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%0.01%0.06%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.03%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.01%0.05%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.01%Q2 2013Q3 202342
LPL Financial LLC 42420.00%0.03%0.14%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.00%0.02%0.10%Q2 2013Q3 202342
SignalPoint Asset Management, LLC 30110.05%0.76%3.50%Q2 2013Q3 202341
Janney Montgomery Scott LLC 29110.00%0.02%0.16%Q3 2013Q3 202340
CITIGROUP INC 3410.00%0.00%0.00%Q2 2013Q3 202339
STIFEL FINANCIAL CORP 39390.00%0.01%0.04%Q1 2014Q3 202339
Cambridge Investment Research Advisors, Inc. 38380.00%0.01%0.04%Q2 2014Q3 202338
BENJAMIN F. EDWARDS & COMPANY, INC. 38380.00%0.20%0.82%Q2 2014Q3 202338
Prospera Financial Services Inc 1820.00%0.09%0.42%Q2 2013Q3 202338
UBS Group AG 36360.00%0.01%0.03%Q4 2014Q3 202336
ENVESTNET ASSET MANAGEMENT INC 2210.00%0.01%0.09%Q2 2013Q3 202336
PNC FINANCIAL SERVICES GROUP, INC. 36360.00%0.00%0.00%Q4 2014Q3 202336
Raymond James Financial Services Advisors, Inc. 32320.00%0.05%0.28%Q4 2015Q3 202332
D.A. DAVIDSON & CO. 1760.00%0.03%0.17%Q2 2013Q3 202332
Tower Research Capital LLC (TRC) 1420.00%0.09%0.67%Q3 2014Q2 202332
IFP Advisors, Inc 17140.00%0.03%0.13%Q4 2015Q3 202331
SUSQUEHANNA INTERNATIONAL GROUP, LLP 710.00%0.00%0.03%Q3 2013Q1 202331
Regal Investment Advisors LLC 1810.01%0.19%0.52%Q2 2013Q2 202331
Geneos Wealth Management Inc. 31310.00%0.01%0.12%Q1 2016Q3 202331
GOLDMAN SACHS GROUP INC 1410.00%0.00%0.00%Q1 2012Q3 202331
AMERIPRISE FINANCIAL INC 1910.00%0.00%0.01%Q2 2013Q3 202330
Private Advisor Group, LLC 1510.00%0.02%0.11%Q2 2014Q3 202330
LEVEL FOUR ADVISORY SERVICES, LLC 28280.02%0.07%0.18%Q4 2016Q3 202328
Baird Financial Group, Inc. 1410.00%0.03%0.08%Q1 2016Q3 202327
CWM, LLC 1080.00%0.05%0.53%Q1 2016Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.01%0.03%Q2 2013Q4 201927
Steward Partners Investment Advisory, LLC 1870.00%0.00%0.01%Q1 2017Q3 202325
BB&T SECURITIES, LLC 1780.00%0.03%0.16%Q2 2013Q3 201925
Transamerica Financial Advisors, Inc. 1610.00%0.22%1.68%Q1 2015Q3 202325
Citadel Advisors 510.00%0.00%0.00%Q3 2014Q2 202325
JPMORGAN CHASE & CO 1410.00%0.00%0.00%Q1 2016Q3 202325
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.01%0.04%Q4 2017Q3 202324
IHT Wealth Management, LLC 1330.01%0.16%0.73%Q4 2016Q3 202324
NewSquare Capital LLC 1010.00%0.72%4.12%Q1 2016Q3 202323
NewEdge Advisors, LLC 1410.00%0.18%1.15%Q1 2016Q3 202322
Advisory Services Network, LLC 1210.00%0.06%0.32%Q4 2013Q1 202322
BLAIR WILLIAM & CO/IL 2020.00%0.00%0.00%Q1 2018Q3 202322
Focused Wealth Management, Inc 22220.00%0.12%1.31%Q2 2018Q3 202322
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.01%0.03%Q3 2018Q3 202321
Stratos Wealth Partners, LTD. 1430.00%0.02%0.07%Q2 2016Q3 202321
HighTower Advisors, LLC 1430.00%0.01%0.04%Q4 2016Q3 202321
RPg Family Wealth Advisory, LLC 1020.04%0.19%0.50%Q4 2016Q3 202321
JANE STREET GROUP, LLC 510.00%0.01%0.10%Q3 2014Q1 202320
Capital Investment Advisory Services, LLC 20200.00%0.01%0.08%Q4 2018Q3 202320
B. Riley Wealth Advisors, Inc. 1010.00%0.04%0.10%Q2 2014Q3 202320
Cutler Group LLC / CA 710.00%0.00%0.00%Q4 2015Q3 202319
US BANCORP \DE\ 1010.00%0.00%0.00%Q4 2013Q3 202319
MML INVESTORS SERVICES, LLC 1010.00%0.01%0.02%Q2 2017Q3 202319
Hochman Cole Investment Advisors, Inc. 19190.14%0.50%0.74%Q4 2015Q2 202019
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Cetera Advisors LLC 710.00%0.02%0.05%Q4 2014Q3 202318
First Allied Advisory Services, Inc. 710.00%0.03%0.11%Q2 2014Q3 201918
OPPENHEIMER & CO INC 910.01%0.03%0.06%Q3 2013Q4 202218
NAVELLIER & ASSOCIATES INC 810.01%0.83%3.20%Q3 2012Q3 202317
NEXT Financial Group, Inc 1310.00%0.02%0.07%Q3 2014Q4 202117
Snowden Capital Advisors LLC 810.00%0.05%0.22%Q1 2016Q3 202317
Cetera Advisor Networks LLC 1110.00%0.02%0.05%Q2 2014Q3 202316
FIFTH THIRD BANCORP 910.00%0.00%0.00%Q1 2016Q3 202316
Winslow, Evans & Crocker, Inc. 1510.00%0.01%0.08%Q4 2013Q4 202016
American Portfolios Advisors 1240.00%0.00%0.00%Q4 2017Q3 202216
1776 Wealth LLC 16160.14%0.24%0.52%Q4 2019Q3 202316
ATWOOD & PALMER INC 1150.00%0.07%0.30%Q1 2016Q4 202216
Formidable Asset Management, LLC 16160.00%0.10%0.37%Q3 2013Q2 201716
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 810.00%0.00%0.00%Q1 2014Q3 202315
Global Retirement Partners, LLC 720.00%0.01%0.01%Q1 2018Q3 202315
StoneX Group Inc. 720.02%0.37%0.99%Q3 2016Q3 202315
Advisor Group, Inc. 15150.00%0.03%0.08%Q2 2016Q4 201915
WFG Advisors, LP 15150.00%0.03%0.11%Q4 2013Q2 201715
OSAIC HOLDINGS, INC. 15150.00%0.01%0.03%Q1 2020Q3 202315
Royal Fund Management, LLC 14140.00%0.00%0.01%Q4 2016Q1 202014
Aptus Capital Advisors, LLC 14140.00%0.00%0.00%Q2 2020Q3 202314
Sigma Planning Corp 1130.01%0.07%0.20%Q3 2016Q3 202314
Virtu Financial LLC 610.04%0.13%0.30%Q3 2013Q3 201914
TRUIST FINANCIAL CORP 14140.00%0.01%0.01%Q2 2020Q3 202314
CREATIVE FINANCIAL DESIGNS INC /ADV 820.00%0.03%0.15%Q4 2016Q3 202314
WINTRUST INVESTMENTS LLC 1220.02%0.22%0.36%Q2 2016Q1 202314
tru Independence LLC 1210.00%0.05%0.12%Q4 2019Q3 202314
STEPHENS INC /AR/ 420.00%0.04%0.08%Q2 2014Q4 202214
MSI Financial Services Inc 1310.00%0.19%0.86%Q2 2013Q4 201614
FIRST TRUST ADVISORS LP 410.00%0.89%2.12%Q2 2013Q4 202213
INVESTMENT CENTERS OF AMERICA INC 1120.01%0.05%0.15%Q2 2014Q3 201713
Virtue Capital Management, LLC 940.00%1.15%2.41%Q4 2017Q1 202313
Financial Advocates Investment Management 13130.04%0.08%0.18%Q3 2020Q3 202313
BENJAMIN EDWARDS INC 13130.00%0.04%0.09%Q3 2020Q3 202313
Risk Paradigm Group, LLC 1120.05%0.71%1.24%Q1 2015Q4 201813
MinichMacGregor Wealth Management, LLC 810.00%0.39%1.12%Q1 2016Q4 202213
KESTRA PRIVATE WEALTH SERVICES, LLC 930.01%0.05%0.08%Q3 2020Q3 202312
AE Wealth Management LLC 12120.00%0.02%0.11%Q4 2020Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.01%Q2 2013Q1 201612
Commonwealth Equity Services, Inc 12120.00%0.00%0.01%Q4 2014Q3 201712
TWO SIGMA SECURITIES, LLC 310.00%0.08%0.40%Q3 2015Q2 202312
Independent Advisor Alliance 1110.01%0.06%0.10%Q4 2019Q4 202212
B. Riley Wealth Management, Inc. 930.01%0.61%2.07%Q1 2014Q2 202012
Carroll Financial Associates, Inc. 12120.00%0.00%0.00%Q4 2018Q3 202112
Rehmann Capital Advisory Group 1110.01%0.04%0.05%Q1 2016Q2 201912
CENTAURUS FINANCIAL, INC. 1110.00%0.07%0.12%Q2 2018Q3 202312
Crumly & Associates Inc. 12122.00%3.10%4.04%Q4 2020Q3 202312
Kestra Advisory Services, LLC 12120.00%0.03%0.06%Q4 2020Q3 202312
CAPTRUST FINANCIAL ADVISORS 910.00%0.00%0.01%Q3 2017Q3 202312
MTM Investment Management, LLC 12120.01%0.02%0.02%Q4 2020Q3 202312
Atria Investments, Inc 810.01%0.03%0.08%Q1 2014Q4 201711
Savior LLC 11110.06%3.46%11.23%Q1 2021Q3 202311
Astor Investment Management LLC 520.33%0.89%2.06%Q1 2014Q4 201711
Spire Wealth Management 11110.00%0.01%0.02%Q1 2021Q3 202311
Freedom Investment Management, Inc. 1010.02%0.04%0.09%Q2 2014Q4 202211
Virtu KCG Holdings LLC 510.00%0.02%0.07%Q1 2014Q2 201711
PFG Advisors 11110.02%0.03%0.04%Q1 2021Q3 202311
First Heartland Consultants, Inc. 410.04%0.31%0.83%Q2 2013Q2 202311
Sowell Financial Services LLC 740.00%0.01%0.02%Q3 2019Q3 202311
OneDigital Investment Advisors LLC 11110.02%0.02%0.03%Q1 2021Q3 202311
WEDBUSH SECURITIES INC 510.01%0.03%0.05%Q1 2016Q3 202311
Csenge Advisory Group 11110.06%0.38%0.60%Q1 2021Q3 202311
FMR LLC 810.00%0.00%0.00%Q4 2018Q3 202311
Tradition Wealth Management, LLC 1010.00%0.00%0.00%Q4 2020Q3 202311
Rockefeller Capital Management L.P. 1010.00%0.01%0.02%Q1 2020Q3 202311
SPC Financial, Inc. 510.06%0.21%0.41%Q1 2016Q4 202210
HARBOUR INVESTMENTS, INC. 640.00%0.03%0.08%Q1 2021Q3 202310
SUNTRUST BANKS INC 810.00%0.01%0.03%Q1 2016Q4 201810
HL FINANCIAL SERVICES LLC 510.00%0.04%0.17%Q4 2014Q3 201810
AdvisorNet Financial, Inc 10100.00%0.00%0.00%Q2 2020Q3 202210
Cetera Investment Advisers 910.00%0.03%0.09%Q4 2015Q3 202310
Shamrock Asset Management LLC 430.01%2.17%9.48%Q4 2013Q3 201810
Arkadios Wealth Advisors 430.00%0.03%0.06%Q4 2019Q4 202210
SRS Capital Advisors, Inc. 10100.00%0.00%0.00%Q2 2021Q3 202310
ProVise Management Group, LLC 10100.01%0.02%0.03%Q4 2020Q1 202310
CREDIT SUISSE AG/ 610.00%0.00%0.01%Q3 2013Q2 201610
Beaumont Financial Partners, LLC 510.24%0.90%1.96%Q2 2013Q4 20179
FLAGSHIP HARBOR ADVISORS, LLC 510.00%0.01%0.05%Q2 2018Q3 20229
Qube Research & Technologies Ltd 720.00%0.01%0.02%Q2 2021Q3 20239
Creative Planning 420.00%0.00%0.02%Q3 2014Q2 20179
BELLEVUE ASSET MANAGEMENT, LLC 990.01%0.09%0.39%Q4 2019Q4 20219
SEI INVESTMENTS CO 410.00%0.00%0.00%Q3 2015Q2 20189
WEBSTER BANK, N. A. 720.00%0.00%0.01%Q4 2016Q4 20219
TUCKER ASSET MANAGEMENT LLC 990.00%0.00%0.01%Q3 2021Q3 20239
Secure Asset Management, LLC 720.08%0.41%1.23%Q2 2020Q3 20239
Advisory Alpha, LLC 990.00%0.19%0.51%Q4 2017Q4 20199
MANUFACTURERS LIFE INSURANCE COMPANY, THE 990.00%0.00%0.00%Q2 2016Q2 20189
First Horizon Advisors, Inc. 310.00%0.28%1.24%Q2 2014Q3 20239
WealthShield Partners, LLC 710.00%0.02%0.16%Q4 2017Q1 20219
Global Trust Asset Management, LLC 990.01%0.06%0.17%Q3 2021Q3 20239
DB Wealth Management Group, LLC 630.00%0.07%0.23%Q4 2020Q3 20239
COTTONWOOD CAPITAL ADVISORS, LLC 880.24%0.33%0.38%Q4 2021Q3 20238
Anson Capital, Inc. 880.22%0.55%0.89%Q4 2021Q3 20238
WEALTH EFFECTS LLC 880.05%0.08%0.10%Q4 2021Q3 20238
AVANTAX ADVISORY SERVICES, INC. 880.01%0.02%0.03%Q4 2021Q3 20238
FDx Advisors, Inc. 510.01%0.14%0.34%Q2 2013Q4 20178
Wagner Wealth Management, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
SIGNATUREFD, LLC 620.00%0.00%0.00%Q2 2018Q2 20218
Financial Gravity Asset Management, Inc. 310.00%0.01%0.03%Q1 2018Q2 20238
SAGE PRIVATE WEALTH GROUP, LLC 880.01%0.01%0.01%Q4 2020Q3 20228
MGO ONE SEVEN LLC 410.00%0.04%0.12%Q4 2017Q4 20228
Trinity Wealth Management, LLC 881.21%1.56%1.78%Q4 2021Q3 20238
THRIVENT FINANCIAL FOR LUTHERANS 530.00%0.00%0.00%Q3 2014Q3 20238
Fisher Asset Management, LLC 710.00%0.00%0.00%Q4 2019Q3 20238
PARAMETRIC PORTFOLIO ASSOCIATES LLC 510.00%0.06%0.10%Q2 2013Q1 20228
Gladstone Institutional Advisory LLC 880.01%0.05%0.14%Q4 2021Q3 20238
Quad-Cities Investment Group, LLC 880.19%0.46%0.70%Q1 2018Q4 20198
Financial Enhancement Group LLC 880.00%0.58%0.86%Q1 2021Q4 20228
Kovack Advisors, Inc. 530.02%0.12%0.24%Q3 2016Q4 20228
FOCUS Wealth Advisors, LLC 772.20%2.86%3.42%Q3 2021Q1 20237
Atria Wealth Solutions, Inc. 770.01%0.02%0.04%Q1 2022Q3 20237
Integrated Wealth Management 770.01%0.01%0.01%Q1 2015Q3 20167
Advisors Preferred, LLC 310.00%0.15%0.57%Q4 2013Q2 20217
Madden Advisory Services, Inc. 410.00%0.02%0.05%Q1 2014Q1 20177
O'Dell Group, LLC 510.02%4.32%6.74%Q4 2016Q4 20227
Johnson Financial Group, Inc. 770.00%0.00%0.01%Q1 2015Q3 20167
Placemark Investments, Inc. 770.01%0.10%0.27%Q2 2013Q4 20147
J Arnold Wealth Management Co 410.01%0.04%0.12%Q4 2019Q2 20237
Capital Analysts, LLC 770.00%0.00%0.00%Q2 2021Q4 20227
WHITTIER TRUST CO OF NEVADA INC 770.00%0.00%0.01%Q1 2018Q3 20197
Capital Asset Advisory Services LLC 610.00%0.00%0.00%Q4 2019Q4 20217
Fulcrum Equity Management 410.06%1.18%2.37%Q1 2021Q3 20237
Renaissance Technologies 310.00%0.00%0.00%Q4 2018Q3 20237
MILLENNIUM MANAGEMENT LLC 210.00%0.00%0.01%Q2 2014Q1 20237
Gateway Advisory, LLC 310.04%0.57%1.43%Q1 2017Q4 20227
Moors & Cabot, Inc. 770.01%0.01%0.02%Q1 2022Q3 20237
IFC Holdings Incorporated/FL 520.05%0.11%0.15%Q2 2014Q1 20177
Pinnacle Family Advisors, LLC 610.10%0.24%0.38%Q4 2021Q3 20237
IFG Advisory, LLC 770.02%0.03%0.04%Q4 2021Q2 20237
F-Squared Investment Management, LLC 520.01%6.52%11.68%Q3 2013Q2 20157
Bank of New York Mellon Corp 770.00%0.00%0.00%Q1 2022Q3 20237
Stonebridge Financial Planning Group, LLC 520.00%0.40%0.80%Q3 2021Q3 20237
HOWARD FINANCIAL SERVICES, LTD. 770.04%0.06%0.08%Q1 2021Q3 20227
UNITED CAPITAL FINANCIAL ADVISORS, LLC 610.00%0.02%0.04%Q1 2016Q2 20207
MONEY CONCEPTS CAPITAL CORP 520.00%0.01%0.01%Q4 2020Q4 20227
Founders Capital Management 660.01%0.01%0.01%Q1 2017Q2 20186
Brinker Capital Investments, LLC 420.16%0.17%0.20%Q3 2017Q1 20196
Paragon Private Wealth Management, LLC 660.15%2.31%3.54%Q4 2021Q1 20236
UBS AG 660.01%0.01%0.02%Q2 2013Q3 20146
Chevy Chase Trust Holdings, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Outlook Wealth Advisors, LLC 660.19%0.33%0.54%Q4 2021Q1 20236
TimeScale Financial, Inc. 420.00%0.01%0.02%Q1 2021Q2 20236
Kingsview Wealth Management, LLC 510.01%0.11%0.25%Q1 2018Q2 20206
HFG Advisors, Inc. 660.33%0.69%1.11%Q2 2022Q3 20236
GUARDIAN WEALTH ADVISORS, LLC / NC 660.00%0.00%0.00%Q2 2022Q3 20236
SG Americas Securities, LLC 310.00%0.01%0.04%Q3 2014Q2 20186
Sterling Manor Financial, LLC 310.74%4.19%8.64%Q4 2020Q4 20226
Realta Investment Advisors 330.00%0.06%0.12%Q2 2019Q4 20226
NEW ENGLAND SECURITIES CORP /MA/ 660.00%0.07%0.37%Q3 2013Q4 20146
Capital Directions Investment Advisors, LLC 510.03%0.03%0.03%Q1 2017Q3 20186
WealthBridge Capital Management, LLC 420.02%0.10%0.20%Q4 2018Q1 20236
AVIANCE CAPITAL MANAGEMENT, LLC 310.00%0.02%0.06%Q4 2014Q4 20176
MARINER INDEPENDENT ADVISOR NETWORK, LLC 420.01%0.07%0.10%Q1 2021Q3 20226
PRIVATE TRUST CO NA 660.00%0.01%0.03%Q2 2022Q3 20236
NATIONAL PLANNING CORP 510.01%0.02%0.02%Q4 2014Q1 20176
Total Clarity Wealth Management, Inc. 410.01%0.15%0.37%Q1 2021Q2 20225
NORTHWEST WEALTH MANAGEMENT, LLC 550.01%0.02%0.03%Q1 2018Q1 20195
Integrated Wealth Concepts LLC 550.06%0.10%0.14%Q1 2022Q1 20235
FOUNDERS FINANCIAL SECURITIES LLC 410.06%0.25%0.33%Q1 2016Q2 20205
Kesler, Norman & Wride, LLC 550.17%0.20%0.26%Q3 2022Q3 20235
AlphaStar Capital Management, LLC 550.02%0.04%0.06%Q1 2019Q1 20205
FLOW TRADERS U.S. LLC 110.00%0.02%0.03%Q4 2016Q1 20235
Leelyn Smith, LLC 550.12%0.15%0.16%Q4 2021Q4 20225
D.B. Root & Company, LLC 550.09%0.15%0.19%Q1 2022Q1 20235
Vestmark Advisory Solutions, Inc. 410.02%0.14%0.48%Q2 2022Q3 20235
HRT FINANCIAL LP 110.00%0.19%0.49%Q2 2015Q2 20235
Concentrum Wealth Management 550.83%0.99%1.33%Q4 2021Q4 20225
Brookstone Capital Management 410.00%0.01%0.03%Q2 2015Q3 20225
Financial Partners Group, Inc 550.06%0.07%0.08%Q2 2021Q2 20225
Voya Financial Advisors, Inc. 410.00%0.05%0.07%Q1 2016Q2 20205
CEDAR CAPITAL, LLC 320.10%0.11%0.12%Q4 2016Q2 20185
TSFG, LLC 550.01%0.04%0.10%Q3 2022Q3 20235
Westside Investment Management, Inc. 550.00%0.00%0.00%Q2 2022Q2 20235
WCG Wealth Advisors LLC 440.07%0.73%1.27%Q2 2022Q1 20235
HOWE & RUSLING INC 550.00%0.00%0.00%Q1 2014Q1 20155
Andesa Financial Management Inc. 550.23%0.59%1.23%Q1 2022Q1 20235
Hudock, Inc. 410.00%0.15%0.47%Q1 2016Q3 20215
CoreCap Advisors, LLC 550.04%0.07%0.11%Q4 2021Q4 20225
Horizon Investments, LLC 410.01%0.04%0.06%Q1 2016Q2 20205
Good Life Advisors, LLC 550.94%1.36%1.58%Q1 2022Q1 20235
Claraphi Advisory Network, LLC 410.16%0.25%0.46%Q2 2020Q4 20225
CIBC WORLD MARKET INC. 210.00%0.00%0.00%Q1 2017Q1 20225
INSIGNEO ADVISORY SERVICES, LLC 440.07%0.08%0.09%Q4 2022Q3 20234
Newbridge Financial Services Group, Inc. 440.00%0.01%0.01%Q2 2022Q1 20234
Bartlett & Co. LLC 310.00%0.00%0.00%Q2 2014Q1 20164
TriaGen Wealth Management LLC 440.50%0.67%1.05%Q1 2022Q4 20224
Davis Investment Partners, LLC 440.12%0.15%0.19%Q4 2022Q3 20234
DEUTSCHE BANK AG\ 110.00%0.00%0.00%Q4 2014Q2 20214
Private Advisory Group LLC 210.07%0.11%0.15%Q1 2021Q4 20224
S.C. Financial Services, Inc. 310.24%0.31%0.39%Q4 2021Q4 20224
TRUSTCORE FINANCIAL SERVICES, LLC 440.00%0.00%0.00%Q4 2021Q3 20224
Clarus Wealth Advisors 440.04%0.05%0.08%Q2 2018Q1 20194
BANK OF MONTREAL /CAN/ 210.00%0.00%0.00%Q3 2014Q4 20164
Prosperity Financial Group, Inc. 440.21%3.77%9.33%Q4 2022Q3 20234
IMA Wealth, Inc. 440.99%1.09%1.18%Q4 2014Q3 20154
Coppell Advisory Solutions LLC 440.10%0.35%0.68%Q4 2022Q3 20234
RiverTree Advisors, LLC 440.67%1.14%1.68%Q3 2022Q2 20234
Certified Advisory Corp 310.00%0.04%0.05%Q2 2019Q3 20234
CENTRAL TRUST Co 440.00%0.00%0.00%Q4 2014Q3 20154
Jaffetilchin Investment Partners, LLC 440.02%0.04%0.05%Q3 2022Q2 20234
McKinley Carter Wealth Services, Inc. 441.08%1.32%1.52%Q4 2014Q3 20154
BAROMETER CAPITAL MANAGEMENT INC. 210.07%0.28%0.51%Q3 2018Q3 20224
FSB PREMIER WEALTH MANAGEMENT, INC. 210.03%0.08%0.10%Q4 2021Q2 20234
Accel Wealth Management 310.01%0.01%0.03%Q1 2022Q1 20234
IAMS WEALTH MANAGEMENT, LLC 440.26%0.47%1.00%Q4 2022Q3 20234
PCG Wealth Advisors, LLC 441.39%1.60%2.03%Q4 2022Q3 20234
Global Financial Private Capital, Inc 440.02%0.04%0.07%Q1 2017Q4 20174
Marks Wealth, LLC 210.04%0.15%0.38%Q1 2021Q2 20224
DAVENPORT & Co LLC 440.00%0.00%0.00%Q3 2022Q2 20234
Cyndeo Wealth Partners, LLC 440.02%0.23%0.85%Q4 2022Q3 20234
Financial Architects, Inc 440.00%0.01%0.02%Q2 2016Q1 20174
CHOREO, LLC 440.47%0.53%0.56%Q2 2016Q1 20174
Onyx Bridge Wealth Group LLC 440.12%0.31%0.51%Q2 2022Q1 20234
Apollon Wealth Management, LLC 310.01%0.04%0.06%Q3 2022Q3 20234
Cedar Brook Financial Partners, LLC 440.06%0.16%0.21%Q4 2018Q3 20194
Parkside Financial Bank & Trust 440.02%0.02%0.02%Q1 2016Q4 20164
WealthTrust Fairport, LLC 440.06%0.06%0.06%Q1 2016Q4 20164
Gateway Wealth Partners, LLC 440.10%0.13%0.16%Q4 2022Q3 20234
Baker Avenue Asset Management, LP 440.06%0.35%0.66%Q4 2014Q3 20154
Wealthcare Advisory Partners LLC 210.00%0.02%0.04%Q2 2018Q4 20224
VitalStone Financial, LLC 210.01%0.07%0.21%Q4 2022Q3 20233
Ballew Advisors, Inc 330.01%0.01%0.02%Q1 2018Q3 20183
Timber Hill LLC 330.00%0.00%0.00%Q3 2013Q1 20143
Argentus Capital Management, LLC 330.06%0.16%0.24%Q1 2016Q3 20163
Sound Income Strategies, LLC 210.00%0.00%0.00%Q4 2022Q3 20233
Flaharty Asset Management, LLC 331.57%1.71%1.95%Q1 2017Q3 20173
Mariner, LLC 210.00%0.01%0.01%Q4 2022Q3 20233
Joel Isaacson & Co., LLC 210.00%0.03%0.05%Q4 2012Q1 20153
Pinnacle Private Wealth, LLC 330.26%0.30%0.37%Q4 2021Q2 20223
VSR Financial Services, Inc. 210.09%0.17%0.32%Q2 2014Q2 20163
SevenBridge Financial Group, LLC 330.02%0.02%0.02%Q2 2016Q4 20163
TAP Consulting, LLC 330.54%0.58%0.65%Q1 2023Q3 20233
Bullseye Investment Management, LLC 330.27%0.33%0.41%Q3 2022Q1 20233
Koshinski Asset Management, Inc. 330.00%0.00%0.00%Q3 2021Q1 20223
Sunbelt Securities, Inc. 330.01%0.03%0.04%Q1 2023Q3 20233
Lloyd Advisory Services, LLC. 330.00%0.00%0.00%Q3 2021Q1 20223
Penserra Capital Management LLC 110.00%0.10%0.31%Q2 2018Q3 20233
StrategIQ Financial Group, LLC 330.02%0.06%0.08%Q3 2019Q1 20203
ASSOCIATED BANC-CORP 330.00%0.00%0.00%Q1 2020Q3 20203
WOLVERINE TRADING, LLC 210.00%0.01%0.02%Q2 2016Q1 20173
AXXCESS WEALTH MANAGEMENT, LLC 330.01%0.02%0.03%Q4 2021Q2 20223
Orion Portfolio Solutions, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
AMJ Financial Wealth Management 330.13%0.18%0.20%Q1 2021Q3 20213
Donald L. Hagan, LLC 210.14%0.17%0.23%Q3 2018Q2 20193
Hirtle Callaghan & Co LLC 210.00%0.00%0.00%Q4 2017Q1 20193
Blackhawk Capital Partners LLC. 330.21%0.24%0.27%Q1 2023Q3 20233
Avior Wealth Management, LLC 330.00%0.01%0.02%Q1 2023Q3 20233
Apeiron RIA LLC 330.07%0.07%0.07%Q1 2023Q3 20233
WMG Financial Advisors, LLC 330.57%0.67%0.77%Q2 2022Q4 20223
Kessler Investment Group, LLC 330.00%0.01%0.01%Q2 2013Q4 20133
Simplicity Solutions, LLC 210.00%0.16%0.25%Q2 2015Q4 20203
MANAGED ACCOUNT ADVISORS LLC 220.00%0.00%0.00%Q1 2015Q2 20152
Merriman Wealth Management, LLC 220.37%0.48%0.59%Q4 2017Q1 20182
CALTON & ASSOCIATES, INC. 110.00%0.04%0.07%Q4 2017Q1 20232
WealthPLAN Partners, LLC 220.01%0.01%0.01%Q1 2023Q2 20232
Visionary Wealth Advisors 220.07%0.13%0.19%Q4 2022Q1 20232
COMERICA SECURITIES INC 220.26%0.28%0.29%Q2 2014Q3 20142
Fortis Advisors, LLC 220.14%0.16%0.18%Q4 2016Q1 20172
Claro Advisors LLC 110.02%0.06%0.09%Q4 2018Q2 20202
OneAscent Financial Services LLC 220.07%0.09%0.11%Q4 2022Q1 20232
Avestar Capital, LLC 220.68%0.73%0.77%Q2 2023Q3 20232
Plante Moran Financial Advisors, LLC 110.00%0.03%0.06%Q4 2016Q3 20172
WEALTHSOURCE PARTNERS, LLC 110.07%0.26%0.46%Q4 2017Q2 20182
BREITER CAPITAL MANAGEMENT INC 221.54%1.60%1.66%Q2 2018Q3 20182
HAYS ADVISORY LLC 112.58%2.75%2.93%Q3 2014Q1 20172
Stegent Equity Advisors, Inc. 220.29%0.41%0.54%Q4 2022Q1 20232
Walkner Condon Financial Advisors LLC 220.06%0.06%0.06%Q4 2022Q1 20232
SIGNET FINANCIAL MANAGEMENT, LLC 220.01%0.01%0.01%Q1 2018Q2 20182
Lindbrook Capital, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
MERCER GLOBAL ADVISORS INC /ADV 220.00%0.00%0.00%Q2 2023Q3 20232
Mutual Advisors, LLC 220.04%0.06%0.08%Q1 2022Q2 20222
Mach-1 Financial Group, LLC 220.08%0.11%0.13%Q2 2023Q3 20232
WADE G W & INC 220.03%0.03%0.03%Q3 2016Q4 20162
Camarda Financial Advisors, LLC 110.01%0.01%0.01%Q4 2016Q2 20192
Holloway Wealth Management, LLC 220.04%0.04%0.04%Q4 2021Q1 20222
Foundations Investment Advisors, LLC 220.01%0.01%0.01%Q2 2022Q3 20222
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
RAYMOND JAMES TRUST N.A. 220.00%0.00%0.00%Q3 2020Q4 20202
ASSETMARK, INC 220.00%0.00%0.00%Q2 2023Q3 20232
Cornerstone Wealth Management, LLC 110.02%0.02%0.02%Q3 2018Q2 20202
WESPAC Advisors, LLC 221.97%2.08%2.20%Q2 2014Q3 20142
Spot Trading L.L.C 110.00%0.00%0.00%Q1 2016Q1 20162
Bellwether Investment Group, LLC 110.43%0.48%0.52%Q2 2016Q4 20162
Ameritas Investment Company, LLC 220.00%0.01%0.02%Q4 2018Q1 20192
Private Capital Group, LLC 220.00%0.00%0.00%Q3 2018Q4 20182
Vantage Investment Advisors, LLC 220.00%0.00%0.00%Q2 2018Q3 20182
Premia Global Advisors, LLC 110.00%0.55%1.11%Q2 2018Q1 20192
Financial Management Professionals, Inc. 220.02%0.76%1.49%Q2 2021Q3 20212
Coppell Advisory Solutions Corp. 220.10%0.21%0.31%Q4 2022Q1 20232
Crewe Advisors LLC 220.00%0.00%0.00%Q1 2019Q2 20192
Merit Financial Group, LLC 220.05%0.05%0.06%Q3 2022Q4 20222
Cypress Wealth Services, LLC 220.12%0.14%0.16%Q1 2020Q2 20202
BNP PARIBAS FINANCIAL MARKETS 220.00%0.00%0.00%Q2 2023Q3 20232
Trexquant Investment LP 220.01%0.01%0.02%Q2 2023Q3 20232
Stanford Investment Group, Inc. 220.12%0.12%0.13%Q1 2015Q2 20152
Harvest Investment Services, LLC 220.08%0.16%0.24%Q4 2021Q1 20222
BARCLAYS PLC 220.00%0.00%0.00%Q2 2021Q3 20212
Independent Portfolio Consultants, Inc. 110.01%0.02%0.02%Q3 2014Q1 20172
Insight Advisors, LLC/ PA 220.05%0.05%0.05%Q3 2021Q4 20212
IronBridge Private Wealth, LLC 110.03%0.91%1.79%Q4 2021Q3 20232
SYNOVUS FINANCIAL CORP 220.00%0.00%0.00%Q2 2013Q3 20132
Synergy Asset Management, LLC 110.86%0.98%1.10%Q1 2021Q3 20212
Truepoint, Inc. 220.01%0.01%0.01%Q2 2023Q3 20232
Financial Gravity Companies, Inc. 110.00%0.00%0.00%Q1 2018Q4 20182
Concorde Asset Management, LLC 220.28%0.31%0.35%Q2 2015Q3 20152
Main Management LLC 221.24%1.38%1.53%Q2 2015Q3 20152
Larson Financial Group LLC 110.00%0.00%0.00%Q1 2020Q4 20202
Doyle Wealth Management 110.00%0.00%0.00%Q4 2018Q2 20192
Lee Financial Co 110.00%0.00%0.00%Q3 2018Q3 20232
STIFEL NICOLAUS & CO INC \MO\ 220.05%0.05%0.05%Q2 2013Q3 20132
VERUS CAPITAL PARTNERS, LLC 220.00%0.01%0.01%Q4 2019Q1 20202
KNIGHT CAPITAL GROUP LLC 110.02%0.02%0.02%Q2 2013Q2 20131
CMC Financial Group 111.60%1.60%1.60%Q1 2021Q1 20211
Anchor Investment Management, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
AlphaMark Advisors, LLC 110.03%0.03%0.03%Q4 2022Q4 20221
Winch Advisory Services, LLC 111.48%1.48%1.48%Q1 2019Q1 20191
Kraft, Davis & Associates, LLC 110.13%0.13%0.13%Q4 2022Q4 20221
Verition Fund Management LLC 110.03%0.03%0.03%Q1 2016Q1 20161
SIMPLEX TRADING, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Redhawk Wealth Advisors, Inc. 112.15%2.15%2.15%Q2 2021Q2 20211
NWAM LLC 110.54%0.54%0.54%Q2 2018Q2 20181
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 110.80%0.80%0.80%Q2 2023Q2 20231
Chessman Wealth Strategies RIA 110.02%0.02%0.02%Q3 2018Q3 20181
Gradient Investments LLC 110.00%0.00%0.00%Q2 2017Q2 20171
Jefferies Group LLC 110.01%0.01%0.01%Q3 2014Q3 20141
Burt Wealth Advisors 110.00%0.00%0.00%Q4 2014Q4 20141
Ruggie Capital Group 110.23%0.23%0.23%Q4 2014Q4 20141
NORTHSTAR WEALTH PARTNERS LLC 110.28%0.28%0.28%Q2 2018Q2 20181
Global Assets Advisory, LLC 110.36%0.36%0.36%Q3 2023Q3 20231
TRUST CO OF OKLAHOMA 110.08%0.08%0.08%Q4 2022Q4 20221
Venture Visionary Partners LLC 110.01%0.01%0.01%Q2 2022Q2 20221
HBW ADVISORY SERVICES LLC 110.05%0.05%0.05%Q3 2023Q3 20231
U.S. Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Barber Financial Group, Inc. 110.10%0.10%0.10%Q3 2018Q3 20181
COLONY GROUP LLC 110.12%0.12%0.12%Q4 2018Q4 20181
MBM Wealth Consultants, LLC 110.74%0.74%0.74%Q4 2018Q4 20181
Alpine Global Management, LLC 110.08%0.08%0.08%Q1 2016Q1 20161
Empirical Asset Management, LLC 110.24%0.24%0.24%Q4 2021Q4 20211
ABLE Financial Group, LLC 110.10%0.10%0.10%Q1 2023Q1 20231
BREMER TRUST NATIONAL ASSOCIATION 110.00%0.00%0.00%Q4 2018Q4 20181
Monument Capital Management 110.17%0.17%0.17%Q3 2023Q3 20231
Advocacy Wealth Management Services, LLC 110.00%0.00%0.00%Q4 2016Q4 20161
Harel Insurance Investments & Financial Services Ltd. 110.01%0.01%0.01%Q4 2016Q4 20161
NBC SECURITIES, INC. 110.11%0.11%0.11%Q3 2023Q3 20231
Crosspoint Capital Strategies, LLC 110.51%0.51%0.51%Q4 2015Q4 20151
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Banco BTG Pactual S.A. 110.10%0.10%0.10%Q2 2022Q2 20221
PARK AVENUE SECURITIES LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Impact Partnership Wealth, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
WEALTHFRONT Corp 110.00%0.00%0.00%Q1 2015Q1 20151
Advisor Resource Council 110.55%0.55%0.55%Q3 2022Q3 20221
Ergawealth Advisors, Inc. 110.26%0.26%0.26%Q4 2022Q4 20221
Eudaimonia Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Epic Trust Investment Advisors, LLC 110.76%0.76%0.76%Q3 2022Q3 20221
True Link Financial Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Portfolio Solutions, LLC 110.00%0.00%0.00%Q1 2017Q1 20171
Prosperity Wealth Management, Inc. 110.22%0.22%0.22%Q4 2022Q4 20221
Meridian Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
M&T BANK CORP 110.00%0.00%0.00%Q2 2016Q2 20161
Concert Wealth Management Inc. 110.03%0.03%0.03%Q2 2016Q2 20161
WASHINGTON TRUST Co 110.00%0.00%0.00%Q2 2018Q2 20181
CT Financial Advisors LLC 110.00%0.00%0.00%Q2 2016Q2 20161
CHIRON CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
OLD MISSION CAPITAL LLC 110.06%0.06%0.06%Q2 2022Q2 20221
Waterloo Capital, L.P. 110.09%0.09%0.09%Q3 2023Q3 20231
GLENMEDE TRUST CO NA 110.00%0.00%0.00%Q4 2015Q4 20151
Envestnet Portfolio Solutions, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
CX Institutional 110.01%0.01%0.01%Q2 2023Q2 20231
AMERICAN NATIONAL BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Strategic Capital Alternatives LLC 110.00%0.00%0.00%Q3 2014Q3 20141
Segment Wealth Management, LLC 110.07%0.07%0.07%Q4 2016Q4 20161
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q2 2015Q2 20151
BARNES PETTEY FINANCIAL ADVISORS, LLC 110.18%0.18%0.18%Q4 2021Q4 20211
Colonial River Wealth Management, LLC 110.08%0.08%0.08%Q4 2021Q4 20211
RKL Wealth Management LLC 110.14%0.14%0.14%Q1 2017Q1 20171
Garden State Investment Advisory Services LLC 110.12%0.12%0.12%Q4 2022Q4 20221
LexAurum Advisors, LLC 111.09%1.09%1.09%Q4 2017Q4 20171
WEALTHCARE CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q1 2015Q1 20151
L.M. KOHN & COMPANY 110.14%0.14%0.14%Q3 2023Q3 20231
Triumph Capital Management 110.48%0.48%0.48%Q3 2023Q3 20231
McIlrath & Eck, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Owen LaRue, LLC 110.91%0.91%0.91%Q3 2023Q3 20231
Visionary Asset Management, Inc. 110.21%0.21%0.21%Q3 2014Q3 20141
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.05%0.05%0.05%Q3 2018Q3 20181
Harbour Capital Advisors, LLC 110.01%0.01%0.01%Q1 2017Q1 20171
NewEdge Wealth, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
DHJJ Financial Advisors, Ltd. 110.01%0.01%0.01%Q3 2023Q3 20231
Arete Wealth Advisors, LLC 111.04%1.04%1.04%Q2 2018Q2 20181
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.