FIRST TR VALUE LINE 100 ETF shareholder history

Current and past FIRST TR VALUE LINE 100 ETF shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
WELLS FARGO & COMPANY/MN 30300.00%0.00%0.00%Q2 2013Q3 202030
BANK OF AMERICA CORP /DE/ 30300.00%0.00%0.00%Q2 2013Q3 202030
ROYAL BANK OF CANADA 30300.00%0.00%0.00%Q2 2013Q3 202030
Winslow, Evans & Crocker, Inc. 28280.00%0.00%0.00%Q4 2013Q3 202028
MORGAN STANLEY 28280.00%0.00%0.00%Q4 2013Q3 202028
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.00%0.00%Q2 2013Q4 201927
UBS Group AG 24240.00%0.00%0.00%Q4 2014Q3 202024
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 24240.06%0.11%0.20%Q2 2013Q1 201924
PNC FINANCIAL SERVICES GROUP, INC. 23230.00%0.00%0.00%Q1 2015Q3 202023
OPPENHEIMER & CO INC 23230.01%0.01%0.01%Q4 2014Q2 202023
HL FINANCIAL SERVICES LLC 22220.05%0.07%0.09%Q2 2013Q3 201822
SUSQUEHANNA INTERNATIONAL GROUP, LLP 710.00%0.00%0.00%Q2 2013Q2 202022
LPL Financial LLC 1410.00%0.01%0.01%Q2 2013Q3 202021
SignalPoint Asset Management, LLC 20200.18%0.50%1.41%Q2 2013Q1 201820
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Winfield Associates, Inc. 17170.03%0.04%0.04%Q4 2013Q4 201717
Concert Wealth Management Inc. 16160.09%0.12%0.22%Q2 2013Q1 201716
NEXT Financial Group, Inc 970.00%0.00%0.00%Q3 2015Q1 202016
Camelot Portfolios, LLC 1420.10%0.16%0.25%Q1 2016Q3 202016
JANE STREET GROUP, LLC 920.00%0.00%0.00%Q2 2016Q3 202015
Institute for Wealth Management, LLC. 14140.18%0.24%0.32%Q2 2017Q3 202014
First Heartland Consultants, Inc. 14140.02%0.18%0.34%Q4 2013Q1 201714
American Portfolios Advisors 12120.00%0.00%0.00%Q4 2017Q3 202012
Shamrock Asset Management LLC 12120.00%0.00%0.01%Q4 2016Q3 201912
Citadel Advisors 420.00%0.00%0.00%Q2 2015Q3 202012
ENVESTNET ASSET MANAGEMENT INC 750.00%0.00%0.00%Q2 2013Q3 201612
MSI Financial Services Inc 11110.00%0.00%0.00%Q2 2014Q4 201611
Capital Analysts, LLC 11110.00%0.01%0.01%Q1 2018Q3 202011
Cambridge Investment Research Advisors, Inc. 10100.00%0.01%0.01%Q4 2017Q1 202010
Timber Hill LLC 990.00%0.00%0.00%Q2 2013Q2 20159
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 990.00%0.00%0.01%Q3 2018Q3 20209
CITIGROUP INC 990.00%0.00%0.00%Q2 2015Q2 20179
WFG Advisors, LP 880.00%0.01%0.01%Q3 2015Q2 20178
Evercore Wealth Management, LLC 770.00%0.00%0.00%Q2 2016Q4 20177
NEW ENGLAND SECURITIES CORP /MA/ 770.01%0.02%0.02%Q2 2013Q4 20147
FLAGSHIP HARBOR ADVISORS, LLC 660.00%0.00%0.00%Q2 2018Q3 20196
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
US BANCORP \DE\ 550.00%0.00%0.00%Q1 2016Q1 20175
Partnervest Advisory Services LLC 550.01%0.01%0.01%Q2 2013Q2 20145
BANK OF MONTREAL /CAN/ 550.00%0.00%0.00%Q2 2017Q2 20185
Private Advisor Group, LLC 440.00%0.01%0.01%Q1 2019Q4 20194
Capital Investment Advisory Services, LLC 440.00%0.01%0.02%Q4 2018Q3 20194
CREDIT SUISSE AG/ 220.00%0.00%0.00%Q2 2013Q4 20154
Creative Planning 440.00%0.00%0.00%Q2 2013Q1 20144
Clarus Wealth Advisors 440.04%0.05%0.07%Q2 2018Q1 20194
Founders Capital Management 440.00%0.00%0.00%Q4 2018Q3 20194
Stonebridge Financial Planning Group, LLC 330.01%0.01%0.01%Q4 2019Q2 20203
Virtu KCG Holdings LLC 210.00%0.01%0.01%Q3 2015Q2 20173
OSAIC HOLDINGS, INC. 330.00%0.00%0.00%Q1 2020Q3 20203
MGO ONE SEVEN LLC 210.00%0.01%0.01%Q4 2017Q4 20183
tru Independence LLC 330.00%0.00%0.01%Q4 2019Q2 20203
IFP Advisors, Inc 330.00%0.00%0.00%Q1 2017Q3 20173
NWAM LLC 330.23%0.24%0.26%Q2 2012Q4 20123
GOLDMAN SACHS GROUP INC 210.00%0.00%0.00%Q1 2012Q2 20133
Kingsview Wealth Management, LLC 220.02%0.03%0.03%Q2 2020Q3 20202
B. Riley Wealth Advisors, Inc. 110.00%0.00%0.00%Q2 2014Q4 20142
Virtu Financial LLC 110.02%0.02%0.02%Q3 2017Q3 20192
ACG Wealth 220.07%0.07%0.07%Q4 2017Q1 20182
Tower Research Capital LLC (TRC) 220.00%0.00%0.00%Q4 2015Q1 20162
Regal Investment Advisors LLC 220.00%0.00%0.00%Q1 2015Q2 20152
IHT Wealth Management, LLC 220.02%0.02%0.02%Q4 2017Q1 20182
RAYMOND JAMES & ASSOCIATES 220.00%0.00%0.00%Q4 2015Q1 20162
Ausdal Financial Partners, Inc. 110.00%0.00%0.00%Q4 2015Q4 20151
SII INVESTMENTS INC/WI 110.02%0.02%0.02%Q1 2017Q1 20171
CSS LLC/IL 110.00%0.00%0.00%Q2 2019Q2 20191
NEXT Financial Holdings 110.00%0.00%0.00%Q1 2019Q1 20191
BANK OF NOVA SCOTIA 110.21%0.21%0.21%Q4 2017Q4 20171
TOTAL INVESTMENT MANAGEMENT INC 110.13%0.13%0.13%Q3 2020Q3 20201
NATIONAL PLANNING CORP 110.00%0.00%0.00%Q4 2014Q4 20141
Aureus Asset Management, LLC 110.06%0.06%0.06%Q3 2014Q3 20141
SYNOVUS FINANCIAL CORP 110.00%0.00%0.00%Q4 2015Q4 20151
AMERIPRISE FINANCIAL INC 110.00%0.00%0.00%Q3 2014Q3 20141
Moloney Securities Asset Management, LLC 110.18%0.18%0.18%Q4 2016Q4 20161
Invesco Ltd. 110.00%0.00%0.00%Q2 2013Q2 20131
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.00%0.00%0.00%Q2 2018Q2 20181
Private Ocean, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
External links

This page lists all the filers that currently own FIRST TR VALUE LINE 100 ETF or have owned FIRST TR VALUE LINE 100 ETF in the past.