FIRST TR EXCHANGE TRADED FD shareholder history

Current and past FIRST TR EXCHANGE TRADED FD shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
WELLS FARGO & COMPANY/MN 42420.00%0.02%0.05%Q2 2013Q3 202343
ROYAL BANK OF CANADA 42420.00%0.00%0.01%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.00%0.01%0.08%Q2 2013Q3 202342
SignalPoint Asset Management, LLC 42420.22%0.83%2.33%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.01%0.02%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.00%0.03%0.08%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.02%0.05%Q2 2013Q3 202342
LPL Financial LLC 42420.01%0.04%0.10%Q2 2013Q3 202342
CITIGROUP INC 40400.00%0.00%0.00%Q4 2013Q3 202340
Main Management LLC 3430.14%0.17%0.20%Q2 2013Q3 202340
STEPHENS INC /AR/ 40400.01%0.04%0.13%Q4 2013Q3 202340
Janney Montgomery Scott LLC 2260.01%0.06%0.16%Q3 2013Q3 202339
STIFEL FINANCIAL CORP 39390.00%0.01%0.05%Q1 2014Q3 202339
BENJAMIN F. EDWARDS & COMPANY, INC. 38380.02%0.35%1.19%Q2 2014Q3 202338
GOLDMAN SACHS GROUP INC 2010.00%0.00%0.01%Q2 2012Q3 202338
Regal Investment Advisors LLC 1310.05%0.17%0.63%Q2 2013Q3 202337
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1310.00%0.00%0.00%Q2 2013Q3 202337
HighTower Advisors, LLC 13110.00%0.02%0.07%Q2 2013Q3 202336
Tower Research Capital LLC (TRC) 2830.00%0.07%0.37%Q2 2014Q3 202336
UBS Group AG 36360.00%0.01%0.02%Q4 2014Q3 202336
Tortoise Investment Management, LLC 36360.00%0.00%0.00%Q4 2012Q3 202136
PNC FINANCIAL SERVICES GROUP, INC. 3510.00%0.00%0.00%Q2 2014Q3 202336
Transamerica Financial Advisors, Inc. 2810.00%0.45%1.76%Q4 2013Q3 202334
D.A. DAVIDSON & CO. 22120.00%0.04%0.13%Q3 2014Q3 202334
Raymond James Financial Services Advisors, Inc. 1910.00%0.07%0.24%Q2 2013Q3 202334
Advisory Services Network, LLC 1310.00%0.13%0.35%Q4 2013Q3 202334
Private Advisor Group, LLC 2110.00%0.01%0.08%Q4 2013Q3 202332
Prospera Financial Services Inc 1320.01%0.16%0.44%Q2 2013Q3 202331
Geneos Wealth Management Inc. 31310.00%0.00%0.01%Q1 2016Q3 202331
UNITED CAPITAL FINANCIAL ADVISORS, LLC 2920.00%0.01%0.10%Q1 2015Q1 202331
NAVELLIER & ASSOCIATES INC 810.01%1.30%4.48%Q3 2012Q3 202330
IFP Advisors, Inc 1710.00%0.02%0.07%Q4 2015Q3 202329
Baird Financial Group, Inc. 2810.00%0.03%0.07%Q1 2016Q3 202329
LEVEL FOUR ADVISORY SERVICES, LLC 28280.02%0.07%0.14%Q4 2016Q3 202328
CWM, LLC 1910.00%0.15%0.36%Q2 2016Q3 202328
BANK OF MONTREAL /CAN/ 2620.00%0.00%0.00%Q3 2016Q3 202328
Winslow, Evans & Crocker, Inc. 2080.00%0.03%0.16%Q4 2013Q4 202028
Cambridge Investment Research Advisors, Inc. 1330.00%0.01%0.03%Q3 2014Q3 202328
JPMORGAN CHASE & CO 1210.00%0.00%0.00%Q2 2013Q3 202328
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.02%0.06%Q2 2013Q4 201927
JANE STREET GROUP, LLC 720.00%0.00%0.02%Q2 2014Q3 202326
BB&T SECURITIES, LLC 26260.01%0.04%0.13%Q2 2013Q3 201926
CREATIVE FINANCIAL DESIGNS INC /ADV 15110.00%0.03%0.11%Q4 2016Q3 202326
Citadel Advisors 1010.00%0.00%0.00%Q2 2015Q3 202326
NewEdge Advisors, LLC 13120.01%0.34%0.98%Q4 2016Q3 202325
FIFTH THIRD BANCORP 2210.00%0.00%0.00%Q3 2014Q1 202325
Westside Investment Management, Inc. 1510.00%0.00%0.01%Q1 2017Q3 202324
Focused Wealth Management, Inc 24240.00%0.03%0.40%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.03%0.08%Q4 2017Q3 202324
RPg Family Wealth Advisory, LLC 910.01%0.19%0.52%Q1 2016Q3 202324
MML INVESTORS SERVICES, LLC 2210.00%0.13%0.65%Q2 2017Q2 202323
Quad-Cities Investment Group, LLC 1480.20%0.38%0.99%Q1 2018Q3 202322
Steward Partners Investment Advisory, LLC 1840.00%0.00%0.01%Q4 2017Q3 202322
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1220.00%0.00%0.00%Q1 2015Q3 202322
CREDIT SUISSE AG/ 1910.00%0.00%0.01%Q3 2013Q4 201922
Stratos Wealth Partners, LTD. 1140.01%0.02%0.05%Q4 2016Q3 202322
B. Riley Wealth Advisors, Inc. 1110.00%0.12%0.25%Q2 2014Q3 202322
Cetera Advisor Networks LLC 1010.00%0.02%0.04%Q4 2016Q3 202321
Beaumont Financial Partners, LLC 940.03%0.73%1.99%Q2 2013Q2 202121
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.02%0.06%Q3 2018Q3 202321
FMR LLC 21210.00%0.00%0.00%Q3 2018Q3 202321
FIRST TRUST ADVISORS LP 1110.00%0.97%1.71%Q2 2013Q3 202320
CENTAURUS FINANCIAL, INC. 930.01%0.04%0.09%Q4 2017Q3 202320
American Portfolios Advisors 20200.00%0.01%0.03%Q4 2017Q3 202220
NewSquare Capital LLC 1110.00%2.40%3.80%Q4 2016Q3 202320
SPC Financial, Inc. 1180.08%0.19%0.38%Q4 2016Q3 202319
HL FINANCIAL SERVICES LLC 1130.00%0.07%0.18%Q1 2014Q1 201919
CAPTRUST FINANCIAL ADVISORS 1090.00%0.01%0.05%Q3 2017Q2 202219
OPPENHEIMER & CO INC 1090.01%0.03%0.06%Q2 2013Q3 202319
O'Dell Group, LLC 1184.22%5.50%6.64%Q4 2016Q3 202319
MinichMacGregor Wealth Management, LLC 1181.05%1.44%1.88%Q4 2016Q3 202319
Capital Investment Advisory Services, LLC 1630.00%0.00%0.01%Q4 2018Q3 202319
SeaCrest Wealth Management, LLC 1210.02%0.03%0.04%Q4 2017Q3 202319
Cornerstone Wealth Management, LLC 620.03%0.06%0.16%Q2 2017Q3 202319
CULLEN/FROST BANKERS, INC. 19190.00%0.00%0.00%Q1 2019Q3 202319
ATWOOD & PALMER INC 1180.00%0.19%0.30%Q4 2016Q3 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
SALEM INVESTMENT COUNSELORS INC 18180.00%0.00%0.00%Q2 2019Q3 202318
Global Retirement Partners, LLC 830.00%0.01%0.03%Q1 2017Q3 202318
US BANCORP \DE\ 610.00%0.00%0.00%Q4 2013Q3 202317
Astor Investment Management LLC 980.25%1.36%2.71%Q1 2014Q2 201817
Kovack Advisors, Inc. 810.03%0.06%0.10%Q4 2016Q3 202316
TRUIST FINANCIAL CORP 16160.00%0.01%0.02%Q4 2019Q3 202316
Arkadios Wealth Advisors 16160.03%0.06%0.09%Q4 2019Q3 202316
Well Done, LLC 1410.02%0.13%0.17%Q1 2018Q3 202316
BELLEVUE ASSET MANAGEMENT, LLC 16160.18%0.44%1.31%Q4 2019Q3 202316
Gateway Advisory, LLC 740.16%1.05%2.56%Q1 2017Q3 202316
Fulcrum Equity Management 530.01%2.92%8.72%Q1 2019Q3 202315
PACIFIC SUN FINANCIAL CORP 610.28%0.33%0.50%Q1 2018Q2 202315
HAYS ADVISORY LLC 960.06%1.53%3.38%Q4 2013Q2 201815
Advisor Group, Inc. 15150.01%0.03%0.15%Q2 2016Q4 201915
BENJAMIN EDWARDS INC 15150.02%0.05%0.12%Q1 2020Q3 202315
LifePlan Financial Group, Inc 15150.02%0.14%0.21%Q1 2017Q3 202015
OSAIC HOLDINGS, INC. 15150.00%0.01%0.03%Q1 2020Q3 202315
NEXT Financial Group, Inc 510.00%0.01%0.08%Q2 2014Q4 202114
Risk Paradigm Group, LLC 1220.43%0.85%1.93%Q1 2015Q4 201814
First Allied Advisory Services, Inc. 1110.01%0.01%0.02%Q3 2014Q4 201914
SUNTRUST BANKS INC 770.00%0.02%0.06%Q1 2014Q4 201814
BAROMETER CAPITAL MANAGEMENT INC. 610.16%0.32%0.60%Q4 2013Q3 202314
Qube Research & Technologies Ltd 1110.00%0.01%0.03%Q4 2019Q3 202314
PRIVATE TRUST CO NA 630.00%0.02%0.05%Q3 2013Q3 202314
MGO ONE SEVEN LLC 1110.02%0.19%0.34%Q4 2017Q3 202314
Sigma Planning Corp 1010.02%0.08%0.22%Q2 2015Q1 202314
Advisors Preferred, LLC 410.00%0.10%0.90%Q4 2013Q2 202314
Kestra Advisory Services, LLC 13130.01%0.04%0.08%Q3 2020Q3 202313
Financial Gravity Asset Management, Inc. 810.00%0.01%0.03%Q2 2019Q3 202313
Realta Investment Advisors 1120.00%0.11%0.15%Q1 2019Q3 202313
WHITTIER TRUST CO OF NEVADA INC 13130.00%0.00%0.00%Q1 2018Q1 202113
WESPAC Advisors, LLC 710.12%0.77%2.34%Q4 2013Q3 202113
WEDBUSH SECURITIES INC 610.02%0.04%0.06%Q2 2014Q2 202213
StoneX Group Inc. 630.12%0.30%0.50%Q2 2017Q3 202313
Hexagon Capital Partners LLC 13130.00%0.01%0.01%Q3 2020Q3 202313
AMERIPRISE FINANCIAL INC 810.00%0.00%0.01%Q2 2013Q1 202213
Founders Financial Alliance, LLC 13130.03%0.08%0.12%Q3 2020Q3 202313
Creative Planning 810.00%0.00%0.01%Q2 2013Q3 201713
DB Wealth Management Group, LLC 12120.46%0.59%0.74%Q4 2020Q3 202312
MTM Investment Management, LLC 12120.68%0.74%0.81%Q4 2020Q3 202312
Secure Asset Management, LLC 1020.10%0.59%2.17%Q4 2019Q1 202312
DEUTSCHE BANK AG\ 660.00%0.00%0.00%Q3 2013Q2 201912
AE Wealth Management LLC 1110.01%0.01%0.03%Q4 2019Q3 202312
Claro Advisors LLC 1110.07%0.13%0.31%Q4 2018Q3 202312
Sunbelt Securities, Inc. 810.00%0.10%0.30%Q4 2016Q3 202312
Virtu Financial LLC 510.01%0.16%0.42%Q2 2014Q1 201912
Cetera Investment Advisers 12120.01%0.03%0.05%Q4 2020Q3 202312
FIRST FINANCIAL CORP /IN/ 12120.00%0.00%0.01%Q2 2013Q1 201612
AVANTAX ADVISORY SERVICES, INC. 12120.02%0.04%0.05%Q4 2020Q3 202312
TSFG, LLC 12120.00%0.02%0.04%Q4 2020Q3 202312
WFG Advisors, LP 1110.00%0.01%0.05%Q2 2014Q2 201712
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.01%Q2 2013Q1 201612
TriaGen Wealth Management LLC 11110.48%0.82%1.03%Q1 2021Q3 202311
SG Americas Securities, LLC 520.00%0.00%0.01%Q4 2013Q4 201711
Asset Dedication, LLC 1010.00%0.00%0.00%Q1 2018Q3 202211
Spire Wealth Management 11110.02%0.07%0.10%Q1 2021Q3 202311
Avior Wealth Management, LLC 11110.00%0.01%0.02%Q1 2021Q3 202311
Rockefeller Capital Management L.P. 11110.01%0.01%0.03%Q1 2021Q3 202311
Cetera Advisors LLC 410.01%0.01%0.03%Q4 2014Q3 202311
Snowden Capital Advisors LLC 830.01%0.04%0.08%Q4 2020Q3 202311
FDx Advisors, Inc. 620.01%0.10%0.37%Q2 2013Q1 201811
KESTRA PRIVATE WEALTH SERVICES, LLC 11110.02%0.06%0.10%Q1 2021Q3 202311
Southland Equity Partners LLC 11110.14%0.28%0.52%Q1 2021Q3 202311
MSI Financial Services Inc 11110.00%0.07%0.68%Q2 2014Q4 201611
Laidlaw Wealth Management LLC 740.04%0.06%0.09%Q4 2020Q3 202311
Wagner Wealth Management, LLC 11110.00%0.00%0.01%Q1 2021Q3 202311
First Horizon Advisors, Inc. 610.00%0.34%1.47%Q4 2013Q4 201911
Allworth Financial LP 11110.00%0.00%0.00%Q3 2019Q1 202211
OneDigital Investment Advisors LLC 11110.02%0.03%0.04%Q1 2021Q3 202311
Hochman Cole Investment Advisors, Inc. 610.11%0.12%0.14%Q3 2018Q3 202111
Virtue Capital Management, LLC 410.11%0.91%1.70%Q4 2017Q3 202311
MANUFACTURERS LIFE INSURANCE COMPANY, THE 10100.00%0.00%0.00%Q1 2016Q2 201810
HARBOUR INVESTMENTS, INC. 640.04%0.10%0.18%Q1 2021Q3 202310
Outlook Wealth Advisors, LLC 10100.09%0.24%0.33%Q2 2021Q3 202310
Pinnacle Advisory Group, Inc. 520.02%0.13%0.56%Q4 2013Q4 201610
AVIANCE CAPITAL MANAGEMENT, LLC 420.00%0.05%0.13%Q4 2014Q1 201810
Accel Wealth Management 10100.06%0.08%0.12%Q4 2020Q1 202310
Meridian Wealth Management, LLC 730.02%0.03%0.06%Q1 2021Q3 202310
TUCKER ASSET MANAGEMENT LLC 10100.00%0.00%0.01%Q4 2020Q1 202310
Freedom Investment Management, Inc. 10100.02%0.04%0.08%Q2 2014Q3 201610
Jaffetilchin Investment Partners, LLC 420.02%0.22%0.85%Q3 2014Q2 202310
WINTRUST INVESTMENTS LLC 10100.06%0.12%0.18%Q3 2016Q4 201810
EP Wealth Advisors, LLC 730.02%0.14%0.38%Q2 2017Q4 201910
FLAGSHIP HARBOR ADVISORS, LLC 10100.00%0.00%0.00%Q2 2018Q3 202010
IFG Advisory, LLC 810.02%0.03%0.04%Q2 2021Q3 20239
Commonwealth Equity Services, Inc 540.00%0.01%0.02%Q3 2014Q3 20179
Milestone Advisory Partners 990.20%0.24%0.26%Q4 2017Q4 20199
AlphaStar Capital Management, LLC 990.06%0.23%0.53%Q1 2018Q1 20209
Shamrock Asset Management LLC 410.00%3.11%11.10%Q4 2013Q2 20189
Atria Investments, Inc 990.02%0.05%0.07%Q2 2016Q2 20189
Claraphi Advisory Network, LLC 410.00%0.28%0.54%Q4 2017Q3 20219
Pinnacle Family Advisors, LLC 810.18%0.52%1.59%Q4 2019Q1 20239
FOUNDERS FINANCIAL SECURITIES LLC 810.12%0.22%0.26%Q4 2016Q1 20219
Virtu KCG Holdings LLC 520.00%0.01%0.03%Q3 2014Q2 20179
Royal Fund Management, LLC 720.00%0.06%0.27%Q4 2016Q4 20199
Horizon Investments, LLC 810.02%0.03%0.04%Q4 2016Q1 20219
SkyOak Wealth, LLC 990.14%0.28%1.15%Q4 2019Q4 20219
EPG Wealth Management LLC 510.00%0.01%0.03%Q1 2020Q3 20239
BECK CAPITAL MANAGEMENT, LLC 990.32%0.56%0.72%Q4 2013Q4 20159
Bank of New York Mellon Corp 810.00%0.00%0.00%Q1 2018Q1 20239
Crumly & Associates Inc. 990.13%1.80%2.55%Q3 2021Q3 20239
QUADRANT CAPITAL GROUP LLC 990.00%0.00%0.01%Q4 2019Q4 20219
Paragon Private Wealth Management, LLC 881.18%1.33%1.47%Q4 2021Q3 20238
Purus Wealth Management, LLC 880.52%0.65%0.76%Q4 2021Q3 20238
MAI Capital Management 880.00%0.00%0.01%Q4 2021Q3 20238
FAS Wealth Partners, Inc. 440.00%0.00%0.00%Q3 2021Q3 20238
Gladstone Institutional Advisory LLC 710.02%0.14%0.30%Q2 2021Q3 20238
Colonial River Wealth Management, LLC 880.15%0.18%0.24%Q4 2021Q3 20238
GUARDIAN WEALTH ADVISORS, LLC / NC 880.00%0.00%0.01%Q4 2021Q3 20238
M&T BANK CORP 710.00%0.00%0.00%Q2 2015Q3 20188
Schrum Private Wealth Management LLC 881.49%1.61%1.74%Q4 2021Q3 20238
PFG Advisors 880.02%0.03%0.04%Q4 2021Q3 20238
FIRST COMMUNITY TRUST NA 880.00%0.01%0.01%Q4 2021Q3 20238
FLOW TRADERS U.S. LLC 620.03%0.06%0.09%Q2 2021Q3 20238
D.B. Root & Company, LLC 440.26%0.35%0.68%Q4 2017Q4 20198
True Link Financial Advisors, LLC 880.00%0.10%0.13%Q4 2021Q3 20238
Stephens Consulting, LLC 880.01%0.02%0.03%Q4 2021Q3 20238
WMG Financial Advisors, LLC 880.28%0.77%1.16%Q4 2021Q3 20238
MONEY CONCEPTS CAPITAL CORP 620.00%0.01%0.02%Q4 2020Q1 20238
IMA Wealth, Inc. 881.22%1.30%1.40%Q4 2013Q3 20158
Apeiron RIA LLC 880.03%0.43%0.61%Q4 2021Q3 20238
PGIM Custom Harvest LLC 440.01%0.04%0.07%Q4 2020Q3 20238
SAGE PRIVATE WEALTH GROUP, LLC 880.02%0.02%0.04%Q4 2020Q3 20228
Argentus Capital Management, LLC 520.00%0.09%0.23%Q3 2014Q3 20167
Dorsey Wright & Associates 770.26%0.40%0.59%Q1 2017Q3 20187
WCG Wealth Advisors LLC 660.06%0.89%1.20%Q2 2022Q3 20237
TWO SIGMA SECURITIES, LLC 210.00%0.14%0.46%Q3 2015Q1 20237
Aptus Capital Advisors, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Capital Asset Advisory Services LLC 610.00%0.00%0.00%Q4 2019Q4 20217
Financial Advocates Investment Management 520.06%0.12%0.22%Q1 2021Q1 20237
Placemark Investments, Inc. 770.01%0.11%0.23%Q2 2013Q4 20147
Johnson Financial Group, Inc. 770.00%0.00%0.00%Q1 2015Q3 20167
WEALTHSOURCE PARTNERS, LLC 520.04%0.09%0.13%Q1 2017Q2 20217
Atria Wealth Solutions, Inc. 770.01%0.02%0.03%Q1 2022Q3 20237
MILLENNIUM MANAGEMENT LLC 210.00%0.00%0.00%Q2 2015Q2 20237
Lloyd Advisory Services, LLC. 770.00%0.00%0.00%Q3 2020Q1 20227
Harel Insurance Investments & Financial Services Ltd. 430.02%0.04%0.08%Q1 2017Q3 20237
Canal Capital Management, LLC 770.18%0.19%0.20%Q1 2017Q3 20187
Sowell Financial Services LLC 770.00%0.00%0.00%Q3 2019Q1 20217
Global Financial Private Capital, Inc 660.03%0.08%0.12%Q1 2017Q2 20186
RFG Advisory, LLC 660.01%0.13%0.26%Q2 2022Q3 20236
BBVA USA Bancshares, Inc. 660.32%0.36%0.38%Q4 2013Q1 20156
Sterling Manor Financial, LLC 510.19%2.29%5.57%Q4 2020Q1 20236
BAIRD ROBERT W & CO INC /WI/ 660.00%0.00%0.00%Q4 2013Q1 20156
Wealthfront Advisers LLC 510.00%0.00%0.00%Q4 2021Q3 20236
BKS ADVISORS, LLC 661.58%2.14%2.56%Q4 2017Q1 20196
Retirement Planning Group, LLC 660.05%0.05%0.06%Q2 2022Q3 20236
OLD NATIONAL BANCORP /IN/ 660.03%0.05%0.09%Q2 2014Q3 20156
Western Wealth Management, LLC 420.03%0.05%0.06%Q1 2021Q3 20226
UBS AG 660.01%0.01%0.02%Q2 2013Q3 20146
Bellwether Investment Group, LLC 510.01%1.40%2.41%Q2 2016Q4 20176
FIFTH THIRD SECURITIES, INC. 310.06%0.14%0.23%Q1 2019Q1 20216
HFG Advisors, Inc. 660.85%0.92%0.97%Q2 2022Q3 20236
Holloway Wealth Management, LLC 550.04%0.06%0.07%Q1 2021Q1 20225
Janney Capital Management LLC 550.10%0.15%0.19%Q2 2013Q2 20145
First Heartland Consultants, Inc. 410.09%0.11%0.13%Q2 2013Q4 20145
B. Riley Wealth Management, Inc. 410.06%0.60%1.44%Q1 2014Q4 20205
CoreCap Advisors, LLC 550.09%0.15%0.28%Q4 2021Q4 20225
Eudaimonia Partners, LLC 410.01%0.01%0.02%Q4 2019Q1 20215
HRT FINANCIAL LP 210.00%0.06%0.18%Q2 2015Q3 20235
DAVENPORT & Co LLC 550.00%0.01%0.01%Q3 2022Q3 20235
NEW ENGLAND SECURITIES CORP /MA/ 550.01%0.02%0.06%Q3 2013Q3 20145
NORTHWEST WEALTH MANAGEMENT, LLC 550.02%0.03%0.03%Q1 2018Q1 20195
S.C. Financial Services, Inc. 550.38%0.46%0.52%Q4 2021Q4 20225
CX Institutional 310.00%0.16%0.32%Q3 2021Q3 20235
PARAMETRIC PORTFOLIO ASSOCIATES LLC 320.04%0.06%0.07%Q2 2013Q3 20145
Global Trust Asset Management, LLC 410.00%0.05%0.17%Q3 2018Q3 20225
Renaissance Technologies 210.00%0.00%0.00%Q1 2018Q3 20235
Kesler, Norman & Wride, LLC 550.20%0.26%0.29%Q3 2022Q3 20235
INVESTMENT CENTERS OF AMERICA INC 550.04%0.06%0.08%Q2 2014Q2 20155
ADVANTAGE INVESTMENT MANAGEMENT, LLC 320.01%0.41%1.95%Q3 2015Q2 20175
Coppell Advisory Solutions LLC 410.30%0.60%1.35%Q4 2020Q3 20235
CEDAR CAPITAL, LLC 410.11%0.12%0.14%Q3 2016Q3 20185
MARINER INDEPENDENT ADVISOR NETWORK, LLC 310.12%0.15%0.17%Q4 2016Q4 20215
National Wealth Management Group, LLC 550.24%0.86%2.08%Q4 2021Q4 20225
IFC Holdings Incorporated/FL 550.09%0.23%0.40%Q4 2016Q4 20175
BLAIR WILLIAM & CO/IL 440.00%0.00%0.00%Q4 2018Q3 20194
CIBC WORLD MARKET INC. 110.00%0.00%0.00%Q2 2014Q1 20234
SII INVESTMENTS INC/WI 310.03%0.04%0.06%Q4 2014Q2 20164
Advisory Alpha, LLC 440.00%0.57%1.27%Q4 2017Q3 20184
Marks Wealth, LLC 310.08%0.10%0.12%Q4 2020Q1 20224
Cyndeo Wealth Partners, LLC 440.69%0.71%0.74%Q4 2022Q3 20234
G&S Capital LLC 442.28%2.59%3.23%Q4 2017Q3 20184
Alexandria Capital, LLC 440.00%0.00%0.01%Q2 2013Q1 20144
IHT Wealth Management, LLC 440.00%0.15%0.57%Q4 2016Q3 20174
EATON VANCE MANAGEMENT 440.00%0.00%0.00%Q1 2021Q4 20214
Farther Finance Advisors, LLC 440.06%0.13%0.22%Q4 2022Q3 20234
AlphaMark Advisors, LLC 440.03%0.03%0.04%Q4 2022Q3 20234
MUFG Americas Holdings Corp 440.00%0.00%0.00%Q4 2021Q3 20224
ADVISOR PARTNERS LLC 310.03%0.04%0.04%Q4 2017Q4 20184
BARCLAYS PLC 440.00%0.00%0.00%Q1 2021Q4 20214
Ruggie Capital Group 310.03%0.15%0.33%Q1 2017Q4 20184
Moors & Cabot, Inc. 440.04%0.05%0.05%Q4 2014Q3 20154
AdvisorNet Financial, Inc 440.00%0.00%0.01%Q4 2017Q3 20184
Onyx Bridge Wealth Group LLC 440.08%0.28%0.58%Q2 2022Q1 20234
F-Squared Investment Management, LLC 223.77%5.09%6.31%Q3 2013Q3 20144
Independent Portfolio Consultants, Inc. 220.03%0.20%0.48%Q2 2014Q2 20174
VSR Financial Services, Inc. 310.09%0.11%0.12%Q2 2013Q1 20154
WealthBridge Capital Management, LLC 220.01%0.07%0.13%Q4 2018Q2 20234
BREITER CAPITAL MANAGEMENT INC 210.40%0.66%1.40%Q4 2017Q1 20194
Register Financial Advisors LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Financial Enhancement Group LLC 220.00%0.14%0.33%Q4 2017Q1 20214
Lido Advisors, LLC 440.00%0.00%0.00%Q1 2021Q4 20214
Segment Wealth Management, LLC 440.10%0.20%0.40%Q1 2017Q4 20174
MCF Advisors LLC 440.00%0.00%0.00%Q2 2017Q1 20184
Stonebridge Financial Planning Group, LLC 440.00%0.00%0.00%Q1 2021Q4 20214
PRUDENTIAL FINANCIAL INC 440.00%0.00%0.00%Q4 2021Q3 20224
Harvest Investment Services, LLC 210.10%0.26%0.61%Q4 2019Q3 20214
1 NORTH WEALTH SERVICES LLC 220.00%0.00%0.00%Q4 2018Q4 20194
AFFINITY WEALTH MANAGEMENT LLC 440.05%0.05%0.06%Q4 2022Q3 20234
TOWER TRUST Co 440.26%0.54%0.74%Q2 2013Q1 20144
Total Clarity Wealth Management, Inc. 310.00%0.06%0.12%Q1 2021Q2 20224
AXXCESS WEALTH MANAGEMENT, LLC 330.02%0.02%0.02%Q4 2021Q2 20223
J.P. Morgan Private Wealth Advisors LLC 330.00%0.00%0.00%Q3 2022Q1 20233
Nelson Capital Management, LLC 330.00%0.00%0.00%Q2 2014Q4 20143
Truepoint, Inc. 330.01%0.02%0.02%Q1 2023Q3 20233
Nilsine Partners, LLC 330.59%0.88%1.36%Q1 2023Q3 20233
COMERICA SECURITIES INC 210.05%0.17%0.25%Q1 2015Q4 20183
Vestmark Advisory Solutions, Inc. 210.04%0.15%0.32%Q2 2022Q3 20233
Dynamic Advisor Solutions LLC 330.03%0.03%0.03%Q3 2022Q1 20233
Madden Advisory Services, Inc. 330.13%0.13%0.14%Q4 2018Q2 20193
PACIFIC FINANCIAL GROUP INC 331.35%1.92%2.92%Q4 2013Q2 20143
Psagot Value Holdings Ltd. 210.01%0.19%0.30%Q4 2018Q1 20213
Orion Portfolio Solutions, LLC 330.00%0.00%0.00%Q4 2019Q2 20203
WealthShield Partners, LLC 330.00%0.05%0.14%Q4 2017Q2 20183
Strategic Blueprint, LLC 210.02%0.07%0.09%Q2 2021Q3 20233
TRUST CO OF OKLAHOMA 210.08%0.14%0.25%Q4 2022Q3 20233
Newbridge Financial Services Group, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
LVZ, Inc. 330.06%0.07%0.07%Q3 2017Q1 20183
Cavalier Investments, LLC 330.12%0.13%0.16%Q1 2017Q3 20173
First Personal Financial Services 330.00%0.00%0.00%Q3 2017Q1 20183
Hirtle Callaghan & Co LLC 210.00%0.00%0.00%Q4 2017Q1 20193
Concert Wealth Management Inc. 210.00%0.04%0.05%Q1 2014Q3 20163
Cape Investment Advisory, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
Independent Advisor Alliance 210.01%0.10%0.17%Q1 2017Q4 20193
Wealthcare Advisory Partners LLC 110.00%0.00%0.01%Q4 2017Q1 20213
Financial Architects, Inc 330.01%0.01%0.01%Q2 2017Q4 20173
ICA Group Wealth Management, LLC 330.00%0.00%0.00%Q4 2022Q2 20233
HUNTINGTON NATIONAL BANK 210.00%0.00%0.00%Q2 2015Q2 20183
FormulaFolio Investments, LLC 330.08%0.09%0.09%Q4 2017Q2 20183
Sargent Bickham Lagudis LLC 330.00%0.00%0.00%Q3 2021Q1 20223
Merit Financial Group, LLC 210.06%0.10%0.14%Q4 2019Q3 20233
HANCOCK WHITNEY INVESTMENT SERVICES INC. 330.05%0.10%0.14%Q4 2021Q2 20223
MEITAV INVESTMENT HOUSE LTD 330.01%0.01%0.01%Q1 2018Q3 20183
Halpern Financial, Inc. 220.01%0.01%0.01%Q3 2021Q4 20212
LexAurum Advisors, LLC 110.48%0.76%1.05%Q4 2017Q2 20212
Cutler Group LLC / CA 220.00%0.00%0.00%Q4 2016Q1 20172
LINCOLN NATIONAL CORP 220.01%0.01%0.01%Q1 2023Q2 20232
Venturi Wealth Management, LLC 220.11%0.11%0.11%Q3 2019Q4 20192
Walkner Condon Financial Advisors LLC 220.06%0.06%0.07%Q1 2022Q2 20222
New England Investment & Retirement Group, Inc. 222.04%3.10%4.16%Q2 2021Q3 20212
Lindbrook Capital, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Bullseye Investment Management, LLC 220.50%0.68%0.86%Q4 2021Q1 20222
Bartlett & Co. LLC 220.00%0.00%0.00%Q3 2015Q4 20152
Visionary Asset Management, Inc. 220.16%0.20%0.25%Q2 2014Q3 20142
Doyle Wealth Management 110.01%0.01%0.01%Q4 2018Q2 20192
Ancora Advisors LLC 110.00%0.00%0.00%Q3 2018Q1 20212
Polaris Wealth Advisory Group, LLC 220.00%0.00%0.00%Q1 2018Q2 20182
Anchor Investment Management, LLC 110.00%0.01%0.01%Q4 2021Q1 20232
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Apollon Wealth Management, LLC 220.04%0.04%0.04%Q1 2023Q2 20232
Donald L. Hagan, LLC 110.20%0.22%0.25%Q3 2018Q2 20192
VALLEY NATIONAL ADVISERS INC 220.00%0.00%0.01%Q2 2015Q3 20152
WBI INVESTMENTS, LLC 110.01%0.01%0.01%Q1 2015Q4 20152
SYNOVUS FINANCIAL CORP 220.00%0.00%0.00%Q2 2013Q3 20132
Strategic Wealth Partners, Ltd. 220.00%0.00%0.00%Q1 2018Q2 20182
IAMS WEALTH MANAGEMENT, LLC 110.11%0.30%0.49%Q4 2022Q2 20232
Monument Capital Management 220.16%0.17%0.18%Q2 2023Q3 20232
Summit Financial, LLC 220.06%0.06%0.06%Q2 2023Q3 20232
COMERICA SECURITIES,INC. 110.02%0.04%0.05%Q1 2019Q3 20192
RKL Wealth Management LLC 220.13%0.17%0.21%Q4 2016Q1 20172
THRIVENT FINANCIAL FOR LUTHERANS 220.00%0.00%0.00%Q2 2023Q3 20232
CreativeOne Wealth, LLC 110.37%0.39%0.40%Q2 2019Q4 20192
SIGNATUREFD, LLC 110.00%0.00%0.01%Q3 2014Q1 20182
Kraft, Davis & Associates, LLC 220.34%0.34%0.35%Q2 2023Q3 20232
Genesee Capital Advisors, LLC 220.08%0.09%0.09%Q4 2018Q1 20192
Partnervest Advisory Services LLC 220.01%0.02%0.02%Q1 2014Q2 20142
HARBOR INVESTMENT ADVISORY, LLC 220.01%0.01%0.01%Q4 2021Q1 20222
Bellwether Advisors, LLC 220.04%0.04%0.04%Q4 2022Q1 20232
STIFEL NICOLAUS & CO INC \MO\ 220.06%0.06%0.06%Q2 2013Q3 20132
Coppell Advisory Solutions Corp. 220.30%0.35%0.39%Q4 2022Q1 20232
MANAGED ACCOUNT ADVISORS LLC 220.00%0.00%0.00%Q1 2015Q2 20152
PCG Wealth Advisors, LLC 110.09%0.14%0.18%Q4 2021Q3 20222
Ayalon Insurance Comp Ltd. 220.08%0.09%0.10%Q4 2019Q1 20202
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
NEIRG Wealth Management, LLC 110.06%0.06%0.06%Q4 2021Q4 20211
1776 Wealth LLC 110.15%0.15%0.15%Q4 2021Q4 20211
KNIGHT CAPITAL GROUP LLC 110.02%0.02%0.02%Q2 2013Q2 20131
D'Orazio & Associates, Inc. 110.00%0.00%0.00%Q1 2019Q1 20191
Brookstone Capital Management 110.00%0.00%0.00%Q3 2015Q3 20151
Price Wealth, LLC 110.01%0.01%0.01%Q3 2019Q3 20191
Sound Income Strategies, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
BESSEMER GROUP INC 110.00%0.00%0.00%Q1 2023Q1 20231
Whitnell & Co. 110.01%0.01%0.01%Q4 2017Q4 20171
Chicago Partners Investment Group LLC 110.22%0.22%0.22%Q4 2015Q4 20151
Lee Financial Co 110.00%0.00%0.00%Q3 2023Q3 20231
Csenge Advisory Group 110.05%0.05%0.05%Q3 2023Q3 20231
Kore Private Wealth LLC 110.05%0.05%0.05%Q1 2020Q1 20201
Mutual Advisors, LLC 110.07%0.07%0.07%Q2 2019Q2 20191
FSB PREMIER WEALTH MANAGEMENT, INC. 110.05%0.05%0.05%Q4 2021Q4 20211
Legacy Advisors, LLC 110.02%0.02%0.02%Q4 2017Q4 20171
PEDDOCK CAPITAL ADVISORS, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Crosspoint Capital Strategies, LLC 110.41%0.41%0.41%Q4 2015Q4 20151
Concord Wealth Partners 110.00%0.00%0.00%Q4 2022Q4 20221
NATIONAL PLANNING CORP 110.00%0.00%0.00%Q4 2014Q4 20141
Parisi Gray Wealth Management 110.00%0.00%0.00%Q1 2018Q1 20181
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q3 2021Q3 20211
Heritage Trust Co 110.00%0.00%0.00%Q4 2017Q4 20171
ASSOCIATED BANC-CORP 110.00%0.00%0.00%Q3 2020Q3 20201
WFA Asset Management Corp 110.01%0.01%0.01%Q3 2023Q3 20231
OneAscent Financial Services LLC 110.35%0.35%0.35%Q2 2022Q2 20221
Ausdal Financial Partners, Inc. 110.02%0.02%0.02%Q4 2015Q4 20151
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.02%0.02%0.02%Q2 2019Q2 20191
Allegis Investment Advisors, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
Claybrook Capital, LLC 110.02%0.02%0.02%Q4 2018Q4 20181
ROWLAND CARMICHAEL ADVISORS INC /ADV 110.09%0.09%0.09%Q1 2016Q1 20161
CATALYST PRIVATE WEALTH, LLC 110.09%0.09%0.09%Q3 2020Q3 20201
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Columbia Asset Management 110.04%0.04%0.04%Q1 2019Q1 20191
WEALTHFRONT Corp 110.00%0.00%0.00%Q2 2015Q2 20151
Rehmann Capital Advisory Group 110.00%0.00%0.00%Q1 2018Q1 20181
Advisor Resource Council 110.07%0.07%0.07%Q2 2021Q2 20211
Pekin Hardy Strauss, Inc. 110.04%0.04%0.04%Q4 2014Q4 20141
Impact Partnership Wealth, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
1900 WEALTH MANAGEMENT LLC 110.03%0.03%0.03%Q2 2021Q2 20211
Ignite Planners, LLC 110.08%0.08%0.08%Q2 2023Q2 20231
SOCIETE GENERALE 110.01%0.01%0.01%Q2 2016Q2 20161
Integrated Wealth Concepts LLC 110.02%0.02%0.02%Q1 2022Q1 20221
Covington Capital Management 110.01%0.01%0.01%Q2 2021Q2 20211
OneAscent Wealth Management LLC 110.21%0.21%0.21%Q1 2022Q1 20221
Foundations Investment Advisors, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Equitable Holdings, Inc. 110.01%0.01%0.01%Q2 2020Q2 20201
Bridgeworth, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 110.02%0.02%0.02%Q1 2018Q1 20181
TRUSTCORE FINANCIAL SERVICES, LLC 110.01%0.01%0.01%Q2 2018Q2 20181
WOODWARD DIVERSIFIED CAPITAL, LLC 110.15%0.15%0.15%Q4 2021Q4 20211
HHM Wealth Advisors, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
NBC SECURITIES, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
BlackRock Institutional Trust Company, N.A. 110.00%0.00%0.00%Q2 2013Q2 20131
Kingsview Wealth Management, LLC 110.04%0.04%0.04%Q4 2019Q4 20191
Empowered Funds, LLC 111.54%1.54%1.54%Q2 2021Q2 20211
Camarda Financial Advisors, LLC 110.02%0.02%0.02%Q2 2019Q2 20191
Ameritas Investment Company, LLC 110.02%0.02%0.02%Q4 2018Q4 20181
EXENCIAL WEALTH ADVISORS, LLC 110.02%0.02%0.02%Q1 2013Q1 20131
IronBridge Private Wealth, LLC 111.86%1.86%1.86%Q3 2023Q3 20231
Urban Wealth Management, LLC 110.05%0.05%0.05%Q2 2022Q2 20221
Atomi Financial Group, Inc. 110.14%0.14%0.14%Q3 2023Q3 20231
CALTON & ASSOCIATES, INC. 110.00%0.00%0.00%Q4 2017Q4 20171
Strategic Capital Alternatives LLC 110.00%0.00%0.00%Q3 2014Q3 20141
Gradient Investments LLC 110.00%0.00%0.00%Q2 2013Q2 20131
RE Dickinson Investment Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Moser Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Voya Financial Advisors, Inc. 110.05%0.05%0.05%Q4 2016Q4 20161
BlackRock Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
Valeo Financial Advisors, LLC 110.00%0.00%0.00%Q3 2017Q3 20171
Aurora Investment Counsel 110.16%0.16%0.16%Q2 2019Q2 20191
Pinkerton Retirement Specialists, LLC 110.00%0.00%0.00%Q2 2017Q2 20171
LIBERTY WEALTH MANAGEMENT LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Oakworth Capital, Inc. 110.00%0.00%0.00%Q1 2020Q1 20201
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
DHJJ Financial Advisors, Ltd. 110.00%0.00%0.00%Q3 2023Q3 20231
Measured Wealth Private Client Group, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Winch Advisory Services, LLC 111.65%1.65%1.65%Q1 2019Q1 20191
Mariner, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
REGIONS FINANCIAL CORP 110.00%0.00%0.00%Q4 2017Q4 20171
Simplicity Solutions, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
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.