FIRST TR LRG CP GRWTH ALPHAD shareholder history

Current and past FIRST TR LRG CP GRWTH ALPHAD shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 2230.00%0.00%0.00%Q2 2013Q3 202350
ROYAL BANK OF CANADA 42420.00%0.00%0.01%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.00%0.01%0.02%Q2 2013Q3 202342
CITIGROUP INC 42420.00%0.00%0.00%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.01%0.02%Q2 2013Q3 202342
MORGAN STANLEY 42420.01%0.02%0.04%Q2 2013Q3 202342
D.A. DAVIDSON & CO. 42420.00%0.07%0.15%Q2 2013Q3 202342
LPL Financial LLC 42420.03%0.10%0.25%Q2 2013Q3 202342
FIRST TRUST ADVISORS LP 42420.00%0.01%0.04%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.00%0.00%0.00%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.01%Q2 2013Q3 202342
Janney Montgomery Scott LLC 29110.04%0.19%0.27%Q3 2013Q3 202340
Cambridge Investment Research Advisors, Inc. 39390.01%0.08%0.17%Q1 2014Q3 202339
STIFEL FINANCIAL CORP 39390.00%0.02%0.05%Q1 2014Q3 202339
Private Advisor Group, LLC 39390.00%0.03%0.06%Q1 2014Q3 202339
ENVESTNET ASSET MANAGEMENT INC 38380.00%0.01%0.05%Q2 2014Q3 202338
US BANCORP \DE\ 3610.00%0.00%0.01%Q1 2014Q3 202337
Cetera Advisor Networks LLC 36360.02%0.06%0.26%Q4 2014Q3 202336
UBS Group AG 36360.01%0.02%0.03%Q4 2014Q3 202336
SYNOVUS FINANCIAL CORP 36360.00%0.01%0.06%Q2 2013Q1 202236
Stratos Wealth Partners, LTD. 36360.03%0.04%0.09%Q4 2014Q3 202336
PNC FINANCIAL SERVICES GROUP, INC. 36360.00%0.00%0.00%Q4 2014Q3 202336
GOLDMAN SACHS GROUP INC 3320.00%0.00%0.01%Q4 2013Q3 202235
LVZ, Inc. 35350.12%0.27%0.48%Q1 2015Q3 202335
Raymond James Financial Services Advisors, Inc. 34340.01%0.05%0.11%Q2 2015Q3 202334
OPPENHEIMER & CO INC 33330.01%0.02%0.03%Q3 2015Q3 202333
ASSETMARK, INC 32320.00%0.00%0.01%Q4 2015Q3 202332
HighTower Advisors, LLC 32320.00%0.01%0.02%Q4 2015Q3 202332
Cetera Investment Advisers 32320.04%0.25%0.88%Q4 2015Q3 202332
IFP Advisors, Inc 17140.08%0.22%0.56%Q4 2015Q3 202331
Transamerica Financial Advisors, Inc. 31310.00%0.36%1.09%Q1 2016Q3 202331
Geneos Wealth Management Inc. 31310.00%0.01%0.03%Q1 2016Q3 202331
Clearwater Capital Advisors, LLC 30300.27%2.03%5.43%Q2 2016Q3 202330
Krilogy Financial LLC 30300.11%0.30%1.75%Q2 2016Q3 202330
Snowden Capital Advisors LLC 2280.14%0.32%0.64%Q1 2016Q3 202330
BENJAMIN F. EDWARDS & COMPANY, INC. 2450.00%0.44%1.04%Q1 2015Q3 202329
Jaffetilchin Investment Partners, LLC 1410.02%1.07%6.20%Q3 2015Q3 202329
First Horizon Advisors, Inc. 910.00%0.23%1.33%Q2 2014Q3 202328
NEXT Financial Group, Inc 14140.00%0.04%0.14%Q2 2014Q4 202128
MML INVESTORS SERVICES, LLC 27270.01%0.06%0.11%Q1 2017Q3 202327
IHT Wealth Management, LLC 2520.00%0.75%3.16%Q4 2016Q3 202327
CREATIVE FINANCIAL DESIGNS INC /ADV 14130.00%0.44%1.18%Q4 2016Q3 202327
Global Retirement Partners, LLC 1970.01%0.02%0.04%Q1 2017Q3 202326
CWM, LLC 1350.00%0.01%0.12%Q2 2016Q3 202326
First Allied Advisory Services, Inc. 26260.02%0.19%0.40%Q2 2014Q3 202026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1710.00%0.00%0.00%Q2 2014Q3 202326
WEDBUSH SECURITIES INC 1220.01%0.14%0.37%Q3 2015Q3 202325
Steward Partners Investment Advisory, LLC 1870.00%0.00%0.00%Q1 2017Q3 202325
AMERIPRISE FINANCIAL INC 1810.00%0.00%0.01%Q2 2013Q3 202325
HL FINANCIAL SERVICES LLC 24240.06%0.09%0.10%Q2 2013Q1 201924
Sigma Planning Corp 2210.03%0.14%0.52%Q4 2014Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.01%0.01%0.01%Q4 2017Q3 202324
LADENBURG THALMANN FINANCIAL SERVICES INC. 1950.00%0.01%0.04%Q2 2013Q4 201924
First Heartland Consultants, Inc. 1410.02%0.14%0.39%Q2 2013Q3 202323
Carroll Financial Associates, Inc. 23230.00%0.01%0.01%Q2 2016Q4 202123
COMERICA SECURITIES INC 23230.06%0.23%0.56%Q2 2013Q4 201823
Financial Advocates Investment Management 22220.02%0.10%0.28%Q2 2018Q3 202322
StoneX Group Inc. 1930.07%0.46%0.87%Q2 2017Q3 202322
Cetera Advisors LLC 1390.01%0.16%0.38%Q2 2013Q3 202322
Bank of New York Mellon Corp 21210.00%0.00%0.00%Q3 2018Q3 202321
Baird Financial Group, Inc. 21210.00%0.01%0.03%Q3 2018Q3 202321
Integrated Wealth Concepts LLC 11100.03%0.13%0.19%Q4 2017Q3 202321
AdvisorNet Financial, Inc 21210.00%0.01%0.01%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.02%0.13%0.47%Q3 2018Q3 202321
BB&T SECURITIES, LLC 20200.01%0.01%0.03%Q4 2014Q3 201920
Gladstone Institutional Advisory LLC 20200.04%0.57%1.90%Q4 2018Q3 202320
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 20200.00%0.00%0.00%Q4 2018Q3 202320
Concorde Asset Management, LLC 1820.16%0.35%2.44%Q3 2018Q3 202320
Riverpoint Wealth Management Holdings, LLC 20200.19%1.84%7.59%Q4 2016Q3 202120
Voya Financial Advisors, Inc. 20200.01%0.02%0.03%Q2 2016Q1 202120
Tower Research Capital LLC (TRC) 1410.00%0.03%0.10%Q4 2015Q3 202320
Kingsview Wealth Management, LLC 760.04%0.30%0.52%Q3 2017Q3 202320
Meridian Wealth Advisors, LLC 20200.09%0.19%0.40%Q4 2018Q3 202320
American Portfolios Advisors 20200.00%0.02%0.14%Q4 2017Q3 202220
PRIVATE TRUST CO NA 1730.01%0.04%0.06%Q1 2014Q3 202320
Cypress Wealth Services, LLC 20200.07%0.18%0.52%Q4 2018Q3 202320
JANE STREET GROUP, LLC 410.00%0.00%0.02%Q4 2014Q3 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
COMERICA SECURITIES,INC. 19190.01%0.03%0.06%Q1 2019Q3 202319
M Holdings Securities, Inc. 1810.09%0.18%0.32%Q1 2017Q1 202219
RFG Advisory, LLC 19190.01%0.07%0.14%Q1 2019Q3 202319
CAPTRUST FINANCIAL ADVISORS 710.00%0.00%0.00%Q3 2015Q2 202219
Citadel Advisors 710.00%0.00%0.00%Q4 2014Q3 202318
AE Wealth Management LLC 18180.01%0.03%0.14%Q2 2019Q3 202318
WFG Advisors, LP 17170.01%0.06%0.12%Q2 2013Q2 201717
Mutual Advisors, LLC 17170.02%0.06%0.23%Q3 2019Q3 202317
Allworth Financial LP 1610.00%0.01%0.02%Q1 2018Q3 202317
Cornerstone Wealth Management, LLC 1010.03%0.26%0.56%Q1 2016Q2 202117
Stonebridge Financial Planning Group, LLC 16160.61%0.81%1.07%Q4 2019Q3 202316
FMR LLC 16160.00%0.00%0.00%Q4 2019Q3 202316
WASHINGTON TRUST BANK 1510.00%0.00%0.00%Q4 2014Q1 201916
USCA RIA LLC 880.04%0.12%0.35%Q2 2017Q2 202116
STRATEGY ASSET MANAGERS LLC 16160.09%0.11%0.17%Q4 2019Q3 202316
IFG Advisory, LLC 1510.05%0.10%0.14%Q3 2019Q3 202316
Advisory Services Network, LLC 1310.00%0.01%0.01%Q3 2016Q1 202316
WINTRUST INVESTMENTS LLC 16160.73%0.85%1.07%Q4 2016Q3 202016
AVANTAX ADVISORY SERVICES, INC. 16160.07%0.11%0.20%Q4 2019Q3 202316
1776 Wealth LLC 16160.27%0.37%0.53%Q4 2019Q3 202316
Commonwealth Equity Services, Inc 16160.00%0.01%0.01%Q4 2013Q3 201716
Crumly & Associates Inc. 16160.09%0.21%0.46%Q4 2019Q3 202316
TRUIST FINANCIAL CORP 16160.00%0.01%0.02%Q4 2019Q3 202316
THRIVENT FINANCIAL FOR LUTHERANS 16160.00%0.00%0.00%Q4 2019Q3 202316
B. Riley Wealth Advisors, Inc. 1240.01%0.03%0.05%Q4 2017Q3 202316
Rockefeller Capital Management L.P. 16160.00%0.00%0.01%Q4 2019Q3 202316
Moloney Securities Asset Management, LLC 15150.04%0.08%0.12%Q4 2019Q2 202315
GERMAN AMERICAN BANCORP, INC. 810.03%0.05%0.06%Q2 2018Q2 202315
EPG Wealth Management LLC 15150.12%0.28%0.48%Q1 2020Q3 202315
Horizon Investments, LLC 960.12%0.39%0.97%Q1 2015Q4 201915
Strid Group, LLC 15150.10%0.78%2.95%Q1 2020Q3 202315
Marks Group Wealth Management, Inc 15150.05%0.06%0.07%Q1 2020Q3 202315
Walkner Condon Financial Advisors LLC 870.19%0.40%1.00%Q4 2019Q3 202315
OSAIC HOLDINGS, INC. 15150.02%0.02%0.02%Q1 2020Q3 202315
Advisor Group, Inc. 15150.02%0.05%0.10%Q2 2016Q4 201915
Western Wealth Management, LLC 870.08%0.15%0.24%Q4 2019Q3 202315
BENJAMIN EDWARDS INC 15150.03%0.11%0.22%Q1 2020Q3 202315
GREAT VALLEY ADVISOR GROUP, INC. 14140.04%0.06%0.10%Q2 2020Q3 202314
ADVANTAGE INVESTMENT MANAGEMENT, LLC 14140.00%0.15%0.68%Q1 2015Q2 201814
IFC Holdings Incorporated/FL 1040.02%0.08%0.33%Q2 2014Q4 201714
SignalPoint Asset Management, LLC 14140.21%0.75%1.15%Q2 2020Q3 202314
Pinnacle Family Advisors, LLC 1220.26%0.30%0.40%Q2 2019Q3 202314
CENTAURUS FINANCIAL, INC. 1310.00%0.03%0.05%Q2 2018Q2 202314
Vestmark Advisory Solutions, Inc. 1310.02%0.06%0.15%Q3 2019Q3 202314
Private Portfolio Partners LLC 14140.10%0.13%0.22%Q2 2020Q3 202314
Equitable Holdings, Inc. 14140.01%0.02%0.04%Q2 2020Q3 202314
WealthBridge Capital Management, LLC 620.08%0.11%0.16%Q4 2018Q3 202314
Simplicity Solutions, LLC 1030.01%0.05%0.19%Q1 2018Q3 202113
Kestra Advisory Services, LLC 13130.02%0.06%0.13%Q3 2020Q3 202313
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.04%0.20%0.48%Q3 2020Q3 202313
MARINER INDEPENDENT ADVISOR NETWORK, LLC 710.07%0.17%0.28%Q2 2014Q1 202013
&PARTNERS 12120.10%0.18%0.27%Q3 2020Q2 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.01%0.01%Q2 2013Q1 201612
TUCKER ASSET MANAGEMENT LLC 12120.01%0.01%0.02%Q4 2020Q3 202312
Wealthcare Advisory Partners LLC 810.00%0.03%0.07%Q3 2019Q3 202312
HUNTINGTON NATIONAL BANK 12120.00%0.00%0.00%Q4 2020Q3 202312
Perennial Investment Advisors, LLC 1110.04%0.18%0.39%Q4 2019Q3 202312
MSI Financial Services Inc 12120.00%0.04%0.09%Q1 2014Q4 201612
FSB PREMIER WEALTH MANAGEMENT, INC. 12121.97%3.33%5.37%Q4 2020Q3 202312
Avior Wealth Management, LLC 11110.00%0.01%0.04%Q1 2021Q3 202311
Harvest Investment Services, LLC 920.42%0.87%1.39%Q4 2018Q1 202211
Parallel Advisors, LLC 11110.00%0.00%0.00%Q3 2017Q1 202011
TRANSCEND CAPITAL ADVISORS, LLC 920.02%0.03%0.04%Q4 2020Q3 202311
Arkadios Wealth Advisors 650.03%0.06%0.15%Q4 2020Q3 202311
Clearview Wealth Advisors LLC 11110.01%0.03%0.05%Q4 2020Q2 202311
CREDIT SUISSE AG/ 610.00%0.00%0.01%Q3 2013Q4 201911
VSR Financial Services, Inc. 11110.03%0.10%0.28%Q4 2013Q2 201611
Spire Wealth Management 11110.01%0.03%0.06%Q1 2021Q3 202311
Chicago Wealth Management, Inc. 11110.21%0.23%0.24%Q1 2021Q3 202311
SUNTRUST BANKS INC 740.00%0.01%0.02%Q4 2016Q3 201911
M&T BANK CORP 820.00%0.00%0.00%Q2 2018Q4 202010
Ten Capital Wealth Advisors, LLC 10100.01%0.01%0.02%Q4 2020Q1 202310
LEVEL FOUR ADVISORY SERVICES, LLC 10100.03%0.09%0.12%Q1 2019Q2 202110
Lloyd Advisory Services, LLC. 10100.01%0.01%0.02%Q4 2019Q1 202210
GPS Wealth Strategies Group, LLC 730.01%0.01%0.01%Q1 2021Q3 202310
MONEY CONCEPTS CAPITAL CORP 820.01%0.19%1.46%Q4 2020Q3 202310
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 820.01%0.04%0.06%Q4 2020Q3 202310
MANUFACTURERS LIFE INSURANCE COMPANY, THE 10100.00%0.00%0.00%Q1 2016Q2 201810
HARBOUR INVESTMENTS, INC. 640.08%0.15%0.23%Q1 2021Q3 202310
Triton Wealth Management, PLLC 990.26%0.33%0.50%Q1 2020Q1 20229
FOUNDERS FINANCIAL SECURITIES LLC 990.49%1.00%1.65%Q4 2017Q4 20199
INVESTMENT CENTERS OF AMERICA INC 610.02%0.04%0.07%Q3 2013Q1 20179
SG Americas Securities, LLC 720.00%0.02%0.06%Q1 2015Q3 20179
Strategic Blueprint, LLC 990.03%0.08%0.13%Q4 2020Q4 20229
Kovack Advisors, Inc. 420.02%0.10%0.19%Q3 2015Q4 20219
PFS INVESTMENTS INC. 990.71%1.00%1.20%Q4 2017Q4 20199
Bickling Financial Services, Inc. 990.13%0.15%0.26%Q4 2020Q4 20229
STEPHENS INC /AR/ 420.00%0.04%0.10%Q1 2014Q4 20219
Good Life Advisors, LLC 990.03%0.04%0.05%Q3 2021Q3 20239
Sterling Manor Financial, LLC 520.26%3.75%8.77%Q4 2020Q3 20239
U.S. Capital Wealth Advisors, LLC 990.01%0.22%0.37%Q3 2021Q3 20239
Apollon Wealth Management, LLC 880.08%0.12%0.18%Q4 2021Q3 20238
HFG Advisors, Inc. 882.25%2.46%2.57%Q4 2021Q3 20238
Shamrock Asset Management LLC 620.01%6.68%11.91%Q3 2014Q2 20188
ETFIDEA, LLC 880.62%0.70%0.82%Q4 2021Q3 20238
BHF RG Capital Inc. 880.67%0.72%0.85%Q4 2019Q3 20218
Laurel Wealth Advisors, Inc. 880.04%0.06%0.06%Q1 2018Q4 20198
TOWNSQUARE CAPITAL LLC 880.01%0.02%0.02%Q3 2019Q2 20218
Horizon Family Wealth, Inc. 881.12%1.23%1.45%Q4 2021Q3 20238
WMG Financial Advisors, LLC 880.34%0.46%1.02%Q4 2021Q3 20238
Virtue Capital Management, LLC 880.06%0.09%0.14%Q4 2021Q3 20238
Ignite Planners, LLC 880.19%0.44%0.70%Q4 2021Q3 20238
Keystone Wealth Services, LLC 880.42%0.52%0.86%Q4 2021Q3 20238
True Link Financial Advisors, LLC 880.01%0.11%0.16%Q4 2021Q3 20238
PFG Advisors 880.04%0.06%0.08%Q4 2021Q3 20238
FLOW TRADERS U.S. LLC 320.01%0.05%0.13%Q3 2020Q3 20238
Prospera Financial Services Inc 310.00%0.07%0.23%Q3 2014Q3 20238
Tyler-Stone Wealth Management 520.21%0.24%0.26%Q4 2021Q3 20237
NewSquare Capital LLC 770.00%0.00%0.00%Q3 2021Q1 20237
Clarus Wealth Advisors 770.04%0.25%0.48%Q4 2017Q2 20197
JPMORGAN CHASE & CO 410.00%0.00%0.00%Q2 2014Q3 20237
Ameritas Investment Company, LLC 310.01%0.05%0.25%Q4 2018Q3 20217
SAXON INTERESTS, INC. 770.18%0.23%0.32%Q4 2021Q2 20237
Gradient Investments LLC 770.00%0.00%0.00%Q4 2019Q2 20217
ACG Wealth 410.03%0.05%0.08%Q2 2019Q2 20227
SILVER OAK SECURITIES, INCORPORATED 770.16%0.26%0.39%Q1 2022Q3 20237
BKA Wealth Consulting, Inc. 770.57%0.64%0.72%Q1 2022Q3 20237
G&S Capital LLC 430.31%0.49%0.64%Q2 2020Q1 20227
Atria Wealth Solutions, Inc. 770.05%0.13%0.18%Q1 2022Q3 20237
Institute for Wealth Management, LLC. 660.03%0.04%0.04%Q4 2020Q1 20226
Bluesphere Advisors, LLC 660.21%0.24%0.30%Q4 2020Q1 20226
CX Institutional 660.18%0.36%0.56%Q2 2022Q3 20236
Kowal Investment Group, LLC 510.03%0.09%0.10%Q3 2021Q3 20236
Financial Gravity Asset Management, Inc. 330.01%0.01%0.01%Q1 2018Q3 20196
Wagner Wealth Management, LLC 420.02%0.02%0.02%Q1 2021Q3 20226
DEUTSCHE BANK AG\ 660.00%0.00%0.00%Q3 2013Q4 20146
ICA Group Wealth Management, LLC 660.04%0.05%0.06%Q1 2022Q2 20236
Eudaimonia Partners, LLC 660.02%0.04%0.06%Q4 2019Q1 20216
Atlas Private Wealth Management, LLC 660.04%0.05%0.05%Q4 2019Q1 20216
UBS AG 660.00%0.01%0.02%Q2 2013Q3 20146
NEW ENGLAND SECURITIES CORP /MA/ 660.00%0.04%0.07%Q3 2013Q4 20146
Legacy Financial Advisors, Inc. 660.01%0.01%0.01%Q4 2017Q1 20196
Global Financial Private Capital, Inc 660.01%0.01%0.02%Q3 2017Q4 20186
Empirical Asset Management, LLC 420.19%0.23%0.30%Q4 2021Q3 20236
Virtu Financial LLC 210.01%0.07%0.23%Q3 2014Q3 20236
NewEdge Advisors, LLC 510.00%0.00%0.01%Q2 2017Q3 20236
VisionPoint Advisory Group, LLC 660.12%0.21%0.28%Q4 2018Q1 20206
Orion Portfolio Solutions, LLC 330.00%0.00%0.01%Q4 2019Q3 20236
St. James Investment Advisors, LLC 550.00%0.00%0.00%Q4 2021Q4 20225
SouthState Corp 410.02%0.02%0.03%Q3 2018Q4 20195
BANK OF MONTREAL /CAN/ 550.00%0.00%0.00%Q2 2018Q2 20195
Asset Dedication, LLC 550.00%0.00%0.01%Q3 2022Q3 20235
HAYS ADVISORY LLC 322.88%3.40%3.99%Q3 2014Q4 20155
NORTHWEST WEALTH MANAGEMENT, LLC 550.06%0.06%0.06%Q1 2018Q1 20195
Key FInancial Inc 550.00%0.00%0.00%Q3 2022Q3 20235
Visionary Asset Management, Inc. 320.23%0.33%0.47%Q3 2014Q4 20155
Sowell Financial Services LLC 550.01%0.01%0.02%Q1 2020Q1 20215
Qube Research & Technologies Ltd 410.00%0.00%0.01%Q3 2021Q3 20235
Colonial River Wealth Management, LLC 550.31%0.31%0.32%Q4 2021Q4 20225
CoreCap Advisors, LLC 550.13%0.14%0.15%Q4 2021Q4 20225
Independent Portfolio Consultants, Inc. 320.01%0.01%0.03%Q3 2014Q4 20155
Mariner, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Coppell Advisory Solutions LLC 411.08%1.31%1.59%Q4 2020Q3 20235
Regal Investment Advisors LLC 550.03%0.04%0.04%Q2 2021Q2 20225
Holloway Wealth Management, LLC 550.09%0.14%0.18%Q1 2021Q1 20225
S.C. Financial Services, Inc. 550.71%0.84%0.96%Q4 2021Q4 20225
SEI INVESTMENTS CO 310.00%0.00%0.00%Q3 2015Q2 20185
Global Assets Advisory, LLC 550.45%0.50%0.52%Q3 2022Q3 20235
Total Clarity Wealth Management, Inc. 410.02%0.23%0.38%Q1 2021Q2 20225
Golden State Wealth Management, LLC 210.03%0.04%0.05%Q2 2019Q3 20204
Renaissance Technologies 310.00%0.00%0.00%Q1 2018Q4 20214
Belpointe Asset Management LLC 220.00%0.01%0.01%Q4 2021Q1 20234
Leelyn Smith, LLC 310.01%0.09%0.13%Q4 2019Q1 20224
IAMS WEALTH MANAGEMENT, LLC 441.81%1.91%2.02%Q4 2022Q3 20234
COMERICA BANK 210.00%0.00%0.00%Q2 2013Q3 20234
Lucia Wealth Services, LLC 440.09%0.47%0.78%Q4 2019Q3 20204
1900 WEALTH MANAGEMENT LLC 440.07%0.07%0.07%Q2 2021Q1 20224
TOTAL INVESTMENT MANAGEMENT INC 440.08%0.09%0.11%Q4 2018Q3 20194
MUFG Americas Holdings Corp 440.00%0.00%0.00%Q4 2021Q3 20224
Xcel Wealth Management, LLC 440.07%0.08%0.09%Q4 2022Q3 20234
SeaCrest Wealth Management, LLC 440.00%0.00%0.00%Q2 2018Q1 20194
Arden Trust Co 441.58%1.83%2.08%Q1 2023Q4 20234
Trifecta Capital Advisors, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Founders Financial Alliance, LLC 310.09%0.09%0.10%Q3 2020Q4 20214
Farther Finance Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Koshinski Asset Management, Inc. 310.01%0.03%0.08%Q3 2020Q1 20224
Sanchez Wealth Management Group 442.57%2.77%3.18%Q4 2017Q3 20184
Gateway Wealth Partners, LLC 440.07%0.15%0.23%Q4 2022Q3 20234
Capital Investment Advisory Services, LLC 440.00%0.00%0.00%Q4 2018Q3 20194
Bogart Wealth, LLC 440.01%0.01%0.03%Q4 2018Q3 20194
TOMPKINS FINANCIAL CORP 440.00%0.00%0.00%Q1 2022Q4 20224
FIRST MANHATTAN CO. LLC. 440.00%0.00%0.00%Q1 2022Q4 20224
Belvedere Trading LLC 220.00%0.00%0.00%Q1 2023Q2 20234
SIGNET FINANCIAL MANAGEMENT, LLC 310.01%0.01%0.02%Q1 2018Q4 20214
WealthTrust Asset Management, LLC 440.22%0.28%0.32%Q2 2021Q1 20224
Beck Bode, LLC 440.92%1.09%1.20%Q4 2022Q3 20234
Cutler Group LLC / CA 110.00%0.00%0.00%Q4 2015Q3 20163
MGO ONE SEVEN LLC 210.01%0.02%0.03%Q4 2017Q4 20183
Sunbelt Securities, Inc. 330.01%0.01%0.01%Q1 2023Q3 20233
Advisor Resource Council 110.02%0.02%0.02%Q2 2021Q2 20223
RELIANCE TRUST CO OF DELAWARE 330.08%0.16%0.24%Q3 2018Q1 20193
Creative Planning 330.00%0.00%0.00%Q3 2014Q1 20153
Veritable, L.P. 330.00%0.00%0.01%Q3 2020Q1 20213
Foundations Investment Advisors, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
tru Independence LLC 330.00%0.00%0.00%Q4 2019Q2 20203
NATIONAL PLANNING CORP 210.00%0.02%0.04%Q4 2014Q3 20173
FLAGSHIP HARBOR ADVISORS, LLC 330.01%0.02%0.03%Q3 2019Q1 20203
OneAscent Financial Services LLC 330.18%0.29%0.41%Q1 2023Q3 20233
B. Riley Wealth Management, Inc. 210.05%0.06%0.07%Q3 2014Q2 20153
WIN ADVISORS, INC 330.00%0.00%0.00%Q1 2022Q3 20223
GeoWealth Management, LLC 110.62%0.97%1.45%Q3 2021Q3 20233
NewEdge Wealth, LLC 330.02%0.04%0.05%Q1 2023Q3 20233
ALLIANCEBERNSTEIN L.P. 330.00%0.00%0.00%Q3 2014Q1 20153
Premia Global Advisors, LLC 337.44%9.76%11.81%Q2 2018Q4 20183
Mach-1 Financial Group, LLC 210.08%0.34%0.82%Q2 2022Q1 20233
Cape Investment Advisory, Inc. 330.02%0.03%0.03%Q1 2023Q3 20233
LexAurum Advisors, LLC 331.29%1.37%1.45%Q2 2018Q4 20183
ABLE Financial Group, LLC 330.26%0.28%0.30%Q1 2023Q3 20233
Pine Valley Investments Ltd Liability Co 330.03%0.06%0.09%Q1 2023Q3 20233
Acorn Wealth Advisors, LLC 330.02%0.02%0.03%Q4 2017Q2 20183
PCA Investment Advisory Services Inc. 330.16%0.17%0.18%Q1 2023Q3 20233
Trinity Legacy Partners, LLC 330.14%0.15%0.17%Q1 2020Q3 20203
Aris Wealth Services, Inc. 220.04%0.06%0.08%Q2 2015Q3 20152
WEALTH ADVISORS, INC. 220.08%0.08%0.08%Q2 2021Q3 20212
Cyndeo Wealth Partners, LLC 220.07%0.07%0.07%Q2 2023Q3 20232
PARK AVENUE SECURITIES LLC 110.01%0.06%0.10%Q1 2017Q3 20232
TKG Advisors, LLC 220.42%0.46%0.50%Q4 2021Q1 20222
BROWN ADVISORY INC 220.00%0.00%0.00%Q3 2022Q4 20222
VERUS CAPITAL PARTNERS, LLC 220.05%0.13%0.22%Q4 2019Q1 20202
KINGSWOOD WEALTH ADVISORS, LLC 220.05%0.07%0.10%Q2 2023Q3 20232
Hayden Royal, LLC 110.39%1.00%1.60%Q4 2020Q3 20212
Almanack Investment Partners, LLC. 110.03%0.08%0.14%Q1 2018Q3 20212
MANAGED ACCOUNT ADVISORS LLC 220.00%0.00%0.00%Q1 2015Q2 20152
Private Advisory Group LLC 220.71%0.73%0.75%Q3 2021Q4 20212
MERCER GLOBAL ADVISORS INC /ADV 110.00%0.00%0.00%Q3 2022Q1 20232
True Capital Management 220.56%0.61%0.66%Q4 2022Q1 20232
Placemark Investments, Inc. 220.01%0.01%0.01%Q3 2014Q4 20142
Independent Advisor Alliance 110.03%0.05%0.07%Q1 2017Q4 20192
Kraft, Davis & Associates, LLC 110.08%0.34%0.60%Q4 2022Q2 20232
Cresset Asset Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
First Trust Direct Indexing L.P. 220.03%0.03%0.03%Q2 2023Q3 20232
CapWealth Advisors, LLC 220.07%0.07%0.08%Q2 2018Q3 20182
FIRST INTERSTATE BANK 220.01%0.01%0.01%Q3 2019Q4 20192
Ameritas Advisory Services, LLC 110.00%0.01%0.01%Q4 2021Q1 20232
Timber Hill LLC 220.00%0.00%0.00%Q2 2013Q3 20132
WealthShield Partners, LLC 220.01%0.01%0.01%Q1 2021Q2 20212
Financial Gravity Companies, Inc. 110.01%0.01%0.01%Q1 2018Q4 20182
WOODWARD DIVERSIFIED CAPITAL, LLC 220.14%0.20%0.28%Q4 2021Q1 20222
Clearstead Advisors, LLC 220.00%0.00%0.00%Q1 2020Q2 20202
Householder Group Estate & Retirement Specialist, LLC 110.00%0.03%0.05%Q1 2023Q3 20232
Chicago Partners Investment Group LLC 220.02%0.02%0.02%Q2 2023Q3 20232
Coppell Advisory Solutions Corp. 221.20%1.40%1.59%Q4 2022Q1 20232
Clear Creek Financial Management, LLC 110.84%0.84%0.84%Q3 2021Q3 20211
SIGNATUREFD, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Edge Advisors, LLC 110.00%0.00%0.00%Q2 2017Q2 20171
EWG Elevate Inc. 110.72%0.72%0.72%Q3 2021Q3 20211
FolioMetrix LLC 110.05%0.05%0.05%Q2 2015Q2 20151
WOLVERINE TRADING, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
CATALYST PRIVATE WEALTH, LLC 110.15%0.15%0.15%Q3 2020Q3 20201
EUDAIMONIA ADVISORS LLC 110.21%0.21%0.21%Q4 2021Q4 20211
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.00%0.00%0.00%Q2 2018Q2 20181
RE Dickinson Investment Advisors, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Patriot Financial Group Insurance Agency, LLC 110.01%0.01%0.01%Q2 2019Q2 20191
Cavalier Investments, LLC 110.24%0.24%0.24%Q3 2017Q3 20171
DFPG INVESTMENTS, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Sonora Investment Management, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
SOCIETE GENERALE 110.06%0.06%0.06%Q2 2016Q2 20161
DHJJ Financial Advisors, Ltd. 110.00%0.00%0.00%Q3 2023Q3 20231
Confluence Wealth Services, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Legacy Financial Group LLC 110.00%0.00%0.00%Q3 2023Q3 20231
BUCKINGHAM STRATEGIC WEALTH, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
McElhenny Sheffield Capital Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
QUADRANT CAPITAL GROUP LLC 110.01%0.01%0.01%Q2 2020Q2 20201
Impact Partnership Wealth, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
SSI INVESTMENT MANAGEMENT LLC 110.32%0.32%0.32%Q3 2015Q3 20151
TWO SIGMA SECURITIES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Laurel Wealth Advisors LLC 110.00%0.00%0.00%Q4 2019Q4 20191
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 110.00%0.00%0.00%Q4 2015Q4 20151
Rehmann Capital Advisory Group 110.00%0.00%0.00%Q3 2018Q3 20181
NBC SECURITIES, INC. 110.12%0.12%0.12%Q3 2023Q3 20231
Signify Wealth 115.61%5.61%5.61%Q3 2021Q3 20211
CORBETT ROAD CAPITAL MANAGEMENT, LLC 110.08%0.08%0.08%Q1 2020Q1 20201
Portfolio Solutions, LLC 110.00%0.00%0.00%Q1 2017Q1 20171
J Arnold Wealth Management Co 114.86%4.86%4.86%Q3 2022Q3 20221
ForthRight Wealth Management, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Covington Capital Management 110.01%0.01%0.01%Q2 2021Q2 20211
NEXT Financial Holdings 110.00%0.00%0.00%Q1 2019Q1 20191
PFG Private Wealth Management, LLC 110.03%0.03%0.03%Q2 2023Q2 20231
BlackRock Institutional Trust Company, N.A. 110.00%0.00%0.00%Q2 2013Q2 20131
Sound Income Strategies, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
CAROLINAS WEALTH CONSULTING LLC 110.01%0.01%0.01%Q2 2020Q2 20201
Accurate Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Larson Financial Group LLC 110.00%0.00%0.00%Q2 2020Q2 20201
HHM Wealth Advisors, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Concert Wealth Management Inc. 110.02%0.02%0.02%Q3 2016Q3 20161
Whitnell & Co. 110.02%0.02%0.02%Q4 2017Q4 20171
Virtu KCG Holdings LLC 110.01%0.01%0.01%Q1 2017Q1 20171
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 110.07%0.07%0.07%Q4 2020Q4 20201
National Wealth Management Group, LLC 110.60%0.60%0.60%Q4 2021Q4 20211
MYCIO WEALTH PARTNERS, LLC 110.00%0.00%0.00%Q3 2016Q3 20161
CALTON & ASSOCIATES, INC. 110.03%0.03%0.03%Q4 2017Q4 20171
KMG FIDUCIARY PARTNERS, LLC 110.04%0.04%0.04%Q2 2021Q2 20211
ARS Wealth Advisors Group, LLC 110.04%0.04%0.04%Q2 2022Q2 20221
NORTHERN TRUST CORP 110.00%0.00%0.00%Q4 2019Q4 20191
Richwood Investment Advisors, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Waterloo Capital, L.P. 110.25%0.25%0.25%Q3 2023Q3 20231
AVIANCE CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
STIFEL NICOLAUS & CO INC \MO\ 110.01%0.01%0.01%Q2 2013Q2 20131
Envestnet Portfolio Solutions, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
MTM Investment Management, LLC 110.69%0.69%0.69%Q4 2020Q4 20201
Cadence Wealth Management LLC 110.12%0.12%0.12%Q2 2022Q2 20221
Atria Investments, Inc 110.02%0.02%0.02%Q2 2023Q2 20231
V Wealth Advisors LLC 110.01%0.01%0.01%Q2 2017Q2 20171
Interchange Capital Partners, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Nachman Norwood & Parrott, Inc 110.00%0.00%0.00%Q3 2020Q3 20201
American Institute for Advanced Investment Management, LLP 110.21%0.21%0.21%Q3 2023Q3 20231
PURSUE WEALTH PARTNERS LLC 110.13%0.13%0.13%Q2 2023Q2 20231
Integrated Wealth Management 110.01%0.01%0.01%Q3 2016Q3 20161
Brinker Capital Investments, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Vigilant Capital Management, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Bartlett & Co. LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Spectrum Wealth Advisory Group, LLC 110.14%0.14%0.14%Q3 2020Q3 20201
BB&T INVESTMENT SERVICES, INC. 110.00%0.00%0.00%Q4 2017Q4 20171
Brookstone Capital Management 110.00%0.00%0.00%Q3 2015Q3 20151
Moser Wealth Advisors, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Plante Moran Financial Advisors, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Stephens Consulting, LLC 110.07%0.07%0.07%Q4 2021Q4 20211
External links

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