FIRST TR EXCNGE TRD ALPHADEX shareholder history

Current and past FIRST TR EXCNGE TRD ALPHADEX shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
MORGAN STANLEY 42420.00%0.00%0.01%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.00%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.01%Q2 2013Q3 202342
LPL Financial LLC 40400.00%0.01%0.02%Q4 2013Q3 202340
BENJAMIN F. EDWARDS & COMPANY, INC. 38380.00%0.18%0.43%Q2 2014Q3 202338
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1410.00%0.00%0.00%Q3 2013Q3 202336
UBS Group AG 36360.00%0.00%0.00%Q4 2014Q3 202336
PNC FINANCIAL SERVICES GROUP, INC. 35350.00%0.00%0.00%Q1 2015Q3 202335
BANK OF AMERICA CORP /DE/ 31310.00%0.00%0.00%Q3 2013Q1 202131
D.A. DAVIDSON & CO. 1260.00%0.00%0.01%Q4 2014Q3 202329
RAYMOND JAMES & ASSOCIATES 1510.00%0.00%0.01%Q1 2015Q3 202327
STIFEL FINANCIAL CORP 2110.00%0.00%0.00%Q2 2014Q3 202326
Cambridge Investment Research Advisors, Inc. 1110.00%0.01%0.02%Q3 2014Q3 202325
Steward Partners Investment Advisory, LLC 1870.00%0.00%0.00%Q1 2017Q3 202325
CITIGROUP INC 22220.00%0.00%0.00%Q1 2015Q2 202022
Kingsview Wealth Management, LLC 960.02%0.19%0.43%Q1 2017Q3 202322
KCM INVESTMENT ADVISORS LLC 22220.02%0.02%0.05%Q2 2013Q3 201822
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
Citadel Advisors 620.00%0.00%0.00%Q1 2015Q3 202320
Tower Research Capital LLC (TRC) 1510.00%0.02%0.06%Q1 2014Q3 202319
Janney Montgomery Scott LLC 1810.00%0.01%0.01%Q3 2017Q3 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Commonwealth Equity Services, Inc 18180.00%0.01%0.01%Q2 2013Q3 201718
LADENBURG THALMANN FINANCIAL SERVICES INC. 18180.00%0.00%0.01%Q3 2015Q4 201918
AMERIPRISE FINANCIAL INC 1430.00%0.00%0.00%Q2 2013Q3 201717
Winslow, Evans & Crocker, Inc. 17170.00%0.00%0.01%Q4 2016Q4 202017
Keel Point, LLC 17170.03%0.06%0.08%Q3 2019Q3 202317
COMMONWEALTH EQUITY SERVICES, LLC 1110.00%0.00%0.00%Q4 2017Q3 202317
JANE STREET GROUP, LLC 510.00%0.01%0.02%Q2 2014Q4 202116
Advisor Group, Inc. 15150.00%0.00%0.00%Q2 2016Q4 201915
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
Founders Financial Alliance, LLC 13130.05%0.06%0.06%Q3 2020Q3 202313
Private Advisor Group, LLC 710.00%0.01%0.04%Q2 2014Q3 202313
Raymond James Financial Services Advisors, Inc. 820.00%0.01%0.04%Q1 2016Q4 202213
LVZ, Inc. 12120.08%0.11%0.21%Q1 2016Q4 201812
Sigma Planning Corp 11110.02%0.05%0.09%Q1 2021Q3 202311
Clearwater Capital Advisors, LLC 11110.04%0.10%0.13%Q3 2016Q1 201911
THRIVENT FINANCIAL FOR LUTHERANS 1010.00%0.00%0.00%Q4 2019Q1 202311
WFG Advisors, LP 11110.01%0.03%0.04%Q4 2014Q2 201711
Stratos Wealth Partners, LTD. 740.01%0.03%0.07%Q4 2020Q3 202311
HARBOUR INVESTMENTS, INC. 640.00%0.00%0.01%Q1 2021Q3 202310
IFP Advisors, Inc 730.00%0.00%0.00%Q2 2016Q2 202110
G&S Capital LLC 10100.46%0.56%0.66%Q2 2021Q3 202310
FMR LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
MGO ONE SEVEN LLC 10100.01%0.04%0.10%Q2 2021Q3 202310
Gladstone Institutional Advisory LLC 520.05%0.31%0.73%Q4 2018Q3 202310
Stonebridge Financial Planning Group, LLC 990.00%0.01%0.04%Q4 2019Q4 20219
AMERICAN INTERNATIONAL GROUP, INC. 810.00%0.00%0.00%Q3 2013Q1 20169
GOLDMAN SACHS GROUP INC 710.00%0.00%0.00%Q3 2014Q4 20229
Whitnell & Co. 990.00%0.01%0.01%Q4 2017Q4 20199
Transamerica Financial Advisors, Inc. 880.06%0.34%0.95%Q4 2021Q3 20238
TKG Advisors, LLC 880.14%0.25%0.49%Q4 2021Q3 20238
First Horizon Advisors, Inc. 710.00%0.01%0.06%Q2 2014Q2 20198
Pacifica Partners Inc. 880.01%0.01%0.01%Q1 2022Q4 20238
MSI Financial Services Inc 530.00%0.00%0.00%Q2 2014Q4 20168
American Portfolios Advisors 880.00%0.01%0.03%Q4 2020Q3 20228
FIRST TRUST ADVISORS LP 880.00%0.00%0.01%Q4 2021Q3 20238
Global Trust Asset Management, LLC 880.00%0.01%0.02%Q4 2021Q3 20238
TOTAL INVESTMENT MANAGEMENT INC 887.09%8.79%11.97%Q4 2021Q3 20238
Capital Analysts, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
CREDIT SUISSE AG/ 310.00%0.00%0.00%Q2 2013Q4 20177
WEALTHSOURCE PARTNERS, LLC 410.02%0.07%0.13%Q4 2020Q3 20237
Global Retirement Partners, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Geneos Wealth Management Inc. 770.00%0.00%0.00%Q1 2022Q3 20237
Cornerstone Wealth Management, LLC 310.04%0.09%0.25%Q1 2016Q1 20197
MANUFACTURERS LIFE INSURANCE COMPANY, THE 520.00%0.00%0.00%Q3 2016Q2 20187
Arkadios Wealth Advisors 430.00%0.02%0.03%Q4 2020Q3 20237
Private Advisory Group LLC 610.49%0.62%0.75%Q2 2021Q1 20237
PRIVATE TRUST CO NA 660.03%0.03%0.03%Q2 2022Q3 20236
MML INVESTORS SERVICES, LLC 660.00%0.00%0.01%Q1 2022Q2 20236
ARS Wealth Advisors Group, LLC 660.10%0.14%0.16%Q2 2022Q3 20236
Dynamic Advisor Solutions LLC 660.05%0.06%0.07%Q2 2022Q3 20236
Holloway Wealth Management, LLC 550.38%0.43%0.52%Q1 2021Q1 20225
SIGNATUREFD, LLC 410.00%0.00%0.00%Q1 2022Q2 20235
NORTHWEST WEALTH MANAGEMENT, LLC 550.00%0.00%0.00%Q1 2018Q1 20195
CWM, LLC 410.00%0.00%0.00%Q3 2015Q3 20235
GPS Wealth Strategies Group, LLC 310.00%0.00%0.00%Q3 2022Q3 20234
Hanson & Doremus Investment Management 440.00%0.00%0.01%Q1 2016Q4 20164
Cetera Advisor Networks LLC 310.01%0.11%0.41%Q1 2017Q4 20214
Baird Financial Group, Inc. 310.00%0.01%0.01%Q2 2021Q3 20234
NewEdge Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
UBS AG 220.00%0.00%0.00%Q2 2013Q3 20144
TD Waterhouse Canada Inc. 440.00%0.00%0.00%Q2 2022Q1 20234
Advisory Services Network, LLC 220.01%0.01%0.01%Q4 2021Q1 20234
Clarus Wealth Advisors 440.10%0.13%0.20%Q2 2018Q1 20194
MONEY CONCEPTS CAPITAL CORP 210.01%0.02%0.04%Q1 2021Q4 20224
Harvest Investment Services, LLC 440.68%0.91%1.03%Q1 2021Q4 20214
CONFLUENCE INVESTMENT MANAGEMENT LLC 440.01%0.01%0.01%Q3 2015Q2 20164
CALTON & ASSOCIATES, INC. 310.00%0.06%0.10%Q4 2017Q4 20214
First Heartland Consultants, Inc. 440.28%0.94%1.28%Q1 2021Q4 20214
CAPTRUST FINANCIAL ADVISORS 440.00%0.00%0.00%Q3 2021Q2 20224
Equitable Holdings, Inc. 440.01%0.01%0.01%Q4 2022Q3 20234
RiverTree Advisors, LLC 332.70%2.82%3.03%Q1 2022Q3 20223
SG Americas Securities, LLC 330.00%0.00%0.00%Q3 2017Q1 20183
Advisor Resource Council 110.06%0.06%0.07%Q2 2021Q2 20223
M&T BANK CORP 210.00%0.00%0.00%Q3 2014Q2 20163
ASSOCIATED BANC-CORP 330.00%0.00%0.00%Q1 2020Q3 20203
Prospera Financial Services Inc 210.01%0.02%0.02%Q1 2022Q2 20233
ICA Group Wealth Management, LLC 330.00%0.00%0.00%Q4 2022Q2 20233
FLOW TRADERS U.S. LLC 210.03%0.06%0.08%Q3 2021Q2 20233
PFG Advisors 330.03%0.04%0.04%Q1 2021Q3 20213
River Wealth Advisors LLC 330.00%0.00%0.00%Q2 2018Q4 20183
JNBA Financial Advisors 220.00%0.00%0.00%Q2 2014Q3 20142
STEPHENS INC /AR/ 220.03%0.04%0.05%Q2 2014Q3 20142
Allworth Financial LP 220.00%0.00%0.00%Q1 2023Q2 20232
ENVESTNET ASSET MANAGEMENT INC 110.00%0.00%0.00%Q2 2014Q1 20222
Integrated Wealth Management 220.02%0.02%0.02%Q2 2016Q3 20162
VSR Financial Services, Inc. 110.02%0.31%0.60%Q4 2014Q2 20162
SouthState Corp 220.00%0.00%0.00%Q1 2023Q2 20232
Savior LLC 220.22%0.23%0.25%Q1 2021Q2 20212
Hayden Royal, LLC 220.47%0.47%0.48%Q1 2021Q2 20212
LEVEL FOUR ADVISORY SERVICES, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
Kestra Advisory Services, LLC 220.00%0.00%0.00%Q3 2021Q4 20212
TWO SIGMA SECURITIES, LLC 110.00%0.01%0.02%Q3 2017Q4 20182
Econ Financial Services Corp 220.30%0.31%0.31%Q4 2018Q1 20192
Triumph Capital Management 220.38%0.51%0.64%Q4 2021Q1 20222
WealthPLAN Partners, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Leelyn Smith, LLC 110.13%0.14%0.16%Q2 2021Q1 20232
Virtu KCG Holdings LLC 220.01%0.02%0.02%Q4 2016Q1 20172
NEXT Financial Group, Inc 220.00%0.00%0.00%Q2 2014Q3 20142
ONE PLUS ONE WEALTH MANAGEMENT, LLC 222.46%2.81%3.17%Q4 2022Q1 20232
Onyx Bridge Wealth Group LLC 220.16%0.47%0.77%Q4 2022Q1 20232
Farther Finance Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Strategic Blueprint, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 110.00%0.00%0.00%Q1 2022Q1 20221
Virtu Financial LLC 110.01%0.01%0.01%Q3 2017Q3 20171
BB&T SECURITIES, LLC 110.03%0.03%0.03%Q3 2014Q3 20141
JPMORGAN CHASE & CO 110.00%0.00%0.00%Q4 2022Q4 20221
Nachman Norwood & Parrott, Inc 110.00%0.00%0.00%Q3 2020Q3 20201
HAYS ADVISORY LLC 112.78%2.78%2.78%Q2 2014Q2 20141
Kraft, Davis & Associates, LLC 110.46%0.46%0.46%Q4 2022Q4 20221
FIFTH THIRD BANCORP 110.00%0.00%0.00%Q1 2015Q1 20151
Creative Planning 110.00%0.00%0.00%Q3 2016Q3 20161
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Laurel Wealth Advisors, Inc. 110.11%0.11%0.11%Q4 2015Q4 20151
NBC SECURITIES, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
B. Riley Wealth Advisors, Inc. 110.00%0.00%0.00%Q4 2014Q4 20141
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
HRT FINANCIAL LP 110.22%0.22%0.22%Q2 2015Q2 20151
Ground Swell Capital, LLC 110.08%0.08%0.08%Q2 2014Q2 20141
Private Capital Group, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Cetera Advisors LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Rockefeller Capital Management L.P. 110.00%0.00%0.00%Q4 2022Q4 20221
Banque Cantonale Vaudoise 110.00%0.00%0.00%Q2 2021Q2 20211
NATIONAL PLANNING CORP 110.00%0.00%0.00%Q4 2014Q4 20141
Pinnacle Family Advisors, LLC 111.24%1.24%1.24%Q1 2023Q1 20231
Portfolio Solutions, LLC 110.00%0.00%0.00%Q1 2017Q1 20171
StoneX Group Inc. 110.16%0.16%0.16%Q3 2018Q3 20181
Cornerstone Advisory, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Sterling Manor Financial, LLC 111.24%1.24%1.24%Q1 2023Q1 20231
OLD MISSION CAPITAL LLC 110.08%0.08%0.08%Q1 2021Q1 20211
B. Riley Wealth Management, Inc. 110.05%0.05%0.05%Q2 2014Q2 20141
US BANCORP \DE\ 110.00%0.00%0.00%Q1 2023Q1 20231
DRW Securities, LLC 110.08%0.08%0.08%Q2 2014Q2 20141
Wealthcare Advisory Partners LLC 110.03%0.03%0.03%Q1 2023Q1 20231
HL FINANCIAL SERVICES LLC 110.01%0.01%0.01%Q1 2014Q1 20141
First Allied Advisory Services, Inc. 110.00%0.00%0.00%Q3 2019Q3 20191
CIBC WORLD MARKET INC. 110.00%0.00%0.00%Q2 2021Q2 20211
Placemark Investments, Inc. 110.00%0.00%0.00%Q2 2014Q2 20141
Visionary Asset Management, Inc. 110.15%0.15%0.15%Q2 2014Q2 20141
Merit Financial Group, LLC 110.25%0.25%0.25%Q4 2019Q4 20191
AE Wealth Management LLC 110.06%0.06%0.06%Q1 2023Q1 20231
Kovack Advisors, Inc. 110.03%0.03%0.03%Q2 2021Q2 20211
EPG Wealth Management LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Valeo Financial Advisors, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
External links

This page lists all the filers that currently own FIRST TR EXCNGE TRD ALPHADEX or have owned FIRST TR EXCNGE TRD ALPHADEX in the past.