%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 21200.00%0.02%0.10%Q2 2013Q3 202341
Raymond James Financial Services Advisors, Inc. 2380.00%0.09%0.54%Q2 2013Q3 202340
Janney Montgomery Scott LLC 29110.01%0.07%0.41%Q3 2013Q3 202340
US BANCORP \DE\ 3810.00%0.00%0.00%Q2 2013Q3 202340
STIFEL FINANCIAL CORP 39390.00%0.03%0.09%Q1 2014Q3 202339
Madden Advisory Services, Inc. 38380.02%0.57%1.28%Q2 2014Q3 202338
Regal Investment Advisors LLC 2410.07%0.30%0.81%Q2 2013Q3 202338
PNC FINANCIAL SERVICES GROUP, INC. 38380.00%0.00%0.00%Q2 2014Q3 202338
UBS Group AG 36360.00%0.02%0.07%Q4 2014Q3 202336
Private Advisor Group, LLC 2110.00%0.03%0.16%Q4 2013Q3 202336
OLD NATIONAL BANCORP /IN/ 23120.01%0.06%0.27%Q2 2014Q2 202335
AMERIPRISE FINANCIAL INC 34340.00%0.01%0.02%Q2 2013Q3 202134
ASSETMARK, INC 3210.00%0.00%0.00%Q4 2014Q3 202333
D.A. DAVIDSON & CO. 2720.00%0.02%0.06%Q2 2013Q3 202333
HighTower Advisors, LLC 33330.00%0.01%0.04%Q3 2015Q3 202333
OPPENHEIMER & CO INC 2670.01%0.04%0.11%Q2 2013Q3 202333
Prospera Financial Services Inc 2010.01%0.25%1.38%Q2 2013Q3 202332
Geneos Wealth Management Inc. 31310.00%0.00%0.01%Q1 2016Q3 202331
IFP Advisors, Inc 17140.01%0.05%0.28%Q4 2015Q3 202331
MCF Advisors LLC 2470.00%0.00%0.00%Q4 2015Q3 202331
StrategIQ Financial Group, LLC 30300.08%0.27%0.98%Q2 2016Q3 202330
First Allied Advisory Services, Inc. 30300.02%0.05%0.09%Q2 2013Q3 202030
Tortoise Investment Management, LLC 29290.00%0.01%0.01%Q4 2012Q4 201929
Baird Financial Group, Inc. 1020.00%0.02%0.08%Q2 2015Q3 202329
Winslow, Evans & Crocker, Inc. 29290.00%0.04%0.12%Q4 2013Q4 202029
Tower Research Capital LLC (TRC) 810.00%0.09%0.51%Q1 2014Q3 202329
GOLDMAN SACHS GROUP INC 910.00%0.00%0.01%Q2 2013Q3 202328
CWM, LLC 1080.00%0.04%0.51%Q3 2015Q3 202328
SIGNATUREFD, LLC 2310.00%0.00%0.02%Q4 2013Q3 202328
NEXT Financial Group, Inc 1460.00%0.02%0.12%Q2 2014Q4 202127
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.04%0.09%Q2 2013Q4 201927
MML INVESTORS SERVICES, LLC 26260.00%0.01%0.06%Q2 2017Q3 202326
Citadel Advisors 610.00%0.00%0.00%Q4 2014Q3 202326
Carroll Financial Associates, Inc. 26260.00%0.02%0.08%Q3 2015Q4 202126
BB&T SECURITIES, LLC 26260.01%0.08%0.22%Q2 2013Q3 201926
Stratos Wealth Partners, LTD. 2220.01%0.03%0.05%Q1 2015Q2 202226
Advisory Services Network, LLC 810.00%0.01%0.03%Q4 2013Q1 202325
Transamerica Financial Advisors, Inc. 1710.00%0.29%1.82%Q4 2014Q3 202325
Hochman Cole Investment Advisors, Inc. 24240.16%0.30%0.64%Q4 2015Q3 202124
Westside Investment Management, Inc. 1510.00%0.00%0.00%Q1 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.01%0.01%Q4 2017Q3 202324
Burt Wealth Advisors 22220.01%0.01%0.02%Q4 2014Q1 202022
JANE STREET GROUP, LLC 810.00%0.01%0.04%Q2 2014Q3 202322
Steward Partners Investment Advisory, LLC 1840.00%0.01%0.01%Q4 2017Q3 202322
LEVEL FOUR ADVISORY SERVICES, LLC 2110.02%0.05%0.13%Q4 2016Q3 202222
Capital Investment Advisory Services, LLC 1430.00%0.04%0.17%Q1 2017Q3 202321
HL FINANCIAL SERVICES LLC 21210.00%0.09%0.18%Q2 2013Q2 201821
FMR LLC 2010.00%0.00%0.00%Q2 2013Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.01%Q3 2018Q3 202321
HOWE & RUSLING INC 2010.00%0.25%0.57%Q1 2014Q3 202321
Cedar Brook Financial Partners, LLC 20200.17%0.30%0.59%Q4 2018Q3 202320
Pensionmark Financial Group, LLC 20200.07%0.10%0.15%Q4 2018Q3 202320
Winch Advisory Services, LLC 20200.00%0.12%2.23%Q4 2018Q3 202320
Dynamic Advisor Solutions LLC 20200.04%0.31%0.60%Q4 2013Q3 201820
Cetera Advisor Networks LLC 1010.00%0.03%0.06%Q4 2014Q3 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
IFC Holdings Incorporated/FL 19190.03%0.25%0.48%Q2 2013Q4 201719
Smart Portfolios, LLC 1722.96%5.25%8.38%Q2 2018Q1 202319
DAVENPORT & Co LLC 1450.00%0.01%0.02%Q2 2013Q3 202319
WESPAC Advisors, LLC 1270.47%2.24%4.29%Q3 2013Q3 202319
Parkside Financial Bank & Trust 1540.00%0.01%0.03%Q4 2015Q4 202019
Aveo Capital Partners, LLC 19190.03%0.33%1.03%Q1 2019Q3 202319
ADVANTAGE INVESTMENT MANAGEMENT, LLC 19190.01%0.64%1.60%Q1 2015Q3 201919
SII INVESTMENTS INC/WI 19190.02%0.30%0.72%Q2 2013Q4 201719
RPg Family Wealth Advisory, LLC 610.02%0.17%0.41%Q2 2016Q3 202319
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 810.00%0.00%0.00%Q4 2013Q3 202319
CREDIT SUISSE AG/ 1260.00%0.00%0.01%Q1 2013Q3 201718
UNITED CAPITAL FINANCIAL ADVISORS, LLC 1210.00%0.08%0.34%Q2 2014Q4 201918
Commonwealth Equity Services, Inc 18180.01%0.03%0.09%Q2 2013Q3 201718
SUNTRUST BANKS INC 1440.00%0.01%0.04%Q2 2013Q3 201918
CENTAURUS FINANCIAL, INC. 1510.02%0.03%0.05%Q2 2018Q2 202318
FIFTH THIRD BANCORP 1610.00%0.00%0.00%Q2 2014Q2 202218
LifePlan Financial Group, Inc 1170.00%0.98%3.62%Q2 2015Q3 202018
NewEdge Advisors, LLC 810.00%0.88%3.28%Q4 2014Q3 202318
BANK OF MONTREAL /CAN/ 1410.00%0.01%0.05%Q4 2014Q3 202318
Founders Capital Management 1110.00%0.00%0.01%Q1 2017Q4 202318
Global Retirement Partners, LLC 1120.00%0.00%0.00%Q4 2016Q3 202317
NAVELLIER & ASSOCIATES INC 410.06%0.61%1.82%Q3 2012Q3 202317
People's United Financial, Inc. 17170.00%0.00%0.00%Q2 2013Q2 201717
American Portfolios Advisors 1430.00%0.01%0.04%Q4 2017Q3 202217
FOUNDERS FINANCIAL SECURITIES LLC 16160.17%0.73%1.15%Q4 2013Q3 201716
NATIONAL PLANNING CORP 1510.02%0.05%0.14%Q2 2013Q3 201716
BELLEVUE ASSET MANAGEMENT, LLC 16160.11%0.69%2.35%Q4 2019Q3 202316
Creative Planning 880.00%0.00%0.00%Q2 2013Q2 201716
Stonebridge Financial Planning Group, LLC 16160.25%0.33%0.48%Q4 2019Q3 202316
Rockefeller Capital Management L.P. 16160.01%0.01%0.01%Q4 2019Q3 202316
STEPHENS INC /AR/ 1420.02%0.07%0.10%Q2 2013Q3 201816
First Horizon Advisors, Inc. 820.00%0.28%1.14%Q3 2013Q3 202316
TRUIST FINANCIAL CORP 16160.00%0.00%0.01%Q4 2019Q3 202316
ATWOOD & PALMER INC 16160.00%0.20%0.29%Q2 2013Q1 201716
Valeo Financial Advisors, LLC 15150.01%0.01%0.02%Q3 2017Q1 202115
Beaumont Financial Partners, LLC 1010.28%1.12%1.99%Q2 2013Q3 201715
Wealthcare Advisory Partners LLC 1110.00%0.01%0.03%Q3 2017Q2 202315
SG Americas Securities, LLC 710.00%0.01%0.02%Q2 2013Q1 201815
PACIFIC SUN FINANCIAL CORP 610.53%0.74%1.27%Q1 2018Q2 202315
STRATEGIC WEALTH MANAGEMENT INC 15152.17%2.84%3.74%Q2 2018Q4 202115
Advisor Group, Inc. 15150.02%0.04%0.09%Q2 2016Q4 201915
Kingsview Wealth Management, LLC 960.01%0.11%0.35%Q1 2017Q3 202315
OSAIC HOLDINGS, INC. 15150.01%0.02%0.03%Q1 2020Q3 202315
Hudock, Inc. 15150.01%0.32%1.32%Q2 2013Q4 201615
COUNTRY TRUST BANK 1410.00%0.00%0.01%Q2 2015Q4 202315
LINCOLN NATIONAL CORP 820.01%0.03%0.06%Q1 2016Q3 202314
WFG Advisors, LP 14140.00%0.07%0.11%Q1 2014Q2 201714
MinichMacGregor Wealth Management, LLC 1220.02%0.34%1.02%Q4 2015Q4 202214
Cetera Investment Advisers 14140.01%0.02%0.04%Q2 2020Q3 202314
J Arnold Wealth Management Co 14140.01%2.31%24.66%Q2 2020Q3 202314
SPC Financial, Inc. 14140.18%0.34%0.57%Q2 2013Q3 201614
MSI Financial Services Inc 1310.13%0.95%1.86%Q2 2013Q4 201614
Larson Financial Group LLC 910.00%0.00%0.00%Q2 2019Q3 202314
First Heartland Consultants, Inc. 1210.01%0.44%1.01%Q2 2013Q1 202214
Horizon Investments, LLC 14140.03%0.07%0.18%Q2 2013Q3 201614
NewSquare Capital LLC 13130.00%2.19%4.57%Q4 2013Q4 201613
HUNTINGTON NATIONAL BANK 1210.00%0.00%0.00%Q2 2017Q1 202313
SFMG, LLC 13130.06%0.08%0.10%Q4 2015Q4 201813
Cetera Advisors LLC 910.00%0.02%0.05%Q2 2015Q3 202213
PRIVATE TRUST CO NA 710.01%0.04%0.11%Q1 2013Q3 201713
Bell Rock Capital LLC 13130.00%0.00%0.01%Q4 2016Q4 201913
Kestra Advisory Services, LLC 13130.01%0.01%0.05%Q3 2020Q3 202313
Astor Investment Management LLC 13130.26%1.95%2.86%Q1 2014Q1 201713
Sigma Planning Corp 1110.01%0.13%0.32%Q4 2014Q2 202213
Founders Financial Alliance, LLC 13130.02%0.02%0.02%Q3 2020Q3 202313
Meridian Wealth Management, LLC 12120.04%0.08%0.11%Q4 2020Q3 202312
OPTIMUM INVESTMENT ADVISORS 1110.00%0.01%0.01%Q1 2015Q3 202012
Risk Paradigm Group, LLC 1020.40%0.87%2.16%Q1 2015Q1 201812
DB Wealth Management Group, LLC 12120.03%0.15%0.25%Q4 2020Q3 202312
VSR Financial Services, Inc. 12120.12%0.27%0.43%Q3 2013Q2 201612
Hoxton Financial, Inc. 12124.37%5.63%9.66%Q2 2013Q1 201612
Moors & Cabot, Inc. 12120.04%0.08%0.12%Q1 2014Q4 201612
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.01%0.02%Q2 2013Q1 201612
ATLAS CAPITAL ADVISORS LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
BNP PARIBAS FINANCIAL MARKETS 12120.00%0.00%0.01%Q1 2015Q4 201712
FIRST FINANCIAL CORP /IN/ 12120.00%0.00%0.01%Q2 2013Q1 201612
Wagner Wealth Management, LLC 840.01%0.01%0.02%Q4 2017Q3 202212
BROWN ADVISORY INC 12120.00%0.00%0.00%Q2 2014Q1 201712
Shamrock Asset Management LLC 410.00%4.64%11.92%Q4 2013Q3 201912
FIRST TRUST ADVISORS LP 11110.08%1.39%2.28%Q1 2014Q3 201611
Jacobi Capital Management LLC 11110.01%0.01%0.03%Q2 2017Q4 201911
Kovack Advisors, Inc. 11110.15%0.32%0.48%Q4 2014Q2 201711
Simplicity Solutions, LLC 520.05%0.34%1.60%Q4 2014Q4 201911
DEUTSCHE BANK AG\ 650.00%0.00%0.00%Q3 2013Q1 201911
Gradient Investments LLC 710.00%0.00%0.00%Q2 2013Q3 202311
GREAT VALLEY ADVISOR GROUP, INC. 11110.02%0.03%0.03%Q1 2021Q3 202311
Spire Wealth Management 11110.04%0.05%0.07%Q1 2021Q3 202311
Moloney Securities Asset Management, LLC 11110.07%0.23%0.34%Q1 2021Q3 202311
BlackRock Inc. 11110.00%0.00%0.00%Q1 2021Q3 202311
ARGI Investment Services, LLC 10100.02%0.67%1.25%Q1 2015Q2 201710
B. Riley Wealth Advisors, Inc. 510.01%0.12%0.18%Q2 2013Q3 201610
PINNACLE FINANCIAL PARTNERS INC 610.00%0.00%0.00%Q1 2018Q1 202110
Rehmann Capital Advisory Group 710.02%0.13%0.32%Q2 2015Q3 202310
Hilltop Holdings Inc. 810.26%0.31%0.36%Q1 2015Q4 201710
RAYMOND JAMES TRUST N.A. 10100.02%0.02%0.02%Q4 2015Q1 201810
Ameritas Investment Company, LLC 640.00%0.06%0.21%Q4 2018Q3 202110
AE Wealth Management LLC 510.00%0.07%0.17%Q4 2016Q3 202310
FLOW TRADERS U.S. LLC 610.00%0.07%0.12%Q4 2016Q3 202310
HARBOUR INVESTMENTS, INC. 640.00%0.11%0.23%Q1 2021Q3 202310
M&T BANK CORP 990.00%0.00%0.00%Q3 2014Q3 20169
MGO ONE SEVEN LLC 610.01%0.03%0.07%Q4 2017Q3 20239
Royal Fund Management, LLC 720.00%0.04%0.06%Q4 2016Q4 20199
Virtu Financial LLC 420.05%0.23%0.68%Q2 2014Q4 20179
Western Wealth Management, LLC 720.02%0.06%0.08%Q1 2021Q3 20239
Koshinski Asset Management, Inc. 630.00%0.14%0.26%Q2 2015Q1 20229
B. Riley Wealth Management, Inc. 990.14%1.31%2.99%Q1 2014Q1 20169
Financial Architects, Inc 610.00%0.00%0.01%Q3 2014Q3 20199
Arkadios Wealth Advisors 810.00%0.01%0.03%Q4 2019Q2 20229
TUCKER ASSET MANAGEMENT LLC 630.00%0.01%0.01%Q4 2020Q1 20239
Mosaic Family Wealth, LLC 990.00%0.01%0.01%Q4 2015Q4 20179
Virtue Capital Management, LLC 420.50%1.28%2.35%Q2 2019Q4 20229
Fulcrum Equity Management 320.12%1.21%2.72%Q2 2020Q3 20239
Qube Research & Technologies Ltd 630.00%0.00%0.01%Q2 2021Q3 20239
Financial Enhancement Group LLC 610.00%0.61%1.54%Q1 2019Q1 20239
Atria Investments, Inc 810.02%0.09%0.14%Q4 2015Q1 20189
FDx Advisors, Inc. 310.01%0.09%0.34%Q2 2013Q3 20178
Advisors Preferred, LLC 310.01%0.07%0.16%Q1 2015Q4 20228
STERNE AGEE GROUP, INC. 880.41%0.57%0.86%Q2 2013Q1 20158
Stephens Consulting, LLC 880.01%0.02%0.02%Q4 2021Q3 20238
Security Financial Services, INC. 880.15%0.17%0.18%Q4 2021Q3 20238
WESPAC Advisors SoCal, LLC 880.13%0.40%0.71%Q4 2015Q3 20178
BAIRD ROBERT W & CO INC /WI/ 880.05%0.07%0.08%Q2 2013Q1 20158
AVIANCE CAPITAL MANAGEMENT, LLC 620.03%0.67%0.93%Q4 2014Q4 20168
MAI Capital Management 880.00%0.01%0.01%Q4 2021Q3 20238
Concorde Asset Management, LLC 510.31%0.43%0.84%Q4 2014Q4 20228
Certified Advisory Corp 710.01%0.05%0.07%Q4 2017Q1 20218
SMITH HAYES Advisers, Inc 880.04%0.18%0.31%Q3 2013Q2 20158
Freedom Investment Management, Inc. 710.02%0.05%0.14%Q1 2015Q1 20198
Virtu KCG Holdings LLC 510.01%0.03%0.08%Q3 2014Q2 20178
Concert Wealth Management Inc. 620.04%0.09%0.13%Q2 2013Q3 20168
WealthPLAN Partners, LLC 210.01%0.10%0.28%Q1 2015Q2 20238
Schrum Private Wealth Management LLC 880.84%1.02%1.11%Q4 2021Q3 20238
Ameritas Advisory Services, LLC 880.01%0.02%0.04%Q4 2021Q3 20238
Riggs Asset Managment Co. Inc. 880.00%2.19%3.87%Q1 2015Q4 20168
MANUFACTURERS LIFE INSURANCE COMPANY, THE 880.00%0.00%0.00%Q4 2015Q3 20178
HAYS ADVISORY LLC 312.22%3.32%4.26%Q2 2013Q3 20168
Capital Asset Advisory Services LLC 610.00%0.00%0.00%Q4 2019Q4 20217
CREATIVE FINANCIAL DESIGNS INC /ADV 430.00%0.01%0.03%Q2 2020Q3 20237
Atria Wealth Solutions, Inc. 770.00%0.02%0.03%Q1 2022Q3 20237
Investors Capital Advisory Services 770.12%0.14%0.18%Q4 2014Q2 20167
KESTRA PRIVATE WEALTH SERVICES, LLC 770.01%0.02%0.04%Q4 2021Q2 20237
Argentus Capital Management, LLC 770.03%0.16%0.27%Q1 2015Q3 20167
Bank of New Hampshire 770.01%0.01%0.01%Q1 2022Q3 20237
Beacon Capital Management, LLC 770.00%0.01%0.01%Q1 2022Q3 20237
Global Wealth Management Investment Advisory, Inc. 770.00%0.00%0.01%Q4 2018Q2 20207
Placemark Investments, Inc. 770.01%0.13%0.30%Q2 2013Q4 20147
WEALTHCARE CAPITAL MANAGEMENT LLC 770.00%0.00%0.01%Q1 2015Q3 20167
IronBridge Private Wealth, LLC 770.00%1.43%5.13%Q4 2020Q2 20227
BBVA USA Bancshares, Inc. 430.01%0.32%0.47%Q2 2013Q1 20157
CAPTRUST FINANCIAL ADVISORS 610.00%0.00%0.00%Q1 2015Q2 20227
Johnson Financial Group, Inc. 770.00%0.00%0.00%Q1 2015Q3 20167
PSI Advisors, LLC 770.08%0.09%0.10%Q1 2022Q3 20237
Integrated Wealth Management 770.01%0.01%0.01%Q1 2015Q3 20167
NEW ENGLAND SECURITIES CORP /MA/ 770.26%0.52%0.82%Q2 2013Q4 20147
Gladstone Institutional Advisory LLC 330.08%0.10%0.13%Q4 2018Q4 20226
UBS AG 660.03%0.04%0.05%Q2 2013Q3 20146
Addison Advisors LLC 510.05%0.06%0.07%Q4 2020Q2 20226
Integrated Wealth Concepts LLC 660.01%0.06%0.10%Q1 2022Q2 20236
Jackson Wealth Management, LLC 660.53%0.67%0.79%Q1 2015Q2 20166
Harel Insurance Investments & Financial Services Ltd. 420.00%0.73%1.40%Q3 2018Q3 20236
Brendel Financial Advisors LLC 660.49%0.94%1.45%Q2 2022Q3 20236
WMG Financial Advisors, LLC 660.28%0.69%1.12%Q2 2022Q3 20236
GLENMEDE TRUST CO NA 660.00%0.00%0.00%Q1 2016Q2 20176
LBA Wealth Management, LLC 660.00%0.00%0.00%Q4 2015Q1 20176
Csenge Advisory Group 660.38%0.43%0.46%Q2 2022Q3 20236
CIBC WORLD MARKET INC. 660.01%0.01%0.01%Q2 2015Q3 20166
Voya Financial Advisors, Inc. 660.06%0.08%0.09%Q2 2015Q3 20166
Advocacy Wealth Management Services, LLC 310.00%0.02%0.07%Q2 2013Q4 20166
Vestmark Advisory Solutions, Inc. 660.03%0.19%0.52%Q2 2022Q3 20236
Lindbrook Capital, LLC 660.00%0.00%0.01%Q4 2018Q1 20206
J.P. Morgan Private Wealth Advisors LLC 420.00%0.00%0.00%Q4 2021Q3 20236
Keel Point, LLC 660.22%1.26%3.15%Q1 2015Q2 20166
MILLENNIUM MANAGEMENT LLC 210.00%0.00%0.01%Q4 2014Q2 20165
Golden State Wealth Management, LLC 310.03%0.04%0.05%Q1 2019Q3 20205
L.M. KOHN & COMPANY 550.17%0.22%0.29%Q1 2022Q1 20235
WealthShield Partners, LLC 550.01%0.01%0.04%Q4 2017Q4 20185
FourThought Financial, LLC 550.00%0.00%0.00%Q3 2021Q3 20225
HBW ADVISORY SERVICES LLC 550.27%1.08%1.33%Q2 2022Q2 20235
Independent Portfolio Consultants, Inc. 210.01%0.01%0.01%Q1 2015Q3 20165
Veritable, L.P. 550.01%0.01%0.01%Q4 2014Q4 20155
Outlook Wealth Advisors, LLC 550.09%0.10%0.10%Q3 2022Q3 20235
WBI INVESTMENTS, LLC 210.01%0.03%0.05%Q3 2014Q3 20175
Foundations Investment Advisors, LLC 410.01%0.10%0.14%Q1 2019Q1 20235
Good Life Advisors, LLC 550.14%0.18%0.22%Q3 2022Q3 20235
AlphaStar Capital Management, LLC 550.08%0.21%0.50%Q1 2019Q1 20205
High Net Worth Advisory Group LLC 550.02%0.02%0.02%Q4 2021Q4 20225
Financial Futures Ltd Liability Co. 552.88%3.54%4.05%Q2 2022Q2 20235
Kesler, Norman & Wride, LLC 550.18%0.19%0.20%Q3 2022Q3 20235
PARAMETRIC PORTFOLIO ASSOCIATES LLC 310.04%0.06%0.09%Q2 2013Q4 20145
Snowden Capital Advisors LLC 550.06%0.07%0.09%Q2 2022Q2 20235
Visionary Asset Management, Inc. 210.21%0.31%0.47%Q1 2015Q3 20165
Gupta Wealth Management LLC 550.00%0.00%0.00%Q1 2015Q1 20165
National Wealth Management Group, LLC 550.33%0.73%1.08%Q1 2022Q1 20235
Beacon Financial Advisory LLC 550.24%0.27%0.32%Q3 2022Q3 20235
Independent Advisor Alliance 440.17%0.38%1.00%Q4 2022Q3 20234
Dorsey Wright & Associates 440.04%0.08%0.18%Q1 2014Q4 20144
Cutler Group LLC / CA 310.00%0.00%0.00%Q1 2016Q4 20194
CABANA LLC 440.20%0.27%0.34%Q1 2019Q4 20194
TWO SIGMA SECURITIES, LLC 310.02%0.20%0.68%Q3 2015Q3 20174
IHT Wealth Management, LLC 310.00%0.01%0.02%Q4 2016Q4 20224
Realta Investment Advisors 220.04%0.04%0.05%Q3 2022Q3 20234
OneAscent Wealth Management LLC 440.19%0.21%0.23%Q4 2022Q3 20234
CoreCap Advisors, LLC 310.01%0.03%0.06%Q4 2021Q4 20224
Bruderman Asset Management, LLC 210.01%0.01%0.01%Q3 2015Q4 20184
Stegent Equity Advisors, Inc. 440.83%1.17%1.62%Q4 2022Q3 20234
PCG Wealth Advisors, LLC 440.46%0.49%0.50%Q4 2022Q3 20234
Gateway Wealth Partners, LLC 440.03%0.04%0.06%Q4 2022Q3 20234
VICUS CAPITAL 440.15%0.17%0.22%Q1 2015Q4 20154
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 310.02%0.03%0.06%Q4 2014Q3 20194
PACIFIC FINANCIAL GROUP INC 441.59%2.08%2.57%Q1 2015Q4 20154
F-Squared Investment Management, LLC 314.68%6.20%8.39%Q4 2013Q4 20144
MONEY CONCEPTS CAPITAL CORP 220.00%0.00%0.00%Q4 2021Q4 20224
Baystate Wealth Management LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Sterling Manor Financial, LLC 221.90%3.44%5.72%Q4 2021Q4 20224
Karp Capital Management Corp 440.01%0.01%0.01%Q4 2014Q3 20154
Coppell Advisory Solutions LLC 210.35%0.92%1.30%Q4 2020Q3 20234
Avestar Capital, LLC 440.90%1.01%1.12%Q2 2022Q1 20234
MARK SHEPTOFF FINANCIAL PLANNING, LLC 440.01%0.01%0.01%Q3 2016Q2 20174
Donald L. Hagan, LLC 440.21%0.31%0.52%Q3 2018Q2 20194
PGIM Custom Harvest LLC 440.03%0.05%0.11%Q4 2022Q3 20234
Wealth Quarterback LLC 220.01%0.01%0.01%Q4 2019Q3 20214
SCOTIA CAPITAL INC. 440.02%0.04%0.08%Q1 2015Q4 20154
TOWER TRUST Co 441.74%1.89%2.08%Q2 2013Q1 20144
Financial Advocates Investment Management 440.02%0.04%0.05%Q4 2017Q3 20184
WOLVERINE TRADING, LLC 310.00%0.01%0.02%Q2 2016Q2 20174
WealthTrust Fairport, LLC 440.06%0.06%0.06%Q4 2015Q3 20164
Strategic Asset Management, LLC 440.01%0.01%0.01%Q4 2021Q3 20224
EATON VANCE MANAGEMENT 440.00%0.00%0.00%Q1 2021Q4 20214
Key Client Fiduciary Advisors, LLC 330.66%0.81%0.89%Q1 2023Q3 20233
City State Bank 330.07%0.07%0.07%Q1 2023Q3 20233
Advisory Alpha, LLC 210.00%0.52%0.80%Q3 2019Q3 20203
MARSHALL WACE, LLP 210.00%0.00%0.00%Q2 2022Q1 20233
Gateway Advisory, LLC 210.09%0.21%0.37%Q1 2015Q4 20153
CEDAR CAPITAL, LLC 330.12%0.12%0.12%Q4 2016Q2 20173
ICA Group Wealth Management, LLC 330.01%0.01%0.01%Q4 2022Q2 20233
Nilsine Partners, LLC 330.17%0.17%0.18%Q1 2023Q3 20233
NORTHWEST WEALTH MANAGEMENT, LLC 330.02%0.03%0.04%Q1 2018Q3 20183
WEDBUSH SECURITIES INC 330.04%0.04%0.05%Q1 2016Q3 20163
Stockman Wealth Management, Inc. 330.13%0.13%0.14%Q3 2016Q1 20173
Belpointe Asset Management LLC 330.05%0.09%0.12%Q3 2022Q1 20233
AVANTAX ADVISORY SERVICES, INC. 330.00%0.00%0.00%Q1 2023Q3 20233
Hanlon Investment Management, Inc. 330.16%0.38%0.50%Q1 2015Q3 20153
Financial Management Professionals, Inc. 331.38%1.45%1.58%Q4 2014Q2 20153
Cedar Mountain Advisors, LLC 330.00%0.00%0.00%Q3 2021Q1 20223
Smith & Howard Wealth Management, LLC 330.01%0.01%0.01%Q2 2013Q4 20133
O'Dell Group, LLC 110.00%0.01%0.01%Q4 2021Q2 20233
BESSEMER GROUP INC 210.00%0.00%0.00%Q3 2015Q1 20233
Claraphi Advisory Network, LLC 330.13%0.20%0.28%Q2 2022Q4 20223
SEI INVESTMENTS CO 330.00%0.00%0.00%Q4 2017Q2 20183
BDO Wealth Advisors, LLC 330.00%0.00%0.00%Q2 2017Q4 20173
Blackhawk Capital Partners LLC. 330.03%0.04%0.04%Q4 2017Q2 20183
Total Clarity Wealth Management, Inc. 210.01%0.08%0.22%Q4 2021Q3 20223
Bensler, LLC 330.06%0.06%0.06%Q1 2023Q3 20233
CX Institutional 110.00%0.02%0.03%Q2 2022Q3 20233
INVESTMENT CENTERS OF AMERICA INC 210.02%0.03%0.04%Q1 2015Q2 20163
COMMUNITY BANK SYSTEM, INC. 330.00%0.00%0.00%Q4 2013Q2 20143
WIN ADVISORS, INC 220.18%0.24%0.30%Q4 2021Q1 20222
Sowell Financial Services LLC 220.00%0.00%0.00%Q3 2019Q4 20192
Ruggie Capital Group 110.00%0.05%0.09%Q1 2017Q4 20182
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 110.00%0.00%0.00%Q2 2015Q4 20152
AXXCESS WEALTH MANAGEMENT, LLC 220.02%0.02%0.02%Q1 2022Q2 20222
First City Capital Management, Inc. 220.01%0.01%0.01%Q4 2015Q1 20162
BLAIR WILLIAM & CO/IL 220.00%0.00%0.00%Q1 2021Q2 20212
GTS SECURITIES LLC 220.00%0.01%0.02%Q2 2023Q3 20232
BARCLAYS PLC 220.00%0.00%0.00%Q2 2021Q3 20212
WealthBridge Capital Management, LLC 220.02%0.02%0.03%Q4 2018Q1 20192
Pinnacle Private Wealth, LLC 220.07%0.08%0.09%Q1 2022Q2 20222
STIFEL NICOLAUS & CO INC \MO\ 220.06%0.06%0.07%Q2 2013Q3 20132
Blueshift Asset Management, LLC 110.04%0.04%0.04%Q1 2022Q3 20222
Mariner, LLC 110.00%0.00%0.00%Q3 2016Q3 20232
WEALTHSOURCE PARTNERS, LLC 220.72%0.97%1.22%Q3 2018Q4 20182
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 220.01%0.01%0.01%Q4 2015Q1 20162
Simply Money Advisors 220.00%0.00%0.00%Q2 2013Q3 20132
Ledyard National Bank 220.00%0.00%0.00%Q3 2016Q4 20162
FLAGSTAR ADVISORS INC 110.00%0.00%0.00%Q3 2021Q3 20222
Select Asset Management & Trust 221.72%2.57%3.42%Q1 2014Q2 20142
Signify Wealth 220.44%1.58%2.72%Q1 2022Q2 20222
GSA CAPITAL PARTNERS LLP 220.02%0.03%0.04%Q2 2023Q3 20232
Traynor Capital Management, Inc. 220.20%0.20%0.20%Q1 2015Q2 20152
Bank of New York Mellon Corp 110.00%0.00%0.00%Q3 2016Q2 20192
Cavalier Investments, LLC 2211.10%11.37%11.65%Q4 2015Q1 20162
Semmax Financial Advisors Inc. 220.00%0.00%0.00%Q4 2018Q1 20192
Bartlett & Co. LLC 220.00%0.00%0.00%Q4 2016Q1 20172
Cyndeo Wealth Partners, LLC 220.04%0.38%0.72%Q4 2022Q1 20232
Bellwether Investment Group, LLC 110.01%0.29%0.56%Q2 2016Q4 20162
FormulaFolio Investments, LLC 220.17%0.18%0.18%Q1 2019Q2 20192
Private Capital Group, LLC 220.00%0.00%0.00%Q3 2018Q4 20182
BENJAMIN EDWARDS INC 220.02%0.02%0.03%Q1 2022Q2 20222
Camarda Financial Advisors, LLC 110.01%0.01%0.01%Q4 2015Q4 20162
Mach-1 Financial Group, LLC 220.08%0.08%0.10%Q2 2023Q3 20232
Cornerstone Wealth Management, LLC 110.42%0.43%0.44%Q3 2022Q1 20232
Empowered Funds, LLC 220.97%1.50%2.03%Q1 2022Q2 20222
REGIONS FINANCIAL CORP 220.00%0.00%0.00%Q4 2017Q1 20182
Financial Gravity Asset Management, Inc. 220.00%0.07%0.13%Q1 2019Q2 20192
MANAGED ACCOUNT ADVISORS LLC 220.00%0.00%0.00%Q1 2015Q2 20152
Private Advisory Group LLC 220.06%0.07%0.07%Q2 2022Q3 20222
Sunbelt Securities, Inc. 110.00%0.04%0.08%Q4 2016Q1 20232
Trust Co 220.00%0.00%0.00%Q1 2015Q2 20152
Legacy Private Trust Co. 220.09%0.09%0.09%Q2 2013Q3 20132
Aris Wealth Services, Inc. 220.02%0.03%0.04%Q2 2015Q3 20152
Quad-Cities Investment Group, LLC 220.04%0.04%0.05%Q2 2018Q3 20182
Apollon Wealth Management, LLC 220.05%0.05%0.05%Q3 2022Q4 20222
Brouwer & Janachowski, LLC 110.03%0.03%0.03%Q1 2014Q1 20141
Monument Capital Management 110.15%0.15%0.15%Q2 2023Q2 20231
Householder Group Estate & Retirement Specialist, LLC 110.39%0.39%0.39%Q2 2022Q2 20221
WASHINGTON TRUST BANK 110.00%0.00%0.00%Q4 2014Q4 20141
OLD MISSION CAPITAL LLC 110.02%0.02%0.02%Q2 2022Q2 20221
Ausdal Financial Partners, Inc. 110.10%0.10%0.10%Q4 2015Q4 20151
CENTRAL TRUST Co 110.00%0.00%0.00%Q1 2015Q1 20151
INVESTMENT PARTNERS, LTD. 110.04%0.04%0.04%Q1 2015Q1 20151
Mutual Advisors, LLC 110.05%0.05%0.05%Q2 2019Q2 20191
NBC SECURITIES, INC. 110.03%0.03%0.03%Q3 2023Q3 20231
SILVER OAK SECURITIES, INCORPORATED 110.08%0.08%0.08%Q1 2022Q1 20221
Alpha Cubed Investments, LLC 110.05%0.05%0.05%Q3 2018Q3 20181
FLAGSHIP HARBOR ADVISORS, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
SYNOVUS FINANCIAL CORP 110.00%0.00%0.00%Q1 2020Q1 20201
First Command Bank 110.01%0.01%0.01%Q4 2016Q4 20161
Exchange Capital Management, Inc. 110.01%0.01%0.01%Q2 2016Q2 20161
CAPITAL GUARDIAN TRUST CO 110.00%0.00%0.00%Q4 2013Q4 20131
Oxler Private Wealth LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Rafferty Asset Management, LLC 110.31%0.31%0.31%Q2 2013Q2 20131
Accel Wealth Management 110.00%0.00%0.00%Q1 2023Q1 20231
Global Trust Asset Management, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
IAMS WEALTH MANAGEMENT, LLC 110.11%0.11%0.11%Q2 2023Q2 20231
Jefferies Group LLC 110.01%0.01%0.01%Q1 2014Q1 20141
BKS ADVISORS, LLC 111.85%1.85%1.85%Q1 2015Q1 20151
DeDora Capital, Inc. 110.01%0.01%0.01%Q1 2022Q1 20221
Sonora Investment Management, LLC 110.03%0.03%0.03%Q1 2016Q1 20161
Fortitude Advisory Group L.L.C. 110.01%0.01%0.01%Q1 2022Q1 20221
Coppell Advisory Solutions Corp. 111.00%1.00%1.00%Q4 2022Q4 20221
ROWLAND CARMICHAEL ADVISORS INC /ADV 110.02%0.02%0.02%Q1 2016Q1 20161
Columbia Asset Management 110.06%0.06%0.06%Q4 2016Q4 20161
TRUST DEPARTMENT MB FINANCIAL BANK N A 110.04%0.04%0.04%Q4 2016Q4 20161
NIEMANN CAPITAL MANAGEMENT INC 1110.46%10.46%10.46%Q2 2014Q2 20141
Impact Partnership Wealth, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Cable Hill Partners, LLC 110.01%0.01%0.01%Q3 2016Q3 20161
Pekin Hardy Strauss, Inc. 110.50%0.50%0.50%Q4 2014Q4 20141
Strategic Blueprint, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
ROMANO BROTHERS AND COMPANY 110.00%0.00%0.00%Q4 2022Q4 20221
WEALTHFRONT Corp 110.00%0.00%0.00%Q2 2015Q2 20151
Laurel Wealth Advisors LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Parallel Advisors, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Onyx Bridge Wealth Group LLC 110.31%0.31%0.31%Q3 2022Q3 20221
Lebenthal Global Advisors, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
BRANDYWINE OAK PRIVATE WEALTH LLC 110.01%0.01%0.01%Q4 2018Q4 20181
ODonnell Financial Services, LLC 1111.20%11.20%11.20%Q2 2022Q2 20221
JNBA Financial Advisors 110.00%0.00%0.00%Q3 2016Q3 20161
Squar Milner Financial Services LLC 110.01%0.01%0.01%Q2 2018Q2 20181
Migdal Insurance & Financial Holdings Ltd. 111.13%1.13%1.13%Q3 2019Q3 20191
GIRARD PARTNERS LTD. 110.00%0.00%0.00%Q3 2018Q3 20181
Anchor Investment Management, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
CMC Financial Group 111.89%1.89%1.89%Q1 2022Q1 20221
Raleigh Capital Management Inc. 110.01%0.01%0.01%Q1 2022Q1 20221
Synergy Asset Management, LLC 111.10%1.10%1.10%Q1 2021Q1 20211
Confluence Wealth Services, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
HHM Wealth Advisors, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Arete Wealth Advisors, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
Claro Advisors LLC 110.00%0.00%0.00%Q4 2018Q4 20181
ARXIS SECURITIES LLC 112.68%2.68%2.68%Q1 2017Q1 20171
CT Financial Advisors LLC 110.00%0.00%0.00%Q2 2016Q2 20161
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
KILEY JUERGENS WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q4 2017Q4 20171
Strategic Capital Alternatives LLC 110.01%0.01%0.01%Q3 2014Q3 20141
Segment Wealth Management, LLC 110.52%0.52%0.52%Q1 2018Q1 20181
NORTHERN TRUST CORP 110.00%0.00%0.00%Q4 2013Q4 20131
MID CONTINENT CAPITAL LLC/IL 110.07%0.07%0.07%Q2 2014Q2 20141
Capital Advisors, Ltd. LLC 110.01%0.01%0.01%Q1 2017Q1 20171
Lion Street Advisors, LLC 110.18%0.18%0.18%Q3 2022Q3 20221
KNIGHT CAPITAL GROUP LLC 110.01%0.01%0.01%Q2 2013Q2 20131
Walleye Trading LLC 110.00%0.00%0.00%Q1 2014Q1 20141
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 110.00%0.00%0.00%Q2 2021Q2 20211
DHJJ Financial Advisors, Ltd. 110.08%0.08%0.08%Q3 2023Q3 20231
Wealth Enhancement & Preservation of GA, LLC 115.46%5.46%5.46%Q2 2022Q2 20221
Measured Wealth Private Client Group, LLC 110.02%0.02%0.02%Q3 2018Q3 20181
SSI INVESTMENT MANAGEMENT LLC 110.33%0.33%0.33%Q4 2015Q4 20151
MPS Loria Financial Planners, LLC 110.02%0.02%0.02%Q2 2017Q2 20171
Nelson Capital Management, LLC 110.01%0.01%0.01%Q2 2014Q2 20141
First Command Financial Services, Inc. 110.01%0.01%0.01%Q4 2016Q4 20161
Eudaimonia Partners, LLC 110.03%0.03%0.03%Q4 2019Q4 20191
CAPITAL ONE, NATIONAL ASSOCIATION 110.38%0.38%0.38%Q4 2019Q4 20191
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q1 2015Q1 20151
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Global Financial Private Capital, Inc 110.12%0.12%0.12%Q1 2017Q1 20171
V Wealth Advisors LLC 110.02%0.02%0.02%Q2 2017Q2 20171
Brookstone Capital Management 110.01%0.01%0.01%Q2 2022Q2 20221
ONE PLUS ONE WEALTH MANAGEMENT, LLC 111.21%1.21%1.21%Q2 2022Q2 20221
BREITER CAPITAL MANAGEMENT INC 111.44%1.44%1.44%Q3 2018Q3 20181
Plante Moran Financial Advisors, LLC 110.05%0.05%0.05%Q4 2016Q4 20161
Darwin Wealth Management, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
HRT FINANCIAL LP 111.78%1.78%1.78%Q2 2016Q2 20161
Ancora Advisors LLC 110.00%0.00%0.00%Q3 2018Q3 20181
NEXT Financial Holdings 110.00%0.00%0.00%Q1 2019Q1 20191
Clear Creek Financial Management, LLC 111.80%1.80%1.80%Q2 2022Q2 20221
Avior Wealth Management, LLC 110.00%0.00%0.00%Q1 2015Q1 20151
SEAVIEW INVESTMENT MANAGERS LLC 111.12%1.12%1.12%Q3 2022Q3 20221
CAPITAL ONE FINANCIAL CORP 110.27%0.27%0.27%Q1 2020Q1 20201
MUFG Americas Holdings Corp 110.00%0.00%0.00%Q3 2015Q3 20151
Crosspoint Capital Strategies, LLC 110.57%0.57%0.57%Q4 2015Q4 20151
Clearwater Capital Advisors, LLC 110.01%0.01%0.01%Q1 2018Q1 20181
CENTRAL BANK & TRUST CO 110.00%0.00%0.00%Q1 2017Q1 20171
Chicago Partners Investment Group LLC 110.28%0.28%0.28%Q4 2015Q4 20151
Almanack Investment Partners, LLC. 110.02%0.02%0.02%Q3 2022Q3 20221
MARINER INDEPENDENT ADVISOR NETWORK, LLC 110.23%0.23%0.23%Q2 2015Q2 20151
Strid Group, LLC 116.85%6.85%6.85%Q4 2015Q4 20151
Harbour Capital Advisors, LLC 110.00%0.00%0.00%Q1 2017Q1 20171
CreativeOne Wealth, LLC 110.37%0.37%0.37%Q2 2019Q2 20191
EWG Elevate Inc. 115.67%5.67%5.67%Q2 2022Q2 20221
Allegis Investment Advisors, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
Aptus Capital Advisors, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Strategic Financial Concepts, LLC 110.08%0.08%0.08%Q1 2023Q1 20231
Kessler Investment Group, LLC 110.38%0.38%0.38%Q2 2013Q2 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.