Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 43 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 41 | 41 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 41 |
WELLS FARGO & COMPANY/MN | 22 | 18 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 40 |
US BANCORP \DE\ | 28 | 9 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 37 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 36 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 31 |
JANE STREET GROUP, LLC | 18 | 12 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 30 |
CITIGROUP INC | 14 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 26 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 24 | 24 | 0.00% | 0.03% | 0.08% | Q4 2017 | Q3 2023 | 24 |
LPL Financial LLC | 18 | 4 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
Private Advisor Group, LLC | 14 | 1 | 0.00% | 0.07% | 0.15% | Q1 2017 | Q3 2023 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
COMMONWEALTH EQUITY SERVICES, LLC | 19 | 19 | 0.00% | 0.02% | 0.05% | Q1 2019 | Q3 2023 | 19 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2022 | 19 |
STIFEL FINANCIAL CORP | 11 | 7 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q3 2023 | 18 |
CWM, LLC | 10 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 18 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 18 | 18 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2019 | 18 |
IFP Advisors, Inc | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 17 |
Tower Research Capital LLC (TRC) | 14 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2023 | 17 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.04% | Q1 2020 | Q3 2023 | 15 |
BLAIR WILLIAM & CO/IL | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
AMERIPRISE FINANCIAL INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Stratos Wealth Partners, LTD. | 11 | 1 | 0.00% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 14 |
WEDBUSH SECURITIES INC | 14 | 14 | 0.02% | 0.05% | 0.06% | Q2 2020 | Q3 2023 | 14 |
Tradition Wealth Management, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
RAYMOND JAMES & ASSOCIATES | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Kestra Advisory Services, LLC | 12 | 12 | 0.00% | 0.05% | 0.10% | Q4 2020 | Q3 2023 | 12 |
WealthBridge Capital Management, LLC | 10 | 2 | 0.00% | 0.33% | 0.51% | Q4 2018 | Q3 2023 | 12 |
ENVESTNET ASSET MANAGEMENT INC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
First Allied Advisory Services, Inc. | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2020 | 12 |
Cetera Advisor Networks LLC | 11 | 1 | 0.00% | 0.04% | 0.14% | Q2 2020 | Q3 2023 | 12 |
Cambridge Investment Research Advisors, Inc. | 12 | 12 | 0.00% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
PNC FINANCIAL SERVICES GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.01% | 0.04% | 0.07% | Q4 2020 | Q3 2023 | 12 |
THRIVENT FINANCIAL FOR LUTHERANS | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Raymond James Financial Services Advisors, Inc. | 12 | 12 | 0.00% | 0.02% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Princeton Global Asset Management LLC | 12 | 12 | 0.06% | 0.12% | 0.17% | Q4 2020 | Q3 2023 | 12 |
Advisor Group, Inc. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2019 | 12 |
First Heartland Consultants, Inc. | 12 | 12 | 0.04% | 0.46% | 0.69% | Q4 2020 | Q3 2023 | 12 |
BANK HAPOALIM BM | 11 | 11 | 0.10% | 0.16% | 0.22% | Q1 2021 | Q3 2023 | 11 |
FMR LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 11 |
Banque Cantonale Vaudoise | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Larson Financial Group LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Steward Partners Investment Advisory, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
SCOTIA CAPITAL INC. | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
TSFG, LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
HighTower Advisors, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
OPPENHEIMER & CO INC | 11 | 11 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Lindbrook Capital, LLC | 11 | 11 | 0.00% | 0.01% | 0.04% | Q1 2021 | Q3 2023 | 11 |
IHT Wealth Management, LLC | 11 | 11 | 0.04% | 0.11% | 0.38% | Q1 2021 | Q3 2023 | 11 |
FLAGSHIP HARBOR ADVISORS, LLC | 11 | 11 | 0.08% | 0.14% | 0.22% | Q1 2021 | Q3 2023 | 11 |
American Institute for Advanced Investment Management, LLP | 11 | 11 | 0.63% | 0.79% | 1.04% | Q1 2021 | Q3 2023 | 11 |
SALEM INVESTMENT COUNSELORS INC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Sigma Planning Corp | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
SEAVIEW INVESTMENT MANAGERS LLC | 10 | 10 | 0.14% | 0.71% | 0.84% | Q2 2021 | Q3 2023 | 10 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 10 |
Front Row Advisors LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Vivaldi Capital Management LP | 10 | 10 | 0.06% | 0.09% | 0.14% | Q2 2021 | Q3 2023 | 10 |
DFPG INVESTMENTS, LLC | 10 | 10 | 0.03% | 0.08% | 0.11% | Q2 2021 | Q3 2023 | 10 |
CULLEN/FROST BANKERS, INC. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2021 | 10 |
AE Wealth Management LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Capital Investment Advisory Services, LLC | 8 | 2 | 0.04% | 0.05% | 0.06% | Q1 2021 | Q3 2023 | 10 |
Citadel Advisors | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 10 |
American Portfolios Advisors | 8 | 2 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q3 2022 | 10 |
ENTERPRISE FINANCIAL SERVICES CORP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2021 | 10 |
BANK OF MONTREAL /CAN/ | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 10 |
Kingsview Wealth Management, LLC | 6 | 4 | 0.03% | 0.04% | 0.04% | Q1 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.10% | 0.18% | Q1 2021 | Q3 2023 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Clarus Wealth Advisors | 10 | 10 | 0.22% | 0.31% | 0.45% | Q1 2021 | Q2 2023 | 10 |
Waverly Advisors, LLC | 9 | 9 | 0.06% | 0.09% | 0.11% | Q3 2021 | Q3 2023 | 9 |
Financial Architects, Inc | 5 | 4 | 0.04% | 0.16% | 0.22% | Q1 2021 | Q2 2023 | 9 |
Gladstone Institutional Advisory LLC | 8 | 1 | 0.02% | 0.07% | 0.29% | Q1 2021 | Q3 2023 | 9 |
MML INVESTORS SERVICES, LLC | 9 | 9 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Catalyst Capital Advisors LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2023 | 9 |
Spire Wealth Management | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 9 |
Integrated Wealth Concepts LLC | 9 | 9 | 0.03% | 0.04% | 0.06% | Q3 2021 | Q3 2023 | 9 |
Migdal Insurance & Financial Holdings Ltd. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
V Wealth Advisors LLC | 9 | 9 | 0.04% | 0.07% | 0.08% | Q2 2021 | Q2 2023 | 9 |
BELLEVUE ASSET MANAGEMENT, LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Global Retirement Partners, LLC | 7 | 2 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 9 |
Stonebridge Financial Planning Group, LLC | 9 | 9 | 0.39% | 0.51% | 0.68% | Q3 2021 | Q3 2023 | 9 |
Vontobel Holding Ltd. | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
CI INVESTMENTS INC. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Portfolio Strategies, Inc. | 9 | 9 | 0.25% | 1.71% | 5.15% | Q3 2021 | Q3 2023 | 9 |
Collaborative Wealth Managment Inc. | 6 | 1 | 0.17% | 0.26% | 0.40% | Q1 2021 | Q3 2023 | 8 |
Ameritas Investment Partners, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
TRUST CO OF VERMONT | 8 | 8 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q2 2019 | 8 |
EQUITABLE TRUST CO | 8 | 8 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
KRAEMATON INVESTMENT ADVISORS, INC | 8 | 8 | 1.41% | 1.57% | 1.75% | Q4 2021 | Q3 2023 | 8 |
PCG Wealth Advisors, LLC | 8 | 8 | 0.16% | 0.19% | 0.30% | Q4 2021 | Q3 2023 | 8 |
Financial Management Professionals, Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q2 2023 | 8 |
Mascoma Wealth Management LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Qube Research & Technologies Ltd | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 8 |
Snowden Capital Advisors LLC | 8 | 8 | 0.06% | 0.07% | 0.09% | Q4 2021 | Q3 2023 | 8 |
Money Design Co.,Ltd. | 8 | 8 | 0.00% | 0.34% | 0.54% | Q4 2021 | Q3 2023 | 8 |
EUDAIMONIA ADVISORS LLC | 8 | 8 | 0.24% | 0.37% | 0.60% | Q4 2021 | Q3 2023 | 8 |
Intrua Financial, LLC | 8 | 8 | 0.05% | 0.05% | 0.07% | Q1 2021 | Q4 2022 | 8 |
Concentrum Wealth Management | 7 | 1 | 0.34% | 1.66% | 2.11% | Q1 2021 | Q3 2023 | 8 |
Janney Montgomery Scott LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
ASSETMARK, INC | 8 | 8 | 0.00% | 0.05% | 0.41% | Q4 2021 | Q3 2023 | 8 |
WEALTHSPAN PARTNERS, LLC | 8 | 8 | 0.25% | 0.30% | 0.34% | Q4 2021 | Q3 2023 | 8 |
Rathbones Group PLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
AVANTAX ADVISORY SERVICES, INC. | 6 | 2 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2023 | 8 |
Millburn Ridgefield Corp | 8 | 8 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q1 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Beacon Capital Management, Inc. | 7 | 7 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q2 2023 | 7 |
Milestone Advisory Partners | 7 | 7 | 0.16% | 0.71% | 1.17% | Q1 2021 | Q3 2022 | 7 |
CENTAURUS FINANCIAL, INC. | 6 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q1 2023 | 7 |
Mariner, LLC | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 7 |
D.A. DAVIDSON & CO. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 7 | 7 | 0.04% | 1.76% | 3.91% | Q4 2021 | Q2 2023 | 7 |
SYNOVUS FINANCIAL CORP | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Pinnacle Bancorp, Inc. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2022 | 7 |
Virtue Capital Management, LLC | 4 | 3 | 0.03% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 7 |
Diversified, LLC | 7 | 7 | 0.11% | 0.23% | 0.40% | Q1 2021 | Q3 2022 | 7 |
Raleigh Capital Management Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
CORRADO ADVISORS, LLC | 7 | 7 | 0.33% | 0.45% | 0.59% | Q1 2022 | Q3 2023 | 7 |
Alpha Omega Group, Inc. | 7 | 7 | 2.68% | 2.98% | 3.98% | Q2 2021 | Q4 2022 | 7 |
MCF Advisors LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
MEITAV INVESTMENT HOUSE LTD | 7 | 7 | 0.03% | 0.04% | 0.06% | Q1 2022 | Q3 2023 | 7 |
WCG Wealth Advisors LLC | 6 | 6 | 0.02% | 0.17% | 0.25% | Q2 2022 | Q3 2023 | 7 |
Gradient Investments LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2017 | 6 |
FLAGSTAR ADVISORS INC | 6 | 6 | 0.08% | 0.14% | 0.17% | Q2 2022 | Q3 2023 | 6 |
Eudaimonia Partners, LLC | 6 | 6 | 0.08% | 0.13% | 0.18% | Q2 2022 | Q3 2023 | 6 |
ICA Group Wealth Management, LLC | 6 | 6 | 0.05% | 0.14% | 0.22% | Q1 2022 | Q2 2023 | 6 |
Atria Investments, Inc | 6 | 6 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q1 2022 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Creative Planning | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 6 |
Walkner Condon Financial Advisors LLC | 5 | 1 | 0.06% | 0.08% | 0.10% | Q1 2022 | Q3 2023 | 6 |
Allworth Financial LP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Rockefeller Capital Management L.P. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
Trust Co | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2016 | Q3 2017 | 6 |
JNBA Financial Advisors | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
BAROMETER CAPITAL MANAGEMENT INC. | 4 | 1 | 0.12% | 0.22% | 0.28% | Q1 2021 | Q2 2023 | 6 |
Claraphi Advisory Network, LLC | 5 | 5 | 0.15% | 0.21% | 0.28% | Q4 2021 | Q4 2022 | 5 |
Capital Analysts, LLC | 5 | 5 | 0.00% | 0.02% | 0.07% | Q3 2022 | Q3 2023 | 5 |
MANCHESTER FINANCIAL INC | 3 | 2 | 0.00% | 0.49% | 1.27% | Q3 2020 | Q3 2023 | 5 |
SeaCrest Wealth Management, LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q1 2019 | 5 |
SHEETS SMITH WEALTH MANAGEMENT | 5 | 5 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q1 2023 | 5 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 5 | 5 | 0.12% | 0.13% | 0.14% | Q4 2018 | Q4 2019 | 5 |
Prospera Financial Services Inc | 3 | 2 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 5 |
Apeiron RIA LLC | 5 | 5 | 0.12% | 0.13% | 0.16% | Q3 2022 | Q3 2023 | 5 |
CX Institutional | 5 | 5 | 0.08% | 0.10% | 0.13% | Q4 2021 | Q4 2022 | 5 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
PRIVATE TRUST CO NA | 5 | 5 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q2 2023 | 5 |
NewEdge Advisors, LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
SG Americas Securities, LLC | 3 | 2 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q3 2017 | 5 |
MGO ONE SEVEN LLC | 2 | 1 | 0.01% | 0.03% | 0.07% | Q4 2017 | Q3 2023 | 5 |
BNP PARIBAS FINANCIAL MARKETS | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Partnervest Advisory Services LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2014 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.06% | 0.06% | 0.07% | Q4 2021 | Q4 2022 | 5 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 5 | 5 | 0.02% | 0.05% | 0.06% | Q3 2021 | Q3 2022 | 5 |
Householder Group Estate & Retirement Specialist, LLC | 3 | 1 | 0.11% | 0.14% | 0.18% | Q1 2022 | Q3 2023 | 5 |
SRS Capital Advisors, Inc. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
OneDigital Investment Advisors LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q4 2021 | 5 |
Patriot Financial Group Insurance Agency, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2022 | 5 |
360 Financial, Inc. | 3 | 1 | 0.10% | 2.65% | 3.84% | Q3 2021 | Q2 2023 | 4 |
Renaissance Technologies | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
Y.D. More Investments Ltd | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Csenge Advisory Group | 3 | 1 | 0.02% | 0.05% | 0.12% | Q1 2022 | Q3 2023 | 4 |
GREAT VALLEY ADVISOR GROUP, INC. | 2 | 2 | 0.01% | 0.05% | 0.10% | Q4 2021 | Q3 2023 | 4 |
CIBC WORLD MARKET INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 4 |
3EDGE Asset Management, LP | 4 | 4 | 0.06% | 0.10% | 0.13% | Q4 2020 | Q3 2021 | 4 |
SILVER OAK SECURITIES, INCORPORATED | 3 | 1 | 0.04% | 0.06% | 0.06% | Q3 2022 | Q3 2023 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Stegent Equity Advisors, Inc. | 4 | 4 | 1.75% | 1.85% | 2.09% | Q4 2022 | Q3 2023 | 4 |
Owen LaRue, LLC | 4 | 4 | 2.09% | 2.37% | 2.68% | Q4 2022 | Q3 2023 | 4 |
Western Wealth Management, LLC | 4 | 4 | 0.02% | 0.03% | 0.05% | Q4 2021 | Q3 2022 | 4 |
First Horizon Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 4 |
EXANE DERIVATIVES | 4 | 4 | 0.08% | 0.12% | 0.14% | Q3 2021 | Q2 2022 | 4 |
Virtu KCG Holdings LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q3 2014 | Q2 2017 | 4 |
Sowell Financial Services LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q1 2021 | 4 |
Jacobi Capital Management LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q1 2022 | 4 |
CAMBRIDGE TRUST CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
MUFG Americas Holdings Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Advisory Services Network, LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 4 |
Shira Ridge Wealth Management | 4 | 4 | 0.16% | 0.18% | 0.23% | Q4 2022 | Q3 2023 | 4 |
STEPHENS INC /AR/ | 2 | 1 | 0.02% | 0.04% | 0.06% | Q4 2021 | Q2 2023 | 3 |
COLUMBIA ADVISORY PARTNERS LLC | 3 | 3 | 0.21% | 0.24% | 0.27% | Q4 2021 | Q2 2022 | 3 |
Archer Investment Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Vestmark Advisory Solutions, Inc. | 3 | 3 | 0.02% | 0.04% | 0.06% | Q3 2022 | Q1 2023 | 3 |
JPMORGAN CHASE & CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
BARINGS LLC | 3 | 3 | 0.34% | 0.67% | 1.00% | Q1 2023 | Q3 2023 | 3 |
HRT FINANCIAL LP | 2 | 1 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q2 2022 | 3 |
Jane Street Holding, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2013 | 3 |
Tyler-Stone Wealth Management | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q2 2022 | 3 |
Cascadia Advisory Services, LLC | 3 | 3 | 0.35% | 0.36% | 0.38% | Q1 2021 | Q3 2021 | 3 |
Acorn Wealth Advisors, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q2 2018 | 3 |
Concord Wealth Partners | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
LEVEL FOUR ADVISORY SERVICES, LLC | 2 | 1 | 0.01% | 0.05% | 0.10% | Q1 2021 | Q1 2023 | 3 |
PFG Investments, LLC | 3 | 3 | 0.11% | 0.12% | 0.12% | Q1 2023 | Q3 2023 | 3 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.03% | 0.05% | 0.06% | Q2 2022 | Q3 2023 | 3 |
Gateway Wealth Partners, LLC | 3 | 3 | 0.03% | 0.04% | 0.06% | Q1 2023 | Q3 2023 | 3 |
One Capital Management, LLC | 2 | 1 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q1 2023 | 3 |
Perennial Investment Advisors, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
HSBC HOLDINGS PLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 3 |
Columbus Macro, LLC | 3 | 3 | 0.25% | 0.27% | 0.29% | Q2 2021 | Q4 2021 | 3 |
Belvedere Trading LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 3 |
NEXT Financial Group, Inc | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2021 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
CREDIT SUISSE AG/ | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Avior Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Clear Creek Financial Management, LLC | 2 | 1 | 0.06% | 0.07% | 0.07% | Q4 2020 | Q3 2021 | 3 |
Great Diamond Partners, LLC | 3 | 3 | 0.06% | 0.07% | 0.08% | Q4 2022 | Q2 2023 | 3 |
Cerity Partners LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Cooper Financial Group | 2 | 2 | 0.13% | 0.13% | 0.13% | Q4 2021 | Q1 2022 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Parallel Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Ground Swell Capital, LLC | 2 | 2 | 0.00% | 0.02% | 0.04% | Q2 2014 | Q3 2014 | 2 |
GREENWOOD CAPITAL ASSOCIATES LLC | 2 | 2 | 0.15% | 0.16% | 0.16% | Q2 2023 | Q3 2023 | 2 |
BROWN ADVISORY INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
FundX Investment Group, LLC | 2 | 2 | 0.18% | 0.26% | 0.35% | Q3 2021 | Q4 2021 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 2 |
Concorde Asset Management, LLC | 2 | 2 | 0.19% | 2.35% | 4.51% | Q2 2023 | Q3 2023 | 2 |
U.S. Capital Wealth Advisors, LLC | 2 | 2 | 0.08% | 0.10% | 0.12% | Q4 2021 | Q1 2022 | 2 |
Nilsine Partners, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q2 2023 | 2 |
Peoples Bank/KS | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q4 2023 | 2 |
L.M. KOHN & COMPANY | 2 | 2 | 0.09% | 0.10% | 0.10% | Q2 2023 | Q3 2023 | 2 |
HAP Trading, LLC | 1 | 1 | 0.06% | 0.09% | 0.12% | Q2 2021 | Q2 2022 | 2 |
TD Waterhouse Canada Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
GUARDIAN CAPITAL LP | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q2 2023 | 2 |
Kistler-Tiffany Companies, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
PRUDENTIAL PLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 2 |
Asset Dedication, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Missouri Trust & Investment Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Fulcrum Equity Management | 2 | 2 | 0.18% | 0.19% | 0.20% | Q3 2021 | Q4 2021 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 2 |
MSI Financial Services Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2016 | 2 |
DUDLEY & SHANLEY, INC. | 2 | 2 | 1.15% | 1.19% | 1.23% | Q2 2023 | Q3 2023 | 2 |
Platte River Wealth Advisors, LLC | 2 | 2 | 0.07% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
HUNTINGTON NATIONAL BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2009 | Q1 2010 | 2 |
FLOW TRADERS U.S. LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Caprock Group, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Ford Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 2 |
J.W. COLE ADVISORS, INC. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Kovack Advisors, Inc. | 2 | 2 | 0.11% | 0.15% | 0.19% | Q4 2016 | Q1 2017 | 2 |
Cambridge Advisors Inc. | 2 | 2 | 0.05% | 0.06% | 0.06% | Q1 2023 | Q2 2023 | 2 |
WOLVERINE TRADING, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Financial Advocates Investment Management | 2 | 2 | 0.12% | 0.14% | 0.16% | Q4 2020 | Q1 2021 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Elevated Capital Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2021 | Q1 2022 | 2 |
GOLDMAN SACHS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 2 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
Keystone Financial Group | 2 | 2 | 0.06% | 0.19% | 0.32% | Q2 2023 | Q3 2023 | 2 |
McKinley Carter Wealth Services, Inc. | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
FDx Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Synergy Asset Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
PrairieView Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Atomi Financial Group, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Ascent Group, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2023 | Q2 2023 | 1 |
Arlington Financial Advisors, LLC | 1 | 1 | 3.78% | 3.78% | 3.78% | Q3 2023 | Q3 2023 | 1 |
TCG Advisory Services, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
Advisor OS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
Carolina Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BARCLAYS PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
TAP Consulting, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Values First Advisors, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
Winslow, Evans & Crocker, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
Cetera Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
TRUIST FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Aveo Capital Partners, LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q3 2023 | Q3 2023 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
WBI INVESTMENTS, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2017 | Q4 2017 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
FinTrust Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
AMERICAN NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Affiance Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
MOTCO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Hilltop Holdings Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
VisionPoint Advisory Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
J.P. Morgan Private Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Outlook Wealth Advisors, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Meixler Investment Management, Ltd. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Voya Financial Advisors, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2021 | Q1 2021 | 1 |
PROVENCE WEALTH MANAGEMENT GROUP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
AdvisorNet Financial, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BOURGEON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Verition Fund Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
Beaumont Capital Management, LLC | 1 | 1 | 1.57% | 1.57% | 1.57% | Q3 2023 | Q3 2023 | 1 |
Advisor Resource Council | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q2 2021 | 1 |
SIMON QUICK ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Fiduciary Planning LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Flaharty Asset Management, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
Stratos Wealth Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
Hanlon Investment Management, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Grove Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Beaumont Financial Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Corient Private Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Ergawealth Advisors, Inc. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2022 | Q4 2022 | 1 |
Ignite Planners, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Beck Bode, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2022 | Q2 2022 | 1 |
FWL INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Private Advisory Group LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q1 2021 | 1 |
MJP ASSOCIATES INC /ADV | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
Purus Wealth Management, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2021 | Q4 2021 | 1 |
Simplicity Solutions, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Progressive Investment Management Corp | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2015 | Q4 2015 | 1 |
PRUDENTIAL FINANCIAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Continuum Advisory, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
HHM Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Advisors Preferred, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Arkadios Wealth Advisors | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2021 | Q4 2021 | 1 |
Clearstead Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ForthRight Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Hexagon Capital Partners LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
CAPTRUST FINANCIAL ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
BROWN BROTHERS HARRIMAN & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
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.