FIRST TR ENERGY INFRASTRCTR shareholder history

Current and past FIRST TR ENERGY INFRASTRCTR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Advisors Asset Management, Inc. 42420.03%0.16%0.31%Q2 2013Q3 202342
GUGGENHEIM CAPITAL LLC 42420.00%0.02%0.04%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.00%0.01%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.00%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.00%0.00%0.00%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.00%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.01%Q2 2013Q3 202342
LPL Financial LLC 42420.00%0.01%0.03%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 39390.00%0.01%0.02%Q1 2014Q3 202339
STIFEL FINANCIAL CORP 3170.00%0.00%0.02%Q1 2014Q3 202338
Sterneck Capital Management, LLC 37370.19%0.55%0.96%Q2 2013Q2 202237
UBS Group AG 36360.00%0.00%0.00%Q4 2014Q3 202336
Invesco Ltd. 3140.00%0.00%0.00%Q3 2014Q3 202335
Raymond James Financial Services Advisors, Inc. 1410.00%0.00%0.02%Q1 2015Q3 202332
AMERIPRISE FINANCIAL INC 2720.00%0.00%0.00%Q2 2013Q3 202329
Armor Investment Advisors, LLC 28280.58%1.56%2.38%Q4 2016Q3 202328
Coastal Bridge Advisors, LLC 28280.04%0.21%0.41%Q4 2015Q3 202228
BENJAMIN F. EDWARDS & COMPANY, INC. 1430.00%0.01%0.04%Q2 2013Q3 202328
LADENBURG THALMANN FINANCIAL SERVICES INC. 26260.00%0.00%0.01%Q3 2013Q4 201926
Partnervest Advisory Services LLC 2060.07%0.18%0.39%Q2 2013Q1 202026
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.00%0.01%Q4 2017Q3 202324
OPPENHEIMER & CO INC 2010.01%0.01%0.02%Q2 2013Q1 202024
COHEN & STEERS, INC. 1570.00%0.01%0.01%Q2 2013Q3 202322
Thomas J. Herzfeld Advisors, Inc. 22220.01%0.61%1.86%Q3 2014Q4 201922
Steward Partners Investment Advisory, LLC 1840.00%0.01%0.02%Q4 2017Q3 202322
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
Janney Montgomery Scott LLC 1280.00%0.00%0.01%Q3 2013Q3 202320
Moloney Securities Asset Management, LLC 20200.14%0.20%0.33%Q4 2018Q3 202320
KAYNE ANDERSON CAPITAL ADVISORS LP 19190.00%0.04%0.07%Q1 2019Q3 202319
SII INVESTMENTS INC/WI 19190.03%0.07%0.25%Q2 2013Q4 201719
ENVESTNET ASSET MANAGEMENT INC 810.00%0.00%0.00%Q4 2014Q3 202319
American Portfolios Advisors 18180.00%0.00%0.00%Q1 2018Q2 202218
IFP Advisors, Inc 1210.00%0.00%0.01%Q4 2015Q2 202318
D.A. DAVIDSON & CO. 17170.00%0.00%0.01%Q2 2013Q2 201717
AdvisorNet Financial, Inc 16160.00%0.01%0.06%Q1 2018Q4 202116
Sowell Financial Services LLC 710.00%0.04%0.08%Q3 2018Q3 202316
HighTower Advisors, LLC 810.00%0.01%0.04%Q2 2013Q1 202215
DOLIVER ADVISORS, LP 410.12%0.48%1.68%Q3 2013Q4 201815
CITIGROUP INC 710.00%0.00%0.00%Q3 2013Q3 202115
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
Advisor Group, Inc. 15150.00%0.01%0.01%Q2 2016Q4 201915
Kingsview Wealth Management, LLC 960.04%0.08%0.22%Q4 2019Q3 202315
WOLVERINE ASSET MANAGEMENT LLC 310.00%0.00%0.02%Q2 2014Q1 202314
Anchor Investment Management, LLC 14140.00%0.00%0.00%Q1 2020Q2 202314
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 14140.11%0.42%0.57%Q3 2017Q4 202014
Latash Investments, LLC 1040.27%0.40%0.49%Q4 2019Q3 202314
Financial Architects, Inc 850.00%0.00%0.01%Q2 2014Q4 201713
RIVERNORTH CAPITAL MANAGEMENT, LLC 13130.06%0.11%0.20%Q3 2020Q3 202313
Wealthspire Advisors, LLC 1210.06%0.21%0.28%Q1 2020Q3 202313
Prospera Financial Services Inc 1210.02%0.03%0.04%Q2 2020Q3 202313
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
Glassman Wealth Services 12120.02%0.15%0.44%Q3 2015Q2 201812
Kesler, Norman & Wride, LLC 12120.04%0.10%0.26%Q4 2020Q3 202312
Magnus Financial Group LLC 12120.07%0.17%0.21%Q4 2020Q3 202312
EnTrustPermal Management LLC 12122.05%2.70%3.31%Q2 2013Q1 201612
CORNERSTONE ADVISORS INC 810.00%0.34%0.83%Q1 2014Q4 202111
Quantedge Capital Pte Ltd 11110.14%0.39%1.00%Q4 2020Q2 202311
Rockefeller Capital Management L.P. 910.00%0.00%0.00%Q3 2019Q2 202311
Cardan Capital Partners, LLC 11110.03%0.06%0.08%Q1 2016Q3 201811
Spire Wealth Management 11110.00%0.00%0.00%Q1 2021Q3 202311
DEUTSCHE BANK AG\ 11110.00%0.00%0.00%Q3 2013Q1 201611
NOTTINGHAM ADVISORS, INC. 11110.03%0.04%0.06%Q1 2021Q3 202311
Pathway Financial Advisors LLC 830.13%0.31%0.52%Q3 2020Q3 202311
HARBOUR INVESTMENTS, INC. 640.00%0.00%0.00%Q1 2021Q3 202310
UNITED CAPITAL FINANCIAL ADVISORS, LLC 10100.00%0.00%0.00%Q3 2016Q4 201810
Parallel Advisors, LLC 10100.00%0.00%0.00%Q2 2020Q3 202210
Cornerstone Advisors, LLC 820.01%0.07%0.12%Q2 2020Q4 202210
Atria Investments, Inc 990.04%0.06%0.09%Q2 2013Q2 20159
Veritable, L.P. 990.00%0.00%0.00%Q2 2021Q2 20239
Shaker Financial Services, LLC 990.07%0.18%0.25%Q2 2021Q2 20239
Formidable Asset Management, LLC 990.01%0.01%0.01%Q3 2013Q3 20159
First Horizon Advisors, Inc. 990.00%0.00%0.00%Q1 2019Q1 20219
J.P. Morgan Private Wealth Advisors LLC 990.00%0.00%0.00%Q2 2018Q2 20209
Exchange Capital Management, Inc. 880.01%0.01%0.02%Q2 2013Q1 20158
Allworth Financial LP 880.00%0.00%0.00%Q4 2021Q3 20238
Stratos Wealth Partners, LTD. 310.00%0.01%0.06%Q4 2014Q2 20208
Transform Wealth, LLC 880.03%0.09%0.25%Q2 2016Q1 20188
BB&T SECURITIES, LLC 320.00%0.01%0.01%Q2 2013Q2 20178
Capital Advisors Wealth Management, LLC 880.04%0.05%0.05%Q4 2021Q3 20238
Retirement Planning Co of New England, Inc. 880.42%0.60%0.68%Q4 2021Q3 20238
Walleye Capital LLC 410.00%0.02%0.04%Q2 2020Q3 20227
Tower Research Capital LLC (TRC) 210.00%0.00%0.00%Q2 2013Q4 20217
NEXT Financial Group, Inc 210.00%0.00%0.01%Q2 2014Q4 20217
TFS CAPITAL LLC 210.04%0.05%0.09%Q3 2013Q4 20166
MARK SHEPTOFF FINANCIAL PLANNING, LLC 330.00%0.00%0.01%Q4 2018Q4 20206
OPTIMUM INVESTMENT ADVISORS 660.02%0.02%0.02%Q3 2013Q4 20146
Walleye Trading LLC 660.00%0.00%0.00%Q3 2020Q4 20216
Karpus Management, Inc. 330.03%0.07%0.14%Q4 2014Q3 20196
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 660.01%0.01%0.03%Q4 2013Q1 20156
Quad-Cities Investment Group, LLC 660.00%0.02%0.04%Q2 2018Q3 20196
Robertson Stephens Wealth Management, LLC 660.02%0.04%0.06%Q2 2020Q3 20216
FRONTIER INVESTMENT MGMT CO 660.01%0.02%0.02%Q1 2019Q2 20206
RMB Capital Management, LLC 410.01%0.02%0.04%Q3 2015Q3 20206
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
Golden State Wealth Management, LLC 310.00%0.01%0.04%Q1 2019Q1 20226
Saba Capital Management, L.P. 550.01%0.23%0.41%Q3 2022Q3 20235
ELEMENT POINTE ADVISORS, LLC 550.06%0.11%0.14%Q1 2019Q1 20205
MSI Financial Services Inc 550.00%0.00%0.00%Q4 2015Q4 20165
AXXCESS WEALTH MANAGEMENT, LLC 550.04%0.06%0.07%Q3 2022Q3 20235
Matisse Capital 550.10%0.11%0.13%Q2 2020Q2 20215
Cetera Advisor Networks LLC 410.00%0.00%0.00%Q2 2020Q2 20225
BANK OF MONTREAL /CAN/ 210.00%0.00%0.00%Q3 2013Q3 20235
Private Advisor Group, LLC 410.00%0.01%0.01%Q4 2016Q2 20205
Beta Wealth Group, Inc. 550.25%0.29%0.33%Q4 2020Q4 20215
PARAMETRIC PORTFOLIO ASSOCIATES LLC 550.00%0.00%0.00%Q1 2021Q1 20225
Coe Capital Management, LLC 440.07%0.18%0.26%Q4 2014Q3 20154
Private Ocean, LLC 440.01%0.01%0.02%Q4 2022Q3 20234
PNC FINANCIAL SERVICES GROUP, INC. 210.00%0.00%0.00%Q4 2013Q2 20204
Farther Finance Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Weiss Asset Management LP 110.02%0.41%1.46%Q4 2014Q4 20184
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 210.01%0.05%0.10%Q4 2015Q4 20204
Simplicity Solutions, LLC 220.01%0.21%0.52%Q2 2015Q1 20194
Commonwealth Equity Services, Inc 440.00%0.01%0.01%Q4 2016Q3 20174
FMR LLC 110.00%0.00%0.00%Q3 2018Q1 20224
Next Capital Management LLC 440.03%0.03%0.03%Q4 2018Q3 20194
WASHINGTON TRUST Co 440.00%0.00%0.00%Q3 2020Q2 20214
WFG Advisors, LP 440.01%0.01%0.01%Q3 2016Q2 20174
FIRST HAWAIIAN BANK 330.00%0.00%0.00%Q3 2018Q1 20193
Global Endowment Management, LP 330.04%0.04%0.04%Q1 2014Q3 20143
Atria Wealth Solutions, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
Bison Wealth, LLC 210.03%0.06%0.12%Q2 2015Q3 20233
LVW Advisors, LLC 330.13%0.17%0.21%Q4 2014Q2 20153
CreativeOne Wealth, LLC 210.01%0.03%0.04%Q4 2020Q4 20213
Sigma Planning Corp 330.02%0.02%0.02%Q2 2016Q4 20163
Citadel Advisors 330.00%0.00%0.00%Q4 2018Q2 20193
1776 Wealth LLC 330.09%0.15%0.21%Q4 2019Q2 20203
Creative Planning 330.00%0.00%0.00%Q4 2016Q2 20173
SUSQUEHANNA INTERNATIONAL GROUP, LLP 110.00%0.00%0.00%Q2 2017Q2 20183
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 330.00%0.00%0.00%Q1 2023Q3 20233
HL FINANCIAL SERVICES LLC 330.02%0.02%0.02%Q3 2015Q1 20163
OTA Financial Group L.P. 110.23%0.27%0.33%Q3 2013Q4 20223
Ameritas Investment Company, LLC 110.00%0.00%0.00%Q4 2018Q1 20203
Wealthspire Advisors, L.P. 330.10%0.13%0.16%Q1 2020Q3 20203
FNY Investment Advisers, LLC 110.00%0.01%0.03%Q1 2021Q3 20223
USCA RIA LLC 330.09%0.10%0.11%Q4 2014Q2 20153
Orca Investment Management, LLC 330.32%0.45%0.67%Q4 2013Q2 20143
Disciplined Investments, LLC 210.00%0.00%0.00%Q3 2020Q2 20223
MARINER INVESTMENT GROUP LLC 330.45%0.57%0.64%Q1 2021Q3 20213
Private Wealth Partners, LLC 330.88%1.04%1.23%Q2 2013Q4 20133
NORTHWEST WEALTH MANAGEMENT, LLC 220.01%0.01%0.01%Q1 2018Q2 20182
SHEPHERD KAPLAN KROCHUK, LLC 220.04%0.04%0.04%Q2 2016Q3 20162
BECK CAPITAL MANAGEMENT, LLC 220.21%0.27%0.34%Q2 2014Q3 20142
Almitas Capital LLC 220.00%0.10%0.20%Q3 2022Q4 20222
JPMORGAN CHASE & CO 110.00%0.00%0.00%Q4 2022Q3 20232
Virtu Financial LLC 110.02%0.02%0.02%Q2 2019Q4 20192
SIGNATUREFD, LLC 110.01%0.01%0.02%Q4 2013Q3 20142
Wealthcare Advisory Partners LLC 220.00%0.00%0.00%Q1 2019Q2 20192
Kavar Capital Partners, LLC 220.02%0.02%0.02%Q1 2018Q2 20182
Eagle Bay Advisors LLC 220.01%0.01%0.01%Q2 2023Q3 20232
DAYMARK WEALTH PARTNERS, LLC 220.01%0.02%0.02%Q1 2023Q2 20232
FIFTH THIRD BANCORP 220.00%0.00%0.00%Q2 2014Q3 20142
Elequin Capital, LP 220.01%0.02%0.03%Q4 2022Q1 20232
SUNTRUST BANKS INC 220.00%0.00%0.00%Q1 2017Q2 20172
Chicago Partners Investment Group LLC 220.00%0.00%0.00%Q2 2018Q3 20182
Valley Brook Capital Group, Inc. 220.01%0.01%0.01%Q4 2020Q1 20212
Carnick & Kubik, LLC 110.02%0.03%0.05%Q3 2015Q1 20162
SG Americas Securities, LLC 110.00%0.01%0.01%Q4 2014Q4 20152
Costello Asset Management, INC 220.00%0.01%0.01%Q2 2020Q3 20202
Hayden Royal, LLC 220.07%0.10%0.13%Q4 2019Q1 20202
STIFEL NICOLAUS & CO INC \MO\ 220.02%0.03%0.03%Q2 2013Q3 20132
GOLDMAN SACHS GROUP INC 110.00%0.00%0.00%Q2 2021Q2 20211
MILLENNIUM MANAGEMENT LLC 110.00%0.00%0.00%Q4 2018Q4 20181
RGT Wealth Advisors, LLC 110.04%0.04%0.04%Q3 2020Q3 20201
Paloma Partners Management Co 110.02%0.02%0.02%Q4 2013Q4 20131
US BANCORP \DE\ 110.00%0.00%0.00%Q1 2016Q1 20161
Moors & Cabot, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
Allegis Investment Advisors, LLC 110.03%0.03%0.03%Q4 2015Q4 20151
Claraphi Advisory Network, LLC 110.18%0.18%0.18%Q4 2022Q4 20221
Anfield Capital Management, LLC 110.34%0.34%0.34%Q1 2020Q1 20201
NOMURA HOLDINGS INC 110.00%0.00%0.00%Q2 2013Q2 20131
OUTFITTER FINANCIAL LLC 110.00%0.00%0.00%Q4 2021Q4 20211
BESSEMER GROUP INC 110.00%0.00%0.00%Q3 2022Q3 20221
PATHSTONE FAMILY OFFICE, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
PineBridge Investments, L.P. 110.00%0.00%0.00%Q3 2023Q3 20231
WHITTIER TRUST CO 110.00%0.00%0.00%Q2 2017Q2 20171
Salient Capital Advisors, LLC 110.05%0.05%0.05%Q4 2013Q4 20131
Larson Financial Group LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Livingston Group Asset Management CO (operating as Southport Capital Management) 110.00%0.00%0.00%Q3 2018Q3 20181
ALLIANCEBERNSTEIN L.P. 110.00%0.00%0.00%Q1 2014Q1 20141
NBC SECURITIES, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
NINE MASTS CAPITAL Ltd 110.01%0.01%0.01%Q1 2018Q1 20181
Ameritas Advisory Services, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
ACG Wealth 110.02%0.02%0.02%Q1 2020Q1 20201
TD Capital Management LLC 110.00%0.00%0.00%Q2 2016Q2 20161
Ionic Capital Management LLC 110.01%0.01%0.01%Q4 2015Q4 20151
MANAGED ACCOUNT ADVISORS LLC 110.00%0.00%0.00%Q1 2015Q1 20151
Sunbelt Securities, Inc. 110.02%0.02%0.02%Q4 2020Q4 20201
M&T BANK CORP 110.00%0.00%0.00%Q1 2017Q1 20171
NORTHERN TRUST CORP 110.00%0.00%0.00%Q3 2022Q3 20221
Baird Financial Group, Inc. 110.00%0.00%0.00%Q4 2015Q4 20151
Atomi Financial Group, Inc. 110.10%0.10%0.10%Q3 2023Q3 20231
Founders Financial Alliance, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 110.03%0.03%0.03%Q3 2015Q3 20151
WEDBUSH SECURITIES INC 110.04%0.04%0.04%Q3 2016Q3 20161
External links

This page lists all the filers that currently own FIRST TR ENERGY INFRASTRCTR or have owned FIRST TR ENERGY INFRASTRCTR in the past.