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 42420.00%0.00%0.01%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 37370.00%0.00%0.01%Q3 2014Q3 202337
BANK OF AMERICA CORP /DE/ 3150.00%0.00%0.00%Q2 2013Q4 202236
ROYAL BANK OF CANADA 2210.00%0.00%0.00%Q2 2013Q3 202335
JANE STREET GROUP, LLC 1810.00%0.00%0.02%Q1 2014Q3 202334
UBS Group AG 2740.00%0.00%0.00%Q4 2014Q1 202331
SUSQUEHANNA INTERNATIONAL GROUP, LLP 710.00%0.00%0.01%Q2 2013Q4 202227
Citadel Advisors 1030.00%0.00%0.00%Q2 2015Q3 202327
RAYMOND JAMES & ASSOCIATES 1430.00%0.00%0.01%Q2 2013Q2 202224
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
OLD MISSION CAPITAL LLC 710.01%0.04%0.13%Q4 2014Q3 202320
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
ACG Wealth 19190.04%1.03%1.67%Q1 2014Q3 201819
BENJAMIN F. EDWARDS & COMPANY, INC. 1210.00%0.06%0.12%Q2 2015Q3 202319
IFP Advisors, Inc 1010.00%0.00%0.01%Q4 2015Q4 202215
LPL Financial LLC 620.00%0.00%0.01%Q2 2013Q4 202114
JPMORGAN CHASE & CO 14140.00%0.00%0.00%Q3 2013Q4 201614
PNC FINANCIAL SERVICES GROUP, INC. 13130.00%0.00%0.00%Q2 2015Q2 201813
HighTower Advisors, LLC 940.00%0.03%0.06%Q1 2016Q2 202213
FIRST TRUST ADVISORS LP 840.02%0.18%0.49%Q3 2014Q2 202212
Virtu KCG Holdings LLC 810.01%0.02%0.06%Q3 2013Q2 201711
MSI Financial Services Inc 1010.00%0.00%0.00%Q4 2013Q4 201611
AlphaMark Advisors, LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
Retirement Group, LLC 640.00%0.00%0.00%Q1 2021Q3 202310
WFG Advisors, LP 10100.00%0.00%0.00%Q1 2015Q2 201710
Transamerica Financial Advisors, Inc. 910.00%0.05%0.16%Q2 2015Q3 202310
Walkner Condon Financial Advisors LLC 990.07%0.12%0.27%Q3 2021Q3 20239
STIFEL FINANCIAL CORP 410.00%0.00%0.01%Q1 2014Q1 20229
CREDIT SUISSE AG/ 410.00%0.00%0.00%Q2 2016Q4 20229
Rathbones Group PLC 880.00%0.01%0.01%Q4 2021Q3 20238
PGIM Custom Harvest LLC 440.04%0.10%0.15%Q4 2020Q3 20238
COTTONWOOD CAPITAL ADVISORS, LLC 880.26%0.36%0.43%Q4 2021Q3 20238
ATWOOD & PALMER INC 880.01%1.57%2.57%Q2 2014Q1 20168
AMERIPRISE FINANCIAL INC 710.00%0.00%0.00%Q2 2013Q3 20158
MTM Investment Management, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
OSAIC HOLDINGS, INC. 880.00%0.00%0.00%Q2 2021Q1 20238
SG Americas Securities, LLC 710.00%0.02%0.05%Q4 2014Q2 20178
CITIGROUP INC 620.00%0.00%0.00%Q1 2014Q2 20168
Tower Research Capital LLC (TRC) 310.00%0.00%0.00%Q2 2013Q4 20227
Kore Private Wealth LLC 770.03%0.04%0.04%Q1 2020Q3 20217
Cribstone Capital Management, LLC 770.00%0.00%0.00%Q2 2016Q4 20177
BB&T SECURITIES, LLC 520.00%0.00%0.01%Q1 2015Q2 20197
Janney Montgomery Scott LLC 660.01%0.02%0.02%Q4 2014Q1 20166
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
Close Asset Management Ltd 660.00%0.00%0.00%Q1 2017Q2 20186
Gradient Investments LLC 660.00%0.00%0.00%Q4 2015Q1 20176
DEUTSCHE BANK AG\ 660.00%0.00%0.01%Q3 2013Q4 20146
LADENBURG THALMANN FINANCIAL SERVICES INC. 550.00%0.00%0.00%Q4 2017Q4 20185
Keel Point, LLC 550.14%1.33%2.28%Q1 2015Q1 20165
EPG Wealth Management LLC 320.00%0.01%0.02%Q4 2019Q1 20225
Snowden Capital Advisors LLC 310.00%0.00%0.01%Q2 2019Q4 20214
Sowell Financial Services LLC 440.08%0.11%0.13%Q1 2021Q4 20214
Legacy Capital Wealth Partners, LLC 440.12%2.33%3.25%Q1 2022Q4 20224
NewEdge Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Coppell Advisory Solutions LLC 210.00%0.03%0.11%Q4 2020Q3 20234
Waverton Investment Management Ltd 440.01%0.01%0.01%Q4 2022Q3 20234
PRUDENTIAL FINANCIAL INC 440.00%0.00%0.00%Q4 2021Q3 20224
FLOW TRADERS U.S. LLC 310.01%0.01%0.02%Q2 2015Q2 20164
Accuvest Global Advisors 441.04%1.55%1.94%Q3 2014Q2 20154
Corient Private Wealth LLC 330.00%0.00%0.00%Q1 2023Q3 20233
CIBC WORLD MARKET INC. 210.00%0.00%0.00%Q4 2019Q2 20213
V Wealth Advisors LLC 330.09%0.10%0.11%Q1 2021Q3 20213
BREWIN DOLPHIN LTD 330.02%0.02%0.02%Q4 2021Q2 20223
Stratos Wealth Advisors, LLC 330.02%0.02%0.03%Q4 2021Q2 20223
Pinnacle Advisory Group, Inc. 330.02%0.02%0.02%Q4 2018Q2 20193
Advisor Group, Inc. 330.00%0.00%0.00%Q1 2019Q3 20193
CWM, LLC 330.00%0.00%0.00%Q2 2018Q4 20183
COOKSON PEIRCE & CO INC 210.03%0.11%0.15%Q1 2014Q2 20183
Arkadios Wealth Advisors 330.00%0.00%0.00%Q4 2020Q2 20213
BAIRD ROBERT W & CO INC /WI/ 220.01%0.01%0.01%Q3 2013Q4 20132
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 110.00%0.00%0.00%Q3 2013Q3 20152
F-Squared Investment Management, LLC 112.46%3.23%4.01%Q3 2014Q2 20152
Dunhill Financial, LLC 220.82%0.89%0.97%Q2 2023Q3 20232
Clal Insurance Enterprises Holdings Ltd 220.00%0.00%0.00%Q4 2014Q1 20152
Creative Planning 110.00%0.00%0.00%Q2 2014Q4 20222
ENVESTNET ASSET MANAGEMENT INC 110.00%0.01%0.01%Q3 2014Q2 20152
Winslow, Evans & Crocker, Inc. 220.00%0.01%0.01%Q3 2014Q4 20142
StoneX Group Inc. 220.03%0.03%0.03%Q3 2021Q4 20212
MANAGED ACCOUNT ADVISORS LLC 110.00%0.00%0.00%Q4 2014Q4 20141
Jefferies Group LLC 110.00%0.00%0.00%Q1 2015Q1 20151
Wagner Wealth Management, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
KNIGHT CAPITAL GROUP LLC 110.01%0.01%0.01%Q2 2013Q2 20131
BANK OF MONTREAL /CAN/ 110.00%0.00%0.00%Q2 2023Q2 20231
LifePlan Financial Group, Inc 111.30%1.30%1.30%Q2 2015Q2 20151
MUFG Americas Holdings Corp 110.00%0.00%0.00%Q3 2015Q3 20151
Cetera Advisors LLC 110.02%0.02%0.02%Q4 2019Q4 20191
Homrich & Berg 110.02%0.02%0.02%Q2 2017Q2 20171
NATIONAL PLANNING CORP 110.00%0.00%0.00%Q4 2014Q4 20141
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q2 2015Q2 20151
Shamrock Asset Management LLC 110.00%0.00%0.00%Q3 2014Q3 20141
Placemark Investments, Inc. 110.02%0.02%0.02%Q3 2014Q3 20141
CPWM, LLC 110.04%0.04%0.04%Q2 2022Q2 20221
AMERICAN INTERNATIONAL GROUP, INC. 110.00%0.00%0.00%Q4 2013Q4 20131
Harbour Capital Advisors, LLC 110.00%0.00%0.00%Q1 2017Q1 20171
Kovack Advisors, Inc. 110.21%0.21%0.21%Q2 2016Q2 20161
SOCIETE GENERALE 110.04%0.04%0.04%Q2 2016Q2 20161
Jane Street Holding, LLC 110.02%0.02%0.02%Q2 2013Q2 20131
GOLDMAN SACHS GROUP INC 110.00%0.00%0.00%Q3 2016Q3 20161
Brinker Capital Investments, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Proficio Capital Partners LLC 110.00%0.00%0.00%Q4 2015Q4 20151
Coppell Advisory Solutions Corp. 110.01%0.01%0.01%Q4 2022Q4 20221
Raymond James Financial Services Advisors, Inc. 110.00%0.00%0.00%Q3 2021Q3 20211
Belpointe Asset Management LLC 110.01%0.01%0.01%Q2 2021Q2 20211
MANUFACTURERS LIFE INSURANCE COMPANY, THE 110.00%0.00%0.00%Q1 2019Q1 20191
Wealth Quarterback LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Retirement Planning Group, LLC 110.05%0.05%0.05%Q2 2022Q2 20221
Legacy Private Trust Co. 110.09%0.09%0.09%Q2 2013Q2 20131
James Hambro & Partners 110.04%0.04%0.04%Q3 2022Q3 20221
Private Advisor Group, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
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.