FIRST TR EXCHANGE TRADED FD shareholder history

Current and past FIRST TR EXCHANGE TRADED FD shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Cambridge Investment Research Advisors, Inc. 42420.01%0.02%0.05%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.01%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.00%0.01%Q2 2013Q3 202342
D.A. DAVIDSON & CO. 42420.00%0.01%0.01%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.00%0.02%0.08%Q2 2013Q3 202342
US BANCORP \DE\ 42420.00%0.00%0.00%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.01%Q2 2013Q3 202342
CITIGROUP INC 42420.00%0.00%0.00%Q2 2013Q3 202342
LPL Financial LLC 42420.01%0.03%0.08%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.01%0.04%Q2 2013Q3 202342
HOWE & RUSLING INC 42420.00%0.04%0.09%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.01%0.01%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 41410.00%0.00%0.01%Q3 2013Q3 202341
Raymond James Financial Services Advisors, Inc. 3380.00%0.01%0.07%Q2 2013Q3 202341
Janney Montgomery Scott LLC 29110.00%0.02%0.06%Q3 2013Q3 202340
SignalPoint Asset Management, LLC 3630.09%0.12%0.17%Q4 2013Q3 202339
STIFEL FINANCIAL CORP 39390.00%0.00%0.01%Q1 2014Q3 202339
BENJAMIN F. EDWARDS & COMPANY, INC. 39390.00%0.03%0.10%Q1 2014Q3 202339
Private Advisor Group, LLC 27110.00%0.02%0.04%Q1 2014Q3 202338
ENVESTNET ASSET MANAGEMENT INC 2010.00%0.00%0.01%Q2 2013Q3 202337
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 2790.02%0.72%3.92%Q2 2013Q2 202236
Stratos Wealth Partners, LTD. 36360.01%0.03%0.14%Q4 2014Q3 202336
Ameritas Investment Partners, Inc. 36360.00%0.00%0.01%Q4 2014Q3 202336
UBS Group AG 36360.00%0.01%0.02%Q4 2014Q3 202336
Hudock, Inc. 36360.02%0.04%0.08%Q4 2013Q3 202236
Cetera Advisors LLC 1520.00%0.03%0.10%Q4 2013Q3 202335
Prospera Financial Services Inc 1390.00%0.07%0.15%Q3 2013Q3 202334
Baird Financial Group, Inc. 34340.00%0.02%0.04%Q2 2015Q3 202334
Cetera Advisor Networks LLC 2410.01%0.01%0.02%Q4 2013Q3 202333
Brouwer & Janachowski, LLC 32320.07%2.46%7.05%Q4 2013Q3 202132
PARK NATIONAL CORP /OH/ 32320.04%0.29%0.39%Q1 2016Q4 202332
IFP Advisors, Inc 17140.00%0.01%0.04%Q4 2015Q3 202331
JANE STREET GROUP, LLC 1210.00%0.01%0.04%Q1 2014Q3 202331
Geneos Wealth Management Inc. 2640.00%0.01%0.03%Q1 2016Q3 202330
CWM, LLC 2280.00%0.00%0.06%Q1 2016Q3 202330
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2410.00%0.00%0.02%Q1 2014Q3 202329
Winslow, Evans & Crocker, Inc. 29290.00%0.01%0.04%Q4 2013Q4 202029
Bank of New York Mellon Corp 2210.00%0.00%0.00%Q2 2013Q2 202328
First Allied Advisory Services, Inc. 28280.02%0.04%0.10%Q2 2013Q1 202028
AE Wealth Management LLC 27270.06%0.70%2.21%Q1 2017Q3 202327
Citadel Advisors 910.00%0.00%0.00%Q4 2014Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.01%0.02%0.06%Q2 2013Q4 201927
JPMORGAN CHASE & CO 2010.00%0.00%0.00%Q3 2014Q3 202325
M&T BANK CORP 2140.00%0.00%0.00%Q3 2014Q4 202025
Steward Partners Investment Advisory, LLC 25250.00%0.01%0.03%Q3 2017Q3 202325
JNBA Financial Advisors 1250.00%0.00%0.02%Q3 2013Q4 201924
StrategIQ Financial Group, LLC 14100.04%0.12%0.26%Q2 2016Q3 202324
SUSQUEHANNA INTERNATIONAL GROUP, LLP 810.00%0.00%0.00%Q2 2013Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.01%0.03%Q4 2017Q3 202324
NEXT Financial Group, Inc 1110.00%0.04%0.25%Q2 2014Q4 202123
RAYMOND JAMES TRUST N.A. 22220.01%0.02%0.04%Q2 2018Q3 202322
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.01%0.04%Q3 2018Q3 202321
Millburn Ridgefield Corp 20200.00%0.02%0.12%Q4 2016Q3 202120
1834 INVESTMENT ADVISORS CO 20200.01%0.03%0.05%Q4 2017Q3 202220
First Horizon Advisors, Inc. 1240.00%0.00%0.00%Q4 2017Q1 202320
Capital Investment Advisory Services, LLC 20200.00%0.19%0.36%Q4 2018Q3 202320
Harvest Investment Services, LLC 20200.50%0.85%1.62%Q4 2018Q3 202320
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
TFG Advisers LLC 19190.11%0.19%0.39%Q4 2018Q2 202319
OLD MISSION CAPITAL LLC 920.01%0.05%0.12%Q4 2014Q3 202319
HighTower Advisors, LLC 1270.00%0.00%0.01%Q3 2016Q3 202319
BB&T SECURITIES, LLC 1010.00%0.01%0.01%Q4 2013Q3 201918
Vantage Investment Advisors, LLC 18180.00%0.01%0.01%Q2 2014Q3 201818
Shoker Investment Counsel, Inc. 18180.19%0.34%0.63%Q2 2014Q3 201818
Sterling Capital Management LLC 18180.01%0.02%0.03%Q2 2015Q3 201918
Commonwealth Equity Services, Inc 18180.02%0.04%0.07%Q2 2013Q3 201718
Creative Planning 840.00%0.00%0.00%Q4 2013Q1 202018
IFC Holdings Incorporated/FL 1530.02%0.08%0.15%Q2 2013Q4 201718
WFG Advisors, LP 17170.01%0.02%0.04%Q2 2013Q2 201717
AdvisorNet Financial, Inc 17170.01%0.01%0.01%Q3 2019Q3 202317
Global Wealth Management Investment Advisory, Inc. 1520.00%0.04%0.10%Q4 2018Q3 202317
FMR LLC 1410.00%0.00%0.00%Q1 2019Q3 202317
BESSEMER GROUP INC 1250.00%0.00%0.00%Q2 2013Q2 202217
RDA Financial Network 16160.09%0.11%0.13%Q3 2019Q2 202316
Maple Capital Management, Inc. 16160.03%0.10%0.16%Q2 2017Q1 202116
TRUIST FINANCIAL CORP 16160.00%0.00%0.01%Q4 2019Q3 202316
Mission Creek Capital Partners, Inc. 16160.16%0.34%0.48%Q4 2019Q3 202316
Aptus Capital Advisors, LLC 16160.00%0.00%0.00%Q4 2019Q3 202316
RELIANCE TRUST CO OF DELAWARE 1150.11%0.13%0.14%Q4 2013Q1 201916
FLOW TRADERS U.S. LLC 510.00%0.01%0.04%Q3 2014Q3 202316
Kovack Advisors, Inc. 1510.04%0.07%0.30%Q2 2014Q2 202316
Gradient Investments LLC 810.00%0.06%0.28%Q2 2013Q1 202316
Rockefeller Capital Management L.P. 16160.00%0.00%0.00%Q4 2019Q3 202316
Regal Investment Advisors LLC 15150.11%0.26%0.56%Q2 2013Q4 201615
Smithfield Trust Co 15150.00%0.00%0.01%Q2 2014Q4 201715
Simplicity Solutions, LLC 1320.05%1.13%2.45%Q1 2017Q4 202015
Sigma Planning Corp 1140.03%0.07%0.14%Q4 2014Q3 202315
MSI Financial Services Inc 15150.00%0.02%0.04%Q2 2013Q4 201615
OSAIC HOLDINGS, INC. 15150.00%0.01%0.01%Q1 2020Q3 202315
BOKF, NA 1310.00%0.02%0.03%Q4 2013Q3 201915
Advisor Group, Inc. 15150.01%0.01%0.02%Q2 2016Q4 201915
Measured Wealth Private Client Group, LLC 14140.09%1.03%1.98%Q2 2019Q3 202214
Archer Investment Corp 14140.06%0.08%0.09%Q2 2020Q3 202314
Quad-Cities Investment Group, LLC 14140.14%0.22%0.37%Q1 2018Q2 202114
FIFTH THIRD BANCORP 1110.00%0.00%0.00%Q2 2014Q3 202314
HOEY INVESTMENTS, INC 1220.01%0.01%0.02%Q4 2019Q3 202314
Pinnacle Bancorp, Inc. 950.01%0.02%0.04%Q1 2019Q3 202314
Kestra Advisory Services, LLC 13130.01%0.01%0.01%Q3 2020Q3 202313
Integrated Wealth Concepts LLC 940.01%0.03%0.05%Q1 2019Q3 202313
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.01%0.04%0.06%Q3 2020Q3 202313
WINTRUST INVESTMENTS LLC 13130.09%0.18%0.39%Q1 2017Q1 202013
Main Street Financial Solutions, LLC 12120.04%0.09%0.12%Q4 2020Q3 202312
SUNFLOWER BANK, NA WEALTH MANAGEMENT 12120.15%0.22%0.25%Q4 2017Q3 202012
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.01%0.02%Q2 2013Q1 201612
Wealthcare Advisory Partners LLC 1110.00%0.06%0.15%Q3 2017Q1 202112
American Portfolios Advisors 930.00%0.00%0.00%Q4 2017Q3 202212
Kowal Investment Group, LLC 12120.08%0.14%0.20%Q4 2020Q3 202312
ForthRight Wealth Management, LLC 12121.31%1.95%2.58%Q4 2020Q3 202312
HL FINANCIAL SERVICES LLC 12120.01%0.07%0.11%Q2 2016Q1 201912
SII INVESTMENTS INC/WI 12120.03%0.14%0.23%Q2 2013Q1 201612
BDO Wealth Advisors, LLC 12120.02%0.06%0.11%Q2 2017Q1 202012
DB Wealth Management Group, LLC 12120.00%0.08%0.14%Q4 2020Q3 202312
Sargent Investment Group, LLC 11110.05%0.37%0.55%Q4 2018Q2 202111
First Heartland Consultants, Inc. 610.04%0.06%0.08%Q2 2013Q1 202111
Cutler Group LLC / CA 990.00%0.00%0.01%Q3 2021Q3 202311
OPPENHEIMER & CO INC 740.01%0.01%0.01%Q1 2014Q3 201811
Transamerica Financial Advisors, Inc. 740.00%0.05%0.14%Q1 2015Q3 202311
Cetera Investment Advisers 730.00%0.05%0.17%Q4 2015Q1 202310
Lloyd Advisory Services, LLC. 10100.01%0.32%3.02%Q4 2019Q1 202210
COMERICA SECURITIES INC 910.03%0.06%0.16%Q4 2014Q2 201810
MANUFACTURERS LIFE INSURANCE COMPANY, THE 10100.00%0.00%0.00%Q1 2016Q2 201810
PRW Wealth Management LLC 10100.27%0.43%0.58%Q4 2018Q1 202110
HARBOUR INVESTMENTS, INC. 640.01%0.01%0.02%Q1 2021Q3 202310
Rench Wealth Management, Inc. 550.15%0.20%0.23%Q2 2014Q1 201810
THRIVENT FINANCIAL FOR LUTHERANS 10100.00%0.00%0.00%Q3 2020Q4 202210
OneDigital Investment Advisors LLC 10100.01%0.01%0.03%Q2 2021Q3 202310
Global Retirement Partners, LLC 730.00%0.01%0.01%Q1 2021Q3 202310
GPS Wealth Strategies Group, LLC 10100.04%0.05%0.08%Q2 2021Q3 202310
STEPHENS INC /AR/ 810.00%0.01%0.01%Q2 2015Q3 20209
Spire Wealth Management 630.00%0.00%0.00%Q1 2021Q3 20239
NATIONAL PLANNING CORP 990.02%0.05%0.12%Q2 2013Q2 20159
LifePro Asset Management 990.09%0.14%0.18%Q3 2021Q3 20239
Advisors Capital Management, LLC 990.01%0.01%0.02%Q3 2021Q3 20239
MML INVESTORS SERVICES, LLC 990.00%0.01%0.03%Q2 2017Q2 20199
Moors & Cabot, Inc. 810.05%0.07%0.11%Q2 2014Q2 20199
WealthShield Partners, LLC 710.00%0.02%0.06%Q4 2017Q1 20219
Virtue Capital Management, LLC 990.05%0.07%0.11%Q3 2021Q3 20239
Certified Advisory Corp 990.01%0.02%0.04%Q1 2018Q1 20209
U.S. Capital Wealth Advisors, LLC 990.05%0.10%0.13%Q3 2021Q3 20239
Camelot Portfolios, LLC 310.10%0.14%0.17%Q2 2013Q1 20189
Virtu KCG Holdings LLC 610.01%0.02%0.03%Q3 2014Q4 20168
RETIREMENT GUYS FORMULA LLC 880.21%0.36%0.58%Q4 2021Q3 20238
Robertson Stephens Wealth Management, LLC 880.04%0.08%0.16%Q3 2019Q2 20218
TUCKER ASSET MANAGEMENT LLC 880.01%0.01%0.02%Q2 2021Q1 20238
COMERICA BANK 710.00%0.02%0.03%Q2 2013Q3 20238
Sowell Financial Services LLC 710.00%0.01%0.03%Q1 2019Q1 20218
BANK OF MONTREAL /CAN/ 710.00%0.00%0.00%Q3 2014Q3 20228
Asset Dedication, LLC 880.00%0.00%0.00%Q2 2021Q1 20238
Advisory Services Network, LLC 210.00%0.00%0.00%Q2 2016Q1 20238
Twelve Points Wealth Management LLC 880.38%0.64%0.74%Q4 2021Q3 20238
Triumph Capital Management 880.13%0.65%1.11%Q4 2021Q3 20238
WealthBridge Capital Management, LLC 620.02%0.15%0.24%Q4 2018Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
Arden Trust Co 880.04%0.07%0.11%Q2 2019Q1 20218
Column Capital Advisors, LLC 770.00%0.00%0.00%Q2 2020Q4 20217
WealthPLAN Partners, LLC 210.00%0.06%0.35%Q1 2015Q2 20237
HERITAGE WEALTH MANAGEMENT, LLC 430.00%0.01%0.01%Q1 2021Q4 20227
Sharkey, Howes & Javer 770.01%0.02%0.03%Q2 2015Q4 20167
Cedar Brook Financial Partners, LLC 770.12%0.24%0.30%Q4 2018Q2 20207
CENTAURUS FINANCIAL, INC. 770.03%0.06%0.08%Q4 2017Q2 20197
Atria Wealth Solutions, Inc. 770.00%0.01%0.01%Q1 2022Q3 20237
Atlas Brown,Inc. 770.16%0.65%1.08%Q2 2014Q4 20157
L.M. KOHN & COMPANY 770.26%0.32%0.41%Q1 2022Q3 20237
BlackDiamond Wealth Management, LLC 770.46%1.82%2.42%Q4 2021Q2 20237
Integrated Wealth Management 770.01%0.01%0.01%Q1 2015Q3 20167
CIBC WORLD MARKET INC. 610.00%0.01%0.03%Q2 2013Q4 20157
FIRST TRUST ADVISORS LP 330.04%0.05%0.07%Q1 2022Q3 20236
NEW ENGLAND SECURITIES CORP /MA/ 660.00%0.02%0.06%Q3 2013Q4 20146
SECURITY NATIONAL TRUST CO 660.00%0.00%0.00%Q2 2014Q3 20156
Destiny Wealth Partners, LLC 660.07%0.07%0.08%Q4 2020Q1 20226
BENJAMIN EDWARDS INC 660.01%0.02%0.03%Q2 2021Q3 20226
Sunflower Bank, N.A. 660.03%0.05%0.07%Q4 2020Q1 20226
RAND WEALTH, LLC 660.03%0.03%0.04%Q2 2017Q3 20186
Orion Portfolio Solutions, LLC 420.00%0.03%0.07%Q1 2020Q1 20236
Atlas Private Wealth Management, LLC 660.01%0.01%0.01%Q4 2019Q1 20216
Jaffetilchin Investment Partners, LLC 410.01%0.04%0.12%Q4 2016Q4 20226
CREDIT SUISSE AG/ 510.00%0.00%0.00%Q3 2013Q2 20156
GUARDIAN WEALTH ADVISORS, LLC / NC 660.00%0.00%0.00%Q2 2022Q3 20236
Cerity Partners LLC 330.00%0.00%0.01%Q4 2021Q2 20236
PRIVATE TRUST CO NA 660.01%0.01%0.01%Q2 2022Q3 20236
DEUTSCHE BANK AG\ 660.00%0.00%0.00%Q3 2013Q4 20146
Tyler-Stone Wealth Management 510.01%0.01%0.01%Q4 2021Q2 20236
UBS AG 660.01%0.02%0.02%Q2 2013Q3 20146
ShoreHaven Wealth Partners, LLC 660.58%0.71%0.84%Q4 2020Q1 20226
Equitable Holdings, Inc. 660.00%0.01%0.01%Q2 2022Q3 20236
Sound Income Strategies, LLC 510.00%0.00%0.00%Q2 2021Q2 20236
Snowden Capital Advisors LLC 410.00%0.01%0.01%Q4 2019Q3 20236
COTTONWOOD CAPITAL ADVISORS, LLC 550.35%0.40%0.42%Q3 2022Q3 20235
Sugarloaf Wealth Management, LLC 550.00%0.00%0.00%Q4 2019Q4 20205
CAPITAL GUARDIAN TRUST CO 320.00%0.01%0.04%Q4 2015Q1 20175
Old Port Advisors 550.07%0.08%0.08%Q1 2021Q1 20225
Mariner, LLC 550.00%0.00%0.00%Q4 2021Q4 20225
Centric Wealth Management 550.77%0.99%1.07%Q3 2019Q3 20205
CREATIVE FINANCIAL DESIGNS INC /ADV 320.00%0.01%0.02%Q1 2020Q3 20235
Ameritas Investment Company, LLC 310.00%0.01%0.03%Q4 2018Q1 20215
Krilogy Financial LLC 310.00%0.00%0.00%Q3 2015Q3 20185
Brown Advisory Securities, LLC 320.07%0.09%0.11%Q4 2013Q2 20155
FLAGSHIP HARBOR ADVISORS, LLC 550.02%0.03%0.09%Q4 2018Q4 20195
Cavalier Investments, LLC 550.18%0.20%0.20%Q4 2015Q4 20165
Belpointe Asset Management LLC 210.00%0.02%0.04%Q4 2019Q1 20235
Accel Wealth Management 550.00%0.00%0.00%Q1 2022Q1 20235
BARRETT & COMPANY, INC. 550.00%0.00%0.00%Q3 2022Q3 20235
BKS ADVISORS, LLC 550.84%0.99%1.12%Q1 2015Q1 20165
NORTHWEST WEALTH MANAGEMENT, LLC 550.05%0.06%0.06%Q1 2018Q1 20195
US FINANCIAL ADVISORS, LLC 550.01%0.01%0.01%Q4 2014Q4 20155
B.O.S.S. Retirement Advisors, LLC 550.26%0.27%0.28%Q4 2022Q4 20235
Peterson Wealth Advisors, LLC 550.29%0.51%0.76%Q4 2017Q4 20185
LBA Wealth Management, LLC 550.11%0.14%0.19%Q1 2016Q1 20175
VSR Financial Services, Inc. 320.03%0.06%0.08%Q2 2013Q3 20145
Founders Financial Alliance, LLC 550.00%0.00%0.00%Q1 2021Q1 20225
BAIRD ROBERT W & CO INC /WI/ 320.01%0.01%0.01%Q2 2013Q1 20155
MONEY CONCEPTS CAPITAL CORP 550.00%0.00%0.01%Q4 2021Q4 20225
GOLDMAN SACHS GROUP INC 310.00%0.00%0.00%Q3 2012Q4 20225
Foundations Investment Advisors, LLC 440.01%0.02%0.02%Q4 2022Q3 20234
Raleigh Capital Management Inc. 440.00%0.02%0.02%Q1 2022Q4 20224
Realta Investment Advisors 220.02%0.02%0.02%Q3 2022Q3 20234
Kessler Investment Group, LLC 110.01%0.10%0.36%Q3 2013Q3 20184
Financial Advisors Network, Inc. 440.06%0.09%0.15%Q3 2021Q2 20224
ProVise Management Group, LLC 440.08%0.08%0.08%Q3 2014Q2 20154
SUNTRUST BANKS INC 440.00%0.00%0.00%Q4 2018Q3 20194
Stonebridge Financial Planning Group, LLC 440.02%0.06%0.10%Q4 2019Q3 20204
TOWER TRUST Co 440.15%0.18%0.26%Q2 2013Q1 20144
DDFG, Inc 440.20%0.22%0.25%Q4 2022Q3 20234
ADVANTAGE INVESTMENT MANAGEMENT, LLC 440.06%0.10%0.14%Q4 2014Q3 20154
Rehmann Capital Advisory Group 310.01%0.01%0.01%Q1 2018Q1 20194
Qube Research & Technologies Ltd 440.00%0.00%0.00%Q2 2021Q1 20224
HUNTINGTON NATIONAL BANK 210.00%0.00%0.00%Q4 2017Q1 20234
BlackRock Inc. 440.00%0.00%0.00%Q1 2019Q4 20194
WASHINGTON TRUST BANK 440.00%0.00%0.00%Q3 2014Q2 20154
Clarus Wealth Advisors 440.07%0.09%0.15%Q2 2018Q1 20194
CAPTRUST FINANCIAL ADVISORS 440.00%0.00%0.00%Q3 2021Q2 20224
B. Riley Wealth Advisors, Inc. 210.00%0.00%0.01%Q2 2014Q4 20224
Financial Gravity Asset Management, Inc. 440.00%0.01%0.02%Q2 2019Q1 20204
StoneX Group Inc. 440.07%0.09%0.11%Q1 2020Q4 20204
TD ASSET MANAGEMENT INC 440.00%0.00%0.00%Q3 2013Q2 20144
Wealthspire Advisors, L.P. 440.00%0.00%0.00%Q2 2017Q1 20184
Private Portfolio Partners LLC 330.11%0.16%0.19%Q1 2023Q3 20233
Mach-1 Financial Group, LLC 210.00%0.01%0.02%Q2 2022Q1 20233
KINGS POINT CAPITAL MANAGEMENT 330.01%0.01%0.01%Q4 2015Q2 20163
KARLINSKI ANDREW C 330.01%0.01%0.02%Q1 2022Q3 20223
MGO ONE SEVEN LLC 210.00%0.01%0.01%Q4 2017Q4 20183
FOREFRONT WEALTH MANAGEMENT INC. 331.72%1.82%1.90%Q1 2023Q3 20233
CENTRAL TRUST Co 330.00%0.00%0.00%Q1 2022Q3 20223
SeaCrest Wealth Management, LLC 210.01%0.01%0.01%Q4 2018Q2 20223
PCG Wealth Advisors, LLC 330.12%0.25%0.35%Q1 2022Q3 20223
Patriot Financial Group Insurance Agency, LLC 330.00%0.01%0.01%Q2 2021Q4 20213
Invesco Ltd. 330.00%0.00%0.00%Q2 2013Q4 20133
OLD NATIONAL BANCORP /IN/ 330.01%0.02%0.02%Q2 2014Q4 20143
Authentikos Wealth Advisory, LLC 330.46%0.50%0.58%Q1 2023Q3 20233
Csenge Advisory Group 210.01%0.01%0.02%Q3 2018Q3 20233
IHT Wealth Management, LLC 210.01%0.03%0.08%Q4 2017Q2 20213
Worth Financial Advisory Group, LLC 330.19%0.20%0.21%Q1 2023Q3 20233
Gladstone Institutional Advisory LLC 330.07%0.09%0.14%Q2 2019Q4 20193
Kabarec Financial Advisors, Ltd. 335.01%5.26%5.49%Q4 2017Q2 20183
Koshinski Asset Management, Inc. 330.00%0.00%0.00%Q3 2021Q1 20223
FUKOKU MUTUAL LIFE INSURANCE Co 331.19%1.24%1.28%Q1 2023Q3 20233
Atria Investments, Inc 210.02%0.02%0.03%Q1 2017Q4 20223
Cornerstone Wealth Management, LLC 210.02%0.04%0.06%Q2 2018Q4 20193
NewEdge Advisors, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
ICA Group Wealth Management, LLC 330.00%0.00%0.01%Q4 2022Q2 20233
BLAIR WILLIAM & CO/IL 330.00%0.00%0.00%Q3 2019Q1 20203
Coppell Advisory Solutions LLC 210.00%0.00%0.01%Q4 2022Q3 20233
SYNOVUS FINANCIAL CORP 220.00%0.00%0.00%Q4 2016Q1 20172
Clearstead Advisors, LLC 220.00%0.00%0.00%Q1 2020Q2 20202
Key FInancial Inc 220.00%0.00%0.01%Q2 2023Q3 20232
UNITED CAPITAL FINANCIAL ADVISORS, LLC 220.00%0.00%0.00%Q1 2017Q2 20172
Ameritas Advisory Services, LLC 110.00%0.01%0.01%Q1 2022Q1 20232
Private Capital Group, LLC 220.00%0.00%0.00%Q3 2018Q4 20182
Fortis Capital Advisors, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Acorn Wealth Advisors, LLC 220.01%0.01%0.01%Q4 2017Q1 20182
Simplicity Wealth,LLC 220.14%0.23%0.31%Q4 2022Q1 20232
CFS Investment Advisory Services, LLC 110.00%0.00%0.00%Q1 2022Q3 20222
Independent Wealth Network Inc. 220.15%0.15%0.15%Q4 2022Q1 20232
Dynamic Advisor Solutions LLC 220.19%0.22%0.25%Q4 2015Q1 20162
Slagle Financial, LLC 220.15%0.16%0.16%Q2 2023Q3 20232
MANAGED ACCOUNT ADVISORS LLC 220.00%0.00%0.00%Q1 2015Q2 20152
Prosperity Wealth Management, Inc. 220.17%0.19%0.20%Q4 2022Q1 20232
RFG Advisory, LLC 110.04%0.04%0.05%Q2 2019Q4 20192
Holistic Financial Partners 220.14%0.14%0.15%Q2 2023Q3 20232
Cape Investment Advisory, Inc. 220.00%0.00%0.00%Q2 2023Q3 20232
Sandy Spring Bank 220.00%0.00%0.00%Q2 2023Q3 20232
QUEST CAPITAL MANAGEMENT INC /ADV 220.08%0.08%0.08%Q4 2018Q1 20192
Elevated Capital Advisors, LLC 220.35%0.36%0.36%Q2 2023Q3 20232
Global Trust Asset Management, LLC 110.00%0.03%0.05%Q2 2021Q1 20222
STIFEL NICOLAUS & CO INC \MO\ 220.00%0.00%0.01%Q2 2013Q3 20132
MEITAV INVESTMENT HOUSE LTD 220.00%0.00%0.00%Q1 2023Q2 20232
WEDBUSH SECURITIES INC 220.02%0.02%0.02%Q3 2019Q4 20192
Claraphi Advisory Network, LLC 220.11%0.11%0.12%Q1 2020Q2 20202
VERUS CAPITAL PARTNERS, LLC 220.00%0.00%0.00%Q4 2019Q1 20202
BB&T INVESTMENT SERVICES, INC. 110.00%0.00%0.01%Q1 2017Q4 20172
Brookstone Capital Management 220.00%0.00%0.00%Q2 2015Q3 20152
Farther Finance Advisors, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Pine Valley Investments Ltd Liability Co 220.02%0.03%0.03%Q1 2023Q2 20232
USCA RIA LLC 220.05%0.06%0.06%Q4 2015Q1 20162
LexAurum Advisors, LLC 220.22%0.22%0.22%Q3 2019Q4 20192
Bellwether Investment Group, LLC 110.00%0.00%0.00%Q2 2016Q4 20162
Pinnacle Private Wealth, LLC 220.07%0.09%0.11%Q1 2022Q2 20222
TWO SIGMA SECURITIES, LLC 110.01%0.14%0.27%Q4 2015Q1 20202
Camarda Financial Advisors, LLC 110.03%0.08%0.12%Q2 2013Q1 20152
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q2 20222
EWG Elevate Inc. 110.00%0.48%0.96%Q2 2021Q4 20222
INTREPID CAPITAL MANAGEMENT INC 220.03%0.03%0.03%Q2 2023Q3 20232
Doyle Wealth Management 110.01%0.01%0.01%Q4 2018Q2 20192
NBC SECURITIES, INC. 110.05%0.05%0.05%Q3 2023Q3 20231
SG Americas Securities, LLC 110.01%0.01%0.01%Q4 2016Q4 20161
Crosspoint Capital Strategies, LLC 110.22%0.22%0.22%Q4 2015Q4 20151
REILLY FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q2 2015Q2 20151
FREEDOM WEALTH ALLIANCE, LLC 110.05%0.05%0.05%Q4 2022Q4 20221
Claro Advisors LLC 110.14%0.14%0.14%Q4 2018Q4 20181
Old North State Trust, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Summit Financial Wealth Advisors, LLC 110.05%0.05%0.05%Q4 2014Q4 20141
Truadvice, LLC 110.05%0.05%0.05%Q2 2021Q2 20211
Clearwater Capital Advisors, LLC 110.01%0.01%0.01%Q1 2018Q1 20181
Hibernia Wealth Partners, LLC 113.29%3.29%3.29%Q3 2023Q3 20231
Aris Wealth Services, Inc. 110.01%0.01%0.01%Q2 2015Q2 20151
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q1 2015Q1 20151
V Wealth Advisors LLC 110.00%0.00%0.00%Q2 2017Q2 20171
LEVEL FOUR ADVISORY SERVICES, LLC 110.02%0.02%0.02%Q1 2019Q1 20191
Adams Asset Advisors, LLC 110.12%0.12%0.12%Q3 2015Q3 20151
Bartlett & Co. LLC 110.00%0.00%0.00%Q1 2014Q1 20141
Squar Milner Financial Services LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Reby Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
tru Independence LLC 110.00%0.00%0.00%Q4 2019Q4 20191
FolioMetrix LLC 110.05%0.05%0.05%Q2 2015Q2 20151
CALTON & ASSOCIATES, INC. 110.02%0.02%0.02%Q4 2017Q4 20171
Plante Moran Financial Advisors, LLC 110.02%0.02%0.02%Q3 2014Q3 20141
FinTrust Capital Advisors, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
AlphaMark Advisors, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Inspire Investing, LLC 110.03%0.03%0.03%Q2 2021Q2 20211
OneAscent Financial Services LLC 110.43%0.43%0.43%Q3 2022Q3 20221
Coppell Advisory Solutions Corp. 110.00%0.00%0.00%Q4 2022Q4 20221
RETIREMENT FINANCIAL SOLUTIONS, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
WealthOne, LLC 110.10%0.10%0.10%Q4 2018Q4 20181
BARCLAYS PLC 110.00%0.00%0.00%Q2 2021Q2 20211
GFS Advisors, LLC 110.10%0.10%0.10%Q1 2016Q1 20161
Root Financial Partners, LLC 110.14%0.14%0.14%Q1 2023Q1 20231
BluePath Capital Management, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Wealthstar Advisors, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
ASSETMARK, INC 110.00%0.00%0.00%Q3 2023Q3 20231
WEALTHCARE CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q1 2015Q1 20151
Jane Street Holding, LLC 110.02%0.02%0.02%Q3 2013Q3 20131
BUCKINGHAM STRATEGIC WEALTH, LLC 110.05%0.05%0.05%Q2 2020Q2 20201
TRUSTCORE FINANCIAL SERVICES, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Sunbelt Securities, Inc. 110.10%0.10%0.10%Q4 2016Q4 20161
Carroll Financial Associates, Inc. 110.00%0.00%0.00%Q1 2020Q1 20201
Ancora Advisors LLC 110.01%0.01%0.01%Q4 2016Q4 20161
Stonebridge Capital Advisors LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Nachman Norwood & Parrott, Inc 110.00%0.00%0.00%Q3 2020Q3 20201
LAKE STREET ADVISORS GROUP, LLC 110.03%0.03%0.03%Q3 2021Q3 20211
Mirador Capital Partners LP 110.11%0.11%0.11%Q4 2019Q4 20191
MEEDER ASSET MANAGEMENT INC 110.00%0.00%0.00%Q4 2021Q4 20211
OLIVER LAGORE VANVALIN INVESTMENT GROUP 110.00%0.00%0.00%Q2 2023Q2 20231
OLD MISSION CAPITAL, LLC 110.02%0.02%0.02%Q4 2016Q4 20161
Kalos Management, Inc. 110.00%0.00%0.00%Q4 2015Q4 20151
Ground Swell Capital, LLC 110.09%0.09%0.09%Q2 2014Q2 20141
Lindbrook Capital, LLC 110.02%0.02%0.02%Q2 2019Q2 20191
Tower Research Capital LLC (TRC) 110.00%0.00%0.00%Q1 2015Q1 20151
KEYBANK NATIONAL ASSOCIATION/OH 110.00%0.00%0.00%Q4 2019Q4 20191
Independent Advisor Alliance 110.09%0.09%0.09%Q1 2021Q1 20211
Lion Street Advisors, LLC 110.11%0.11%0.11%Q2 2023Q2 20231
FRANKLIN RESOURCES INC 110.00%0.00%0.00%Q3 2022Q3 20221
SEI INVESTMENTS CO 110.00%0.00%0.00%Q2 2015Q2 20151
MBE Wealth Management, LLC 110.03%0.03%0.03%Q1 2020Q1 20201
Cornerstone Financial Partners, LLC 110.11%0.11%0.11%Q2 2016Q2 20161
Institute for Wealth Management, LLC. 110.00%0.00%0.00%Q4 2019Q4 20191
INFRASTRUCTURE CAPITAL ADVISORS, LLC 110.02%0.02%0.02%Q1 2020Q1 20201
FSB PREMIER WEALTH MANAGEMENT, INC. 110.12%0.12%0.12%Q4 2022Q4 20221
ARCADIA INVESTMENT MANAGEMENT CORP/MI 110.00%0.00%0.00%Q2 2019Q2 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.