FIRST TR EXCH TRD ALPHA FD I shareholder history

Current and past FIRST TR EXCH TRD ALPHA FD I shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
MORGAN STANLEY 45450.00%0.01%0.02%Q2 2013Q2 202445
SignalPoint Asset Management, LLC 44440.20%0.42%1.01%Q3 2013Q2 202444
WELLS FARGO & COMPANY/MN 43430.00%0.00%0.00%Q2 2013Q4 202343
ROYAL BANK OF CANADA 42420.00%0.00%0.00%Q4 2013Q1 202442
UBS Group AG 39390.00%0.00%0.01%Q4 2014Q2 202439
LPL Financial LLC 3020.00%0.00%0.01%Q1 2014Q2 202438
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1920.00%0.00%0.00%Q2 2013Q4 202337
JANE STREET GROUP, LLC 1840.00%0.00%0.03%Q1 2014Q2 202437
IFP Advisors, Inc 1480.00%0.02%0.12%Q4 2015Q2 202432
BANK OF AMERICA CORP /DE/ 31310.00%0.00%0.00%Q2 2013Q4 202031
CITIGROUP INC 2620.00%0.00%0.00%Q1 2014Q2 202128
Citadel Advisors 1210.00%0.00%0.00%Q2 2015Q2 202428
ENVESTNET ASSET MANAGEMENT INC 2250.00%0.00%0.02%Q4 2013Q2 202427
D.A. DAVIDSON & CO. 2140.00%0.01%0.04%Q2 2017Q2 202425
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 24240.00%0.01%0.04%Q3 2018Q2 202424
BENJAMIN F. EDWARDS & COMPANY, INC. 13110.00%0.04%0.14%Q3 2016Q2 202424
Rathbones Group PLC 23230.01%0.01%0.02%Q4 2018Q2 202423
RPg Family Wealth Advisory, LLC 920.01%0.19%0.31%Q4 2016Q1 202421
RAYMOND JAMES & ASSOCIATES 860.00%0.00%0.00%Q2 2015Q2 202420
OLD MISSION CAPITAL LLC 730.00%0.03%0.06%Q1 2016Q1 202420
Financial Gravity Asset Management, Inc. 810.00%0.01%0.05%Q1 2018Q4 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
HighTower Advisors, LLC 1270.00%0.01%0.03%Q1 2017Q2 202419
Cambridge Investment Research Advisors, Inc. 850.00%0.01%0.01%Q1 2014Q2 202419
OSAIC HOLDINGS, INC. 18180.00%0.00%0.01%Q1 2020Q2 202418
LADENBURG THALMANN FINANCIAL SERVICES INC. 1350.00%0.00%0.01%Q1 2015Q4 201918
Janney Montgomery Scott LLC 1010.00%0.01%0.02%Q1 2016Q2 202417
Raymond James Financial Services Advisors, Inc. 1340.00%0.01%0.02%Q2 2017Q2 202417
Retirement Group, LLC 910.00%0.00%0.00%Q4 2019Q1 202416
Advisor Group, Inc. 15150.00%0.01%0.01%Q2 2016Q4 201915
FLOW TRADERS U.S. LLC 510.01%0.06%0.23%Q4 2015Q3 202315
FIFTH THIRD BANCORP 14140.00%0.00%0.00%Q4 2017Q1 202114
AlphaMark Advisors, LLC 14140.01%0.01%0.01%Q4 2016Q1 202014
Risk Paradigm Group, LLC 1020.55%1.16%2.42%Q1 2015Q4 201814
HARBOUR INVESTMENTS, INC. 940.00%0.00%0.01%Q1 2021Q2 202413
First Allied Advisory Services, Inc. 1020.01%0.03%0.06%Q2 2016Q3 201912
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
Tower Research Capital LLC (TRC) 510.00%0.00%0.00%Q4 2014Q2 202412
WINTRUST INVESTMENTS LLC 1110.02%0.29%0.43%Q2 2016Q2 201912
Transamerica Financial Advisors, Inc. 740.00%0.11%0.28%Q1 2015Q2 202411
COMMONWEALTH EQUITY SERVICES, LLC 830.00%0.00%0.00%Q4 2017Q2 202411
SG Americas Securities, LLC 11110.00%0.01%0.02%Q3 2014Q1 201711
US BANCORP \DE\ 510.00%0.00%0.00%Q4 2013Q2 202411
MANUFACTURERS LIFE INSURANCE COMPANY, THE 520.00%0.00%0.00%Q1 2017Q1 202011
Snowden Capital Advisors LLC 640.02%0.07%0.10%Q1 2018Q2 202410
Creative Planning 810.00%0.00%0.01%Q1 2014Q1 201810
Institute for Wealth Management, LLC. 820.26%2.24%3.34%Q1 2014Q3 201710
NEXT Financial Group, Inc 410.00%0.00%0.00%Q2 2014Q1 20209
FIRST TRUST ADVISORS LP 720.04%0.11%0.31%Q1 2016Q2 20249
First Horizon Advisors, Inc. 810.00%0.08%0.33%Q4 2013Q4 20169
Rockefeller Capital Management L.P. 990.00%0.00%0.00%Q4 2020Q4 20229
Larson Financial Group LLC 990.00%0.00%0.00%Q4 2021Q4 20239
Global Retirement Partners, LLC 540.00%0.01%0.01%Q2 2017Q2 20249
PNC FINANCIAL SERVICES GROUP, INC. 710.00%0.00%0.00%Q2 2015Q4 20188
Freedom Investment Management, Inc. 880.04%0.04%0.05%Q1 2019Q4 20208
Cetera Advisor Networks LLC 410.00%0.01%0.02%Q3 2018Q4 20238
STIFEL FINANCIAL CORP 420.00%0.00%0.00%Q1 2015Q2 20248
Cetera Investment Advisers 410.01%0.02%0.04%Q3 2018Q1 20247
MSI Financial Services Inc 770.00%0.00%0.01%Q2 2015Q4 20167
Arkadios Wealth Advisors 330.00%0.01%0.01%Q4 2019Q3 20216
StoneX Group Inc. 510.09%0.22%0.32%Q2 2018Q4 20196
Avestar Capital, LLC 660.06%0.22%0.88%Q1 2018Q2 20196
Quad-Cities Investment Group, LLC 660.01%0.02%0.03%Q2 2018Q3 20196
Coppell Advisory Solutions LLC 310.02%0.25%0.52%Q4 2020Q2 20246
Congress Wealth Management LLC / DE / 660.48%0.66%0.80%Q1 2023Q2 20246
Jefferies Group LLC 510.00%0.12%0.64%Q3 2013Q1 20156
Kovack Advisors, Inc. 660.07%0.09%0.11%Q1 2017Q2 20186
WFG Advisors, LP 550.01%0.01%0.02%Q2 2016Q2 20175
Kestra Advisory Services, LLC 550.00%0.00%0.00%Q2 2023Q2 20245
NewEdge Wealth, LLC 550.01%0.02%0.02%Q2 2023Q2 20245
IAMS WEALTH MANAGEMENT, LLC 550.26%0.38%0.45%Q2 2023Q2 20245
Orion Portfolio Solutions, LLC 550.00%0.01%0.01%Q2 2023Q2 20245
Atria Wealth Solutions, Inc. 550.01%0.01%0.01%Q2 2023Q2 20245
Gupta Wealth Management LLC 550.00%0.00%0.01%Q1 2015Q1 20165
LAZARD ASSET MANAGEMENT LLC 550.00%0.00%0.00%Q2 2017Q2 20185
TUCKER ASSET MANAGEMENT LLC 550.00%0.00%0.01%Q2 2023Q2 20245
AMERIPRISE FINANCIAL INC 310.00%0.00%0.00%Q4 2013Q3 20175
BENJAMIN EDWARDS INC 550.01%0.01%0.01%Q2 2023Q2 20245
VisionPoint Advisory Group, LLC 550.07%0.10%0.12%Q1 2019Q1 20205
OneAscent Financial Services LLC 550.05%0.08%0.13%Q2 2023Q2 20245
FMR LLC 110.00%0.00%0.00%Q3 2019Q2 20245
ASSETMARK, INC 550.00%0.01%0.01%Q2 2023Q2 20245
Bank of New York Mellon Corp 550.00%0.00%0.00%Q2 2023Q2 20245
Gateway Wealth Partners, LLC 550.06%0.17%0.25%Q2 2023Q2 20245
AE Wealth Management LLC 550.01%0.01%0.01%Q2 2023Q2 20245
F-Squared Investment Management, LLC 212.10%3.03%4.06%Q3 2013Q2 20155
1776 Wealth LLC 440.02%0.02%0.03%Q4 2019Q3 20204
BANK OF MONTREAL /CAN/ 440.00%0.00%0.00%Q1 2014Q4 20144
Realta Investment Advisors 440.00%0.00%0.00%Q1 2019Q4 20194
Winslow, Evans & Crocker, Inc. 310.00%0.01%0.02%Q4 2013Q1 20154
COMERICA BANK 440.00%0.00%0.00%Q3 2023Q2 20244
Capital Investment Advisory Services, LLC 440.00%0.00%0.00%Q4 2018Q3 20194
Mariner, LLC 440.00%0.00%0.00%Q3 2023Q2 20244
Prospera Financial Services Inc 210.03%0.09%0.13%Q2 2013Q2 20244
AVANTAX ADVISORY SERVICES, INC. 440.01%0.01%0.01%Q3 2023Q2 20244
American Institute for Advanced Investment Management, LLP 440.81%0.91%1.07%Q3 2023Q2 20244
Premia Global Advisors, LLC 442.26%3.23%4.14%Q2 2018Q1 20194
PARK AVENUE SECURITIES LLC 440.01%0.01%0.01%Q3 2023Q2 20244
Holistic Financial Partners 441.30%1.46%1.62%Q3 2023Q2 20244
NAVELLIER & ASSOCIATES INC 440.02%0.09%0.28%Q4 2012Q3 20134
Johnson Financial Group, Inc. 440.00%0.00%0.00%Q1 2015Q4 20154
GOLDMAN SACHS GROUP INC 440.00%0.00%0.00%Q1 2015Q4 20154
Spire Wealth Management 220.00%0.00%0.00%Q1 2021Q4 20234
Clarus Wealth Advisors 440.04%0.06%0.09%Q2 2018Q1 20194
TSFG, LLC 440.02%0.05%0.14%Q3 2023Q2 20244
NBC SECURITIES, INC. 440.00%0.00%0.01%Q3 2023Q2 20244
Wealthcare Advisory Partners LLC 440.00%0.00%0.01%Q2 2019Q1 20204
Stratos Wealth Partners, LTD. 210.00%0.00%0.01%Q4 2017Q1 20244
Hilltop Holdings Inc. 440.02%0.05%0.08%Q3 2023Q2 20244
Good Life Advisors, LLC 440.26%0.48%0.60%Q3 2023Q2 20244
Shamrock Asset Management LLC 220.00%0.77%1.61%Q1 2014Q2 20154
Envestnet Portfolio Solutions, Inc. 440.00%0.00%0.00%Q3 2023Q2 20244
IHT Wealth Management, LLC 330.03%0.05%0.05%Q4 2018Q2 20193
Placemark Investments, Inc. 330.01%0.01%0.02%Q4 2013Q2 20143
JPMORGAN CHASE & CO 330.00%0.00%0.00%Q4 2020Q2 20213
Accuvest Global Advisors 330.24%0.45%0.68%Q2 2013Q4 20133
Simplicity Solutions, LLC 210.02%0.02%0.04%Q3 2018Q3 20193
TRUIST FINANCIAL CORP 330.00%0.00%0.00%Q3 2023Q1 20243
PRINCIPAL SECURITIES, INC. 330.00%0.00%0.00%Q4 2023Q2 20243
Csenge Advisory Group 330.04%0.06%0.07%Q4 2023Q2 20243
MGO ONE SEVEN LLC 210.01%0.01%0.01%Q4 2017Q4 20183
Financial Advocates Investment Management 330.01%0.04%0.05%Q1 2018Q3 20183
Ameritas Investment Company, LLC 110.00%0.02%0.05%Q4 2018Q1 20203
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
RELIANCE TRUST CO OF DELAWARE 330.06%0.12%0.17%Q3 2018Q1 20193
UBS AG 330.00%0.00%0.00%Q1 2014Q3 20143
IFC Holdings Incorporated/FL 330.02%0.09%0.13%Q2 2017Q4 20173
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 330.01%0.01%0.01%Q4 2023Q2 20243
HAYS ADVISORY LLC 211.12%1.23%1.35%Q4 2013Q2 20153
MML INVESTORS SERVICES, LLC 330.00%0.00%0.00%Q4 2023Q2 20243
Integrated Wealth Concepts LLC 220.03%0.03%0.03%Q3 2021Q4 20212
Commonwealth Equity Services, Inc 220.00%0.00%0.00%Q2 2017Q3 20172
B. Riley Wealth Management, Inc. 220.01%0.01%0.01%Q1 2015Q2 20152
VERUS CAPITAL PARTNERS, LLC 220.01%0.03%0.05%Q4 2019Q1 20202
Clal Insurance Enterprises Holdings Ltd 220.00%0.00%0.00%Q4 2014Q1 20152
FSB PREMIER WEALTH MANAGEMENT, INC. 110.00%0.05%0.10%Q4 2021Q1 20242
PROVENCE WEALTH MANAGEMENT GROUP 220.05%0.05%0.06%Q3 2023Q4 20232
ATWOOD & PALMER INC 220.00%0.00%0.00%Q1 2016Q2 20162
Geneos Wealth Management Inc. 220.00%0.00%0.00%Q1 2016Q2 20162
Guild Investment Management, Inc. 222.46%2.51%2.57%Q4 2023Q1 20242
STEPHENS INC /AR/ 110.01%0.01%0.01%Q4 2013Q1 20152
GeoWealth Management, LLC 220.01%0.01%0.01%Q1 2024Q2 20242
Independent Portfolio Consultants, Inc. 220.00%0.00%0.00%Q1 2015Q2 20152
ABLE Financial Group, LLC 110.09%0.09%0.10%Q3 2023Q1 20242
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Patriot Financial Group Insurance Agency, LLC 220.04%0.04%0.04%Q1 2024Q2 20242
Coppell Advisory Solutions Corp. 110.02%0.22%0.41%Q4 2022Q1 20242
Financial Gravity Companies, Inc. 110.01%0.01%0.01%Q1 2018Q4 20182
American Portfolios Advisors 220.00%0.02%0.03%Q1 2019Q2 20192
MANAGED ACCOUNT ADVISORS LLC 220.00%0.00%0.00%Q1 2015Q2 20152
Arden Trust Co 220.06%0.07%0.08%Q2 2019Q3 20192
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q2 2015Q2 20192
BREITER CAPITAL MANAGEMENT INC 111.08%1.09%1.10%Q1 2018Q1 20192
Visionary Asset Management, Inc. 220.09%0.09%0.09%Q1 2015Q2 20152
B. Riley Wealth Advisors, Inc. 110.00%0.01%0.01%Q2 2014Q4 20142
OLD MISSION CAPITAL, LLC 110.04%0.06%0.07%Q4 2016Q4 20202
Foundations Investment Advisors, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Grey Fox Wealth Advisors, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Regal Investment Advisors LLC 110.00%0.00%0.00%Q1 2015Q1 20151
Edge Advisors, LLC 110.00%0.00%0.00%Q2 2017Q2 20171
Jane Street Holding, LLC 110.01%0.01%0.01%Q4 2013Q4 20131
GREAT VALLEY ADVISOR GROUP, INC. 110.01%0.01%0.01%Q2 2024Q2 20241
SIGNATUREFD, LLC 110.01%0.01%0.01%Q3 2014Q3 20141
BB&T INVESTMENT SERVICES, INC. 110.00%0.00%0.00%Q4 2017Q4 20171
Brookstone Capital Management 110.00%0.00%0.00%Q2 2015Q2 20151
SOCIETE GENERALE 110.00%0.00%0.00%Q2 2016Q2 20161
Wagner Wealth Management, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
IFG Advisory, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
PSI Advisors, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Cornerstone Wealth Management, LLC 110.01%0.01%0.01%Q2 2018Q2 20181
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Mowery & Schoenfeld Wealth Management, LLC 110.10%0.10%0.10%Q2 2024Q2 20241
Avior Wealth Management, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Ground Swell Capital, LLC 110.00%0.00%0.00%Q2 2014Q2 20141
Sigma Planning Corp 110.02%0.02%0.02%Q2 2019Q2 20191
RFG Advisory, LLC 110.06%0.06%0.06%Q1 2019Q1 20191
CENTAURUS FINANCIAL, INC. 110.00%0.00%0.00%Q2 2018Q2 20181
UNITED CAPITAL FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q4 2014Q4 20141
Sandy Spring Bank 110.00%0.00%0.00%Q2 2024Q2 20241
Cetera Advisors LLC 110.01%0.01%0.01%Q1 2019Q1 20191
Atria Investments, Inc 110.01%0.01%0.01%Q2 2024Q2 20241
Ausdal Financial Partners, Inc. 110.00%0.00%0.00%Q4 2015Q4 20151
Safeguard Investment Advisory Group, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Wealth Quarterback LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Advisory Services Network, LLC 110.00%0.00%0.00%Q4 2023Q4 20231
PRIVATE TRUST CO NA 110.00%0.00%0.00%Q1 2024Q1 20241
Kalos Management, Inc. 110.00%0.00%0.00%Q4 2015Q4 20151
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
External links

This page lists all the filers that currently own FIRST TR EXCH TRD ALPHA FD I or have owned FIRST TR EXCH TRD ALPHA FD I in the past.