FIRST TR LRG CP VL ALPHADEX shareholder history

Current and past FIRST TR LRG CP VL ALPHADEX shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
WELLS FARGO & COMPANY/MN 42420.00%0.01%0.02%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.01%0.01%Q2 2013Q3 202342
LPL Financial LLC 42420.04%0.13%0.30%Q2 2013Q3 202342
Cetera Advisors LLC 42420.01%0.44%1.95%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.01%0.04%0.18%Q2 2013Q3 202342
D.A. DAVIDSON & CO. 42420.00%0.04%0.10%Q2 2013Q3 202342
MORGAN STANLEY 42420.02%0.05%0.12%Q2 2013Q3 202342
CITIGROUP INC 42420.00%0.00%0.00%Q2 2013Q3 202342
FIRST TRUST ADVISORS LP 42420.00%0.00%0.04%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.01%0.03%Q2 2013Q3 202342
OPPENHEIMER & CO INC 41410.01%0.05%0.11%Q3 2013Q3 202341
ENVESTNET ASSET MANAGEMENT INC 3370.00%0.01%0.04%Q2 2013Q3 202340
Cetera Advisor Networks LLC 40400.03%0.09%0.25%Q4 2013Q3 202340
JPMORGAN CHASE & CO 40400.00%0.00%0.00%Q4 2013Q3 202340
Raymond James Financial Services Advisors, Inc. 2510.02%0.09%0.24%Q2 2013Q3 202340
Cambridge Investment Research Advisors, Inc. 40400.01%0.13%0.55%Q4 2013Q3 202340
Private Advisor Group, LLC 40400.00%0.19%0.44%Q4 2013Q3 202340
Janney Montgomery Scott LLC 29110.01%0.04%0.12%Q3 2013Q3 202340
STIFEL FINANCIAL CORP 39390.00%0.01%0.01%Q1 2014Q3 202339
Smithfield Trust Co 38380.00%0.00%0.01%Q2 2014Q3 202338
SYNOVUS FINANCIAL CORP 37370.00%0.01%0.02%Q2 2013Q2 202237
US BANCORP \DE\ 3610.00%0.00%0.00%Q1 2014Q3 202337
HighTower Advisors, LLC 37370.00%0.03%0.10%Q3 2014Q3 202337
Stratos Wealth Partners, LTD. 36360.02%0.05%0.20%Q4 2014Q3 202336
UBS Group AG 36360.02%0.04%0.09%Q4 2014Q3 202336
PNC FINANCIAL SERVICES GROUP, INC. 3510.00%0.00%0.00%Q4 2013Q3 202336
BLAIR WILLIAM & CO/IL 2780.00%0.00%0.01%Q2 2013Q3 202335
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2610.00%0.00%0.00%Q2 2014Q3 202335
LVZ, Inc. 35350.13%0.27%0.47%Q1 2015Q3 202335
Baird Financial Group, Inc. 34340.00%0.02%0.08%Q2 2015Q3 202334
FIFTH THIRD BANCORP 2340.00%0.00%0.00%Q2 2013Q2 202334
Koshinski Asset Management, Inc. 1620.02%0.10%0.25%Q4 2014Q3 202333
Tower Research Capital LLC (TRC) 1810.00%0.05%0.17%Q1 2014Q3 202333
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1620.00%0.00%0.00%Q2 2013Q3 202332
Cetera Investment Advisers 32320.03%0.12%0.36%Q4 2015Q3 202332
ASSETMARK, INC 32320.00%0.00%0.01%Q4 2015Q3 202332
Geneos Wealth Management Inc. 31310.00%0.00%0.04%Q1 2016Q3 202331
GOLDMAN SACHS GROUP INC 2330.00%0.00%0.01%Q3 2013Q3 202331
IFP Advisors, Inc 17140.01%0.11%0.35%Q4 2015Q3 202331
Snowden Capital Advisors LLC 2280.19%0.31%0.45%Q1 2016Q3 202330
Clearwater Capital Advisors, LLC 30300.07%0.63%1.55%Q2 2016Q3 202330
Janney Capital Management LLC 1940.00%0.01%0.02%Q1 2014Q3 202329
First Allied Advisory Services, Inc. 29290.01%0.16%0.32%Q3 2013Q3 202029
CREATIVE FINANCIAL DESIGNS INC /ADV 28280.00%0.61%1.78%Q4 2016Q3 202328
BENJAMIN F. EDWARDS & COMPANY, INC. 2320.00%0.18%0.36%Q2 2014Q3 202328
IHT Wealth Management, LLC 28280.01%0.25%1.03%Q4 2016Q3 202328
AlphaMark Advisors, LLC 28280.03%0.07%0.14%Q4 2016Q3 202328
MML INVESTORS SERVICES, LLC 27270.01%0.03%0.07%Q1 2017Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.01%0.01%0.03%Q2 2013Q4 201927
Global Retirement Partners, LLC 2070.00%0.01%0.06%Q4 2016Q3 202327
Winslow, Evans & Crocker, Inc. 27270.00%0.01%0.03%Q2 2014Q4 202027
NEXT Financial Group, Inc 1420.00%0.02%0.05%Q2 2014Q4 202126
Regal Investment Advisors LLC 1310.51%0.73%1.10%Q4 2016Q3 202325
Wills Financial Group, Inc. 25250.20%0.29%0.38%Q4 2013Q4 201925
Voya Financial Advisors, Inc. 25250.01%0.46%2.05%Q1 2015Q1 202125
CWM, LLC 1310.00%0.00%0.00%Q4 2015Q3 202325
Steward Partners Investment Advisory, LLC 1870.00%0.01%0.03%Q1 2017Q3 202325
Valmark Advisers, Inc. 24240.01%0.01%0.01%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.01%0.02%0.03%Q4 2017Q3 202324
Avior Wealth Management, LLC 13110.00%0.01%0.06%Q1 2014Q3 202324
B. Riley Wealth Advisors, Inc. 1310.00%0.02%0.04%Q2 2014Q3 202324
HL FINANCIAL SERVICES LLC 24240.07%0.10%0.12%Q2 2013Q1 201924
COMERICA SECURITIES INC 23230.13%0.43%0.95%Q2 2013Q4 201823
AMERIPRISE FINANCIAL INC 1910.00%0.00%0.01%Q2 2013Q2 202223
Carroll Financial Associates, Inc. 23230.00%0.00%0.00%Q2 2016Q4 202123
Citadel Advisors 910.00%0.00%0.00%Q3 2015Q3 202322
Financial Advocates Investment Management 22220.02%0.05%0.11%Q2 2018Q3 202322
StoneX Group Inc. 1930.10%0.41%0.80%Q2 2017Q3 202322
NORTHWEST WEALTH MANAGEMENT, LLC 1030.08%0.34%1.24%Q4 2016Q2 202322
Advisory Services Network, LLC 1310.00%0.01%0.05%Q2 2016Q1 202322
Kingsview Wealth Management, LLC 960.04%0.25%0.44%Q1 2017Q3 202322
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.04%0.08%0.13%Q3 2018Q3 202321
Eukles Asset Management 20200.83%1.59%2.53%Q4 2018Q3 202320
Gladstone Institutional Advisory LLC 20200.05%0.90%3.25%Q4 2018Q3 202320
American Portfolios Advisors 20200.00%0.03%0.12%Q4 2017Q3 202220
Sigma Planning Corp 1910.02%0.14%0.53%Q4 2014Q3 202320
CREDIT SUISSE AG/ 710.00%0.00%0.01%Q4 2014Q4 202020
Cornerstone Wealth Management, LLC 20200.02%0.24%0.42%Q3 2016Q2 202120
Wealthcare Advisory Partners LLC 1310.01%0.02%0.06%Q3 2017Q4 202220
FMR LLC 19190.00%0.00%0.00%Q1 2019Q3 202319
Cedar Brook Financial Partners, LLC 1450.08%0.11%0.17%Q4 2018Q3 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Riverpoint Wealth Management Holdings, LLC 19190.07%3.63%7.06%Q4 2016Q2 202119
COMERICA SECURITIES,INC. 19190.04%0.07%0.11%Q1 2019Q3 202319
JANE STREET GROUP, LLC 810.00%0.01%0.02%Q3 2014Q3 202319
RFG Advisory, LLC 19190.02%0.05%0.12%Q1 2019Q3 202319
Simplicity Solutions, LLC 830.01%0.03%0.08%Q1 2018Q3 202318
Chicago Partners Investment Group LLC 18180.07%0.13%0.31%Q2 2019Q3 202318
AE Wealth Management LLC 18180.01%0.02%0.04%Q2 2019Q3 202318
Commonwealth Equity Services, Inc 18180.01%0.03%0.03%Q2 2013Q3 201718
First Heartland Consultants, Inc. 910.02%0.12%0.32%Q2 2013Q3 202317
Concorde Asset Management, LLC 1110.15%0.29%0.58%Q3 2018Q3 202317
USCA RIA LLC 17170.03%0.09%0.32%Q2 2017Q2 202117
WINTRUST INVESTMENTS LLC 1610.30%0.70%1.20%Q4 2016Q1 202117
Mutual Advisors, LLC 17170.02%0.03%0.04%Q3 2019Q3 202317
WFG Advisors, LP 17170.00%0.02%0.05%Q2 2013Q2 201717
SeaCrest Wealth Management, LLC 1160.03%0.06%0.14%Q2 2019Q3 202317
BB&T SECURITIES, LLC 1150.00%0.02%0.03%Q2 2013Q3 201916
Bank of New York Mellon Corp 1330.00%0.00%0.00%Q3 2018Q3 202316
Horizon Investments, LLC 970.03%0.35%1.01%Q1 2015Q4 201916
Halpern Financial, Inc. 16160.02%0.03%0.05%Q4 2019Q3 202316
AVANTAX ADVISORY SERVICES, INC. 16160.05%0.11%0.15%Q4 2019Q3 202316
1776 Wealth LLC 16160.12%0.20%0.28%Q4 2019Q3 202316
TRUIST FINANCIAL CORP 16160.01%0.01%0.03%Q4 2019Q3 202316
OSAIC HOLDINGS, INC. 15150.02%0.03%0.05%Q1 2020Q3 202315
BENJAMIN EDWARDS INC 15150.04%0.10%0.17%Q1 2020Q3 202315
Western Wealth Management, LLC 870.09%0.11%0.13%Q4 2019Q3 202315
Advisor Group, Inc. 15150.04%0.06%0.10%Q2 2016Q4 201915
Walkner Condon Financial Advisors LLC 870.19%0.27%0.52%Q4 2019Q3 202315
Cypress Wealth Services, LLC 14140.20%0.31%0.44%Q4 2017Q1 202114
FDx Advisors, Inc. 1220.01%0.06%0.17%Q4 2015Q2 201914
GREAT VALLEY ADVISOR GROUP, INC. 14140.02%0.03%0.04%Q2 2020Q3 202314
MSI Financial Services Inc 14140.00%0.08%0.17%Q3 2013Q4 201614
ADVANTAGE INVESTMENT MANAGEMENT, LLC 14140.00%0.15%0.68%Q1 2015Q2 201814
EPG Wealth Management LLC 950.08%0.13%0.30%Q1 2020Q3 202314
MGO ONE SEVEN LLC 1020.01%0.07%0.20%Q4 2017Q2 202314
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 14140.04%0.20%0.28%Q4 2014Q1 201814
Pinnacle Family Advisors, LLC 1210.31%0.62%1.82%Q4 2016Q3 202313
MAIRS & POWER INC 13130.00%0.01%0.02%Q4 2013Q4 201613
VSR Financial Services, Inc. 13130.03%0.15%0.42%Q2 2013Q2 201613
Banco Santander, S.A. 13130.02%0.10%0.21%Q4 2016Q4 201913
Holloway Wealth Management, LLC 13130.00%0.17%1.54%Q1 2019Q1 202213
INVESTMENT CENTERS OF AMERICA INC 1110.03%0.10%0.23%Q3 2013Q3 201713
CENTAURUS FINANCIAL, INC. 1210.01%0.02%0.04%Q2 2018Q1 202313
IFG Advisory, LLC 13130.03%0.10%0.16%Q3 2020Q3 202313
Kestra Advisory Services, LLC 13130.01%0.02%0.04%Q3 2020Q3 202313
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.14%0.20%0.24%Q3 2020Q3 202313
FSB PREMIER WEALTH MANAGEMENT, INC. 12120.15%1.64%2.40%Q4 2020Q3 202312
Aspen Investment Management Inc 12121.31%2.29%2.76%Q2 2013Q1 201612
MARINER INDEPENDENT ADVISOR NETWORK, LLC 660.04%0.13%0.27%Q2 2014Q1 202012
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.01%0.01%Q2 2013Q1 201612
Arkadios Wealth Advisors 710.02%0.24%0.53%Q4 2019Q3 202312
MTM Investment Management, LLC 12120.20%0.23%0.25%Q4 2020Q3 202312
Newbridge Financial Services Group, Inc. 12120.01%0.02%0.03%Q3 2020Q2 202312
Kowal Investment Group, LLC 12120.95%1.60%2.78%Q4 2020Q3 202312
Creative Planning 710.00%0.00%0.00%Q3 2013Q2 201712
Braun-Bostich & Associates Inc. 12120.26%0.45%0.56%Q4 2017Q3 202012
TUCKER ASSET MANAGEMENT LLC 12120.02%0.02%0.02%Q4 2020Q3 202312
HUNTINGTON NATIONAL BANK 12120.00%0.00%0.00%Q4 2020Q3 202312
SignalPoint Asset Management, LLC 12120.09%0.70%0.93%Q4 2020Q3 202312
Prospera Financial Services Inc 1110.01%0.02%0.06%Q3 2020Q3 202312
Nachman Norwood & Parrott, Inc 11110.03%0.06%0.09%Q4 2018Q2 202111
OneDigital Investment Advisors LLC 11110.01%0.01%0.02%Q1 2021Q3 202311
M Holdings Securities, Inc. 910.03%0.12%0.20%Q2 2017Q1 202211
Spire Wealth Management 11110.01%0.03%0.07%Q1 2021Q3 202311
Clearview Wealth Advisors LLC 11110.01%0.01%0.02%Q4 2020Q2 202311
Baker Avenue Asset Management, LP 1010.04%0.12%0.61%Q2 2013Q4 201911
TRANSCEND CAPITAL ADVISORS, LLC 920.03%0.04%0.04%Q4 2020Q3 202311
SMITH HAYES Advisers, Inc 11110.06%0.13%0.16%Q3 2013Q1 201611
STEPHENS INC /AR/ 10100.06%0.17%0.22%Q1 2014Q2 201610
WealthTrust Asset Management, LLC 10100.20%0.25%0.27%Q2 2021Q3 202310
SUNTRUST BANKS INC 910.00%0.02%0.03%Q4 2016Q3 201910
GPS Wealth Strategies Group, LLC 730.01%0.01%0.01%Q1 2021Q3 202310
Strategic Blueprint, LLC 10100.05%0.09%0.14%Q2 2021Q3 202310
Allworth Financial LP 810.00%0.01%0.01%Q1 2018Q3 202310
Lloyd Advisory Services, LLC. 10100.00%0.01%0.01%Q4 2019Q1 202210
CENTRAL TRUST Co 910.00%0.00%0.00%Q1 2018Q2 202210
Integrated Wealth Concepts LLC 10100.11%0.18%0.38%Q2 2021Q3 202310
Pacifica Partners Inc. 10100.01%0.01%0.03%Q3 2021Q4 202310
HARBOUR INVESTMENTS, INC. 640.08%0.17%0.25%Q1 2021Q3 202310
CAPTRUST FINANCIAL ADVISORS 910.00%0.00%0.00%Q2 2019Q3 202310
Mengis Capital Management, Inc. 990.16%0.18%0.20%Q3 2016Q3 20189
Investors Financial Group, LLC 990.63%0.92%1.27%Q4 2019Q4 20219
Whitnell & Co. 990.01%0.01%0.02%Q4 2017Q4 20199
Ancora Advisors LLC 510.00%0.02%0.03%Q2 2014Q4 20199
Independent Wealth Network Inc. 990.23%0.31%0.36%Q3 2021Q3 20239
WEDBUSH SECURITIES INC 630.01%0.01%0.02%Q1 2021Q2 20239
DFPG INVESTMENTS, LLC 720.03%0.28%0.50%Q4 2018Q3 20239
AdvisorNet Financial, Inc 990.00%0.00%0.00%Q3 2021Q3 20239
First Horizon Advisors, Inc. 610.00%0.07%0.17%Q1 2017Q2 20219
U.S. Capital Wealth Advisors, LLC 990.12%0.14%0.19%Q3 2021Q3 20239
FOUNDERS FINANCIAL SECURITIES LLC 990.50%0.92%1.38%Q4 2017Q4 20199
MANUFACTURERS LIFE INSURANCE COMPANY, THE 990.00%0.00%0.00%Q2 2016Q2 20189
PFS INVESTMENTS INC. 990.67%0.92%1.15%Q4 2017Q4 20199
PFG Advisors 880.06%0.10%0.13%Q4 2021Q3 20238
Claraphi Advisory Network, LLC 710.00%0.20%0.27%Q4 2017Q1 20208
Empirical Asset Management, LLC 880.25%0.28%0.32%Q4 2021Q3 20238
BHF RG Capital Inc. 880.35%0.41%0.53%Q4 2019Q3 20218
Keystone Wealth Services, LLC 880.36%0.62%0.75%Q4 2021Q3 20238
Gradient Investments LLC 710.00%0.00%0.00%Q1 2017Q2 20218
COTTONWOOD CAPITAL ADVISORS, LLC 884.94%5.29%5.73%Q4 2021Q3 20238
Ignite Planners, LLC 880.18%0.36%0.54%Q4 2021Q3 20238
Rockefeller Capital Management L.P. 620.00%0.00%0.00%Q2 2020Q2 20238
WESTPORT RESOURCES MANAGEMENT INC 880.01%0.01%0.02%Q4 2014Q3 20168
True Link Financial Advisors, LLC 880.01%0.10%0.14%Q4 2021Q3 20238
626 Financial, LLC 410.14%0.15%0.16%Q1 2021Q3 20238
ETFIDEA, LLC 880.34%0.37%0.39%Q4 2021Q3 20238
Horizon Family Wealth, Inc. 880.29%0.32%0.35%Q4 2021Q3 20238
JONES FINANCIAL COMPANIES LLLP 880.00%0.00%0.00%Q4 2017Q3 20198
Key Client Fiduciary Advisors, LLC 880.19%0.25%0.33%Q4 2021Q3 20238
TOTAL INVESTMENT MANAGEMENT INC 7110.27%11.16%13.81%Q3 2018Q1 20218
QUADRANT CAPITAL GROUP LLC 530.00%0.00%0.00%Q2 2015Q4 20228
Midwest Heritage Bank, FSB 888.58%10.50%13.24%Q4 2021Q3 20238
BAIRD ROBERT W & CO INC /WI/ 880.02%0.04%0.08%Q2 2013Q1 20158
NEW ENGLAND SECURITIES CORP /MA/ 770.01%0.13%0.31%Q2 2013Q4 20147
Acorn Wealth Advisors, LLC 310.06%0.12%0.17%Q4 2017Q2 20237
BROWN ADVISORY INC 430.00%0.00%0.00%Q2 2014Q1 20237
Atria Wealth Solutions, Inc. 770.05%0.06%0.08%Q1 2022Q3 20237
M&T BANK CORP 520.00%0.00%0.00%Q2 2018Q1 20207
Virtu KCG Holdings LLC 520.01%0.02%0.04%Q3 2015Q2 20177
Stonebridge Financial Planning Group, LLC 430.01%0.06%0.10%Q4 2019Q4 20217
Tyler-Stone Wealth Management 520.22%0.24%0.26%Q4 2021Q3 20237
Sowell Financial Services LLC 520.00%0.03%0.08%Q1 2017Q1 20217
Virtu Financial LLC 210.02%0.10%0.21%Q4 2014Q3 20237
BlackRock Inc. 770.00%0.00%0.00%Q4 2015Q2 20177
Moloney Securities Asset Management, LLC 410.04%0.07%0.10%Q2 2021Q3 20237
SILVER OAK SECURITIES, INCORPORATED 770.07%0.18%0.43%Q1 2022Q3 20237
SEI INVESTMENTS CO 610.00%0.00%0.00%Q2 2016Q2 20187
Orion Portfolio Solutions, LLC 520.00%0.01%0.02%Q1 2020Q3 20237
Ausdal Financial Partners, Inc. 660.04%0.06%0.08%Q2 2022Q3 20236
NewEdge Advisors, LLC 660.01%0.02%0.02%Q2 2022Q3 20236
Triton Wealth Management, PLLC 661.07%1.77%2.15%Q2 2022Q3 20236
Global Financial Private Capital, Inc 660.01%0.02%0.03%Q3 2017Q4 20186
SG Americas Securities, LLC 310.00%0.01%0.04%Q3 2013Q4 20176
UBS AG 660.02%0.03%0.05%Q2 2013Q3 20146
Eudaimonia Partners, LLC 660.01%0.01%0.02%Q4 2019Q1 20216
DEUTSCHE BANK AG\ 660.00%0.00%0.00%Q3 2013Q4 20146
Wagner Wealth Management, LLC 420.01%0.01%0.02%Q1 2021Q3 20226
Vestmark Advisory Solutions, Inc. 660.04%0.22%0.54%Q2 2022Q3 20236
VisionPoint Advisory Group, LLC 660.10%0.17%0.26%Q4 2018Q1 20206
Blackhawk Capital Partners LLC. 330.02%0.76%1.56%Q4 2017Q3 20236
PRIVATE TRUST CO NA 330.00%0.01%0.03%Q1 2014Q3 20236
Perennial Investment Advisors, LLC 660.04%0.33%0.56%Q1 2022Q2 20236
GLENMEDE TRUST CO NA 310.00%0.00%0.00%Q4 2013Q4 20156
Financial Gravity Asset Management, Inc. 330.01%0.01%0.01%Q1 2018Q3 20196
First Capital Advisors Group, LLC. 660.40%1.35%1.99%Q4 2016Q1 20186
BANK OF MONTREAL /CAN/ 410.00%0.00%0.00%Q3 2014Q4 20185
Key FInancial Inc 550.00%0.00%0.00%Q3 2022Q3 20235
Asset Dedication, LLC 550.01%0.01%0.01%Q3 2022Q3 20235
DAVENPORT & Co LLC 550.00%0.00%0.01%Q3 2022Q3 20235
Salomon & Ludwin, LLC 550.01%0.01%0.02%Q4 2018Q4 20195
Laurel Wealth Advisors, Inc. 550.87%1.10%1.22%Q4 2021Q4 20225
Mariner, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Coppell Advisory Solutions LLC 410.99%1.38%2.13%Q4 2020Q3 20235
Jacobi Capital Management LLC 550.01%0.01%0.01%Q2 2017Q2 20185
Sterling Manor Financial, LLC 550.79%6.11%8.41%Q1 2022Q1 20235
Transamerica Financial Advisors, Inc. 550.00%0.00%0.01%Q1 2015Q1 20165
Intercontinental Wealth Advisors, LLC 320.04%0.12%0.16%Q4 2015Q1 20195
HAYS ADVISORY LLC 551.99%2.24%2.66%Q2 2017Q2 20185
Ameritas Investment Company, LLC 310.00%0.04%0.19%Q4 2018Q1 20215
Equitable Holdings, Inc. 410.00%0.01%0.02%Q1 2022Q3 20235
Qube Research & Technologies Ltd 210.00%0.01%0.02%Q4 2019Q3 20235
Partnervest Advisory Services LLC 550.01%0.04%0.07%Q2 2013Q2 20145
Private Portfolio Partners LLC 550.06%0.10%0.14%Q3 2022Q3 20235
Colonial River Wealth Management, LLC 550.44%0.47%0.51%Q4 2021Q4 20225
MONEY CONCEPTS CAPITAL CORP 410.02%0.05%0.10%Q4 2020Q4 20225
IFC Holdings Incorporated/FL 320.03%0.12%0.28%Q2 2015Q4 20175
S.C. Financial Services, Inc. 551.15%1.40%1.60%Q4 2021Q4 20225
MEITAV INVESTMENT HOUSE LTD 440.01%0.01%0.02%Q4 2022Q3 20234
Advisor Resource Council 310.02%0.04%0.09%Q2 2021Q2 20224
Kelman-Lazarov, Inc. 440.01%0.36%0.83%Q1 2016Q4 20164
PARK AVENUE SECURITIES LLC 440.00%0.02%0.02%Q4 2022Q3 20234
ACG Wealth 440.05%0.06%0.08%Q2 2019Q1 20204
Secure Asset Management, LLC 441.12%1.28%1.47%Q4 2022Q3 20234
Realta Investment Advisors 440.01%0.01%0.01%Q1 2019Q4 20194
Gateway Wealth Partners, LLC 440.10%0.22%0.36%Q4 2022Q3 20234
MASSMUTUAL TRUST CO FSB/ADV 440.00%0.00%0.00%Q1 2023Q4 20234
Quad-Cities Investment Group, LLC 440.04%0.04%0.04%Q4 2018Q3 20194
Kovack Advisors, Inc. 440.02%0.03%0.04%Q2 2021Q1 20224
Capital Investment Advisory Services, LLC 440.00%0.00%0.00%Q4 2018Q3 20194
Private Advisory Group LLC 220.07%0.17%0.26%Q4 2018Q3 20224
Peak Capital Management LLC 444.27%5.56%6.82%Q2 2019Q1 20204
FIRST MANHATTAN CO. LLC. 440.00%0.00%0.00%Q1 2022Q4 20224
OneAscent Financial Services LLC 440.12%0.34%0.58%Q4 2022Q3 20234
Farther Finance Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
FLOW TRADERS U.S. LLC 210.02%0.06%0.10%Q1 2022Q3 20234
Altus Wealth Group LLC 310.11%0.15%0.19%Q4 2020Q2 20234
Clarus Wealth Advisors 440.11%0.15%0.23%Q2 2018Q1 20194
Atria Investments, Inc 310.03%0.05%0.12%Q1 2021Q3 20234
Belpointe Asset Management LLC 220.00%0.01%0.01%Q4 2021Q1 20234
NATIONAL PLANNING CORP 210.03%0.04%0.04%Q3 2014Q3 20174
Family Capital Management, Inc. 440.15%0.20%0.22%Q4 2022Q3 20234
MERCER GLOBAL ADVISORS INC /ADV 440.00%0.00%0.00%Q4 2022Q3 20234
IAMS WEALTH MANAGEMENT, LLC 442.85%3.02%3.18%Q4 2022Q3 20234
STAR Financial Bank 440.46%0.49%0.53%Q4 2022Q3 20234
Sunbelt Securities, Inc. 310.01%0.01%0.03%Q4 2016Q3 20234
SHEETS SMITH WEALTH MANAGEMENT 440.14%0.19%0.23%Q4 2014Q3 20154
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
Advocacy Wealth Management Services, LLC 330.03%0.05%0.06%Q2 2019Q4 20193
BAROMETER CAPITAL MANAGEMENT INC. 210.16%0.19%0.22%Q1 2016Q1 20173
Edge Advisors, LLC 330.00%0.00%0.01%Q1 2017Q3 20173
Renaissance Technologies 210.00%0.00%0.00%Q1 2021Q1 20223
Cavalier Investments, LLC 330.18%0.19%0.21%Q1 2017Q3 20173
Premia Global Advisors, LLC 336.65%8.42%9.77%Q2 2018Q4 20183
HARBOR INVESTMENT ADVISORY, LLC 330.01%0.01%0.01%Q3 2021Q1 20223
RELIANCE TRUST CO OF DELAWARE 330.08%0.15%0.22%Q3 2018Q1 20193
SteelBridge Private Wealth Advisors LLC 330.96%1.00%1.03%Q4 2016Q2 20173
Parallel Advisors, LLC 210.00%0.00%0.00%Q1 2019Q3 20233
Rehmann Capital Advisory Group 330.04%0.05%0.05%Q4 2014Q2 20153
NewEdge Wealth, LLC 330.03%0.06%0.08%Q1 2023Q3 20233
COMERICA BANK 210.00%0.00%0.00%Q2 2013Q3 20233
Summit Financial Wealth Advisors, LLC 330.25%0.28%0.30%Q4 2014Q2 20153
Kraft, Davis & Associates, LLC 210.93%0.96%1.02%Q4 2022Q3 20233
NWAM LLC 330.18%0.26%0.41%Q2 2019Q4 20193
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 210.01%0.02%0.02%Q4 2020Q4 20223
Apollon Wealth Management, LLC 210.01%0.01%0.02%Q4 2021Q2 20233
PCA Investment Advisory Services Inc. 330.25%0.28%0.30%Q1 2023Q3 20233
Cape Investment Advisory, Inc. 330.01%0.01%0.02%Q1 2023Q3 20233
Holistic Financial Partners 335.18%5.45%5.72%Q1 2023Q3 20233
Milestone Advisory Partners 333.20%3.38%3.56%Q4 2017Q2 20183
Anfield Capital Management, LLC 110.04%0.11%0.20%Q4 2019Q2 20213
Founders Financial Alliance, LLC 210.07%0.09%0.10%Q3 2020Q3 20233
ICA Group Wealth Management, LLC 330.00%0.01%0.02%Q4 2022Q2 20233
ASSOCIATED BANC-CORP 330.00%0.00%0.00%Q1 2020Q3 20203
Pine Valley Investments Ltd Liability Co 330.05%0.10%0.15%Q1 2023Q3 20233
EUDAIMONIA ADVISORS LLC 210.13%0.13%0.14%Q4 2021Q4 20223
TWO SIGMA SECURITIES, LLC 110.01%0.02%0.04%Q2 2017Q1 20203
Econ Financial Services Corp 330.50%0.61%0.68%Q4 2018Q2 20193
UNITED CAPITAL FINANCIAL ADVISORS, LLC 330.00%0.00%0.00%Q2 2018Q4 20183
ABLE Financial Group, LLC 330.31%0.33%0.35%Q1 2023Q3 20233
ALLIANCEBERNSTEIN L.P. 330.00%0.00%0.00%Q3 2014Q1 20153
Cresset Asset Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Trust Co 220.01%0.01%0.02%Q3 2017Q4 20172
Summit Wealth Group, LLC 220.01%0.01%0.01%Q1 2021Q2 20212
Teamwork Financial Advisors, LLC 220.48%0.54%0.60%Q4 2019Q1 20202
Freestone Capital Holdings, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
G&S Capital LLC 220.50%0.55%0.59%Q2 2022Q3 20222
TKG Advisors, LLC 220.17%0.20%0.22%Q2 2022Q3 20222
Bogart Wealth, LLC 220.00%0.00%0.00%Q3 2017Q4 20172
Sound Income Strategies, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
SouthState Corp 220.00%0.00%0.00%Q1 2023Q2 20232
True Capital Management 220.18%0.21%0.24%Q4 2022Q1 20232
SVB WEALTH LLC 220.00%0.00%0.00%Q2 2020Q3 20202
Tradition Wealth Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Keebeck Wealth Management, LLC 110.00%0.00%0.00%Q4 2019Q2 20202
Aspire Private Capital, LLC 110.00%0.00%0.00%Q4 2018Q3 20222
MANAGED ACCOUNT ADVISORS LLC 220.00%0.00%0.01%Q1 2015Q2 20152
MCF Advisors LLC 220.00%0.00%0.00%Q2 2016Q3 20162
TrueWealth Advisors, LLC 220.11%0.12%0.12%Q2 2023Q3 20232
WealthShield Partners, LLC 220.00%0.00%0.00%Q1 2021Q2 20212
Coppell Advisory Solutions Corp. 220.99%1.28%1.57%Q4 2022Q1 20232
Trinity Legacy Partners, LLC 220.11%0.12%0.12%Q2 2020Q3 20202
STIFEL NICOLAUS & CO INC \MO\ 220.01%0.01%0.01%Q2 2013Q3 20132
GeoWealth Management, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
VERUS CAPITAL PARTNERS, LLC 220.02%0.11%0.20%Q4 2019Q1 20202
CapWealth Advisors, LLC 220.05%0.05%0.05%Q2 2018Q3 20182
WOODWARD DIVERSIFIED CAPITAL, LLC 220.14%0.20%0.27%Q4 2021Q1 20222
Kaydan Wealth Management, Inc. 220.18%3.84%7.50%Q4 2022Q1 20232
WealthPLAN Partners, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
BESSEMER GROUP INC 220.00%0.00%0.00%Q3 2015Q4 20152
CITY HOLDING CO 220.00%0.00%0.00%Q2 2023Q3 20232
TRUSTCORE FINANCIAL SERVICES, LLC 220.00%0.00%0.00%Q3 2021Q4 20212
Heritage Trust Co 110.00%0.03%0.06%Q4 2017Q3 20192
Jaffetilchin Investment Partners, LLC 220.38%0.48%0.58%Q1 2021Q2 20212
Centennial Wealth Advisory LLC 220.13%0.13%0.13%Q2 2023Q3 20232
Brinker Capital Investments, LLC 220.00%0.00%0.00%Q3 2017Q4 20172
BlackRock Institutional Trust Company, N.A. 220.00%0.00%0.00%Q1 2014Q2 20142
HRT FINANCIAL LP 220.34%0.49%0.63%Q3 2015Q4 20152
American Institute for Advanced Investment Management, LLP 220.28%0.37%0.46%Q2 2023Q3 20232
Aris Wealth Services, Inc. 220.04%0.06%0.08%Q2 2015Q3 20152
VALLEY NATIONAL ADVISERS INC 220.01%0.01%0.01%Q2 2015Q3 20152
ICC CAPITAL MANAGEMENT INC/ 110.54%0.66%0.77%Q1 2014Q3 20142
Financial Gravity Companies, Inc. 110.01%0.01%0.01%Q1 2018Q4 20182
MILLENNIUM MANAGEMENT LLC 220.00%0.00%0.00%Q1 2015Q2 20152
Total Clarity Wealth Management, Inc. 110.01%0.01%0.02%Q4 2019Q2 20222
LEVEL FOUR ADVISORY SERVICES, LLC 110.02%0.02%0.02%Q2 2021Q2 20211
Empowered Funds, LLC 110.56%0.56%0.56%Q2 2022Q2 20221
Integrated Wealth Management 110.01%0.01%0.01%Q3 2016Q3 20161
S.A. Mason LLC 110.04%0.04%0.04%Q4 2019Q4 20191
BB&T INVESTMENT SERVICES, INC. 110.02%0.02%0.02%Q4 2017Q4 20171
Creative Capital Management Investments LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Householder Group Estate & Retirement Specialist, LLC 110.44%0.44%0.44%Q1 2022Q1 20221
Plante Moran Financial Advisors, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
WBI INVESTMENTS, LLC 110.06%0.06%0.06%Q1 2018Q1 20181
Accurate Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
1900 WEALTH MANAGEMENT LLC 110.07%0.07%0.07%Q2 2021Q2 20211
FolioMetrix LLC 110.05%0.05%0.05%Q2 2015Q2 20151
KPP Advisory Services LLC 110.09%0.09%0.09%Q3 2023Q3 20231
NBC SECURITIES, INC. 110.24%0.24%0.24%Q3 2023Q3 20231
OLD MISSION CAPITAL LLC 110.06%0.06%0.06%Q3 2020Q3 20201
Independent Portfolio Consultants, Inc. 110.01%0.01%0.01%Q2 2017Q2 20171
Comprehensive Financial Consultants Institutional, Inc. 110.05%0.05%0.05%Q4 2021Q4 20211
Brown Advisory Securities, LLC 110.10%0.10%0.10%Q2 2014Q2 20141
O'Dell Group, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Avantax Planning Partners, Inc. 110.01%0.01%0.01%Q1 2022Q1 20221
Visionary Asset Management, Inc. 110.06%0.06%0.06%Q2 2017Q2 20171
Prime Capital Investment Advisors, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Legacy Financial Group LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Moser Wealth Advisors, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Anchor Investment Management, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Synergy Asset Management, LLC 110.61%0.61%0.61%Q1 2021Q1 20211
WCG Wealth Advisors LLC 110.02%0.02%0.02%Q2 2022Q2 20221
SIGNATUREFD, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
SOCIETE GENERALE 110.01%0.01%0.01%Q2 2016Q2 20161
TOWNSQUARE CAPITAL LLC 110.01%0.01%0.01%Q1 2021Q1 20211
THRIVENT FINANCIAL FOR LUTHERANS 110.00%0.00%0.00%Q4 2019Q4 20191
Harbour Capital Advisors, LLC 110.00%0.00%0.00%Q1 2017Q1 20171
WealthOne, LLC 110.07%0.07%0.07%Q4 2018Q4 20181
Private Ocean, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Lebenthal Global Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Ballew Advisors, Inc 110.02%0.02%0.02%Q1 2018Q1 20181
DHJJ Financial Advisors, Ltd. 110.08%0.08%0.08%Q3 2023Q3 20231
McElhenny Sheffield Capital Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Portfolio Solutions, LLC 110.00%0.00%0.00%Q1 2017Q1 20171
GTS SECURITIES LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Covington Capital Management 110.01%0.01%0.01%Q2 2021Q2 20211
Krilogy Financial LLC 110.01%0.01%0.01%Q2 2016Q2 20161
FIRST INTERSTATE BANK 110.00%0.00%0.00%Q3 2019Q3 20191
ShoreHaven Wealth Partners, LLC 110.11%0.11%0.11%Q1 2022Q1 20221
ROTHSCHILD INVESTMENT LLC /IL 110.03%0.03%0.03%Q3 2014Q3 20141
ForthRight Wealth Management, LLC 110.07%0.07%0.07%Q4 2020Q4 20201
HHM Wealth Advisors, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Ground Swell Capital, LLC 110.08%0.08%0.08%Q3 2014Q3 20141
Golden State Wealth Management, LLC 1110.87%10.87%10.87%Q4 2019Q4 20191
Ameritas Advisory Services, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Good Life Advisors, LLC 110.06%0.06%0.06%Q1 2023Q1 20231
Capital Analysts, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Advisor OS, LLC 110.19%0.19%0.19%Q2 2020Q2 20201
Procyon Advisors, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Sandy Spring Bank 110.00%0.00%0.00%Q4 2021Q4 20211
Cascadia Advisory Services, LLC 111.15%1.15%1.15%Q1 2021Q1 20211
Waterloo Capital, L.P. 110.36%0.36%0.36%Q3 2023Q3 20231
COBIZ WEALTH, LLC 110.01%0.01%0.01%Q2 2013Q2 20131
Independent Advisor Alliance 110.03%0.03%0.03%Q4 2019Q4 20191
Retirement Group, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
TFG Advisers LLC 110.07%0.07%0.07%Q4 2019Q4 20191
EverSource Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
ARS Wealth Advisors Group, LLC 110.06%0.06%0.06%Q2 2022Q2 20221
Envestnet Portfolio Solutions, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
NOMURA HOLDINGS INC 110.00%0.00%0.00%Q2 2013Q2 20131
MinichMacGregor Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
1834 INVESTMENT ADVISORS CO 110.00%0.00%0.00%Q2 2019Q2 20191
NAVELLIER & ASSOCIATES INC 110.01%0.01%0.01%Q2 2013Q2 20131
COMMERZBANK AKTIENGESELLSCHAFT /FI 110.00%0.00%0.00%Q2 2018Q2 20181
Interchange Capital Partners, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
KNIGHT CAPITAL GROUP LLC 110.01%0.01%0.01%Q2 2013Q2 20131
Retirement Planning Co of New England, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
AVIANCE CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
BARCLAYS PLC 110.00%0.00%0.00%Q1 2021Q1 20211
FORTEM FINANCIAL GROUP, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Beacon Capital Management, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
WASHINGTON TRUST BANK 110.00%0.00%0.00%Q4 2014Q4 20141
V Wealth Advisors LLC 110.01%0.01%0.01%Q2 2017Q2 20171
Bridgeworth, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
External links

This page lists all the filers that currently own FIRST TR LRG CP VL ALPHADEX or have owned FIRST TR LRG CP VL ALPHADEX in the past.