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 24240.00%0.01%0.03%Q4 2017Q3 202324
ROYAL BANK OF CANADA 2210.00%0.00%0.00%Q4 2017Q3 202323
Focused Wealth Management, Inc 21210.00%0.20%1.10%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.02%Q3 2018Q3 202321
SUSQUEHANNA INTERNATIONAL GROUP, LLP 810.00%0.00%0.00%Q3 2017Q2 202320
WELLS FARGO & COMPANY/MN 19190.00%0.00%0.01%Q1 2019Q3 202319
BANK OF AMERICA CORP /DE/ 1610.00%0.00%0.00%Q2 2017Q1 202318
CWM, LLC 1080.01%0.03%0.12%Q1 2019Q3 202318
Citadel Advisors 910.00%0.00%0.00%Q3 2018Q3 202317
RAYMOND JAMES & ASSOCIATES 1430.00%0.01%0.02%Q2 2018Q3 202317
UBS Group AG 510.00%0.00%0.01%Q4 2017Q3 202316
OSAIC HOLDINGS, INC. 15150.00%0.01%0.01%Q1 2020Q3 202315
American Portfolios Advisors 1320.00%0.00%0.02%Q3 2018Q3 202215
Raymond James Financial Services Advisors, Inc. 14140.00%0.03%0.07%Q2 2020Q3 202314
GOLDMAN SACHS GROUP INC 13130.00%0.00%0.00%Q3 2020Q3 202313
BENJAMIN F. EDWARDS & COMPANY, INC. 1120.00%0.27%0.64%Q2 2018Q3 202313
IFP Advisors, Inc 850.00%0.00%0.02%Q2 2020Q3 202313
Steward Partners Investment Advisory, LLC 12120.00%0.01%0.01%Q4 2020Q3 202312
Janney Montgomery Scott LLC 930.00%0.01%0.02%Q2 2018Q3 202312
TRUIST FINANCIAL CORP 750.00%0.00%0.01%Q2 2020Q3 202312
AE Wealth Management LLC 650.00%0.01%0.01%Q4 2020Q3 202311
MORGAN STANLEY 920.00%0.01%0.01%Q2 2018Q3 202311
MGO ONE SEVEN LLC 710.00%0.05%0.13%Q4 2017Q3 202310
Tower Research Capital LLC (TRC) 810.00%0.02%0.04%Q2 2017Q3 202310
LADENBURG THALMANN FINANCIAL SERVICES INC. 10100.00%0.00%0.00%Q4 2016Q1 201910
KESTRA PRIVATE WEALTH SERVICES, LLC 10100.01%0.05%0.13%Q2 2021Q3 202310
JANE STREET GROUP, LLC 310.00%0.00%0.00%Q1 2018Q2 202310
STIFEL FINANCIAL CORP 990.00%0.00%0.01%Q3 2021Q3 20239
J Arnold Wealth Management Co 710.01%3.24%8.14%Q4 2019Q1 20239
Cetera Advisors LLC 810.00%0.01%0.02%Q1 2019Q3 20239
Rockefeller Capital Management L.P. 810.00%0.01%0.02%Q2 2021Q3 20239
Private Advisor Group, LLC 710.00%0.01%0.02%Q2 2020Q3 20238
Baird Financial Group, Inc. 880.00%0.00%0.01%Q4 2021Q3 20238
ATWOOD & PALMER INC 880.00%0.11%0.21%Q4 2021Q3 20238
Geneos Wealth Management Inc. 530.00%0.01%0.06%Q2 2021Q3 20238
NewEdge Advisors, LLC 880.01%0.12%0.24%Q4 2021Q3 20238
Apeiron RIA LLC 880.01%0.22%0.30%Q4 2021Q3 20238
PGIM Custom Harvest LLC 440.04%0.13%0.24%Q4 2020Q3 20238
Secure Asset Management, LLC 880.35%0.54%0.81%Q4 2021Q3 20238
COMMONWEALTH EQUITY SERVICES, LLC 880.00%0.02%0.04%Q4 2021Q3 20238
HighMark Wealth Management LLC 880.01%0.02%0.03%Q4 2021Q3 20238
NewSquare Capital LLC 880.01%1.05%2.48%Q4 2021Q3 20238
Transamerica Financial Advisors, Inc. 880.00%0.53%1.68%Q4 2021Q3 20238
D.A. DAVIDSON & CO. 710.01%0.01%0.01%Q4 2017Q3 20238
Gerber Kawasaki Wealth & Investment Management 770.01%0.04%0.05%Q1 2022Q3 20237
AlphaMark Advisors, LLC 770.00%0.02%0.03%Q1 2022Q3 20237
CENTAURUS FINANCIAL, INC. 610.00%0.03%0.03%Q2 2018Q3 20237
ENVESTNET ASSET MANAGEMENT INC 770.00%0.00%0.00%Q1 2022Q3 20237
Kestra Advisory Services, LLC 770.00%0.01%0.02%Q1 2022Q3 20237
Global Retirement Partners, LLC 770.00%0.00%0.01%Q1 2022Q3 20237
Winch Advisory Services, LLC 770.00%0.00%0.00%Q1 2018Q3 20197
Stratos Wealth Partners, LTD. 770.01%0.01%0.01%Q1 2022Q3 20237
MML INVESTORS SERVICES, LLC 520.00%0.00%0.01%Q4 2021Q3 20237
Regal Investment Advisors LLC 770.05%0.07%0.09%Q1 2022Q3 20237
BENJAMIN EDWARDS INC 770.01%0.01%0.01%Q1 2022Q3 20237
FMR LLC 610.00%0.00%0.00%Q2 2020Q3 20237
Cambridge Investment Research Advisors, Inc. 660.00%0.01%0.02%Q2 2022Q3 20236
Advisory Services Network, LLC 660.00%0.30%0.42%Q4 2021Q1 20236
PRIVATE TRUST CO NA 660.01%0.02%0.03%Q2 2022Q3 20236
DB Wealth Management Group, LLC 660.04%0.05%0.06%Q2 2022Q3 20236
Quad-Cities Investment Group, LLC 660.04%0.16%0.38%Q2 2018Q3 20196
Cetera Advisor Networks LLC 660.00%0.01%0.03%Q2 2022Q3 20236
FLOW TRADERS U.S. LLC 330.01%0.03%0.04%Q4 2021Q3 20236
Westside Investment Management, Inc. 660.00%0.00%0.01%Q2 2022Q3 20236
AVANTAX ADVISORY SERVICES, INC. 420.00%0.01%0.01%Q1 2021Q3 20236
HFG Advisors, Inc. 660.37%0.72%1.08%Q2 2022Q3 20236
J.P. Morgan Private Wealth Advisors LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Realta Investment Advisors 660.12%0.16%0.18%Q4 2021Q1 20236
HARBOUR INVESTMENTS, INC. 660.02%0.05%0.12%Q2 2022Q3 20236
Vectors Research Management, LLC 660.00%0.00%0.00%Q1 2021Q2 20226
Quantum Private Wealth, LLC 660.13%0.36%0.53%Q2 2022Q3 20236
SPC Financial, Inc. 550.03%0.10%0.13%Q4 2021Q4 20225
FIRST TRUST ADVISORS LP 550.62%0.69%0.82%Q4 2021Q4 20225
MinichMacGregor Wealth Management, LLC 550.20%0.23%0.26%Q4 2021Q4 20225
Snowden Capital Advisors LLC 210.00%0.02%0.05%Q3 2019Q3 20235
Laidlaw Wealth Management LLC 410.04%0.05%0.08%Q1 2022Q3 20235
SFI Advisors, LLC 551.98%2.39%2.60%Q3 2022Q3 20235
Paragon Private Wealth Management, LLC 551.60%2.71%3.18%Q4 2021Q4 20225
HighTower Advisors, LLC 550.00%0.01%0.01%Q4 2021Q4 20225
TriaGen Wealth Management LLC 550.51%0.70%1.05%Q4 2021Q4 20225
Castle Rock Wealth Management, LLC 550.36%0.45%0.52%Q4 2021Q4 20225
Claro Advisors LLC 550.11%0.12%0.14%Q4 2021Q4 20225
Arkadios Wealth Advisors 210.00%0.02%0.04%Q4 2019Q1 20235
Atria Wealth Solutions, Inc. 310.00%0.01%0.01%Q1 2022Q3 20234
Red Tortoise LLC 310.00%0.02%0.03%Q3 2021Q2 20234
DAVENPORT & Co LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Capital Investment Advisory Services, LLC 440.00%0.00%0.00%Q4 2018Q3 20194
Onyx Bridge Wealth Group LLC 440.12%0.31%0.48%Q2 2022Q1 20234
WCG Wealth Advisors LLC 330.07%0.82%1.23%Q2 2022Q4 20224
O'Dell Group, LLC 445.30%6.02%6.99%Q1 2022Q4 20224
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 440.00%0.00%0.00%Q4 2022Q3 20234
Kingsview Wealth Management, LLC 210.04%0.08%0.16%Q1 2018Q2 20224
National Wealth Management Group, LLC 440.52%0.59%0.65%Q4 2022Q3 20234
Anchor Investment Management, LLC 440.00%0.00%0.00%Q1 2023Q4 20234
Holistic Financial Partners 441.64%2.46%4.31%Q2 2021Q1 20224
Newbridge Financial Services Group, Inc. 440.00%0.01%0.01%Q2 2022Q1 20234
TCI Wealth Advisors, Inc. 440.00%0.00%0.00%Q2 2022Q1 20234
Cyndeo Wealth Partners, LLC 440.04%0.43%0.89%Q4 2022Q3 20234
MONEY CONCEPTS CAPITAL CORP 440.00%0.00%0.00%Q1 2022Q4 20224
Mutual Advisors, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
PRUDENTIAL FINANCIAL INC 440.00%0.00%0.00%Q4 2021Q3 20224
Claraphi Advisory Network, LLC 440.16%0.27%0.45%Q1 2022Q4 20224
Cetera Investment Advisers 440.00%0.01%0.01%Q4 2022Q3 20234
MARSHALL WACE, LLP 330.00%0.00%0.00%Q3 2022Q1 20233
WEDBUSH SECURITIES INC 330.03%0.03%0.04%Q4 2021Q2 20223
Kore Private Wealth LLC 330.02%0.02%0.03%Q1 2020Q3 20203
Sigma Planning Corp 210.04%0.05%0.06%Q2 2020Q1 20223
HRT FINANCIAL LP 210.00%0.02%0.04%Q1 2022Q2 20233
FAS Wealth Partners, Inc. 330.01%0.01%0.01%Q1 2023Q3 20233
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 110.14%0.32%0.44%Q4 2021Q3 20233
Archer Investment Corp 330.00%0.00%0.00%Q1 2023Q3 20233
Bank of New York Mellon Corp 330.00%0.00%0.00%Q1 2023Q3 20233
Gateway Advisory, LLC 210.40%0.92%1.44%Q1 2022Q4 20223
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
Householder Group Estate & Retirement Specialist, LLC 110.00%0.00%0.00%Q3 2022Q3 20233
Outlook Wealth Advisors, LLC 210.08%0.10%0.14%Q1 2022Q1 20233
Versant Capital Management, Inc 330.00%0.00%0.00%Q1 2023Q3 20233
IAMS WEALTH MANAGEMENT, LLC 330.38%0.40%0.42%Q1 2023Q3 20233
Qube Research & Technologies Ltd 210.00%0.00%0.00%Q2 2022Q3 20233
Cape Investment Advisory, Inc. 330.00%0.00%0.01%Q1 2023Q3 20233
ICA Group Wealth Management, LLC 330.01%0.01%0.01%Q4 2022Q2 20233
Private Advisory Group LLC 210.08%0.27%0.64%Q2 2018Q2 20223
CREDIT SUISSE AG/ 330.00%0.00%0.00%Q2 2022Q4 20223
Wagner Wealth Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Insight Advisors, LLC/ PA 220.08%0.08%0.09%Q2 2022Q3 20222
FMA ADVISORY INC 220.10%0.11%0.11%Q2 2018Q3 20182
TUCKER ASSET MANAGEMENT LLC 220.00%0.00%0.00%Q2 2023Q3 20232
NewEdge Wealth, LLC 220.01%0.01%0.02%Q2 2023Q3 20232
Prospera Financial Services Inc 110.02%0.02%0.02%Q1 2022Q4 20222
MILLENNIUM MANAGEMENT LLC 110.00%0.00%0.00%Q1 2022Q1 20232
FLAGSTAR ADVISORS INC 110.02%0.02%0.02%Q3 2021Q3 20222
OneAscent Financial Services LLC 220.07%0.08%0.09%Q2 2023Q3 20232
Beacon Capital Management, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Avior Wealth Management, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Coppell Advisory Solutions LLC 220.36%0.37%0.38%Q1 2023Q2 20232
Lindbrook Capital, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Financial Advocates Investment Management 110.03%0.16%0.28%Q1 2022Q4 20222
OPPENHEIMER & CO INC 220.02%0.02%0.03%Q4 2022Q1 20232
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 220.08%0.09%0.10%Q2 2018Q3 20182
US BANCORP \DE\ 220.00%0.00%0.00%Q3 2022Q4 20222
Integrated Wealth Concepts LLC 220.01%0.02%0.02%Q4 2022Q1 20232
ASSETMARK, INC 220.00%0.00%0.00%Q2 2023Q3 20232
StoneX Group Inc. 110.09%0.10%0.11%Q4 2021Q1 20232
PNC FINANCIAL SERVICES GROUP, INC. 110.00%0.00%0.00%Q2 2019Q4 20222
Kovack Advisors, Inc. 110.03%0.04%0.04%Q1 2022Q4 20222
Founders Financial Alliance, LLC 220.05%0.06%0.06%Q1 2023Q2 20232
WMG Financial Advisors, LLC 220.18%0.48%0.78%Q4 2022Q1 20232
CREATIVE FINANCIAL DESIGNS INC /ADV 220.00%0.00%0.00%Q4 2022Q1 20232
LEVEL FOUR ADVISORY SERVICES, LLC 220.02%0.03%0.03%Q1 2022Q2 20222
NEXT Financial Group, Inc 110.00%0.01%0.01%Q4 2018Q4 20212
JPMORGAN CHASE & CO 220.00%0.00%0.00%Q2 2023Q3 20232
Renaissance Technologies 110.00%0.00%0.00%Q2 2022Q4 20222
Oxler Private Wealth LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Kingsbury Capital Investment Advisors LLC 110.32%0.32%0.32%Q1 2022Q1 20221
TWO SIGMA SECURITIES, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
FLAGSHIP HARBOR ADVISORS, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Charter Oak Capital Management, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Y.D. More Investments Ltd 110.05%0.05%0.05%Q3 2023Q3 20231
Riggs Asset Managment Co. Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
B. Riley Wealth Advisors, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
NBC SECURITIES, INC. 110.02%0.02%0.02%Q3 2023Q3 20231
Coppell Advisory Solutions Corp. 110.38%0.38%0.38%Q1 2023Q1 20231
Jaffetilchin Investment Partners, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
PARK AVENUE SECURITIES LLC 110.00%0.00%0.00%Q3 2023Q3 20231
BNP PARIBAS FINANCIAL MARKETS 110.00%0.00%0.00%Q2 2023Q2 20231
WealthBridge Capital Management, LLC 110.09%0.09%0.09%Q1 2023Q1 20231
Clarus Wealth Advisors 110.21%0.21%0.21%Q2 2023Q2 20231
TRUST CO OF OKLAHOMA 110.09%0.09%0.09%Q4 2022Q4 20221
Register Financial Advisors LLC 110.01%0.01%0.01%Q4 2022Q4 20221
NORTHWEST WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Strategic Blueprint, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
BANK OF MONTREAL /CAN/ 110.00%0.00%0.00%Q3 2023Q3 20231
COMERICA BANK 110.01%0.01%0.01%Q3 2023Q3 20231
RFG Advisory, LLC 110.32%0.32%0.32%Q1 2022Q1 20221
Envestnet Portfolio Solutions, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Global Trust Asset Management, LLC 110.06%0.06%0.06%Q2 2021Q2 20211
GTS SECURITIES LLC 110.01%0.01%0.01%Q2 2023Q2 20231
HUNTINGTON NATIONAL BANK 110.00%0.00%0.00%Q3 2022Q3 20221
Eudaimonia Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
First Allied Advisory Services, Inc. 110.01%0.01%0.01%Q4 2017Q4 20171
BB&T INVESTMENT SERVICES, INC. 110.00%0.00%0.00%Q4 2017Q4 20171
Core Wealth Advisors, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
Gladstone Institutional Advisory LLC 110.11%0.11%0.11%Q4 2022Q4 20221
Simplicity Solutions, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
OLD MISSION CAPITAL LLC 110.08%0.08%0.08%Q1 2022Q1 20221
Team Financial Group, LLC 110.13%0.13%0.13%Q3 2023Q3 20231
Bogart Wealth, LLC 110.33%0.33%0.33%Q3 2018Q3 20181
Gateway Wealth Partners, LLC 110.05%0.05%0.05%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.