Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
ROYAL BANK OF CANADA | 29 | 29 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 29 |
UBS Group AG | 11 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 23 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
CWM, LLC | 10 | 8 | 0.00% | 0.09% | 0.13% | Q1 2019 | Q3 2023 | 18 |
IFP Advisors, Inc | 9 | 8 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2022 | 17 |
BANK OF AMERICA CORP /DE/ | 5 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 16 |
Capital Investment Advisory Services, LLC | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 9 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2023 | 15 |
LPL Financial LLC | 14 | 14 | 0.00% | 0.01% | 0.04% | Q2 2020 | Q3 2023 | 14 |
OSAIC HOLDINGS, INC. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
WELLS FARGO & COMPANY/MN | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
ENVESTNET ASSET MANAGEMENT INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 13 | 13 | 0.01% | 0.19% | 0.42% | Q3 2020 | Q3 2023 | 13 |
NewEdge Advisors, LLC | 13 | 13 | 0.00% | 0.13% | 0.34% | Q3 2020 | Q3 2023 | 13 |
COMMONWEALTH EQUITY SERVICES, LLC | 13 | 13 | 0.00% | 0.02% | 0.05% | Q3 2020 | Q3 2023 | 13 |
MORGAN STANLEY | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Arkadios Wealth Advisors | 13 | 13 | 0.03% | 0.05% | 0.13% | Q3 2020 | Q3 2023 | 13 |
Janney Montgomery Scott LLC | 13 | 13 | 0.00% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 13 |
TRUIST FINANCIAL CORP | 13 | 13 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q3 2023 | 13 |
Raymond James Financial Services Advisors, Inc. | 11 | 2 | 0.00% | 0.03% | 0.08% | Q1 2018 | Q1 2023 | 13 |
RAYMOND JAMES & ASSOCIATES | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
HighTower Advisors, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Geneos Wealth Management Inc. | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
GOLDMAN SACHS GROUP INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
J Arnold Wealth Management Co | 12 | 12 | 0.01% | 5.30% | 17.65% | Q2 2020 | Q1 2023 | 12 |
Transamerica Financial Advisors, Inc. | 6 | 6 | 0.00% | 0.83% | 1.78% | Q3 2020 | Q3 2023 | 12 |
Realta Investment Advisors | 7 | 2 | 0.00% | 0.08% | 0.15% | Q3 2020 | Q3 2023 | 11 |
ATWOOD & PALMER INC | 11 | 11 | 0.00% | 0.13% | 0.23% | Q1 2021 | Q3 2023 | 11 |
Steward Partners Investment Advisory, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Tower Research Capital LLC (TRC) | 6 | 1 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q3 2023 | 10 |
MTM Investment Management, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
JANE STREET GROUP, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2022 | 9 |
HARBOUR INVESTMENTS, INC. | 6 | 3 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 9 |
NewSquare Capital LLC | 9 | 9 | 0.00% | 1.84% | 3.05% | Q3 2020 | Q3 2022 | 9 |
Cutler Group LLC / CA | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 9 |
FAS Wealth Partners, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Founders Financial Alliance, LLC | 9 | 9 | 0.00% | 0.05% | 0.06% | Q4 2020 | Q4 2022 | 9 |
MinichMacGregor Wealth Management, LLC | 7 | 1 | 0.00% | 1.28% | 1.71% | Q3 2020 | Q4 2022 | 8 |
Qube Research & Technologies Ltd | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 8 |
Advisory Services Network, LLC | 6 | 2 | 0.00% | 0.13% | 0.19% | Q3 2020 | Q1 2023 | 8 |
MILLENNIUM MANAGEMENT LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 8 |
Apeiron RIA LLC | 8 | 8 | 0.03% | 0.30% | 0.53% | Q4 2021 | Q3 2023 | 8 |
Global Trust Asset Management, LLC | 8 | 8 | 0.01% | 0.15% | 0.29% | Q4 2020 | Q3 2022 | 8 |
Cutter & CO Brokerage, Inc. | 8 | 8 | 0.11% | 0.12% | 0.14% | Q4 2021 | Q3 2023 | 8 |
Citadel Advisors | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 8 |
STEPHENS INC /AR/ | 8 | 8 | 0.05% | 0.06% | 0.08% | Q3 2020 | Q2 2022 | 8 |
Advisor Group, Inc. | 6 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2019 | 8 |
PSI Advisors, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2023 | 7 |
O'Dell Group, LLC | 6 | 1 | 0.00% | 3.54% | 4.57% | Q3 2020 | Q2 2022 | 7 |
Prospera Financial Services Inc | 7 | 7 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q2 2022 | 7 |
STIFEL FINANCIAL CORP | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q1 2022 | 7 |
Baird Financial Group, Inc. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q1 2022 | 7 |
FIRST TRUST ADVISORS LP | 6 | 6 | 0.62% | 0.68% | 0.72% | Q3 2020 | Q4 2021 | 6 |
SPC Financial, Inc. | 6 | 6 | 0.10% | 0.10% | 0.11% | Q3 2020 | Q4 2021 | 6 |
Holistic Financial Partners | 6 | 6 | 0.42% | 3.04% | 4.05% | Q4 2020 | Q1 2022 | 6 |
Gateway Advisory, LLC | 6 | 6 | 1.39% | 1.73% | 2.10% | Q3 2020 | Q4 2021 | 6 |
Cambridge Investment Research Advisors, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q4 2021 | 6 |
Claraphi Advisory Network, LLC | 6 | 6 | 0.12% | 0.19% | 0.25% | Q3 2020 | Q4 2021 | 6 |
Financial Advocates Investment Management | 6 | 6 | 0.12% | 0.20% | 0.30% | Q3 2020 | Q4 2021 | 6 |
Regal Investment Advisors LLC | 5 | 1 | 0.04% | 0.07% | 0.08% | Q4 2020 | Q2 2022 | 6 |
MGO ONE SEVEN LLC | 6 | 6 | 0.06% | 0.08% | 0.10% | Q3 2020 | Q4 2021 | 6 |
American Portfolios Advisors | 6 | 6 | 0.00% | 0.01% | 0.06% | Q2 2021 | Q3 2022 | 6 |
StoneX Group Inc. | 6 | 6 | 0.08% | 0.09% | 0.11% | Q3 2020 | Q4 2021 | 6 |
DB Wealth Management Group, LLC | 6 | 6 | 0.19% | 0.57% | 1.05% | Q4 2020 | Q1 2022 | 6 |
AE Wealth Management LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 6 |
PINNACLE ASSOCIATES LTD | 6 | 6 | 0.01% | 0.11% | 0.15% | Q1 2021 | Q2 2022 | 6 |
Claro Advisors LLC | 5 | 5 | 0.11% | 0.11% | 0.13% | Q1 2021 | Q1 2022 | 5 |
Prestige Wealth Management Group LLC | 5 | 5 | 0.01% | 0.07% | 0.10% | Q2 2020 | Q2 2021 | 5 |
WEDBUSH SECURITIES INC | 5 | 5 | 0.04% | 0.04% | 0.05% | Q4 2020 | Q4 2021 | 5 |
OPPENHEIMER & CO INC | 5 | 5 | 0.04% | 0.04% | 0.05% | Q1 2021 | Q1 2022 | 5 |
Cetera Advisors LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2021 | 5 |
Kovack Advisors, Inc. | 5 | 5 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q1 2022 | 5 |
Rockefeller Capital Management L.P. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q1 2022 | 5 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
Pinnacle Wealth Management Advisory Group, LLC | 5 | 5 | 0.26% | 0.41% | 0.54% | Q1 2021 | Q1 2022 | 5 |
TriaGen Wealth Management LLC | 5 | 5 | 0.80% | 0.85% | 0.92% | Q4 2020 | Q4 2021 | 5 |
FMR LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 5 |
Secure Asset Management, LLC | 5 | 5 | 0.38% | 1.02% | 1.30% | Q4 2020 | Q4 2021 | 5 |
PURSUE WEALTH PARTNERS LLC | 5 | 5 | 0.20% | 0.31% | 0.39% | Q4 2021 | Q4 2022 | 5 |
Kestra Advisory Services, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2021 | 5 |
Quad-Cities Investment Group, LLC | 4 | 4 | 0.07% | 0.07% | 0.08% | Q4 2018 | Q3 2019 | 4 |
FLOW TRADERS U.S. LLC | 2 | 2 | 0.03% | 0.05% | 0.09% | Q2 2021 | Q2 2022 | 4 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2019 | 4 |
Private Advisor Group, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2022 | 4 |
Stonebridge Financial Planning Group, LLC | 4 | 4 | 0.10% | 0.27% | 0.41% | Q3 2021 | Q2 2022 | 4 |
Bank of New York Mellon Corp | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 4 |
CENTAURUS FINANCIAL, INC. | 2 | 1 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q2 2023 | 4 |
Princeton Global Asset Management LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
Trinity Legacy Partners, LLC | 4 | 4 | 0.14% | 0.16% | 0.20% | Q2 2021 | Q1 2022 | 4 |
Paragon Private Wealth Management, LLC | 4 | 4 | 0.20% | 0.60% | 1.76% | Q4 2021 | Q3 2022 | 4 |
Cedar Brook Financial Partners, LLC | 2 | 1 | 0.05% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 3 |
FOUNDERS FINANCIAL SECURITIES LLC | 3 | 3 | 0.12% | 0.13% | 0.14% | Q3 2020 | Q1 2021 | 3 |
NEXT Financial Group, Inc | 3 | 3 | 0.11% | 0.12% | 0.12% | Q2 2021 | Q4 2021 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Sargent Bickham Lagudis LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Beaumont Financial Partners, LLC | 2 | 2 | 0.65% | 0.66% | 0.67% | Q4 2021 | Q1 2022 | 2 |
Horizon Investments, LLC | 1 | 1 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q1 2021 | 2 |
AMJ Financial Wealth Management | 2 | 2 | 0.48% | 0.50% | 0.52% | Q1 2021 | Q2 2021 | 2 |
Avior Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
WMG Financial Advisors, LLC | 2 | 2 | 0.22% | 0.24% | 0.26% | Q4 2021 | Q1 2022 | 2 |
Jacobi Capital Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Dynamic Advisor Solutions LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q1 2022 | 2 |
D.A. DAVIDSON & CO. | 2 | 2 | 0.12% | 0.13% | 0.13% | Q1 2021 | Q2 2021 | 2 |
Total Clarity Wealth Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
US BANCORP \DE\ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
Independent Advisor Alliance | 2 | 2 | 0.08% | 0.08% | 0.08% | Q1 2021 | Q2 2021 | 2 |
JPMORGAN CHASE & CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
B. Riley Wealth Advisors, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q4 2020 | 2 |
HFG Advisors, Inc. | 2 | 2 | 1.09% | 1.12% | 1.15% | Q4 2021 | Q1 2022 | 2 |
TSFG, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q2 2022 | 2 |
Signature Wealth Management Partners, LLC | 2 | 2 | 0.20% | 0.20% | 0.21% | Q4 2021 | Q1 2022 | 2 |
Private Advisory Group LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q2 2021 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
WIN ADVISORS, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Sowell Financial Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
MML INVESTORS SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
San Luis Wealth Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Hexagon Capital Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Simplicity Solutions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Capital Analysts, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Stratos Wealth Partners, LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Advisor Resource Council | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2021 | Q4 2021 | 1 |
SRS Capital Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
FLAGSHIP HARBOR ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
BENJAMIN EDWARDS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Register Financial Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Kingsview Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
BB&T SECURITIES, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2019 | Q2 2019 | 1 |
Cornerstone Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
ACIMA PRIVATE WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Investmark Advisory Group LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
HRT FINANCIAL LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Gladstone Institutional Advisory LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2021 | Q2 2021 | 1 |
Ancora Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
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.