FIRST TR MID CAP CORE ALPHAD shareholder history

Current and past FIRST TR MID CAP CORE ALPHAD shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
ENVESTNET ASSET MANAGEMENT INC 42420.00%0.01%0.03%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.01%0.03%0.07%Q2 2013Q3 202342
D.A. DAVIDSON & CO. 42420.01%0.04%0.10%Q2 2013Q3 202342
CITIGROUP INC 42420.00%0.00%0.00%Q2 2013Q3 202342
OPPENHEIMER & CO INC 42420.01%0.02%0.04%Q2 2013Q3 202342
MORGAN STANLEY 42420.01%0.02%0.04%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.01%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.01%0.01%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.01%0.02%0.04%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.01%0.04%0.16%Q2 2013Q3 202342
FIRST TRUST ADVISORS LP 42420.00%0.00%0.02%Q2 2013Q3 202342
LPL Financial LLC 42420.04%0.09%0.21%Q2 2013Q3 202342
CONDOR CAPITAL MANAGEMENT 28130.05%1.07%2.41%Q2 2013Q3 202341
BENJAMIN F. EDWARDS & COMPANY, INC. 27140.00%0.12%0.58%Q2 2013Q3 202341
Janney Montgomery Scott LLC 29110.01%0.09%0.34%Q3 2013Q3 202340
FIFTH THIRD BANCORP 40400.00%0.00%0.00%Q2 2013Q1 202340
PNC FINANCIAL SERVICES GROUP, INC. 40400.00%0.00%0.00%Q4 2013Q3 202340
Private Advisor Group, LLC 22170.01%0.03%0.13%Q4 2013Q3 202339
JPMORGAN CHASE & CO 3540.00%0.00%0.00%Q2 2013Q3 202339
STIFEL FINANCIAL CORP 39390.01%0.03%0.05%Q1 2014Q3 202339
PARK NATIONAL CORP /OH/ 39390.03%0.09%0.13%Q2 2014Q4 202339
Raymond James Financial Services Advisors, Inc. 3710.03%0.13%0.63%Q2 2013Q3 202338
Cetera Advisors LLC 27100.01%0.10%0.32%Q2 2013Q3 202337
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1920.00%0.00%0.00%Q3 2013Q3 202337
US BANCORP \DE\ 2510.00%0.00%0.00%Q1 2014Q3 202337
Transamerica Financial Advisors, Inc. 36360.00%0.24%0.96%Q4 2014Q3 202336
Chicago Partners Investment Group LLC 36360.04%0.18%0.29%Q4 2014Q3 202336
UBS Group AG 36360.01%0.02%0.05%Q4 2014Q3 202336
Baird Financial Group, Inc. 34340.01%0.06%0.12%Q2 2015Q3 202334
STEPHENS INC /AR/ 3120.01%0.02%0.07%Q3 2013Q3 202333
AMERIPRISE FINANCIAL INC 3110.00%0.00%0.00%Q2 2013Q1 202232
Stratos Wealth Partners, LTD. 1710.01%0.04%0.09%Q2 2015Q3 202332
Cetera Investment Advisers 32320.06%0.17%0.34%Q4 2015Q3 202332
Anchor Investment Management, LLC 32320.00%0.00%0.01%Q1 2016Q4 202332
IFP Advisors, Inc 17140.00%0.03%0.07%Q4 2015Q3 202331
CAHILL FINANCIAL ADVISORS INC 2560.04%0.30%0.75%Q4 2013Q1 202231
Geneos Wealth Management Inc. 31310.00%0.01%0.01%Q1 2016Q3 202331
Advisory Services Network, LLC 1310.00%0.01%0.02%Q1 2015Q3 202330
Snowden Capital Advisors LLC 2280.15%0.31%0.65%Q1 2016Q3 202330
LVZ, Inc. 2720.07%0.36%0.67%Q2 2016Q3 202329
Prospera Financial Services Inc 17120.09%0.19%0.56%Q2 2016Q3 202329
HM PAYSON & CO 18110.01%0.01%0.02%Q4 2015Q3 202329
AlphaMark Advisors, LLC 28280.03%0.09%0.54%Q4 2016Q3 202328
SYNOVUS FINANCIAL CORP 18100.00%0.00%0.01%Q2 2013Q2 202028
Sterling Investment Advisors, Ltd. 28280.34%0.78%1.31%Q4 2016Q3 202328
Camelot Portfolios, LLC 2020.11%0.41%1.21%Q2 2013Q3 202228
WEDBUSH SECURITIES INC 1750.01%0.07%0.15%Q3 2016Q3 202327
First Allied Advisory Services, Inc. 27270.02%0.09%0.28%Q1 2014Q3 202027
Steward Partners Investment Advisory, LLC 27270.00%0.01%0.02%Q1 2017Q3 202327
Winslow, Evans & Crocker, Inc. 2070.00%0.01%0.01%Q4 2013Q4 202027
Cetera Advisor Networks LLC 2610.01%0.02%0.05%Q3 2016Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.01%0.02%Q2 2013Q4 201927
USCA RIA LLC 27270.04%0.08%0.17%Q2 2013Q4 201927
BB&T SECURITIES, LLC 26260.00%0.05%0.17%Q2 2013Q3 201926
Voya Financial Advisors, Inc. 25250.02%0.05%0.13%Q1 2015Q1 202125
B. Riley Wealth Advisors, Inc. 1220.02%0.25%0.51%Q2 2013Q3 202325
IHT Wealth Management, LLC 1450.00%0.06%0.30%Q4 2016Q3 202325
HL FINANCIAL SERVICES LLC 24240.08%0.11%0.15%Q2 2013Q1 201924
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2110.00%0.00%0.00%Q1 2015Q3 202324
Creative Planning 840.00%0.00%0.00%Q2 2013Q3 202324
CITY HOLDING CO 24240.01%0.02%0.03%Q4 2017Q3 202324
Sigma Planning Corp 1150.01%0.04%0.10%Q4 2014Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.01%0.02%0.02%Q4 2017Q3 202324
HighTower Advisors, LLC 24240.00%0.01%0.02%Q4 2017Q3 202324
BALDWIN BROTHERS LLC/MA 24240.00%0.00%0.00%Q1 2018Q4 202324
CWM, LLC 1050.00%0.00%0.01%Q2 2016Q3 202323
RFG Advisory, LLC 1420.02%0.05%0.14%Q3 2017Q3 202323
Citadel Advisors 810.00%0.00%0.01%Q1 2014Q2 202323
Bedel Financial Consulting, Inc. 23230.34%0.74%1.30%Q4 2017Q2 202323
NEXT Financial Group, Inc 1410.00%0.03%0.11%Q2 2014Q4 202123
MML INVESTORS SERVICES, LLC 1480.00%0.01%0.05%Q1 2017Q3 202322
Pinnacle Family Advisors, LLC 1320.10%0.88%5.60%Q4 2016Q2 202322
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.03%0.07%Q3 2018Q3 202321
JANE STREET GROUP, LLC 2010.00%0.01%0.03%Q2 2014Q1 202021
Atria Investments, Inc 1650.03%0.05%0.11%Q4 2015Q3 202321
Legacy Private Trust Co. 21210.10%0.44%1.05%Q4 2013Q4 201821
First Horizon Advisors, Inc. 920.00%0.00%0.00%Q4 2014Q3 202321
Tower Research Capital LLC (TRC) 1710.00%0.04%0.15%Q1 2014Q3 202320
American Portfolios Advisors 20200.01%0.04%0.12%Q4 2017Q3 202220
Global Retirement Partners, LLC 1030.00%0.03%0.32%Q4 2016Q3 202320
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
COMERICA SECURITIES,INC. 19190.02%0.03%0.05%Q1 2019Q3 202319
COMERICA SECURITIES INC 1090.05%0.14%0.40%Q4 2013Q4 201819
Commonwealth Equity Services, Inc 18180.02%0.03%0.03%Q2 2013Q3 201718
FMR LLC 1350.00%0.00%0.00%Q1 2019Q3 202318
MARINER INDEPENDENT ADVISOR NETWORK, LLC 1310.10%0.16%0.33%Q2 2014Q3 202117
WFG Advisors, LP 17170.02%0.04%0.06%Q2 2013Q2 201717
BELLEVUE ASSET MANAGEMENT, LLC 16161.66%2.87%3.86%Q4 2019Q3 202316
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 1420.04%0.06%0.12%Q3 2019Q3 202316
Clearwater Capital Advisors, LLC 16160.06%0.41%0.60%Q2 2016Q1 202016
Gladstone Institutional Advisory LLC 16160.03%0.26%1.07%Q4 2018Q3 202216
Element Wealth, LLC 16160.26%0.33%0.37%Q4 2019Q3 202316
GOLDMAN SACHS GROUP INC 910.00%0.00%0.00%Q2 2014Q2 202316
Baker Avenue Asset Management, LP 810.02%0.09%1.08%Q2 2013Q4 201916
TRUIST FINANCIAL CORP 16160.00%0.00%0.01%Q4 2019Q3 202316
Bison Wealth, LLC 16160.14%0.26%0.41%Q3 2015Q2 201916
Titus Wealth Management 15150.16%0.26%0.48%Q4 2018Q2 202215
PACIFIC SUN FINANCIAL CORP 610.64%0.80%1.31%Q1 2018Q2 202315
Cypress Wealth Services, LLC 15150.06%0.37%0.60%Q4 2017Q2 202115
Advisor Group, Inc. 15150.02%0.03%0.04%Q2 2016Q4 201915
Good Life Advisors, LLC 1320.05%0.13%0.28%Q4 2016Q1 202115
Western Wealth Management, LLC 870.05%0.11%0.17%Q4 2019Q3 202315
MSI Financial Services Inc 15150.00%0.02%0.12%Q2 2013Q4 201615
AdvisorNet Financial, Inc 15150.00%0.00%0.01%Q3 2018Q1 202215
OSAIC HOLDINGS, INC. 15150.01%0.03%0.03%Q1 2020Q3 202315
Parkside Financial Bank & Trust 14140.00%0.00%0.00%Q2 2017Q3 202014
INVESTMENT CENTERS OF AMERICA INC 14140.04%0.08%0.14%Q2 2014Q3 201714
Dorsey Wright & Associates 610.03%2.36%4.89%Q2 2013Q3 202314
Aspire Private Capital, LLC 1310.00%0.00%0.00%Q4 2019Q3 202314
COZAD ASSET MANAGEMENT INC 14140.15%0.18%0.19%Q2 2020Q3 202314
Intersect Capital LLC 1040.05%0.12%0.22%Q3 2017Q3 202114
GREAT VALLEY ADVISOR GROUP, INC. 14140.02%0.03%0.04%Q2 2020Q3 202314
StoneX Group Inc. 810.05%0.21%0.43%Q3 2017Q2 202314
WINTRUST INVESTMENTS LLC 1310.04%0.26%0.49%Q4 2016Q2 202014
Cedar Brook Financial Partners, LLC 810.05%0.20%0.50%Q4 2018Q3 202314
HUNTINGTON NATIONAL BANK 14140.00%0.00%0.00%Q2 2020Q3 202314
Rockefeller Capital Management L.P. 14140.00%0.00%0.00%Q4 2019Q1 202314
VSR Financial Services, Inc. 13130.03%0.13%0.70%Q2 2013Q2 201613
Cornerstone Wealth Management, LLC 710.04%0.14%0.39%Q1 2016Q2 202113
Arrow Investment Advisors, LLC 613.04%4.07%5.42%Q2 2013Q4 202113
Hexagon Capital Partners LLC 13130.01%0.01%0.01%Q3 2020Q3 202313
Rathbones Group PLC 13130.00%0.00%0.01%Q3 2020Q3 202313
Kestra Advisory Services, LLC 13130.14%0.20%0.28%Q3 2020Q3 202313
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.04%0.11%0.22%Q3 2020Q3 202313
DB Wealth Management Group, LLC 12120.05%0.07%0.10%Q4 2020Q3 202312
DHJJ Financial Advisors, Ltd. 12120.76%0.84%0.94%Q4 2020Q3 202312
Southland Equity Partners LLC 12120.23%0.31%0.44%Q4 2020Q3 202312
Astor Investment Management LLC 12120.34%2.47%3.99%Q1 2014Q4 201612
Wealthcare Advisory Partners LLC 1110.01%0.01%0.02%Q3 2017Q1 202112
AMERICAN INTERNATIONAL GROUP, INC. 12120.01%0.01%0.01%Q2 2013Q1 201612
Ten Capital Wealth Advisors, LLC 12120.08%0.23%0.42%Q3 2020Q2 202312
FLOW TRADERS U.S. LLC 510.00%0.06%0.33%Q3 2016Q2 202312
Intrua Financial, LLC 12120.08%0.09%0.12%Q2 2020Q1 202312
Tradition Wealth Management, LLC 12120.01%0.02%0.03%Q4 2020Q3 202312
SMITH HAYES Advisers, Inc 12120.18%0.35%0.47%Q2 2013Q1 201612
Equitable Holdings, Inc. 12120.00%0.01%0.01%Q4 2020Q3 202312
Kingsview Wealth Management, LLC 1010.02%0.12%0.20%Q4 2017Q3 202311
NORTHWEST WEALTH MANAGEMENT, LLC 830.22%0.26%0.32%Q4 2016Q3 201911
CENTRAL TRUST Co 920.00%0.00%0.00%Q3 2013Q1 202011
Financial Advocates Investment Management 11110.03%0.07%0.14%Q4 2017Q2 202011
OneDigital Investment Advisors LLC 650.01%0.07%0.17%Q1 2019Q4 202111
BlackRock Inc. 11110.00%0.00%0.00%Q2 2020Q4 202211
HBK Sorce Advisory LLC 610.14%0.28%0.38%Q1 2017Q1 202011
MANUFACTURERS LIFE INSURANCE COMPANY, THE 620.00%0.00%0.00%Q3 2014Q3 201811
BENJAMIN EDWARDS INC 920.00%0.03%0.08%Q1 2020Q1 202311
Spire Wealth Management 11110.00%0.01%0.02%Q1 2021Q3 202311
WESTPORT RESOURCES MANAGEMENT INC 11110.00%0.00%0.00%Q2 2013Q4 201511
HARBOUR INVESTMENTS, INC. 640.02%0.09%0.18%Q1 2021Q3 202310
AVANTAX ADVISORY SERVICES, INC. 10100.02%0.03%0.04%Q2 2021Q3 202310
CREATIVE FINANCIAL DESIGNS INC /ADV 10100.00%0.01%0.01%Q2 2021Q3 202310
Virtu Financial LLC 510.03%0.14%0.40%Q3 2014Q3 201910
GPS Wealth Strategies Group, LLC 730.00%0.00%0.00%Q1 2021Q3 202310
Perigon Wealth Management, LLC 910.06%0.10%0.14%Q3 2011Q3 202310
Avior Wealth Management, LLC 10100.00%0.00%0.02%Q2 2021Q3 202310
BDO Wealth Advisors, LLC 10100.00%0.00%0.00%Q1 2021Q2 202310
RAYMOND JAMES TRUST N.A. 710.01%0.04%0.06%Q3 2013Q3 202310
TUCKER ASSET MANAGEMENT LLC 990.00%0.00%0.00%Q1 2021Q1 20239
JNBA Financial Advisors 990.00%0.00%0.00%Q2 2014Q2 20169
Kozak & Associates, Inc. 990.00%0.00%0.01%Q3 2021Q3 20239
Independent Wealth Network Inc. 990.24%0.31%0.38%Q3 2021Q3 20239
Allworth Financial LP 810.00%0.01%0.03%Q2 2020Q3 20239
Keel Point, LLC 810.04%0.06%0.10%Q1 2016Q2 20189
HOWE & RUSLING INC 810.02%0.03%0.03%Q4 2020Q2 20239
AE Wealth Management LLC 990.00%0.01%0.01%Q1 2021Q1 20239
1776 Wealth LLC 990.11%0.16%0.22%Q4 2019Q4 20219
Larson Financial Group LLC 990.00%0.00%0.00%Q3 2021Q3 20239
CITIZENS FINANCIAL GROUP INC/RI 510.00%0.04%0.07%Q2 2016Q3 20238
WESTWOOD HOLDINGS GROUP INC 880.00%0.00%0.00%Q4 2021Q3 20238
Sowell Financial Services LLC 510.00%0.02%0.05%Q4 2018Q1 20218
Lindbrook Capital, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Kaydan Wealth Management, Inc. 880.55%0.95%1.51%Q4 2021Q3 20238
MONECO Advisors, LLC 880.33%0.48%0.67%Q4 2021Q3 20238
SAGE PRIVATE WEALTH GROUP, LLC 880.01%0.02%0.03%Q4 2020Q3 20228
Virtue Capital Management, LLC 880.06%0.07%0.08%Q4 2021Q3 20238
Keystone Wealth Services, LLC 880.34%0.42%0.61%Q4 2021Q3 20238
Quantum Private Wealth, LLC 880.22%0.26%0.31%Q4 2021Q3 20238
GIRARD SECURITIES, INC. 880.32%0.49%0.70%Q4 2015Q3 20178
Apollon Wealth Management, LLC 880.06%0.09%0.11%Q4 2021Q3 20238
Arkadios Wealth Advisors 880.01%0.01%0.02%Q4 2019Q3 20218
PFG Advisors 880.04%0.05%0.05%Q4 2021Q3 20238
SOUTH GEORGIA CAPITAL, LLC 880.01%0.02%0.03%Q4 2013Q3 20158
BAIRD ROBERT W & CO INC /WI/ 880.02%0.07%0.10%Q2 2013Q1 20158
NEW ENGLAND SECURITIES CORP /MA/ 770.03%0.09%0.15%Q2 2013Q4 20147
FLAGSHIP HARBOR ADVISORS, LLC 430.02%0.02%0.03%Q2 2021Q1 20237
B. Riley Wealth Management, Inc. 610.01%0.11%0.24%Q1 2014Q3 20187
Placemark Investments, Inc. 770.01%0.01%0.03%Q2 2013Q4 20147
Parisi Gray Wealth Management 610.00%0.01%0.01%Q4 2017Q2 20217
MONEY CONCEPTS CAPITAL CORP 520.00%0.04%0.09%Q4 2020Q4 20227
Kovack Advisors, Inc. 430.12%0.32%0.48%Q1 2015Q2 20177
Golden State Equity Partners 430.13%2.29%3.84%Q2 2021Q3 20237
Atria Wealth Solutions, Inc. 770.01%0.03%0.05%Q1 2022Q3 20237
Ancora Advisors LLC 610.00%0.00%0.00%Q3 2018Q1 20217
LIBERTY WEALTH MANAGEMENT LLC 770.01%0.01%0.01%Q4 2018Q2 20207
Integrated Wealth Concepts LLC 770.03%0.03%0.04%Q1 2022Q3 20237
WHITENER CAPITAL MANAGEMENT, INC. 520.00%0.01%0.02%Q4 2017Q3 20197
NATIONAL PLANNING CORP 410.02%0.03%0.04%Q1 2014Q3 20177
Virtu KCG Holdings LLC 430.01%0.02%0.05%Q3 2015Q2 20177
NewEdge Advisors, LLC 610.00%0.01%0.01%Q2 2017Q3 20237
AVIANCE CAPITAL MANAGEMENT, LLC 520.05%0.18%0.37%Q4 2014Q3 20167
Total Clarity Wealth Management, Inc. 770.60%1.07%1.81%Q1 2021Q3 20227
Global Financial Private Capital, Inc 660.01%0.01%0.01%Q3 2017Q4 20186
BARCLAYS PLC 420.00%0.00%0.00%Q2 2018Q3 20216
First Heartland Consultants, Inc. 510.03%0.27%0.37%Q2 2013Q3 20236
Covington Capital Management 660.00%0.00%0.00%Q2 2021Q3 20226
SG Americas Securities, LLC 410.00%0.01%0.01%Q3 2013Q3 20176
SII INVESTMENTS INC/WI 510.05%0.09%0.17%Q2 2013Q4 20176
CHURCHILL MANAGEMENT Corp 660.47%0.81%1.47%Q2 2013Q3 20146
DEUTSCHE BANK AG\ 660.00%0.00%0.00%Q3 2013Q4 20146
Plante Moran Financial Advisors, LLC 510.00%0.01%0.01%Q1 2019Q3 20226
MCDONALD PARTNERS LLC 420.09%0.10%0.13%Q4 2020Q2 20226
Ameritas Investment Company, LLC 310.01%0.03%0.07%Q4 2018Q3 20216
Eudaimonia Partners, LLC 660.02%0.03%0.04%Q4 2019Q1 20216
FDx Advisors, Inc. 510.01%0.01%0.01%Q1 2016Q4 20176
Golden State Wealth Management, LLC 420.06%0.30%0.63%Q1 2019Q1 20226
UBS AG 660.04%0.05%0.05%Q2 2013Q3 20146
PRIVATE TRUST CO NA 660.00%0.01%0.03%Q2 2022Q3 20236
Financial Gravity Asset Management, Inc. 330.00%0.00%0.00%Q1 2018Q3 20196
SIGNATUREFD, LLC 510.00%0.00%0.00%Q1 2014Q3 20236
Ameritas Advisory Services, LLC 420.01%0.01%0.03%Q4 2021Q3 20236
Formidable Asset Management, LLC 550.03%0.04%0.05%Q1 2015Q1 20165
J.W. COLE ADVISORS, INC. 410.02%0.07%0.10%Q4 2021Q3 20235
Bank of New York Mellon Corp 550.00%0.00%0.00%Q1 2022Q1 20235
Rehmann Capital Advisory Group 550.01%0.01%0.01%Q1 2018Q1 20195
Alliance Wealth Advisors, LLC 550.25%0.80%2.86%Q4 2020Q4 20215
Key FInancial Inc 550.01%0.01%0.01%Q3 2022Q3 20235
Laurel Wealth Advisors, Inc. 410.04%0.05%0.06%Q3 2018Q4 20195
National Wealth Management Group, LLC 550.29%0.30%0.32%Q3 2022Q3 20235
IFG Advisory, LLC 550.02%0.03%0.04%Q1 2022Q1 20235
Wagner Wealth Management, LLC 320.00%0.01%0.01%Q2 2021Q3 20225
Simplicity Solutions, LLC 410.02%0.18%0.29%Q1 2015Q3 20185
S.C. Financial Services, Inc. 550.37%0.46%0.52%Q4 2021Q4 20225
Kowal Investment Group, LLC 410.05%0.14%0.17%Q3 2021Q3 20235
NORTHERN TRUST CORP 550.00%0.00%0.00%Q1 2022Q1 20235
Brown Miller Wealth Management, LLC 410.20%0.25%0.29%Q1 2021Q3 20235
TWO SIGMA SECURITIES, LLC 110.00%0.06%0.27%Q4 2015Q2 20235
Lloyd Advisory Services, LLC. 550.00%0.00%0.00%Q1 2021Q1 20225
Holloway Wealth Management, LLC 550.94%1.41%2.08%Q1 2021Q1 20225
Regal Investment Advisors LLC 410.00%0.00%0.01%Q4 2013Q3 20155
Strategic Asset Management, LLC 550.11%0.12%0.12%Q3 2021Q3 20225
Pinnacle Bancorp, Inc. 410.00%0.01%0.03%Q1 2017Q3 20235
Belpointe Asset Management LLC 310.02%0.02%0.02%Q3 2022Q3 20234
Ausdal Financial Partners, Inc. 440.16%0.17%0.20%Q4 2015Q3 20164
Kistler-Tiffany Companies, LLC 440.01%0.06%0.08%Q3 2022Q2 20234
ICA Group Wealth Management, LLC 440.00%0.07%0.14%Q4 2022Q3 20234
Moors & Cabot, Inc. 440.02%0.03%0.03%Q4 2022Q3 20234
Hilltop Holdings Inc. 440.11%0.12%0.12%Q3 2013Q2 20144
Capital Investment Advisory Services, LLC 440.00%0.00%0.00%Q4 2018Q3 20194
Coppell Advisory Solutions LLC 440.01%0.51%0.82%Q4 2022Q3 20234
LexAurum Advisors, LLC 220.93%1.05%1.16%Q4 2017Q3 20214
SUNTRUST BANKS INC 440.00%0.01%0.01%Q1 2017Q4 20174
Live Oak Investment Partners 440.05%0.10%0.12%Q4 2022Q3 20234
Park Edge Advisors, LLC 440.13%0.18%0.32%Q4 2022Q3 20234
Per Stirling Capital Management, LLC. 440.69%0.76%0.88%Q4 2022Q3 20234
FAS Wealth Partners, Inc. 440.02%0.03%0.03%Q4 2022Q3 20234
Premia Global Advisors, LLC 441.12%1.54%2.50%Q2 2018Q1 20194
MAI Capital Management 440.00%0.00%0.00%Q4 2022Q3 20234
Clarus Wealth Advisors 440.05%0.06%0.10%Q2 2018Q1 20194
MUFG Americas Holdings Corp 440.00%0.00%0.00%Q4 2021Q3 20224
PERSONAL CFO SOLUTIONS, LLC 440.14%0.18%0.25%Q4 2022Q3 20234
Concorde Asset Management, LLC 310.16%0.25%0.34%Q2 2015Q4 20194
Integrated Wealth Management 440.01%0.16%0.46%Q2 2016Q1 20174
Realta Investment Advisors 440.02%0.02%0.03%Q1 2019Q4 20194
Farther Finance Advisors, LLC 440.04%0.08%0.13%Q4 2022Q3 20234
Madden Advisory Services, Inc. 440.02%0.03%0.03%Q4 2013Q3 20144
Trifecta Capital Advisors, LLC 440.00%0.00%0.01%Q4 2022Q3 20234
Sonora Investment Management, LLC 330.00%0.00%0.00%Q1 2021Q3 20213
Moloney Securities Asset Management, LLC 210.04%0.05%0.06%Q2 2021Q1 20223
Acorn Wealth Advisors, LLC 330.05%0.06%0.06%Q4 2017Q2 20183
MGO ONE SEVEN LLC 210.01%0.01%0.02%Q4 2017Q4 20183
Stonebridge Financial Planning Group, LLC 330.02%0.02%0.03%Q4 2019Q2 20203
Harvest Investment Services, LLC 330.66%0.88%1.00%Q1 2021Q3 20213
COMERICA BANK 210.00%0.00%0.01%Q2 2013Q3 20233
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 210.01%0.02%0.02%Q4 2020Q4 20223
Advisor Resource Council 110.05%0.12%0.20%Q2 2021Q2 20223
CoreCap Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20223
TCI Wealth Advisors, Inc. 330.08%0.08%0.08%Q3 2016Q1 20173
ALLIANCEBERNSTEIN L.P. 330.00%0.00%0.00%Q3 2014Q1 20153
Renaissance Technologies 330.00%0.00%0.00%Q1 2018Q3 20183
Koshinski Asset Management, Inc. 330.01%0.01%0.01%Q3 2021Q1 20223
Fortress Wealth Group, LLC 334.30%4.42%4.48%Q1 2023Q3 20233
Cavalier Investments, LLC 330.16%0.17%0.18%Q1 2017Q3 20173
ARS Wealth Advisors Group, LLC 330.08%0.20%0.34%Q2 2022Q4 20223
SEI INVESTMENTS CO 110.00%0.00%0.00%Q3 2015Q2 20183
Sunbelt Securities, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
EWG Elevate Inc. 110.00%0.06%0.10%Q2 2021Q4 20223
Clearstead Advisors, LLC 210.00%0.00%0.00%Q1 2020Q4 20223
IFC Holdings Incorporated/FL 330.08%0.14%0.17%Q2 2017Q4 20173
CREDIT SUISSE AG/ 210.00%0.00%0.01%Q3 2013Q4 20153
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 220.00%0.00%0.00%Q2 2016Q3 20162
IAMS WEALTH MANAGEMENT, LLC 220.92%0.95%0.99%Q4 2022Q1 20232
UNITED CAPITAL FINANCIAL ADVISORS, LLC 220.00%0.00%0.00%Q4 2021Q1 20222
BANK OF MONTREAL /CAN/ 110.00%0.00%0.00%Q1 2015Q1 20192
Pensionmark Financial Group, LLC 220.11%0.12%0.13%Q3 2019Q4 20192
ASSETMARK, INC 110.00%0.00%0.00%Q1 2022Q4 20222
ABLE Financial Group, LLC 220.14%0.15%0.16%Q1 2023Q2 20232
EverSource Wealth Advisors, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Kraft, Davis & Associates, LLC 110.08%0.25%0.41%Q4 2022Q2 20232
American Institute for Advanced Investment Management, LLP 220.43%0.56%0.68%Q2 2023Q3 20232
PRW Wealth Management LLC 220.04%0.04%0.04%Q4 2018Q1 20192
VERUS CAPITAL PARTNERS, LLC 220.01%0.03%0.05%Q4 2019Q1 20202
IAG Wealth Partners, LLC 220.01%0.02%0.02%Q4 2019Q1 20202
FSB PREMIER WEALTH MANAGEMENT, INC. 110.06%0.09%0.12%Q4 2021Q2 20232
Jaffetilchin Investment Partners, LLC 220.09%0.09%0.09%Q4 2016Q1 20172
Covenant Multifamily Offices, LLC 220.00%0.01%0.02%Q2 2015Q3 20152
G&S Capital LLC 110.00%0.28%0.57%Q1 2020Q2 20212
MANAGED ACCOUNT ADVISORS LLC 220.00%0.00%0.00%Q1 2015Q2 20152
STIFEL NICOLAUS & CO INC \MO\ 220.02%0.03%0.03%Q2 2013Q3 20132
Coppell Advisory Solutions Corp. 220.61%0.71%0.82%Q4 2022Q1 20232
Keebeck Wealth Management, LLC 110.00%1.00%2.00%Q4 2019Q2 20202
VisionPoint Advisory Group, LLC 110.06%0.08%0.09%Q2 2019Q4 20192
WealthPLAN Partners, LLC 110.00%0.00%0.00%Q4 2015Q2 20162
Nemes Rush Group LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Halpern Financial, Inc. 220.01%0.01%0.01%Q3 2021Q4 20212
TOWER TRUST Co 220.15%0.16%0.16%Q2 2013Q3 20132
BKA Wealth Consulting, Inc. 110.31%0.33%0.34%Q1 2022Q2 20232
Trust Co 220.01%0.01%0.01%Q3 2017Q4 20172
Secure Asset Management, LLC 220.61%0.63%0.64%Q4 2022Q1 20232
FineMark National Bank & Trust 110.00%0.00%0.00%Q4 2013Q3 20152
PCA Investment Advisory Services Inc. 220.07%0.11%0.14%Q1 2023Q2 20232
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 220.04%0.05%0.06%Q2 2016Q3 20162
Colonial River Wealth Management, LLC 220.19%0.19%0.20%Q4 2021Q1 20222
Pine Valley Investments Ltd Liability Co 220.02%0.03%0.03%Q1 2023Q2 20232
BESSEMER GROUP INC 220.00%0.00%0.00%Q3 2015Q4 20152
Independent Advisor Alliance 110.01%0.02%0.04%Q1 2017Q4 20192
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 220.07%0.07%0.07%Q2 2023Q3 20232
1834 INVESTMENT ADVISORS CO 220.00%0.00%0.01%Q4 2017Q1 20182
PSI Advisors, LLC 220.03%0.04%0.04%Q2 2023Q3 20232
Financial Gravity Companies, Inc. 110.00%0.00%0.00%Q1 2018Q4 20182
Cresset Asset Management, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
WealthOne, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
IMA Wealth, Inc. 110.00%0.00%0.00%Q3 2018Q3 20181
Gradient Investments LLC 110.00%0.00%0.00%Q3 2022Q3 20221
XML Financial, LLC 110.09%0.09%0.09%Q4 2019Q4 20191
Legacy Financial Group LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Confluence Wealth Services, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
B. Riley Financial, Inc. 110.06%0.06%0.06%Q2 2018Q2 20181
Orion Portfolio Solutions, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
RELIANCE TRUST CO OF DELAWARE 110.05%0.05%0.05%Q1 2019Q1 20191
CALTON & ASSOCIATES, INC. 110.03%0.03%0.03%Q4 2017Q4 20171
CAPTRUST FINANCIAL ADVISORS 110.00%0.00%0.00%Q1 2019Q1 20191
Leelyn Smith, LLC 110.10%0.10%0.10%Q4 2019Q4 20191
TOWNSQUARE CAPITAL LLC 110.01%0.01%0.01%Q3 2023Q3 20231
GFS Advisors, LLC 110.05%0.05%0.05%Q1 2016Q1 20161
Accurate Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
U.S. Capital Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Edge Advisors, LLC 110.00%0.00%0.00%Q2 2017Q2 20171
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
HANCOCK WHITNEY INVESTMENT SERVICES INC. 110.04%0.04%0.04%Q4 2021Q4 20211
Strategic Investment Solutions, Inc. /IL 110.00%0.00%0.00%Q3 2023Q3 20231
NewEdge Wealth, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Comprehensive Financial Consultants Institutional, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
GM Advisory Group, LLC 110.08%0.08%0.08%Q4 2016Q4 20161
McElhenny Sheffield Capital Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Headlands Technologies LLC 110.00%0.00%0.00%Q1 2023Q1 20231
WASHINGTON TRUST BANK 110.00%0.00%0.00%Q4 2014Q4 20141
Empowered Funds, LLC 110.11%0.11%0.11%Q2 2022Q2 20221
NBC SECURITIES, INC. 110.16%0.16%0.16%Q3 2023Q3 20231
tru Independence LLC 110.02%0.02%0.02%Q2 2021Q2 20211
WOODWARD DIVERSIFIED CAPITAL, LLC 110.19%0.19%0.19%Q4 2021Q4 20211
Patriot Financial Group Insurance Agency, LLC 110.02%0.02%0.02%Q1 2019Q1 20191
LINCOLN NATIONAL CORP 110.01%0.01%0.01%Q4 2017Q4 20171
ForthRight Wealth Management, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Hanlon Investment Management, Inc. 110.20%0.20%0.20%Q3 2023Q3 20231
Blue Trust, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
JONES FINANCIAL COMPANIES LLLP 110.00%0.00%0.00%Q2 2021Q2 20211
Sound Income Strategies, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Qube Research & Technologies Ltd 110.00%0.00%0.00%Q3 2023Q3 20231
CENTAURUS FINANCIAL, INC. 110.00%0.00%0.00%Q2 2018Q2 20181
True Link Financial Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
SeaCrest Wealth Management, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Sandy Spring Bank 110.00%0.00%0.00%Q3 2023Q3 20231
GIRARD PARTNERS LTD. 110.00%0.00%0.00%Q3 2018Q3 20181
NOMURA HOLDINGS INC 110.00%0.00%0.00%Q3 2013Q3 20131
PFG Private Wealth Management, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
GTS SECURITIES LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Pinnacle Wealth Planning Services, Inc. 110.03%0.03%0.03%Q2 2023Q2 20231
HHM Wealth Advisors, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
BROWN ADVISORY INC 110.00%0.00%0.00%Q3 2022Q3 20221
Peterson Wealth Advisors, LLC 110.28%0.28%0.28%Q1 2020Q1 20201
Valeo Financial Advisors, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
BEDEL FINANCIAL CONSULTING INC 110.32%0.32%0.32%Q3 2023Q3 20231
V Wealth Advisors LLC 110.05%0.05%0.05%Q1 2022Q1 20221
Waterloo Capital, L.P. 110.18%0.18%0.18%Q3 2023Q3 20231
Envestnet Portfolio Solutions, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
OneAscent Financial Services LLC 110.12%0.12%0.12%Q1 2023Q1 20231
Truvestments Capital LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Interchange Capital Partners, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Shamrock Asset Management LLC 110.02%0.02%0.02%Q1 2014Q1 20141
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q1 2014Q1 20141
Argentus Capital Management, LLC 111.21%1.21%1.21%Q3 2014Q3 20141
Essex Financial Services, Inc. 110.01%0.01%0.01%Q1 2022Q1 20221
Gateway Wealth Partners, LLC 110.04%0.04%0.04%Q1 2023Q1 20231
CNB Bank 110.02%0.02%0.02%Q2 2019Q2 20191
KPP Advisory Services LLC 110.11%0.11%0.11%Q3 2023Q3 20231
Legacy Trust 110.08%0.08%0.08%Q4 2022Q4 20221
BB&T INVESTMENT SERVICES, INC. 110.00%0.00%0.00%Q4 2017Q4 20171
Altus Wealth Group LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Asset Dedication, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Csenge Advisory Group 110.08%0.08%0.08%Q2 2018Q2 20181
Timber Hill LLC 110.01%0.01%0.01%Q2 2013Q2 20131
KNIGHT CAPITAL GROUP LLC 110.02%0.02%0.02%Q2 2013Q2 20131
Almanack Investment Partners, LLC. 110.00%0.00%0.00%Q3 2022Q3 20221
Blackhawk Capital Partners LLC. 110.01%0.01%0.01%Q2 2018Q2 20181
Trinity Legacy Partners, LLC 110.08%0.08%0.08%Q2 2022Q2 20221
Strategic Blueprint, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Great Diamond Partners, LLC 110.02%0.02%0.02%Q4 2019Q4 20191
Fortitude Advisory Group L.L.C. 110.01%0.01%0.01%Q4 2021Q4 20211
External links

This page lists all the filers that currently own FIRST TR MID CAP CORE ALPHAD or have owned FIRST TR MID CAP CORE ALPHAD in the past.