FIRST TR EXCHANGE TRADED FD shareholder history

Current and past FIRST TR EXCHANGE TRADED FD shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
MORGAN STANLEY 39390.00%0.00%0.01%Q1 2014Q3 202339
UBS Group AG 36360.00%0.01%0.02%Q4 2014Q3 202336
HighTower Advisors, LLC 36360.00%0.01%0.02%Q4 2014Q3 202336
ROYAL BANK OF CANADA 2870.00%0.00%0.00%Q3 2014Q3 202335
Cambridge Investment Research Advisors, Inc. 33330.00%0.01%0.05%Q3 2015Q3 202333
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1210.00%0.00%0.00%Q4 2014Q3 202331
RAYMOND JAMES & ASSOCIATES 1380.00%0.01%0.02%Q1 2014Q3 202329
Geneos Wealth Management Inc. 28280.00%0.01%0.05%Q4 2016Q3 202328
LPL Financial LLC 28280.00%0.01%0.04%Q4 2016Q3 202328
BANK OF AMERICA CORP /DE/ 2610.00%0.00%0.01%Q1 2014Q2 202227
IFP Advisors, Inc 1790.00%0.01%0.07%Q4 2016Q3 202326
COMMONWEALTH EQUITY SERVICES, LLC 24240.01%0.01%0.02%Q4 2017Q3 202324
JANE STREET GROUP, LLC 920.00%0.00%0.01%Q2 2014Q3 202323
CITIGROUP INC 1660.00%0.00%0.00%Q3 2016Q3 202322
LADENBURG THALMANN FINANCIAL SERVICES INC. 21210.00%0.00%0.02%Q4 2014Q4 201921
Raymond James Financial Services Advisors, Inc. 1010.00%0.01%0.06%Q1 2017Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
Citadel Advisors 610.00%0.00%0.00%Q4 2014Q3 202321
WELLS FARGO & COMPANY/MN 1710.00%0.00%0.00%Q2 2014Q3 202320
BENJAMIN F. EDWARDS & COMPANY, INC. 19190.03%0.07%0.09%Q1 2019Q3 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
OPPENHEIMER & CO INC 1320.01%0.01%0.01%Q2 2018Q3 202318
Private Advisor Group, LLC 410.00%0.01%0.05%Q3 2014Q3 202318
Sigma Planning Corp 1020.01%0.04%0.17%Q1 2017Q3 202316
Janney Montgomery Scott LLC 970.00%0.00%0.01%Q4 2016Q3 202316
STIFEL FINANCIAL CORP 1240.00%0.00%0.01%Q3 2019Q3 202316
Tower Research Capital LLC (TRC) 1010.00%0.00%0.01%Q1 2014Q1 202215
OSAIC HOLDINGS, INC. 15150.00%0.01%0.01%Q1 2020Q3 202315
Well Done, LLC 14140.09%0.16%0.21%Q2 2020Q3 202314
Stratos Wealth Partners, LTD. 720.01%0.01%0.01%Q3 2017Q3 202314
Advisor Group, Inc. 13130.00%0.00%0.01%Q4 2016Q4 201913
Kestra Advisory Services, LLC 13130.01%0.03%0.14%Q3 2020Q3 202313
Capital Wealth Alliance, LLC 11110.56%0.76%0.98%Q1 2021Q3 202311
ENVESTNET ASSET MANAGEMENT INC 510.00%0.00%0.00%Q3 2015Q3 202311
Cetera Advisor Networks LLC 810.00%0.02%0.03%Q1 2017Q3 202311
J.P. Morgan Private Wealth Advisors LLC 410.00%0.00%0.00%Q3 2018Q3 202311
Ameritas Investment Company, LLC 920.00%0.06%0.09%Q4 2018Q3 202111
CAPTRUST FINANCIAL ADVISORS 920.00%0.00%0.00%Q2 2019Q2 202211
TSFG, LLC 11110.01%0.03%0.05%Q1 2021Q3 202311
HBW ADVISORY SERVICES LLC 11110.31%0.41%0.54%Q1 2021Q3 202311
AVANTAX ADVISORY SERVICES, INC. 10100.02%0.04%0.05%Q2 2021Q3 202310
Gladstone Institutional Advisory LLC 10100.03%0.10%0.28%Q2 2021Q3 202310
MRA Advisory Group 10101.94%2.72%3.41%Q2 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.01%0.15%0.22%Q1 2021Q3 202310
Clearwater Capital Advisors, LLC 10100.05%0.26%0.36%Q1 2017Q2 201910
JPMORGAN CHASE & CO 520.00%0.00%0.01%Q4 2017Q3 202310
Steward Partners Investment Advisory, LLC 910.00%0.00%0.01%Q1 2021Q3 202310
Alpha Omega Group, Inc. 10106.24%8.95%14.03%Q2 2021Q3 202310
KESTRA PRIVATE WEALTH SERVICES, LLC 10100.02%0.03%0.04%Q2 2021Q3 202310
DEUTSCHE BANK AG\ 640.00%0.00%0.00%Q1 2014Q2 201910
Accel Wealth Management 990.01%0.02%0.02%Q1 2021Q1 20239
JFS WEALTH ADVISORS, LLC 990.00%0.00%0.00%Q3 2021Q3 20239
GOLDMAN SACHS GROUP INC 990.00%0.00%0.00%Q3 2021Q3 20239
USCA RIA LLC 610.02%0.11%0.22%Q4 2014Q2 20219
U.S. Capital Wealth Advisors, LLC 990.02%0.02%0.03%Q3 2021Q3 20239
WFG Advisors, LP 990.00%0.01%0.02%Q2 2015Q2 20179
B. Riley Wealth Advisors, Inc. 990.01%0.01%0.02%Q3 2021Q3 20239
First Allied Advisory Services, Inc. 810.01%0.03%0.08%Q4 2016Q3 20199
Good Life Advisors, LLC 530.03%0.03%0.04%Q3 2021Q3 20238
PCG Wealth Advisors, LLC 880.48%0.88%1.21%Q4 2021Q3 20238
Financial Advocates Investment Management 440.03%0.06%0.10%Q4 2017Q3 20238
AE Wealth Management LLC 880.00%0.00%0.00%Q4 2021Q3 20238
AlphaMark Advisors, LLC 880.00%0.02%0.04%Q4 2021Q3 20238
Bickling Financial Services, Inc. 880.13%0.15%0.19%Q1 2021Q4 20228
CWM, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
Quad-Cities Investment Group, LLC 880.13%0.17%0.21%Q4 2021Q3 20238
Capital Advisors, Ltd. LLC 880.02%0.03%0.03%Q4 2021Q3 20238
Ameritas Advisory Services, LLC 880.07%0.12%0.28%Q4 2021Q3 20238
MSI Financial Services Inc 620.00%0.00%0.02%Q4 2014Q4 20168
Lee Financial Co 770.01%0.02%0.02%Q1 2022Q3 20237
American Portfolios Advisors 610.01%0.02%0.04%Q4 2019Q3 20227
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 320.00%0.03%0.04%Q4 2020Q3 20237
Virtu Financial LLC 770.02%0.04%0.07%Q4 2016Q2 20187
THEORY FINANCIAL LLC 432.10%2.36%2.55%Q4 2021Q3 20237
FMR LLC 310.00%0.00%0.00%Q4 2018Q3 20236
Rockefeller Capital Management L.P. 660.00%0.00%0.00%Q3 2021Q4 20226
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 660.00%0.00%0.01%Q2 2022Q3 20236
PNC FINANCIAL SERVICES GROUP, INC. 510.00%0.00%0.00%Q1 2021Q4 20226
AMERIPRISE FINANCIAL INC 420.00%0.00%0.00%Q2 2014Q3 20176
THRIVENT FINANCIAL FOR LUTHERANS 660.00%0.00%0.00%Q3 2014Q4 20156
J Arnold Wealth Management Co 510.04%0.32%1.32%Q4 2019Q2 20216
IHT Wealth Management, LLC 310.01%0.11%0.40%Q1 2018Q3 20236
AMERICAN INTERNATIONAL GROUP, INC. 660.00%0.00%0.00%Q4 2014Q1 20166
Advisory Services Network, LLC 410.00%0.01%0.03%Q2 2021Q3 20235
BARRETT & COMPANY, INC. 550.00%0.00%0.00%Q3 2022Q3 20235
CREATIVE FINANCIAL DESIGNS INC /ADV 550.00%0.00%0.00%Q3 2022Q3 20235
Founders Financial Alliance, LLC 320.00%0.00%0.00%Q2 2022Q3 20235
Private Advisory Group LLC 550.06%0.06%0.07%Q3 2022Q3 20235
Csenge Advisory Group 410.31%0.34%0.39%Q2 2021Q3 20235
MML INVESTORS SERVICES, LLC 320.00%0.00%0.01%Q2 2017Q3 20235
Clarus Wealth Advisors 550.03%0.06%0.11%Q2 2018Q2 20195
STEPHENS INC /AR/ 320.02%0.06%0.08%Q4 2016Q2 20235
DB Wealth Management Group, LLC 550.02%0.03%0.03%Q3 2022Q3 20235
IFC Holdings Incorporated/FL 550.03%0.08%0.15%Q4 2016Q4 20175
Atria Wealth Solutions, Inc. 210.01%0.01%0.01%Q1 2022Q3 20235
NORTHWEST WEALTH MANAGEMENT, LLC 550.02%0.02%0.03%Q1 2018Q1 20195
SPC Financial, Inc. 440.32%0.36%0.39%Q4 2022Q3 20234
CASCADE INVESTMENT GROUP, INC. 440.42%0.43%0.44%Q4 2022Q3 20234
NewEdge Advisors, LLC 440.01%0.03%0.04%Q4 2022Q3 20234
Sterling Manor Financial, LLC 442.27%3.85%5.81%Q4 2020Q3 20214
SIGNATUREFD, LLC 310.00%0.00%0.00%Q1 2018Q3 20234
Creative Planning 440.00%0.00%0.00%Q3 2016Q2 20174
Claraphi Advisory Network, LLC 310.19%0.31%0.56%Q2 2021Q4 20224
WEDBUSH SECURITIES INC 440.01%0.02%0.03%Q4 2022Q3 20234
ICA Group Wealth Management, LLC 440.87%1.20%1.47%Q4 2022Q3 20234
Jaffetilchin Investment Partners, LLC 440.54%0.62%0.81%Q1 2021Q4 20214
MONEY CONCEPTS CAPITAL CORP 210.00%0.00%0.00%Q1 2021Q4 20224
Cedar Brook Financial Partners, LLC 440.06%0.13%0.18%Q4 2022Q3 20234
Migdal Insurance & Financial Holdings Ltd. 440.00%0.00%0.00%Q3 2018Q2 20194
SG Americas Securities, LLC 310.00%0.01%0.01%Q3 2016Q3 20174
HARBOR INVESTMENT ADVISORY, LLC 440.00%0.00%0.00%Q1 2021Q4 20214
OneDigital Investment Advisors LLC 440.01%0.01%0.02%Q1 2021Q4 20214
TRUIST FINANCIAL CORP 440.00%0.00%0.00%Q4 2022Q3 20234
Atlas Wealth LLC 440.97%1.09%1.32%Q4 2022Q3 20234
Avior Wealth Management, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Equitable Holdings, Inc. 330.01%0.02%0.04%Q1 2023Q3 20233
Covestor Ltd 330.00%0.00%0.00%Q1 2023Q3 20233
Fulcrum Equity Management 210.88%1.93%2.68%Q2 2021Q1 20233
OLD MISSION CAPITAL LLC 210.04%0.04%0.06%Q2 2021Q2 20223
McAdam, LLC 330.00%0.00%0.00%Q1 2018Q3 20183
Garden State Investment Advisory Services LLC 330.19%0.35%0.47%Q1 2023Q3 20233
Koshinski Asset Management, Inc. 330.00%0.00%0.00%Q3 2021Q1 20223
Gradient Investments LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Portfolio Strategies, Inc. 330.63%0.65%0.68%Q1 2023Q3 20233
Snowden Capital Advisors LLC 210.00%0.00%0.01%Q3 2019Q4 20213
RiverTree Advisors, LLC 331.36%1.44%1.53%Q1 2023Q3 20233
Fragasso Group Inc. 330.14%5.56%8.70%Q3 2014Q1 20153
Commonwealth Equity Services, Inc 330.00%0.00%0.00%Q1 2017Q3 20173
Total Clarity Wealth Management, Inc. 330.24%0.35%0.53%Q1 2023Q3 20233
Coppell Advisory Solutions LLC 210.00%0.00%0.00%Q4 2022Q3 20233
TrinityPoint Wealth, LLC 330.10%0.16%0.20%Q3 2021Q1 20223
BAROMETER CAPITAL MANAGEMENT INC. 330.19%0.22%0.25%Q1 2023Q3 20233
Stonebridge Financial Planning Group, LLC 330.00%0.00%0.00%Q2 2021Q4 20213
CREDIT SUISSE AG/ 220.00%0.00%0.00%Q4 2017Q1 20182
REGIONS FINANCIAL CORP 220.00%0.00%0.00%Q4 2018Q1 20192
NEXT Financial Group, Inc 220.01%0.01%0.01%Q4 2016Q1 20172
US BANCORP \DE\ 220.00%0.00%0.00%Q2 2023Q3 20232
Cherry Tree Wealth Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
LEVEL FOUR ADVISORY SERVICES, LLC 220.07%0.07%0.07%Q1 2023Q2 20232
Cresset Asset Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Cetera Investment Advisers 220.01%0.01%0.01%Q2 2023Q3 20232
Global Strategic Investment Solutions, LLC 220.12%0.14%0.17%Q4 2018Q1 20192
RAYMOND JAMES TRUST N.A. 220.01%0.01%0.01%Q2 2023Q3 20232
Cetera Advisors LLC 110.00%0.00%0.00%Q1 2019Q3 20232
CENTAURUS FINANCIAL, INC. 220.01%0.01%0.01%Q4 2022Q1 20232
Global Retirement Partners, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
NWAM LLC 220.22%0.35%0.49%Q2 2023Q3 20232
NewEdge Wealth, LLC 220.01%0.01%0.02%Q2 2023Q3 20232
GREAT VALLEY ADVISOR GROUP, INC. 220.01%0.01%0.01%Q2 2023Q3 20232
NORTHSTAR WEALTH PARTNERS LLC 110.34%0.48%0.63%Q1 2017Q1 20182
UBS AG 220.00%0.00%0.00%Q2 2014Q3 20142
Riggs Asset Managment Co. Inc. 221.35%1.36%1.37%Q2 2023Q3 20232
Parallel Advisors, LLC 220.00%0.00%0.00%Q2 2022Q3 20222
Integrated Wealth Concepts LLC 220.03%0.03%0.03%Q3 2021Q4 20212
Baird Financial Group, Inc. 220.00%0.00%0.00%Q1 2021Q2 20212
Wealthcare Advisory Partners LLC 220.01%0.01%0.01%Q2 2023Q3 20232
LexAurum Advisors, LLC 220.36%0.38%0.41%Q4 2017Q1 20182
Gupta Wealth Management LLC 220.00%0.00%0.00%Q1 2015Q2 20152
QUADRANT CAPITAL GROUP LLC 220.00%0.00%0.00%Q1 2021Q2 20212
Coppell Advisory Solutions Corp. 110.00%0.00%0.00%Q4 2022Q4 20221
Ignite Planners, LLC 110.12%0.12%0.12%Q3 2023Q3 20231
First Horizon Advisors, Inc. 110.00%0.00%0.00%Q2 2021Q2 20211
Atomi Financial Group, Inc. 110.16%0.16%0.16%Q3 2023Q3 20231
Fiduciary Alliance LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Paulson Wealth Management Inc. 110.00%0.00%0.00%Q4 2017Q4 20171
Envestnet Portfolio Solutions, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Savior LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Annis Gardner Whiting Capital Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
TWO SIGMA INVESTMENTS, LP 110.00%0.00%0.00%Q3 2023Q3 20231
Evercore Wealth Management, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
Herold Advisors, Inc. 110.09%0.09%0.09%Q3 2023Q3 20231
NBC SECURITIES, INC. 110.05%0.05%0.05%Q3 2023Q3 20231
WealthBridge Capital Management, LLC 110.26%0.26%0.26%Q3 2023Q3 20231
FLOW TRADERS U.S. LLC 110.03%0.03%0.03%Q3 2021Q3 20211
Global Assets Advisory, LLC 110.35%0.35%0.35%Q3 2023Q3 20231
PSI Advisors, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Lokken Investment Group LLC 111.71%1.71%1.71%Q3 2023Q3 20231
Winslow, Evans & Crocker, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
Legacy Capital Group California, Inc. 110.84%0.84%0.84%Q1 2023Q1 20231
Southland Equity Partners LLC 110.14%0.14%0.14%Q1 2023Q1 20231
COLUMBIA ADVISORY PARTNERS LLC 110.22%0.22%0.22%Q1 2022Q1 20221
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
HCR Wealth Advisors 110.00%0.00%0.00%Q2 2020Q2 20201
FIFTH THIRD BANCORP 110.00%0.00%0.00%Q1 2016Q1 20161
Redhawk Wealth Advisors, Inc. 110.14%0.14%0.14%Q4 2022Q4 20221
HRT FINANCIAL LP 110.00%0.00%0.00%Q1 2023Q1 20231
Ground Swell Capital, LLC 110.01%0.01%0.01%Q3 2014Q3 20141
VitalStone Financial, LLC 110.24%0.24%0.24%Q3 2023Q3 20231
RFG Advisory, LLC 110.08%0.08%0.08%Q3 2023Q3 20231
Aptus Capital Advisors, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Fiduciary Planning LLC 110.56%0.56%0.56%Q3 2023Q3 20231
Goodwin Investment Advisory 110.01%0.01%0.01%Q4 2021Q4 20211
Capital Analysts, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
MCF Advisors LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Concorde Asset Management, LLC 110.21%0.21%0.21%Q3 2017Q3 20171
MARSHALL WACE, LLP 110.00%0.00%0.00%Q2 2023Q2 20231
Worth Asset Management, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Sowell Financial Services LLC 110.00%0.00%0.00%Q4 2016Q4 20161
Kowal Investment Group, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
ASSETMARK, INC 110.00%0.00%0.00%Q3 2023Q3 20231
Virtu KCG Holdings LLC 110.00%0.00%0.00%Q3 2014Q3 20141
Activest Wealth Management 110.01%0.01%0.01%Q3 2023Q3 20231
Stegent Equity Advisors, Inc. 110.33%0.33%0.33%Q3 2023Q3 20231
MANAGED ACCOUNT ADVISORS LLC 110.00%0.00%0.00%Q2 2015Q2 20151
Mirae Asset Global Investments Co., Ltd. 110.00%0.00%0.00%Q3 2023Q3 20231
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.