FIRST TR EXCHANGE-TRADED FD shareholder history

Current and past FIRST TR EXCHANGE-TRADED FD shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
ROYAL BANK OF CANADA 29290.00%0.00%0.00%Q3 2016Q3 202329
UBS Group AG 1110.00%0.00%0.01%Q2 2017Q3 202323
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.01%Q3 2018Q3 202321
CWM, LLC 1080.00%0.09%0.13%Q1 2019Q3 202318
IFP Advisors, Inc 980.00%0.00%0.00%Q1 2017Q4 202217
BANK OF AMERICA CORP /DE/ 530.00%0.00%0.00%Q4 2016Q3 202316
Capital Investment Advisory Services, LLC 15150.01%0.01%0.02%Q1 2020Q3 202315
SUSQUEHANNA INTERNATIONAL GROUP, LLP 920.00%0.00%0.00%Q3 2018Q2 202315
LPL Financial LLC 14140.00%0.01%0.04%Q2 2020Q3 202314
OSAIC HOLDINGS, INC. 14140.00%0.00%0.01%Q2 2020Q3 202314
WELLS FARGO & COMPANY/MN 14140.00%0.00%0.01%Q2 2020Q3 202314
ENVESTNET ASSET MANAGEMENT INC 14140.00%0.00%0.00%Q2 2020Q3 202314
BENJAMIN F. EDWARDS & COMPANY, INC. 13130.01%0.19%0.42%Q3 2020Q3 202313
NewEdge Advisors, LLC 13130.00%0.13%0.34%Q3 2020Q3 202313
COMMONWEALTH EQUITY SERVICES, LLC 13130.00%0.02%0.05%Q3 2020Q3 202313
MORGAN STANLEY 13130.00%0.00%0.01%Q3 2020Q3 202313
Arkadios Wealth Advisors 13130.03%0.05%0.13%Q3 2020Q3 202313
Janney Montgomery Scott LLC 13130.00%0.02%0.04%Q3 2020Q3 202313
TRUIST FINANCIAL CORP 13130.00%0.01%0.03%Q3 2020Q3 202313
Raymond James Financial Services Advisors, Inc. 1120.00%0.03%0.08%Q1 2018Q1 202313
RAYMOND JAMES & ASSOCIATES 13130.00%0.01%0.02%Q3 2020Q3 202313
HighTower Advisors, LLC 13130.00%0.00%0.01%Q3 2020Q3 202313
Geneos Wealth Management Inc. 12120.00%0.01%0.01%Q4 2020Q3 202312
GOLDMAN SACHS GROUP INC 12120.00%0.00%0.00%Q4 2020Q3 202312
J Arnold Wealth Management Co 12120.01%5.30%17.65%Q2 2020Q1 202312
Transamerica Financial Advisors, Inc. 660.00%0.83%1.78%Q3 2020Q3 202312
Realta Investment Advisors 720.00%0.08%0.15%Q3 2020Q3 202311
ATWOOD & PALMER INC 11110.00%0.13%0.23%Q1 2021Q3 202311
Steward Partners Investment Advisory, LLC 10100.00%0.00%0.01%Q2 2021Q3 202310
Tower Research Capital LLC (TRC) 610.00%0.01%0.03%Q1 2017Q3 202310
MTM Investment Management, LLC 10100.00%0.00%0.01%Q2 2021Q3 202310
JANE STREET GROUP, LLC 510.00%0.00%0.00%Q1 2018Q1 20229
HARBOUR INVESTMENTS, INC. 630.00%0.00%0.01%Q2 2021Q3 20239
NewSquare Capital LLC 990.00%1.84%3.05%Q3 2020Q3 20229
Cutler Group LLC / CA 660.00%0.00%0.00%Q4 2021Q1 20239
FAS Wealth Partners, Inc. 990.00%0.00%0.00%Q3 2021Q3 20239
Founders Financial Alliance, LLC 990.00%0.05%0.06%Q4 2020Q4 20229
MinichMacGregor Wealth Management, LLC 710.00%1.28%1.71%Q3 2020Q4 20228
Qube Research & Technologies Ltd 440.00%0.00%0.01%Q3 2021Q3 20238
Advisory Services Network, LLC 620.00%0.13%0.19%Q3 2020Q1 20238
MILLENNIUM MANAGEMENT LLC 710.00%0.00%0.00%Q1 2021Q3 20238
Apeiron RIA LLC 880.03%0.30%0.53%Q4 2021Q3 20238
Global Trust Asset Management, LLC 880.01%0.15%0.29%Q4 2020Q3 20228
Cutter & CO Brokerage, Inc. 880.11%0.12%0.14%Q4 2021Q3 20238
Citadel Advisors 410.00%0.00%0.00%Q4 2020Q2 20238
STEPHENS INC /AR/ 880.05%0.06%0.08%Q3 2020Q2 20228
Advisor Group, Inc. 620.00%0.00%0.00%Q4 2017Q4 20198
PSI Advisors, LLC 770.01%0.01%0.01%Q3 2021Q1 20237
O'Dell Group, LLC 610.00%3.54%4.57%Q3 2020Q2 20227
Prospera Financial Services Inc 770.00%0.01%0.02%Q4 2020Q2 20227
STIFEL FINANCIAL CORP 770.00%0.00%0.01%Q3 2020Q1 20227
Baird Financial Group, Inc. 770.00%0.01%0.01%Q3 2020Q1 20227
FIRST TRUST ADVISORS LP 660.62%0.68%0.72%Q3 2020Q4 20216
SPC Financial, Inc. 660.10%0.10%0.11%Q3 2020Q4 20216
Holistic Financial Partners 660.42%3.04%4.05%Q4 2020Q1 20226
Gateway Advisory, LLC 661.39%1.73%2.10%Q3 2020Q4 20216
Cambridge Investment Research Advisors, Inc. 660.00%0.00%0.01%Q3 2020Q4 20216
Claraphi Advisory Network, LLC 660.12%0.19%0.25%Q3 2020Q4 20216
Financial Advocates Investment Management 660.12%0.20%0.30%Q3 2020Q4 20216
Regal Investment Advisors LLC 510.04%0.07%0.08%Q4 2020Q2 20226
MGO ONE SEVEN LLC 660.06%0.08%0.10%Q3 2020Q4 20216
American Portfolios Advisors 660.00%0.01%0.06%Q2 2021Q3 20226
StoneX Group Inc. 660.08%0.09%0.11%Q3 2020Q4 20216
DB Wealth Management Group, LLC 660.19%0.57%1.05%Q4 2020Q1 20226
AE Wealth Management LLC 660.00%0.01%0.01%Q4 2020Q1 20226
PINNACLE ASSOCIATES LTD 660.01%0.11%0.15%Q1 2021Q2 20226
Claro Advisors LLC 550.11%0.11%0.13%Q1 2021Q1 20225
Prestige Wealth Management Group LLC 550.01%0.07%0.10%Q2 2020Q2 20215
WEDBUSH SECURITIES INC 550.04%0.04%0.05%Q4 2020Q4 20215
OPPENHEIMER & CO INC 550.04%0.04%0.05%Q1 2021Q1 20225
Cetera Advisors LLC 550.01%0.01%0.02%Q3 2020Q3 20215
Kovack Advisors, Inc. 550.02%0.03%0.04%Q1 2021Q1 20225
Rockefeller Capital Management L.P. 550.00%0.01%0.01%Q1 2021Q1 20225
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 550.00%0.00%0.00%Q2 2021Q2 20225
Pinnacle Wealth Management Advisory Group, LLC 550.26%0.41%0.54%Q1 2021Q1 20225
TriaGen Wealth Management LLC 550.80%0.85%0.92%Q4 2020Q4 20215
FMR LLC 410.00%0.00%0.00%Q1 2021Q2 20225
Secure Asset Management, LLC 550.38%1.02%1.30%Q4 2020Q4 20215
PURSUE WEALTH PARTNERS LLC 550.20%0.31%0.39%Q4 2021Q4 20225
Kestra Advisory Services, LLC 550.00%0.00%0.01%Q4 2020Q4 20215
Quad-Cities Investment Group, LLC 440.07%0.07%0.08%Q4 2018Q3 20194
FLOW TRADERS U.S. LLC 220.03%0.05%0.09%Q2 2021Q2 20224
LADENBURG THALMANN FINANCIAL SERVICES INC. 310.00%0.00%0.00%Q4 2017Q2 20194
Private Advisor Group, LLC 210.00%0.00%0.00%Q2 2020Q1 20224
Stonebridge Financial Planning Group, LLC 440.10%0.27%0.41%Q3 2021Q2 20224
Bank of New York Mellon Corp 210.00%0.00%0.00%Q4 2020Q1 20224
CENTAURUS FINANCIAL, INC. 210.01%0.01%0.02%Q1 2021Q2 20234
Princeton Global Asset Management LLC 440.01%0.01%0.01%Q2 2021Q1 20224
Trinity Legacy Partners, LLC 440.14%0.16%0.20%Q2 2021Q1 20224
Paragon Private Wealth Management, LLC 440.20%0.60%1.76%Q4 2021Q3 20224
Cedar Brook Financial Partners, LLC 210.05%0.05%0.06%Q1 2022Q3 20233
FOUNDERS FINANCIAL SECURITIES LLC 330.12%0.13%0.14%Q3 2020Q1 20213
NEXT Financial Group, Inc 330.11%0.12%0.12%Q2 2021Q4 20213
Coppell Advisory Solutions LLC 210.00%0.00%0.00%Q4 2022Q3 20233
Sargent Bickham Lagudis LLC 330.00%0.00%0.00%Q3 2021Q1 20223
Beaumont Financial Partners, LLC 220.65%0.66%0.67%Q4 2021Q1 20222
Horizon Investments, LLC 110.02%0.03%0.03%Q3 2020Q1 20212
AMJ Financial Wealth Management 220.48%0.50%0.52%Q1 2021Q2 20212
Avior Wealth Management, LLC 220.00%0.00%0.00%Q4 2021Q1 20222
WMG Financial Advisors, LLC 220.22%0.24%0.26%Q4 2021Q1 20222
Jacobi Capital Management LLC 220.00%0.00%0.00%Q1 2021Q2 20212
Dynamic Advisor Solutions LLC 220.07%0.07%0.07%Q4 2021Q1 20222
D.A. DAVIDSON & CO. 220.12%0.13%0.13%Q1 2021Q2 20212
Total Clarity Wealth Management, Inc. 220.00%0.00%0.00%Q3 2021Q4 20212
US BANCORP \DE\ 220.00%0.00%0.00%Q4 2021Q1 20222
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q1 2022Q4 20222
Independent Advisor Alliance 220.08%0.08%0.08%Q1 2021Q2 20212
JPMORGAN CHASE & CO 220.00%0.00%0.00%Q2 2023Q3 20232
B. Riley Wealth Advisors, Inc. 220.02%0.02%0.02%Q3 2020Q4 20202
HFG Advisors, Inc. 221.09%1.12%1.15%Q4 2021Q1 20222
TSFG, LLC 220.02%0.02%0.02%Q1 2022Q2 20222
Signature Wealth Management Partners, LLC 220.20%0.20%0.21%Q4 2021Q1 20222
Private Advisory Group LLC 110.08%0.08%0.08%Q2 2021Q2 20211
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q3 2021Q3 20211
WIN ADVISORS, INC 110.00%0.00%0.00%Q4 2021Q4 20211
Sowell Financial Services LLC 110.00%0.00%0.00%Q4 2020Q4 20201
MML INVESTORS SERVICES, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
San Luis Wealth Advisors LLC 110.04%0.04%0.04%Q1 2022Q1 20221
Hexagon Capital Partners LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Simplicity Solutions, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
TWO SIGMA SECURITIES, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Capital Analysts, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Stratos Wealth Partners, LTD. 110.00%0.00%0.00%Q4 2017Q4 20171
Coppell Advisory Solutions Corp. 110.00%0.00%0.00%Q4 2022Q4 20221
Advisor Resource Council 110.11%0.11%0.11%Q4 2021Q4 20211
SRS Capital Advisors, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
FLAGSHIP HARBOR ADVISORS, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
BENJAMIN EDWARDS INC 110.01%0.01%0.01%Q1 2022Q1 20221
Register Financial Advisors LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Kingsview Wealth Management, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
BB&T SECURITIES, LLC 110.05%0.05%0.05%Q2 2019Q2 20191
Cornerstone Wealth Management, LLC 110.02%0.02%0.02%Q2 2021Q2 20211
ACIMA PRIVATE WEALTH, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Measured Wealth Private Client Group, LLC 110.01%0.01%0.01%Q3 2018Q3 20181
Wealthcare Advisory Partners LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Investmark Advisory Group LLC 110.02%0.02%0.02%Q4 2021Q4 20211
TOCQUEVILLE ASSET MANAGEMENT L.P. 110.01%0.01%0.01%Q3 2021Q3 20211
HRT FINANCIAL LP 110.01%0.01%0.01%Q1 2022Q1 20221
Plante Moran Financial Advisors, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Gladstone Institutional Advisory LLC 110.30%0.30%0.30%Q2 2021Q2 20211
Ancora Advisors LLC 110.00%0.00%0.00%Q1 2021Q1 20211
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.