FIRST TR EXCH TRADED FD III shareholder history

Current and past FIRST TR EXCH TRADED FD III shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
BANK OF AMERICA CORP /DE/ 23230.00%0.00%0.00%Q1 2018Q3 202323
ROYAL BANK OF CANADA 23230.00%0.00%0.00%Q1 2018Q3 202323
LPL Financial LLC 23230.01%0.02%0.03%Q1 2018Q3 202323
Private Advisor Group, LLC 22220.00%0.02%0.04%Q2 2018Q3 202322
NewEdge Advisors, LLC 21210.01%0.03%0.08%Q3 2018Q3 202321
JANE STREET GROUP, LLC 810.00%0.00%0.01%Q4 2017Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
Snowden Capital Advisors LLC 1280.02%0.20%0.40%Q3 2018Q3 202320
First Heartland Consultants, Inc. 1280.02%0.14%0.46%Q2 2018Q3 202320
IFP Advisors, Inc 1510.00%0.04%0.11%Q1 2016Q3 202320
BENJAMIN F. EDWARDS & COMPANY, INC. 20200.00%0.01%0.02%Q4 2018Q3 202320
Gladstone Institutional Advisory LLC 20200.06%0.72%3.24%Q4 2018Q3 202320
Raymond James Financial Services Advisors, Inc. 1910.00%0.01%0.03%Q2 2018Q3 202320
WELLS FARGO & COMPANY/MN 19190.00%0.00%0.00%Q1 2019Q3 202319
Capital Investment Advisory Services, LLC 19190.06%0.13%0.17%Q1 2019Q3 202319
CWM, LLC 1080.00%0.00%0.00%Q1 2019Q3 202318
Mutual Advisors, LLC 1430.02%0.07%0.11%Q2 2019Q3 202317
ENVESTNET ASSET MANAGEMENT INC 1610.00%0.00%0.00%Q2 2019Q3 202317
Financial Advocates Investment Management 17170.03%0.12%0.26%Q3 2019Q3 202317
Chicago Partners Investment Group LLC 1610.00%0.04%0.06%Q3 2018Q3 202317
Genesee Capital Advisors, LLC 980.18%0.23%0.27%Q2 2019Q3 202317
COMMONWEALTH EQUITY SERVICES, LLC 17170.00%0.00%0.01%Q3 2019Q3 202317
Stratos Wealth Partners, LTD. 16160.01%0.02%0.04%Q4 2019Q3 202316
TRUIST FINANCIAL CORP 16160.00%0.00%0.01%Q4 2019Q3 202316
Cambridge Investment Research Advisors, Inc. 16160.00%0.01%0.02%Q4 2019Q3 202316
Atlas Private Wealth Management, LLC 16160.47%0.70%0.94%Q4 2019Q3 202316
RAYMOND JAMES & ASSOCIATES 15150.00%0.00%0.00%Q1 2020Q3 202315
MORGAN STANLEY 15150.00%0.00%0.01%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.01%0.01%0.02%Q1 2020Q3 202315
Prospera Financial Services Inc 710.01%0.02%0.05%Q4 2018Q3 202315
BENJAMIN EDWARDS INC 15150.02%0.05%0.10%Q1 2020Q3 202315
UBS Group AG 810.00%0.00%0.00%Q1 2019Q3 202315
Triton Wealth Management, PLLC 15150.12%0.50%0.95%Q1 2020Q3 202315
AE Wealth Management LLC 14140.00%0.01%0.02%Q2 2020Q3 202314
Patriot Financial Group Insurance Agency, LLC 14140.04%0.07%0.10%Q1 2019Q2 202214
Kestra Advisory Services, LLC 13130.00%0.01%0.03%Q3 2020Q3 202313
Platform Technology Partners 1030.45%0.89%1.36%Q2 2020Q3 202313
G&S Capital LLC 13130.13%2.45%5.39%Q3 2020Q3 202313
Cornerstone Wealth Management, LLC 1210.03%0.06%0.26%Q4 2019Q3 202313
SUSQUEHANNA INTERNATIONAL GROUP, LLP 510.00%0.00%0.00%Q2 2018Q1 202312
Janney Montgomery Scott LLC 12120.00%0.00%0.01%Q4 2020Q3 202312
Cetera Investment Advisers 12120.01%0.03%0.04%Q4 2020Q3 202312
First Allied Advisory Services, Inc. 11110.02%0.04%0.07%Q1 2018Q3 202011
CAPTRUST FINANCIAL ADVISORS 920.00%0.00%0.01%Q2 2020Q3 202311
CREDIT SUISSE AG/ 420.00%0.00%0.01%Q4 2017Q3 202111
Csenge Advisory Group 11110.01%0.02%0.03%Q1 2021Q3 202311
US BANCORP \DE\ 11110.00%0.00%0.00%Q1 2021Q3 202311
CITIGROUP INC 1010.00%0.01%0.01%Q4 2017Q3 202311
FLOW TRADERS U.S. LLC 520.01%0.08%0.23%Q3 2020Q3 202311
Cetera Advisor Networks LLC 1010.00%0.00%0.01%Q2 2020Q3 202311
Walkner Condon Financial Advisors LLC 740.10%0.40%0.92%Q4 2019Q4 202211
FSB PREMIER WEALTH MANAGEMENT, INC. 830.14%0.21%0.25%Q4 2020Q3 202311
Steward Partners Investment Advisory, LLC 11110.00%0.01%0.04%Q1 2021Q3 202311
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 820.02%0.07%0.27%Q2 2019Q3 202310
GPS Wealth Strategies Group, LLC 730.00%0.01%0.03%Q1 2021Q3 202310
Insight Wealth Strategies, LLC 10100.05%0.08%0.10%Q2 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.01%0.08%0.17%Q1 2021Q3 202310
Citadel Advisors 510.00%0.00%0.00%Q3 2019Q3 202310
RFG Advisory, LLC 10100.02%0.42%0.64%Q2 2021Q3 202310
MRA Advisory Group 990.18%0.27%0.50%Q3 2021Q3 20239
COUNTRY TRUST BANK 990.01%0.02%0.04%Q4 2021Q4 20239
STIFEL FINANCIAL CORP 810.00%0.00%0.00%Q1 2019Q2 20239
Equitable Holdings, Inc. 540.01%0.01%0.02%Q1 2021Q3 20239
Atlas Private Wealth Advisors 990.21%1.08%1.44%Q3 2021Q3 20239
Spire Wealth Management 630.00%0.02%0.05%Q1 2021Q3 20239
GREAT VALLEY ADVISOR GROUP, INC. 990.04%0.06%0.17%Q3 2021Q3 20239
IFG Advisory, LLC 990.02%0.04%0.06%Q3 2021Q3 20239
Clearview Wealth Advisors LLC 990.00%0.11%0.34%Q2 2021Q2 20239
Global Retirement Partners, LLC 710.00%0.01%0.02%Q3 2021Q3 20238
AVANTAX ADVISORY SERVICES, INC. 710.01%0.01%0.01%Q3 2021Q3 20238
Ignite Planners, LLC 880.09%0.18%0.32%Q4 2021Q3 20238
DHJJ Financial Advisors, Ltd. 880.13%0.18%0.24%Q4 2021Q3 20238
Hedeker Wealth, LLC 530.09%0.18%0.26%Q3 2021Q3 20238
ARBOR CAPITAL MANAGEMENT INC /ADV 880.52%0.56%0.65%Q4 2021Q3 20238
Teamwork Financial Advisors, LLC 880.05%0.29%0.42%Q2 2020Q1 20228
OPPENHEIMER & CO INC 880.00%0.01%0.01%Q4 2021Q3 20238
Wagner Wealth Management, LLC 880.00%0.22%0.73%Q1 2021Q4 20228
Stratos Wealth Advisors, LLC 710.04%0.08%0.16%Q2 2020Q1 20238
Sterling Manor Financial, LLC 770.64%1.90%2.48%Q1 2021Q3 20227
Knuff & Co LLC 770.00%0.01%0.04%Q2 2020Q4 20217
Echo Wealth Management, LLC 770.48%0.76%0.91%Q1 2021Q3 20227
LEVEL FOUR ADVISORY SERVICES, LLC 770.01%0.02%0.03%Q2 2019Q4 20207
Advisory Services Network, LLC 310.00%0.01%0.03%Q1 2020Q1 20237
Geneos Wealth Management Inc. 770.00%0.01%0.02%Q1 2022Q3 20237
Brinker Capital Investments, LLC 770.01%0.01%0.01%Q2 2021Q4 20227
Kowal Investment Group, LLC 520.06%0.08%0.11%Q4 2020Q2 20237
Ameritas Advisory Services, LLC 610.01%0.02%0.02%Q4 2021Q3 20237
BB&T SECURITIES, LLC 770.01%0.01%0.01%Q1 2018Q3 20197
Global Trust Asset Management, LLC 660.00%0.03%0.06%Q2 2021Q3 20226
Avestar Capital, LLC 660.06%0.29%0.37%Q2 2021Q3 20226
Landmark Wealth Management, LLC 510.01%0.27%0.48%Q1 2022Q3 20236
CALIBER WEALTH MANAGEMENT, LLC 660.29%0.56%1.02%Q2 2021Q3 20226
Private Advisory Group LLC 510.19%0.56%0.72%Q1 2020Q1 20226
MML INVESTORS SERVICES, LLC 420.00%0.01%0.02%Q1 2022Q3 20236
Advisory Resource Group 660.50%0.61%0.70%Q2 2022Q3 20236
Orion Portfolio Solutions, LLC 410.01%0.01%0.02%Q4 2021Q3 20236
ROCKLAND TRUST CO 660.44%0.83%1.56%Q2 2022Q3 20236
Rockefeller Capital Management L.P. 660.00%0.01%0.02%Q2 2022Q3 20236
LADENBURG THALMANN FINANCIAL SERVICES INC. 660.00%0.00%0.01%Q3 2018Q4 20196
Advisor Group, Inc. 660.00%0.00%0.01%Q3 2018Q4 20196
KCS Wealth Advisory 420.10%0.14%0.19%Q1 2022Q3 20236
Ameritas Investment Company, LLC 310.01%0.01%0.03%Q4 2018Q3 20216
American Portfolios Advisors 550.00%0.00%0.00%Q3 2021Q3 20225
Capital Analysts, LLC 550.00%0.00%0.01%Q3 2022Q3 20235
Elk River Wealth Management, LLC 550.05%0.06%0.07%Q4 2020Q4 20215
Sowell Financial Services LLC 550.00%0.01%0.01%Q1 2020Q1 20215
Cetera Advisors LLC 210.00%0.01%0.01%Q1 2019Q3 20235
WINTRUST INVESTMENTS LLC 210.02%0.03%0.06%Q3 2020Q1 20225
Quantitative Advantage, LLC 550.11%0.17%0.22%Q1 2022Q1 20235
WADDELL & ASSOCIATES, LLC 550.04%0.06%0.08%Q3 2022Q3 20235
PRIVATE TRUST CO NA 550.01%0.01%0.02%Q3 2022Q3 20235
High Net Worth Advisory Group LLC 550.32%0.33%0.35%Q4 2022Q4 20235
PRELUDE CAPITAL MANAGEMENT, LLC 410.03%0.04%0.07%Q4 2018Q3 20205
Carmichael Hill & Associates, Inc. 550.01%0.05%0.18%Q3 2022Q3 20235
RFG HOLDINGS, INC. 551.55%2.14%2.92%Q4 2020Q4 20215
Atria Wealth Solutions, Inc. 550.00%0.01%0.01%Q3 2022Q3 20235
Westside Investment Management, Inc. 440.00%0.02%0.02%Q4 2022Q3 20234
FLAGSTAR ADVISORS INC 440.44%0.46%0.47%Q4 2022Q3 20234
U.S. Capital Wealth Advisors, LLC 440.02%0.03%0.03%Q3 2021Q2 20224
Baird Financial Group, Inc. 440.00%0.00%0.00%Q2 2021Q1 20224
Cyndeo Wealth Partners, LLC 440.07%0.29%0.92%Q4 2022Q3 20234
Tanglewood Legacy Advisors, LLC 440.03%0.04%0.06%Q4 2022Q3 20234
Regal Investment Advisors LLC 440.02%0.02%0.03%Q3 2021Q2 20224
Socha Financial Group, LLC 440.42%0.48%0.56%Q4 2022Q3 20234
Spectrum Planning & Advisory Services Inc. 440.22%0.23%0.24%Q4 2020Q3 20214
D.A. DAVIDSON & CO. 440.00%0.00%0.01%Q4 2022Q3 20234
Truadvice, LLC 440.11%0.37%0.60%Q3 2020Q2 20214
Principle Wealth Partners LLC 440.03%0.06%0.07%Q4 2021Q3 20224
BARCLAYS PLC 440.00%0.00%0.00%Q4 2022Q3 20234
LexAurum Advisors, LLC 440.53%0.71%0.83%Q4 2020Q3 20214
KESTRA PRIVATE WEALTH SERVICES, LLC 440.02%0.03%0.04%Q4 2022Q3 20234
Mattern Wealth Management LLC 440.18%0.53%0.76%Q2 2021Q1 20224
Econ Financial Services Corp 310.20%0.29%0.35%Q1 2022Q3 20234
ShoreHaven Wealth Partners, LLC 210.52%0.70%0.80%Q2 2022Q3 20234
OLD MISSION CAPITAL LLC 310.02%0.07%0.16%Q2 2021Q2 20224
Strategic Blueprint, LLC 440.02%0.03%0.05%Q2 2021Q1 20224
Dynamic Advisor Solutions LLC 440.02%0.02%0.02%Q4 2021Q3 20224
Vestmark Advisory Solutions, Inc. 440.02%0.02%0.02%Q2 2021Q1 20224
Financial Partners Group, Inc 440.06%0.32%1.01%Q4 2022Q3 20234
WCG Wealth Advisors LLC 330.01%0.07%0.09%Q3 2022Q1 20234
USCA RIA LLC 440.02%0.03%0.04%Q3 2020Q2 20214
Cooper Financial Group 440.30%0.46%0.54%Q2 2019Q1 20204
Raleigh Capital Management Inc. 440.03%0.11%0.29%Q4 2021Q3 20224
BREITER CAPITAL MANAGEMENT INC 330.20%0.22%0.25%Q3 2021Q1 20223
Redhawk Wealth Advisors, Inc. 330.06%0.53%0.88%Q4 2020Q2 20213
SlateStone Wealth, LLC 330.78%0.85%0.93%Q1 2023Q3 20233
Tower Research Capital LLC (TRC) 110.00%0.00%0.00%Q2 2018Q4 20203
Fluent Financial, LLC 330.10%0.11%0.11%Q1 2022Q3 20223
Main Street Financial Solutions, LLC 330.40%0.54%0.63%Q4 2021Q2 20223
TKG Advisors, LLC 331.67%2.55%3.89%Q4 2021Q2 20223
FMR LLC 210.00%0.00%0.00%Q1 2022Q4 20223
ACCURATE INVESTMENT SOLUTIONS, INC. 330.13%0.14%0.15%Q3 2019Q1 20203
Arkadios Wealth Advisors 330.09%0.27%0.40%Q2 2021Q4 20213
Manhattan West Asset Management, LLC 332.17%2.37%2.53%Q1 2023Q3 20233
TUCKER ASSET MANAGEMENT LLC 210.01%0.03%0.06%Q4 2020Q1 20223
Clearwater Capital Advisors, LLC 330.10%0.11%0.12%Q4 2022Q2 20233
HighTower Advisors, LLC 330.00%0.01%0.01%Q4 2022Q2 20233
Crumly & Associates Inc. 330.22%0.77%1.06%Q1 2023Q3 20233
AJ Advisors, LLC 332.33%2.94%4.00%Q4 2022Q2 20233
Sargent Bickham Lagudis LLC 330.02%0.02%0.02%Q2 2021Q4 20213
Coppell Advisory Solutions LLC 210.00%0.00%0.01%Q4 2022Q3 20233
Stephens Consulting, LLC 330.04%0.09%0.19%Q1 2023Q3 20233
NEXT Financial Group, Inc 330.01%0.01%0.02%Q2 2021Q4 20213
Mariner, LLC 330.00%0.00%0.00%Q4 2022Q2 20233
Altus Wealth Group LLC 330.15%0.15%0.16%Q1 2023Q3 20233
First Horizon Advisors, Inc. 220.00%0.00%0.00%Q1 2021Q2 20212
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 220.01%0.03%0.06%Q2 2023Q3 20232
Gradient Investments LLC 220.00%0.00%0.00%Q2 2023Q3 20232
CREATIVE FINANCIAL DESIGNS INC /ADV 220.00%0.00%0.01%Q2 2023Q3 20232
STEPHENS INC /AR/ 220.03%0.03%0.03%Q2 2023Q3 20232
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 220.02%0.03%0.03%Q2 2023Q3 20232
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Blue Chip Partners, LLC 220.04%0.04%0.04%Q1 2023Q2 20232
Archer Investment Corp 220.01%0.01%0.01%Q4 2021Q1 20222
AdvisorNet Financial, Inc 220.00%0.01%0.02%Q2 2023Q3 20232
Clear Creek Financial Management, LLC 220.04%0.04%0.04%Q4 2021Q1 20222
Financial Futures Ltd Liability Co. 220.17%0.21%0.25%Q4 2021Q1 20222
THOROUGHBRED FINANCIAL SERVICES, LLC 220.06%0.10%0.15%Q4 2021Q1 20222
Horst & Graben Wealth Management LLC 220.06%0.06%0.06%Q3 2021Q4 20212
Sigma Planning Corp 220.02%0.02%0.02%Q2 2023Q3 20232
Sunbelt Securities, Inc. 220.01%0.01%0.01%Q1 2023Q2 20232
MBL Wealth, LLC 220.05%0.18%0.32%Q2 2023Q3 20232
Allworth Financial LP 220.00%0.00%0.00%Q2 2023Q3 20232
Herold Advisors, Inc. 110.00%0.00%0.00%Q3 2021Q1 20222
ACT Advisors, LLC. 220.66%0.69%0.72%Q2 2022Q3 20222
M&R CAPITAL MANAGEMENT INC 220.01%0.01%0.01%Q3 2023Q4 20232
Ausdal Financial Partners, Inc. 220.04%0.05%0.05%Q4 2020Q1 20212
Fortune 45 LLC 220.28%0.31%0.34%Q4 2021Q1 20222
EUDAIMONIA ADVISORS LLC 220.12%0.12%0.12%Q4 2021Q1 20222
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q1 2022Q4 20222
Boyd Wealth Management, LLC 110.52%0.55%0.58%Q1 2023Q3 20232
Visionary Wealth Advisors 220.17%0.18%0.19%Q2 2023Q3 20232
OneAscent Financial Services LLC 110.15%0.15%0.15%Q3 2023Q3 20231
SeaCrest Wealth Management, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Sound Income Strategies, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Main Line Retirement Advisors, LLC 110.31%0.31%0.31%Q2 2023Q2 20231
Fisher Asset Management, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Integrated Wealth Concepts LLC 110.01%0.01%0.01%Q2 2022Q2 20221
M Holdings Securities, Inc. 110.02%0.02%0.02%Q1 2022Q1 20221
ERn Financial, LLC 111.30%1.30%1.30%Q2 2022Q2 20221
Riverview Trust Co 110.01%0.01%0.01%Q1 2023Q1 20231
Coppell Advisory Solutions Corp. 110.00%0.00%0.00%Q4 2022Q4 20221
Colonial River Wealth Management, LLC 110.29%0.29%0.29%Q3 2021Q3 20211
TWO SIGMA SECURITIES, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
BOKF, NA 110.01%0.01%0.01%Q3 2020Q3 20201
SIGNET FINANCIAL MANAGEMENT, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Confluence Wealth Services, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
SYNOVUS FINANCIAL CORP 110.00%0.00%0.00%Q1 2020Q1 20201
Total Clarity Wealth Management, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
JPMORGAN CHASE & CO 110.00%0.00%0.00%Q3 2023Q3 20231
Jaffetilchin Investment Partners, LLC 110.09%0.09%0.09%Q4 2019Q4 20191
Nachman Norwood & Parrott, Inc 110.00%0.00%0.00%Q3 2020Q3 20201
Purus Wealth Management, LLC 110.17%0.17%0.17%Q4 2021Q4 20211
Envestnet Portfolio Solutions, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Northstar Advisory Group, LLC 110.22%0.22%0.22%Q3 2021Q3 20211
PNC FINANCIAL SERVICES GROUP, INC. 110.00%0.00%0.00%Q2 2022Q2 20221
GOLDMAN SACHS GROUP INC 110.00%0.00%0.00%Q4 2017Q4 20171
CoreCap Advisors, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
GSG Advisors LLC 110.38%0.38%0.38%Q3 2023Q3 20231
Activest Wealth Management 110.01%0.01%0.01%Q2 2022Q2 20221
Apollon Wealth Management, LLC 110.03%0.03%0.03%Q2 2020Q2 20201
ICA Group Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
External links

This page lists all the filers that currently own FIRST TR EXCH TRADED FD III or have owned FIRST TR EXCH TRADED FD III in the past.