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%0.02%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.03%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.00%0.01%0.04%Q2 2013Q3 202342
LPL Financial LLC 42420.00%0.02%0.05%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.01%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.00%0.01%0.09%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.01%0.03%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 40400.00%0.00%0.00%Q4 2013Q3 202340
AMERIPRISE FINANCIAL INC 3090.00%0.00%0.01%Q2 2013Q3 202339
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1110.00%0.00%0.00%Q2 2013Q3 202339
FIFTH THIRD BANCORP 39390.00%0.00%0.00%Q1 2014Q3 202339
STIFEL FINANCIAL CORP 25120.00%0.01%0.06%Q1 2014Q3 202337
BENJAMIN F. EDWARDS & COMPANY, INC. 3020.00%0.14%0.54%Q2 2014Q3 202336
UBS Group AG 36360.00%0.00%0.01%Q4 2014Q3 202336
Tower Research Capital LLC (TRC) 2710.00%0.05%0.22%Q2 2014Q3 202336
Janney Montgomery Scott LLC 13110.00%0.02%0.07%Q3 2013Q3 202335
CITIGROUP INC 3010.00%0.00%0.00%Q2 2013Q2 202233
HighTower Advisors, LLC 1460.00%0.02%0.08%Q2 2013Q3 202332
Geneos Wealth Management Inc. 31310.00%0.01%0.04%Q1 2016Q3 202331
IFP Advisors, Inc 17140.00%0.01%0.04%Q4 2015Q3 202331
Raymond James Financial Services Advisors, Inc. 1610.00%0.02%0.09%Q2 2013Q3 202331
SignalPoint Asset Management, LLC 1710.05%0.87%2.73%Q2 2013Q3 202331
Baird Financial Group, Inc. 1510.00%0.01%0.04%Q2 2015Q3 202328
Cambridge Investment Research Advisors, Inc. 1410.00%0.01%0.05%Q2 2014Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.01%0.03%Q2 2013Q4 201927
SIGNATUREFD, LLC 2310.00%0.00%0.01%Q3 2014Q3 202327
GOLDMAN SACHS GROUP INC 1210.00%0.00%0.00%Q1 2014Q3 202327
NAVELLIER & ASSOCIATES INC 710.01%0.86%2.48%Q3 2012Q3 202326
Advisory Services Network, LLC 1310.00%0.05%0.32%Q4 2013Q1 202326
Parallel Advisors, LLC 26260.00%0.01%0.01%Q2 2017Q3 202326
Steward Partners Investment Advisory, LLC 1870.00%0.01%0.02%Q1 2017Q3 202325
JANE STREET GROUP, LLC 910.00%0.00%0.03%Q2 2014Q2 202325
OPPENHEIMER & CO INC 1160.01%0.03%0.06%Q2 2013Q3 202324
Citadel Advisors 610.00%0.00%0.00%Q4 2014Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.01%0.05%Q4 2017Q3 202324
Westside Investment Management, Inc. 1510.00%0.00%0.01%Q1 2017Q3 202324
Prospera Financial Services Inc 1320.01%0.10%0.43%Q2 2013Q1 202323
Private Advisor Group, LLC 910.00%0.02%0.11%Q4 2013Q3 202322
Stratos Wealth Partners, LTD. 1110.01%0.02%0.09%Q1 2016Q3 202322
Quad-Cities Investment Group, LLC 12100.53%0.75%1.36%Q1 2018Q3 202322
CWM, LLC 1010.00%0.01%0.09%Q4 2013Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.01%0.02%Q3 2018Q3 202321
Aveo Capital Partners, LLC 19190.03%0.32%0.89%Q1 2019Q3 202319
American Portfolios Advisors 1540.00%0.00%0.01%Q4 2017Q3 202219
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
RPg Family Wealth Advisory, LLC 630.04%0.18%0.47%Q4 2016Q3 202319
Regal Investment Advisors LLC 1020.02%0.09%0.21%Q2 2013Q3 202319
Cetera Advisor Networks LLC 1010.00%0.08%0.32%Q2 2016Q3 202318
WFG Advisors, LP 17170.00%0.01%0.01%Q2 2013Q2 201717
BB&T SECURITIES, LLC 1010.00%0.06%0.16%Q2 2013Q3 201817
MML INVESTORS SERVICES, LLC 1070.01%0.02%0.04%Q2 2017Q3 202317
NEXT Financial Group, Inc 610.00%0.02%0.07%Q2 2014Q4 202117
Cetera Advisors LLC 910.00%0.08%0.16%Q4 2016Q3 202316
NewSquare Capital LLC 970.00%0.38%2.00%Q4 2017Q3 202316
TRUIST FINANCIAL CORP 16160.00%0.01%0.05%Q4 2019Q3 202316
Monterey Private Wealth, Inc. 16160.48%0.58%0.99%Q4 2019Q3 202316
First Horizon Advisors, Inc. 610.00%0.06%0.46%Q3 2016Q3 202315
Advisors Preferred, LLC 410.01%0.24%1.56%Q4 2013Q4 202115
OSAIC HOLDINGS, INC. 15150.00%0.01%0.02%Q1 2020Q3 202315
Advisor Group, Inc. 15150.00%0.01%0.02%Q2 2016Q4 201915
LEVEL FOUR ADVISORY SERVICES, LLC 1320.01%0.05%0.09%Q4 2016Q2 202115
Beaumont Financial Partners, LLC 810.25%0.84%1.99%Q2 2013Q1 201815
Savior LLC 14140.00%4.60%9.16%Q4 2019Q1 202314
Astor Investment Management LLC 810.08%0.61%2.10%Q1 2014Q3 201814
US BANCORP \DE\ 510.00%0.00%0.00%Q4 2013Q3 202314
Fulcrum Equity Management 910.00%2.62%8.38%Q2 2019Q3 202314
SUNTRUST BANKS INC 1130.00%0.01%0.01%Q1 2014Q3 201914
CENTAURUS FINANCIAL, INC. 630.02%0.04%0.09%Q4 2017Q2 202313
WINTRUST INVESTMENTS LLC 940.06%0.11%0.21%Q4 2016Q1 202313
Atria Investments, Inc 1110.02%0.07%0.22%Q1 2014Q3 201813
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.01%0.12%0.20%Q3 2020Q3 202313
PRIVATE TRUST CO NA 760.01%0.01%0.02%Q1 2013Q3 202313
Hexagon Capital Partners LLC 13130.00%0.00%0.01%Q3 2020Q3 202313
BAROMETER CAPITAL MANAGEMENT INC. 510.05%0.16%0.24%Q4 2013Q3 202313
AE Wealth Management LLC 1210.00%0.01%0.09%Q4 2019Q3 202313
MSI Financial Services Inc 13130.00%0.01%0.02%Q4 2013Q4 201613
Risk Paradigm Group, LLC 1120.42%0.81%1.95%Q1 2015Q3 201813
Shamrock Asset Management LLC 940.00%1.93%7.59%Q4 2013Q3 201813
Global Financial Private Capital, Inc 750.00%0.02%0.12%Q1 2017Q2 202012
UBS ASSET MANAGEMENT AMERICAS INC 12120.00%0.00%0.00%Q4 2016Q3 201912
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 610.00%0.00%0.00%Q1 2014Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
Atlas Brown,Inc. 12120.11%0.12%0.14%Q4 2020Q3 202312
WealthTrust Fairport, LLC 750.00%0.16%0.32%Q2 2013Q1 201912
FDx Advisors, Inc. 660.01%0.10%0.35%Q2 2013Q1 201812
DB Wealth Management Group, LLC 12120.24%0.63%0.95%Q4 2020Q3 202312
BENJAMIN EDWARDS INC 750.00%0.03%0.06%Q3 2020Q3 202312
Kestra Advisory Services, LLC 1010.00%0.01%0.02%Q4 2020Q3 202311
Virtu Financial LLC 310.02%0.16%0.28%Q2 2014Q2 201811
Clarus Wealth Advisors 11110.14%0.18%0.24%Q4 2020Q2 202311
CREDIT SUISSE AG/ 11110.00%0.00%0.00%Q2 2013Q4 201511
DEUTSCHE BANK AG\ 650.00%0.00%0.00%Q3 2013Q1 201911
BlackRock Inc. 11110.00%0.00%0.00%Q1 2021Q3 202311
Allworth Financial LP 11110.00%0.00%0.00%Q3 2019Q1 202211
Spire Wealth Management 11110.01%0.02%0.04%Q1 2021Q3 202311
AVIANCE CAPITAL MANAGEMENT, LLC 810.00%0.06%0.27%Q4 2014Q1 201911
Virtu KCG Holdings LLC 810.01%0.01%0.03%Q2 2014Q2 201711
Rockefeller Capital Management L.P. 11110.01%0.01%0.02%Q1 2021Q3 202311
Capital Wealth Alliance, LLC 11110.39%0.75%1.09%Q1 2021Q3 202311
Global Retirement Partners, LLC 710.00%0.05%0.31%Q1 2018Q3 202311
D.B. Root & Company, LLC 710.08%0.23%0.70%Q4 2017Q1 202311
Creative Planning 710.00%0.00%0.01%Q1 2014Q3 202211
FMR LLC 530.00%0.00%0.00%Q2 2019Q3 202311
Southland Equity Partners LLC 11110.17%0.27%0.42%Q1 2021Q3 202311
Purus Wealth Management, LLC 10100.25%1.06%1.48%Q2 2021Q3 202310
Aurora Private Wealth, Inc. 10100.17%0.26%0.50%Q2 2021Q3 202310
Financial Management Professionals, Inc. 610.00%0.69%1.45%Q3 2016Q2 202310
Wagner Wealth Management, LLC 640.01%0.01%0.01%Q4 2017Q3 202310
NewEdge Advisors, LLC 10100.01%0.09%0.23%Q2 2021Q3 202310
Formidable Asset Management, LLC 10100.01%0.01%0.01%Q3 2013Q4 201510
UNITED CAPITAL FINANCIAL ADVISORS, LLC 10100.01%0.02%0.05%Q2 2016Q3 201810
MGO ONE SEVEN LLC 10100.02%0.09%0.22%Q2 2021Q3 202310
SG Americas Securities, LLC 310.00%0.01%0.02%Q2 2014Q4 201710
JPMORGAN CHASE & CO 730.00%0.00%0.00%Q2 2013Q3 202310
Arkadios Wealth Advisors 10100.03%0.05%0.09%Q2 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.00%0.07%0.11%Q1 2021Q3 202310
Royal Fund Management, LLC 720.00%0.09%0.57%Q4 2016Q4 20199
First Allied Advisory Services, Inc. 510.00%0.02%0.02%Q1 2014Q2 20189
QUADRANT CAPITAL GROUP LLC 990.00%0.00%0.01%Q4 2019Q4 20219
HL FINANCIAL SERVICES LLC 310.01%0.02%0.04%Q1 2014Q3 20189
Virtue Capital Management, LLC 310.68%0.98%1.52%Q4 2017Q1 20239
MANUFACTURERS LIFE INSURANCE COMPANY, THE 990.00%0.00%0.00%Q2 2016Q2 20189
Equitable Holdings, Inc. 990.00%0.01%0.01%Q3 2021Q3 20239
Qube Research & Technologies Ltd 720.00%0.01%0.04%Q2 2021Q3 20239
STEPHENS INC /AR/ 520.02%0.07%0.11%Q1 2014Q1 20229
Financial Advocates Investment Management 720.02%0.06%0.12%Q3 2020Q1 20239
Commonwealth Equity Services, Inc 610.00%0.00%0.00%Q2 2013Q3 20178
YARGER WEALTH STRATEGIES, LLC 880.29%0.64%1.01%Q4 2021Q3 20238
Pinnacle Family Advisors, LLC 610.53%2.08%3.98%Q4 2016Q1 20238
HFG Advisors, Inc. 880.79%0.87%1.03%Q4 2021Q3 20238
ETFIDEA, LLC 881.10%1.26%1.36%Q4 2021Q3 20238
Schrum Private Wealth Management LLC 880.45%0.53%0.58%Q4 2021Q3 20238
FAS Wealth Partners, Inc. 440.01%0.01%0.02%Q3 2021Q3 20238
Advisory Alpha, LLC 620.00%0.53%2.25%Q4 2017Q4 20198
MONECO Advisors, LLC 880.14%0.25%0.40%Q4 2021Q3 20238
PACIFIC SUN FINANCIAL CORP 210.11%0.19%0.32%Q1 2018Q2 20238
J.W. COLE ADVISORS, INC. 880.03%0.05%0.07%Q4 2021Q3 20238
Cornerstone Wealth Management, LLC 320.03%0.08%0.17%Q3 2016Q3 20238
WealthBridge Capital Management, LLC 530.10%0.19%0.28%Q4 2018Q2 20238
Banco Santander, S.A. 880.00%0.01%0.01%Q4 2021Q3 20238
Karp Capital Management Corp 880.02%1.23%1.96%Q1 2017Q4 20188
Crumly & Associates Inc. 880.70%3.09%4.24%Q4 2021Q3 20238
Empirical Asset Management, LLC 880.18%0.33%0.75%Q4 2021Q3 20238
B. Riley Wealth Advisors, Inc. 510.00%0.01%0.01%Q2 2014Q3 20237
Gradient Investments LLC 610.00%0.00%0.00%Q2 2013Q1 20177
Capital Investment Advisory Services, LLC 430.00%0.00%0.00%Q4 2021Q3 20237
Capital Asset Advisory Services LLC 610.00%0.00%0.00%Q4 2019Q4 20217
Placemark Investments, Inc. 770.01%0.13%0.26%Q2 2013Q4 20147
Sterling Manor Financial, LLC 770.52%1.24%3.19%Q4 2020Q2 20227
Paragon Private Wealth Management, LLC 771.11%3.26%4.40%Q4 2021Q2 20237
Independent Advisor Alliance 510.08%0.10%0.12%Q1 2017Q3 20227
First Heartland Consultants, Inc. 310.00%0.12%0.24%Q2 2013Q3 20237
Johnson Financial Group, Inc. 770.00%0.00%0.01%Q1 2015Q3 20167
SeaCrest Wealth Management, LLC 610.01%0.01%0.01%Q4 2017Q2 20227
NEW ENGLAND SECURITIES CORP /MA/ 770.01%0.01%0.02%Q2 2013Q4 20147
Transamerica Financial Advisors, Inc. 770.00%0.38%1.64%Q1 2022Q3 20237
D.A. DAVIDSON & CO. 770.00%0.06%0.14%Q1 2022Q3 20237
Raleigh Capital Management Inc. 770.00%0.00%0.00%Q1 2022Q3 20237
HARVEST GROUP WEALTH MANAGEMENT, LLC 770.00%0.67%1.07%Q4 2017Q2 20197
ARBOR CAPITAL MANAGEMENT INC /ADV 770.25%0.32%0.38%Q1 2022Q3 20237
MEITAV INVESTMENT HOUSE LTD 770.02%0.04%0.05%Q1 2022Q3 20237
MONEY CONCEPTS CAPITAL CORP 520.00%0.01%0.01%Q4 2020Q4 20227
Financial Enhancement Group LLC 310.00%0.20%0.81%Q4 2019Q4 20227
WESPAC Advisors, LLC 520.18%1.84%2.41%Q4 2013Q3 20187
Secure Asset Management, LLC 770.07%0.23%0.36%Q1 2022Q3 20237
LifePlan Financial Group, Inc 770.00%0.01%0.01%Q1 2019Q3 20207
Sowell Financial Services LLC 770.00%0.00%0.01%Q3 2019Q1 20217
B. Riley Wealth Management, Inc. 520.00%0.59%1.66%Q1 2014Q2 20227
WEALTHSOURCE PARTNERS, LLC 520.03%0.08%0.12%Q1 2017Q1 20237
Freedom Investment Management, Inc. 770.01%0.04%0.07%Q2 2014Q4 20157
PARAMETRIC PORTFOLIO ASSOCIATES LLC 770.00%0.05%0.10%Q2 2013Q4 20147
WEDBUSH SECURITIES INC 660.01%0.03%0.05%Q4 2021Q1 20236
Capital Analysts, LLC 660.00%0.00%0.01%Q4 2021Q1 20236
Flaharty Asset Management, LLC 660.04%0.05%0.05%Q1 2021Q2 20226
Cetera Investment Advisers 660.01%0.01%0.02%Q2 2022Q3 20236
FOCUS Wealth Advisors, LLC 661.55%1.69%1.80%Q2 2022Q3 20236
Stonebridge Financial Planning Group, LLC 660.42%0.47%0.55%Q2 2022Q3 20236
HRT FINANCIAL LP 410.00%0.05%0.20%Q3 2015Q2 20236
NWAM LLC 660.06%0.06%0.08%Q2 2022Q3 20236
Realta Investment Advisors 660.08%0.09%0.10%Q2 2022Q3 20236
CREATIVE FINANCIAL DESIGNS INC /ADV 660.06%0.07%0.08%Q2 2022Q3 20236
WMG Financial Advisors, LLC 660.37%0.76%1.24%Q2 2022Q3 20236
HERITAGE WEALTH MANAGEMENT, LLC 420.01%0.01%0.01%Q2 2021Q4 20226
PURSUE WEALTH PARTNERS LLC 660.12%0.18%0.23%Q4 2021Q1 20236
UBS AG 660.01%0.01%0.02%Q2 2013Q3 20146
Belpointe Asset Management LLC 660.02%0.02%0.03%Q2 2022Q3 20236
AdvisorNet Financial, Inc 660.00%0.00%0.00%Q2 2021Q3 20226
Baker Avenue Asset Management, LP 420.00%0.01%0.04%Q2 2015Q3 20236
Wealthcare Advisory Partners LLC 310.00%0.01%0.03%Q2 2018Q1 20236
VSR Financial Services, Inc. 510.05%0.19%0.42%Q3 2013Q2 20166
BLAIR WILLIAM & CO/IL 660.00%0.00%0.00%Q2 2022Q3 20236
Csenge Advisory Group 660.04%0.05%0.06%Q2 2022Q3 20236
O'Dell Group, LLC 660.01%3.94%5.24%Q4 2021Q1 20236
Piscataqua Savings Bank 660.02%0.02%0.02%Q2 2022Q3 20236
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 660.08%0.10%0.13%Q2 2022Q3 20236
MARINER INDEPENDENT ADVISOR NETWORK, LLC 330.03%0.12%0.34%Q3 2017Q2 20226
IronBridge Private Wealth, LLC 550.00%0.93%4.64%Q4 2020Q4 20215
WCG Wealth Advisors LLC 440.06%0.81%1.12%Q2 2022Q1 20235
TriaGen Wealth Management LLC 550.49%0.66%1.05%Q1 2022Q1 20235
Gladstone Institutional Advisory LLC 550.02%0.08%0.23%Q2 2022Q2 20235
Winch Advisory Services, LLC 550.01%1.21%2.16%Q1 2018Q1 20195
SPC Financial, Inc. 550.02%0.07%0.10%Q1 2022Q1 20235
Coppell Advisory Solutions LLC 410.01%0.36%1.28%Q4 2020Q3 20235
F-Squared Investment Management, LLC 553.71%5.72%8.39%Q3 2013Q3 20145
MinichMacGregor Wealth Management, LLC 550.23%0.96%1.71%Q1 2022Q1 20235
Kesler, Norman & Wride, LLC 550.19%0.26%0.29%Q3 2022Q3 20235
Certified Advisory Corp 550.07%0.14%0.21%Q2 2022Q2 20235
Investors Capital Advisory Services 550.04%0.04%0.05%Q2 2014Q2 20155
Newbridge Financial Services Group, Inc. 320.00%0.01%0.02%Q2 2022Q3 20235
Sigma Planning Corp 320.01%0.06%0.21%Q1 2022Q3 20235
ACG Wealth 550.09%0.10%0.12%Q3 2018Q3 20195
CEDAR CAPITAL, LLC 410.10%0.12%0.13%Q3 2016Q1 20185
Kovack Advisors, Inc. 550.02%0.06%0.08%Q1 2022Q1 20235
BANK OF NOVA SCOTIA 550.00%0.01%0.01%Q1 2022Q1 20235
CoreCap Advisors, LLC 550.04%0.14%0.28%Q4 2021Q4 20225
SEI INVESTMENTS CO 550.00%0.00%0.00%Q2 2017Q2 20185
FLOW TRADERS U.S. LLC 210.03%0.05%0.09%Q3 2020Q3 20235
Gateway Advisory, LLC 410.37%0.60%1.43%Q1 2022Q3 20235
FIRST TRUST ADVISORS LP 550.58%0.66%0.78%Q1 2022Q1 20235
Onyx Bridge Wealth Group LLC 440.10%0.29%0.56%Q2 2022Q1 20234
Farther Finance Advisors, LLC 440.06%0.13%0.22%Q4 2022Q3 20234
IHT Wealth Management, LLC 310.01%0.19%0.36%Q4 2016Q4 20214
Alexandria Capital, LLC 440.00%0.00%0.00%Q2 2013Q1 20144
Argentus Capital Management, LLC 210.00%0.08%0.15%Q1 2015Q3 20164
PGIM Custom Harvest LLC 440.02%0.02%0.02%Q4 2022Q3 20234
TUCKER ASSET MANAGEMENT LLC 110.00%0.01%0.01%Q4 2020Q1 20234
Strategic Asset Management, LLC 440.02%0.02%0.03%Q4 2021Q3 20224
TWO SIGMA SECURITIES, LLC 310.01%0.03%0.05%Q1 2017Q2 20234
WealthPLAN Partners, LLC 220.00%0.04%0.08%Q4 2021Q2 20234
Ameritas Advisory Services, LLC 440.01%0.06%0.08%Q2 2022Q1 20234
White Lighthouse Investment Management Inc. 440.11%0.12%0.13%Q4 2017Q3 20184
ARMSTRONG ADVISORY GROUP, INC 440.00%0.00%0.00%Q4 2022Q3 20234
Fortis Capital Advisors, LLC 440.18%0.19%0.20%Q4 2022Q3 20234
Winslow, Evans & Crocker, Inc. 440.04%0.05%0.07%Q4 2013Q3 20144
AlphaStar Capital Management, LLC 440.05%0.07%0.10%Q2 2019Q1 20204
Blue Trust, Inc. 440.00%0.00%0.00%Q4 2022Q3 20234
Householder Group Estate & Retirement Specialist, LLC 110.03%0.06%0.08%Q1 2022Q3 20234
Atria Wealth Solutions, Inc. 310.00%0.01%0.01%Q2 2022Q2 20234
Zullo Investment Group, Inc. 440.01%0.01%0.01%Q1 2022Q4 20224
Cypress Capital, LLC 440.09%0.10%0.11%Q3 2021Q2 20224
NATIONAL PLANNING CORP 220.04%0.06%0.08%Q1 2016Q1 20174
HAYS ADVISORY LLC 441.27%3.39%4.51%Q3 2016Q2 20174
DAVENPORT & Co LLC 440.00%0.01%0.01%Q4 2022Q3 20234
EATON VANCE MANAGEMENT 210.00%0.00%0.00%Q1 2021Q4 20213
STRINGER ASSET MANAGEMENT, LLC 333.91%4.15%4.38%Q4 2013Q2 20143
Hayden Royal, LLC 330.40%0.46%0.50%Q4 2020Q2 20213
Koshinski Asset Management, Inc. 330.00%0.00%0.00%Q3 2021Q1 20223
LINCOLN NATIONAL CORP 210.01%0.02%0.04%Q3 2021Q1 20233
Bay Harbor Wealth Management, LLC 210.00%0.01%0.01%Q4 2018Q1 20203
Semmax Financial Advisors Inc. 330.00%0.03%0.04%Q4 2018Q2 20193
CAPTRUST FINANCIAL ADVISORS 210.00%0.00%0.00%Q2 2018Q2 20223
Keystone Financial Group 330.05%0.05%0.06%Q4 2021Q2 20223
Ameritas Investment Company, LLC 110.01%0.02%0.04%Q4 2018Q1 20203
Stonehage Fleming (UK) Ltd 330.50%0.61%0.71%Q4 2013Q2 20143
Vestmark Advisory Solutions, Inc. 330.02%0.03%0.04%Q3 2022Q1 20233
Outlook Wealth Advisors, LLC 330.10%0.17%0.24%Q3 2022Q1 20233
SIMPLEX TRADING, LLC 210.00%0.00%0.00%Q3 2022Q3 20233
Register Financial Advisors LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Snowden Capital Advisors LLC 210.00%0.01%0.01%Q3 2019Q4 20213
Cape Investment Advisory, Inc. 330.01%0.01%0.02%Q1 2023Q3 20233
Well Done, LLC 210.03%0.06%0.09%Q4 2017Q4 20183
Wambolt & Associates, LLC 330.13%0.13%0.14%Q1 2023Q3 20233
Peterson Wealth Advisors, LLC 330.16%0.20%0.24%Q4 2017Q2 20183
BANK OF MONTREAL /CAN/ 110.00%0.00%0.00%Q1 2019Q4 20223
CIBC WORLD MARKET INC. 210.00%0.00%0.00%Q4 2016Q1 20223
Apeiron RIA LLC 330.12%0.12%0.13%Q1 2023Q3 20233
Orion Portfolio Solutions, LLC 330.00%0.00%0.00%Q4 2019Q2 20203
HUNTINGTON NATIONAL BANK 330.00%0.00%0.00%Q1 2022Q3 20223
Eagle Strategies LLC 210.07%0.10%0.11%Q2 2022Q1 20233
Cornerstone Planning Group LLC 210.21%1.46%2.23%Q4 2022Q3 20233
Cavalier Investments, LLC 330.13%0.14%0.16%Q1 2017Q3 20173
WILLNER & HELLER, LLC 330.32%0.44%0.55%Q2 2022Q4 20223
Avior Wealth Management, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Keel Point, LLC 210.05%0.05%0.06%Q2 2022Q1 20233
LexAurum Advisors, LLC 210.46%0.92%1.19%Q4 2017Q2 20213
MILLENNIUM MANAGEMENT LLC 110.00%0.00%0.00%Q2 2016Q1 20232
STIFEL NICOLAUS & CO INC \MO\ 220.06%0.06%0.06%Q2 2013Q3 20132
Occidental Asset Management, LLC 220.43%0.43%0.44%Q3 2019Q4 20192
CENTRAL TRUST Co 220.00%0.00%0.00%Q3 2016Q4 20162
Anchor Investment Management, LLC 110.00%0.00%0.00%Q4 2021Q1 20232
WealthPlan Investment Management, LLC 110.04%0.06%0.08%Q1 2022Q3 20222
Mutual Advisors, LLC 110.05%0.05%0.05%Q4 2020Q1 20222
StoneX Group Inc. 220.13%0.14%0.14%Q1 2023Q2 20232
Global Wealth Management Investment Advisory, Inc. 220.01%0.01%0.01%Q4 2018Q1 20192
Barber Financial Group, Inc. 110.10%1.94%3.78%Q1 2018Q3 20182
MISSION WEALTH MANAGEMENT, LP 220.01%0.01%0.02%Q4 2021Q1 20222
Apollon Wealth Management, LLC 220.04%0.04%0.04%Q1 2023Q2 20232
Bullseye Investment Management, LLC 223.64%3.91%4.19%Q4 2021Q1 20222
FormulaFolio Investments, LLC 110.01%0.09%0.17%Q1 2019Q4 20202
Brookstone Capital Management 220.01%0.01%0.01%Q4 2022Q1 20232
Walleye Capital LLC 220.01%0.01%0.01%Q1 2022Q2 20222
Bellwether Investment Group, LLC 110.01%0.01%0.01%Q2 2016Q4 20162
Doyle Wealth Management 110.01%0.01%0.01%Q4 2018Q2 20192
Private Advisory Group LLC 110.12%0.13%0.14%Q2 2022Q1 20232
Simplicity Solutions, LLC 110.00%0.01%0.01%Q4 2019Q4 20202
Cyndeo Wealth Partners, LLC 220.70%0.70%0.71%Q4 2022Q1 20232
Marks Wealth, LLC 220.08%0.08%0.08%Q1 2021Q2 20212
Western Wealth Management, LLC 220.01%0.10%0.18%Q1 2022Q2 20222
Bellwether Advisors, LLC 220.01%0.01%0.01%Q4 2022Q1 20232
Bartlett & Co. LLC 220.00%0.00%0.00%Q3 2015Q4 20152
Simply Money Advisors 220.00%0.00%0.00%Q2 2013Q3 20132
BAIRD ROBERT W & CO INC /WI/ 220.01%0.01%0.01%Q1 2014Q2 20142
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 110.85%1.06%1.26%Q1 2022Q3 20232
FIFTH THIRD SECURITIES, INC. 220.20%0.21%0.21%Q1 2017Q2 20172
BARCLAYS PLC 220.00%0.00%0.00%Q2 2021Q3 20212
Triumph Capital Management 220.14%0.38%0.62%Q2 2022Q3 20222
Tortoise Investment Management, LLC 220.00%0.00%0.00%Q4 2012Q1 20132
Brendel Financial Advisors LLC 220.48%0.48%0.49%Q1 2022Q2 20222
Private Capital Group, LLC 220.00%0.00%0.00%Q3 2018Q4 20182
Telos Capital Management, Inc. 220.56%0.56%0.56%Q1 2018Q2 20182
Petix & Botte Co 220.09%0.09%0.09%Q2 2023Q3 20232
Lindbrook Capital, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Jefferies Group LLC 110.01%0.01%0.01%Q3 2013Q2 20142
SYNOVUS FINANCIAL CORP 220.00%0.00%0.00%Q2 2021Q3 20212
Nilsine Partners, LLC 220.07%0.31%0.55%Q1 2023Q2 20232
ICA Group Wealth Management, LLC 220.01%0.01%0.01%Q4 2022Q1 20232
Coppell Advisory Solutions Corp. 220.01%0.09%0.17%Q4 2022Q1 20232
Kavar Capital Partners, LLC 220.01%0.01%0.01%Q1 2018Q2 20182
Monument Capital Management 220.15%0.16%0.17%Q2 2023Q3 20232
Founders Financial Alliance, LLC 220.04%0.05%0.06%Q1 2023Q2 20232
Camarda Financial Advisors, LLC 220.01%0.02%0.02%Q1 2019Q2 20192
S.C. Financial Services, Inc. 220.46%0.47%0.49%Q2 2022Q3 20222
Jaffetilchin Investment Partners, LLC 110.08%0.13%0.18%Q3 2014Q3 20162
Leelyn Smith, LLC 110.12%0.12%0.13%Q2 2022Q1 20232
Chessman Wealth Strategies RIA 110.00%2.21%4.42%Q1 2018Q3 20182
WealthShield Partners, LLC 220.14%0.18%0.22%Q4 2017Q1 20182
Aspire Private Capital, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
Advisor Resource Council 110.02%0.06%0.10%Q2 2021Q4 20212
BESSEMER GROUP INC 110.00%0.00%0.00%Q2 2022Q1 20232
CreativeOne Wealth, LLC 110.11%0.24%0.37%Q4 2019Q4 20212
Renaissance Technologies 220.00%0.00%0.00%Q2 2022Q3 20222
TRUST CO OF OKLAHOMA 110.09%0.09%0.09%Q4 2022Q4 20221
CALTON & ASSOCIATES, INC. 110.00%0.00%0.00%Q4 2017Q4 20171
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 110.01%0.01%0.01%Q4 2017Q4 20171
Legacy Capital Group California, Inc. 110.69%0.69%0.69%Q1 2023Q1 20231
Kessler Investment Group, LLC 110.06%0.06%0.06%Q3 2013Q3 20131
Urban Wealth Management, LLC 110.05%0.05%0.05%Q2 2022Q2 20221
Insight Advisors, LLC/ PA 110.08%0.08%0.08%Q2 2021Q2 20211
Executive Wealth Management, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
L.M. KOHN & COMPANY 110.09%0.09%0.09%Q1 2022Q1 20221
Independent Portfolio Consultants, Inc. 110.01%0.01%0.01%Q1 2017Q1 20171
Level Financial Advisors 110.00%0.00%0.00%Q4 2022Q4 20221
RiverTree Advisors, LLC 111.30%1.30%1.30%Q2 2022Q2 20221
Prosperity Financial Group, Inc. 111.11%1.11%1.11%Q4 2022Q4 20221
Penserra Capital Management LLC 110.00%0.00%0.00%Q2 2021Q2 20211
BlackRock Institutional Trust Company, N.A. 110.00%0.00%0.00%Q2 2014Q2 20141
Pinnacle Bancorp, Inc. 110.04%0.04%0.04%Q2 2022Q2 20221
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
DHJJ Financial Advisors, Ltd. 110.00%0.00%0.00%Q3 2023Q3 20231
DAYMARK WEALTH PARTNERS, LLC 110.04%0.04%0.04%Q4 2022Q4 20221
NBC SECURITIES, INC. 110.09%0.09%0.09%Q3 2023Q3 20231
Investmark Advisory Group LLC 110.54%0.54%0.54%Q4 2022Q4 20221
WBI INVESTMENTS, LLC 110.02%0.02%0.02%Q2 2016Q2 20161
Y.D. More Investments Ltd 110.16%0.16%0.16%Q4 2022Q4 20221
Foundations Investment Advisors, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Hilltop Holdings Inc. 110.38%0.38%0.38%Q2 2018Q2 20181
TWO SIGMA INVESTMENTS, LP 110.00%0.00%0.00%Q2 2023Q2 20231
Good Life Advisors, LLC 111.17%1.17%1.17%Q2 2022Q2 20221
IAMS WEALTH MANAGEMENT, LLC 110.11%0.11%0.11%Q2 2023Q2 20231
ATWOOD & PALMER INC 110.02%0.02%0.02%Q1 2023Q1 20231
Fiduciary Alliance LLC 110.00%0.00%0.00%Q2 2023Q2 20231
AVANTAX ADVISORY SERVICES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Syntal Capital Partners, LLC 110.15%0.15%0.15%Q3 2018Q3 20181
Ground Swell Capital, LLC 110.03%0.03%0.03%Q2 2014Q2 20141
Impact Partnership Wealth, LLC 110.07%0.07%0.07%Q3 2023Q3 20231
Harvest Investment Services, LLC 110.09%0.09%0.09%Q2 2021Q2 20211
Dynamic Technology Lab Private Ltd 110.02%0.02%0.02%Q1 2023Q1 20231
Pekin Hardy Strauss, Inc. 110.04%0.04%0.04%Q4 2014Q4 20141
Wealth Quarterback LLC 110.00%0.00%0.00%Q4 2019Q4 20191
WEALTHFRONT Corp 110.00%0.00%0.00%Q2 2015Q2 20151
Rehmann Capital Advisory Group 110.00%0.00%0.00%Q2 2019Q2 20191
SRS Capital Advisors, Inc. 110.00%0.00%0.00%Q2 2019Q2 20191
LEVEL FOUR FINANCIAL, LLC 110.36%0.36%0.36%Q1 2021Q1 20211
BBVA USA Bancshares, Inc. 110.34%0.34%0.34%Q4 2014Q4 20141
Kore Private Wealth LLC 110.05%0.05%0.05%Q1 2020Q1 20201
JNBA Financial Advisors 110.00%0.00%0.00%Q3 2016Q3 20161
Halpern Financial, Inc. 110.01%0.01%0.01%Q3 2021Q3 20211
Crosspoint Capital Strategies, LLC 110.17%0.17%0.17%Q4 2015Q4 20151
AXXCESS WEALTH MANAGEMENT, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Kingsview Wealth Management, LLC 110.09%0.09%0.09%Q2 2022Q2 20221
Buffington Mohr McNeal 110.00%0.00%0.00%Q1 2019Q1 20191
Copperwynd Financial, LLC 111.72%1.72%1.72%Q1 2018Q1 20181
BDO Wealth Advisors, LLC 110.00%0.00%0.00%Q2 2017Q2 20171
FORTEM FINANCIAL GROUP, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q3 2021Q3 20211
WFA Asset Management Corp 110.01%0.01%0.01%Q3 2023Q3 20231
OneDigital Investment Advisors LLC 110.01%0.01%0.01%Q2 2022Q2 20221
MARSHALL WACE, LLP 110.00%0.00%0.00%Q4 2021Q4 20211
DRW Securities, LLC 110.03%0.03%0.03%Q2 2013Q2 20131
WASHINGTON TRUST Co 110.00%0.00%0.00%Q2 2021Q2 20211
OLD MISSION CAPITAL LLC 110.05%0.05%0.05%Q2 2022Q2 20221
GTS SECURITIES LLC 110.02%0.02%0.02%Q2 2023Q2 20231
AMERICAN NATIONAL BANK 110.00%0.00%0.00%Q3 2023Q3 20231
ROWLAND CARMICHAEL ADVISORS INC /ADV 110.03%0.03%0.03%Q1 2016Q1 20161
Argent Trust Co 110.01%0.01%0.01%Q1 2022Q1 20221
SOCIETE GENERALE 110.01%0.01%0.01%Q2 2016Q2 20161
WIN ADVISORS, INC 110.00%0.00%0.00%Q4 2021Q4 20211
CX Institutional 110.04%0.04%0.04%Q2 2022Q2 20221
Strategic Capital Alternatives LLC 110.00%0.00%0.00%Q3 2014Q3 20141
Timber Hill LLC 110.00%0.00%0.00%Q2 2013Q2 20131
Visionary Asset Management, Inc. 110.22%0.22%0.22%Q3 2016Q3 20161
KNIGHT CAPITAL GROUP LLC 110.02%0.02%0.02%Q2 2013Q2 20131
WESPAC Advisors SoCal, LLC 110.01%0.01%0.01%Q1 2018Q1 20181
Heritage Financial Services, LLC 110.04%0.04%0.04%Q2 2022Q2 20221
IFC Holdings Incorporated/FL 110.02%0.02%0.02%Q4 2016Q4 20161
Claybrook Capital, LLC 110.03%0.03%0.03%Q4 2018Q4 20181
Strategic Blueprint, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Moser Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
SILVER OAK SECURITIES, INCORPORATED 110.51%0.51%0.51%Q1 2022Q1 20221
Larson Financial Group LLC 110.00%0.00%0.00%Q1 2021Q1 20211
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.