FIRST TR EXCHANGE TRADED FD shareholder history

Current and past FIRST TR EXCHANGE TRADED FD shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
BANK OF AMERICA CORP /DE/ 42420.00%0.01%0.02%Q2 2013Q3 202346
RAYMOND JAMES & ASSOCIATES 42420.01%0.03%0.08%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.00%0.02%Q2 2013Q3 202342
LPL Financial LLC 42420.02%0.07%0.13%Q2 2013Q3 202342
MORGAN STANLEY 42420.01%0.03%0.05%Q2 2013Q3 202342
D.A. DAVIDSON & CO. 42420.02%0.05%0.17%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.01%0.01%Q2 2013Q3 202342
FIRST FINANCIAL CORP /IN/ 42420.08%0.16%0.30%Q2 2013Q3 202342
SignalPoint Asset Management, LLC 42420.25%0.79%2.38%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.01%0.03%0.05%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.00%0.02%0.10%Q2 2013Q3 202342
CITIGROUP INC 42420.00%0.00%0.00%Q2 2013Q3 202342
OPPENHEIMER & CO INC 42420.01%0.04%0.08%Q2 2013Q3 202342
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1310.00%0.00%0.00%Q2 2013Q3 202341
Cambridge Investment Research Advisors, Inc. 41410.01%0.03%0.09%Q3 2013Q3 202341
BENJAMIN F. EDWARDS & COMPANY, INC. 40400.03%0.18%0.70%Q4 2013Q3 202340
Janney Montgomery Scott LLC 29110.02%0.06%0.12%Q3 2013Q3 202340
US BANCORP \DE\ 40400.00%0.00%0.01%Q4 2013Q3 202340
JPMORGAN CHASE & CO 3130.00%0.00%0.00%Q2 2013Q3 202339
PNC FINANCIAL SERVICES GROUP, INC. 3810.00%0.00%0.00%Q2 2013Q3 202339
STIFEL FINANCIAL CORP 39390.00%0.02%0.05%Q1 2014Q3 202339
HOWE & RUSLING INC 3430.00%0.26%0.56%Q2 2013Q3 202237
Regal Investment Advisors LLC 1510.04%0.26%0.70%Q2 2013Q3 202337
Private Advisor Group, LLC 37370.00%0.02%0.06%Q3 2014Q3 202337
Bartlett & Co. LLC 2270.00%0.00%0.00%Q2 2014Q4 202337
UBS Group AG 36360.01%0.02%0.04%Q4 2014Q3 202336
GOLDMAN SACHS GROUP INC 1610.00%0.00%0.01%Q2 2012Q2 202336
Raymond James Financial Services Advisors, Inc. 3410.01%0.08%0.14%Q2 2013Q3 202335
Prospera Financial Services Inc 1210.05%0.25%0.48%Q2 2013Q3 202335
STEPHENS INC /AR/ 2310.01%0.02%0.10%Q2 2013Q3 202335
HighTower Advisors, LLC 2950.00%0.02%0.07%Q2 2013Q3 202334
Tower Research Capital LLC (TRC) 1010.00%0.09%0.36%Q4 2013Q3 202334
B. Riley Wealth Advisors, Inc. 1710.01%0.11%0.37%Q2 2013Q3 202334
Cetera Advisors LLC 21120.01%0.04%0.07%Q4 2014Q3 202333
UNITED CAPITAL FINANCIAL ADVISORS, LLC 33330.00%0.03%0.10%Q1 2015Q1 202333
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2810.00%0.00%0.00%Q4 2013Q3 202333
Cetera Advisor Networks LLC 32320.01%0.04%0.12%Q4 2015Q3 202332
Baird Financial Group, Inc. 2840.00%0.01%0.04%Q2 2015Q3 202332
Cetera Investment Advisers 32320.01%0.06%0.17%Q4 2015Q3 202332
Geneos Wealth Management Inc. 31310.00%0.01%0.04%Q1 2016Q3 202331
IFP Advisors, Inc 17140.00%0.04%0.14%Q4 2015Q3 202331
CREDIT SUISSE AG/ 1410.00%0.00%0.02%Q2 2013Q3 202330
Clearwater Capital Advisors, LLC 30300.05%0.73%2.38%Q2 2016Q3 202330
Creative Planning 1120.00%0.00%0.01%Q2 2013Q3 202330
NAVELLIER & ASSOCIATES INC 610.01%1.10%4.34%Q3 2012Q3 202329
Tortoise Investment Management, LLC 29290.00%0.00%0.00%Q4 2012Q4 201929
LEVEL FOUR ADVISORY SERVICES, LLC 28280.02%0.10%0.22%Q4 2016Q3 202328
AlphaMark Advisors, LLC 28280.00%0.01%0.01%Q4 2016Q3 202328
First Heartland Consultants, Inc. 2430.06%0.28%0.83%Q2 2013Q4 202027
Koshinski Asset Management, Inc. 1620.06%0.12%0.21%Q3 2016Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.01%0.06%Q2 2013Q4 201927
Advisory Services Network, LLC 1310.00%0.07%0.76%Q4 2013Q1 202327
MML INVESTORS SERVICES, LLC 26260.02%0.07%0.24%Q2 2017Q3 202326
Jacobi Capital Management LLC 26260.10%0.16%0.24%Q2 2017Q3 202326
BB&T SECURITIES, LLC 26260.01%0.07%0.21%Q2 2013Q3 201926
Stratos Wealth Partners, LTD. 15110.01%0.02%0.06%Q3 2016Q3 202326
Sigma Planning Corp 15110.01%0.05%0.13%Q4 2016Q3 202326
Global Retirement Partners, LLC 1970.00%0.00%0.02%Q1 2017Q3 202326
Allworth Financial LP 25250.00%0.00%0.00%Q1 2017Q1 202325
Steward Partners Investment Advisory, LLC 1870.00%0.01%0.07%Q1 2017Q3 202325
Hochman Cole Investment Advisors, Inc. 24240.18%2.96%4.30%Q4 2015Q3 202124
Westside Investment Management, Inc. 1510.00%0.00%0.01%Q1 2017Q3 202324
Ballew Advisors, Inc 24240.95%1.42%2.29%Q4 2017Q3 202324
Citadel Advisors 710.00%0.00%0.01%Q4 2014Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.01%0.02%0.06%Q4 2017Q3 202324
RPg Family Wealth Advisory, LLC 940.01%0.18%0.31%Q4 2016Q3 202324
First Allied Advisory Services, Inc. 24240.01%0.05%0.14%Q1 2014Q4 201924
LexAurum Advisors, LLC 24240.08%0.20%0.58%Q4 2017Q3 202324
JANE STREET GROUP, LLC 810.00%0.00%0.01%Q2 2014Q3 202324
OLD NATIONAL BANCORP /IN/ 23230.01%0.09%0.36%Q2 2014Q4 201923
WHITTIER TRUST CO 23230.00%0.00%0.00%Q1 2018Q3 202323
BANK OF MONTREAL /CAN/ 1310.00%0.00%0.00%Q3 2014Q3 202323
WINTRUST INVESTMENTS LLC 1390.02%0.22%1.27%Q2 2016Q1 202322
SUNTRUST BANKS INC 1840.00%0.02%0.06%Q1 2014Q3 201922
HL FINANCIAL SERVICES LLC 22220.01%0.02%0.04%Q4 2013Q1 201922
Certified Advisory Corp 11110.16%0.35%0.84%Q4 2017Q3 202322
MGO ONE SEVEN LLC 2020.02%0.16%0.44%Q4 2017Q3 202322
Vishria Bird Financial Group, LLC 22220.30%0.77%6.06%Q2 2018Q3 202322
IHT Wealth Management, LLC 1420.01%0.17%0.74%Q4 2016Q1 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.04%0.10%Q3 2018Q3 202321
FMR LLC 21210.00%0.00%0.00%Q3 2018Q3 202321
BLAIR WILLIAM & CO/IL 1830.00%0.00%0.00%Q1 2018Q3 202321
CWM, LLC 1210.00%0.00%0.02%Q2 2016Q3 202321
SeaCrest Wealth Management, LLC 1290.03%0.04%0.06%Q4 2017Q3 202321
Financial Enhancement Group LLC 21210.00%0.72%1.68%Q4 2017Q4 202221
WEALTHSOURCE PARTNERS, LLC 1510.02%0.07%0.32%Q1 2016Q3 202320
American Portfolios Advisors 20200.00%0.01%0.02%Q4 2017Q3 202220
Capital Investment Advisory Services, LLC 20200.01%0.01%0.01%Q4 2018Q3 202320
Cedar Brook Financial Partners, LLC 19190.08%0.11%0.14%Q1 2019Q3 202319
Beaumont Financial Partners, LLC 1090.12%0.91%1.99%Q2 2013Q3 201819
Western Wealth Management, LLC 1180.08%0.16%0.25%Q4 2018Q3 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
NEXT Financial Group, Inc 1410.00%0.02%0.08%Q2 2014Q4 202119
Pensionmark Financial Group, LLC 1450.07%0.11%0.14%Q4 2018Q3 202319
First Horizon Advisors, Inc. 810.00%0.06%0.77%Q4 2015Q1 202319
DEUTSCHE BANK AG\ 840.00%0.00%0.00%Q3 2013Q1 202118
Financial Architects, Inc 18180.00%0.01%0.01%Q1 2016Q2 202018
PARAMETRIC PORTFOLIO ASSOCIATES LLC 1170.00%0.03%0.10%Q2 2013Q4 201718
Commonwealth Equity Services, Inc 18180.01%0.01%0.02%Q2 2013Q3 201718
WEDBUSH SECURITIES INC 990.01%0.04%0.07%Q3 2014Q2 202318
WFG Advisors, LP 17170.00%0.05%0.14%Q2 2013Q2 201717
RFG Advisory, LLC 980.02%0.14%0.56%Q1 2018Q3 202217
TFG Advisers LLC 1250.10%0.15%0.30%Q4 2018Q3 202317
TRUIST FINANCIAL CORP 16160.01%0.02%0.03%Q4 2019Q3 202316
Winslow, Evans & Crocker, Inc. 1510.00%0.02%0.08%Q4 2013Q4 202016
FIFTH THIRD BANCORP 710.00%0.00%0.00%Q1 2016Q3 202216
Quad-Cities Investment Group, LLC 1060.12%0.29%0.66%Q1 2018Q4 202216
Wagner Wealth Management, LLC 1240.42%0.91%2.41%Q4 2017Q3 202316
ATWOOD & PALMER INC 16160.01%0.07%0.30%Q3 2019Q2 202316
THRIVENT FINANCIAL FOR LUTHERANS 1330.00%0.00%0.00%Q3 2014Q2 202016
Rockefeller Capital Management L.P. 16160.01%0.01%0.03%Q4 2019Q3 202316
MARINER INDEPENDENT ADVISOR NETWORK, LLC 610.04%0.16%0.28%Q4 2016Q1 202216
BELLEVUE ASSET MANAGEMENT, LLC 16160.11%1.07%1.97%Q4 2019Q3 202316
OSAIC HOLDINGS, INC. 15150.01%0.02%0.06%Q1 2020Q3 202315
Arkadios Wealth Advisors 15150.03%0.14%0.56%Q4 2019Q2 202315
M&T BANK CORP 1010.00%0.00%0.00%Q3 2014Q3 201915
Global Trust Asset Management, LLC 1210.00%0.09%0.29%Q4 2017Q3 202315
Renaissance Technologies 910.00%0.00%0.00%Q4 2017Q4 202215
IFC Holdings Incorporated/FL 15150.02%0.10%0.31%Q2 2014Q4 201715
Advisor Group, Inc. 15150.03%0.10%0.24%Q2 2016Q4 201915
Eudaimonia Partners, LLC 870.04%0.07%0.17%Q4 2019Q3 202315
PACIFIC SUN FINANCIAL CORP 610.66%0.82%0.99%Q1 2018Q2 202315
Aptus Capital Advisors, LLC 1410.00%0.00%0.00%Q4 2019Q3 202315
SG Americas Securities, LLC 710.00%0.01%0.03%Q3 2013Q4 201815
Equitable Holdings, Inc. 1230.01%0.01%0.01%Q4 2019Q3 202315
FDx Advisors, Inc. 770.01%0.09%0.35%Q2 2013Q2 201814
Cornerstone Wealth Management, LLC 720.02%0.13%0.25%Q2 2018Q3 202214
Stonebridge Financial Planning Group, LLC 14140.10%0.16%0.35%Q4 2019Q1 202314
OneDigital Investment Advisors LLC 14140.02%0.03%0.06%Q2 2020Q3 202314
Atria Investments, Inc 610.02%0.06%0.16%Q1 2014Q2 202214
BENJAMIN EDWARDS INC 1220.01%0.16%0.36%Q1 2020Q3 202314
MSI Financial Services Inc 1310.01%0.02%0.12%Q2 2013Q4 201614
Kingsview Wealth Management, LLC 620.01%0.04%0.10%Q2 2018Q3 202314
Gradient Investments LLC 610.00%0.00%0.01%Q2 2013Q3 202314
Royal Fund Management, LLC 14140.00%0.05%0.28%Q4 2016Q1 202014
Avior Wealth Management, LLC 940.00%0.01%0.01%Q2 2016Q3 202313
Timber Hill LLC 940.00%0.01%0.02%Q3 2014Q4 201713
Hexagon Capital Partners LLC 13130.00%0.01%0.01%Q3 2020Q3 202313
Aveo Capital Partners, LLC 940.05%0.33%0.76%Q1 2019Q4 202213
Savior LLC 1120.15%2.43%4.27%Q4 2019Q3 202313
Key FInancial Inc 1210.00%0.00%0.00%Q1 2020Q3 202313
Risk Paradigm Group, LLC 1010.42%0.83%2.13%Q1 2015Q4 201813
Sargent Investment Group, LLC 1210.06%0.07%0.09%Q4 2019Q3 202313
Shamrock Asset Management LLC 810.00%2.31%10.06%Q4 2013Q3 201813
Kestra Advisory Services, LLC 13130.01%0.06%0.13%Q3 2020Q3 202313
Founders Financial Alliance, LLC 13130.03%0.05%0.10%Q3 2020Q3 202313
COMERICA SECURITIES INC 820.04%0.12%0.33%Q1 2014Q4 201813
DB Wealth Management Group, LLC 12120.23%0.96%1.41%Q4 2020Q3 202312
Wealthcare Advisory Partners LLC 1010.00%0.01%0.04%Q4 2017Q1 202312
KESTRA PRIVATE WEALTH SERVICES, LLC 12120.01%0.06%0.31%Q4 2020Q3 202312
NewSquare Capital LLC 1020.00%0.50%3.05%Q3 2017Q2 202312
Institute for Wealth Management, LLC. 1110.06%0.14%0.18%Q2 2017Q2 202012
Crumly & Associates Inc. 1111.38%2.80%6.11%Q4 2019Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.01%0.02%Q2 2013Q1 201612
MCF Advisors LLC 750.00%0.00%0.00%Q3 2020Q3 202312
Ruggie Capital Group 12120.08%0.58%3.28%Q1 2017Q4 201912
GREAT VALLEY ADVISOR GROUP, INC. 1110.04%0.14%0.22%Q2 2020Q3 202312
TWO SIGMA SECURITIES, LLC 310.00%0.14%0.59%Q3 2015Q3 202312
Kesler, Norman & Wride, LLC 12120.13%0.20%0.30%Q4 2020Q3 202312
MTM Investment Management, LLC 12120.08%0.09%0.11%Q4 2020Q3 202312
FLOW TRADERS U.S. LLC 720.00%0.05%0.23%Q2 2020Q3 202312
COMERICA BANK 910.00%0.00%0.00%Q4 2017Q3 202312
LIBERTY WEALTH MANAGEMENT LLC 12120.01%0.02%0.03%Q4 2018Q3 202112
Laidlaw Wealth Management LLC 11110.04%0.07%0.11%Q4 2020Q2 202311
Spire Wealth Management 11110.03%0.05%0.08%Q1 2021Q3 202311
Brinker Capital Investments, LLC 650.14%0.37%0.49%Q2 2016Q2 202111
WASHINGTON TRUST Co 11110.00%0.00%0.00%Q1 2021Q3 202311
TRUEWEALTH LLC 11110.01%0.01%0.02%Q4 2017Q2 202011
LINCOLN NATIONAL CORP 620.01%0.03%0.05%Q1 2016Q3 202311
Astor Investment Management LLC 11110.38%4.18%6.04%Q1 2014Q3 201611
Laurel Wealth Advisors, Inc. 11110.05%0.08%0.12%Q1 2017Q3 201911
FIFTH THIRD SECURITIES, INC. 11110.11%0.36%1.02%Q3 2018Q1 202111
AlphaStar Capital Management, LLC 830.02%0.26%0.60%Q1 2018Q1 202211
INVESTMENT CENTERS OF AMERICA INC 11110.02%0.07%0.13%Q1 2015Q3 201711
Addison Advisors LLC 1010.02%0.03%0.04%Q4 2020Q3 202311
Southland Equity Partners LLC 11110.15%0.38%0.58%Q1 2021Q3 202311
NATIONAL PLANNING CORP 1010.01%0.05%0.16%Q4 2014Q3 201711
Formidable Asset Management, LLC 11110.02%0.03%0.03%Q3 2013Q1 201611
Virtu KCG Holdings LLC 510.01%0.02%0.06%Q3 2013Q2 201710
HARBOUR INVESTMENTS, INC. 640.02%0.06%0.11%Q1 2021Q3 202310
Transamerica Financial Advisors, Inc. 410.00%0.36%1.82%Q3 2013Q3 202310
Fortress Wealth Group, LLC 10100.16%0.35%0.72%Q2 2021Q3 202310
Simplicity Solutions, LLC 820.03%0.36%1.60%Q4 2014Q1 201910
Purus Wealth Management, LLC 10100.14%0.22%0.27%Q2 2021Q3 202310
ACG Wealth 910.04%0.15%0.27%Q2 2017Q4 201910
NewEdge Advisors, LLC 610.00%0.06%0.30%Q3 2019Q3 202310
Moloney Securities Asset Management, LLC 510.04%0.06%0.10%Q1 2018Q1 202210
RAYMOND JAMES TRUST N.A. 410.01%0.01%0.02%Q4 2016Q3 202310
Argent Trust Co 10100.02%0.03%0.03%Q2 2021Q3 202310
FLAGSHIP HARBOR ADVISORS, LLC 10100.00%0.00%0.02%Q2 2018Q3 202010
Moors & Cabot, Inc. 10100.04%0.07%0.09%Q3 2018Q4 202010
Fulcrum Equity Management 610.30%1.71%3.34%Q4 2019Q3 202310
BALDWIN BROTHERS LLC/MA 10100.01%0.01%0.02%Q1 2018Q2 202010
TrueWealth Advisors, LLC 10100.18%1.30%1.91%Q2 2021Q3 202310
TRUSTCORE FINANCIAL SERVICES, LLC 990.00%0.00%0.00%Q1 2018Q1 20209
B. Riley Wealth Management, Inc. 990.29%1.37%2.10%Q1 2014Q1 20169
MANUFACTURERS LIFE INSURANCE COMPANY, THE 990.00%0.00%0.00%Q2 2016Q2 20189
Cutter & CO Brokerage, Inc. 990.08%0.20%0.26%Q3 2021Q3 20239
Financial Advocates Investment Management 720.01%0.05%0.13%Q3 2019Q3 20239
Eukles Asset Management 990.00%0.41%0.98%Q4 2018Q4 20209
J.W. COLE ADVISORS, INC. 810.02%0.02%0.03%Q3 2020Q3 20239
FIRST TRUST ADVISORS LP 720.00%0.23%1.02%Q2 2013Q4 20199
Destiny Wealth Partners, LLC 990.03%0.04%0.05%Q4 2020Q4 20229
Independent Advisor Alliance 410.00%0.20%1.02%Q1 2017Q3 20239
PFG Advisors 630.02%0.03%0.05%Q1 2021Q3 20239
Genesee Capital Advisors, LLC 720.06%1.94%2.95%Q4 2018Q1 20239
EPG Wealth Management LLC 510.00%0.01%0.01%Q1 2020Q3 20239
Kovack Advisors, Inc. 310.03%0.10%0.18%Q3 2016Q4 20219
AE Wealth Management LLC 510.00%0.03%0.08%Q1 2018Q3 20239
CAPTRUST FINANCIAL ADVISORS 610.00%0.00%0.01%Q2 2018Q2 20229
Sowell Financial Services LLC 720.00%0.03%0.09%Q4 2018Q1 20219
Secure Asset Management, LLC 810.28%0.69%1.81%Q4 2019Q3 20239
Ameritas Investment Company, LLC 610.02%0.05%0.11%Q4 2018Q3 20219
Virtue Capital Management, LLC 440.70%0.89%1.04%Q4 2017Q4 20218
Concorde Asset Management, LLC 880.27%0.44%0.77%Q4 2014Q3 20168
Larson Financial Group LLC 510.00%0.00%0.01%Q3 2019Q3 20238
Argentus Capital Management, LLC 620.01%0.05%0.11%Q3 2014Q3 20168
SII INVESTMENTS INC/WI 880.03%0.05%0.08%Q4 2015Q3 20178
HORIZON BANCORP INC /IN/ 440.06%0.18%0.24%Q4 2019Q3 20238
MAI Capital Management 880.01%0.02%0.07%Q4 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.01%Q4 2021Q3 20238
Total Clarity Wealth Management, Inc. 610.03%0.21%0.44%Q4 2019Q4 20228
WealthPLAN Partners, LLC 210.00%0.05%0.30%Q1 2015Q2 20238
Mutual Advisors, LLC 610.01%0.03%0.05%Q2 2019Q4 20228
Paragon Private Wealth Management, LLC 880.44%0.97%1.33%Q4 2021Q3 20238
Realta Investment Advisors 530.00%0.05%0.10%Q2 2019Q3 20238
BAIRD ROBERT W & CO INC /WI/ 880.01%0.01%0.01%Q2 2013Q1 20158
BBVA USA Bancshares, Inc. 880.30%0.35%0.38%Q2 2013Q1 20158
SAGE PRIVATE WEALTH GROUP, LLC 880.01%0.01%0.02%Q4 2020Q3 20228
LBA Wealth Management, LLC 880.00%0.00%0.00%Q3 2014Q2 20168
Outlook Wealth Advisors, LLC 880.12%0.23%0.39%Q4 2021Q3 20238
Capital Wealth Alliance, LLC 880.25%0.30%0.35%Q1 2021Q4 20228
Security Financial Services, INC. 880.09%0.10%0.12%Q4 2021Q3 20238
Ameritas Advisory Services, LLC 880.03%0.04%0.07%Q4 2021Q3 20238
Schrum Private Wealth Management LLC 881.08%1.18%1.29%Q4 2021Q3 20238
Accel Wealth Management 880.01%0.02%0.03%Q2 2021Q1 20238
Johnson Financial Group, Inc. 710.00%0.00%0.00%Q1 2015Q4 20188
IFG Advisory, LLC 520.02%0.03%0.05%Q3 2019Q1 20237
GABLES CAPITAL MANAGEMENT INC. 770.01%0.01%0.01%Q4 2021Q2 20237
Gladstone Institutional Advisory LLC 610.05%0.18%0.38%Q2 2021Q1 20237
Qube Research & Technologies Ltd 510.00%0.00%0.01%Q1 2020Q4 20227
Venture Visionary Partners LLC 610.02%0.06%0.10%Q1 2021Q4 20227
NEW ENGLAND SECURITIES CORP /MA/ 770.00%0.01%0.01%Q2 2013Q4 20147
Freedom Investment Management, Inc. 770.02%0.04%0.05%Q1 2015Q3 20167
AVIANCE CAPITAL MANAGEMENT, LLC 520.06%0.33%0.58%Q4 2014Q3 20167
Choice Wealth Advisors, LLC 520.72%1.08%1.46%Q4 2021Q3 20237
Clarus Wealth Advisors 770.01%0.13%0.27%Q2 2018Q4 20197
Placemark Investments, Inc. 770.07%0.18%0.29%Q2 2013Q4 20147
Sound Income Strategies, LLC 610.00%0.00%0.02%Q3 2018Q1 20217
HARVEST GROUP WEALTH MANAGEMENT, LLC 770.00%0.64%1.08%Q4 2017Q2 20197
CREATIVE FINANCIAL DESIGNS INC /ADV 520.00%0.00%0.00%Q3 2019Q1 20237
IronBridge Private Wealth, LLC 510.00%1.06%5.27%Q4 2020Q3 20237
Bogart Wealth, LLC 770.00%0.01%0.03%Q4 2018Q2 20207
F-Squared Investment Management, LLC 613.76%7.00%11.83%Q3 2013Q2 20157
Capital Asset Advisory Services LLC 610.00%0.00%0.01%Q4 2019Q4 20217
Integrated Wealth Concepts LLC 770.01%0.01%0.02%Q1 2022Q3 20237
MUFG Americas Holdings Corp 770.00%0.00%0.00%Q1 2020Q3 20217
Sequoia Wealth Management, LLC 610.25%0.61%0.81%Q4 2017Q3 20197
CENTAURUS FINANCIAL, INC. 310.01%0.02%0.03%Q2 2018Q1 20237
Key Client Fiduciary Advisors, LLC 771.07%1.74%2.24%Q4 2021Q2 20237
REGIONS FINANCIAL CORP 510.00%0.00%0.00%Q4 2014Q2 20236
UBS AG 660.01%0.02%0.03%Q2 2013Q3 20146
Advisory Alpha, LLC 660.00%1.20%1.79%Q4 2017Q1 20196
Beacon Pointe Advisors, LLC 660.01%0.01%0.02%Q4 2020Q1 20226
Concentrum Wealth Management 661.19%1.44%1.67%Q4 2021Q1 20236
D.B. Root & Company, LLC 310.08%0.38%0.67%Q4 2017Q1 20226
Private Advisory Group LLC 510.07%0.13%0.16%Q1 2021Q1 20236
GUARDIAN WEALTH ADVISORS, LLC / NC 660.00%0.00%0.00%Q2 2022Q3 20236
WMG Financial Advisors, LLC 660.18%0.68%1.13%Q4 2021Q1 20236
StoneX Group Inc. 420.08%0.13%0.24%Q3 2019Q4 20216
IMA Wealth, Inc. 660.84%1.31%1.45%Q4 2015Q1 20176
Comprehensive Financial Consultants Institutional, Inc. 660.14%0.15%0.16%Q4 2021Q1 20236
CreativeOne Wealth, LLC 510.02%0.09%0.39%Q2 2019Q3 20236
Nachman Norwood & Parrott, Inc 510.01%0.04%0.05%Q4 2018Q3 20206
HAYS ADVISORY LLC 411.03%1.84%3.88%Q2 2013Q2 20186
Madden Advisory Services, Inc. 310.01%0.02%0.02%Q2 2014Q1 20176
CEDAR CAPITAL, LLC 410.10%0.12%0.13%Q3 2016Q3 20186
Flaharty Asset Management, LLC 660.31%0.42%0.54%Q4 2021Q1 20236
PRIVATE TRUST CO NA 660.02%0.03%0.05%Q2 2022Q3 20236
CoreCap Advisors, LLC 550.04%0.11%0.27%Q4 2021Q4 20225
Worth Asset Management, LLC 550.01%0.01%0.01%Q2 2022Q2 20235
Rehmann Capital Advisory Group 320.00%0.01%0.01%Q1 2018Q2 20195
GPS Wealth Strategies Group, LLC 320.00%0.02%0.09%Q1 2022Q3 20235
Holistic Financial Partners 550.16%0.95%2.10%Q1 2021Q1 20225
High Net Worth Advisory Group LLC 550.02%0.02%0.02%Q4 2021Q4 20225
LVZ, Inc. 320.13%1.27%3.00%Q4 2013Q3 20185
O'Dell Group, LLC 210.02%2.90%4.49%Q3 2019Q2 20235
Foresight Wealth Management, LLC 550.14%0.22%0.35%Q4 2018Q4 20195
NORTHWEST WEALTH MANAGEMENT, LLC 550.01%0.01%0.01%Q1 2018Q1 20195
SIGNATUREFD, LLC 410.00%0.00%0.00%Q1 2018Q1 20225
Belpointe Asset Management LLC 210.01%0.02%0.05%Q3 2018Q1 20235
Sunbelt Securities, Inc. 310.00%0.09%0.42%Q1 2015Q3 20235
Beacon Pointe Wealth Advisors, LLC 550.07%0.08%0.11%Q4 2018Q4 20195
Golden State Wealth Management, LLC 310.03%0.10%0.15%Q1 2019Q3 20205
ADVISOR PARTNERS LLC 550.04%0.05%0.06%Q4 2017Q4 20185
Smart Portfolios, LLC 552.30%3.96%5.71%Q3 2016Q3 20175
CX Institutional 310.01%0.06%0.13%Q3 2018Q3 20235
FormulaFolio Investments, LLC 550.47%0.58%0.67%Q4 2017Q4 20185
Patriot Financial Group Insurance Agency, LLC 550.04%0.06%0.09%Q1 2017Q1 20185
PCG Wealth Advisors, LLC 550.13%0.58%0.87%Q4 2021Q4 20225
IBEX WEALTH ADVISORS 410.10%0.24%0.57%Q2 2021Q4 20225
Dorsey Wright & Associates 410.03%0.13%0.39%Q1 2014Q3 20195
Harel Insurance Investments & Financial Services Ltd. 550.01%0.01%0.02%Q4 2016Q4 20175
MONEY CONCEPTS CAPITAL CORP 210.00%0.01%0.02%Q4 2020Q4 20225
Advisors Preferred, LLC 210.05%0.12%0.18%Q4 2013Q2 20185
BDO Wealth Advisors, LLC 220.00%0.00%0.00%Q2 2017Q2 20234
HF Advisory Group, LLC 440.41%0.57%0.78%Q4 2022Q3 20234
Privium Fund Management (UK) Ltd 440.90%1.21%1.36%Q4 2022Q3 20234
AVANTAX ADVISORY SERVICES, INC. 440.00%0.00%0.00%Q4 2022Q3 20234
Heritage Wealth Advisors 440.01%0.01%0.01%Q1 2019Q4 20194
1 NORTH WEALTH SERVICES LLC 220.00%0.00%0.00%Q4 2018Q4 20194
Financial Freedom, LLC 440.21%0.24%0.26%Q4 2022Q3 20234
Coppell Advisory Solutions LLC 440.00%0.36%1.27%Q4 2022Q3 20234
DAYMARK WEALTH PARTNERS, LLC 440.07%0.13%0.22%Q4 2022Q3 20234
Leelyn Smith, LLC 210.12%0.13%0.16%Q2 2021Q1 20234
WealthShield Partners, LLC 310.00%0.08%0.24%Q4 2017Q1 20194
Onyx Bridge Wealth Group LLC 440.09%0.19%0.40%Q2 2022Q1 20234
Farther Finance Advisors, LLC 440.02%0.03%0.05%Q4 2022Q3 20234
Live Oak Investment Partners 440.02%0.02%0.02%Q4 2022Q3 20234
Virtu Financial LLC 110.01%0.44%0.77%Q4 2014Q3 20174
SYNOVUS FINANCIAL CORP 220.00%0.00%0.01%Q2 2013Q1 20204
Lineweaver Wealth Advisors, LLC 440.08%0.09%0.10%Q2 2021Q1 20224
Newbridge Financial Services Group, Inc. 440.00%0.00%0.00%Q4 2022Q3 20234
Stratos Wealth Advisors, LLC 440.29%0.54%0.74%Q4 2018Q3 20194
SECURITY NATIONAL TRUST CO 440.01%0.01%0.01%Q4 2019Q3 20204
Cavalier Investments, LLC 310.16%4.36%16.95%Q3 2015Q3 20174
Apeiron RIA LLC 310.10%0.10%0.10%Q4 2021Q3 20234
PARK AVENUE SECURITIES LLC 310.00%0.01%0.01%Q2 2022Q3 20234
TOWER TRUST Co 442.73%2.84%2.95%Q2 2013Q1 20144
SEARCY FINANCIAL SERVICES INC /ADV 444.52%5.99%8.40%Q2 2021Q1 20224
HM PAYSON & CO 440.00%0.00%0.00%Q2 2020Q1 20214
CLEAR INVESTMENT RESEARCH, LLC 440.04%0.06%0.07%Q1 2021Q4 20214
First Command Financial Services, Inc. 310.00%0.00%0.00%Q3 2017Q4 20214
HUNTINGTON NATIONAL BANK 310.00%0.00%0.00%Q4 2017Q2 20224
J.P. Morgan Private Wealth Advisors LLC 440.00%0.00%0.00%Q3 2022Q2 20234
BREITER CAPITAL MANAGEMENT INC 311.20%1.25%1.36%Q1 2018Q1 20194
TUCKER ASSET MANAGEMENT LLC 210.00%0.01%0.01%Q1 2021Q1 20234
Waterfront Wealth Inc. 440.11%0.14%0.16%Q2 2021Q1 20224
National Wealth Management Group, LLC 310.24%0.51%0.86%Q4 2021Q4 20224
STRATEGIC WEALTH MANAGEMENT INC 443.37%4.75%6.66%Q4 2016Q3 20174
Snowden Capital Advisors LLC 310.00%0.00%0.01%Q2 2019Q4 20214
Nelson Capital Management, LLC 330.00%0.00%0.00%Q2 2014Q4 20143
BNP PARIBAS FINANCIAL MARKETS 210.00%0.00%0.00%Q4 2021Q3 20233
GIRARD SECURITIES, INC. 330.29%0.32%0.35%Q1 2017Q3 20173
Gateway Advisory, LLC 331.13%1.51%1.72%Q2 2019Q4 20193
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 210.00%0.00%0.00%Q2 2021Q3 20233
COMERICA SECURITIES,INC. 330.03%0.05%0.09%Q1 2019Q3 20193
Well Done, LLC 210.04%0.06%0.08%Q4 2017Q4 20183
Allegis Investment Advisors, LLC 210.00%0.26%0.66%Q4 2015Q1 20173
MinichMacGregor Wealth Management, LLC 210.00%0.72%1.11%Q3 2019Q4 20223
Madrona Financial Services, LLC 332.38%2.61%2.95%Q2 2019Q4 20193
COMMUNITY BANK SYSTEM, INC. 330.00%0.00%0.00%Q4 2013Q2 20143
BlackRock Inc. 210.00%0.00%0.00%Q2 2016Q1 20233
BKS ADVISORS, LLC 330.11%0.13%0.14%Q4 2015Q2 20163
Summit Financial Wealth Advisors, LLC 330.07%0.09%0.13%Q4 2014Q2 20153
BROWN BROTHERS HARRIMAN & CO 330.00%0.00%0.00%Q3 2021Q1 20223
WealthBridge Capital Management, LLC 210.04%0.05%0.08%Q4 2018Q1 20233
Liberty Capital Management, Inc. 330.00%0.00%0.00%Q2 2017Q4 20173
SIGNET FINANCIAL MANAGEMENT, LLC 330.00%0.00%0.00%Q1 2018Q3 20183
Hirtle Callaghan & Co LLC 210.00%0.00%0.00%Q4 2017Q1 20193
SevenBridge Financial Group, LLC 330.02%0.02%0.02%Q2 2016Q4 20163
Harvest Investment Services, LLC 330.08%0.09%0.09%Q2 2021Q4 20213
Blackhawk Capital Partners LLC. 330.01%0.01%0.01%Q4 2017Q2 20183
HRT FINANCIAL LP 110.01%0.19%0.55%Q3 2015Q1 20233
Claraphi Advisory Network, LLC 330.00%0.19%0.29%Q3 2019Q1 20203
Andesa Financial Management Inc. 210.11%0.12%0.13%Q1 2022Q4 20223
Arete Wealth Advisors, LLC 110.03%0.27%0.62%Q2 2015Q2 20213
Glassman Wealth Services 330.01%0.07%0.10%Q2 2018Q4 20183
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 210.60%0.97%1.35%Q2 2022Q1 20233
FIRST INTERSTATE BANK 210.00%0.00%0.01%Q2 2017Q4 20193
Donald L. Hagan, LLC 110.26%0.40%0.59%Q2 2018Q2 20193
SFI Advisors, LLC 333.84%3.99%4.15%Q1 2023Q3 20233
Polaris Wealth Advisory Group, LLC 332.82%2.94%3.11%Q3 2013Q1 20143
Vestmark Advisory Solutions, Inc. 210.03%0.13%0.28%Q2 2022Q3 20233
TSFG, LLC 330.00%0.16%0.46%Q1 2023Q3 20233
Itau Unibanco Holding S.A. 330.03%0.18%0.36%Q3 2016Q1 20173
VSR Financial Services, Inc. 110.09%0.10%0.13%Q2 2013Q2 20153
Salomon & Ludwin, LLC 330.01%0.01%0.01%Q2 2019Q4 20193
First Command Bank 330.00%0.00%0.00%Q3 2017Q1 20183
Acorn Wealth Advisors, LLC 330.06%0.06%0.07%Q4 2017Q2 20183
ADVANTAGE INVESTMENT MANAGEMENT, LLC 210.06%0.06%0.07%Q3 2015Q4 20163
Camarda Financial Advisors, LLC 110.02%0.03%0.05%Q1 2014Q1 20192
Asset Planning Services, Ltd. 220.01%0.01%0.02%Q2 2017Q3 20172
DAVENPORT & Co LLC 220.00%0.00%0.00%Q3 2022Q4 20222
Coppell Advisory Solutions Corp. 220.00%0.08%0.16%Q4 2022Q1 20232
FOUNDERS BANK & TRUST 220.02%0.02%0.02%Q4 2013Q1 20142
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 220.02%0.02%0.02%Q2 2019Q3 20192
Hayden Royal, LLC 220.19%0.22%0.26%Q4 2019Q1 20202
ASSETMARK, INC 110.00%0.00%0.00%Q4 2014Q4 20212
Bellwether Advisors, LLC 220.04%0.04%0.05%Q4 2022Q1 20232
Strategic Capital Alternatives LLC 110.01%0.01%0.01%Q3 2014Q3 20152
BAROMETER CAPITAL MANAGEMENT INC. 220.17%0.24%0.32%Q4 2016Q1 20172
SPC Financial, Inc. 220.14%0.14%0.15%Q3 2019Q4 20192
Lloyd Advisory Services, LLC. 220.02%0.02%0.02%Q3 2021Q4 20212
Blueprint Investment Partners LLC 220.10%0.22%0.34%Q3 2022Q4 20222
WOODWARD DIVERSIFIED CAPITAL, LLC 220.14%0.15%0.16%Q4 2021Q1 20222
JUNCTURE WEALTH STRATEGIES, LLC 220.14%0.62%1.10%Q2 2018Q3 20182
Wealthspire Advisors, L.P. 220.00%0.00%0.00%Q4 2015Q1 20162
Segment Wealth Management, LLC 220.16%0.27%0.38%Q3 2017Q4 20172
Walleye Trading LLC 220.00%0.00%0.00%Q3 2016Q4 20162
STIFEL NICOLAUS & CO INC \MO\ 220.03%0.04%0.04%Q2 2013Q3 20132
ODonnell Financial Services, LLC 221.05%1.47%1.88%Q4 2021Q1 20222
Optas, LLC 220.32%0.43%0.53%Q4 2019Q1 20202
Horizon Investments, LLC 220.02%0.02%0.02%Q3 2019Q4 20192
Bellwether Investment Group, LLC 110.01%0.01%0.01%Q2 2016Q4 20162
EWG Elevate Inc. 110.01%3.28%6.56%Q4 2021Q4 20222
Doyle Wealth Management 110.01%0.01%0.02%Q4 2018Q2 20192
PURSUE WEALTH PARTNERS LLC 220.09%0.09%0.09%Q4 2021Q1 20222
Wealth & Pension Services Group, Inc. 220.25%0.25%0.25%Q2 2019Q3 20192
American Institute for Advanced Investment Management, LLP 220.55%0.96%1.36%Q4 2019Q1 20202
Capital Wealth Planning, LLC 220.02%0.02%0.02%Q2 2019Q3 20192
Beacon Capital Management, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
RVW Wealth, LLC 110.01%0.62%1.24%Q1 2020Q3 20232
MANAGED ACCOUNT ADVISORS LLC 220.00%0.00%0.00%Q1 2015Q2 20152
Private Capital Group, LLC 220.00%0.00%0.00%Q3 2018Q4 20182
Montz Harcus Wealth Management LLC 220.20%0.21%0.22%Q4 2021Q1 20222
Bison Wealth, LLC 220.04%0.04%0.04%Q2 2023Q3 20232
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 220.03%0.03%0.03%Q4 2018Q1 20192
Good Life Advisors, LLC 220.07%0.07%0.08%Q3 2021Q4 20212
Apollon Wealth Management, LLC 220.02%0.02%0.03%Q1 2023Q2 20232
Pinnacle Family Advisors, LLC 220.53%1.13%1.73%Q4 2016Q1 20172
Plante Moran Financial Advisors, LLC 110.00%0.00%0.00%Q3 2017Q3 20222
Marks Wealth, LLC 220.11%0.12%0.13%Q4 2021Q1 20222
AXXCESS WEALTH MANAGEMENT, LLC 220.02%0.02%0.02%Q4 2021Q1 20222
FOUNDERS FINANCIAL SECURITIES LLC 220.19%0.20%0.20%Q3 2019Q4 20192
Carnick & Kubik, LLC 110.69%0.87%1.05%Q2 2013Q4 20132
Blue Trust, Inc. 220.00%0.00%0.00%Q2 2023Q3 20232
MONETA GROUP INVESTMENT ADVISORS LLC 220.00%0.00%0.00%Q1 2018Q2 20182
Garden State Investment Advisory Services LLC 220.47%0.54%0.60%Q4 2022Q1 20232
VERUS CAPITAL PARTNERS, LLC 220.00%0.00%0.00%Q4 2019Q1 20202
MILLENNIUM MANAGEMENT LLC 220.00%0.00%0.01%Q1 2023Q2 20232
SIMPLEX TRADING, LLC 220.00%0.00%0.00%Q2 2017Q3 20172
SEAVIEW INVESTMENT MANAGERS LLC 220.39%0.40%0.41%Q1 2021Q2 20212
MERCER GLOBAL ADVISORS INC /ADV 110.00%0.00%0.01%Q4 2022Q2 20232
Ausdal Financial Partners, Inc. 110.10%0.12%0.14%Q4 2015Q3 20162
Visionary Wealth Advisors 220.02%0.04%0.07%Q4 2022Q1 20232
Claro Advisors LLC 110.01%0.10%0.19%Q4 2018Q3 20192
Valeo Financial Advisors, LLC 110.00%0.00%0.00%Q3 2017Q2 20192
SEI INVESTMENTS CO 110.00%0.00%0.00%Q3 2015Q2 20182
Anchor Investment Management, LLC 110.00%0.01%0.01%Q4 2021Q1 20232
WESPAC Advisors, LLC 112.28%2.28%2.28%Q2 2015Q2 20151
tru Independence LLC 110.04%0.04%0.04%Q2 2021Q2 20211
NBC SECURITIES, INC. 110.07%0.07%0.07%Q3 2023Q3 20231
Signify Wealth 114.07%4.07%4.07%Q4 2021Q4 20211
Clearstead Advisors, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
WBI INVESTMENTS, LLC 110.02%0.02%0.02%Q1 2017Q1 20171
FineMark National Bank & Trust 110.00%0.00%0.00%Q3 2015Q3 20151
KRAEMATON INVESTMENT ADVISORS, INC 110.00%0.00%0.00%Q4 2022Q4 20221
AMJ Financial Wealth Management 110.18%0.18%0.18%Q1 2023Q1 20231
Claybrook Capital, LLC 110.04%0.04%0.04%Q4 2018Q4 20181
Advocacy Wealth Management Services, LLC 110.00%0.00%0.00%Q4 2016Q4 20161
Foundations Investment Advisors, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Penserra Capital Management LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Empowered Funds, LLC 113.07%3.07%3.07%Q2 2021Q2 20211
WASHINGTON TRUST BANK 110.00%0.00%0.00%Q4 2014Q4 20141
Versant Capital Management, Inc 110.00%0.00%0.00%Q1 2019Q1 20191
IAMS WEALTH MANAGEMENT, LLC 110.11%0.11%0.11%Q2 2023Q2 20231
OneAscent Wealth Management LLC 110.25%0.25%0.25%Q1 2022Q1 20221
TOTH FINANCIAL ADVISORY CORP 110.00%0.00%0.00%Q4 2018Q4 20181
Jaffetilchin Investment Partners, LLC 110.04%0.04%0.04%Q1 2023Q1 20231
Householder Group Estate & Retirement Specialist, LLC 110.75%0.75%0.75%Q4 2021Q4 20211
Gateway Wealth Partners, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
OXFORD FINANCIAL GROUP, LTD. LLC 110.01%0.01%0.01%Q3 2021Q3 20211
HOWARD FINANCIAL SERVICES, LTD. 110.10%0.10%0.10%Q1 2021Q1 20211
Brendel Financial Advisors LLC 110.03%0.03%0.03%Q2 2021Q2 20211
Align Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Independent Portfolio Consultants, Inc. 110.01%0.01%0.01%Q2 2017Q2 20171
Atlas Wealth LLC 110.08%0.08%0.08%Q4 2022Q4 20221
Trexquant Investment LP 110.03%0.03%0.03%Q1 2020Q1 20201
ROWLAND CARMICHAEL ADVISORS INC /ADV 110.05%0.05%0.05%Q1 2016Q1 20161
FIFTH LANE CAPITAL, LP 110.15%0.15%0.15%Q4 2021Q4 20211
Waverly Advisors, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Impact Partnership Wealth, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
AdvisorNet Financial, Inc 110.00%0.00%0.00%Q4 2017Q4 20171
Kessler Investment Group, LLC 110.01%0.01%0.01%Q3 2015Q3 20151
Wealth Quarterback LLC 110.00%0.00%0.00%Q4 2019Q4 20191
WEALTHFRONT Corp 110.00%0.00%0.00%Q2 2015Q2 20151
SOCIETE GENERALE 110.00%0.00%0.00%Q2 2016Q2 20161
Lebenthal Global Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
LEVEL FOUR FINANCIAL, LLC 110.09%0.09%0.09%Q2 2021Q2 20211
OneAscent Financial Services LLC 110.36%0.36%0.36%Q2 2022Q2 20221
FREEDOM WEALTH ALLIANCE, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
CHURCHILL MANAGEMENT Corp 110.30%0.30%0.30%Q4 2013Q4 20131
XR Securities LLC 110.04%0.04%0.04%Q2 2020Q2 20201
FSB PREMIER WEALTH MANAGEMENT, INC. 110.01%0.01%0.01%Q4 2021Q4 20211
Neuberger Berman Group LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Catalyst Wealth Management, LLC 110.25%0.25%0.25%Q1 2023Q1 20231
Portfolio Solutions, LLC 110.00%0.00%0.00%Q1 2017Q1 20171
INSIGNEO ADVISORY SERVICES, LLC 110.10%0.10%0.10%Q4 2022Q4 20221
Aspen Investment Management Inc 110.76%0.76%0.76%Q4 2015Q4 20151
FIRST FINANCIAL EQUITY CORPORATION 110.04%0.04%0.04%Q1 2017Q1 20171
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
Portfolio Strategies, Inc. 112.79%2.79%2.79%Q1 2023Q1 20231
REGENTATLANTIC CAPITAL LLC 110.00%0.00%0.00%Q4 2014Q4 20141
Trilogy Capital Inc. 110.02%0.02%0.02%Q3 2023Q3 20231
PRUDENTIAL FINANCIAL INC 110.00%0.00%0.00%Q2 2018Q2 20181
Moser Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Concert Wealth Management Inc. 110.02%0.02%0.02%Q3 2016Q3 20161
Verition Fund Management LLC 110.02%0.02%0.02%Q4 2018Q4 20181
J Arnold Wealth Management Co 110.12%0.12%0.12%Q4 2019Q4 20191
CMC Financial Group 111.59%1.59%1.59%Q2 2021Q2 20211
PCA Investment Advisory Services Inc. 110.02%0.02%0.02%Q2 2023Q2 20231
Dana Investment Advisors, Inc. 111.16%1.16%1.16%Q2 2015Q2 20151
Parkside Financial Bank & Trust 110.00%0.00%0.00%Q1 2017Q1 20171
Privium Fund Management B.V. 110.35%0.35%0.35%Q2 2023Q2 20231
Confluence Wealth Services, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
MADRONA FUNDS, LLC 112.38%2.38%2.38%Q3 2019Q3 20191
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 110.01%0.01%0.01%Q4 2022Q4 20221
Bank of New York Mellon Corp 110.00%0.00%0.00%Q1 2018Q1 20181
Bank OZK 110.12%0.12%0.12%Q1 2016Q1 20161
Kathmere Capital Management, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
COLUMBIA ADVISORY PARTNERS LLC 110.25%0.25%0.25%Q2 2022Q2 20221
DHJJ Financial Advisors, Ltd. 110.00%0.00%0.00%Q3 2023Q3 20231
Measured Wealth Private Client Group, LLC 110.01%0.01%0.01%Q3 2018Q3 20181
Investmark Advisory Group LLC 110.41%0.41%0.41%Q4 2022Q4 20221
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q3 2021Q3 20211
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 110.00%0.00%0.00%Q4 2015Q4 20151
Redhawk Wealth Advisors, Inc. 110.00%0.00%0.00%Q2 2019Q2 20191
Ergawealth Advisors, Inc. 110.22%0.22%0.22%Q4 2022Q4 20221
V Wealth Advisors LLC 110.00%0.00%0.00%Q2 2017Q2 20171
Corbenic Partners LLC 110.00%0.00%0.00%Q3 2017Q3 20171
Mosaic Family Wealth, LLC 110.01%0.01%0.01%Q4 2015Q4 20151
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q2 2015Q2 20151
KNIGHT CAPITAL GROUP LLC 110.02%0.02%0.02%Q2 2013Q2 20131
M Holdings Securities, Inc. 110.02%0.02%0.02%Q1 2022Q1 20221
BB&T INVESTMENT SERVICES, INC. 110.00%0.00%0.00%Q4 2017Q4 20171
Brookstone Capital Management 110.00%0.00%0.00%Q3 2015Q3 20151
Nilsine Partners, LLC 110.16%0.16%0.16%Q1 2023Q1 20231
Crosspoint Capital Strategies, LLC 110.13%0.13%0.13%Q4 2015Q4 20151
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC 110.67%0.67%0.67%Q4 2019Q4 20191
Focused Wealth Management, Inc 110.00%0.00%0.00%Q3 2022Q3 20221
WHITTIER TRUST CO OF NEVADA INC 110.00%0.00%0.00%Q4 2018Q4 20181
VitalStone Financial, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Csenge Advisory Group 110.00%0.00%0.00%Q3 2018Q3 20181
SIMON QUICK ADVISORS, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
WIN ADVISORS, INC 110.18%0.18%0.18%Q4 2021Q4 20211
WOLVERINE TRADING, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Heritage Trust Co 110.00%0.00%0.00%Q4 2017Q4 20171
Clear Creek Financial Management, LLC 112.20%2.20%2.20%Q4 2021Q4 20211
PROVENCE WEALTH MANAGEMENT GROUP 110.01%0.01%0.01%Q3 2023Q3 20231
BESSEMER GROUP INC 110.00%0.00%0.00%Q1 2023Q1 20231
MBM Wealth Consultants, LLC 110.08%0.08%0.08%Q4 2018Q4 20181
Chicago Partners Investment Group LLC 110.26%0.26%0.26%Q4 2015Q4 20151
Visionary Asset Management, Inc. 110.39%0.39%0.39%Q4 2015Q4 20151
55I, LLC 110.04%0.04%0.04%Q4 2021Q4 20211
Karp Capital Management Corp 110.00%0.00%0.00%Q4 2018Q4 20181
Sandy Spring Bank 110.00%0.00%0.00%Q2 2022Q2 20221
CENTRAL TRUST Co 110.00%0.00%0.00%Q2 2015Q2 20151
Cresset Asset Management, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
FIRST MANHATTAN CO. LLC. 110.00%0.00%0.00%Q3 2021Q3 20211
KEYBANK NATIONAL ASSOCIATION/OH 110.00%0.00%0.00%Q4 2022Q4 20221
Alpha Cubed Investments, LLC 110.02%0.02%0.02%Q3 2018Q3 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.