FIRST TR EXCHANGE-TRADED FD shareholder history

Current and past FIRST TR EXCHANGE-TRADED FD shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
RAYMOND JAMES & ASSOCIATES 1890.00%0.01%0.02%Q4 2016Q3 202327
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1080.00%0.00%0.00%Q4 2016Q3 202326
ROYAL BANK OF CANADA 1870.00%0.00%0.00%Q4 2016Q3 202325
LPL Financial LLC 23230.00%0.01%0.01%Q1 2018Q3 202323
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.01%Q3 2018Q3 202321
BANK OF AMERICA CORP /DE/ 1810.00%0.00%0.00%Q4 2016Q3 202319
WELLS FARGO & COMPANY/MN 19190.00%0.00%0.00%Q1 2019Q3 202319
Citadel Advisors 610.00%0.00%0.00%Q1 2017Q3 202318
Advisory Services Network, LLC 810.00%0.06%0.37%Q2 2018Q3 202318
CWM, LLC 1030.00%0.01%0.06%Q1 2019Q3 202316
Cambridge Investment Research Advisors, Inc. 1210.00%0.01%0.02%Q1 2018Q3 202316
OSAIC HOLDINGS, INC. 15150.00%0.00%0.01%Q1 2020Q3 202315
Kestra Advisory Services, LLC 12120.01%0.02%0.04%Q4 2020Q3 202312
Janney Montgomery Scott LLC 930.00%0.01%0.02%Q2 2019Q3 202312
Cetera Advisors LLC 1110.00%0.01%0.02%Q1 2019Q3 202312
STIFEL FINANCIAL CORP 720.00%0.00%0.01%Q4 2018Q3 202312
BDO Wealth Advisors, LLC 11110.00%0.00%0.01%Q4 2020Q2 202311
MORGAN STANLEY 11110.00%0.00%0.01%Q1 2021Q3 202311
BENJAMIN F. EDWARDS & COMPANY, INC. 740.00%0.19%0.58%Q2 2020Q3 202311
Wealthcare Advisory Partners LLC 1010.00%0.00%0.01%Q4 2017Q1 202111
Raymond James Financial Services Advisors, Inc. 11110.00%0.01%0.05%Q1 2021Q3 202311
IFP Advisors, Inc 810.00%0.00%0.00%Q2 2018Q3 202311
UBS Group AG 310.00%0.00%0.00%Q2 2017Q4 202211
Regal Investment Advisors LLC 510.02%0.03%0.04%Q2 2020Q3 202310
LADENBURG THALMANN FINANCIAL SERVICES INC. 10100.00%0.00%0.00%Q3 2017Q4 201910
Advisor Group, Inc. 820.00%0.00%0.00%Q1 2017Q4 201910
Cetera Advisor Networks LLC 510.00%0.01%0.02%Q2 2020Q3 202310
AVANTAX ADVISORY SERVICES, INC. 10100.03%0.04%0.05%Q2 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.01%0.06%0.09%Q1 2021Q3 202310
American Portfolios Advisors 550.00%0.00%0.01%Q1 2019Q3 202210
JANE STREET GROUP, LLC 410.00%0.00%0.01%Q4 2016Q1 202310
Stonebridge Financial Planning Group, LLC 990.01%0.02%0.03%Q4 2019Q4 20219
Concentrum Wealth Management 990.54%0.81%0.97%Q3 2021Q3 20239
Bank of New York Mellon Corp 990.00%0.00%0.00%Q3 2021Q3 20239
TRUIST FINANCIAL CORP 630.00%0.01%0.02%Q4 2019Q3 20239
Rockefeller Capital Management L.P. 330.00%0.00%0.01%Q2 2019Q3 20239
Geneos Wealth Management Inc. 880.00%0.01%0.01%Q4 2021Q3 20238
Global Retirement Partners, LLC 880.00%0.00%0.02%Q4 2021Q3 20238
Ballew Advisors, Inc 530.16%0.17%0.19%Q4 2020Q3 20238
COMMONWEALTH EQUITY SERVICES, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Arkadios Wealth Advisors 880.01%0.02%0.04%Q4 2019Q3 20218
WFA Asset Management Corp 880.02%0.03%0.04%Q4 2021Q3 20238
Western Wealth Management, LLC 410.02%0.03%0.05%Q2 2021Q3 20238
IFG Advisory, LLC 770.16%0.20%0.31%Q3 2019Q1 20217
Royal Fund Management, LLC 770.01%0.01%0.01%Q3 2018Q1 20207
True Link Financial Advisors, LLC 770.05%0.05%0.07%Q1 2022Q3 20237
US BANCORP \DE\ 520.00%0.00%0.00%Q2 2018Q3 20207
ENVESTNET ASSET MANAGEMENT INC 430.00%0.00%0.00%Q3 2020Q3 20237
Tyler-Stone Wealth Management 520.01%0.01%0.01%Q4 2021Q3 20237
EPG Wealth Management LLC 510.00%0.00%0.00%Q1 2022Q3 20236
Steward Partners Investment Advisory, LLC 510.00%0.00%0.00%Q4 2020Q3 20236
Stegent Equity Advisors, Inc. 660.86%1.81%2.45%Q2 2022Q3 20236
PRIVATE TRUST CO NA 660.05%0.06%0.08%Q2 2022Q3 20236
Tower Research Capital LLC (TRC) 210.00%0.00%0.00%Q1 2017Q3 20236
KESTRA PRIVATE WEALTH SERVICES, LLC 550.02%0.12%0.19%Q1 2021Q1 20225
NEXT Financial Group, Inc 410.00%0.05%0.17%Q2 2019Q4 20215
Private Advisory Group LLC 210.09%0.19%0.39%Q4 2017Q3 20235
Kovack Advisors, Inc. 320.02%0.05%0.07%Q4 2021Q3 20235
Capital Analysts, LLC 550.01%0.01%0.01%Q3 2021Q3 20225
GOLDMAN SACHS GROUP INC 410.00%0.00%0.00%Q4 2020Q1 20235
Total Clarity Wealth Management, Inc. 210.00%0.01%0.02%Q4 2019Q2 20225
MONEY CONCEPTS CAPITAL CORP 550.00%0.00%0.00%Q4 2021Q4 20225
Adams Wealth Management 550.39%1.25%1.60%Q3 2022Q3 20235
BLAIR WILLIAM & CO/IL 440.00%0.00%0.00%Q4 2022Q3 20234
MML INVESTORS SERVICES, LLC 220.00%0.01%0.03%Q1 2018Q3 20234
Fulcrum Equity Management 440.23%1.06%1.37%Q2 2020Q1 20214
CITIGROUP INC 440.00%0.00%0.00%Q1 2018Q4 20184
B. Riley Wealth Advisors, Inc. 440.01%0.01%0.01%Q1 2021Q4 20214
NewEdge Advisors, LLC 440.00%0.11%0.17%Q4 2022Q3 20234
CREATIVE FINANCIAL DESIGNS INC /ADV 440.00%0.00%0.00%Q4 2022Q3 20234
Marquette Asset Management, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Newbridge Financial Services Group, Inc. 310.00%0.01%0.01%Q3 2022Q3 20234
Prospera Financial Services Inc 310.00%0.01%0.02%Q1 2022Q3 20234
Plante Moran Financial Advisors, LLC 440.00%0.00%0.00%Q1 2021Q4 20214
FLOW TRADERS U.S. LLC 220.01%0.04%0.08%Q2 2022Q2 20234
HighTower Advisors, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Stratos Wealth Partners, LTD. 330.00%0.01%0.02%Q1 2018Q3 20183
HFG Advisors, Inc. 330.53%0.58%0.61%Q1 2023Q3 20233
MinichMacGregor Wealth Management, LLC 331.15%1.24%1.30%Q1 2023Q3 20233
Nilsine Partners, LLC 330.50%0.83%1.31%Q1 2023Q3 20233
Mariner, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
ATWOOD & PALMER INC 330.01%0.01%0.01%Q1 2023Q3 20233
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 210.00%0.00%0.00%Q1 2022Q3 20233
Realta Investment Advisors 210.00%0.08%0.12%Q3 2022Q3 20233
CIBC Private Wealth Group, LLC 330.00%0.00%0.00%Q4 2017Q2 20183
PSI Advisors, LLC 330.00%0.00%0.00%Q3 2021Q1 20223
Transamerica Financial Advisors, Inc. 330.10%0.24%0.34%Q1 2023Q3 20233
WMG Financial Advisors, LLC 330.70%0.84%1.07%Q1 2023Q3 20233
Register Financial Advisors LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Ameritas Investment Company, LLC 110.00%0.00%0.00%Q4 2018Q1 20203
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
Paragon Private Wealth Management, LLC 332.59%2.66%2.70%Q1 2023Q3 20233
FMR LLC 110.00%0.00%0.00%Q4 2018Q3 20233
BENJAMIN EDWARDS INC 330.02%0.02%0.02%Q1 2023Q3 20233
OPPENHEIMER & CO INC 330.04%0.05%0.06%Q1 2023Q3 20233
StoneX Group Inc. 330.10%0.15%0.18%Q1 2023Q3 20233
Kingsview Wealth Management, LLC 210.04%0.08%0.13%Q4 2019Q3 20233
Baird Financial Group, Inc. 330.01%0.01%0.02%Q1 2023Q3 20233
Baker Avenue Asset Management, LP 330.01%0.01%0.01%Q1 2023Q3 20233
NewSquare Capital LLC 330.57%1.35%2.00%Q1 2023Q3 20233
Financial Architects, Inc 330.00%0.00%0.00%Q2 2017Q4 20173
FIRST TRUST ADVISORS LP 330.79%0.80%0.83%Q1 2023Q3 20233
WFG Advisors, LP 330.00%0.00%0.00%Q4 2016Q2 20173
Capital Investment Advisory Services, LLC 330.00%0.00%0.01%Q1 2023Q3 20233
O'Dell Group, LLC 336.04%6.12%6.19%Q1 2023Q3 20233
AE Wealth Management LLC 210.00%0.01%0.02%Q4 2019Q1 20213
TriaGen Wealth Management LLC 330.46%0.80%1.02%Q1 2023Q3 20233
WCG Wealth Advisors LLC 330.74%0.93%1.15%Q1 2023Q3 20233
Cetera Investment Advisers 110.00%0.00%0.00%Q3 2021Q3 20232
Goodwin Investment Advisory 220.00%0.00%0.00%Q4 2021Q1 20222
Snowden Capital Advisors LLC 220.18%0.19%0.20%Q4 2020Q1 20212
Orion Portfolio Solutions, LLC 220.00%0.00%0.00%Q1 2020Q2 20202
Cyndeo Wealth Partners, LLC 220.67%0.70%0.72%Q2 2023Q3 20232
Psagot Value Holdings Ltd. 220.00%0.00%0.01%Q2 2021Q3 20212
WealthPLAN Partners, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Spire Wealth Management 220.03%0.03%0.03%Q1 2022Q2 20222
Harvest Investment Services, LLC 110.08%0.10%0.12%Q4 2021Q2 20232
CREDIT SUISSE AG/ 220.00%0.00%0.00%Q2 2022Q3 20222
DB Wealth Management Group, LLC 220.05%0.05%0.05%Q4 2020Q1 20212
Portfolio Strategies, Inc. 220.00%0.00%0.00%Q2 2018Q3 20182
STEPHENS INC /AR/ 220.06%0.06%0.06%Q1 2019Q2 20192
Merit Financial Group, LLC 220.05%0.07%0.09%Q2 2023Q3 20232
Outlook Wealth Advisors, LLC 220.20%0.20%0.20%Q2 2023Q3 20232
Simplicity Solutions, LLC 110.00%0.01%0.02%Q4 2019Q4 20202
Venturi Wealth Management, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Worth Asset Management, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
Winslow, Evans & Crocker, Inc. 220.00%0.00%0.00%Q2 2017Q3 20172
SUNTRUST BANKS INC 220.00%0.00%0.00%Q2 2019Q3 20192
Kesler, Norman & Wride, LLC 220.07%0.07%0.07%Q2 2023Q3 20232
JPMORGAN CHASE & CO 220.00%0.00%0.00%Q2 2023Q3 20232
Claraphi Advisory Network, LLC 220.14%0.20%0.26%Q4 2021Q1 20222
TRUST CO OF OKLAHOMA 220.08%0.16%0.24%Q2 2023Q3 20232
L.M. KOHN & COMPANY 220.10%0.10%0.10%Q2 2023Q3 20232
Iron Horse Wealth Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Pinnacle Family Advisors, LLC 110.33%0.33%0.33%Q4 2019Q4 20191
Gladstone Institutional Advisory LLC 110.06%0.06%0.06%Q1 2020Q1 20201
Eudaimonia Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
WOLVERINE TRADING, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Financial Advocates Investment Management 110.02%0.02%0.02%Q1 2023Q1 20231
BNP PARIBAS FINANCIAL MARKETS 110.02%0.02%0.02%Q1 2023Q1 20231
TD Waterhouse Canada Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
WealthBridge Capital Management, LLC 110.10%0.10%0.10%Q2 2023Q2 20231
Crow Point Partners, LLC 110.00%0.00%0.00%Q3 2017Q3 20171
NATIONAL BANK OF CANADA /FI/ 110.00%0.00%0.00%Q4 2022Q4 20221
NBC SECURITIES, INC. 110.02%0.02%0.02%Q3 2023Q3 20231
Clearstead Advisors, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
FLAGSHIP HARBOR ADVISORS, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Tradewinds Capital Management, LLC 110.00%0.00%0.00%Q3 2017Q3 20171
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Larson Financial Group LLC 110.01%0.01%0.01%Q3 2019Q3 20191
Financial Gravity Asset Management, Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
Virtu Financial LLC 110.03%0.03%0.03%Q3 2017Q3 20171
GPS Wealth Strategies Group, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
NIEMANN CAPITAL MANAGEMENT INC 110.63%0.63%0.63%Q2 2020Q2 20201
CONDOR CAPITAL MANAGEMENT 110.08%0.08%0.08%Q4 2021Q4 20211
THRIVENT FINANCIAL FOR LUTHERANS 110.00%0.00%0.00%Q3 2023Q3 20231
Strategic Blueprint, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Migdal Insurance & Financial Holdings Ltd. 110.00%0.00%0.00%Q4 2021Q4 20211
Apeiron RIA LLC 110.12%0.12%0.12%Q1 2023Q1 20231
Synergy Asset Management, LLC 111.08%1.08%1.08%Q3 2021Q3 20211
Private Advisor Group, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
GSA CAPITAL PARTNERS LLP 110.03%0.03%0.03%Q3 2023Q3 20231
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
DHJJ Financial Advisors, Ltd. 110.00%0.00%0.00%Q3 2023Q3 20231
Kraft, Davis & Associates, LLC 110.09%0.09%0.09%Q2 2023Q2 20231
Atomi Financial Group, Inc. 110.14%0.14%0.14%Q3 2023Q3 20231
Claro Advisors LLC 110.05%0.05%0.05%Q3 2023Q3 20231
Horan Securities, Inc. 110.00%0.00%0.00%Q1 2020Q1 20201
Focused Wealth Management, Inc 110.01%0.01%0.01%Q4 2018Q4 20181
FORT PITT CAPITAL GROUP, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Sigma Planning Corp 110.01%0.01%0.01%Q4 2019Q4 20191
Psagot Value Holdings Ltd. / (Israel) 110.01%0.01%0.01%Q3 2021Q3 20211
CX Institutional 110.00%0.00%0.00%Q2 2022Q2 20221
Global Trust Asset Management, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Founders Financial Alliance, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
Coston, McIsaac & Partners 110.00%0.00%0.00%Q1 2023Q1 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.