FIRST TR MLP & ENERGY INCOME shareholder history

Current and past FIRST TR MLP & ENERGY INCOME shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
ROYAL BANK OF CANADA 42420.00%0.00%0.00%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.00%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.01%0.02%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.00%Q2 2013Q3 202342
LPL Financial LLC 25160.00%0.01%0.03%Q2 2013Q3 202341
RAYMOND JAMES & ASSOCIATES 41410.00%0.00%0.01%Q3 2013Q3 202341
Invesco Ltd. 3730.00%0.00%0.01%Q2 2013Q3 202340
Janney Montgomery Scott LLC 29110.00%0.01%0.03%Q3 2013Q3 202340
Advisors Asset Management, Inc. 40400.02%0.13%0.26%Q4 2013Q3 202340
COHEN & STEERS, INC. 3170.00%0.01%0.02%Q2 2013Q3 202338
D.A. DAVIDSON & CO. 21170.00%0.00%0.01%Q2 2013Q3 202338
GUGGENHEIM CAPITAL LLC 37370.00%0.01%0.03%Q2 2013Q2 202237
UBS Group AG 36360.00%0.00%0.00%Q4 2014Q3 202336
TIEDEMANN ADVISORS, LLC 2710.04%0.77%5.08%Q4 2014Q3 202334
Raymond James Financial Services Advisors, Inc. 34340.00%0.01%0.04%Q2 2015Q3 202334
CITIGROUP INC 33330.00%0.00%0.00%Q2 2013Q2 202133
UMB Bank, n.a. 32320.00%0.31%1.14%Q4 2015Q3 202332
Dorsey & Whitney Trust CO LLC 2210.01%0.04%0.09%Q2 2013Q4 202131
Cambridge Investment Research Advisors, Inc. 31310.00%0.01%0.02%Q1 2016Q3 202331
Partnervest Advisory Services LLC 30300.04%0.33%0.73%Q2 2013Q3 202030
Baird Financial Group, Inc. 30300.00%0.00%0.01%Q2 2016Q3 202330
SIT INVESTMENT ASSOCIATES INC 1420.00%0.04%0.27%Q3 2015Q3 202329
AMERIPRISE FINANCIAL INC 2720.00%0.00%0.01%Q2 2013Q3 202329
STIFEL FINANCIAL CORP 1510.00%0.00%0.00%Q3 2015Q3 202329
Formidable Asset Management, LLC 910.06%0.17%0.42%Q1 2015Q3 202328
OPPENHEIMER & CO INC 1410.00%0.01%0.02%Q2 2014Q3 202327
Gradient Investments LLC 2420.00%0.00%0.00%Q1 2017Q3 202326
BB&T SECURITIES, LLC 26260.01%0.01%0.03%Q2 2013Q3 201926
WEDBUSH SECURITIES INC 25250.01%0.04%0.05%Q2 2014Q2 202025
Steward Partners Investment Advisory, LLC 1870.00%0.00%0.00%Q1 2017Q3 202325
Geneos Wealth Management Inc. 24240.00%0.00%0.00%Q1 2016Q4 202124
SMITH, MOORE & CO. 24240.02%0.05%0.15%Q4 2017Q3 202324
STEPHENS INC /AR/ 2210.01%0.02%0.08%Q3 2013Q3 202323
Bartlett & Co. LLC 2210.00%0.00%0.00%Q2 2014Q3 202123
Smithfield Trust Co 22220.00%0.00%0.00%Q3 2017Q4 202222
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
IFP Advisors, Inc 1470.00%0.00%0.01%Q4 2015Q3 202321
LADENBURG THALMANN FINANCIAL SERVICES INC. 21210.00%0.00%0.01%Q4 2014Q4 201921
Lee Financial Co 20200.00%0.03%0.23%Q4 2018Q3 202320
COMMONWEALTH EQUITY SERVICES, LLC 20200.00%0.00%0.00%Q4 2017Q3 202220
KAYNE ANDERSON CAPITAL ADVISORS LP 20200.00%0.01%0.04%Q4 2018Q3 202320
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1410.00%0.00%0.00%Q1 2014Q3 202320
Ancora Advisors LLC 1610.00%0.02%0.20%Q2 2013Q3 202320
Cetera Advisors LLC 920.00%0.02%0.09%Q1 2016Q3 202319
Riggs Asset Managment Co. Inc. 1630.00%0.53%1.68%Q2 2016Q3 202319
MBM Wealth Consultants, LLC 18180.07%0.74%1.80%Q4 2018Q1 202318
Premier Fund Managers Ltd 18180.03%3.70%6.07%Q2 2016Q3 202018
AdvisorNet Financial, Inc 830.00%0.00%0.01%Q1 2018Q2 202317
SII INVESTMENTS INC/WI 17170.06%0.07%0.13%Q4 2013Q4 201717
TRUIST FINANCIAL CORP 16160.00%0.00%0.00%Q4 2019Q3 202316
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
ALTFEST L J & CO INC 15150.04%0.17%0.24%Q1 2020Q3 202315
WOLVERINE ASSET MANAGEMENT LLC 810.00%0.01%0.05%Q1 2018Q3 202315
Advisor Group, Inc. 15150.01%0.02%0.02%Q2 2016Q4 201915
CWM, LLC 1020.00%0.00%0.00%Q3 2015Q3 202315
BENJAMIN F. EDWARDS & COMPANY, INC. 1410.00%0.01%0.02%Q4 2016Q2 202215
Jacobi Capital Management LLC 15150.00%0.00%0.00%Q1 2018Q3 202115
Rockefeller Capital Management L.P. 14140.00%0.01%0.04%Q1 2020Q2 202314
1834 INVESTMENT ADVISORS CO 14140.00%0.01%0.02%Q4 2017Q1 202114
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.01%0.02%0.03%Q3 2020Q3 202313
RMB Capital Management, LLC 1210.02%0.09%0.15%Q4 2015Q3 202013
Cambridge Advisors Inc. 13130.25%0.39%0.50%Q3 2020Q3 202313
Tower Research Capital LLC (TRC) 610.00%0.00%0.01%Q2 2013Q1 202213
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 13130.05%0.13%0.19%Q2 2020Q2 202313
TIEDEMANN TRUST CO 13130.47%1.44%2.96%Q2 2013Q2 201613
Quantedge Capital Pte Ltd 12120.11%0.46%1.80%Q4 2020Q3 202312
LIBERTY WEALTH MANAGEMENT LLC 12120.00%0.00%0.00%Q4 2018Q3 202112
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.01%Q2 2013Q1 201612
Moors & Cabot, Inc. 12120.01%0.01%0.01%Q4 2020Q3 202312
BOKF, NA 830.00%0.01%0.01%Q4 2015Q4 201911
Cetera Advisor Networks LLC 1010.00%0.00%0.00%Q2 2020Q3 202311
Chicago Partners Investment Group LLC 650.00%0.01%0.02%Q2 2017Q4 202011
Kingsview Wealth Management, LLC 650.00%0.00%0.01%Q4 2020Q3 202311
Global Retirement Partners, LLC 740.00%0.00%0.00%Q4 2020Q3 202311
ENVESTNET ASSET MANAGEMENT INC 920.00%0.03%0.05%Q4 2013Q2 202211
Iron Horse Wealth Management, LLC 740.00%0.00%0.00%Q4 2020Q3 202311
WFG Advisors, LP 11110.00%0.01%0.02%Q4 2014Q2 201711
Transamerica Financial Advisors, Inc. 11110.00%0.01%0.04%Q2 2013Q4 201511
Krilogy Financial LLC 910.01%0.02%0.03%Q1 2016Q3 201810
Intellectus Partners, LLC 640.03%0.23%0.51%Q4 2017Q2 202010
First Allied Advisory Services, Inc. 10100.01%0.01%0.01%Q3 2017Q4 201910
Prospera Financial Services Inc 10100.01%0.01%0.01%Q2 2021Q3 202310
Concert Wealth Management Inc. 710.00%0.06%0.10%Q2 2013Q1 201610
CreativeOne Wealth, LLC 910.01%0.02%0.05%Q4 2020Q2 202310
Advisory Services Network, LLC 410.00%0.00%0.02%Q4 2013Q1 20239
SEI INVESTMENTS CO 990.00%0.00%0.00%Q2 2016Q2 20189
WEALTHSOURCE PARTNERS, LLC 990.02%0.04%0.06%Q3 2021Q3 20239
CENTAURUS FINANCIAL, INC. 630.01%0.01%0.01%Q4 2020Q3 20239
Evercore Wealth Management, LLC 990.01%0.01%0.01%Q4 2016Q4 20189
Royal Fund Management, LLC 990.00%0.01%0.01%Q4 2016Q4 20189
Inscription Capital, LLC 990.09%0.27%0.56%Q4 2018Q4 20209
COMERICA SECURITIES INC 630.04%0.22%0.40%Q2 2014Q4 20169
Westchester Capital Management, LLC 880.00%0.00%0.00%Q1 2014Q4 20158
DOLIVER ADVISORS, LP 440.07%0.44%0.85%Q4 2016Q1 20198
Jacobus Wealth Management, Inc. 881.49%1.88%2.08%Q4 2015Q3 20178
Creative Planning 510.00%0.00%0.00%Q3 2013Q2 20178
Winslow, Evans & Crocker, Inc. 880.00%0.01%0.04%Q4 2013Q3 20158
Nuveen Fund Advisors, LLC 880.04%0.07%0.12%Q2 2016Q1 20188
Future Financial Wealth Managment LLC 880.06%0.08%0.09%Q4 2020Q3 20228
WHITENER CAPITAL MANAGEMENT, INC. 880.03%0.08%0.13%Q4 2021Q3 20238
BRIDGES INVESTMENT MANAGEMENT INC 880.03%0.09%0.10%Q4 2021Q3 20238
PNC FINANCIAL SERVICES GROUP, INC. 410.00%0.00%0.00%Q4 2013Q4 20198
Anfield Capital Management, LLC 770.83%1.03%1.24%Q1 2022Q3 20237
Stratos Wealth Partners, LTD. 410.00%0.04%0.11%Q2 2014Q3 20187
Walleye Capital LLC 430.00%0.03%0.10%Q1 2020Q2 20237
Sheaff Brock Investment Advisors, LLC 770.01%0.01%0.01%Q1 2022Q3 20237
Royal Capital Wealth Management, LLC 770.09%0.11%0.13%Q4 2021Q2 20237
Quad-Cities Investment Group, LLC 770.03%0.26%0.55%Q2 2018Q4 20197
AVANTAX ADVISORY SERVICES, INC. 770.00%0.00%0.01%Q1 2022Q3 20237
IFC Holdings Incorporated/FL 770.05%0.07%0.09%Q1 2016Q3 20177
Cornerstone Advisors, LLC 410.01%0.09%0.21%Q2 2020Q2 20237
Investors Capital Advisory Services 610.03%0.04%0.06%Q2 2013Q2 20167
Greytown Advisors Inc. 770.06%0.15%0.22%Q4 2020Q2 20227
MARINER INDEPENDENT ADVISOR NETWORK, LLC 430.01%0.01%0.01%Q4 2020Q3 20227
Commonwealth Equity Services, Inc 770.00%0.00%0.01%Q1 2016Q3 20177
OTA Financial Group L.P. 410.10%0.31%0.56%Q4 2017Q1 20237
Arlington Capital Management, Inc. 520.20%0.43%0.56%Q1 2019Q1 20237
SYNOVUS FINANCIAL CORP 770.00%0.00%0.00%Q3 2018Q1 20207
Mariner, LLC 510.00%0.00%0.01%Q1 2018Q3 20236
B. Riley Wealth Advisors, Inc. 660.00%0.00%0.01%Q2 2022Q3 20236
RIVERNORTH CAPITAL MANAGEMENT, LLC 420.02%0.36%0.68%Q2 2020Q4 20216
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
VECTOR WEALTH MANAGEMENT, LLC 662.71%3.96%5.40%Q3 2015Q4 20166
JPMORGAN CHASE & CO 510.00%0.00%0.00%Q4 2013Q4 20156
HARBOUR INVESTMENTS, INC. 660.00%0.00%0.01%Q2 2022Q3 20236
WESPAC Advisors, LLC 510.60%0.78%1.04%Q4 2019Q3 20236
Relative Value Partners Group, LLC 660.24%0.73%0.92%Q4 2018Q1 20206
Round Table Services, LLC 660.22%0.26%0.33%Q1 2014Q2 20156
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 410.01%0.12%0.23%Q4 2015Q4 20206
KCS Wealth Advisory 510.01%1.92%4.37%Q4 2017Q3 20196
FMR LLC 210.00%0.00%0.00%Q3 2018Q2 20236
DEUTSCHE BANK AG\ 660.00%0.00%0.00%Q3 2013Q4 20146
Liberty Capital Management, Inc. 660.04%0.06%0.08%Q3 2016Q4 20176
Beta Wealth Group, Inc. 550.22%0.24%0.26%Q4 2020Q4 20215
J.P. Morgan Private Wealth Advisors LLC 550.01%0.02%0.03%Q2 2018Q2 20195
Avalon Investment & Advisory 320.01%0.01%0.01%Q2 2021Q3 20225
US BANCORP \DE\ 320.00%0.00%0.00%Q1 2015Q3 20235
HighPoint Advisor Group LLC 410.01%0.01%0.01%Q4 2020Q2 20225
WHITTIER TRUST CO OF NEVADA INC 550.01%0.01%0.02%Q3 2022Q3 20235
SUSQUEHANNA INTERNATIONAL GROUP, LLP 210.00%0.00%0.00%Q1 2017Q3 20235
FIFTH THIRD BANCORP 410.00%0.00%0.00%Q3 2013Q4 20215
MSI Financial Services Inc 550.00%0.00%0.00%Q4 2015Q4 20165
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 550.18%0.19%0.21%Q1 2016Q1 20175
CoreCap Advisors, LLC 550.00%0.00%0.01%Q4 2021Q4 20225
CORNERSTONE ADVISORS INC 410.08%0.60%1.21%Q1 2014Q4 20185
Mattern Wealth Management LLC 550.02%0.03%0.04%Q3 2022Q3 20235
Mountain Lake Investment Management LLC 550.56%0.91%1.66%Q1 2015Q1 20165
Next Capital Management LLC 550.19%0.36%0.61%Q4 2018Q4 20195
Eidelman Virant Capital 320.14%0.39%0.79%Q4 2018Q1 20215
PINNACLE ASSOCIATES LTD 550.00%0.00%0.00%Q4 2019Q4 20205
Sterneck Capital Management, LLC 440.15%0.16%0.17%Q4 2013Q3 20144
Patriot Financial Group Insurance Agency, LLC 440.00%0.01%0.01%Q2 2017Q1 20184
HighTower Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
BARNES PETTEY FINANCIAL ADVISORS, LLC 440.19%0.22%0.23%Q4 2021Q3 20224
1832 Asset Management L.P. 440.01%0.02%0.03%Q2 2014Q1 20154
Avior Wealth Management, LLC 310.00%0.00%0.00%Q2 2019Q1 20224
Saba Capital Management, L.P. 440.06%0.37%0.64%Q4 2022Q3 20234
Quinn Opportunity Partners LLC 440.00%0.00%0.01%Q4 2020Q3 20214
MILLENNIUM MANAGEMENT LLC 310.00%0.00%0.00%Q1 2018Q1 20194
BANK OF MONTREAL /CAN/ 310.00%0.00%0.00%Q2 2013Q4 20224
Squar Milner Financial Services LLC 220.00%0.00%0.01%Q1 2019Q1 20204
Kovack Advisors, Inc. 310.02%0.03%0.07%Q1 2017Q3 20234
Elite Wealth Management, Inc. 440.02%0.02%0.02%Q4 2013Q3 20144
SHEPHERD KAPLAN KROCHUK, LLC 440.05%0.06%0.07%Q4 2020Q3 20214
TELEMUS CAPITAL, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
ROBINSON CAPITAL MANAGEMENT, LLC 310.00%0.50%0.94%Q4 2013Q4 20204
Heritage Trust Co 440.04%0.04%0.06%Q1 2019Q4 20194
COMERICA BANK 310.00%0.01%0.01%Q2 2013Q3 20234
MASSMUTUAL TRUST CO FSB/ADV 220.00%0.01%0.01%Q2 2014Q3 20154
STERNE AGEE GROUP, INC. 440.05%0.10%0.13%Q2 2013Q1 20144
IAG Wealth Partners, LLC 440.00%0.00%0.00%Q2 2021Q1 20224
Capital Investment Advisory Services, LLC 440.01%0.01%0.01%Q4 2018Q3 20194
TOMPKINS FINANCIAL CORP 310.01%0.01%0.01%Q2 2013Q4 20144
Verity Asset Management, Inc. 440.15%0.17%0.19%Q4 2022Q3 20234
Private Advisor Group, LLC 310.00%0.01%0.01%Q3 2016Q2 20204
Cetera Investment Advisers 330.00%0.00%0.00%Q1 2022Q3 20223
Bank of New York Mellon Corp 210.00%0.00%0.00%Q4 2016Q3 20173
Karpus Management, Inc. 330.02%0.08%0.12%Q3 2014Q1 20153
SNS Financial Group, LLC 211.52%1.80%1.96%Q1 2017Q4 20173
FIRST HAWAIIAN BANK 330.00%0.00%0.00%Q3 2018Q1 20193
Elequin Capital, LP 210.00%0.01%0.02%Q4 2022Q3 20233
FNY Investment Advisers, LLC 210.01%0.02%0.04%Q3 2019Q1 20213
Laird Norton Wetherby Wealth Management, LLC 330.01%0.01%0.01%Q1 2022Q3 20223
BROWN BROTHERS HARRIMAN & CO 330.00%0.00%0.00%Q4 2014Q2 20153
Coastal Bridge Advisors, LLC 330.00%0.10%0.18%Q4 2015Q2 20163
HUNTINGTON NATIONAL BANK 210.00%0.00%0.00%Q4 2017Q3 20183
Chevy Chase Trust Holdings, LLC 330.00%0.00%0.00%Q3 2013Q1 20143
ACG Wealth 210.03%0.06%0.11%Q2 2013Q2 20173
Walleye Trading LLC 330.00%0.00%0.00%Q1 2020Q3 20203
Spire Wealth Management 330.00%0.00%0.00%Q3 2021Q1 20223
Marks Group Wealth Management, Inc 330.10%0.13%0.20%Q4 2019Q2 20203
BLAIR WILLIAM & CO/IL 210.00%0.00%0.00%Q3 2017Q3 20183
Private Wealth Partners, LLC 330.84%1.04%1.15%Q2 2013Q4 20133
Matisse Capital 330.49%0.50%0.51%Q2 2020Q4 20203
EVOKE WEALTH, LLC 330.00%0.03%0.04%Q3 2019Q1 20203
Atria Wealth Solutions, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
Realta Investment Advisors 330.01%0.01%0.01%Q2 2019Q4 20193
Pekin Hardy Strauss, Inc. 330.01%0.01%0.02%Q1 2023Q3 20233
HBK INVESTMENTS L P 330.01%0.02%0.03%Q4 2018Q2 20193
Schechter Investment Advisors, LLC 330.02%0.02%0.02%Q1 2023Q3 20233
Essex LLC 330.97%1.32%1.61%Q3 2021Q1 20223
CITY HOLDING CO 330.01%0.01%0.01%Q1 2017Q3 20173
Wealthcare Advisory Partners LLC 220.00%0.00%0.00%Q1 2019Q2 20192
Cresset Asset Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 220.11%0.11%0.11%Q3 2019Q4 20192
FineMark National Bank & Trust 220.01%0.01%0.01%Q3 2016Q4 20162
Plante Moran Financial Advisors, LLC 110.00%0.00%0.00%Q1 2017Q2 20222
IHT Wealth Management, LLC 110.00%0.01%0.01%Q3 2017Q2 20212
Vanguard Capital Wealth Advisors 110.15%0.27%0.38%Q2 2020Q4 20202
Weiss Asset Management LP 110.01%0.18%0.36%Q4 2015Q4 20212
ATWOOD & PALMER INC 220.00%0.00%0.00%Q3 2015Q4 20152
TFS CAPITAL LLC 220.02%0.05%0.08%Q2 2014Q3 20142
WealthPLAN Partners, LLC 110.00%0.00%0.00%Q4 2015Q2 20162
6 Meridian 110.08%0.09%0.11%Q4 2018Q3 20202
Sea Otter Advisors LLC 220.04%0.06%0.08%Q2 2023Q3 20232
GEODE CAPITAL MANAGEMENT, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 220.00%0.00%0.00%Q4 2020Q1 20212
NINE MASTS CAPITAL Ltd 110.12%0.16%0.19%Q2 2015Q1 20182
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Jane Street Holding, LLC 110.01%0.01%0.01%Q2 2013Q4 20132
BNP PARIBAS FINANCIAL MARKETS 220.00%0.00%0.00%Q3 2014Q4 20142
GOLDMAN SACHS GROUP INC 220.00%0.00%0.00%Q1 2020Q2 20202
BESSEMER GROUP INC 220.00%0.00%0.00%Q2 2018Q3 20182
HANCOCK WHITNEY CORP 220.01%0.01%0.01%Q4 2022Q1 20232
Virtu Financial LLC 110.01%0.01%0.01%Q4 2018Q2 20222
CALDWELL SUTTER CAPITAL, INC. 220.01%0.01%0.01%Q2 2023Q3 20232
Westside Investment Management, Inc. 220.01%0.01%0.01%Q2 2017Q3 20172
Acorn Wealth Advisors, LLC 220.01%0.01%0.01%Q4 2017Q1 20182
LVW Advisors, LLC 220.14%0.16%0.18%Q4 2014Q1 20152
Bulldog Investors, LLP 220.03%0.04%0.04%Q2 2023Q3 20232
Total Clarity Wealth Management, Inc. 110.01%0.01%0.01%Q2 2022Q2 20221
HITE Hedge Asset Management LLC 110.12%0.12%0.12%Q4 2013Q4 20131
TSFG, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Arvest Bank Trust Division 110.01%0.01%0.01%Q1 2018Q1 20181
GenTrust, LLC 110.05%0.05%0.05%Q3 2018Q3 20181
Salient Capital Advisors, LLC 110.06%0.06%0.06%Q4 2013Q4 20131
NBC SECURITIES, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
Clear Perspective Advisors, LLC 110.00%0.00%0.00%Q2 2017Q2 20171
COUNTRY TRUST BANK 110.00%0.00%0.00%Q4 2014Q4 20141
JANE STREET GROUP, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 110.14%0.14%0.14%Q4 2017Q4 20171
ASPIRIANT, LLC 110.02%0.02%0.02%Q2 2018Q2 20181
Valeo Financial Advisors, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Simplicity Solutions, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Quarry LP 110.04%0.04%0.04%Q3 2023Q3 20231
AlphaMark Advisors, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
BANK OF NOVA SCOTIA 110.01%0.01%0.01%Q2 2018Q2 20181
Cornerstone Wealth Management, LLC 110.01%0.01%0.01%Q2 2018Q2 20181
NewEdge Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Risk Paradigm Group, LLC 110.00%0.00%0.00%Q3 2015Q3 20151
Rehmann Capital Advisory Group 110.00%0.00%0.00%Q1 2018Q1 20181
MATRIX PRIVATE CAPITAL GROUP LLC 110.32%0.32%0.32%Q4 2019Q4 20191
Financial Avengers, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
Parkside Investments, LLC 110.20%0.20%0.20%Q4 2019Q4 20191
Citadel Advisors 110.00%0.00%0.00%Q1 2015Q1 20151
NORTHWEST WEALTH MANAGEMENT, LLC 110.02%0.02%0.02%Q3 2018Q3 20181
SFI Advisors, LLC 110.10%0.10%0.10%Q4 2022Q4 20221
Salomon & Ludwin, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
IVC Wealth Advisors LLC 110.01%0.01%0.01%Q3 2021Q3 20211
Virtu KCG Holdings LLC 110.00%0.00%0.00%Q3 2015Q3 20151
W.G. Shaheen & Associates DBA Whitney & Co 110.00%0.00%0.00%Q3 2018Q3 20181
Alpine Global Management, LLC 110.02%0.02%0.02%Q1 2020Q1 20201
CENTRAL TRUST Co 110.02%0.02%0.02%Q3 2015Q3 20151
Claro Advisors LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Atomi Financial Group, Inc. 110.10%0.10%0.10%Q3 2023Q3 20231
NATIONAL PLANNING CORP 110.00%0.00%0.00%Q4 2014Q4 20141
COURIER CAPITAL LLC 110.03%0.03%0.03%Q1 2016Q1 20161
Founders Financial Alliance, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
NEW ENGLAND SECURITIES CORP /MA/ 110.01%0.01%0.01%Q3 2013Q3 20131
Brookstone Capital Management 110.00%0.00%0.00%Q3 2015Q3 20151
CREDIT SUISSE AG/ 110.00%0.00%0.00%Q4 2015Q4 20151
Waterfront Wealth Inc. 110.72%0.72%0.72%Q1 2021Q1 20211
Sowell Financial Services LLC 110.00%0.00%0.00%Q3 2019Q3 20191
NEWGATE CAPITAL MANAGEMENT LLC 110.83%0.83%0.83%Q2 2014Q2 20141
Allegis Investment Advisors, LLC 110.05%0.05%0.05%Q4 2015Q4 20151
Legacy Capital Partners, Inc. 110.02%0.02%0.02%Q2 2020Q2 20201
TWO SIGMA SECURITIES, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Private Ocean, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
AE Wealth Management LLC 110.00%0.00%0.00%Q3 2020Q3 20201
PITTENGER & ANDERSON INC 110.00%0.00%0.00%Q4 2017Q4 20171
EPG Wealth Management LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Merriman Wealth Management, LLC 110.14%0.14%0.14%Q4 2018Q4 20181
Snowden Capital Advisors LLC 110.00%0.00%0.00%Q1 2022Q1 20221
CLOUGH CAPITAL PARTNERS L P 110.02%0.02%0.02%Q3 2023Q3 20231
Ameritas Investment Company, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Almitas Capital LLC 110.06%0.06%0.06%Q4 2022Q4 20221
External links

This page lists all the filers that currently own FIRST TR MLP & ENERGY INCOME or have owned FIRST TR MLP & ENERGY INCOME in the past.