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
RAYMOND JAMES & ASSOCIATES 42420.00%0.00%0.02%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.00%0.01%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.00%Q2 2013Q3 202342
SUSQUEHANNA INTERNATIONAL GROUP, LLP 2210.00%0.00%0.00%Q2 2013Q3 202338
WELLS FARGO & COMPANY/MN 36360.00%0.00%0.01%Q4 2014Q3 202336
JANE STREET GROUP, LLC 2310.00%0.00%0.04%Q1 2014Q3 202334
UBS Group AG 2380.00%0.00%0.00%Q4 2014Q4 202231
BANK OF AMERICA CORP /DE/ 31310.00%0.00%0.00%Q2 2013Q4 202031
FIRST TRUST ADVISORS LP 30300.02%0.22%0.46%Q3 2014Q4 202130
Winslow, Evans & Crocker, Inc. 29290.00%0.05%0.21%Q4 2013Q4 202029
CITIGROUP INC 2810.00%0.00%0.00%Q2 2014Q4 202129
LPL Financial LLC 810.00%0.00%0.01%Q2 2013Q3 202127
Citadel Advisors 610.00%0.00%0.00%Q3 2015Q3 202324
IFP Advisors, Inc 1110.00%0.00%0.00%Q4 2015Q4 202224
Transamerica Financial Advisors, Inc. 1610.00%0.08%0.17%Q2 2015Q3 202323
AlphaMark Advisors, LLC 12110.00%0.01%0.03%Q1 2017Q2 202323
BENJAMIN F. EDWARDS & COMPANY, INC. 1940.00%0.13%0.28%Q2 2015Q3 202223
OLD MISSION CAPITAL LLC 1020.01%0.05%0.18%Q4 2014Q3 202323
StrategIQ Financial Group, LLC 21210.03%0.17%0.54%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
JPMORGAN CHASE & CO 1460.00%0.00%0.00%Q3 2013Q2 201920
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Janney Montgomery Scott LLC 1260.01%0.01%0.02%Q4 2014Q2 201918
Virtu KCG Holdings LLC 15150.00%0.02%0.05%Q4 2013Q2 201715
PNC FINANCIAL SERVICES GROUP, INC. 15150.00%0.00%0.00%Q2 2015Q4 201815
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
Raymond James Financial Services Advisors, Inc. 1220.00%0.00%0.01%Q1 2017Q3 202114
StoneX Group Inc. 710.03%0.13%0.24%Q4 2017Q4 202114
Advisor Group, Inc. 1040.00%0.00%0.00%Q2 2016Q4 201914
AMERIPRISE FINANCIAL INC 720.00%0.00%0.00%Q2 2013Q1 201713
Tower Research Capital LLC (TRC) 510.00%0.00%0.00%Q2 2013Q1 202313
Migdal Insurance & Financial Holdings Ltd. 13130.00%0.03%0.06%Q3 2018Q3 202113
MSI Financial Services Inc 13130.00%0.00%0.00%Q4 2013Q4 201613
LADENBURG THALMANN FINANCIAL SERVICES INC. 12120.00%0.00%0.00%Q1 2017Q4 201912
MTM Investment Management, LLC 12120.02%0.04%0.08%Q4 2020Q3 202312
ATWOOD & PALMER INC 11110.00%1.13%2.46%Q2 2014Q4 201611
STIFEL FINANCIAL CORP 430.00%0.00%0.01%Q1 2014Q1 202211
LifePlan Financial Group, Inc 1010.01%0.14%1.29%Q2 2015Q2 202011
WFG Advisors, LP 10100.00%0.00%0.02%Q1 2015Q2 201710
AMERICAN INTERNATIONAL GROUP, INC. 10100.00%0.00%0.00%Q4 2013Q1 201610
FOUNDERS FINANCIAL SECURITIES LLC 510.06%0.11%0.14%Q1 2017Q1 202110
HL FINANCIAL SERVICES LLC 990.01%0.01%0.01%Q1 2017Q1 20199
Baird Financial Group, Inc. 990.00%0.00%0.00%Q2 2019Q2 20219
WealthTrust Fairport, LLC 990.02%0.04%0.08%Q1 2017Q1 20199
Horizon Investments, LLC 510.01%0.02%0.02%Q1 2017Q1 20219
COTTONWOOD CAPITAL ADVISORS, LLC 880.63%0.84%1.25%Q4 2021Q3 20238
Advisory Services Network, LLC 880.00%0.03%0.12%Q4 2017Q3 20198
MEITAV INVESTMENT HOUSE LTD 880.04%0.06%0.08%Q4 2021Q3 20238
Wealthspire Advisors, L.P. 880.01%0.03%0.07%Q1 2017Q4 20188
Cribstone Capital Management, LLC 770.00%0.00%0.00%Q2 2016Q4 20177
Keel Point, LLC 660.09%0.71%1.80%Q1 2015Q2 20166
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
Quad-Cities Investment Group, LLC 550.01%0.02%0.03%Q2 2018Q2 20195
CREDIT SUISSE AG/ 210.00%0.00%0.00%Q1 2015Q3 20225
HighTower Advisors, LLC 320.00%0.00%0.01%Q2 2019Q4 20215
Darwin Wealth Management, LLC 440.38%0.60%0.91%Q1 2017Q4 20174
BB&T SECURITIES, LLC 440.00%0.01%0.01%Q2 2015Q1 20164
CreativeOne Wealth, LLC 310.01%0.08%0.23%Q2 2021Q2 20234
Accuvest Global Advisors 440.08%0.25%0.42%Q2 2013Q1 20144
DEUTSCHE BANK AG\ 310.00%0.00%0.00%Q2 2014Q2 20194
Itau Unibanco Holding S.A. 440.01%0.04%0.08%Q3 2016Q2 20174
FLOW TRADERS U.S. LLC 330.03%0.03%0.04%Q3 2016Q1 20173
B. Riley Wealth Management, Inc. 210.00%0.01%0.02%Q1 2014Q2 20153
Snowden Capital Advisors LLC 210.00%0.00%0.00%Q3 2019Q4 20213
Treasure Coast Financial Planning 330.22%1.29%1.90%Q4 2021Q2 20223
Arkadios Wealth Advisors 330.00%0.00%0.00%Q4 2019Q2 20203
Legacy Private Trust Co. 330.09%0.12%0.18%Q2 2013Q4 20133
Coppell Advisory Solutions LLC 210.00%0.01%0.01%Q4 2022Q3 20233
BANK OF MONTREAL /CAN/ 210.00%0.00%0.00%Q1 2019Q3 20233
SG Americas Securities, LLC 110.00%0.01%0.02%Q4 2015Q2 20173
Stratos Wealth Partners, LTD. 210.00%0.00%0.00%Q4 2017Q3 20183
Truepoint, Inc. 330.01%0.02%0.02%Q1 2022Q3 20223
GOLDMAN SACHS GROUP INC 210.00%0.00%0.00%Q1 2012Q2 20173
Prospera Financial Services Inc 110.00%0.01%0.03%Q1 2018Q1 20223
Ameliora Wealth Management Ltd. 330.30%0.42%0.51%Q4 2021Q2 20223
Virtu Financial LLC 110.03%0.04%0.04%Q3 2017Q2 20182
SIMPLEX TRADING, LLC 220.00%0.00%0.00%Q3 2022Q4 20222
HAYS ADVISORY LLC 221.12%1.15%1.19%Q4 2013Q1 20142
SECURITY NATIONAL TRUST CO 220.02%0.02%0.02%Q4 2019Q1 20202
Creative Planning 110.00%0.00%0.00%Q2 2014Q4 20222
Claraphi Advisory Network, LLC 110.01%0.04%0.06%Q3 2019Q1 20202
First Allied Advisory Services, Inc. 110.00%0.00%0.00%Q4 2017Q3 20192
First Horizon Advisors, Inc. 220.09%0.10%0.10%Q4 2013Q1 20142
BAIRD ROBERT W & CO INC /WI/ 220.01%0.01%0.01%Q2 2014Q3 20142
Jane Street Holding, LLC 220.01%0.01%0.02%Q3 2013Q4 20132
STEPHENS INC /AR/ 220.01%0.02%0.02%Q4 2013Q1 20142
NEXT Financial Group, Inc 110.00%0.00%0.00%Q2 2019Q2 20191
Wealthcare Advisory Partners LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Wealth Quarterback LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Brinker Capital Investments, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
B. Riley Wealth Advisors, Inc. 110.01%0.01%0.01%Q2 2014Q2 20141
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 110.00%0.00%0.00%Q3 2015Q3 20151
NIEMANN CAPITAL MANAGEMENT INC 112.09%2.09%2.09%Q4 2017Q4 20171
Global Retirement Partners, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Ground Swell Capital, LLC 110.04%0.04%0.04%Q2 2014Q2 20141
Alpine Group USVI, LLC 110.12%0.12%0.12%Q2 2017Q2 20171
Coppell Advisory Solutions Corp. 110.01%0.01%0.01%Q4 2022Q4 20221
UNITED CAPITAL FINANCIAL ADVISORS, LLC 110.03%0.03%0.03%Q4 2017Q4 20171
Foundations Investment Advisors, LLC 110.13%0.13%0.13%Q3 2023Q3 20231
Wagner Wealth Management, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
WBI INVESTMENTS, LLC 110.08%0.08%0.08%Q2 2017Q2 20171
Harbour Capital Advisors, LLC 110.00%0.00%0.00%Q1 2017Q1 20171
Rockefeller Capital Management L.P. 110.00%0.00%0.00%Q4 2021Q4 20211
Gradient Investments LLC 110.00%0.00%0.00%Q2 2014Q2 20141
Alpine Global Management, LLC 110.12%0.12%0.12%Q2 2017Q2 20171
ENVESTNET ASSET MANAGEMENT INC 110.00%0.00%0.00%Q4 2013Q4 20131
MUFG Americas Holdings Corp 110.00%0.00%0.00%Q3 2015Q3 20151
US BANCORP \DE\ 110.00%0.00%0.00%Q2 2018Q2 20181
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.