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
JANE STREET GROUP, LLC 30300.00%0.01%0.03%Q2 2016Q3 202330
RiverFront Investment Group, LLC 29290.01%0.27%1.18%Q3 2016Q3 202329
ROYAL BANK OF CANADA 29290.00%0.00%0.00%Q3 2016Q3 202329
BENJAMIN F. EDWARDS & COMPANY, INC. 27270.00%0.03%0.08%Q1 2017Q3 202327
Baird Financial Group, Inc. 27270.00%0.01%0.01%Q1 2017Q3 202327
Raymond James Financial Services Advisors, Inc. 26260.00%0.01%0.03%Q2 2017Q3 202326
RAYMOND JAMES & ASSOCIATES 25250.00%0.00%0.02%Q3 2017Q3 202325
LPL Financial LLC 2320.00%0.01%0.02%Q1 2017Q2 202325
UBS Group AG 1420.00%0.00%0.00%Q4 2016Q3 202324
Prospera Financial Services Inc 840.01%0.11%0.38%Q1 2017Q3 202324
MORGAN STANLEY 12110.00%0.00%0.00%Q3 2017Q3 202323
Koshinski Asset Management, Inc. 12100.02%0.14%0.37%Q1 2017Q3 202222
Janney Montgomery Scott LLC 1480.00%0.00%0.01%Q3 2016Q3 202322
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.01%0.04%Q3 2018Q3 202321
NewEdge Advisors, LLC 1740.00%0.27%0.70%Q4 2016Q3 202321
American Portfolios Advisors 20200.00%0.02%0.04%Q4 2017Q3 202220
OneDigital Investment Advisors LLC 20200.01%0.08%0.18%Q4 2018Q3 202320
ENVESTNET ASSET MANAGEMENT INC 19190.00%0.00%0.00%Q1 2019Q3 202319
Cambridge Investment Research Advisors, Inc. 1260.00%0.00%0.01%Q1 2017Q1 202218
WELLS FARGO & COMPANY/MN 18180.00%0.00%0.00%Q2 2019Q3 202318
IFP Advisors, Inc 1110.00%0.00%0.01%Q1 2016Q3 202318
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1520.00%0.00%0.00%Q3 2018Q4 202217
FLOW TRADERS U.S. LLC 1250.02%0.09%0.29%Q2 2019Q3 202317
TRUIST FINANCIAL CORP 16160.00%0.01%0.01%Q4 2019Q3 202316
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
J.W. COLE ADVISORS, INC. 1210.08%0.10%0.12%Q4 2019Q3 202314
Wills Financial Group, Inc. 13131.14%1.86%2.48%Q4 2016Q4 201913
Regal Investment Advisors LLC 13130.22%0.61%0.93%Q4 2016Q4 201913
Disciplined Investments, LLC 13130.00%0.00%0.01%Q4 2019Q4 202213
Hilltop Holdings Inc. 13130.03%0.05%0.08%Q3 2020Q3 202313
Advisory Services Network, LLC 810.00%0.00%0.00%Q2 2018Q1 202313
OLD MISSION CAPITAL LLC 1110.01%0.05%0.15%Q3 2017Q3 202312
Advisor Group, Inc. 11110.00%0.00%0.01%Q2 2017Q4 201911
COMMONWEALTH EQUITY SERVICES, LLC 11110.00%0.00%0.00%Q3 2018Q1 202111
LADENBURG THALMANN FINANCIAL SERVICES INC. 11110.00%0.00%0.00%Q1 2017Q3 201911
BB&T SECURITIES, LLC 11110.03%0.10%0.23%Q1 2017Q3 201911
FLAGSHIP HARBOR ADVISORS, LLC 10100.00%0.00%0.00%Q2 2018Q3 202010
HARBOUR INVESTMENTS, INC. 640.00%0.00%0.01%Q1 2021Q3 202310
Accel Wealth Management 10100.01%0.01%0.02%Q4 2020Q1 202310
Elevated Capital Advisors, LLC 410.10%0.15%0.20%Q1 2019Q3 202310
Avestar Capital, LLC 10100.10%0.94%2.11%Q3 2018Q4 202010
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 910.03%0.06%0.08%Q1 2020Q1 202310
Tower Research Capital LLC (TRC) 610.00%0.00%0.00%Q1 2017Q2 20229
PNC FINANCIAL SERVICES GROUP, INC. 990.00%0.00%0.00%Q2 2018Q2 20209
Steward Partners Investment Advisory, LLC 540.00%0.00%0.01%Q3 2017Q1 20209
Atlas Private Wealth Management, LLC 990.41%0.63%0.75%Q4 2019Q4 20219
Kowal Investment Group, LLC 880.07%0.20%0.38%Q4 2020Q3 20228
Citadel Advisors 410.00%0.00%0.00%Q2 2018Q2 20227
Cetera Advisor Networks LLC 610.00%0.01%0.01%Q4 2017Q2 20207
Raleigh Capital Management Inc. 770.02%0.04%0.06%Q1 2022Q3 20237
Valeo Financial Advisors, LLC 660.00%0.00%0.00%Q4 2017Q1 20196
Quad-Cities Investment Group, LLC 660.01%0.02%0.07%Q2 2018Q3 20196
SMITH CAPITAL MANAGEMENT INC /AR/ADV 660.16%0.19%0.23%Q4 2018Q1 20206
HighTower Advisors, LLC 660.00%0.00%0.00%Q2 2018Q3 20196
Kovack Advisors, Inc. 660.07%0.09%0.11%Q1 2017Q2 20186
BB&T INVESTMENT SERVICES, INC. 550.00%0.06%0.10%Q4 2016Q4 20175
Wagner Wealth Management, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Sunbelt Securities, Inc. 320.01%0.02%0.03%Q3 2019Q3 20235
US BANCORP \DE\ 440.00%0.00%0.00%Q3 2017Q2 20184
JPMORGAN CHASE & CO 310.00%0.00%0.00%Q2 2022Q3 20234
Ameritas Investment Company, LLC 210.01%0.04%0.08%Q4 2018Q1 20204
Truadvice, LLC 220.10%0.22%0.40%Q3 2020Q2 20234
Clarus Wealth Advisors 440.02%0.03%0.04%Q2 2018Q1 20194
Coppell Advisory Solutions LLC 210.01%0.06%0.18%Q4 2020Q3 20234
WFG Advisors, LP 440.01%0.01%0.01%Q3 2016Q2 20174
TRUE Private Wealth Advisors 110.00%0.01%0.01%Q3 2018Q4 20193
MANUFACTURERS LIFE INSURANCE COMPANY, THE 330.00%0.00%0.00%Q4 2017Q2 20183
Snowden Capital Advisors LLC 210.00%0.07%0.12%Q1 2018Q4 20213
Kestra Advisory Services, LLC 210.00%0.00%0.01%Q3 2020Q3 20213
Sowell Financial Services LLC 330.00%0.00%0.00%Q3 2019Q1 20203
Private Advisor Group, LLC 110.00%0.00%0.01%Q3 2018Q2 20203
IFG Advisory, LLC 330.06%0.11%0.15%Q3 2019Q1 20203
GOLDMAN SACHS GROUP INC 210.00%0.00%0.00%Q4 2019Q3 20203
MGO ONE SEVEN LLC 210.03%0.03%0.04%Q4 2017Q4 20183
First Allied Advisory Services, Inc. 110.00%0.00%0.00%Q4 2017Q3 20192
FIFTH THIRD BANCORP 220.00%0.00%0.00%Q1 2019Q2 20192
CITIGROUP INC 220.00%0.00%0.01%Q2 2016Q3 20162
BANK OF MONTREAL /CAN/ 220.00%0.00%0.00%Q2 2023Q3 20232
Financial Gravity Asset Management, Inc. 110.02%0.02%0.02%Q4 2022Q2 20232
Global Financial Private Capital, Inc 220.01%0.01%0.01%Q4 2017Q1 20182
Coppell Advisory Solutions Corp. 110.01%0.01%0.01%Q4 2022Q4 20221
NBC SECURITIES, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
FMR LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Kesler, Norman & Wride, LLC 110.42%0.42%0.42%Q3 2023Q3 20231
Virtu KCG Holdings LLC 110.06%0.06%0.06%Q1 2017Q1 20171
Virtu Financial LLC 110.04%0.04%0.04%Q3 2017Q3 20171
Independent Advisor Alliance 110.07%0.07%0.07%Q4 2019Q4 20191
MSI Financial Services Inc 110.00%0.00%0.00%Q4 2016Q4 20161
Winch Advisory Services, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Zions Bancorporation 110.36%0.36%0.36%Q2 2018Q2 20181
LexAurum Advisors, LLC 110.26%0.26%0.26%Q2 2018Q2 20181
MML INVESTORS SERVICES, LLC 110.01%0.01%0.01%Q4 2017Q4 20171
HL FINANCIAL SERVICES LLC 110.01%0.01%0.01%Q1 2019Q1 20191
BANK OF AMERICA CORP /DE/ 110.00%0.00%0.00%Q2 2018Q2 20181
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.