FIRST TR EXCHANGE TRADED FD shareholder history

Current and past FIRST TR EXCHANGE TRADED FD shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
BANK OF AMERICA CORP /DE/ 31310.00%0.00%0.01%Q1 2016Q3 202331
LPL Financial LLC 31310.01%0.07%0.20%Q1 2016Q3 202331
Geneos Wealth Management Inc. 31310.03%0.12%0.24%Q1 2016Q3 202331
Private Advisor Group, LLC 30300.00%0.07%0.14%Q2 2016Q3 202330
UBS Group AG 30300.00%0.02%0.03%Q2 2016Q3 202330
MORGAN STANLEY 30300.00%0.01%0.02%Q2 2016Q3 202330
Cambridge Investment Research Advisors, Inc. 30300.00%0.01%0.02%Q2 2016Q3 202330
ROYAL BANK OF CANADA 30300.00%0.00%0.00%Q2 2016Q3 202330
RAYMOND JAMES & ASSOCIATES 30300.00%0.01%0.04%Q2 2016Q3 202330
Raymond James Financial Services Advisors, Inc. 15140.01%0.09%0.25%Q2 2016Q3 202329
Prospera Financial Services Inc 18110.01%0.35%0.78%Q2 2016Q3 202329
Janney Montgomery Scott LLC 29290.00%0.01%0.03%Q3 2016Q3 202329
Sigma Planning Corp 28280.01%0.33%0.76%Q2 2016Q1 202328
WELLS FARGO & COMPANY/MN 2710.00%0.00%0.01%Q3 2016Q3 202328
Baird Financial Group, Inc. 28280.00%0.01%0.02%Q4 2016Q3 202328
Global Retirement Partners, LLC 2070.00%0.01%0.11%Q4 2016Q3 202327
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1420.00%0.00%0.00%Q3 2016Q3 202326
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.01%0.02%Q4 2017Q3 202324
ENVESTNET ASSET MANAGEMENT INC 1440.00%0.00%0.02%Q3 2016Q3 202323
IFP Advisors, Inc 820.00%0.00%0.02%Q1 2016Q3 202322
Keystone Financial Group 2020.09%0.68%1.78%Q1 2018Q3 202322
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.02%0.07%Q3 2018Q3 202321
MML INVESTORS SERVICES, LLC 1650.00%0.03%0.06%Q2 2017Q3 202321
CREATIVE FINANCIAL DESIGNS INC /ADV 21210.02%0.62%1.76%Q3 2018Q3 202321
PNC FINANCIAL SERVICES GROUP, INC. 1320.00%0.00%0.00%Q1 2017Q3 202321
OPPENHEIMER & CO INC 20200.01%0.01%0.02%Q4 2018Q3 202320
LINCOLN NATIONAL CORP 1820.01%0.02%0.05%Q2 2018Q3 202320
Capital Investment Advisory Services, LLC 20200.00%0.02%0.03%Q4 2018Q3 202320
American Portfolios Advisors 20200.00%0.01%0.01%Q4 2017Q3 202220
OneDigital Investment Advisors LLC 20200.02%0.20%0.83%Q4 2018Q3 202320
Citadel Advisors 610.00%0.00%0.00%Q2 2016Q3 202320
Aptus Capital Advisors, LLC 19190.00%0.03%0.12%Q1 2019Q3 202319
STIFEL FINANCIAL CORP 1110.00%0.00%0.01%Q2 2016Q4 202219
Riggs Asset Managment Co. Inc. 18180.00%0.72%1.22%Q1 2016Q2 202018
Atria Investments, Inc 18180.06%0.23%0.55%Q2 2019Q3 202318
Stratos Wealth Partners, LTD. 17170.01%0.03%0.05%Q2 2016Q2 202017
Hudock, Inc. 1610.00%0.00%0.00%Q2 2016Q3 202217
JANE STREET GROUP, LLC 510.00%0.00%0.01%Q2 2016Q3 202317
D.A. DAVIDSON & CO. 17170.00%0.03%0.04%Q1 2016Q1 202017
WealthShield Partners, LLC 1210.01%0.08%0.20%Q4 2017Q3 202316
Advisor Group, Inc. 15150.03%0.14%0.32%Q2 2016Q4 201915
LADENBURG THALMANN FINANCIAL SERVICES INC. 15150.01%0.04%0.06%Q2 2016Q4 201915
OSAIC HOLDINGS, INC. 15150.00%0.01%0.02%Q1 2020Q3 202315
CITIGROUP INC 1130.00%0.00%0.00%Q1 2017Q2 202114
Cutter & CO Brokerage, Inc. 710.08%0.43%0.93%Q2 2016Q2 202014
Cetera Advisors LLC 1210.01%0.07%0.12%Q2 2016Q1 202213
TRUIST FINANCIAL CORP 1010.00%0.00%0.02%Q4 2019Q3 202313
Key FInancial Inc 1210.00%0.00%0.01%Q1 2020Q3 202313
Kestra Advisory Services, LLC 13130.00%0.01%0.02%Q3 2020Q3 202313
MARINER INDEPENDENT ADVISOR NETWORK, LLC 720.02%0.11%0.24%Q3 2016Q1 202013
MTM Investment Management, LLC 12120.04%0.07%0.09%Q4 2020Q3 202312
Professional Financial Advisors, LLC 12120.01%0.21%0.65%Q4 2019Q3 202212
Arkadios Wealth Advisors 12120.03%0.04%0.07%Q4 2020Q3 202312
Founders Financial Alliance, LLC 11110.01%0.02%0.02%Q1 2021Q3 202311
Freedom Investment Management, Inc. 11110.04%0.05%0.07%Q1 2021Q3 202311
Financial Advocates Investment Management 10100.06%0.08%0.09%Q4 2017Q1 202010
BENJAMIN F. EDWARDS & COMPANY, INC. 910.00%0.00%0.00%Q4 2016Q2 201910
Spire Wealth Management 10100.00%0.01%0.02%Q1 2021Q2 202310
HARBOUR INVESTMENTS, INC. 640.00%0.00%0.00%Q1 2021Q3 202310
UNITED CAPITAL FINANCIAL ADVISORS, LLC 550.00%0.00%0.01%Q2 2018Q4 202210
Cetera Advisor Networks LLC 410.00%0.01%0.01%Q2 2018Q4 202110
US BANCORP \DE\ 990.00%0.00%0.00%Q2 2016Q2 20189
Clarus Group, Inc. 990.49%1.85%5.61%Q4 2020Q4 20229
Tower Research Capital LLC (TRC) 610.00%0.00%0.00%Q4 2018Q3 20239
PCG Wealth Advisors, LLC 880.33%0.37%0.44%Q4 2021Q3 20238
BANK OF MONTREAL /CAN/ 310.00%0.00%0.00%Q1 2017Q4 20228
Mariner, LLC 880.01%0.03%0.05%Q4 2021Q3 20238
GUARDIAN WEALTH ADVISORS, LLC / NC 880.00%0.07%0.24%Q4 2021Q3 20238
Private Advisory Group LLC 610.10%0.55%1.54%Q4 2017Q3 20197
Frontier Wealth Management LLC 610.02%0.09%0.20%Q3 2016Q3 20187
Global Financial Private Capital, Inc 770.02%0.04%0.06%Q3 2017Q1 20197
IFG Advisory, LLC 770.54%0.65%0.83%Q3 2019Q1 20217
IFC Holdings Incorporated/FL 770.02%0.10%0.17%Q2 2016Q4 20177
Cascadia Advisory Services, LLC 310.85%2.59%4.69%Q4 2019Q3 20216
PRIVATE TRUST CO NA 660.02%0.03%0.03%Q2 2022Q3 20236
NATIONAL PLANNING CORP 420.02%0.07%0.11%Q1 2016Q3 20176
Gladstone Institutional Advisory LLC 660.09%0.48%1.40%Q4 2018Q1 20206
Householder Group Estate & Retirement Specialist, LLC 410.10%0.19%0.22%Q4 2021Q3 20236
Jaffetilchin Investment Partners, LLC 510.07%0.12%0.19%Q3 2016Q1 20186
Rehmann Capital Advisory Group 660.02%0.76%1.25%Q1 2018Q2 20196
IHT Wealth Management, LLC 310.00%0.02%0.05%Q4 2016Q2 20196
AFFINITY WEALTH MANAGEMENT LLC 420.06%0.30%0.84%Q3 2019Q3 20236
Atria Wealth Solutions, Inc. 660.00%0.00%0.00%Q1 2022Q2 20236
BB&T SECURITIES, LLC 660.10%0.14%0.24%Q2 2018Q3 20196
Covestor Ltd 550.00%0.01%0.01%Q4 2021Q4 20225
THOROUGHBRED FINANCIAL SERVICES, LLC 550.07%0.27%0.54%Q4 2018Q4 20195
NewEdge Advisors, LLC 410.00%0.00%0.02%Q3 2018Q3 20235
Steward Partners Investment Advisory, LLC 320.00%0.00%0.01%Q2 2020Q2 20235
FMR LLC 410.00%0.00%0.00%Q4 2018Q1 20235
WFG Advisors, LP 550.01%0.01%0.01%Q2 2016Q2 20175
ONE PLUS ONE WEALTH MANAGEMENT, LLC 550.14%0.18%0.20%Q1 2021Q1 20225
Rockefeller Capital Management L.P. 550.00%0.00%0.00%Q2 2021Q2 20225
First Allied Advisory Services, Inc. 210.00%0.02%0.04%Q4 2017Q3 20204
Clarus Wealth Advisors 440.02%0.02%0.04%Q2 2018Q1 20194
ADVANTAGE INVESTMENT MANAGEMENT, LLC 440.01%0.33%1.31%Q3 2018Q2 20194
TWO SIGMA SECURITIES, LLC 310.00%0.00%0.00%Q4 2018Q4 20194
Bay Harbor Wealth Management, LLC 440.00%0.01%0.01%Q2 2019Q1 20204
SILVER OAK SECURITIES, INCORPORATED 220.12%0.20%0.26%Q1 2022Q1 20234
PFG Advisors 440.08%0.13%0.26%Q3 2018Q2 20194
EATON VANCE MANAGEMENT 440.00%0.00%0.00%Q1 2021Q4 20214
HUNTINGTON NATIONAL BANK 440.00%0.00%0.00%Q3 2021Q2 20224
FLOW TRADERS U.S. LLC 310.00%0.03%0.09%Q2 2020Q3 20214
AE Wealth Management LLC 440.01%0.01%0.02%Q1 2019Q4 20194
Koshinski Asset Management, Inc. 330.00%0.00%0.00%Q3 2021Q1 20223
Commonwealth Equity Services, Inc 330.00%0.00%0.00%Q1 2017Q3 20173
Sowell Financial Services LLC 210.00%0.00%0.00%Q3 2019Q1 20213
Capital Analysts, LLC 330.00%0.00%0.00%Q4 2022Q2 20233
OLD MISSION CAPITAL LLC 330.03%0.04%0.05%Q1 2021Q3 20213
MSI Financial Services Inc 330.01%0.04%0.06%Q2 2016Q4 20163
TD Waterhouse Canada Inc. 330.01%0.01%0.01%Q1 2023Q3 20233
Advisory Services Network, LLC 210.00%0.00%0.00%Q2 2019Q1 20233
Bellwether Investment Group, LLC 210.04%0.14%0.29%Q2 2016Q1 20173
Virtu KCG Holdings LLC 220.01%0.01%0.01%Q2 2016Q3 20162
Sound Income Strategies, LLC 110.00%0.00%0.00%Q4 2019Q2 20232
B. Riley Wealth Management, Inc. 220.12%0.22%0.32%Q3 2018Q4 20182
QP WEALTH MANAGEMENT, LLC 220.53%0.57%0.61%Q4 2019Q1 20202
NEXT Financial Group, Inc 110.00%0.00%0.00%Q3 2017Q3 20182
RiverTree Advisors, LLC 220.60%3.58%6.55%Q4 2022Q1 20232
Southland Equity Partners LLC 220.37%0.46%0.54%Q4 2020Q1 20212
B. Riley Financial, Inc. 220.20%0.21%0.22%Q1 2018Q2 20182
WP Advisors, LLC 220.05%0.05%0.06%Q2 2018Q3 20182
Total Clarity Wealth Management, Inc. 220.33%0.34%0.36%Q1 2023Q2 20232
Virtu Financial LLC 110.02%0.03%0.05%Q3 2017Q2 20182
Independent Advisor Alliance 110.02%0.03%0.04%Q1 2017Q4 20192
Financial Gravity Asset Management, Inc. 110.04%0.06%0.07%Q4 2022Q2 20232
Argentus Capital Management, LLC 220.00%0.00%0.00%Q2 2016Q3 20162
Clearstead Advisors, LLC 220.00%0.00%0.00%Q1 2020Q2 20202
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
COLONY GROUP LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Hilltop Holdings Inc. 220.18%0.19%0.21%Q1 2018Q2 20182
Cetera Investment Advisers 110.02%0.05%0.07%Q4 2016Q4 20202
FormulaFolio Investments, LLC 220.03%0.03%0.03%Q4 2016Q1 20172
ASSETMARK, INC 110.00%0.00%0.00%Q1 2023Q1 20231
MCF Advisors LLC 110.01%0.01%0.01%Q2 2017Q2 20171
Comprehensive Financial Consultants Institutional, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Ameritas Investment Company, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
MGO ONE SEVEN LLC 110.00%0.00%0.00%Q4 2018Q4 20181
CAPTRUST FINANCIAL ADVISORS 110.00%0.00%0.00%Q1 2022Q1 20221
Edge Advisors, LLC 110.00%0.00%0.00%Q2 2017Q2 20171
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
CWM, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
CALTON & ASSOCIATES, INC. 110.11%0.11%0.11%Q4 2022Q4 20221
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
SevenBridge Financial Group, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
ARBOR CAPITAL MANAGEMENT INC /ADV 110.42%0.42%0.42%Q4 2021Q4 20211
People's United Financial, Inc. 110.01%0.01%0.01%Q4 2019Q4 20191
Gryphon Financial Partners LLC 110.43%0.43%0.43%Q4 2018Q4 20181
Oakworth Capital, Inc. 110.00%0.00%0.00%Q1 2020Q1 20201
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Certified Advisory Corp 110.00%0.00%0.00%Q2 2019Q2 20191
Creative Planning 110.00%0.00%0.00%Q2 2017Q2 20171
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 110.14%0.14%0.14%Q1 2020Q1 20201
CUE ADVISORY SERVICES, INC. 110.20%0.20%0.20%Q3 2018Q3 20181
UBS ASSET MANAGEMENT AMERICAS INC 110.00%0.00%0.00%Q4 2018Q4 20181
REGIONS FINANCIAL CORP 110.00%0.00%0.00%Q2 2018Q2 20181
BESSEMER GROUP INC 110.00%0.00%0.00%Q3 2021Q3 20211
Parkside Financial Bank & Trust 110.01%0.01%0.01%Q1 2020Q1 20201
CENTAURUS FINANCIAL, INC. 110.04%0.04%0.04%Q2 2018Q2 20181
Mutual Advisors, LLC 110.13%0.13%0.13%Q3 2018Q3 20181
EverSource Wealth Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
FARMERS & MERCHANTS INVESTMENTS INC 110.00%0.00%0.00%Q2 2023Q2 20231
Claraphi Advisory Network, LLC 110.43%0.43%0.43%Q4 2022Q4 20221
GOLDMAN SACHS GROUP INC 110.00%0.00%0.00%Q3 2022Q3 20221
Simplicity Solutions, LLC 110.02%0.02%0.02%Q1 2019Q1 20191
WEDBUSH SECURITIES INC 110.05%0.05%0.05%Q2 2016Q2 20161
LEVEL FOUR ADVISORY SERVICES, LLC 110.02%0.02%0.02%Q2 2018Q2 20181
VERUS CAPITAL PARTNERS, LLC 110.02%0.02%0.02%Q4 2019Q4 20191
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.