FIRST TR EXCHANGE-TRADED FD shareholder history

Current and past FIRST TR EXCHANGE-TRADED FD shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1110.00%0.00%0.00%Q3 2013Q3 202331
LPL Financial LLC 2560.00%0.01%0.02%Q3 2014Q3 202331
ROYAL BANK OF CANADA 2010.00%0.00%0.00%Q4 2014Q3 202330
IFP Advisors, Inc 1720.00%0.04%0.17%Q4 2015Q3 202327
ENVESTNET ASSET MANAGEMENT INC 2160.00%0.01%0.01%Q2 2015Q3 202327
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.02%0.05%Q3 2018Q3 202321
UBS Group AG 410.00%0.00%0.00%Q4 2014Q4 202220
CWM, LLC 1080.00%0.00%0.00%Q1 2019Q3 202318
OSAIC HOLDINGS, INC. 15150.00%0.01%0.03%Q1 2020Q3 202315
AE Wealth Management LLC 15150.01%0.02%0.04%Q1 2020Q3 202315
D.A. DAVIDSON & CO. 610.00%0.00%0.00%Q2 2017Q3 202315
BENJAMIN F. EDWARDS & COMPANY, INC. 15150.01%0.02%0.03%Q1 2020Q3 202315
AVANTAX ADVISORY SERVICES, INC. 14140.03%0.05%0.06%Q2 2020Q3 202314
Sigma Planning Corp 14140.01%0.02%0.04%Q2 2020Q3 202314
BENJAMIN EDWARDS INC 14140.01%0.02%0.03%Q2 2020Q3 202314
Simplicity Solutions, LLC 770.01%0.02%0.06%Q1 2020Q3 202314
Cambria Investment Management, L.P. 14140.16%0.37%1.57%Q2 2020Q3 202314
FIFTH THIRD BANCORP 14140.00%0.00%0.00%Q4 2017Q1 202114
LADENBURG THALMANN FINANCIAL SERVICES INC. 13130.00%0.00%0.00%Q4 2016Q4 201913
Concorde Asset Management, LLC 1120.13%0.19%0.33%Q2 2020Q3 202313
RAYMOND JAMES & ASSOCIATES 13130.00%0.00%0.00%Q3 2020Q3 202313
Walkner Condon Financial Advisors LLC 760.08%0.12%0.20%Q2 2020Q3 202313
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.05%0.08%0.11%Q3 2020Q3 202313
Snowden Capital Advisors LLC 810.00%0.02%0.03%Q3 2019Q3 202313
Pinnacle Family Advisors, LLC 12120.16%0.25%0.40%Q4 2020Q3 202312
TUCKER ASSET MANAGEMENT LLC 12120.01%0.01%0.01%Q4 2020Q3 202312
FSB PREMIER WEALTH MANAGEMENT, INC. 12120.08%0.15%0.26%Q4 2020Q3 202312
Fermata Advisors, LLC 11110.13%0.35%0.69%Q1 2021Q3 202311
COMMONWEALTH EQUITY SERVICES, LLC 11110.00%0.00%0.01%Q1 2021Q3 202311
Truadvice, LLC 11110.05%0.15%0.23%Q1 2021Q3 202311
Cambridge Investment Research Advisors, Inc. 11110.00%0.01%0.01%Q1 2021Q3 202311
CREATIVE FINANCIAL DESIGNS INC /ADV 10100.00%0.00%0.01%Q2 2021Q3 202310
Citadel Advisors 410.00%0.00%0.00%Q4 2018Q4 202210
Bank of New York Mellon Corp 10100.00%0.00%0.00%Q2 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.00%0.01%0.03%Q1 2021Q3 202310
Freedom Investment Management, Inc. 990.02%0.03%0.05%Q3 2021Q3 20239
Ausdal Financial Partners, Inc. 990.03%0.22%0.32%Q4 2020Q4 20229
RFG Advisory, LLC 630.01%0.02%0.05%Q2 2020Q3 20239
Clearview Wealth Advisors LLC 990.01%0.01%0.02%Q4 2020Q4 20229
TRANSCEND CAPITAL ADVISORS, LLC 720.02%0.02%0.03%Q2 2021Q3 20239
Lloyd Advisory Services, LLC. 990.00%0.00%0.00%Q1 2020Q1 20229
JANE STREET GROUP, LLC 410.00%0.00%0.00%Q1 2020Q3 20238
Financial Gravity Asset Management, Inc. 310.00%0.01%0.05%Q1 2018Q2 20238
BANK OF MONTREAL /CAN/ 710.00%0.00%0.00%Q3 2014Q3 20238
Raymond James Financial Services Advisors, Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
Cetera Advisor Networks LLC 610.00%0.01%0.01%Q2 2020Q3 20237
Global Retirement Partners, LLC 770.00%0.01%0.02%Q1 2022Q3 20237
Atria Wealth Solutions, Inc. 770.01%0.01%0.02%Q1 2022Q3 20237
PFG Advisors 770.03%0.13%0.21%Q1 2022Q3 20237
Moors & Cabot, Inc. 770.01%0.02%0.04%Q1 2022Q3 20237
Kestra Advisory Services, LLC 770.01%0.07%0.14%Q1 2022Q3 20237
Holistic Financial Partners 660.62%1.20%2.01%Q2 2022Q3 20236
First Horizon Advisors, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
Advisor Group, Inc. 510.00%0.00%0.00%Q2 2016Q3 20186
Wealthcare Advisory Partners LLC 410.00%0.00%0.00%Q2 2016Q1 20206
NEXT Financial Group, Inc 660.00%0.00%0.00%Q3 2020Q4 20216
Wagner Wealth Management, LLC 420.01%0.02%0.03%Q1 2021Q3 20226
GREAT VALLEY ADVISOR GROUP, INC. 660.02%0.09%0.17%Q2 2022Q3 20236
MORGAN STANLEY 410.00%0.00%0.00%Q2 2021Q2 20236
StoneX Group Inc. 330.09%0.12%0.14%Q2 2021Q3 20236
Marshall Financial Group LLC 662.28%2.53%2.83%Q2 2022Q3 20236
Spire Wealth Management 550.00%0.01%0.02%Q1 2021Q1 20225
Steward Partners Investment Advisory, LLC 550.01%0.01%0.01%Q3 2022Q3 20235
Coppell Advisory Solutions LLC 410.30%0.33%0.43%Q4 2020Q3 20235
WELLS FARGO & COMPANY/MN 550.00%0.00%0.00%Q3 2022Q3 20235
Virtu KCG Holdings LLC 320.01%0.02%0.02%Q4 2013Q2 20175
Holloway Wealth Management, LLC 550.06%0.07%0.08%Q1 2021Q1 20225
Equitable Holdings, Inc. 550.01%0.02%0.07%Q1 2022Q1 20235
S.C. Financial Services, Inc. 550.49%0.73%1.18%Q4 2021Q4 20225
Jaffetilchin Investment Partners, LLC 550.05%0.11%0.22%Q2 2022Q2 20235
MARIPAU WEALTH MANAGEMENT LLC 550.31%0.34%0.37%Q3 2022Q3 20235
Refined Wealth Management 446.10%6.76%7.01%Q1 2022Q4 20224
Cetera Advisors LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Cetera Investment Advisers 440.02%0.02%0.02%Q4 2022Q3 20234
Sowell Financial Services LLC 440.01%0.01%0.01%Q2 2020Q1 20214
Gateway Wealth Partners, LLC 440.04%0.10%0.17%Q4 2022Q3 20234
IAMS WEALTH MANAGEMENT, LLC 440.91%1.08%1.28%Q4 2022Q3 20234
Advisory Services Network, LLC 440.00%0.02%0.05%Q2 2022Q1 20234
Janney Montgomery Scott LLC 440.00%0.00%0.00%Q4 2022Q3 20234
OneDigital Investment Advisors LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Capital Analysts, LLC 220.00%0.00%0.00%Q2 2020Q4 20214
Clarus Wealth Advisors 440.01%0.01%0.02%Q2 2018Q1 20194
ALM First Financial Advisors, LLC 443.51%3.56%3.65%Q4 2022Q3 20234
Orion Portfolio Solutions, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Ameritas Advisory Services, LLC 210.02%0.02%0.02%Q4 2022Q3 20233
Virtue Capital Management, LLC 210.03%0.04%0.04%Q2 2022Q1 20233
MGO ONE SEVEN LLC 210.00%0.00%0.00%Q4 2017Q4 20183
Fortress Wealth Group, LLC 330.14%0.29%0.50%Q4 2022Q2 20233
HighTower Advisors, LLC 330.00%0.02%0.04%Q2 2022Q4 20223
B. Riley Wealth Advisors, Inc. 330.01%0.01%0.02%Q1 2023Q3 20233
FIRST TRUST ADVISORS LP 330.00%0.00%0.00%Q1 2023Q3 20233
First Allied Advisory Services, Inc. 330.01%0.01%0.01%Q1 2020Q3 20203
WFG Advisors, LP 210.00%0.00%0.00%Q3 2016Q2 20173
BB&T INVESTMENT SERVICES, INC. 330.00%0.00%0.01%Q2 2017Q4 20173
Prospera Financial Services Inc 330.02%0.02%0.03%Q2 2022Q4 20223
Petix & Botte Co 330.16%0.16%0.17%Q1 2023Q3 20233
Avior Wealth Management, LLC 330.02%0.03%0.03%Q1 2023Q3 20233
V Wealth Advisors LLC 210.01%0.06%0.09%Q2 2017Q2 20213
TAP Consulting, LLC 330.36%0.38%0.42%Q1 2023Q3 20233
NewEdge Wealth, LLC 330.02%0.03%0.03%Q1 2023Q3 20233
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
Authentikos Wealth Advisory, LLC 332.84%3.04%3.31%Q1 2023Q3 20233
TCP Asset Management, LLC 332.24%2.30%2.34%Q1 2023Q3 20233
US BANCORP \DE\ 210.00%0.00%0.00%Q2 2022Q3 20233
Private Advisor Group, LLC 210.00%0.00%0.01%Q2 2020Q3 20223
WealthShield Partners, LLC 220.00%0.00%0.00%Q1 2021Q2 20212
ASSETMARK, INC 220.00%0.00%0.00%Q2 2023Q3 20232
NVWM, LLC 220.07%0.08%0.09%Q1 2022Q2 20222
GeoWealth Management, LLC 220.06%0.06%0.06%Q2 2023Q3 20232
Catalyst Wealth Management, LLC 220.82%1.36%1.90%Q4 2022Q1 20232
Vestmark Advisory Solutions, Inc. 110.01%0.01%0.01%Q4 2022Q2 20232
Tower Research Capital LLC (TRC) 110.00%0.00%0.00%Q2 2014Q4 20142
MML INVESTORS SERVICES, LLC 220.00%0.01%0.01%Q2 2022Q3 20222
Synergy Asset Management, LLC 221.16%1.58%2.00%Q2 2022Q3 20222
TRUIST FINANCIAL CORP 110.00%0.00%0.01%Q2 2020Q4 20222
NewEdge Advisors, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Parallel Advisors, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Pine Valley Investments Ltd Liability Co 220.02%0.03%0.03%Q1 2023Q2 20232
Coppell Advisory Solutions Corp. 220.30%0.32%0.35%Q4 2022Q1 20232
MONEY CONCEPTS CAPITAL CORP 220.01%0.01%0.01%Q2 2022Q3 20222
Moran Wealth Management, LLC 220.04%0.05%0.06%Q4 2022Q1 20232
PARK AVENUE SECURITIES LLC 220.01%0.01%0.02%Q2 2023Q3 20232
FLAGSHIP HARBOR ADVISORS, LLC 220.17%0.22%0.27%Q3 2022Q4 20222
Financial Gravity Companies, Inc. 110.00%0.00%0.00%Q1 2018Q4 20182
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
CALTON & ASSOCIATES, INC. 110.00%0.00%0.00%Q4 2017Q4 20171
CAPTRUST FINANCIAL ADVISORS 110.00%0.00%0.00%Q2 2022Q2 20221
MSI Financial Services Inc 110.00%0.00%0.00%Q4 2016Q4 20161
FMR LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Total Clarity Wealth Management, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
NBC SECURITIES, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
Claraphi Advisory Network, LLC 110.27%0.27%0.27%Q3 2022Q3 20221
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.00%0.00%0.00%Q2 2018Q2 20181
Patriot Financial Group Insurance Agency, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
DFPG INVESTMENTS, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 110.00%0.00%0.00%Q1 2023Q1 20231
BB&T SECURITIES, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
STATE STREET CORP 110.00%0.00%0.00%Q4 2022Q4 20221
AlphaStar Capital Management, LLC 110.08%0.08%0.08%Q3 2022Q3 20221
Centennial Wealth Advisory LLC 110.11%0.11%0.11%Q3 2023Q3 20231
Rehmann Capital Advisory Group 110.03%0.03%0.03%Q4 2021Q4 20211
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
True Link Financial Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Cornerstone Wealth Management, LLC 110.01%0.01%0.01%Q2 2018Q2 20181
Apollon Wealth Management, LLC 110.05%0.05%0.05%Q2 2023Q2 20231
Choice Wealth Advisors, LLC 114.97%4.97%4.97%Q3 2021Q3 20211
HHM Wealth Advisors, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Fusion Family Wealth LLC 110.02%0.02%0.02%Q4 2016Q4 20161
Arkadios Wealth Advisors 110.00%0.00%0.00%Q3 2021Q3 20211
NATIONAL PLANNING CORP 110.00%0.00%0.00%Q4 2014Q4 20141
Almanack Investment Partners, LLC. 110.02%0.02%0.02%Q3 2022Q3 20221
First Heartland Consultants, Inc. 110.04%0.04%0.04%Q4 2022Q4 20221
Envestnet Portfolio Solutions, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
FNY Managed Accounts LLC 110.00%0.00%0.00%Q2 2014Q2 20141
Rockefeller Capital Management L.P. 110.00%0.00%0.00%Q1 2023Q1 20231
ARS Wealth Advisors Group, LLC 110.03%0.03%0.03%Q2 2022Q2 20221
Virtu Financial LLC 110.01%0.01%0.01%Q3 2017Q3 20171
SYNOVUS FINANCIAL CORP 110.02%0.02%0.02%Q1 2020Q1 20201
Cribstone Capital Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Strategic Blueprint, LLC 110.02%0.02%0.02%Q2 2021Q2 20211
Visionary Wealth Advisors 110.03%0.03%0.03%Q2 2022Q2 20221
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.