Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
RAYMOND JAMES & ASSOCIATES | 30 | 30 | 0.00% | 0.02% | 0.06% | Q2 2016 | Q3 2023 | 30 |
ROYAL BANK OF CANADA | 30 | 30 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 30 |
LPL Financial LLC | 30 | 30 | 0.00% | 0.02% | 0.11% | Q2 2016 | Q3 2023 | 30 |
DAVENPORT & Co LLC | 15 | 14 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 29 |
RiverFront Investment Group, LLC | 29 | 29 | 0.01% | 0.81% | 4.67% | Q3 2016 | Q3 2023 | 29 |
Baird Financial Group, Inc. | 28 | 28 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q3 2023 | 28 |
Janney Montgomery Scott LLC | 14 | 14 | 0.00% | 0.01% | 0.04% | Q3 2016 | Q3 2023 | 28 |
MORGAN STANLEY | 27 | 1 | 0.00% | 0.01% | 0.05% | Q2 2016 | Q3 2023 | 28 |
AlphaMark Advisors, LLC | 28 | 28 | 0.00% | 0.11% | 0.28% | Q4 2016 | Q3 2023 | 28 |
UBS Group AG | 27 | 27 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 27 |
Raymond James Financial Services Advisors, Inc. | 21 | 6 | 0.00% | 0.03% | 0.14% | Q2 2016 | Q1 2023 | 27 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 27 | 27 | 0.01% | 0.09% | 0.17% | Q1 2017 | Q3 2023 | 27 |
Prospera Financial Services Inc | 12 | 5 | 0.06% | 0.18% | 0.38% | Q1 2017 | Q3 2023 | 25 |
NewEdge Advisors, LLC | 21 | 4 | 0.00% | 0.34% | 1.06% | Q4 2016 | Q3 2023 | 25 |
JANE STREET GROUP, LLC | 24 | 1 | 0.00% | 0.00% | 0.02% | Q2 2016 | Q3 2023 | 25 |
IFP Advisors, Inc | 13 | 4 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 25 |
Cranbrook Wealth Management, LLC | 25 | 25 | 0.04% | 1.40% | 4.10% | Q4 2016 | Q4 2022 | 25 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 22 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 23 |
Steward Partners Investment Advisory, LLC | 18 | 5 | 0.00% | 0.01% | 0.05% | Q3 2017 | Q3 2023 | 23 |
Geneos Wealth Management Inc. | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
WELLS FARGO & COMPANY/MN | 19 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 22 |
Koshinski Asset Management, Inc. | 12 | 10 | 0.04% | 0.29% | 0.83% | Q1 2017 | Q3 2022 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.02% | 0.08% | Q3 2018 | Q3 2023 | 21 |
American Portfolios Advisors | 20 | 20 | 0.01% | 0.04% | 0.08% | Q4 2017 | Q3 2022 | 20 |
ENVESTNET ASSET MANAGEMENT INC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
Quad-Cities Investment Group, LLC | 19 | 19 | 0.26% | 0.71% | 1.75% | Q1 2018 | Q3 2022 | 19 |
FormulaFolio Investments, LLC | 17 | 17 | 0.05% | 0.26% | 0.44% | Q2 2017 | Q2 2021 | 17 |
CENTAURUS FINANCIAL, INC. | 10 | 7 | 0.01% | 0.38% | 1.70% | Q4 2017 | Q2 2022 | 17 |
Citadel Advisors | 13 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2023 | 17 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
NEXT Financial Group, Inc | 11 | 1 | 0.00% | 0.07% | 0.18% | Q3 2016 | Q4 2021 | 16 |
Walkner Condon Financial Advisors LLC | 8 | 7 | 0.09% | 0.19% | 0.44% | Q4 2019 | Q3 2023 | 15 |
Cetera Advisors LLC | 9 | 2 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 15 |
MONEYWISE, INC. | 15 | 15 | 0.60% | 0.81% | 1.16% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Stratos Wealth Partners, LTD. | 14 | 14 | 0.01% | 0.02% | 0.02% | Q3 2017 | Q4 2020 | 14 |
PNC FINANCIAL SERVICES GROUP, INC. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2021 | 14 |
COMMONWEALTH EQUITY SERVICES, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2021 | 14 |
BB&T SECURITIES, LLC | 14 | 14 | 0.00% | 0.11% | 0.24% | Q2 2016 | Q3 2019 | 14 |
Tower Research Capital LLC (TRC) | 7 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2023 | 13 |
Truadvice, LLC | 13 | 13 | 0.22% | 0.72% | 1.60% | Q3 2020 | Q3 2023 | 13 |
Disciplined Investments, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2022 | 13 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q2 2020 | 13 |
Advisory Services Network, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2023 | 13 |
Elevated Capital Advisors, LLC | 5 | 1 | 0.40% | 0.52% | 0.65% | Q1 2019 | Q3 2023 | 13 |
Regal Investment Advisors LLC | 12 | 12 | 0.06% | 0.65% | 0.97% | Q1 2017 | Q4 2019 | 12 |
Cambridge Investment Research Advisors, Inc. | 12 | 12 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q2 2019 | 12 |
Advisor Group, Inc. | 12 | 12 | 0.00% | 0.04% | 0.18% | Q1 2017 | Q4 2019 | 12 |
HUNTINGTON NATIONAL BANK | 10 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2022 | 12 |
MML INVESTORS SERVICES, LLC | 11 | 11 | 0.00% | 0.02% | 0.03% | Q2 2017 | Q4 2019 | 11 |
STIFEL FINANCIAL CORP | 8 | 3 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 11 |
Cetera Investment Advisers | 10 | 1 | 0.01% | 0.12% | 0.19% | Q4 2016 | Q4 2021 | 11 |
OLD MISSION CAPITAL LLC | 8 | 1 | 0.01% | 0.13% | 0.24% | Q1 2018 | Q3 2023 | 11 |
Hilltop Holdings Inc. | 9 | 1 | 0.05% | 0.11% | 0.45% | Q2 2018 | Q4 2021 | 10 |
Accel Wealth Management | 10 | 10 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2023 | 10 |
Financial Advocates Investment Management | 10 | 10 | 0.10% | 0.21% | 0.30% | Q4 2017 | Q1 2020 | 10 |
CENTRAL TRUST Co | 10 | 10 | 0.00% | 0.04% | 0.08% | Q2 2021 | Q3 2023 | 10 |
Brookstone Capital Management | 10 | 10 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2019 | 10 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 9 | 9 | 0.04% | 0.11% | 0.19% | Q4 2017 | Q4 2019 | 9 |
First Allied Advisory Services, Inc. | 8 | 1 | 0.00% | 0.11% | 0.22% | Q3 2016 | Q3 2019 | 9 |
Keystone Financial Group | 9 | 9 | 0.08% | 0.22% | 0.41% | Q1 2018 | Q1 2020 | 9 |
AVANTAX ADVISORY SERVICES, INC. | 5 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 9 |
Larson Financial Group LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2021 | 8 |
GOLDMAN SACHS GROUP INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 8 |
Sigma Planning Corp | 8 | 8 | 0.02% | 0.04% | 0.07% | Q4 2017 | Q3 2019 | 8 |
Raleigh Capital Management Inc. | 8 | 8 | 0.09% | 0.16% | 0.38% | Q4 2021 | Q3 2023 | 8 |
Shamrock Asset Management LLC | 8 | 8 | 1.05% | 1.33% | 1.50% | Q4 2016 | Q3 2018 | 8 |
HL FINANCIAL SERVICES LLC | 6 | 1 | 0.03% | 0.03% | 0.04% | Q2 2017 | Q1 2019 | 7 |
ERn Financial, LLC | 7 | 7 | 0.10% | 0.13% | 0.14% | Q1 2022 | Q3 2023 | 7 |
First Heartland Consultants, Inc. | 7 | 7 | 0.03% | 0.27% | 0.57% | Q3 2021 | Q1 2023 | 7 |
FIFTH THIRD BANCORP | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2019 | 7 |
CWM, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Cetera Advisor Networks LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q2 2020 | 6 |
SMITH CAPITAL MANAGEMENT INC /AR/ADV | 6 | 6 | 0.24% | 0.30% | 0.34% | Q4 2018 | Q1 2020 | 6 |
Tyler-Stone Wealth Management | 5 | 1 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q2 2023 | 6 |
Wills Financial Group, Inc. | 6 | 6 | 1.20% | 1.34% | 1.47% | Q2 2017 | Q3 2018 | 6 |
FLAGSHIP HARBOR ADVISORS, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2019 | 6 |
O'Dell Group, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 6 |
HighTower Advisors, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2019 | 6 |
US BANCORP \DE\ | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2018 | 5 |
NATIONAL PLANNING CORP | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q3 2017 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.01% | 0.09% | 0.12% | Q4 2016 | Q4 2017 | 5 |
Capital Investment Advisory Services, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 5 |
Qube Research & Technologies Ltd | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 5 |
BANK OF AMERICA CORP /DE/ | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2019 | 5 |
BLAIR WILLIAM & CO/IL | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2018 | 5 |
Per Stirling Capital Management, LLC. | 4 | 4 | 0.98% | 1.09% | 1.22% | Q4 2022 | Q3 2023 | 4 |
Clarus Wealth Advisors | 4 | 4 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q1 2019 | 4 |
WINTRUST INVESTMENTS LLC | 4 | 4 | 0.06% | 0.11% | 0.14% | Q1 2018 | Q4 2018 | 4 |
MAI Capital Management | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2021 | 4 |
IFG Advisory, LLC | 2 | 1 | 0.02% | 0.04% | 0.06% | Q3 2019 | Q4 2021 | 4 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 4 |
SEI INVESTMENTS CO | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2018 | 4 |
JPMORGAN CHASE & CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 4 |
Patriot Financial Group Insurance Agency, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q1 2018 | 4 |
WEDBUSH SECURITIES INC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2017 | Q3 2018 | 4 |
Virtu KCG Holdings LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q1 2017 | 4 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.05% | 0.08% | Q2 2020 | Q3 2022 | 3 |
MGO ONE SEVEN LLC | 2 | 1 | 0.04% | 0.05% | 0.06% | Q4 2017 | Q4 2018 | 3 |
Ameritas Investment Company, LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q1 2020 | 3 |
Sowell Financial Services LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q1 2020 | 3 |
TRUE Private Wealth Advisors | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q4 2019 | 3 |
Dana Investment Advisors, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Golden State Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
Kestra Advisory Services, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q4 2020 | 2 |
SeaCrest Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
Global Financial Private Capital, Inc | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q1 2018 | 2 |
WFG Advisors, LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q2 2017 | 2 |
IHT Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Snowden Capital Advisors LLC | 2 | 2 | 0.31% | 0.34% | 0.37% | Q1 2018 | Q2 2018 | 2 |
BANK OF MONTREAL /CAN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2023 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
BARCLAYS PLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
AMERIPRISE FINANCIAL INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
MSI Financial Services Inc | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q4 2016 | 2 |
RPG Investment Advisory, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Hochman Cole Investment Advisors, Inc. | 2 | 2 | 0.14% | 0.15% | 0.17% | Q2 2018 | Q3 2018 | 2 |
SII INVESTMENTS INC/WI | 2 | 2 | 0.19% | 0.33% | 0.47% | Q3 2017 | Q4 2017 | 2 |
CREDIT SUISSE AG/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Lindbrook Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Cyrus J. Lawrence, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
AVIANCE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
CX Institutional | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Stonebridge Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
IAG Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2020 | Q4 2020 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Creative Planning | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
FMR LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Gryphon Financial Partners LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2018 | Q4 2018 | 1 |
NORTHWEST WEALTH MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Migdal Insurance & Financial Holdings Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Private Advisor Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Cornerstone Planning Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Kesler, Norman & Wride, LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q3 2023 | Q3 2023 | 1 |
B. Riley Financial, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2018 | Q1 2018 | 1 |
W.G. Shaheen & Associates DBA Whitney & Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Virtu Financial LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2017 | Q3 2017 | 1 |
Gradient Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
EQUITABLE TRUST CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Kaydan Wealth Management, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Eldridge Investment Advisors, Inc. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2018 | Q1 2018 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Moisand Fitzgerald Tamayo, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
FIRST INTERSTATE BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
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.