FIRST TR EXCHANGE TRADED FD shareholder history

Current and past FIRST TR EXCHANGE TRADED FD shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.00%Q2 2013Q3 202343
ROYAL BANK OF CANADA 42420.00%0.00%0.00%Q2 2013Q3 202342
MORGAN STANLEY 41410.00%0.00%0.01%Q3 2013Q3 202341
WELLS FARGO & COMPANY/MN 22180.00%0.00%0.01%Q2 2013Q3 202340
US BANCORP \DE\ 2890.00%0.00%0.00%Q2 2013Q3 202337
UBS Group AG 36360.00%0.00%0.01%Q4 2014Q3 202336
Geneos Wealth Management Inc. 31310.00%0.00%0.01%Q1 2016Q3 202331
JANE STREET GROUP, LLC 18120.00%0.00%0.01%Q1 2016Q3 202330
CITIGROUP INC 14120.00%0.00%0.00%Q2 2013Q3 202326
BENJAMIN F. EDWARDS & COMPANY, INC. 24240.00%0.03%0.08%Q4 2017Q3 202324
LPL Financial LLC 1840.00%0.01%0.02%Q1 2018Q3 202322
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.01%Q3 2018Q3 202321
Private Advisor Group, LLC 1410.00%0.07%0.15%Q1 2017Q3 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
COMMONWEALTH EQUITY SERVICES, LLC 19190.00%0.02%0.05%Q1 2019Q3 202319
SUSQUEHANNA INTERNATIONAL GROUP, LLP 610.00%0.00%0.00%Q2 2013Q2 202219
STIFEL FINANCIAL CORP 1170.00%0.01%0.01%Q1 2017Q3 202318
CWM, LLC 1080.00%0.00%0.00%Q1 2019Q3 202318
LADENBURG THALMANN FINANCIAL SERVICES INC. 18180.00%0.00%0.00%Q3 2015Q4 201918
IFP Advisors, Inc 17170.00%0.00%0.01%Q3 2019Q3 202317
Tower Research Capital LLC (TRC) 1410.00%0.00%0.01%Q2 2013Q1 202317
OSAIC HOLDINGS, INC. 15150.00%0.01%0.04%Q1 2020Q3 202315
BLAIR WILLIAM & CO/IL 15150.00%0.00%0.00%Q1 2020Q3 202315
AMERIPRISE FINANCIAL INC 14140.00%0.00%0.00%Q2 2020Q3 202314
Stratos Wealth Partners, LTD. 1110.00%0.02%0.03%Q4 2017Q3 202314
WEDBUSH SECURITIES INC 14140.02%0.05%0.06%Q2 2020Q3 202314
Tradition Wealth Management, LLC 12120.00%0.00%0.01%Q4 2020Q3 202312
RAYMOND JAMES & ASSOCIATES 12120.00%0.00%0.00%Q4 2020Q3 202312
Kestra Advisory Services, LLC 12120.00%0.05%0.10%Q4 2020Q3 202312
WealthBridge Capital Management, LLC 1020.00%0.33%0.51%Q4 2018Q3 202312
ENVESTNET ASSET MANAGEMENT INC 12120.00%0.00%0.01%Q4 2020Q3 202312
First Allied Advisory Services, Inc. 12120.01%0.01%0.02%Q4 2017Q3 202012
Cetera Advisor Networks LLC 1110.00%0.04%0.14%Q2 2020Q3 202312
Cambridge Investment Research Advisors, Inc. 12120.00%0.02%0.03%Q4 2020Q3 202312
PNC FINANCIAL SERVICES GROUP, INC. 12120.00%0.00%0.00%Q4 2020Q3 202312
Cetera Investment Advisers 12120.01%0.04%0.07%Q4 2020Q3 202312
THRIVENT FINANCIAL FOR LUTHERANS 12120.00%0.00%0.01%Q4 2020Q3 202312
Raymond James Financial Services Advisors, Inc. 12120.00%0.02%0.05%Q4 2020Q3 202312
Princeton Global Asset Management LLC 12120.06%0.12%0.17%Q4 2020Q3 202312
Advisor Group, Inc. 12120.00%0.00%0.00%Q1 2017Q4 201912
First Heartland Consultants, Inc. 12120.04%0.46%0.69%Q4 2020Q3 202312
BANK HAPOALIM BM 11110.10%0.16%0.22%Q1 2021Q3 202311
FMR LLC 610.00%0.00%0.00%Q2 2019Q3 202311
Banque Cantonale Vaudoise 11110.00%0.00%0.00%Q1 2021Q3 202311
Larson Financial Group LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
Steward Partners Investment Advisory, LLC 11110.00%0.00%0.01%Q1 2021Q3 202311
SCOTIA CAPITAL INC. 11110.00%0.01%0.02%Q1 2021Q3 202311
TSFG, LLC 11110.00%0.01%0.01%Q1 2021Q3 202311
HighTower Advisors, LLC 11110.00%0.00%0.01%Q1 2021Q3 202311
OPPENHEIMER & CO INC 11110.01%0.02%0.03%Q1 2021Q3 202311
Lindbrook Capital, LLC 11110.00%0.01%0.04%Q1 2021Q3 202311
IHT Wealth Management, LLC 11110.04%0.11%0.38%Q1 2021Q3 202311
FLAGSHIP HARBOR ADVISORS, LLC 11110.08%0.14%0.22%Q1 2021Q3 202311
American Institute for Advanced Investment Management, LLP 11110.63%0.79%1.04%Q1 2021Q3 202311
SALEM INVESTMENT COUNSELORS INC 10100.01%0.01%0.02%Q2 2021Q3 202310
Sigma Planning Corp 10100.01%0.01%0.02%Q2 2021Q3 202310
SEAVIEW INVESTMENT MANAGERS LLC 10100.14%0.71%0.84%Q2 2021Q3 202310
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 910.00%0.00%0.00%Q2 2013Q3 202310
Front Row Advisors LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
Vivaldi Capital Management LP 10100.06%0.09%0.14%Q2 2021Q3 202310
DFPG INVESTMENTS, LLC 10100.03%0.08%0.11%Q2 2021Q3 202310
CULLEN/FROST BANKERS, INC. 10100.00%0.00%0.00%Q1 2019Q2 202110
AE Wealth Management LLC 10100.00%0.01%0.01%Q2 2021Q3 202310
Capital Investment Advisory Services, LLC 820.04%0.05%0.06%Q1 2021Q3 202310
Citadel Advisors 510.00%0.00%0.00%Q1 2019Q3 202310
American Portfolios Advisors 820.01%0.02%0.03%Q1 2018Q3 202210
ENTERPRISE FINANCIAL SERVICES CORP 550.00%0.00%0.00%Q1 2019Q4 202110
BANK OF MONTREAL /CAN/ 710.00%0.00%0.00%Q1 2019Q3 202310
Kingsview Wealth Management, LLC 640.03%0.04%0.04%Q1 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.01%0.10%0.18%Q1 2021Q3 202310
GPS Wealth Strategies Group, LLC 730.00%0.01%0.01%Q1 2021Q3 202310
Clarus Wealth Advisors 10100.22%0.31%0.45%Q1 2021Q2 202310
Waverly Advisors, LLC 990.06%0.09%0.11%Q3 2021Q3 20239
Financial Architects, Inc 540.04%0.16%0.22%Q1 2021Q2 20239
Gladstone Institutional Advisory LLC 810.02%0.07%0.29%Q1 2021Q3 20239
MML INVESTORS SERVICES, LLC 990.00%0.01%0.02%Q3 2021Q3 20239
Catalyst Capital Advisors LLC 990.01%0.01%0.01%Q2 2021Q2 20239
Spire Wealth Management 810.00%0.00%0.00%Q1 2021Q3 20239
Integrated Wealth Concepts LLC 990.03%0.04%0.06%Q3 2021Q3 20239
Migdal Insurance & Financial Holdings Ltd. 990.00%0.00%0.00%Q3 2021Q3 20239
V Wealth Advisors LLC 990.04%0.07%0.08%Q2 2021Q2 20239
BELLEVUE ASSET MANAGEMENT, LLC 990.01%0.01%0.01%Q3 2021Q3 20239
Global Retirement Partners, LLC 720.00%0.00%0.01%Q2 2021Q3 20239
Stonebridge Financial Planning Group, LLC 990.39%0.51%0.68%Q3 2021Q3 20239
Vontobel Holding Ltd. 990.00%0.00%0.01%Q3 2021Q3 20239
CI INVESTMENTS INC. 990.00%0.00%0.00%Q3 2021Q3 20239
Portfolio Strategies, Inc. 990.25%1.71%5.15%Q3 2021Q3 20239
Collaborative Wealth Managment Inc. 610.17%0.26%0.40%Q1 2021Q3 20238
Ameritas Investment Partners, Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
TRUST CO OF VERMONT 880.00%0.01%0.01%Q3 2017Q2 20198
EQUITABLE TRUST CO 880.03%0.03%0.04%Q4 2021Q3 20238
KRAEMATON INVESTMENT ADVISORS, INC 881.41%1.57%1.75%Q4 2021Q3 20238
PCG Wealth Advisors, LLC 880.16%0.19%0.30%Q4 2021Q3 20238
Financial Management Professionals, Inc. 880.00%0.00%0.01%Q3 2021Q2 20238
Mascoma Wealth Management LLC 880.00%0.01%0.02%Q4 2021Q3 20238
Qube Research & Technologies Ltd 410.00%0.00%0.01%Q2 2021Q3 20238
Snowden Capital Advisors LLC 880.06%0.07%0.09%Q4 2021Q3 20238
Money Design Co.,Ltd. 880.00%0.34%0.54%Q4 2021Q3 20238
EUDAIMONIA ADVISORS LLC 880.24%0.37%0.60%Q4 2021Q3 20238
Intrua Financial, LLC 880.05%0.05%0.07%Q1 2021Q4 20228
Concentrum Wealth Management 710.34%1.66%2.11%Q1 2021Q3 20238
Janney Montgomery Scott LLC 880.00%0.00%0.00%Q4 2021Q3 20238
ASSETMARK, INC 880.00%0.05%0.41%Q4 2021Q3 20238
WEALTHSPAN PARTNERS, LLC 880.25%0.30%0.34%Q4 2021Q3 20238
Rathbones Group PLC 880.01%0.01%0.02%Q4 2021Q3 20238
AVANTAX ADVISORY SERVICES, INC. 620.00%0.00%0.01%Q3 2020Q2 20238
Millburn Ridgefield Corp 880.01%0.01%0.02%Q2 2021Q1 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
Beacon Capital Management, Inc. 770.01%0.02%0.02%Q4 2021Q2 20237
Milestone Advisory Partners 770.16%0.71%1.17%Q1 2021Q3 20227
CENTAURUS FINANCIAL, INC. 610.00%0.01%0.01%Q2 2018Q1 20237
Mariner, LLC 520.00%0.00%0.01%Q4 2021Q3 20237
D.A. DAVIDSON & CO. 770.00%0.00%0.01%Q1 2022Q3 20237
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 770.04%1.76%3.91%Q4 2021Q2 20237
SYNOVUS FINANCIAL CORP 770.00%0.01%0.01%Q1 2022Q3 20237
Pinnacle Bancorp, Inc. 770.00%0.01%0.01%Q1 2021Q3 20227
Virtue Capital Management, LLC 430.03%0.04%0.06%Q4 2021Q3 20237
Diversified, LLC 770.11%0.23%0.40%Q1 2021Q3 20227
Raleigh Capital Management Inc. 770.01%0.01%0.01%Q1 2022Q3 20237
CORRADO ADVISORS, LLC 770.33%0.45%0.59%Q1 2022Q3 20237
Alpha Omega Group, Inc. 772.68%2.98%3.98%Q2 2021Q4 20227
MCF Advisors LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Atria Wealth Solutions, Inc. 770.00%0.01%0.02%Q1 2022Q3 20237
MEITAV INVESTMENT HOUSE LTD 770.03%0.04%0.06%Q1 2022Q3 20237
WCG Wealth Advisors LLC 660.02%0.17%0.25%Q2 2022Q3 20237
Gradient Investments LLC 660.00%0.00%0.00%Q4 2015Q1 20176
FLAGSTAR ADVISORS INC 660.08%0.14%0.17%Q2 2022Q3 20236
Eudaimonia Partners, LLC 660.08%0.13%0.18%Q2 2022Q3 20236
ICA Group Wealth Management, LLC 660.05%0.14%0.22%Q1 2022Q2 20236
Atria Investments, Inc 660.03%0.03%0.04%Q4 2020Q1 20226
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
Blue Trust, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
Creative Planning 310.00%0.00%0.00%Q3 2021Q3 20236
Walkner Condon Financial Advisors LLC 510.06%0.08%0.10%Q1 2022Q3 20236
Allworth Financial LP 660.00%0.00%0.00%Q2 2022Q3 20236
Rockefeller Capital Management L.P. 660.00%0.00%0.00%Q3 2021Q4 20226
Trust Co 660.02%0.03%0.04%Q2 2016Q3 20176
JNBA Financial Advisors 660.00%0.00%0.00%Q2 2022Q3 20236
BAROMETER CAPITAL MANAGEMENT INC. 410.12%0.22%0.28%Q1 2021Q2 20236
Claraphi Advisory Network, LLC 550.15%0.21%0.28%Q4 2021Q4 20225
Capital Analysts, LLC 550.00%0.02%0.07%Q3 2022Q3 20235
MANCHESTER FINANCIAL INC 320.00%0.49%1.27%Q3 2020Q3 20235
SeaCrest Wealth Management, LLC 550.00%0.01%0.02%Q1 2018Q1 20195
SHEETS SMITH WEALTH MANAGEMENT 550.04%0.05%0.06%Q1 2022Q1 20235
ALPINE WOODS CAPITAL INVESTORS, LLC 550.12%0.13%0.14%Q4 2018Q4 20195
Prospera Financial Services Inc 320.01%0.01%0.02%Q4 2021Q3 20235
Apeiron RIA LLC 550.12%0.13%0.16%Q3 2022Q3 20235
CX Institutional 550.08%0.10%0.13%Q4 2021Q4 20225
EDMOND DE ROTHSCHILD HOLDING S.A. 550.01%0.01%0.01%Q4 2020Q4 20215
PRIVATE TRUST CO NA 550.01%0.02%0.02%Q2 2022Q2 20235
NewEdge Advisors, LLC 550.02%0.03%0.04%Q3 2022Q3 20235
SG Americas Securities, LLC 320.00%0.01%0.01%Q2 2016Q3 20175
MGO ONE SEVEN LLC 210.01%0.03%0.07%Q4 2017Q3 20235
BNP PARIBAS FINANCIAL MARKETS 550.00%0.00%0.00%Q3 2022Q3 20235
Partnervest Advisory Services LLC 550.01%0.01%0.01%Q2 2013Q2 20145
CoreCap Advisors, LLC 550.06%0.06%0.07%Q4 2021Q4 20225
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 550.02%0.05%0.06%Q3 2021Q3 20225
Householder Group Estate & Retirement Specialist, LLC 310.11%0.14%0.18%Q1 2022Q3 20235
SRS Capital Advisors, Inc. 550.00%0.00%0.01%Q3 2022Q3 20235
OneDigital Investment Advisors LLC 550.01%0.02%0.02%Q4 2020Q4 20215
Patriot Financial Group Insurance Agency, LLC 550.01%0.01%0.01%Q2 2021Q2 20225
360 Financial, Inc. 310.10%2.65%3.84%Q3 2021Q2 20234
Renaissance Technologies 440.00%0.00%0.00%Q3 2021Q2 20224
Y.D. More Investments Ltd 440.00%0.00%0.01%Q4 2022Q3 20234
Csenge Advisory Group 310.02%0.05%0.12%Q1 2022Q3 20234
GREAT VALLEY ADVISOR GROUP, INC. 220.01%0.05%0.10%Q4 2021Q3 20234
CIBC WORLD MARKET INC. 220.00%0.00%0.00%Q3 2021Q2 20234
3EDGE Asset Management, LP 440.06%0.10%0.13%Q4 2020Q3 20214
SILVER OAK SECURITIES, INCORPORATED 310.04%0.06%0.06%Q3 2022Q3 20234
Richard W. Paul & Associates, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Stegent Equity Advisors, Inc. 441.75%1.85%2.09%Q4 2022Q3 20234
Owen LaRue, LLC 442.09%2.37%2.68%Q4 2022Q3 20234
Western Wealth Management, LLC 440.02%0.03%0.05%Q4 2021Q3 20224
First Horizon Advisors, Inc. 220.00%0.00%0.00%Q1 2021Q1 20234
EXANE DERIVATIVES 440.08%0.12%0.14%Q3 2021Q2 20224
Virtu KCG Holdings LLC 220.01%0.02%0.03%Q3 2014Q2 20174
Sowell Financial Services LLC 440.00%0.00%0.01%Q2 2020Q1 20214
Jacobi Capital Management LLC 310.00%0.01%0.03%Q1 2021Q1 20224
CAMBRIDGE TRUST CO 440.00%0.00%0.00%Q4 2022Q3 20234
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 440.00%0.01%0.01%Q4 2022Q3 20234
MUFG Americas Holdings Corp 440.00%0.00%0.00%Q4 2021Q3 20224
Advisory Services Network, LLC 210.00%0.01%0.03%Q2 2021Q3 20234
Shira Ridge Wealth Management 440.16%0.18%0.23%Q4 2022Q3 20234
STEPHENS INC /AR/ 210.02%0.04%0.06%Q4 2021Q2 20233
COLUMBIA ADVISORY PARTNERS LLC 330.21%0.24%0.27%Q4 2021Q2 20223
Archer Investment Corp 330.00%0.00%0.00%Q1 2023Q3 20233
Vestmark Advisory Solutions, Inc. 330.02%0.04%0.06%Q3 2022Q1 20233
JPMORGAN CHASE & CO 330.00%0.00%0.00%Q1 2023Q3 20233
BARINGS LLC 330.34%0.67%1.00%Q1 2023Q3 20233
HRT FINANCIAL LP 210.01%0.01%0.02%Q2 2021Q2 20223
Jane Street Holding, LLC 330.00%0.01%0.02%Q2 2013Q4 20133
Tyler-Stone Wealth Management 330.02%0.02%0.02%Q4 2021Q2 20223
Cascadia Advisory Services, LLC 330.35%0.36%0.38%Q1 2021Q3 20213
Acorn Wealth Advisors, LLC 330.03%0.03%0.03%Q4 2017Q2 20183
Concord Wealth Partners 330.00%0.00%0.00%Q3 2021Q1 20223
LEVEL FOUR ADVISORY SERVICES, LLC 210.01%0.05%0.10%Q1 2021Q1 20233
PFG Investments, LLC 330.11%0.12%0.12%Q1 2023Q3 20233
OLD MISSION CAPITAL LLC 110.03%0.05%0.06%Q2 2022Q3 20233
Gateway Wealth Partners, LLC 330.03%0.04%0.06%Q1 2023Q3 20233
One Capital Management, LLC 210.02%0.03%0.04%Q1 2022Q1 20233
Perennial Investment Advisors, LLC 330.04%0.04%0.04%Q1 2023Q3 20233
HSBC HOLDINGS PLC 210.00%0.00%0.00%Q1 2021Q1 20223
Columbus Macro, LLC 330.25%0.27%0.29%Q2 2021Q4 20213
Belvedere Trading LLC 220.00%0.00%0.00%Q2 2023Q3 20233
NEXT Financial Group, Inc 210.00%0.00%0.00%Q2 2014Q4 20213
Koshinski Asset Management, Inc. 330.01%0.01%0.01%Q3 2021Q1 20223
CREDIT SUISSE AG/ 330.00%0.00%0.00%Q2 2022Q4 20223
Avior Wealth Management, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Clear Creek Financial Management, LLC 210.06%0.07%0.07%Q4 2020Q3 20213
Great Diamond Partners, LLC 330.06%0.07%0.08%Q4 2022Q2 20233
Cerity Partners LLC 220.03%0.03%0.03%Q2 2023Q3 20232
Cooper Financial Group 220.13%0.13%0.13%Q4 2021Q1 20222
Impact Partnership Wealth, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Parallel Advisors, LLC 220.00%0.00%0.00%Q4 2021Q1 20222
Ground Swell Capital, LLC 220.00%0.02%0.04%Q2 2014Q3 20142
GREENWOOD CAPITAL ASSOCIATES LLC 220.15%0.16%0.16%Q2 2023Q3 20232
BROWN ADVISORY INC 220.00%0.00%0.00%Q2 2023Q3 20232
FundX Investment Group, LLC 220.18%0.26%0.35%Q3 2021Q4 20212
MONEY CONCEPTS CAPITAL CORP 110.01%0.01%0.01%Q1 2022Q4 20222
Concorde Asset Management, LLC 220.19%2.35%4.51%Q2 2023Q3 20232
U.S. Capital Wealth Advisors, LLC 220.08%0.10%0.12%Q4 2021Q1 20222
Nilsine Partners, LLC 220.03%0.03%0.03%Q1 2023Q2 20232
Peoples Bank/KS 220.01%0.01%0.01%Q3 2023Q4 20232
L.M. KOHN & COMPANY 220.09%0.10%0.10%Q2 2023Q3 20232
HAP Trading, LLC 110.06%0.09%0.12%Q2 2021Q2 20222
TD Waterhouse Canada Inc. 220.00%0.00%0.00%Q4 2021Q1 20222
GUARDIAN CAPITAL LP 220.01%0.01%0.02%Q1 2023Q2 20232
Kistler-Tiffany Companies, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
PRUDENTIAL PLC 110.01%0.01%0.01%Q4 2022Q2 20232
Asset Dedication, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Missouri Trust & Investment Co 220.00%0.00%0.00%Q2 2023Q3 20232
Fulcrum Equity Management 220.18%0.19%0.20%Q3 2021Q4 20212
Herold Advisors, Inc. 110.00%0.00%0.00%Q3 2021Q1 20222
MSI Financial Services Inc 110.00%0.00%0.00%Q3 2013Q4 20162
DUDLEY & SHANLEY, INC. 221.15%1.19%1.23%Q2 2023Q3 20232
Platte River Wealth Advisors, LLC 220.07%0.08%0.08%Q2 2023Q3 20232
HUNTINGTON NATIONAL BANK 220.00%0.00%0.00%Q4 2009Q1 20102
FLOW TRADERS U.S. LLC 220.01%0.01%0.01%Q1 2023Q2 20232
Caprock Group, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 220.03%0.03%0.04%Q2 2023Q3 20232
Ford Financial Group, LLC 110.01%0.01%0.01%Q2 2021Q4 20212
J.W. COLE ADVISORS, INC. 220.02%0.02%0.02%Q4 2021Q1 20222
Kovack Advisors, Inc. 220.11%0.15%0.19%Q4 2016Q1 20172
Cambridge Advisors Inc. 220.05%0.06%0.06%Q1 2023Q2 20232
WOLVERINE TRADING, LLC 220.00%0.00%0.00%Q3 2021Q4 20212
Financial Advocates Investment Management 220.12%0.14%0.16%Q4 2020Q1 20212
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Elevated Capital Advisors, LLC 110.08%0.08%0.08%Q3 2021Q1 20222
GOLDMAN SACHS GROUP INC 110.00%0.00%0.00%Q2 2022Q2 20232
MANUFACTURERS LIFE INSURANCE COMPANY, THE 220.00%0.00%0.00%Q1 2018Q2 20182
Keystone Financial Group 220.06%0.19%0.32%Q2 2023Q3 20232
McKinley Carter Wealth Services, Inc. 220.08%0.08%0.08%Q2 2023Q3 20232
FDx Advisors, Inc. 110.01%0.01%0.01%Q4 2016Q4 20161
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Synergy Asset Management, LLC 110.07%0.07%0.07%Q4 2021Q4 20211
PrairieView Partners, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Oxler Private Wealth LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Kowal Investment Group, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Atomi Financial Group, Inc. 110.13%0.13%0.13%Q3 2023Q3 20231
Ascent Group, LLC 110.19%0.19%0.19%Q2 2023Q2 20231
Arlington Financial Advisors, LLC 113.78%3.78%3.78%Q3 2023Q3 20231
TCG Advisory Services, LLC 110.07%0.07%0.07%Q4 2021Q4 20211
Advisor OS, LLC 110.03%0.03%0.03%Q2 2023Q2 20231
Carolina Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
CREATIVE FINANCIAL DESIGNS INC /ADV 110.01%0.01%0.01%Q1 2021Q1 20211
Envestnet Portfolio Solutions, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
BARCLAYS PLC 110.00%0.00%0.00%Q2 2021Q2 20211
TAP Consulting, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
B. Riley Wealth Advisors, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Values First Advisors, Inc. 110.03%0.03%0.03%Q1 2023Q1 20231
Winslow, Evans & Crocker, Inc. 110.01%0.01%0.01%Q4 2013Q4 20131
Cetera Advisors LLC 110.01%0.01%0.01%Q3 2023Q3 20231
TRUIST FINANCIAL CORP 110.00%0.00%0.00%Q4 2021Q4 20211
Aveo Capital Partners, LLC 110.46%0.46%0.46%Q3 2023Q3 20231
SOCIETE GENERALE 110.01%0.01%0.01%Q2 2016Q2 20161
WBI INVESTMENTS, LLC 110.12%0.12%0.12%Q4 2017Q4 20171
Strategic Blueprint, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
FinTrust Capital Advisors, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
AMERICAN NATIONAL BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Affiance Financial, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
MOTCO 110.01%0.01%0.01%Q3 2022Q3 20221
Hilltop Holdings Inc. 110.02%0.02%0.02%Q2 2023Q2 20231
VisionPoint Advisory Group, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
J.P. Morgan Private Wealth Advisors LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Outlook Wealth Advisors, LLC 110.16%0.16%0.16%Q3 2023Q3 20231
Meixler Investment Management, Ltd. 110.21%0.21%0.21%Q3 2023Q3 20231
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Voya Financial Advisors, Inc. 110.10%0.10%0.10%Q1 2021Q1 20211
PROVENCE WEALTH MANAGEMENT GROUP 110.01%0.01%0.01%Q3 2023Q3 20231
Confluence Wealth Services, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
AdvisorNet Financial, Inc 110.00%0.00%0.00%Q3 2023Q3 20231
BOURGEON CAPITAL MANAGEMENT LLC 110.09%0.09%0.09%Q3 2023Q3 20231
Verition Fund Management LLC 110.02%0.02%0.02%Q1 2017Q1 20171
Beaumont Capital Management, LLC 111.57%1.57%1.57%Q3 2023Q3 20231
Advisor Resource Council 110.07%0.07%0.07%Q2 2021Q2 20211
SIMON QUICK ADVISORS, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
Fiduciary Planning LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Flaharty Asset Management, LLC 110.21%0.21%0.21%Q3 2023Q3 20231
Stratos Wealth Advisors, LLC 110.03%0.03%0.03%Q1 2021Q1 20211
Hanlon Investment Management, Inc. 110.13%0.13%0.13%Q3 2023Q3 20231
Grove Bank & Trust 110.00%0.00%0.00%Q3 2023Q3 20231
Beaumont Financial Advisors, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Corient Private Wealth LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Ergawealth Advisors, Inc. 110.19%0.19%0.19%Q4 2022Q4 20221
Ignite Planners, LLC 110.16%0.16%0.16%Q3 2023Q3 20231
Beck Bode, LLC 110.18%0.18%0.18%Q2 2022Q2 20221
FWL INVESTMENT MANAGEMENT, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
Darwin Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
NBC SECURITIES, INC. 110.05%0.05%0.05%Q3 2023Q3 20231
Private Advisory Group LLC 110.06%0.06%0.06%Q1 2021Q1 20211
MJP ASSOCIATES INC /ADV 110.07%0.07%0.07%Q2 2023Q2 20231
Purus Wealth Management, LLC 110.13%0.13%0.13%Q4 2021Q4 20211
Simplicity Solutions, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Progressive Investment Management Corp 110.11%0.11%0.11%Q4 2015Q4 20151
PRUDENTIAL FINANCIAL INC 110.00%0.00%0.00%Q3 2023Q3 20231
Continuum Advisory, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
HHM Wealth Advisors, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Measured Wealth Private Client Group, LLC 110.01%0.01%0.01%Q3 2018Q3 20181
Advisors Preferred, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Arkadios Wealth Advisors 110.18%0.18%0.18%Q4 2021Q4 20211
Clearstead Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
ForthRight Wealth Management, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Hexagon Capital Partners LLC 110.02%0.02%0.02%Q3 2023Q3 20231
CAPTRUST FINANCIAL ADVISORS 110.00%0.00%0.00%Q4 2021Q4 20211
BROWN BROTHERS HARRIMAN & CO 110.00%0.00%0.00%Q3 2023Q3 20231
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.