FIRST TR EXCHANGE TRADED FD shareholder history

Current and past FIRST TR EXCHANGE TRADED FD shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
ROYAL BANK OF CANADA 18180.00%0.00%0.01%Q2 2019Q3 202318
AVANTAX ADVISORY SERVICES, INC. 18180.10%3.05%6.14%Q2 2019Q3 202318
RAYMOND JAMES & ASSOCIATES 18180.00%0.01%0.02%Q2 2019Q3 202318
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 18180.00%0.01%0.02%Q2 2019Q3 202318
CWM, LLC 1080.00%0.01%0.01%Q1 2019Q3 202318
MORGAN STANLEY 18180.00%0.00%0.01%Q2 2019Q3 202318
UBS Group AG 18180.00%0.01%0.02%Q2 2019Q3 202318
STIFEL FINANCIAL CORP 18180.00%0.01%0.02%Q2 2019Q3 202318
LPL Financial LLC 18180.00%0.02%0.03%Q2 2019Q3 202318
Ameritas Investment Partners, Inc. 17170.00%0.00%0.00%Q3 2019Q3 202317
ENVESTNET ASSET MANAGEMENT INC 17170.00%0.00%0.00%Q3 2019Q3 202317
IFP Advisors, Inc 17170.00%0.00%0.01%Q3 2019Q3 202317
COMMONWEALTH EQUITY SERVICES, LLC 17170.00%0.01%0.02%Q3 2019Q3 202317
Janney Montgomery Scott LLC 17170.01%0.03%0.04%Q3 2019Q3 202317
Raymond James Financial Services Advisors, Inc. 1430.01%0.01%0.02%Q2 2019Q3 202317
Cambridge Investment Research Advisors, Inc. 16160.00%0.01%0.02%Q4 2019Q3 202316
WELLS FARGO & COMPANY/MN 16160.00%0.00%0.01%Q4 2019Q3 202316
Arkadios Wealth Advisors 16160.04%0.11%0.18%Q4 2019Q3 202316
Moors & Cabot, Inc. 16160.03%0.03%0.04%Q4 2019Q3 202316
BENJAMIN F. EDWARDS & COMPANY, INC. 16160.01%0.15%0.21%Q4 2019Q3 202316
First PREMIER Bank 16160.25%0.60%0.72%Q4 2019Q3 202316
PNC FINANCIAL SERVICES GROUP, INC. 16160.00%0.00%0.00%Q4 2019Q3 202316
Private Advisor Group, LLC 15150.00%0.03%0.04%Q1 2020Q3 202315
FMR LLC 1210.00%0.00%0.00%Q3 2019Q3 202315
EDMOND DE ROTHSCHILD HOLDING S.A. 15150.00%0.00%0.01%Q1 2020Q3 202315
CITIGROUP INC 15150.00%0.00%0.00%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.01%0.02%0.03%Q1 2020Q3 202315
WEALTH ADVISORS, INC. 15150.55%0.62%0.71%Q1 2020Q3 202315
BANK OF AMERICA CORP /DE/ 1410.00%0.00%0.00%Q2 2019Q3 202315
JANE STREET GROUP, LLC 710.00%0.00%0.01%Q2 2019Q3 202315
D.A. DAVIDSON & CO. 15150.01%0.01%0.01%Q1 2020Q3 202315
Steward Partners Investment Advisory, LLC 15150.00%0.02%0.03%Q1 2020Q3 202315
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1320.00%0.00%0.00%Q4 2019Q3 202315
Archer Investment Corp 960.01%0.01%0.02%Q4 2019Q3 202315
Stonebridge Financial Planning Group, LLC 14140.05%0.55%0.77%Q2 2020Q3 202314
Citadel Advisors 510.00%0.00%0.00%Q2 2019Q3 202314
Prospera Financial Services Inc 14140.00%0.04%0.32%Q2 2020Q3 202314
TRUIST FINANCIAL CORP 14140.00%0.00%0.01%Q2 2020Q3 202314
SUSQUEHANNA INTERNATIONAL GROUP, LLP 810.00%0.00%0.00%Q2 2019Q3 202314
Equitable Holdings, Inc. 14140.01%0.01%0.01%Q2 2020Q3 202314
B. Riley Wealth Advisors, Inc. 14140.01%0.02%0.02%Q2 2020Q3 202314
Concentrum Wealth Management 14140.38%0.93%1.25%Q2 2020Q3 202314
WHITTIER TRUST CO 14140.00%0.00%0.00%Q2 2019Q3 202214
American Portfolios Advisors 14140.00%0.00%0.00%Q2 2019Q3 202214
Global Retirement Partners, LLC 770.00%0.00%0.00%Q1 2020Q3 202314
Cetera Investment Advisers 14140.02%0.06%0.13%Q2 2020Q3 202314
Stratos Wealth Partners, LTD. 14140.01%0.02%0.02%Q2 2020Q3 202314
Kestra Advisory Services, LLC 13130.03%0.08%0.14%Q3 2020Q3 202313
Cetera Advisor Networks LLC 1210.00%0.01%0.01%Q2 2020Q3 202313
Sigma Planning Corp 13130.01%0.04%0.07%Q3 2020Q3 202313
PACIFIC SUN FINANCIAL CORP 610.81%1.04%1.31%Q2 2019Q2 202313
BANK OF MONTREAL /CAN/ 1120.00%0.00%0.00%Q2 2020Q3 202313
Kistler-Tiffany Companies, LLC 13130.00%0.00%0.00%Q2 2020Q2 202313
CREATIVE FINANCIAL DESIGNS INC /ADV 13130.06%0.17%0.26%Q3 2020Q3 202313
KESTRA PRIVATE WEALTH SERVICES, LLC 930.01%0.03%0.06%Q3 2020Q3 202312
Atria Investments, Inc 12120.02%0.04%0.09%Q4 2020Q3 202312
Aptus Capital Advisors, LLC 12120.01%0.03%0.05%Q4 2020Q3 202312
Gladstone Institutional Advisory LLC 1110.03%0.09%0.14%Q1 2020Q3 202312
Migdal Insurance & Financial Holdings Ltd. 12120.00%0.04%0.06%Q4 2020Q3 202312
STEPHENS INC /AR/ 12120.01%0.01%0.02%Q4 2020Q3 202312
Baird Financial Group, Inc. 12120.00%0.00%0.00%Q4 2020Q3 202312
Flaharty Asset Management, LLC 12120.05%0.21%0.32%Q4 2020Q3 202312
1776 Wealth LLC 11110.16%0.28%0.35%Q1 2021Q3 202311
Snowden Capital Advisors LLC 830.02%0.10%0.20%Q4 2020Q3 202311
FIRST TRUST ADVISORS LP 11110.00%0.00%0.00%Q1 2021Q3 202311
Geneos Wealth Management Inc. 11110.00%0.00%0.00%Q2 2019Q4 202111
AE Wealth Management LLC 11110.00%0.00%0.01%Q1 2021Q3 202311
CENTRAL TRUST Co 11110.00%0.00%0.00%Q1 2021Q3 202311
Cornerstone Wealth Management, LLC 830.05%0.09%0.17%Q4 2020Q3 202311
Avior Wealth Management, LLC 11110.00%0.01%0.01%Q1 2021Q3 202311
Andesa Financial Management Inc. 10100.26%0.38%0.46%Q2 2020Q3 202210
BENJAMIN EDWARDS INC 10100.00%0.00%0.01%Q4 2020Q1 202310
MARINER INDEPENDENT ADVISOR NETWORK, LLC 10100.06%0.09%0.12%Q2 2020Q3 202210
Capital Investment Advisory Services, LLC 820.03%0.04%0.06%Q1 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.02%0.03%0.05%Q1 2021Q3 202310
Carroll Financial Associates, Inc. 10100.00%0.00%0.00%Q3 2019Q4 202110
Kovack Advisors, Inc. 10100.04%0.07%0.08%Q1 2021Q2 202310
Strategic Blueprint, LLC 10100.02%0.05%0.08%Q1 2021Q2 202310
Marks Group Wealth Management, Inc 990.03%0.04%0.04%Q3 2021Q3 20239
J.W. COLE ADVISORS, INC. 810.04%0.04%0.05%Q2 2021Q3 20239
FLAGSHIP HARBOR ADVISORS, LLC 990.01%0.12%0.17%Q1 2020Q1 20229
PSI Advisors, LLC 990.00%0.00%0.01%Q3 2021Q3 20239
CAPTRUST FINANCIAL ADVISORS 990.00%0.00%0.00%Q2 2020Q2 20229
JPMORGAN CHASE & CO 990.00%0.00%0.00%Q3 2021Q3 20239
Qube Research & Technologies Ltd 410.00%0.00%0.00%Q1 2021Q3 20238
Western Wealth Management, LLC 440.02%0.06%0.08%Q3 2020Q3 20228
Allworth Financial LP 880.00%0.00%0.00%Q4 2021Q3 20238
Mutual Advisors, LLC 880.01%0.09%0.12%Q4 2020Q3 20228
Mariner, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
AdvisorNet Financial, Inc 880.01%0.02%0.03%Q4 2020Q3 20228
Cetera Advisors LLC 880.01%0.01%0.02%Q4 2020Q3 20228
Core Wealth Advisors, Inc. 880.01%0.01%0.02%Q4 2021Q3 20238
Banco Santander, S.A. 880.00%0.01%0.01%Q4 2021Q3 20238
Beacon Pointe Advisors, LLC 710.00%0.01%0.01%Q2 2021Q2 20238
Ignite Planners, LLC 880.13%0.23%0.31%Q4 2021Q3 20238
Ameritas Advisory Services, LLC 880.02%0.03%0.06%Q4 2021Q3 20238
Larson Financial Group LLC 880.00%0.00%0.01%Q4 2021Q3 20238
GUARDIAN WEALTH ADVISORS, LLC / NC 880.05%0.15%0.31%Q4 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
WealthCare Investment Partners, LLC 880.56%0.87%1.57%Q4 2021Q3 20238
Stelac Advisory Services LLC 880.04%0.07%0.09%Q4 2021Q3 20238
NWAM LLC 770.03%0.05%0.06%Q1 2021Q3 20227
Rockefeller Capital Management L.P. 610.00%0.00%0.00%Q1 2021Q4 20227
Lokken Investment Group LLC 610.28%1.18%1.72%Q1 2012Q1 20227
Beacon Capital Management, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
USCA RIA LLC 770.05%0.15%0.19%Q4 2019Q2 20217
Spectrum Wealth Advisory Group, LLC 772.36%3.65%4.62%Q1 2021Q3 20227
IFG Advisory, LLC 770.04%0.05%0.10%Q3 2019Q1 20217
Total Clarity Wealth Management, Inc. 770.16%0.18%0.20%Q4 2020Q2 20227
ACG Wealth 770.03%0.04%0.04%Q4 2020Q2 20227
StoneX Group Inc. 770.04%0.08%0.13%Q2 2020Q4 20217
Titus Wealth Management 770.14%0.22%0.28%Q4 2020Q2 20227
US BANCORP \DE\ 770.00%0.00%0.00%Q3 2020Q1 20227
Fieldpoint Private Securities, LLC 770.00%0.00%0.00%Q4 2020Q2 20227
NEXT Financial Group, Inc 660.01%0.01%0.02%Q3 2020Q4 20216
Advisory Services Network, LLC 210.00%0.00%0.00%Q4 2019Q1 20236
PRUDENTIAL PLC 410.00%0.01%0.02%Q2 2019Q1 20236
PRIVATE TRUST CO NA 660.01%0.01%0.01%Q2 2022Q3 20236
TD Waterhouse Canada Inc. 510.00%0.01%0.01%Q4 2021Q3 20236
EPG Wealth Management LLC 660.07%0.09%0.12%Q4 2020Q1 20226
SIGNATUREFD, LLC 510.00%0.00%0.00%Q2 2020Q3 20236
Grace Capital 660.04%0.04%0.04%Q4 2019Q1 20216
ICA Group Wealth Management, LLC 660.03%0.06%0.08%Q1 2022Q2 20236
VALLEY WEALTH MANAGERS, INC. 660.00%0.00%0.00%Q2 2022Q3 20236
CREDIT SUISSE AG/ 210.00%0.00%0.00%Q2 2019Q3 20225
Sowell Financial Services LLC 550.00%0.00%0.00%Q1 2020Q1 20215
Spire Wealth Management 550.02%0.02%0.03%Q1 2021Q1 20225
LEVEL FOUR ADVISORY SERVICES, LLC 550.02%0.26%0.44%Q2 2020Q2 20215
FIFTH THIRD BANCORP 550.00%0.00%0.00%Q2 2021Q2 20225
Jacobi Capital Management LLC 550.00%0.00%0.00%Q3 2020Q3 20215
Regal Investment Advisors LLC 550.02%0.02%0.02%Q2 2021Q2 20225
CoreCap Advisors, LLC 550.06%0.09%0.13%Q4 2021Q4 20225
High Net Worth Advisory Group LLC 550.01%0.01%0.01%Q4 2021Q4 20225
Integrated Wealth Concepts LLC 550.01%0.02%0.03%Q3 2021Q3 20225
Joseph P. Lucia & Associates, LLC 320.02%0.06%0.09%Q1 2021Q2 20225
Interchange Capital Partners, LLC 410.14%0.49%0.91%Q4 2020Q1 20235
FLOW TRADERS U.S. LLC 310.01%0.03%0.06%Q2 2021Q2 20235
Financial Advocates Investment Management 550.02%0.02%0.02%Q1 2021Q1 20225
Atria Wealth Solutions, Inc. 410.00%0.01%0.02%Q1 2022Q2 20235
Glassman Wealth Services 440.00%0.00%0.00%Q1 2021Q4 20214
NewEdge Advisors, LLC 440.02%0.03%0.05%Q4 2022Q3 20234
Banque Cantonale Vaudoise 440.01%0.01%0.02%Q3 2021Q2 20224
New England Capital Financial Advisors LLC 440.01%0.01%0.01%Q4 2022Q3 20234
WealthPLAN Partners, LLC 210.00%0.02%0.02%Q2 2020Q1 20234
MML INVESTORS SERVICES, LLC 440.00%0.00%0.00%Q2 2021Q1 20224
Gateway Wealth Partners, LLC 440.06%0.07%0.07%Q4 2022Q3 20234
Tyler-Stone Wealth Management 440.03%0.03%0.03%Q4 2021Q3 20224
Richard W. Paul & Associates, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
BOKF, NA 310.00%0.00%0.00%Q3 2020Q3 20214
PFG Advisors 440.02%0.03%0.04%Q3 2021Q2 20224
Capital Analysts, LLC 440.00%0.00%0.00%Q2 2022Q1 20234
U.S. Capital Wealth Advisors, LLC 330.12%0.13%0.14%Q3 2021Q1 20223
Belpointe Asset Management LLC 330.04%0.05%0.06%Q3 2022Q1 20233
LADENBURG THALMANN FINANCIAL SERVICES INC. 330.00%0.00%0.00%Q2 2019Q4 20193
ADAMSBROWN WEALTH CONSULTANTS LLC 330.25%0.44%0.63%Q4 2021Q2 20223
Parallel Advisors, LLC 210.00%0.00%0.00%Q3 2022Q3 20233
TOWNSQUARE CAPITAL LLC 210.04%0.09%0.16%Q2 2020Q1 20213
Sunbelt Securities, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
Raleigh Capital Management Inc. 330.00%0.00%0.00%Q1 2022Q3 20223
Optiver Holding B.V. 330.00%0.00%0.00%Q3 2021Q1 20223
Cape Investment Advisory, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
SEAVIEW INVESTMENT MANAGERS LLC 330.08%0.47%0.71%Q4 2021Q2 20223
OneDigital Investment Advisors LLC 330.02%0.03%0.04%Q2 2020Q4 20203
RFG Advisory, LLC 330.01%0.01%0.02%Q2 2022Q4 20223
Cascadia Advisory Services, LLC 330.39%0.56%0.85%Q1 2021Q3 20213
B. Riley Wealth Management, Inc. 210.03%0.04%0.05%Q1 2020Q1 20213
Capital Asset Advisory Services LLC 210.02%0.03%0.03%Q1 2021Q4 20213
Bogart Wealth, LLC 330.09%0.12%0.13%Q2 2020Q4 20203
Householder Group Estate & Retirement Specialist, LLC 110.02%0.04%0.05%Q3 2022Q3 20233
Advisor Group, Inc. 330.00%0.01%0.01%Q2 2019Q4 20193
tru Independence LLC 210.01%0.04%0.07%Q4 2019Q2 20213
SILVER OAK SECURITIES, INCORPORATED 220.05%0.05%0.06%Q4 2022Q1 20232
Herold Advisors, Inc. 110.01%0.01%0.01%Q3 2021Q1 20222
MONEY CONCEPTS CAPITAL CORP 110.00%0.01%0.01%Q1 2022Q4 20222
TWO SIGMA SECURITIES, LLC 220.01%0.01%0.01%Q1 2022Q2 20222
Elevated Capital Advisors, LLC 110.08%0.08%0.08%Q3 2021Q1 20222
HUNTINGTON NATIONAL BANK 110.00%0.00%0.00%Q2 2019Q3 20222
Good Life Advisors, LLC 220.80%0.80%0.80%Q3 2021Q4 20212
First Heartland Consultants, Inc. 220.01%0.02%0.04%Q3 2021Q4 20212
RAYMOND JAMES TRUST N.A. 220.01%0.01%0.01%Q2 2022Q3 20222
Lowe Wealth Advisors, LLC 220.02%0.02%0.02%Q1 2020Q2 20202
L.M. KOHN & COMPANY 220.23%0.24%0.24%Q1 2022Q2 20222
AMERIPRISE FINANCIAL INC 110.00%0.00%0.00%Q1 2022Q3 20232
Ford Financial Group, LLC 110.01%0.01%0.01%Q2 2021Q4 20212
IHT Wealth Management, LLC 220.02%0.02%0.03%Q4 2021Q1 20222
OLD MISSION CAPITAL LLC 110.05%0.09%0.12%Q2 2022Q4 20222
BARCLAYS PLC 220.00%0.00%0.00%Q1 2021Q2 20212
Truadvice, LLC 220.05%0.06%0.07%Q1 2021Q2 20212
NewEdge Wealth, LLC 220.02%0.03%0.03%Q2 2023Q3 20232
Sound Income Strategies, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
WEDBUSH SECURITIES INC 220.01%0.01%0.01%Q4 2021Q1 20222
SeaCrest Wealth Management, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
PCG Wealth Advisors, LLC 110.08%0.08%0.08%Q3 2022Q3 20221
Wealthcare Advisory Partners LLC 110.00%0.00%0.00%Q1 2021Q1 20211
NBC SECURITIES, INC. 110.06%0.06%0.06%Q3 2023Q3 20231
GTS SECURITIES LLC 110.01%0.01%0.01%Q2 2023Q2 20231
FSB PREMIER WEALTH MANAGEMENT, INC. 110.04%0.04%0.04%Q4 2021Q4 20211
Ergawealth Advisors, Inc. 110.20%0.20%0.20%Q4 2022Q4 20221
VERUS CAPITAL PARTNERS, LLC 110.08%0.08%0.08%Q1 2022Q1 20221
Darwin Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Comprehensive Financial Consultants Institutional, Inc. 110.04%0.04%0.04%Q4 2021Q4 20211
Kowal Investment Group, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Ameritas Investment Company, LLC 110.02%0.02%0.02%Q3 2021Q3 20211
Anson Capital, Inc. 111.41%1.41%1.41%Q4 2021Q4 20211
RETIREMENT FINANCIAL SOLUTIONS, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Moser Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Valeo Financial Advisors, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Parallax Volatility Advisers, L.P. 110.00%0.00%0.00%Q2 2019Q2 20191
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
WealthShield Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
USA FINANCIAL FORMULAS 110.01%0.01%0.01%Q3 2021Q3 20211
MEITAV INVESTMENT HOUSE LTD 110.00%0.00%0.00%Q2 2023Q2 20231
Lebenthal Global Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.01%0.01%0.01%Q2 2020Q2 20201
Mirae Asset Global Investments Co., Ltd. 110.00%0.00%0.00%Q3 2021Q3 20211
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
J.P. Morgan Private Wealth Advisors LLC 110.00%0.00%0.00%Q3 2022Q3 20221
ACIMA PRIVATE WEALTH, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
BANK OF NOVA SCOTIA 110.01%0.01%0.01%Q3 2021Q3 20211
Certified Advisory Corp 110.02%0.02%0.02%Q1 2020Q1 20201
New Millennium Group LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Creative Planning 110.00%0.00%0.00%Q3 2023Q3 20231
Savior LLC 110.01%0.01%0.01%Q1 2021Q1 20211
IAMS WEALTH MANAGEMENT, LLC 110.22%0.22%0.22%Q1 2023Q1 20231
Apollon Wealth Management, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
CPR Investments Inc. 110.84%0.84%0.84%Q1 2023Q1 20231
SYNOVUS FINANCIAL CORP 110.00%0.00%0.00%Q1 2020Q1 20201
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 110.74%0.74%0.74%Q4 2022Q4 20221
HBK Sorce Advisory LLC 110.01%0.01%0.01%Q4 2022Q4 20221
CHIRON CAPITAL MANAGEMENT, LLC 110.04%0.04%0.04%Q3 2020Q3 20201
MANCHESTER FINANCIAL INC 110.00%0.00%0.00%Q1 2021Q1 20211
TORONTO DOMINION BANK 110.00%0.00%0.00%Q2 2021Q2 20211
HighTower Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
SITTNER & NELSON, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
FIRST MANHATTAN CO. LLC. 110.00%0.00%0.00%Q1 2021Q1 20211
PROVENCE WEALTH MANAGEMENT GROUP 110.00%0.00%0.00%Q3 2023Q3 20231
BESSEMER GROUP INC 110.00%0.00%0.00%Q3 2020Q3 20201
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.