FIRST TR EXCHANGE-TRADED FD shareholder history

Current and past FIRST TR EXCHANGE-TRADED FD shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
LPL Financial LLC 23230.00%0.01%0.02%Q1 2018Q3 202323
BANK OF AMERICA CORP /DE/ 23230.00%0.00%0.00%Q1 2018Q3 202323
ROYAL BANK OF CANADA 22220.00%0.00%0.00%Q2 2018Q3 202322
BENJAMIN F. EDWARDS & COMPANY, INC. 21210.00%0.13%0.25%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
JANE STREET GROUP, LLC 1210.00%0.00%0.00%Q1 2018Q3 202320
Front Row Advisors LLC 20200.00%0.02%0.04%Q4 2018Q3 202320
IFP Advisors, Inc 1730.00%0.01%0.02%Q2 2018Q3 202320
COMMONWEALTH EQUITY SERVICES, LLC 19190.00%0.00%0.01%Q1 2019Q3 202319
WELLS FARGO & COMPANY/MN 19190.00%0.00%0.01%Q1 2019Q3 202319
CWM, LLC 1080.00%0.00%0.00%Q1 2019Q3 202318
Raymond James Financial Services Advisors, Inc. 18180.00%0.00%0.01%Q2 2019Q3 202318
YHB Investment Advisors, Inc. 18180.09%0.12%0.17%Q4 2018Q1 202318
STIFEL FINANCIAL CORP 18180.00%0.00%0.00%Q2 2019Q3 202318
RAYMOND JAMES & ASSOCIATES 18180.00%0.00%0.01%Q2 2019Q3 202318
Janney Montgomery Scott LLC 18180.00%0.01%0.02%Q2 2019Q3 202318
Migdal Insurance & Financial Holdings Ltd. 1170.00%0.01%0.01%Q1 2019Q3 202318
Sargent Investment Group, LLC 17170.43%1.04%1.68%Q3 2019Q3 202317
Independence Bank of Kentucky 17170.01%0.01%0.01%Q3 2019Q3 202317
Capital Investment Advisory Services, LLC 17170.02%0.04%0.06%Q3 2019Q3 202317
Kistler-Tiffany Companies, LLC 16160.01%0.01%0.01%Q3 2019Q2 202316
UBS Group AG 1010.00%0.00%0.00%Q1 2018Q3 202316
MORGAN STANLEY 1110.00%0.00%0.00%Q3 2018Q3 202315
Private Advisor Group, LLC 1140.00%0.01%0.05%Q4 2019Q3 202315
OSAIC HOLDINGS, INC. 15150.01%0.01%0.02%Q1 2020Q3 202315
BESSEMER GROUP INC 15150.00%0.00%0.00%Q1 2020Q3 202315
Cambridge Investment Research Advisors, Inc. 15150.00%0.01%0.02%Q1 2020Q3 202315
Asset Dedication, LLC 14140.00%0.00%0.00%Q2 2020Q3 202314
Kestra Advisory Services, LLC 13130.01%0.02%0.04%Q3 2020Q3 202313
ENVESTNET ASSET MANAGEMENT INC 730.00%0.00%0.00%Q2 2019Q3 202313
Element Wealth, LLC 13130.00%0.01%0.08%Q3 2020Q3 202313
FMR LLC 1120.00%0.00%0.00%Q1 2020Q3 202313
Steward Partners Investment Advisory, LLC 13130.00%0.00%0.02%Q3 2020Q3 202313
Geneos Wealth Management Inc. 760.00%0.00%0.01%Q1 2018Q2 202213
Rockefeller Capital Management L.P. 12120.00%0.00%0.00%Q1 2020Q4 202212
Main Street Financial Solutions, LLC 12120.07%0.10%0.14%Q4 2020Q3 202312
Flaharty Asset Management, LLC 12120.17%0.29%0.48%Q4 2020Q3 202312
Cetera Investment Advisers 920.00%0.05%0.08%Q4 2020Q3 202311
CITIGROUP INC 11110.00%0.00%0.00%Q1 2019Q3 202111
AMERIPRISE FINANCIAL INC 11110.00%0.00%0.00%Q1 2021Q3 202311
Aptus Capital Advisors, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
TimeScale Financial, Inc. 11110.00%0.00%0.00%Q4 2020Q2 202311
IFG Advisory, LLC 1010.02%0.03%0.03%Q4 2020Q3 202311
Gladstone Institutional Advisory LLC 1010.03%0.04%0.06%Q1 2020Q3 202311
Clearview Wealth Advisors LLC 11110.02%0.02%0.03%Q4 2020Q2 202311
Cetera Advisor Networks LLC 810.00%0.01%0.02%Q1 2019Q3 202311
TRUIST FINANCIAL CORP 730.00%0.00%0.01%Q1 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.00%0.01%0.06%Q1 2021Q3 202310
Global Retirement Partners, LLC 10100.00%0.00%0.01%Q2 2021Q3 202310
Citadel Advisors 410.00%0.00%0.00%Q3 2018Q4 202210
1832 Asset Management L.P. 10100.00%0.00%0.00%Q2 2021Q3 202310
FLAGSHIP HARBOR ADVISORS, LLC 540.00%0.05%0.11%Q1 2020Q3 20229
Baird Financial Group, Inc. 990.00%0.00%0.00%Q3 2021Q3 20239
Capital Asset Advisory Services LLC 990.00%0.00%0.00%Q3 2020Q3 20229
DUNCKER STREETT & CO INC 880.00%0.00%0.01%Q4 2020Q3 20228
NEXT Financial Group, Inc 620.00%0.00%0.01%Q3 2018Q4 20218
Bank Julius Baer & Co. Ltd, Zurich 880.00%0.00%0.00%Q1 2020Q4 20218
CREATIVE FINANCIAL DESIGNS INC /ADV 880.00%0.00%0.00%Q4 2021Q3 20238
Larson Financial Group LLC 880.00%0.00%0.00%Q4 2021Q3 20238
LADENBURG THALMANN FINANCIAL SERVICES INC. 880.00%0.00%0.01%Q1 2018Q4 20198
PURSUE WEALTH PARTNERS LLC 880.14%0.24%0.33%Q4 2021Q3 20238
Advisor Group, Inc. 880.00%0.01%0.02%Q1 2018Q4 20198
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Arkadios Wealth Advisors 770.01%0.02%0.03%Q1 2020Q3 20217
Charter Oak Capital Management, LLC 770.00%0.00%0.00%Q4 2020Q2 20227
WealthCare Investment Partners, LLC 770.13%0.17%0.27%Q4 2021Q2 20237
J.W. COLE ADVISORS, INC. 320.02%0.03%0.04%Q4 2020Q3 20237
D.A. DAVIDSON & CO. 520.05%0.11%0.14%Q4 2020Q3 20237
HUNTINGTON NATIONAL BANK 770.00%0.00%0.00%Q1 2022Q3 20237
Advisory Services Network, LLC 210.00%0.00%0.00%Q4 2019Q1 20237
Spectrum Wealth Advisory Group, LLC 772.27%3.51%4.44%Q1 2021Q3 20227
Mariner, LLC 770.01%0.01%0.02%Q1 2022Q3 20237
BerganKDV Wealth Management, LLC 510.01%0.01%0.02%Q1 2021Q3 20226
PRIVATE TRUST CO NA 660.00%0.00%0.00%Q2 2022Q3 20236
MML INVESTORS SERVICES, LLC 420.00%0.00%0.00%Q2 2019Q1 20226
Atria Investments, Inc 660.02%0.04%0.05%Q1 2022Q2 20236
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 660.00%0.00%0.00%Q2 2022Q3 20236
HBK Sorce Advisory LLC 410.01%0.01%0.01%Q2 2021Q2 20236
GPS Wealth Strategies Group, LLC 660.00%0.00%0.00%Q2 2021Q3 20226
VALLEY WEALTH MANAGERS, INC. 660.00%0.00%0.00%Q2 2022Q3 20236
GUARDIAN WEALTH ADVISORS, LLC / NC 660.00%0.00%0.00%Q2 2022Q3 20236
CAPTRUST FINANCIAL ADVISORS 550.00%0.00%0.00%Q2 2021Q2 20225
FLOW TRADERS U.S. LLC 210.01%0.04%0.13%Q4 2020Q2 20235
KESTRA PRIVATE WEALTH SERVICES, LLC 320.01%0.01%0.02%Q3 2021Q3 20235
1834 INVESTMENT ADVISORS CO 550.00%0.00%0.00%Q2 2021Q2 20225
Joseph P. Lucia & Associates, LLC 550.01%0.08%0.19%Q2 2021Q2 20225
Peterson Wealth Advisors, LLC 410.05%0.07%0.08%Q2 2021Q2 20235
Biltmore Family Office, LLC 550.12%0.31%0.38%Q3 2022Q3 20235
Prospera Financial Services Inc 310.00%0.02%0.04%Q3 2020Q3 20235
Main Management LLC 310.01%0.01%0.01%Q1 2022Q3 20234
American Institute for Advanced Investment Management, LLP 440.27%0.37%0.46%Q4 2022Q3 20234
HighTower Advisors, LLC 440.00%0.00%0.00%Q3 2021Q2 20224
ADVANTAGE INVESTMENT MANAGEMENT, LLC 440.00%0.00%0.00%Q2 2018Q1 20194
Kovack Advisors, Inc. 440.07%0.07%0.08%Q3 2018Q2 20194
WEDBUSH SECURITIES INC 440.01%0.01%0.02%Q2 2021Q1 20224
Laidlaw Wealth Management LLC 440.12%0.15%0.19%Q4 2022Q3 20234
SILVER OAK SECURITIES, INCORPORATED 310.04%0.04%0.05%Q3 2022Q3 20234
AE Wealth Management LLC 440.00%0.00%0.01%Q4 2022Q3 20234
MONTAG A & ASSOCIATES INC 440.00%0.00%0.00%Q1 2021Q4 20214
NewEdge Advisors, LLC 440.00%0.01%0.01%Q4 2022Q3 20234
Tower Research Capital LLC (TRC) 210.00%0.00%0.00%Q1 2018Q4 20224
New England Capital Financial Advisors LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Snowden Capital Advisors LLC 220.00%0.01%0.01%Q3 2019Q1 20224
Holloway Wealth Management, LLC 440.00%0.00%0.00%Q2 2021Q1 20224
Wealthcare Advisory Partners LLC 440.01%0.01%0.01%Q1 2018Q4 20184
BECK CAPITAL MANAGEMENT, LLC 330.48%0.52%0.55%Q2 2021Q4 20213
J Arnold Wealth Management Co 334.36%4.70%5.22%Q3 2022Q1 20233
Ten Capital Wealth Advisors, LLC 330.00%0.00%0.01%Q1 2021Q3 20213
Raleigh Capital Management Inc. 330.01%0.01%0.01%Q1 2023Q3 20233
Integrated Wealth Concepts LLC 330.01%0.01%0.03%Q1 2022Q3 20223
Sowell Financial Services LLC 330.00%0.00%0.00%Q3 2020Q1 20213
Spire Wealth Management 210.00%0.00%0.00%Q1 2021Q1 20223
Main Management ETF Advisors, LLC 330.66%0.71%0.74%Q1 2023Q3 20233
Stone House Investment Management, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Avior Wealth Management, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Clarus Wealth Advisors 330.00%0.02%0.03%Q3 2018Q1 20193
Gradient Investments LLC 330.00%0.01%0.01%Q1 2023Q3 20233
TAP Consulting, LLC 330.32%0.36%0.39%Q1 2023Q3 20233
RiverFront Investment Group, LLC 330.09%0.09%0.10%Q1 2023Q3 20233
Truadvice, LLC 210.04%0.06%0.08%Q1 2021Q1 20233
Stonebridge Financial Planning Group, LLC 330.01%0.04%0.06%Q2 2021Q4 20213
SUSQUEHANNA INTERNATIONAL GROUP, LLP 210.00%0.00%0.00%Q1 2021Q3 20233
Cetera Advisors LLC 210.00%0.01%0.01%Q1 2019Q3 20233
ICA Group Wealth Management, LLC 330.01%0.01%0.01%Q4 2022Q2 20233
MBL Wealth, LLC 210.24%0.25%0.26%Q4 2020Q3 20213
Householder Group Estate & Retirement Specialist, LLC 110.03%0.03%0.04%Q3 2022Q3 20233
OneDigital Investment Advisors LLC 330.01%0.01%0.01%Q1 2023Q3 20233
CHILTON CAPITAL MANAGEMENT LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Total Clarity Wealth Management, Inc. 210.00%0.00%0.00%Q1 2021Q4 20213
GOLDMAN SACHS GROUP INC 110.00%0.00%0.00%Q2 2018Q1 20233
Belpointe Asset Management LLC 330.07%0.10%0.12%Q3 2022Q1 20233
First Heartland Consultants, Inc. 220.04%0.06%0.08%Q2 2023Q3 20232
BANK OF MONTREAL /CAN/ 220.00%0.00%0.00%Q3 2019Q4 20192
Psagot Value Holdings Ltd. 220.00%0.01%0.01%Q2 2021Q3 20212
Avitas Wealth Management LLC 220.07%0.07%0.07%Q3 2019Q4 20192
Realta Investment Advisors 220.00%0.00%0.00%Q2 2023Q3 20232
Valeo Financial Advisors, LLC 220.00%0.00%0.01%Q4 2020Q1 20212
SIMPLEX TRADING, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
PSI Advisors, LLC 220.03%0.03%0.04%Q2 2023Q3 20232
Psagot Value Holdings Ltd. / (Israel) 220.01%0.02%0.03%Q3 2021Q4 20212
Atria Wealth Solutions, Inc. 220.01%0.01%0.01%Q2 2023Q3 20232
JPMORGAN CHASE & CO 110.00%0.00%0.00%Q3 2022Q3 20232
NATIONAL BANK OF CANADA /FI/ 220.00%0.00%0.00%Q4 2021Q1 20222
Elevated Capital Advisors, LLC 220.08%0.08%0.08%Q2 2023Q3 20232
OPPENHEIMER & CO INC 220.01%0.01%0.02%Q2 2023Q3 20232
Good Life Advisors, LLC 220.25%0.61%0.96%Q2 2023Q3 20232
Savior LLC 220.00%0.00%0.01%Q1 2021Q2 20212
TCP Asset Management, LLC 221.58%1.60%1.61%Q2 2023Q3 20232
OLD MISSION CAPITAL LLC 110.01%0.04%0.07%Q4 2022Q2 20232
US BANCORP \DE\ 110.00%0.00%0.00%Q1 2023Q3 20232
BAKER TILLY WEALTH MANAGEMENT, LLC 220.05%0.12%0.19%Q2 2023Q3 20232
Firestone Capital Management 220.01%0.01%0.01%Q2 2021Q3 20212
First Allied Advisory Services, Inc. 220.08%0.08%0.08%Q2 2020Q3 20202
KWB Wealth 220.06%0.06%0.06%Q2 2023Q3 20232
Ford Financial Group, LLC 110.01%0.01%0.01%Q2 2021Q4 20212
Quad-Cities Investment Group, LLC 220.00%0.00%0.00%Q2 2019Q3 20192
Freestone Capital Holdings, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
Stratos Wealth Partners, LTD. 110.00%0.00%0.00%Q1 2018Q3 20182
DB Wealth Management Group, LLC 220.02%0.02%0.02%Q4 2020Q1 20212
MONEY CONCEPTS CAPITAL CORP 110.00%0.01%0.01%Q1 2022Q4 20222
SFI Advisors, LLC 222.75%2.81%2.87%Q2 2023Q3 20232
AVANTAX ADVISORY SERVICES, INC. 220.00%0.00%0.00%Q2 2023Q3 20232
Sunbelt Securities, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
North Star Investment Management Corp. 110.01%0.01%0.01%Q4 2021Q4 20211
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Creative Planning 110.00%0.00%0.00%Q3 2023Q3 20231
Equitable Holdings, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
Kingsview Wealth Management, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
CHIRON CAPITAL MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Western Wealth Management, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
FinTrust Capital Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Baystate Wealth Management LLC 110.00%0.00%0.00%Q3 2023Q3 20231
HAP Trading, LLC 110.18%0.18%0.18%Q2 2022Q2 20221
Parkside Financial Bank & Trust 110.00%0.00%0.00%Q3 2023Q3 20231
Pinnacle Private Wealth, LLC 110.07%0.07%0.07%Q4 2021Q4 20211
Global Trust Asset Management, LLC 110.16%0.16%0.16%Q4 2019Q4 20191
ASSETMARK, INC 110.00%0.00%0.00%Q3 2023Q3 20231
Altus Wealth Group LLC 110.00%0.00%0.00%Q4 2020Q4 20201
NBC SECURITIES, INC. 110.06%0.06%0.06%Q3 2023Q3 20231
TOTH FINANCIAL ADVISORY CORP 110.00%0.00%0.00%Q3 2023Q3 20231
WealthPLAN Partners, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Jaffetilchin Investment Partners, LLC 110.06%0.06%0.06%Q2 2023Q2 20231
Comprehensive Financial Consultants Institutional, Inc. 110.04%0.04%0.04%Q4 2021Q4 20211
FWL INVESTMENT MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Ameritas Investment Company, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Essex Financial Services, Inc. 110.03%0.03%0.03%Q2 2023Q2 20231
Princeton Global Asset Management LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Ellevest, Inc. 110.00%0.00%0.00%Q3 2022Q3 20221
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Coston, McIsaac & Partners 110.00%0.00%0.00%Q3 2023Q3 20231
Ameritas Investment Partners, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Bartlett & Co. LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Glassman Wealth Services 110.00%0.00%0.00%Q3 2023Q3 20231
Newbridge Financial Services Group, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Slocum, Gordon & Co LLP 110.04%0.04%0.04%Q3 2023Q3 20231
Beacon Pointe Advisors, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
GSA CAPITAL PARTNERS LLP 110.02%0.02%0.02%Q1 2023Q1 20231
EPG Wealth Management LLC 110.51%0.51%0.51%Q3 2023Q3 20231
Tyler-Stone Wealth Management 110.06%0.06%0.06%Q4 2021Q4 20211
WMG Financial Advisors, LLC 110.18%0.18%0.18%Q4 2021Q4 20211
CERTUITY, LLC 110.08%0.08%0.08%Q3 2023Q3 20231
NEXT Financial Holdings 110.00%0.00%0.00%Q1 2019Q1 20191
Sigma Planning Corp 110.12%0.12%0.12%Q1 2021Q1 20211
Cottage Street Advisors LLC 110.17%0.17%0.17%Q3 2023Q3 20231
PROVENCE WEALTH MANAGEMENT GROUP 110.01%0.01%0.01%Q3 2023Q3 20231
Values First Advisors, Inc. 110.03%0.03%0.03%Q1 2023Q1 20231
TD Capital Management LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Aurora Private Wealth, Inc. 110.27%0.27%0.27%Q2 2023Q2 20231
PNC FINANCIAL SERVICES GROUP, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
SRS Capital Advisors, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Hibernia Wealth Partners, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
BANK OF NOVA SCOTIA 110.01%0.01%0.01%Q3 2021Q3 20211
High Net Worth Advisory Group LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Centerpoint Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Concord Wealth Partners 110.00%0.00%0.00%Q3 2023Q3 20231
Capital Wealth Alliance, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Winthrop Advisory Group LLC 110.11%0.11%0.11%Q3 2020Q3 20201
Claro Advisors LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Venturi Wealth Management, LLC 110.02%0.02%0.02%Q1 2023Q1 20231
Prosperity Financial Group, Inc. 110.56%0.56%0.56%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.