FIRST TR EXCHANGE-TRADED FD shareholder history

Current and past FIRST TR EXCHANGE-TRADED FD shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
BANK OF AMERICA CORP /DE/ 32320.00%0.00%0.00%Q3 2016Q2 202432
Raymond James Financial Services Advisors, Inc. 31310.00%0.04%0.08%Q4 2016Q2 202431
RAYMOND JAMES & ASSOCIATES 30300.00%0.00%0.01%Q1 2017Q2 202430
LPL Financial LLC 30300.00%0.01%0.02%Q1 2017Q2 202430
JANE STREET GROUP, LLC 1410.00%0.00%0.01%Q3 2016Q2 202428
ROYAL BANK OF CANADA 28280.00%0.00%0.00%Q3 2017Q2 202428
BENJAMIN F. EDWARDS & COMPANY, INC. 27270.00%0.05%0.21%Q4 2017Q2 202427
WELLS FARGO & COMPANY/MN 27270.00%0.00%0.00%Q4 2017Q2 202427
Stratos Wealth Partners, LTD. 27270.01%0.02%0.04%Q4 2017Q2 202427
Cambridge Investment Research Advisors, Inc. 26260.00%0.01%0.03%Q1 2018Q2 202426
IFP Advisors, Inc 1010.00%0.00%0.02%Q1 2016Q3 202326
MML INVESTORS SERVICES, LLC 2420.00%0.03%0.12%Q2 2017Q1 202426
STEPHENS INC /AR/ 26260.00%0.01%0.01%Q3 2017Q4 202326
MORGAN STANLEY 25250.00%0.00%0.00%Q2 2018Q2 202425
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 24240.00%0.01%0.03%Q3 2018Q2 202424
Concentrum Wealth Management 23230.21%0.49%0.75%Q4 2018Q2 202423
PNC FINANCIAL SERVICES GROUP, INC. 2210.00%0.00%0.00%Q3 2017Q4 202323
COMMONWEALTH EQUITY SERVICES, LLC 22220.00%0.00%0.00%Q1 2018Q2 202322
Prospera Financial Services Inc 1110.01%0.13%0.57%Q4 2017Q4 202322
UBS Group AG 610.00%0.00%0.00%Q1 2016Q2 202422
CWM, LLC 1110.00%0.03%0.06%Q3 2018Q2 202422
Steward Partners Investment Advisory, LLC 1920.00%0.00%0.00%Q2 2018Q4 202321
WINTRUST INVESTMENTS LLC 1470.03%0.07%0.13%Q1 2018Q2 202321
STIFEL FINANCIAL CORP 1610.00%0.00%0.01%Q1 2018Q2 202421
American Financial Advisors, LLC 1380.05%1.36%3.03%Q1 2019Q2 202421
ENVESTNET ASSET MANAGEMENT INC 1920.00%0.00%0.00%Q4 2018Q1 202421
SkyOak Wealth, LLC 19190.09%0.16%0.22%Q4 2019Q2 202419
HARBOR INVESTMENT ADVISORY, LLC 19190.00%0.01%0.01%Q4 2019Q2 202419
FIFTH THIRD BANCORP 1330.00%0.00%0.00%Q4 2017Q4 202219
Tower Research Capital LLC (TRC) 510.00%0.00%0.01%Q4 2015Q2 202419
Geneos Wealth Management Inc. 19190.00%0.01%0.04%Q2 2017Q4 202119
Citadel Advisors 1510.00%0.00%0.01%Q1 2017Q2 202419
Gladstone Institutional Advisory LLC 18180.01%1.29%4.07%Q4 2018Q1 202318
OSAIC HOLDINGS, INC. 18180.00%0.01%0.02%Q1 2020Q2 202418
SUSQUEHANNA INTERNATIONAL GROUP, LLP 410.00%0.00%0.00%Q1 2017Q2 202416
BLAIR WILLIAM & CO/IL 16160.00%0.00%0.00%Q3 2020Q2 202416
Foundations Investment Advisors, LLC 1010.01%0.05%0.14%Q1 2019Q1 202315
Acorn Wealth Advisors, LLC 810.14%0.31%0.70%Q1 2018Q1 202215
JPMORGAN CHASE & CO 1230.00%0.00%0.00%Q4 2016Q2 202415
Baird Financial Group, Inc. 1130.00%0.00%0.01%Q1 2018Q4 202114
Csenge Advisory Group 14140.01%0.52%1.07%Q3 2020Q4 202314
TRUIST FINANCIAL CORP 1310.00%0.00%0.01%Q4 2019Q4 202314
Good Life Advisors, LLC 810.03%0.06%0.07%Q1 2018Q3 202113
NEXT Financial Group, Inc 1110.00%0.07%0.21%Q4 2018Q4 202113
Pensionmark Financial Group, LLC 1210.05%0.09%0.12%Q2 2019Q3 202213
GOLDMAN SACHS GROUP INC 710.00%0.00%0.00%Q4 2015Q3 202213
Snowden Capital Advisors LLC 1210.01%0.13%0.33%Q1 2017Q4 202113
LADENBURG THALMANN FINANCIAL SERVICES INC. 13130.00%0.01%0.01%Q4 2016Q4 201913
HARBOUR INVESTMENTS, INC. 940.00%0.00%0.00%Q1 2021Q2 202413
Advisory Services Network, LLC 610.00%0.02%0.04%Q1 2019Q3 202212
American Portfolios Advisors 620.00%0.00%0.00%Q4 2017Q2 202212
Front Row Advisors LLC 12120.01%0.05%0.08%Q3 2020Q2 202312
Kestra Advisory Services, LLC 750.00%0.01%0.03%Q3 2020Q2 202412
Cetera Advisor Networks LLC 1110.00%0.01%0.01%Q2 2020Q4 202312
Private Advisor Group, LLC 1010.00%0.00%0.00%Q4 2019Q3 202211
Advisor Group, Inc. 11110.00%0.01%0.02%Q2 2017Q4 201911
PURSUE WEALTH PARTNERS LLC 11110.13%0.16%0.20%Q4 2021Q2 202411
Private Advisory Group LLC 810.17%0.28%0.43%Q3 2017Q1 202411
CAPTRUST FINANCIAL ADVISORS 920.00%0.00%0.00%Q2 2019Q2 202211
COTTONWOOD CAPITAL ADVISORS, LLC 11110.24%0.35%0.42%Q4 2021Q2 202411
Wealth Enhancement & Preservation of GA, LLC 11110.25%0.53%2.09%Q1 2020Q3 202211
First Allied Advisory Services, Inc. 11110.01%0.01%0.02%Q3 2017Q1 202011
Verition Fund Management LLC 710.00%0.05%0.17%Q3 2018Q2 202211
US BANCORP \DE\ 910.00%0.00%0.00%Q3 2020Q2 202410
MTM Investment Management, LLC 10100.04%0.05%0.06%Q4 2020Q1 202310
Tyler-Stone Wealth Management 550.03%0.13%0.30%Q4 2021Q2 202410
SSI INVESTMENT MANAGEMENT LLC 990.02%0.03%0.05%Q1 2019Q1 20219
Atria Investments, Inc 990.02%0.04%0.08%Q1 2020Q1 20229
Arkadios Wealth Advisors 880.02%0.06%0.09%Q4 2019Q3 20218
MONTAG A & ASSOCIATES INC 880.00%0.00%0.00%Q1 2021Q4 20228
GUGGENHEIM CAPITAL LLC 880.01%0.01%0.01%Q2 2022Q1 20248
UNITED CAPITAL FINANCIAL ADVISORS, LLC 880.00%0.00%0.00%Q3 2019Q2 20218
Sigma Planning Corp 710.01%0.01%0.02%Q3 2018Q4 20218
Destiny Wealth Partners, LLC 620.01%0.02%0.02%Q4 2020Q4 20228
WFG Advisors, LP 770.00%0.00%0.00%Q4 2015Q2 20177
Equitable Holdings, Inc. 520.00%0.01%0.01%Q2 2021Q4 20237
Continuum Advisory, LLC 520.02%0.89%1.66%Q4 2021Q2 20247
Trek Financial, LLC 430.02%0.03%0.04%Q2 2020Q3 20227
Elequin Capital, LP 310.01%0.30%1.19%Q2 2022Q2 20246
DB Wealth Management Group, LLC 660.06%0.12%0.16%Q4 2020Q1 20226
Quad-Cities Investment Group, LLC 660.02%0.02%0.02%Q2 2018Q3 20196
BB&T SECURITIES, LLC 330.00%0.00%0.01%Q1 2018Q3 20196
D.A. DAVIDSON & CO. 510.00%0.01%0.01%Q3 2022Q2 20246
Synergy Asset Management, LLC 660.07%1.78%3.92%Q4 2020Q1 20226
Strategic Blueprint, LLC 660.04%0.05%0.06%Q1 2021Q2 20226
Winfield Associates, Inc. 420.11%0.12%0.14%Q2 2018Q4 20196
OneDigital Investment Advisors LLC 330.01%0.01%0.02%Q1 2018Q4 20216
FIRST HAWAIIAN BANK 510.01%0.07%0.08%Q1 2021Q1 20246
Janney Montgomery Scott LLC 510.00%0.00%0.01%Q1 2018Q4 20216
Belpointe Asset Management LLC 320.00%0.02%0.03%Q4 2021Q1 20235
Sowell Financial Services LLC 550.00%0.01%0.01%Q3 2019Q3 20205
Cetera Advisors LLC 310.01%0.01%0.02%Q1 2017Q1 20195
HL FINANCIAL SERVICES LLC 550.01%0.03%0.03%Q1 2018Q1 20195
StoneX Group Inc. 310.16%0.27%0.36%Q1 2018Q2 20225
OPPENHEIMER & CO INC 550.00%0.01%0.01%Q3 2020Q3 20215
IFC Holdings Incorporated/FL 550.13%0.17%0.20%Q4 2016Q4 20175
TD PRIVATE CLIENT WEALTH LLC 320.01%0.05%0.17%Q4 2021Q1 20235
ProVise Management Group, LLC 550.02%0.02%0.03%Q4 2020Q4 20215
MONEY CONCEPTS CAPITAL CORP 210.00%0.02%0.08%Q4 2020Q4 20225
EVERETT HARRIS & CO /CA/ 440.00%0.00%0.00%Q4 2020Q3 20214
COLUMBIA ADVISORY PARTNERS LLC 440.20%0.25%0.28%Q1 2022Q4 20224
CABANA LLC 440.19%0.28%0.36%Q1 2019Q4 20194
Avestar Capital, LLC 440.04%0.04%0.05%Q2 2021Q1 20224
Family Capital Management, Inc. 440.32%0.44%0.48%Q4 2022Q3 20234
Virtu KCG Holdings LLC 310.01%0.02%0.04%Q4 2015Q2 20174
Rockefeller Capital Management L.P. 220.00%0.01%0.01%Q2 2020Q4 20224
WIN ADVISORS, INC 440.00%1.34%4.69%Q4 2021Q3 20224
NBC SECURITIES, INC. 440.00%0.00%0.00%Q3 2023Q2 20244
Spire Wealth Management 440.01%0.02%0.02%Q2 2021Q1 20224
CIBC WORLD MARKET INC. 440.00%0.00%0.01%Q1 2018Q4 20184
Clarus Wealth Advisors 440.02%0.02%0.04%Q2 2018Q1 20194
Patriot Financial Group Insurance Agency, LLC 440.08%0.09%0.10%Q2 2017Q1 20184
BKS ADVISORS, LLC 440.08%0.12%0.18%Q2 2018Q1 20194
FLOW TRADERS U.S. LLC 210.02%0.05%0.14%Q3 2019Q2 20224
MGO ONE SEVEN LLC 210.01%0.02%0.02%Q4 2017Q4 20183
Coppell Advisory Solutions LLC 110.06%0.74%1.88%Q4 2020Q2 20243
Castle Rock Wealth Management, LLC 330.33%0.51%0.88%Q1 2021Q3 20213
Transamerica Financial Advisors, Inc. 210.02%0.63%1.46%Q2 2018Q2 20193
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 210.01%0.02%0.05%Q2 2022Q2 20243
FMR LLC 110.00%0.00%0.00%Q3 2021Q4 20233
RiverTree Advisors, LLC 331.06%1.11%1.17%Q4 2020Q2 20213
BB&T INVESTMENT SERVICES, INC. 330.00%0.00%0.00%Q2 2017Q4 20173
Koshinski Asset Management, Inc. 330.00%0.01%0.01%Q3 2021Q1 20223
ASSETMARK, INC 210.00%0.00%0.00%Q4 2020Q2 20243
Tidemark, LLC 330.35%0.42%0.46%Q4 2023Q2 20243
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
MERCER GLOBAL ADVISORS INC /ADV 110.00%0.01%0.01%Q2 2019Q4 20233
Simplicity Solutions, LLC 220.01%0.06%0.11%Q3 2019Q4 20192
Bluefin Trading, LLC 220.06%0.08%0.10%Q1 2018Q2 20182
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 220.01%0.06%0.10%Q4 2021Q1 20222
OLD MISSION CAPITAL LLC 110.07%0.08%0.08%Q3 2020Q1 20212
FLAGSTAR ADVISORS INC 110.02%0.02%0.02%Q3 2021Q3 20222
Royal Fund Management, LLC 220.07%0.11%0.16%Q1 2018Q2 20182
NewEdge Advisors, LLC 110.00%0.01%0.02%Q1 2019Q4 20222
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 110.00%0.00%0.00%Q3 2020Q3 20222
BANK OF MONTREAL /CAN/ 110.00%0.00%0.00%Q1 2020Q2 20232
Virtu Financial LLC 220.14%0.16%0.18%Q3 2017Q4 20172
Insight Advisors, LLC/ PA 220.06%0.06%0.06%Q2 2021Q3 20212
MANUFACTURERS LIFE INSURANCE COMPANY, THE 220.00%0.00%0.00%Q1 2018Q2 20182
LWM Advisory Services, LLC 110.02%0.68%1.35%Q4 2021Q3 20232
Sunbelt Securities, Inc. 220.03%0.03%0.03%Q3 2019Q4 20192
Cape Investment Advisory, Inc. 220.00%0.00%0.00%Q4 2023Q1 20242
HighTower Advisors, LLC 220.00%0.00%0.00%Q4 2020Q1 20212
AMERIPRISE FINANCIAL INC 110.00%0.00%0.00%Q4 2018Q4 20202
Plante Moran Financial Advisors, LLC 110.00%0.00%0.00%Q2 2019Q3 20202
MARINER INDEPENDENT ADVISOR NETWORK, LLC 220.02%0.02%0.02%Q2 2022Q3 20222
AE Wealth Management LLC 220.01%0.05%0.08%Q3 2019Q4 20192
Stonebridge Capital Advisors LLC 220.00%0.01%0.01%Q1 2021Q2 20212
Coppell Advisory Solutions Corp. 110.78%0.78%0.78%Q1 2024Q1 20241
Atria Wealth Solutions, Inc. 110.01%0.01%0.01%Q1 2022Q1 20221
NORTHERN TRUST CORP 110.00%0.00%0.00%Q3 2019Q3 20191
PRIVATE TRUST CO NA 110.01%0.01%0.01%Q2 2024Q2 20241
Asset Dedication, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Independent Advisor Alliance 110.09%0.09%0.09%Q4 2019Q4 20191
Jaffetilchin Investment Partners, LLC 110.08%0.08%0.08%Q3 2017Q3 20171
Allworth Financial LP 110.00%0.00%0.00%Q2 2024Q2 20241
Stratos Wealth Advisors, LLC 110.07%0.07%0.07%Q3 2021Q3 20211
Principle Wealth Partners LLC 110.03%0.03%0.03%Q3 2021Q3 20211
GeoWealth Management, LLC 110.14%0.14%0.14%Q4 2022Q4 20221
NOMURA ASSET MANAGEMENT CO LTD 110.00%0.00%0.00%Q3 2022Q3 20221
Cornerstone Planning Group LLC 110.57%0.57%0.57%Q4 2022Q4 20221
SILVER OAK SECURITIES, INCORPORATED 110.46%0.46%0.46%Q1 2022Q1 20221
Ruggie Capital Group 110.02%0.02%0.02%Q1 2019Q1 20191
Financial Gravity Asset Management, Inc. 110.11%0.11%0.11%Q2 2018Q2 20181
Orion Portfolio Solutions, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Mariner, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Redhawk Wealth Advisors, Inc. 110.35%0.35%0.35%Q4 2020Q4 20201
Beacon Pointe Advisors, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
1 NORTH WEALTH SERVICES LLC 110.02%0.02%0.02%Q4 2018Q4 20181
Capital Asset Advisory Services LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Lindbrook Capital, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Golden State Wealth Management, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
SeaCrest Wealth Management, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
CreativeOne Wealth, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Global Trust Asset Management, LLC 110.11%0.11%0.11%Q3 2018Q3 20181
Anfield Capital Management, LLC 110.04%0.04%0.04%Q2 2021Q2 20211
Cetera Investment Advisers 110.00%0.00%0.00%Q1 2024Q1 20241
Freedom Investment Management, Inc. 110.12%0.12%0.12%Q2 2018Q2 20181
VERUS CAPITAL PARTNERS, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Retireful, LLC 111.29%1.29%1.29%Q4 2023Q4 20231
IHT Wealth Management, LLC 110.37%0.37%0.37%Q1 2018Q1 20181
Ausdal Financial Partners, Inc. 110.05%0.05%0.05%Q2 2021Q2 20211
VitalStone Financial, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Oxler Private Wealth LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Caitlin John, LLC 110.00%0.00%0.00%Q4 2023Q4 20231
CX Institutional 110.04%0.04%0.04%Q3 2021Q3 20211
Trilogy Capital Inc. 110.56%0.56%0.56%Q1 2021Q1 20211
Concurrent Investment Advisors, LLC 110.18%0.18%0.18%Q2 2024Q2 20241
Park Place Capital Corp 110.00%0.00%0.00%Q4 2023Q4 20231
Dorsey & Whitney Trust CO LLC 110.03%0.03%0.03%Q4 2019Q4 20191
Rehmann Capital Advisory Group 110.04%0.04%0.04%Q4 2021Q4 20211
PARK AVENUE SECURITIES LLC 110.00%0.00%0.00%Q4 2022Q4 20221
COMERICA SECURITIES,INC. 110.00%0.00%0.00%Q4 2022Q4 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.