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
RAYMOND JAMES & ASSOCIATES 30300.00%0.02%0.06%Q2 2016Q3 202330
ROYAL BANK OF CANADA 30300.00%0.00%0.01%Q2 2016Q3 202330
LPL Financial LLC 30300.00%0.02%0.11%Q2 2016Q3 202330
DAVENPORT & Co LLC 15140.00%0.00%0.01%Q2 2016Q3 202329
RiverFront Investment Group, LLC 29290.01%0.81%4.67%Q3 2016Q3 202329
Baird Financial Group, Inc. 28280.00%0.01%0.04%Q4 2016Q3 202328
Janney Montgomery Scott LLC 14140.00%0.01%0.04%Q3 2016Q3 202328
MORGAN STANLEY 2710.00%0.01%0.05%Q2 2016Q3 202328
AlphaMark Advisors, LLC 28280.00%0.11%0.28%Q4 2016Q3 202328
UBS Group AG 27270.00%0.00%0.01%Q1 2017Q3 202327
Raymond James Financial Services Advisors, Inc. 2160.00%0.03%0.14%Q2 2016Q1 202327
BENJAMIN F. EDWARDS & COMPANY, INC. 27270.01%0.09%0.17%Q1 2017Q3 202327
Prospera Financial Services Inc 1250.06%0.18%0.38%Q1 2017Q3 202325
NewEdge Advisors, LLC 2140.00%0.34%1.06%Q4 2016Q3 202325
JANE STREET GROUP, LLC 2410.00%0.00%0.02%Q2 2016Q3 202325
IFP Advisors, Inc 1340.00%0.00%0.01%Q1 2016Q3 202325
Cranbrook Wealth Management, LLC 25250.04%1.40%4.10%Q4 2016Q4 202225
SUSQUEHANNA INTERNATIONAL GROUP, LLP 2210.00%0.00%0.00%Q1 2017Q3 202323
Steward Partners Investment Advisory, LLC 1850.00%0.01%0.05%Q3 2017Q3 202323
Geneos Wealth Management Inc. 23230.00%0.00%0.00%Q1 2018Q3 202323
WELLS FARGO & COMPANY/MN 1910.00%0.00%0.00%Q4 2017Q3 202322
Koshinski Asset Management, Inc. 12100.04%0.29%0.83%Q1 2017Q3 202222
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.02%0.08%Q3 2018Q3 202321
American Portfolios Advisors 20200.01%0.04%0.08%Q4 2017Q3 202220
ENVESTNET ASSET MANAGEMENT INC 19190.00%0.00%0.01%Q1 2019Q3 202319
Quad-Cities Investment Group, LLC 19190.26%0.71%1.75%Q1 2018Q3 202219
FormulaFolio Investments, LLC 17170.05%0.26%0.44%Q2 2017Q2 202117
CENTAURUS FINANCIAL, INC. 1070.01%0.38%1.70%Q4 2017Q2 202217
Citadel Advisors 1320.00%0.00%0.00%Q3 2018Q1 202317
TRUIST FINANCIAL CORP 16160.01%0.01%0.02%Q4 2019Q3 202316
NEXT Financial Group, Inc 1110.00%0.07%0.18%Q3 2016Q4 202116
Walkner Condon Financial Advisors LLC 870.09%0.19%0.44%Q4 2019Q3 202315
Cetera Advisors LLC 920.00%0.01%0.01%Q1 2019Q3 202315
MONEYWISE, INC. 15150.60%0.81%1.16%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
Stratos Wealth Partners, LTD. 14140.01%0.02%0.02%Q3 2017Q4 202014
PNC FINANCIAL SERVICES GROUP, INC. 14140.00%0.00%0.00%Q1 2018Q2 202114
COMMONWEALTH EQUITY SERVICES, LLC 14140.00%0.00%0.00%Q4 2017Q1 202114
BB&T SECURITIES, LLC 14140.00%0.11%0.24%Q2 2016Q3 201914
Tower Research Capital LLC (TRC) 720.00%0.00%0.00%Q2 2016Q1 202313
Truadvice, LLC 13130.22%0.72%1.60%Q3 2020Q3 202313
Disciplined Investments, LLC 13130.00%0.00%0.01%Q4 2019Q4 202213
UNITED CAPITAL FINANCIAL ADVISORS, LLC 13130.00%0.01%0.01%Q2 2017Q2 202013
Advisory Services Network, LLC 810.00%0.00%0.00%Q2 2018Q1 202313
Elevated Capital Advisors, LLC 510.40%0.52%0.65%Q1 2019Q3 202313
Regal Investment Advisors LLC 12120.06%0.65%0.97%Q1 2017Q4 201912
Cambridge Investment Research Advisors, Inc. 12120.01%0.01%0.02%Q3 2016Q2 201912
Advisor Group, Inc. 12120.00%0.04%0.18%Q1 2017Q4 201912
HUNTINGTON NATIONAL BANK 1020.00%0.00%0.00%Q2 2018Q4 202212
MML INVESTORS SERVICES, LLC 11110.00%0.02%0.03%Q2 2017Q4 201911
STIFEL FINANCIAL CORP 830.00%0.01%0.02%Q1 2017Q3 202311
Cetera Investment Advisers 1010.01%0.12%0.19%Q4 2016Q4 202111
OLD MISSION CAPITAL LLC 810.01%0.13%0.24%Q1 2018Q3 202311
Hilltop Holdings Inc. 910.05%0.11%0.45%Q2 2018Q4 202110
Accel Wealth Management 10100.01%0.01%0.02%Q4 2020Q1 202310
Financial Advocates Investment Management 10100.10%0.21%0.30%Q4 2017Q1 202010
CENTRAL TRUST Co 10100.00%0.04%0.08%Q2 2021Q3 202310
Brookstone Capital Management 10100.01%0.02%0.04%Q2 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.00%0.01%0.02%Q1 2021Q3 202310
LADENBURG THALMANN FINANCIAL SERVICES INC. 10100.00%0.00%0.00%Q3 2017Q4 201910
MARINER INDEPENDENT ADVISOR NETWORK, LLC 990.04%0.11%0.19%Q4 2017Q4 20199
First Allied Advisory Services, Inc. 810.00%0.11%0.22%Q3 2016Q3 20199
Keystone Financial Group 990.08%0.22%0.41%Q1 2018Q1 20209
AVANTAX ADVISORY SERVICES, INC. 540.00%0.00%0.00%Q1 2021Q3 20239
Larson Financial Group LLC 880.00%0.00%0.00%Q2 2019Q1 20218
GOLDMAN SACHS GROUP INC 310.00%0.00%0.00%Q2 2016Q3 20238
Sigma Planning Corp 880.02%0.04%0.07%Q4 2017Q3 20198
Raleigh Capital Management Inc. 880.09%0.16%0.38%Q4 2021Q3 20238
Shamrock Asset Management LLC 881.05%1.33%1.50%Q4 2016Q3 20188
HL FINANCIAL SERVICES LLC 610.03%0.03%0.04%Q2 2017Q1 20197
ERn Financial, LLC 770.10%0.13%0.14%Q1 2022Q3 20237
First Heartland Consultants, Inc. 770.03%0.27%0.57%Q3 2021Q1 20237
FIFTH THIRD BANCORP 770.00%0.00%0.00%Q1 2018Q3 20197
CWM, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Cetera Advisor Networks LLC 510.00%0.01%0.02%Q3 2018Q2 20206
SMITH CAPITAL MANAGEMENT INC /AR/ADV 660.24%0.30%0.34%Q4 2018Q1 20206
Tyler-Stone Wealth Management 510.01%0.02%0.02%Q4 2021Q2 20236
Wills Financial Group, Inc. 661.20%1.34%1.47%Q2 2017Q3 20186
FLAGSHIP HARBOR ADVISORS, LLC 660.00%0.00%0.00%Q2 2018Q3 20196
O'Dell Group, LLC 510.00%0.00%0.00%Q3 2021Q2 20236
HighTower Advisors, LLC 420.00%0.00%0.00%Q2 2018Q4 20196
US BANCORP \DE\ 550.00%0.00%0.00%Q3 2017Q3 20185
NATIONAL PLANNING CORP 550.02%0.02%0.02%Q3 2016Q3 20175
BB&T INVESTMENT SERVICES, INC. 550.01%0.09%0.12%Q4 2016Q4 20175
Capital Investment Advisory Services, LLC 550.00%0.00%0.00%Q4 2018Q4 20195
Qube Research & Technologies Ltd 320.00%0.00%0.00%Q2 2021Q2 20235
BANK OF AMERICA CORP /DE/ 210.00%0.00%0.00%Q3 2017Q1 20195
BLAIR WILLIAM & CO/IL 550.00%0.00%0.00%Q3 2017Q3 20185
Per Stirling Capital Management, LLC. 440.98%1.09%1.22%Q4 2022Q3 20234
Clarus Wealth Advisors 440.02%0.03%0.04%Q2 2018Q1 20194
WINTRUST INVESTMENTS LLC 440.06%0.11%0.14%Q1 2018Q4 20184
MAI Capital Management 310.00%0.00%0.01%Q4 2020Q4 20214
IFG Advisory, LLC 210.02%0.04%0.06%Q3 2019Q4 20214
CREATIVE FINANCIAL DESIGNS INC /ADV 440.00%0.00%0.00%Q2 2020Q1 20214
SEI INVESTMENTS CO 310.00%0.00%0.00%Q2 2017Q2 20184
JPMORGAN CHASE & CO 210.00%0.00%0.00%Q2 2021Q3 20234
Patriot Financial Group Insurance Agency, LLC 440.01%0.01%0.01%Q2 2017Q1 20184
WEDBUSH SECURITIES INC 440.02%0.03%0.03%Q4 2017Q3 20184
Virtu KCG Holdings LLC 440.01%0.01%0.02%Q2 2016Q1 20174
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 210.00%0.05%0.08%Q2 2020Q3 20223
MGO ONE SEVEN LLC 210.04%0.05%0.06%Q4 2017Q4 20183
Ameritas Investment Company, LLC 110.01%0.02%0.03%Q4 2018Q1 20203
Sowell Financial Services LLC 330.00%0.00%0.01%Q3 2019Q1 20203
TRUE Private Wealth Advisors 110.01%0.01%0.02%Q3 2018Q4 20193
Dana Investment Advisors, Inc. 330.01%0.01%0.01%Q1 2023Q3 20233
Golden State Wealth Management, LLC 220.01%0.01%0.01%Q1 2019Q2 20192
Kestra Advisory Services, LLC 220.00%0.00%0.01%Q3 2020Q4 20202
SeaCrest Wealth Management, LLC 220.00%0.00%0.00%Q3 2018Q4 20182
Global Financial Private Capital, Inc 220.01%0.02%0.02%Q4 2017Q1 20182
WFG Advisors, LP 220.01%0.01%0.01%Q1 2017Q2 20172
IHT Wealth Management, LLC 220.00%0.00%0.00%Q4 2017Q1 20182
Snowden Capital Advisors LLC 220.31%0.34%0.37%Q1 2018Q2 20182
BANK OF MONTREAL /CAN/ 110.00%0.00%0.00%Q1 2019Q2 20232
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q1 2022Q4 20222
BARCLAYS PLC 220.00%0.00%0.00%Q2 2021Q3 20212
AMERIPRISE FINANCIAL INC 220.00%0.00%0.00%Q4 2018Q1 20192
MSI Financial Services Inc 220.02%0.02%0.02%Q3 2016Q4 20162
RPG Investment Advisory, LLC 220.00%0.00%0.00%Q4 2017Q1 20182
Hochman Cole Investment Advisors, Inc. 220.14%0.15%0.17%Q2 2018Q3 20182
SII INVESTMENTS INC/WI 220.19%0.33%0.47%Q3 2017Q4 20172
CREDIT SUISSE AG/ 220.00%0.00%0.00%Q2 2016Q3 20162
Lindbrook Capital, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Cyrus J. Lawrence, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
AVIANCE CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q2 2017Q2 20171
CX Institutional 110.01%0.01%0.01%Q3 2018Q3 20181
Stonebridge Capital Advisors LLC 110.00%0.00%0.00%Q1 2022Q1 20221
IAG Wealth Partners, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
OLD MISSION CAPITAL, LLC 110.11%0.11%0.11%Q4 2020Q4 20201
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Creative Planning 110.00%0.00%0.00%Q4 2022Q4 20221
FMR LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Gryphon Financial Partners LLC 110.18%0.18%0.18%Q4 2018Q4 20181
NORTHWEST WEALTH MANAGEMENT, LLC 110.02%0.02%0.02%Q3 2018Q3 20181
Migdal Insurance & Financial Holdings Ltd. 110.01%0.01%0.01%Q1 2022Q1 20221
Private Advisor Group, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Cornerstone Planning Group LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Kesler, Norman & Wride, LLC 110.42%0.42%0.42%Q3 2023Q3 20231
B. Riley Financial, Inc. 110.07%0.07%0.07%Q1 2018Q1 20181
W.G. Shaheen & Associates DBA Whitney & Co 110.02%0.02%0.02%Q3 2018Q3 20181
Virtu Financial LLC 110.13%0.13%0.13%Q3 2017Q3 20171
Gradient Investments LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Strategic Blueprint, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Independent Advisor Alliance 110.03%0.03%0.03%Q4 2019Q4 20191
EQUITABLE TRUST CO 110.02%0.02%0.02%Q1 2022Q1 20221
Kaydan Wealth Management, Inc. 110.08%0.08%0.08%Q4 2021Q4 20211
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 110.00%0.00%0.00%Q1 2019Q1 20191
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Eldridge Investment Advisors, Inc. 110.22%0.22%0.22%Q1 2018Q1 20181
DHJJ Financial Advisors, Ltd. 110.02%0.02%0.02%Q3 2023Q3 20231
Moisand Fitzgerald Tamayo, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
NBC SECURITIES, INC. 110.03%0.03%0.03%Q3 2023Q3 20231
FIRST INTERSTATE BANK 110.00%0.00%0.00%Q4 2019Q4 20191
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.