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
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.01%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.01%0.03%Q2 2013Q3 202342
LPL Financial LLC 42420.01%0.02%0.04%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.01%Q2 2013Q3 202342
D.A. DAVIDSON & CO. 42420.01%0.02%0.08%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.01%0.02%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 4010.00%0.01%0.03%Q2 2013Q3 202341
SignalPoint Asset Management, LLC 41410.19%0.48%1.08%Q3 2013Q3 202341
RAYMOND JAMES & ASSOCIATES 30100.00%0.00%0.02%Q2 2013Q3 202340
CITIGROUP INC 40400.00%0.00%0.02%Q4 2013Q3 202340
Chicago Partners Investment Group LLC 36360.06%0.11%0.17%Q4 2014Q3 202336
UBS Group AG 36360.00%0.00%0.01%Q4 2014Q3 202336
HighTower Advisors, LLC 3240.00%0.01%0.01%Q3 2013Q3 202336
PNC FINANCIAL SERVICES GROUP, INC. 35350.00%0.00%0.00%Q1 2015Q3 202335
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 34340.10%0.40%0.73%Q2 2015Q3 202334
Janney Montgomery Scott LLC 2950.00%0.01%0.05%Q2 2014Q3 202334
Raymond James Financial Services Advisors, Inc. 33330.00%0.03%0.11%Q3 2015Q3 202333
STIFEL FINANCIAL CORP 3120.00%0.01%0.02%Q2 2015Q3 202333
Geneos Wealth Management Inc. 31310.00%0.01%0.02%Q1 2016Q3 202331
IFP Advisors, Inc 17140.00%0.03%0.12%Q4 2015Q3 202331
JANE STREET GROUP, LLC 1110.00%0.01%0.07%Q1 2014Q3 202331
Clearwater Capital Advisors, LLC 30300.03%0.38%0.98%Q2 2016Q3 202330
Baird Financial Group, Inc. 16120.00%0.01%0.03%Q4 2015Q1 202328
Cambridge Investment Research Advisors, Inc. 2510.01%0.02%0.05%Q2 2014Q3 202328
Frontier Wealth Management LLC 28280.00%0.08%0.18%Q2 2015Q1 202228
Steward Partners Investment Advisory, LLC 28280.01%0.06%0.36%Q4 2016Q3 202328
BENJAMIN F. EDWARDS & COMPANY, INC. 2510.00%0.06%0.28%Q2 2013Q3 202328
Citadel Advisors 810.00%0.00%0.01%Q3 2014Q3 202328
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.01%0.02%0.03%Q2 2013Q4 201927
SUSQUEHANNA INTERNATIONAL GROUP, LLP 810.00%0.00%0.00%Q2 2013Q3 202327
Migdal Insurance & Financial Holdings Ltd. 27270.00%0.03%0.18%Q1 2017Q3 202327
FIRST TRUST ADVISORS LP 25250.00%0.00%0.03%Q3 2017Q3 202325
RPg Family Wealth Advisory, LLC 1060.01%0.21%0.48%Q4 2016Q3 202325
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.01%0.01%Q4 2017Q3 202324
HL FINANCIAL SERVICES LLC 24240.08%0.13%0.18%Q2 2013Q1 201924
CITY HOLDING CO 24240.01%0.01%0.03%Q4 2017Q3 202324
FLOW TRADERS U.S. LLC 510.00%0.09%0.40%Q2 2013Q3 202323
AlphaMark Advisors, LLC 22220.00%0.00%0.01%Q2 2018Q3 202322
COMERICA SECURITIES INC 22220.05%0.20%0.54%Q3 2013Q4 201822
Snowden Capital Advisors LLC 1480.01%0.03%0.06%Q1 2018Q3 202322
Cetera Advisor Networks LLC 2020.01%0.02%0.04%Q4 2017Q3 202322
JPMORGAN CHASE & CO 1310.00%0.00%0.00%Q3 2016Q3 202321
CREATIVE FINANCIAL DESIGNS INC /ADV 1740.00%0.00%0.02%Q4 2016Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.01%0.05%0.10%Q3 2018Q3 202321
M&R CAPITAL MANAGEMENT INC 20200.00%0.00%0.00%Q1 2019Q4 202320
MML INVESTORS SERVICES, LLC 20200.00%0.06%0.33%Q3 2017Q2 202220
Rathbones Group PLC 20200.00%0.01%0.03%Q4 2018Q3 202320
American Portfolios Advisors 20200.00%0.02%0.09%Q4 2017Q3 202220
Cedar Brook Financial Partners, LLC 20200.13%0.52%1.26%Q4 2018Q3 202320
Clarus Wealth Advisors 19190.11%0.23%0.29%Q2 2018Q4 202219
CWM, LLC 1010.00%0.05%0.13%Q3 2015Q3 202319
Winslow, Evans & Crocker, Inc. 19190.01%0.07%0.17%Q4 2013Q2 201819
Sigma Planning Corp 1720.02%0.04%0.07%Q1 2018Q1 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Claro Advisors LLC 19190.10%0.25%0.45%Q1 2019Q3 202319
Financial Gravity Asset Management, Inc. 810.00%0.01%0.06%Q1 2018Q3 202318
Patriot Financial Group Insurance Agency, LLC 18180.00%0.00%0.00%Q1 2018Q2 202218
Cetera Investment Advisers 1260.02%0.06%0.10%Q4 2018Q3 202318
OLD MISSION CAPITAL LLC 720.01%0.15%0.88%Q4 2014Q3 202318
Commonwealth Equity Services, Inc 18180.00%0.01%0.01%Q2 2013Q3 201718
WINTRUST INVESTMENTS LLC 18180.18%0.42%0.68%Q4 2016Q1 202118
Private Advisor Group, LLC 1530.01%0.16%0.43%Q3 2018Q3 202318
AMERIPRISE FINANCIAL INC 1110.00%0.00%0.01%Q2 2013Q3 201818
Koshinski Asset Management, Inc. 1020.03%0.09%0.17%Q3 2017Q1 202217
Larson Financial Group LLC 17170.00%0.18%0.80%Q3 2019Q3 202317
PINNACLE ASSOCIATES LTD 17170.01%0.05%0.18%Q4 2018Q4 202217
Cornerstone Wealth Management, LLC 1310.06%0.13%0.26%Q3 2016Q2 202117
US BANCORP \DE\ 410.00%0.00%0.00%Q4 2013Q2 202217
Element Wealth, LLC 16160.17%0.27%0.41%Q4 2019Q3 202316
Jacobi Capital Management LLC 16160.00%0.03%0.07%Q4 2017Q3 202116
AE Wealth Management LLC 16160.00%0.01%0.01%Q4 2019Q3 202316
EPG Wealth Management LLC 16160.03%0.62%1.80%Q4 2019Q3 202316
Acorn Wealth Advisors, LLC 1150.14%0.33%0.48%Q4 2017Q3 202216
AVANTAX ADVISORY SERVICES, INC. 16160.02%0.04%0.09%Q4 2019Q3 202316
Regal Investment Advisors LLC 1310.00%0.10%0.31%Q1 2014Q4 201916
Global Retirement Partners, LLC 970.00%0.00%0.01%Q4 2017Q3 202316
OSAIC HOLDINGS, INC. 15150.01%0.01%0.02%Q1 2020Q3 202315
IFG Advisory, LLC 1230.02%0.06%0.16%Q4 2019Q3 202315
MCF Advisors LLC 15150.00%0.00%0.01%Q1 2017Q3 202015
WFG Advisors, LP 15150.00%0.05%0.17%Q4 2013Q2 201715
BENJAMIN EDWARDS INC 15150.02%0.05%0.11%Q1 2020Q3 202315
Advisor Group, Inc. 15150.00%0.02%0.06%Q2 2016Q4 201915
BB&T SECURITIES, LLC 1050.00%0.06%0.14%Q3 2013Q3 201915
GOLDMAN SACHS GROUP INC 710.00%0.00%0.00%Q2 2012Q2 202315
Burt Wealth Advisors 1140.00%0.02%0.03%Q4 2014Q3 201815
Simplicity Solutions, LLC 910.01%0.09%0.63%Q2 2017Q1 202114
Dynamic Advisor Solutions LLC 14140.01%0.06%0.11%Q2 2020Q3 202314
Creative Planning 810.00%0.00%0.01%Q1 2014Q4 202214
American Financial Advisors, LLC 950.04%0.96%3.28%Q1 2020Q3 202314
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 610.00%0.00%0.00%Q2 2014Q3 202314
Camelot Portfolios, LLC 14140.13%0.23%0.39%Q1 2018Q2 202114
Quad-Cities Investment Group, LLC 14140.07%0.23%0.40%Q2 2018Q3 202114
Aprio Wealth Management, LLC 1040.18%0.53%0.91%Q1 2020Q3 202314
COMERICA SECURITIES,INC. 1310.01%0.05%0.09%Q1 2019Q4 202214
StoneX Group Inc. 1130.08%0.13%0.25%Q2 2019Q3 202314
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.03%0.09%0.20%Q3 2020Q3 202313
B. Riley Wealth Advisors, Inc. 620.01%0.02%0.04%Q1 2018Q3 202313
Kingsview Wealth Management, LLC 760.02%0.08%0.17%Q2 2020Q3 202313
Kestra Advisory Services, LLC 13130.01%0.02%0.04%Q3 2020Q3 202313
Risk Paradigm Group, LLC 1010.52%0.98%2.49%Q1 2015Q4 201813
ACG Wealth 13130.03%0.15%0.32%Q1 2018Q1 202113
OPPENHEIMER & CO INC 1030.01%0.01%0.02%Q3 2017Q3 202313
MSI Financial Services Inc 12120.00%0.01%0.01%Q1 2014Q4 201612
First Allied Advisory Services, Inc. 12120.01%0.03%0.05%Q4 2017Q3 202012
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
Freedom Investment Management, Inc. 820.02%0.04%0.06%Q2 2015Q3 202112
First Horizon Advisors, Inc. 840.00%0.13%0.40%Q3 2013Q4 201812
NEXT Financial Group, Inc 610.00%0.02%0.05%Q2 2014Q4 202112
MTM Investment Management, LLC 12120.01%0.01%0.01%Q4 2020Q3 202312
TUCKER ASSET MANAGEMENT LLC 12120.00%0.01%0.01%Q4 2020Q3 202312
M&T BANK CORP 740.00%0.00%0.00%Q3 2014Q1 201811
PRIVATE TRUST CO NA 620.00%0.02%0.04%Q2 2019Q3 202311
IFC Holdings Incorporated/FL 610.02%0.15%0.42%Q2 2013Q3 201711
WEALTHSOURCE PARTNERS, LLC 11110.01%0.02%0.04%Q1 2021Q3 202311
Spire Wealth Management 11110.00%0.01%0.02%Q1 2021Q3 202311
MEITAV INVESTMENT HOUSE LTD 610.00%0.01%0.02%Q3 2018Q2 202311
FMR LLC 610.00%0.00%0.00%Q4 2018Q3 202311
Pinnacle Family Advisors, LLC 650.10%1.17%3.47%Q2 2017Q1 202211
Wealthcare Advisory Partners LLC 1010.01%0.02%0.06%Q4 2017Q1 202111
HAYS ADVISORY LLC 651.04%2.45%3.26%Q2 2013Q3 201811
WealthPLAN Partners, LLC 550.05%0.15%0.31%Q1 2021Q4 202310
Integrated Wealth Concepts LLC 10100.02%0.04%0.08%Q2 2021Q3 202310
Laurel Wealth Advisors, Inc. 10100.08%0.14%0.19%Q2 2017Q3 201910
Lloyd Advisory Services, LLC. 10100.00%0.00%0.01%Q4 2019Q1 202210
HARBOUR INVESTMENTS, INC. 640.01%0.02%0.04%Q1 2021Q3 202310
CHIRON CAPITAL MANAGEMENT, LLC 10100.20%0.40%0.56%Q3 2020Q4 202210
Bank of New York Mellon Corp 730.00%0.00%0.00%Q4 2020Q3 202310
LVZ, Inc. 910.07%0.17%0.25%Q2 2017Q1 202110
RFG Advisory, LLC 820.01%0.03%0.06%Q4 2019Q3 202310
NAVELLIER & ASSOCIATES INC 410.01%0.12%0.68%Q3 2012Q1 201810
GPS Wealth Strategies Group, LLC 730.00%0.00%0.00%Q1 2021Q3 202310
Mutual Advisors, LLC 810.01%0.05%0.06%Q4 2019Q1 20229
TRUIST FINANCIAL CORP 990.00%0.00%0.00%Q4 2019Q4 20219
IHT Wealth Management, LLC 540.01%0.03%0.07%Q1 2019Q4 20219
SUNTRUST BANKS INC 630.00%0.00%0.01%Q3 2015Q4 20179
ASSETMARK, INC 720.00%0.00%0.01%Q3 2013Q3 20239
Prospera Financial Services Inc 610.00%0.18%0.35%Q3 2013Q2 20229
Clearview Wealth Advisors LLC 990.00%0.01%0.02%Q4 2020Q4 20229
Rockefeller Capital Management L.P. 720.00%0.00%0.01%Q2 2020Q3 20239
FSB PREMIER WEALTH MANAGEMENT, INC. 320.05%0.18%0.37%Q4 2020Q3 20238
Capital Analysts, LLC 880.00%0.00%0.00%Q1 2018Q4 20198
Stonebridge Financial Planning Group, LLC 440.00%0.03%0.08%Q4 2019Q4 20218
First Heartland Consultants, Inc. 510.06%0.18%0.35%Q2 2013Q2 20188
Walkner Condon Financial Advisors LLC 880.17%0.23%0.35%Q4 2019Q3 20218
Savior LLC 620.00%0.01%0.02%Q1 2020Q3 20228
Braun-Bostich & Associates Inc. 530.01%0.01%0.02%Q2 2018Q2 20208
Andesa Financial Management Inc. 530.11%0.33%0.52%Q4 2019Q1 20228
Hochman Cole Investment Advisors, Inc. 530.12%0.23%0.31%Q4 2018Q3 20218
F-Squared Investment Management, LLC 884.62%6.38%8.09%Q3 2013Q2 20158
Keystone Financial Group 880.07%0.23%0.34%Q1 2018Q4 20198
Sowell Financial Services LLC 710.01%0.03%0.16%Q1 2019Q1 20218
Arkadios Wealth Advisors 880.01%0.10%0.29%Q4 2019Q3 20218
Crumly & Associates Inc. 880.42%1.42%5.78%Q4 2019Q3 20218
CREDIT SUISSE AG/ 510.00%0.00%0.00%Q4 2013Q4 20197
COZAD ASSET MANAGEMENT INC 770.04%0.13%0.16%Q4 2018Q2 20207
Tower Research Capital LLC (TRC) 210.00%0.00%0.00%Q4 2015Q2 20227
Tyler-Stone Wealth Management 520.01%0.01%0.01%Q4 2021Q3 20237
Gradient Investments LLC 770.00%0.00%0.00%Q4 2019Q2 20217
Visionary Asset Management, Inc. 610.05%0.08%0.10%Q2 2014Q3 20187
Atria Wealth Solutions, Inc. 770.01%0.01%0.03%Q1 2022Q3 20237
OneDigital Investment Advisors LLC 660.03%0.06%0.10%Q1 2019Q2 20206
Placemark Investments, Inc. 660.01%0.03%0.05%Q3 2013Q4 20146
Avior Wealth Management, LLC 330.00%0.01%0.02%Q1 2022Q3 20236
Wagner Wealth Management, LLC 420.00%0.01%0.01%Q1 2021Q3 20226
VSR Financial Services, Inc. 330.02%0.09%0.22%Q2 2014Q2 20166
UBS AG 660.01%0.01%0.01%Q2 2013Q3 20146
Capital Investment Advisory Services, LLC 660.02%0.05%0.07%Q4 2018Q1 20206
FLAGSTAR ADVISORS INC 420.06%0.08%0.10%Q3 2021Q1 20236
Cetera Advisors LLC 410.01%0.01%0.01%Q1 2019Q3 20235
SEI INVESTMENTS CO 310.00%0.00%0.00%Q2 2016Q2 20185
Coppell Advisory Solutions LLC 410.24%0.46%1.16%Q4 2020Q3 20235
Zurich Insurance Group Ltd/FI 550.00%0.00%0.01%Q2 2018Q2 20195
American Financial Network Advisory Services LLC 550.16%1.14%1.47%Q1 2018Q1 20195
BALDWIN BROTHERS LLC/MA 550.00%0.00%0.00%Q2 2018Q2 20195
DEUTSCHE BANK AG\ 550.00%0.00%0.00%Q2 2020Q2 20215
Pinnacle Wealth Management Advisory Group, LLC 550.82%1.06%1.38%Q4 2018Q4 20195
Legacy Private Trust Co. 550.04%0.27%0.51%Q3 2017Q3 20185
STEPHENS INC /AR/ 550.01%0.03%0.03%Q2 2013Q2 20145
Ameritas Investment Company, LLC 320.00%0.02%0.06%Q4 2018Q1 20205
MARINER INDEPENDENT ADVISOR NETWORK, LLC 410.02%0.06%0.14%Q1 2019Q2 20205
Fulcrum Equity Management 320.00%0.23%0.74%Q2 2019Q2 20215
MONEY CONCEPTS CAPITAL CORP 410.01%0.03%0.07%Q1 2021Q4 20225
Leelyn Smith, LLC 550.00%0.00%0.00%Q4 2021Q4 20225
SII INVESTMENTS INC/WI 310.02%0.13%0.29%Q2 2015Q3 20175
Formidable Asset Management, LLC 550.01%0.01%0.01%Q1 2015Q1 20165
Hilltop Holdings Inc. 550.26%0.43%0.54%Q4 2018Q4 20195
MANUFACTURERS LIFE INSURANCE COMPANY, THE 320.00%0.00%0.00%Q1 2016Q3 20185
NORTHWEST WEALTH MANAGEMENT, LLC 550.01%0.01%0.01%Q1 2018Q1 20195
Ausdal Financial Partners, Inc. 410.04%0.11%0.37%Q3 2020Q1 20225
Holloway Wealth Management, LLC 550.04%0.09%0.16%Q1 2021Q1 20225
PARAMETRIC PORTFOLIO ASSOCIATES LLC 550.00%0.00%0.00%Q2 2018Q2 20195
Stratos Wealth Partners, LTD. 410.01%0.01%0.01%Q4 2017Q4 20205
Qube Research & Technologies Ltd 310.00%0.04%0.06%Q4 2019Q3 20234
GIRARD SECURITIES, INC. 440.19%0.24%0.32%Q4 2016Q3 20174
Virtu Financial LLC 110.02%0.04%0.07%Q4 2018Q4 20224
CAPTRUST FINANCIAL ADVISORS 440.00%0.00%0.00%Q3 2021Q2 20224
Jaffetilchin Investment Partners, LLC 440.09%0.11%0.16%Q2 2016Q1 20174
Financial Enhancement Group LLC 440.00%0.00%0.00%Q4 2021Q3 20224
Johnson Financial Group, Inc. 440.00%0.00%0.00%Q1 2015Q4 20154
S.C. Financial Services, Inc. 310.33%0.39%0.42%Q4 2021Q4 20224
Transamerica Financial Advisors, Inc. 440.00%0.01%0.01%Q1 2015Q4 20154
Equitable Holdings, Inc. 220.01%0.01%0.01%Q4 2019Q3 20234
IAMS WEALTH MANAGEMENT, LLC 440.46%0.55%0.67%Q4 2022Q3 20234
CIBC Private Wealth Group, LLC 310.00%0.00%0.00%Q4 2017Q1 20194
Gladstone Institutional Advisory LLC 440.46%0.67%0.77%Q2 2019Q1 20204
COMERICA BANK 310.00%0.00%0.01%Q1 2020Q3 20234
BREITER CAPITAL MANAGEMENT INC 221.34%2.77%4.65%Q4 2017Q2 20194
NewEdge Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Premia Global Advisors, LLC 310.74%2.63%4.99%Q4 2017Q1 20194
1776 Wealth LLC 440.05%0.09%0.13%Q4 2019Q3 20204
Sebold Capital Management, Inc. 441.31%1.51%1.73%Q4 2022Q3 20234
Luken Investment Analytics, LLC 310.00%2.53%4.86%Q4 2020Q3 20234
BESSEMER GROUP INC 440.00%0.00%0.00%Q2 2018Q1 20194
True Link Financial Advisors, LLC 440.00%0.05%0.08%Q4 2021Q3 20224
Farther Finance Advisors, LLC 440.01%0.01%0.02%Q4 2022Q3 20234
Pine Valley Investments Ltd Liability Co 330.02%0.02%0.03%Q1 2023Q3 20233
Cape Investment Advisory, Inc. 330.01%0.01%0.01%Q1 2023Q3 20233
LEVEL FOUR ADVISORY SERVICES, LLC 210.04%0.20%0.32%Q1 2018Q1 20203
Advisory Services Network, LLC 210.00%0.00%0.00%Q4 2014Q1 20233
Eudaimonia Partners, LLC 210.00%0.01%0.01%Q4 2019Q1 20213
Wealth & Pension Services Group, Inc. 330.24%0.25%0.26%Q1 2019Q3 20193
Choice Wealth Advisors, LLC 330.19%0.51%0.99%Q4 2020Q2 20213
WealthPlan Investment Management, LLC 210.09%0.09%0.10%Q1 2022Q4 20223
PARK AVENUE SECURITIES LLC 330.00%0.01%0.01%Q1 2023Q3 20233
HM PAYSON & CO 330.00%0.00%0.00%Q2 2019Q4 20193
HARVEST GROUP WEALTH MANAGEMENT, LLC 330.00%0.00%0.00%Q1 2019Q3 20193
Walleye Capital LLC 330.00%0.00%0.00%Q4 2022Q2 20233
Gateway Wealth Partners, LLC 330.04%0.06%0.09%Q1 2023Q3 20233
Jane Street Holding, LLC 330.01%0.02%0.04%Q2 2013Q4 20133
Verition Fund Management LLC 210.01%0.01%0.02%Q2 2018Q2 20203
Golden State Wealth Management, LLC 330.02%0.02%0.03%Q1 2019Q3 20193
THRIVENT FINANCIAL FOR LUTHERANS 210.00%0.00%0.00%Q3 2014Q4 20193
Sunbelt Securities, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
Renaissance Technologies 210.00%0.00%0.00%Q1 2018Q2 20203
tru Independence LLC 210.00%0.07%0.15%Q4 2019Q4 20203
B. Riley Financial, Inc. 330.13%0.18%0.21%Q3 2017Q1 20183
MGO ONE SEVEN LLC 210.00%0.00%0.01%Q4 2017Q4 20183
BAIRD ROBERT W & CO INC /WI/ 210.01%0.02%0.02%Q4 2013Q3 20143
DAVENPORT & Co LLC 330.00%0.01%0.01%Q3 2017Q1 20183
THOMPSON DAVIS & CO., INC. 330.01%0.02%0.02%Q1 2018Q3 20183
SYNOVUS FINANCIAL CORP 330.00%0.01%0.02%Q4 2019Q2 20203
BlackRock Inc. 210.00%0.00%0.00%Q4 2018Q3 20203
Midwest Financial Group LLC 331.50%1.52%1.54%Q1 2023Q3 20233
Empirical Asset Management, LLC 330.36%0.49%0.58%Q2 2022Q4 20223
Shamrock Asset Management LLC 330.01%0.10%0.23%Q1 2014Q3 20143
OneAscent Financial Services LLC 330.10%0.12%0.16%Q1 2023Q3 20233
Elmwood Wealth Management, Inc. 220.00%0.00%0.00%Q4 2018Q1 20192
SIGNATUREFD, LLC 110.00%0.00%0.00%Q1 2018Q4 20202
Dunhill Financial, LLC 222.62%2.78%2.94%Q2 2023Q3 20232
Fieldpoint Private Securities, LLC 220.00%0.00%0.00%Q2 2019Q3 20192
Cyndeo Wealth Partners, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
Independent Portfolio Consultants, Inc. 110.00%0.02%0.04%Q2 2014Q2 20172
ABLE Financial Group, LLC 220.12%0.12%0.12%Q2 2023Q3 20232
WealthShield Partners, LLC 220.00%0.00%0.00%Q1 2021Q2 20212
Realta Investment Advisors 220.01%0.01%0.01%Q1 2019Q2 20192
Vanguard Capital Wealth Advisors 220.27%0.58%0.88%Q4 2018Q1 20192
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Orion Portfolio Solutions, LLC 220.00%0.00%0.01%Q2 2023Q3 20232
Ameritas Advisory Services, LLC 220.01%0.01%0.01%Q4 2022Q1 20232
Virtue Capital Management, LLC 220.11%0.11%0.12%Q3 2019Q4 20192
Curi Wealth Management, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
NewEdge Wealth, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
Coppell Advisory Solutions Corp. 220.25%0.30%0.35%Q4 2022Q1 20232
FIFTH THIRD BANCORP 220.00%0.00%0.00%Q1 2016Q2 20162
MAI Capital Management 220.00%0.00%0.00%Q4 2021Q1 20222
Royal Fund Management, LLC 220.00%0.00%0.00%Q3 2019Q4 20192
INVESTMENT CENTERS OF AMERICA INC 110.02%0.03%0.04%Q2 2015Q3 20172
Rehmann Capital Advisory Group 220.00%0.00%0.01%Q1 2019Q2 20192
Financial Gravity Companies, Inc. 110.01%0.01%0.02%Q1 2018Q4 20182
Covington Capital Management 220.01%0.01%0.01%Q2 2021Q3 20212
MANAGED ACCOUNT ADVISORS LLC 220.00%0.00%0.00%Q1 2015Q2 20152
SWS Partners 220.00%0.00%0.01%Q4 2017Q1 20182
MANCHESTER FINANCIAL INC 110.02%0.02%0.02%Q2 2019Q4 20192
ETFIDEA, LLC 220.15%0.15%0.15%Q4 2021Q1 20222
Concorde Asset Management, LLC 220.16%0.16%0.16%Q4 2020Q1 20212
1834 INVESTMENT ADVISORS CO 220.01%0.01%0.01%Q4 2017Q1 20182
VERUS CAPITAL PARTNERS, LLC 220.01%0.02%0.03%Q4 2019Q1 20202
Wealth Advisory Solutions, LLC 110.06%0.07%0.08%Q4 2019Q4 20202
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q2 2015Q2 20192
Bartlett & Co. LLC 220.00%0.00%0.00%Q4 2016Q1 20172
Brookstone Capital Management 220.00%0.00%0.00%Q2 2015Q3 20152
Plante Moran Financial Advisors, LLC 110.00%0.00%0.00%Q2 2019Q1 20222
Investors Financial Group, LLC 220.19%0.20%0.20%Q2 2020Q3 20202
SouthState Corp 220.00%0.00%0.00%Q1 2023Q2 20232
Colonial River Wealth Management, LLC 220.15%0.16%0.16%Q4 2021Q1 20222
TWO SIGMA SECURITIES, LLC 110.00%0.12%0.23%Q4 2014Q2 20192
Avestar Capital, LLC 220.03%0.03%0.03%Q3 2018Q4 20182
PRW Wealth Management LLC 220.01%0.01%0.02%Q4 2018Q1 20192
TRUSTCORE FINANCIAL SERVICES, LLC 220.00%0.00%0.00%Q4 2017Q1 20182
Jefferies Group LLC 220.01%0.02%0.03%Q4 2014Q1 20152
Stonebridge Capital Advisors LLC 110.00%0.00%0.00%Q2 2019Q2 20191
THOROUGHBRED FINANCIAL SERVICES, LLC 110.12%0.12%0.12%Q4 2018Q4 20181
HUNTINGTON NATIONAL BANK 110.00%0.00%0.00%Q1 2013Q1 20131
CENTAURUS FINANCIAL, INC. 110.00%0.00%0.00%Q2 2018Q2 20181
1900 WEALTH MANAGEMENT LLC 110.04%0.04%0.04%Q2 2021Q2 20211
MATTERN CAPITAL MANAGEMENT, LLC 110.75%0.75%0.75%Q4 2019Q4 20191
Strategic Blueprint, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Hayden Royal, LLC 110.55%0.55%0.55%Q4 2019Q4 20191
Advisor Resource Council 110.02%0.02%0.02%Q2 2021Q2 20211
Neuberger Berman Group LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Parallel Advisors, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Ground Swell Capital, LLC 110.03%0.03%0.03%Q3 2014Q3 20141
BB&T INVESTMENT SERVICES, INC. 110.00%0.00%0.00%Q4 2017Q4 20171
Truadvice, LLC 110.07%0.07%0.07%Q1 2021Q1 20211
1919 Investment Counsel, LLC 110.00%0.00%0.00%Q2 2014Q2 20141
Lenox Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Lindbrook Capital, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
B. Riley Wealth Management, Inc. 110.00%0.00%0.00%Q2 2015Q2 20151
Cambridge Advisors Inc. 110.07%0.07%0.07%Q4 2019Q4 20191
TRANSCEND CAPITAL ADVISORS, LLC 110.04%0.04%0.04%Q2 2021Q2 20211
Capital Advisors, Ltd. LLC 110.02%0.02%0.02%Q2 2019Q2 20191
Oxler Private Wealth LLC 110.02%0.02%0.02%Q3 2022Q3 20221
BANK OF MONTREAL /CAN/ 110.00%0.00%0.00%Q4 2022Q4 20221
Ruggie Capital Group 110.01%0.01%0.01%Q1 2019Q1 20191
Destiny Wealth Partners, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Private Advisory Group LLC 110.35%0.35%0.35%Q1 2017Q1 20171
BARCLAYS PLC 110.00%0.00%0.00%Q2 2021Q2 20211
WOODWARD DIVERSIFIED CAPITAL, LLC 110.14%0.14%0.14%Q4 2021Q4 20211
REUTER JAMES WEALTH MANAGEMENT, LLC 111.71%1.71%1.71%Q4 2021Q4 20211
Kowal Investment Group, LLC 110.02%0.02%0.02%Q3 2021Q3 20211
Paloma Partners Management Co 110.01%0.01%0.01%Q3 2018Q3 20181
Confluence Wealth Services, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
NBC SECURITIES, INC. 110.02%0.02%0.02%Q3 2023Q3 20231
Safeguard Investment Advisory Group, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Apeiron RIA LLC 110.07%0.07%0.07%Q2 2022Q2 20221
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.01%0.01%0.01%Q2 2018Q2 20181
Total Clarity Wealth Management, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
OLD MISSION CAPITAL, LLC 110.03%0.03%0.03%Q4 2016Q4 20161
Asset Dedication, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Valeo Financial Advisors, LLC 110.00%0.00%0.00%Q3 2017Q3 20171
Penserra Capital Management LLC 110.15%0.15%0.15%Q1 2018Q1 20181
Capital Asset Advisory Services LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Almanack Investment Partners, LLC. 110.18%0.18%0.18%Q1 2018Q1 20181
Nachman Norwood & Parrott, Inc 110.00%0.00%0.00%Q3 2020Q3 20201
FIRST MANHATTAN CO. LLC. 110.00%0.00%0.00%Q3 2022Q3 20221
Private Ocean, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Bluefin Trading, LLC 110.12%0.12%0.12%Q2 2013Q2 20131
MILLENNIUM MANAGEMENT LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Beaumont Financial Partners, LLC 110.02%0.02%0.02%Q2 2013Q2 20131
Waterloo Capital, L.P. 110.10%0.10%0.10%Q3 2023Q3 20231
Anfield Capital Management, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Independent Advisor Alliance 110.01%0.01%0.01%Q4 2019Q4 20191
Virtu KCG Holdings LLC 110.02%0.02%0.02%Q4 2016Q4 20161
HHM Wealth Advisors, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
RVW Wealth, LLC 110.04%0.04%0.04%Q2 2022Q2 20221
Kore Private Wealth LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Envestnet Portfolio Solutions, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Strategic Capital Alternatives LLC 110.01%0.01%0.01%Q3 2014Q3 20141
FIRST HORIZON CORP 110.01%0.01%0.01%Q3 2020Q3 20201
Heritage Trust Co 110.00%0.00%0.00%Q4 2017Q4 20171
CENTRAL TRUST Co 110.00%0.00%0.00%Q1 2015Q1 20151
Whitnell & Co. 110.01%0.01%0.01%Q4 2017Q4 20171
Stephens Consulting, LLC 110.05%0.05%0.05%Q4 2021Q4 20211
SG Americas Securities, LLC 110.01%0.01%0.01%Q2 2013Q2 20131
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.