FIRST TR EXCHANGE TRADED FD shareholder history

Current and past FIRST TR EXCHANGE TRADED FD shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 2110.00%0.00%0.00%Q2 2013Q3 202343
LPL Financial LLC 42420.00%0.02%0.09%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.01%0.04%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.01%0.04%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.01%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.02%0.07%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.00%0.01%0.09%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.00%0.01%0.03%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 3910.00%0.03%0.14%Q2 2013Q3 202340
STIFEL FINANCIAL CORP 3610.00%0.01%0.06%Q1 2014Q3 202337
UBS Group AG 36360.00%0.01%0.04%Q4 2014Q3 202336
Private Advisor Group, LLC 1510.00%0.02%0.10%Q1 2014Q3 202336
Regal Investment Advisors LLC 1610.00%0.10%0.59%Q2 2013Q3 202336
PNC FINANCIAL SERVICES GROUP, INC. 3410.00%0.00%0.00%Q4 2014Q3 202335
Janney Montgomery Scott LLC 2910.00%0.05%0.30%Q3 2013Q3 202333
Tower Research Capital LLC (TRC) 1420.00%0.09%0.54%Q4 2014Q3 202333
Raymond James Financial Services Advisors, Inc. 3210.00%0.05%0.26%Q2 2013Q3 202333
Transamerica Financial Advisors, Inc. 3110.00%0.36%1.96%Q2 2015Q3 202332
Prospera Financial Services Inc 2010.01%0.14%0.57%Q3 2013Q3 202332
IFP Advisors, Inc 17140.01%0.02%0.05%Q4 2015Q3 202331
CITIGROUP INC 2710.00%0.00%0.00%Q2 2013Q1 202331
Geneos Wealth Management Inc. 31310.00%0.00%0.01%Q1 2016Q3 202331
NewEdge Advisors, LLC 31310.01%0.23%1.13%Q1 2016Q3 202331
BENJAMIN F. EDWARDS & COMPANY, INC. 1420.00%0.14%0.51%Q2 2013Q3 202331
GOLDMAN SACHS GROUP INC 1210.00%0.00%0.01%Q3 2013Q2 202331
Baird Financial Group, Inc. 2180.00%0.02%0.04%Q4 2015Q2 202329
SignalPoint Asset Management, LLC 17110.08%0.76%2.20%Q2 2013Q3 202328
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.02%0.04%Q2 2013Q4 201927
CWM, LLC 1030.00%0.07%0.50%Q1 2016Q3 202327
NEXT Financial Group, Inc 850.00%0.01%0.18%Q2 2014Q4 202126
MML INVESTORS SERVICES, LLC 26260.00%0.06%0.66%Q2 2017Q3 202326
Tortoise Investment Management, LLC 26260.00%0.00%0.00%Q4 2012Q1 201926
JPMORGAN CHASE & CO 1410.00%0.00%0.00%Q4 2015Q3 202325
Winslow, Evans & Crocker, Inc. 25250.00%0.01%0.05%Q4 2013Q4 201925
Citadel Advisors 810.00%0.00%0.01%Q3 2014Q3 202325
Parkside Financial Bank & Trust 25250.01%0.02%0.02%Q1 2016Q1 202225
Steward Partners Investment Advisory, LLC 25250.00%0.01%0.02%Q3 2017Q3 202325
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.01%0.06%Q4 2017Q3 202324
Advisory Services Network, LLC 1310.00%0.05%0.26%Q4 2014Q1 202323
Cetera Advisor Networks LLC 13100.00%0.02%0.06%Q4 2017Q3 202323
BLAIR WILLIAM & CO/IL 23230.00%0.00%0.00%Q1 2018Q3 202323
JANE STREET GROUP, LLC 910.00%0.00%0.02%Q3 2014Q3 202322
HighTower Advisors, LLC 910.00%0.02%0.06%Q2 2014Q4 202222
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1110.00%0.00%0.01%Q3 2013Q3 202322
Burt Wealth Advisors 22220.01%0.01%0.02%Q4 2014Q1 202022
Capital Investment Advisory Services, LLC 1480.00%0.08%0.34%Q1 2017Q3 202322
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.01%0.01%Q3 2018Q3 202321
American Portfolios Advisors 20200.00%0.01%0.01%Q4 2017Q3 202220
NewSquare Capital LLC 1910.00%1.55%4.00%Q1 2016Q4 202120
Koshinski Asset Management, Inc. 1510.01%0.21%0.36%Q4 2014Q1 202220
BB&T SECURITIES, LLC 1510.01%0.06%0.19%Q2 2013Q3 201920
LifePlan Financial Group, Inc 19190.02%0.62%2.75%Q1 2016Q3 202019
Western Wealth Management, LLC 1180.02%0.05%0.08%Q4 2018Q3 202319
ATWOOD & PALMER INC 19190.00%0.12%0.30%Q1 2016Q3 202019
FMR LLC 1810.00%0.00%0.00%Q4 2018Q3 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
AdvisorNet Financial, Inc 18180.00%0.00%0.01%Q4 2017Q1 202218
CREDIT SUISSE AG/ 18180.00%0.00%0.01%Q2 2013Q3 201718
Milestone Advisory Partners 18180.14%0.29%0.46%Q2 2019Q3 202318
Commonwealth Equity Services, Inc 1520.00%0.01%0.01%Q2 2013Q3 201717
MinichMacGregor Wealth Management, LLC 1120.00%0.87%1.92%Q1 2016Q4 202217
Rehmann Capital Advisory Group 1020.01%0.10%0.34%Q1 2018Q3 202317
NAVELLIER & ASSOCIATES INC 610.01%0.23%1.71%Q3 2012Q4 201917
CULLEN/FROST BANKERS, INC. 17170.00%0.00%0.00%Q1 2019Q1 202317
J Arnold Wealth Management Co 16160.21%2.90%11.04%Q4 2019Q3 202316
TRUIST FINANCIAL CORP 16160.00%0.01%0.02%Q4 2019Q3 202316
Virtu Financial LLC 310.02%0.10%0.24%Q2 2013Q3 201915
OSAIC HOLDINGS, INC. 15150.00%0.01%0.02%Q1 2020Q3 202315
PACIFIC SUN FINANCIAL CORP 610.14%0.25%0.46%Q1 2018Q2 202315
SG Americas Securities, LLC 1120.00%0.01%0.04%Q2 2014Q2 201815
IFC Holdings Incorporated/FL 870.05%0.12%0.37%Q2 2013Q3 201715
Advisor Group, Inc. 15150.00%0.02%0.03%Q2 2016Q4 201915
MANUFACTURERS LIFE INSURANCE COMPANY, THE 14140.00%0.00%0.00%Q1 2015Q2 201814
UNITED CAPITAL FINANCIAL ADVISORS, LLC 710.00%0.01%0.04%Q2 2014Q2 202014
SRS Capital Advisors, Inc. 1040.00%0.00%0.01%Q1 2020Q3 202314
Hudock, Inc. 14140.00%0.06%0.49%Q1 2016Q2 201914
WFG Advisors, LP 860.00%0.03%0.10%Q2 2013Q2 201714
StrategIQ Financial Group, LLC 14140.05%0.11%0.17%Q2 2020Q3 202314
Cetera Advisors LLC 410.00%0.03%0.11%Q4 2014Q4 202213
HL FINANCIAL SERVICES LLC 13130.01%0.05%0.11%Q1 2016Q1 201913
ACG Wealth 13130.04%0.18%0.56%Q3 2019Q3 202213
Beaumont Financial Partners, LLC 410.02%0.55%1.62%Q2 2013Q2 202113
B. Riley Wealth Advisors, Inc. 1120.01%0.07%0.10%Q2 2013Q3 201613
Rockefeller Capital Management L.P. 13130.00%0.00%0.01%Q4 2019Q4 202213
Bell Rock Capital LLC 13130.00%0.00%0.01%Q4 2016Q4 201913
RiverFront Investment Group, LLC 13130.86%1.07%1.66%Q2 2016Q2 201913
CENTAURUS FINANCIAL, INC. 610.01%0.04%0.24%Q4 2018Q2 202313
WHITTIER TRUST CO OF NEVADA INC 13130.00%0.00%0.01%Q1 2018Q1 202113
MSI Financial Services Inc 13130.00%0.28%1.02%Q4 2013Q4 201613
Valeo Financial Advisors, LLC 13130.00%0.00%0.00%Q1 2018Q1 202113
Virtue Capital Management, LLC 510.29%0.89%2.36%Q4 2018Q4 202212
Qube Research & Technologies Ltd 810.00%0.00%0.01%Q1 2020Q3 202312
Virtu KCG Holdings LLC 510.01%0.02%0.06%Q3 2013Q2 201712
Gradient Investments LLC 1110.00%0.00%0.00%Q2 2013Q3 202312
Meridian Wealth Management, LLC 12120.02%0.04%0.05%Q4 2020Q3 202312
First Allied Advisory Services, Inc. 810.01%0.01%0.03%Q1 2016Q4 201912
Key FInancial Inc 12120.00%0.00%0.00%Q4 2020Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
Advocacy Wealth Management Services, LLC 840.00%0.01%0.01%Q2 2016Q2 201912
Kovack Advisors, Inc. 720.04%0.14%0.44%Q1 2016Q3 202212
Astor Investment Management LLC 650.10%0.68%1.22%Q1 2014Q2 201711
Advisory Alpha, LLC 1010.00%0.27%0.50%Q4 2017Q3 202011
Spire Wealth Management 11110.01%0.01%0.02%Q1 2021Q3 202311
BANK OF MONTREAL /CAN/ 710.00%0.02%0.05%Q1 2016Q3 202311
STEPHENS INC /AR/ 740.01%0.02%0.05%Q2 2014Q3 201711
Newbridge Financial Services Group, Inc. 1010.02%0.02%0.03%Q3 2020Q3 202311
Royal Fund Management, LLC 650.00%0.10%0.35%Q4 2016Q4 201911
MTM Investment Management, LLC 11110.06%0.09%0.11%Q4 2020Q2 202311
Risk Paradigm Group, LLC 650.02%1.12%4.67%Q2 2015Q1 201811
FIRST TRUST ADVISORS LP 740.75%1.45%2.23%Q1 2016Q1 202011
FOUNDERS FINANCIAL SECURITIES LLC 740.07%0.24%0.33%Q1 2016Q1 202011
FIFTH THIRD BANCORP 510.00%0.00%0.00%Q2 2016Q4 202111
TWO SIGMA SECURITIES, LLC 310.00%0.05%0.30%Q2 2016Q4 202011
Shamrock Asset Management LLC 310.01%5.21%10.04%Q2 2014Q3 201910
HARBOUR INVESTMENTS, INC. 640.01%0.24%0.61%Q1 2021Q3 202310
Horizon Investments, LLC 730.02%0.04%0.06%Q1 2016Q4 201910
RPg Family Wealth Advisory, LLC 410.05%0.15%0.22%Q1 2017Q2 202310
OPPENHEIMER & CO INC 640.00%0.02%0.04%Q2 2016Q2 202310
EPG Wealth Management LLC 910.03%0.07%0.10%Q1 2020Q3 202310
DB Wealth Management Group, LLC 640.10%0.36%0.64%Q4 2020Q3 202310
Cornerstone Wealth Management, LLC 990.01%0.07%0.13%Q2 2018Q2 20209
Realta Investment Advisors 520.00%0.06%0.14%Q2 2019Q3 20239
FLOW TRADERS U.S. LLC 510.02%0.05%0.11%Q2 2020Q3 20239
Stonebridge Financial Planning Group, LLC 990.03%0.15%0.35%Q4 2019Q4 20219
Advisors Preferred, LLC 410.02%0.09%0.27%Q2 2014Q1 20239
Kestra Advisory Services, LLC 990.00%0.03%0.09%Q3 2021Q3 20239
Clarus Wealth Advisors 990.14%0.18%0.23%Q1 2021Q1 20239
OLD NATIONAL BANCORP /IN/ 990.01%0.02%0.04%Q2 2014Q2 20169
COTTONWOOD CAPITAL ADVISORS, LLC 880.39%0.48%0.53%Q4 2021Q3 20238
MILLENNIUM MANAGEMENT LLC 610.00%0.00%0.01%Q1 2015Q3 20198
Concorde Asset Management, LLC 310.22%1.16%2.64%Q4 2014Q3 20238
AVIANCE CAPITAL MANAGEMENT, LLC 310.00%0.02%0.06%Q4 2014Q1 20198
NATIONAL PLANNING CORP 610.00%0.02%0.03%Q2 2014Q1 20178
WEALTH EFFECTS LLC 880.10%0.12%0.14%Q4 2021Q3 20238
First Heartland Consultants, Inc. 410.03%0.14%0.32%Q2 2013Q4 20168
Vestmark Advisory Solutions, Inc. 620.02%0.08%0.22%Q1 2019Q3 20238
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 880.05%0.77%1.02%Q1 2020Q4 20218
SPC Financial, Inc. 440.12%0.23%0.34%Q4 2016Q1 20208
WMG Financial Advisors, LLC 880.18%0.78%1.38%Q4 2021Q3 20238
Schrum Private Wealth Management LLC 880.25%0.30%0.33%Q4 2021Q3 20238
GIRARD SECURITIES, INC. 880.70%0.79%0.87%Q4 2015Q3 20178
Arkadios Wealth Advisors 530.02%0.04%0.07%Q4 2019Q4 20218
AMERIPRISE FINANCIAL INC 710.00%0.00%0.01%Q2 2013Q3 20178
O'Dell Group, LLC 442.93%4.94%6.39%Q4 2016Q1 20208
Financial Enhancement Group LLC 420.00%1.10%3.69%Q2 2015Q3 20228
AE Wealth Management LLC 310.00%0.03%0.08%Q2 2019Q3 20237
AlphaStar Capital Management, LLC 520.06%0.26%0.62%Q1 2018Q1 20207
PSI Advisors, LLC 770.02%0.11%0.14%Q1 2022Q3 20237
SeaCrest Wealth Management, LLC 610.01%0.01%0.02%Q4 2017Q2 20227
Johnson Financial Group, Inc. 770.00%0.00%0.00%Q1 2015Q3 20167
WealthTrust Fairport, LLC 770.05%0.06%0.07%Q1 2016Q3 20177
HB Wealth Management, LLC 770.01%0.01%0.01%Q1 2022Q3 20237
Gateway Advisory, LLC 430.71%1.13%1.74%Q1 2017Q1 20207
FDx Advisors, Inc. 310.01%0.10%0.32%Q2 2013Q3 20177
MONEY CONCEPTS CAPITAL CORP 520.00%0.00%0.00%Q4 2020Q4 20227
Eudaimonia Partners, LLC 610.01%0.02%0.05%Q4 2019Q2 20227
SUNTRUST BANKS INC 770.00%0.01%0.04%Q1 2018Q3 20197
Sowell Financial Services LLC 770.00%0.00%0.02%Q3 2019Q1 20217
Ballew Advisors, Inc 770.30%0.35%0.45%Q4 2017Q2 20197
MGO ONE SEVEN LLC 410.03%0.16%0.30%Q4 2017Q1 20207
PRIVATE TRUST CO NA 610.00%0.01%0.06%Q3 2016Q3 20237
Ancora Advisors LLC 770.00%0.00%0.00%Q1 2022Q3 20237
First Horizon Advisors, Inc. 430.00%0.60%1.21%Q4 2014Q4 20167
&PARTNERS 770.14%0.25%0.37%Q3 2020Q1 20227
Simplicity Solutions, LLC 210.02%0.30%1.51%Q4 2014Q4 20207
Visionary Asset Management, Inc. 420.10%0.22%0.30%Q4 2014Q4 20166
Financial Architects, Inc 660.00%0.01%0.02%Q2 2016Q3 20176
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
Creative Planning 310.00%0.00%0.00%Q3 2014Q3 20226
FLAGSHIP HARBOR ADVISORS, LLC 510.00%0.00%0.00%Q2 2018Q4 20196
CEDAR CAPITAL, LLC 410.10%0.14%0.24%Q1 2016Q1 20186
StoneX Group Inc. 420.08%0.26%0.42%Q2 2017Q1 20206
NEW ENGLAND SECURITIES CORP /MA/ 510.01%0.08%0.24%Q2 2013Q4 20146
Claraphi Advisory Network, LLC 510.22%0.44%0.63%Q1 2019Q4 20226
Atria Investments, Inc 660.02%0.05%0.14%Q1 2016Q2 20176
Independent Advisor Alliance 510.00%0.12%0.20%Q1 2017Q4 20196
D.A. DAVIDSON & CO. 660.01%0.01%0.01%Q1 2016Q2 20176
Sigma Planning Corp 310.04%0.08%0.12%Q3 2016Q3 20226
Quad-Cities Investment Group, LLC 660.01%0.01%0.03%Q2 2018Q3 20196
Larson Financial Group LLC 510.00%0.00%0.00%Q2 2019Q1 20216
Walleye Trading LLC 660.00%0.00%0.00%Q3 2014Q4 20156
LEVEL FOUR ADVISORY SERVICES, LLC 660.02%0.03%0.04%Q4 2016Q1 20186
Stratos Wealth Partners, LTD. 510.01%0.01%0.02%Q1 2017Q3 20186
HAYS ADVISORY LLC 422.75%3.69%4.39%Q4 2014Q4 20166
Moloney Securities Asset Management, LLC 660.07%0.11%0.14%Q2 2022Q3 20236
J.W. COLE ADVISORS, INC. 660.02%0.05%0.08%Q2 2022Q3 20236
Madden Advisory Services, Inc. 310.03%0.04%0.05%Q2 2014Q1 20176
TUCKER ASSET MANAGEMENT LLC 510.00%0.00%0.01%Q2 2021Q2 20236
Fulcrum Equity Management 420.00%0.34%0.82%Q1 2019Q3 20206
Independent Portfolio Consultants, Inc. 320.01%0.01%0.02%Q4 2014Q4 20165
Dorsey Wright & Associates 320.36%0.46%0.58%Q1 2017Q3 20195
Csenge Advisory Group 550.34%0.36%0.39%Q3 2022Q3 20235
US BANCORP \DE\ 110.00%0.00%0.00%Q2 2014Q3 20195
Cetera Investment Advisers 550.01%0.01%0.02%Q3 2022Q3 20235
BB&T INVESTMENT SERVICES, INC. 550.01%0.01%0.01%Q4 2016Q4 20175
Kesler, Norman & Wride, LLC 550.15%0.17%0.19%Q3 2022Q3 20235
Wealthcare Advisory Partners LLC 310.00%0.01%0.02%Q1 2020Q3 20235
Harel Insurance Investments & Financial Services Ltd. 550.01%0.01%0.01%Q4 2015Q4 20165
REGIONS FINANCIAL CORP 550.00%0.00%0.00%Q4 2017Q4 20185
Freedom Investment Management, Inc. 550.02%0.03%0.05%Q4 2014Q4 20155
Bellwether Investment Group, LLC 410.42%1.30%2.22%Q2 2016Q3 20175
WEALTHSOURCE PARTNERS, LLC 320.35%0.77%1.25%Q3 2018Q4 20195
Founders Capital Management 550.01%0.01%0.01%Q1 2017Q1 20185
Brendel Financial Advisors LLC 410.54%1.28%2.28%Q4 2018Q1 20235
B. Riley Wealth Management, Inc. 550.01%0.20%0.83%Q2 2014Q2 20155
CREATIVE FINANCIAL DESIGNS INC /ADV 440.01%0.02%0.02%Q4 2016Q3 20174
MCF Advisors LLC 440.00%0.00%0.00%Q2 2017Q1 20184
Sterling Manor Financial, LLC 310.41%2.11%3.95%Q4 2021Q2 20234
THRIVENT FINANCIAL FOR LUTHERANS 310.00%0.00%0.00%Q2 2013Q1 20164
Bank of New Hampshire 440.01%0.01%0.01%Q1 2022Q4 20224
Wagner Wealth Management, LLC 440.01%0.01%0.01%Q1 2022Q4 20224
Stonebridge Capital Advisors LLC 440.00%0.00%0.00%Q3 2021Q2 20224
Mariner, LLC 310.00%0.00%0.01%Q3 2016Q2 20234
Financial Advocates Investment Management 440.02%0.04%0.05%Q4 2017Q3 20184
D.B. Root & Company, LLC 440.21%0.30%0.48%Q4 2018Q3 20194
Placemark Investments, Inc. 210.07%0.16%0.29%Q2 2013Q4 20144
L.M. KOHN & COMPANY 310.14%0.22%0.31%Q1 2022Q2 20234
Congress Wealth Management LLC / DE / 440.01%0.92%1.43%Q1 2022Q4 20224
DEUTSCHE BANK AG\ 210.00%0.00%0.00%Q4 2014Q3 20204
CoreCap Advisors, LLC 310.01%0.05%0.15%Q4 2021Q4 20224
PARAMETRIC PORTFOLIO ASSOCIATES LLC 210.03%0.06%0.09%Q2 2013Q4 20144
WealthPLAN Partners, LLC 220.01%0.01%0.02%Q1 2015Q3 20164
Capital Asset Advisory Services LLC 310.00%0.00%0.00%Q4 2019Q3 20214
TOWER TRUST Co 440.26%0.31%0.38%Q2 2013Q1 20144
Argentus Capital Management, LLC 310.08%0.20%0.29%Q4 2014Q3 20164
VSR Financial Services, Inc. 220.09%0.16%0.31%Q1 2014Q2 20164
MARK SHEPTOFF FINANCIAL PLANNING, LLC 440.01%0.01%0.01%Q3 2016Q2 20174
Apeiron RIA LLC 310.07%0.09%0.11%Q4 2021Q2 20234
Alexandria Capital, LLC 440.00%0.00%0.00%Q2 2013Q1 20144
Voya Financial Advisors, Inc. 440.06%0.06%0.08%Q1 2016Q4 20164
Atria Wealth Solutions, Inc. 440.00%0.01%0.01%Q4 2022Q3 20234
DAVENPORT & Co LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Bartlett & Co. LLC 210.00%0.00%0.00%Q2 2014Q1 20183
Segment Wealth Management, LLC 210.09%0.29%0.66%Q1 2017Q4 20183
Sunbelt Securities, Inc. 330.00%0.00%0.01%Q1 2023Q3 20233
Ameritas Investment Company, LLC 110.01%0.01%0.01%Q4 2018Q1 20203
Cedar Brook Financial Partners, LLC 330.08%0.09%0.11%Q1 2023Q3 20233
Coppell Advisory Solutions LLC 210.00%0.22%0.64%Q4 2022Q3 20233
Acorn Wealth Advisors, LLC 330.01%0.01%0.01%Q4 2017Q2 20183
VALLEY NATIONAL ADVISERS INC 330.00%0.00%0.00%Q3 2019Q1 20203
Timber Hill LLC 330.00%0.00%0.00%Q4 2014Q2 20153
Smart Money Group LLC 332.27%2.48%2.68%Q2 2018Q4 20183
Valtinson Bruner Financial Planning LLC 331.52%1.63%1.82%Q4 2018Q2 20193
Global Retirement Partners, LLC 330.00%0.00%0.00%Q2 2019Q4 20193
SEI INVESTMENTS CO 330.00%0.00%0.00%Q4 2017Q2 20183
LexAurum Advisors, LLC 330.80%0.84%0.88%Q4 2018Q2 20193
F-Squared Investment Management, LLC 113.74%5.94%8.47%Q3 2013Q4 20143
HRT FINANCIAL LP 110.01%0.28%0.44%Q3 2015Q3 20193
Founders Financial Alliance, LLC 210.00%0.03%0.04%Q3 2020Q2 20213
ICA Group Wealth Management, LLC 330.02%0.02%0.03%Q4 2022Q2 20233
JAMES INVESTMENT RESEARCH INC 330.01%0.01%0.01%Q2 2022Q4 20223
AVANTAX ADVISORY SERVICES, INC. 330.00%0.00%0.00%Q1 2023Q3 20233
WEDBUSH SECURITIES INC 210.03%0.03%0.04%Q2 2016Q3 20173
Delos Wealth Advisors, LLC 333.34%3.59%3.72%Q1 2023Q3 20233
Cavalier Investments, LLC 210.19%3.90%11.33%Q1 2016Q2 20173
BENJAMIN EDWARDS INC 210.02%0.02%0.03%Q1 2022Q1 20233
EUDAIMONIA ADVISORS LLC 330.14%0.15%0.15%Q2 2022Q4 20223
SIGNATUREFD, LLC 110.00%0.01%0.01%Q2 2016Q2 20192
WealthShield Partners, LLC 110.01%0.03%0.06%Q4 2017Q1 20192
SIMPLEX TRADING, LLC 110.00%0.00%0.00%Q1 2023Q3 20232
Fortis Capital Advisors, LLC 220.03%0.06%0.09%Q4 2022Q1 20232
EP Wealth Advisors, LLC 220.24%0.30%0.36%Q2 2017Q3 20172
Tuttle Capital Management, LLC 220.35%0.54%0.74%Q1 2017Q2 20172
Aspire Private Capital, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
SII INVESTMENTS INC/WI 220.05%0.05%0.05%Q1 2016Q2 20162
HBW ADVISORY SERVICES LLC 220.09%0.14%0.18%Q3 2022Q4 20222
CAPITAL ONE FINANCIAL CORP 220.05%0.29%0.54%Q1 2020Q2 20202
Manchester Capital Management LLC 220.02%0.02%0.02%Q2 2023Q3 20232
Beirne Wealth Consulting Services, LLC 220.27%0.28%0.28%Q2 2019Q3 20192
CreativeOne Wealth, LLC 220.02%0.02%0.02%Q4 2022Q1 20232
SECURITY NATIONAL TRUST CO 220.01%0.01%0.01%Q4 2019Q1 20202
Equitable Holdings, Inc. 220.01%0.01%0.01%Q2 2023Q3 20232
Belpointe Asset Management LLC 220.01%0.01%0.01%Q4 2022Q1 20232
Fiduciary Alliance LLC 110.00%0.00%0.00%Q4 2022Q2 20232
Global Financial Private Capital, Inc 220.04%0.04%0.04%Q1 2017Q2 20172
GPS Wealth Strategies Group, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
HARBOR INVESTMENT ADVISORY, LLC 220.00%0.00%0.00%Q1 2021Q2 20212
NIEMANN CAPITAL MANAGEMENT INC 119.82%9.98%10.14%Q2 2014Q4 20182
SIMON QUICK ADVISORS, LLC 110.00%0.00%0.00%Q3 2017Q1 20182
Apollon Wealth Management, LLC 220.05%0.05%0.05%Q3 2022Q4 20222
Secure Asset Management, LLC 221.67%1.83%2.00%Q4 2019Q1 20202
Moors & Cabot, Inc. 220.01%0.01%0.02%Q2 2023Q3 20232
Claro Advisors LLC 110.01%0.10%0.19%Q4 2018Q3 20192
STIFEL NICOLAUS & CO INC \MO\ 220.01%0.01%0.01%Q2 2013Q3 20132
FormulaFolio Investments, LLC 220.17%0.18%0.18%Q1 2019Q2 20192
Brookstone Capital Management 110.01%1.46%2.92%Q3 2015Q2 20222
ADVANTAGE INVESTMENT MANAGEMENT, LLC 220.01%0.01%0.01%Q2 2016Q3 20162
WOLVERINE TRADING, LLC 220.00%0.01%0.01%Q2 2016Q3 20162
BARCLAYS PLC 220.00%0.00%0.00%Q2 2021Q3 20212
Triumph Capital Management 220.43%0.47%0.50%Q2 2023Q3 20232
HORIZON FINANCIAL SERVICES, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
MARINER INDEPENDENT ADVISOR NETWORK, LLC 110.04%0.06%0.09%Q2 2019Q3 20222
KESTRA PRIVATE WEALTH SERVICES, LLC 220.01%0.01%0.01%Q4 2022Q1 20232
Stegent Equity Advisors, Inc. 110.71%0.71%0.71%Q2 2022Q2 20221
WEALTHFRONT Corp 110.00%0.00%0.00%Q2 2015Q2 20151
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.02%0.02%0.02%Q2 2019Q2 20191
Redhawk Wealth Advisors, Inc. 110.00%0.00%0.00%Q2 2019Q2 20191
Harvest Investment Services, LLC 110.35%0.35%0.35%Q1 2020Q1 20201
Anchor Investment Management, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
TRUST DEPARTMENT MB FINANCIAL BANK N A 110.04%0.04%0.04%Q4 2016Q4 20161
Coppell Advisory Solutions Corp. 110.00%0.00%0.00%Q4 2022Q4 20221
Trexquant Investment LP 110.06%0.06%0.06%Q2 2020Q2 20201
Baystate Wealth Management LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Watson Rebecca 110.00%0.00%0.00%Q2 2020Q2 20201
BOKF, NA 110.00%0.00%0.00%Q3 2017Q3 20171
PGIM Custom Harvest LLC 110.07%0.07%0.07%Q3 2023Q3 20231
Pinnacle Family Advisors, LLC 110.33%0.33%0.33%Q3 2019Q3 20191
DRW Securities, LLC 110.06%0.06%0.06%Q2 2013Q2 20131
Crosspoint Capital Strategies, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
Institute for Wealth Management, LLC. 110.00%0.00%0.00%Q4 2019Q4 20191
NOMURA HOLDINGS INC 110.00%0.00%0.00%Q3 2013Q3 20131
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
IAMS WEALTH MANAGEMENT, LLC 110.14%0.14%0.14%Q2 2023Q2 20231
Accel Wealth Management 110.00%0.00%0.00%Q1 2023Q1 20231
Legacy Advisors, LLC 110.01%0.01%0.01%Q4 2017Q4 20171
Foundations Investment Advisors, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
WBI INVESTMENTS, LLC 110.02%0.02%0.02%Q3 2016Q3 20161
SOCIETE GENERALE 110.04%0.04%0.04%Q2 2016Q2 20161
Glassy Mountain Advisors, Inc. 110.01%0.01%0.01%Q4 2022Q4 20221
Alpha Cubed Investments, LLC 110.04%0.04%0.04%Q3 2018Q3 20181
REILLY FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
Corbenic Partners LLC 110.01%0.01%0.01%Q3 2017Q3 20171
NBC SECURITIES, INC. 110.03%0.03%0.03%Q3 2023Q3 20231
HUNTINGTON NATIONAL BANK 110.00%0.00%0.00%Q3 2017Q3 20171
Mutual Advisors, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
BAROMETER CAPITAL MANAGEMENT INC. 110.08%0.08%0.08%Q2 2016Q2 20161
Sowa Financial Group, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
CX Institutional 110.02%0.02%0.02%Q3 2023Q3 20231
Kore Private Wealth LLC 110.02%0.02%0.02%Q1 2020Q1 20201
CENTRAL TRUST Co 110.00%0.00%0.00%Q1 2015Q1 20151
Penserra Capital Management LLC 110.15%0.15%0.15%Q4 2018Q4 20181
Jaffetilchin Investment Partners, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
TRUSTCORE FINANCIAL SERVICES, LLC 110.01%0.01%0.01%Q2 2018Q2 20181
Camarda Financial Advisors, LLC 110.01%0.01%0.01%Q4 2016Q4 20161
Center for Financial Planning, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
WealthBridge Capital Management, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
BESSEMER GROUP INC 110.00%0.00%0.00%Q1 2023Q1 20231
Plante Moran Financial Advisors, LLC 110.06%0.06%0.06%Q4 2016Q4 20161
EWG Elevate Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
MERCER GLOBAL ADVISORS INC /ADV 110.00%0.00%0.00%Q4 2022Q4 20221
Gladstone Institutional Advisory LLC 110.05%0.05%0.05%Q2 2022Q2 20221
WESTPORT RESOURCES MANAGEMENT INC 110.00%0.00%0.00%Q4 2014Q4 20141
Private Advisory Group LLC 110.08%0.08%0.08%Q3 2022Q3 20221
RKL Wealth Management LLC 110.14%0.14%0.14%Q1 2017Q1 20171
Kessler Investment Group, LLC 110.01%0.01%0.01%Q3 2013Q3 20131
Salomon & Ludwin, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
SYNOVUS FINANCIAL CORP 110.01%0.01%0.01%Q1 2020Q1 20201
Capital Analysts, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
WIN ADVISORS, INC 110.78%0.78%0.78%Q3 2023Q3 20231
NEXT Financial Holdings 110.00%0.00%0.00%Q1 2019Q1 20191
DHJJ Financial Advisors, Ltd. 110.00%0.00%0.00%Q3 2023Q3 20231
Kistler-Tiffany Companies, LLC 110.01%0.01%0.01%Q2 2016Q2 20161
Jefferies Group LLC 110.00%0.00%0.00%Q2 2014Q2 20141
Capital Square, LLC 110.03%0.03%0.03%Q1 2020Q1 20201
KNIGHT CAPITAL GROUP LLC 110.02%0.02%0.02%Q2 2013Q2 20131
Biondo Investment Advisors, LLC 110.06%0.06%0.06%Q3 2017Q3 20171
Strategic Blueprint, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
ONE PLUS ONE WEALTH MANAGEMENT, LLC 112.98%2.98%2.98%Q3 2023Q3 20231
Measured Wealth Private Client Group, LLC 110.02%0.02%0.02%Q3 2018Q3 20181
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.06%0.06%0.06%Q2 2022Q2 20221
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Nilsine Partners, LLC 110.17%0.17%0.17%Q1 2023Q1 20231
CAPITAL ONE, NATIONAL ASSOCIATION 110.71%0.71%0.71%Q4 2019Q4 20191
Riverview Trust Co 110.00%0.00%0.00%Q1 2019Q1 20191
Virtus ETF Advisers LLC 110.11%0.11%0.11%Q1 2017Q1 20171
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Leelyn Smith, LLC 110.14%0.14%0.14%Q3 2022Q3 20221
IHT Wealth Management, LLC 110.12%0.12%0.12%Q1 2022Q1 20221
FIRST MANHATTAN CO. LLC. 110.00%0.00%0.00%Q3 2017Q3 20171
Trilogy Capital Inc. 111.14%1.14%1.14%Q3 2019Q3 20191
Indiana Trust & Investment Management CO 110.00%0.00%0.00%Q3 2023Q3 20231
GIRARD PARTNERS LTD. 110.01%0.01%0.01%Q3 2018Q3 20181
Noven Financial Group, Inc. 110.96%0.96%0.96%Q2 2014Q2 20141
Concert Wealth Management Inc. 110.00%0.00%0.00%Q3 2016Q3 20161
Snowden Capital Advisors LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Onyx Bridge Wealth Group LLC 110.34%0.34%0.34%Q3 2022Q3 20221
Quaker Wealth Management, LLC 110.70%0.70%0.70%Q4 2019Q4 20191
CT Financial Advisors LLC 110.00%0.00%0.00%Q2 2016Q2 20161
Aurora Private Wealth, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
KILEY JUERGENS WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q4 2017Q4 20171
V Wealth Advisors LLC 110.03%0.03%0.03%Q2 2017Q2 20171
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.