FIRST TR EXCHANGE-TRADED FD shareholder history

Current and past FIRST TR EXCHANGE-TRADED FD shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 11110.00%0.00%0.00%Q1 2021Q3 202311
Capital Investment Advisory Services, LLC 11110.00%0.03%0.15%Q1 2021Q3 202311
BENJAMIN F. EDWARDS & COMPANY, INC. 11110.00%0.01%0.02%Q1 2021Q3 202311
RAYMOND JAMES & ASSOCIATES 11110.00%0.01%0.03%Q1 2021Q3 202311
Raymond James Financial Services Advisors, Inc. 11110.00%0.02%0.05%Q1 2021Q3 202311
LPL Financial LLC 11110.02%0.04%0.07%Q1 2021Q3 202311
OSAIC HOLDINGS, INC. 11110.00%0.02%0.03%Q1 2021Q3 202311
ROYAL BANK OF CANADA 11110.00%0.00%0.01%Q1 2021Q3 202311
Stratos Wealth Advisors, LLC 11110.07%0.14%0.22%Q1 2021Q3 202311
Kestra Advisory Services, LLC 11110.06%0.08%0.12%Q1 2021Q3 202311
WELLS FARGO & COMPANY/MN 11110.00%0.01%0.03%Q1 2021Q3 202311
IFP Advisors, Inc 11110.04%0.09%0.13%Q1 2021Q3 202311
UBS Group AG 11110.00%0.00%0.02%Q1 2021Q3 202311
SeaCrest Wealth Management, LLC 11110.09%0.10%0.11%Q1 2021Q3 202311
Princeton Global Asset Management LLC 11110.00%0.01%0.01%Q1 2021Q3 202311
Solitude Financial Services 11115.27%5.76%6.52%Q1 2021Q3 202311
Cetera Advisors LLC 11110.05%0.08%0.22%Q1 2021Q3 202311
Alpha Omega Group, Inc. 10108.20%11.46%14.86%Q2 2021Q3 202310
Raab & Moskowitz Asset Management LLC 10100.12%0.44%0.78%Q2 2021Q3 202310
Jacobi Capital Management LLC 10100.05%0.10%0.14%Q2 2021Q3 202310
Cetera Advisor Networks LLC 10100.01%0.01%0.03%Q2 2021Q3 202310
Steward Partners Investment Advisory, LLC 10100.03%0.12%0.16%Q2 2021Q3 202310
Patriot Financial Group Insurance Agency, LLC 10100.17%0.27%0.35%Q2 2021Q3 202310
Avior Wealth Management, LLC 10100.00%0.00%0.01%Q2 2021Q3 202310
WEDBUSH SECURITIES INC 10100.01%0.03%0.05%Q2 2021Q3 202310
TUCKER ASSET MANAGEMENT LLC 10100.00%0.01%0.05%Q2 2021Q3 202310
Kingsview Wealth Management, LLC 640.11%0.14%0.17%Q1 2021Q3 202310
HighTower Advisors, LLC 10100.01%0.01%0.02%Q2 2021Q3 202310
Valtinson Bruner Financial Planning LLC 10100.83%0.92%0.97%Q2 2021Q3 202310
ENVESTNET ASSET MANAGEMENT INC 10100.00%0.01%0.02%Q2 2021Q3 202310
Stratos Wealth Partners, LTD. 10100.01%0.01%0.02%Q2 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.00%0.05%0.08%Q1 2021Q3 202310
AE Wealth Management LLC 10100.00%0.06%0.13%Q2 2021Q3 202310
COMMONWEALTH EQUITY SERVICES, LLC 10100.00%0.01%0.05%Q2 2021Q3 202310
Cambridge Investment Research Advisors, Inc. 10100.00%0.01%0.02%Q2 2021Q3 202310
BENJAMIN EDWARDS INC 10100.01%0.07%0.09%Q2 2021Q3 202310
BAKER TILLY WEALTH MANAGEMENT, LLC 10100.17%0.24%0.29%Q2 2021Q3 202310
GPS Wealth Strategies Group, LLC 630.00%0.00%0.00%Q2 2021Q3 20239
Centennial Wealth Advisory LLC 990.25%0.29%0.34%Q3 2021Q3 20239
Virtue Capital Management, LLC 990.04%0.06%0.08%Q3 2021Q3 20239
Cetera Investment Advisers 990.01%0.02%0.08%Q3 2021Q3 20239
Integrated Wealth Concepts LLC 990.02%0.06%0.17%Q3 2021Q3 20239
Sigma Planning Corp 990.01%0.02%0.03%Q3 2021Q3 20239
1776 Wealth LLC 990.14%0.39%0.52%Q3 2021Q3 20239
Cornerstone Wealth Management, LLC 630.22%0.26%0.29%Q2 2021Q3 20239
Altman Advisors, Inc. 997.21%8.17%9.78%Q1 2021Q1 20239
Janney Montgomery Scott LLC 990.00%0.01%0.02%Q3 2021Q3 20239
Comprehensive Financial Consultants Institutional, Inc. 880.31%0.35%0.40%Q4 2021Q3 20238
MML INVESTORS SERVICES, LLC 880.00%0.01%0.04%Q4 2021Q3 20238
Western Wealth Management, LLC 880.02%0.03%0.03%Q4 2021Q3 20238
Arkadios Wealth Advisors 880.19%0.81%1.29%Q4 2021Q3 20238
Total Clarity Wealth Management, Inc. 620.01%0.14%0.27%Q3 2021Q3 20238
PSI Advisors, LLC 880.01%0.06%0.25%Q4 2021Q3 20238
STIFEL FINANCIAL CORP 880.01%0.01%0.02%Q4 2021Q3 20238
Jaffetilchin Investment Partners, LLC 880.06%0.14%0.35%Q4 2021Q3 20238
Private Advisor Group, LLC 880.00%0.01%0.02%Q4 2021Q3 20238
TOTH FINANCIAL ADVISORY CORP 880.01%0.01%0.01%Q3 2021Q2 20238
Ameritas Advisory Services, LLC 880.03%0.05%0.09%Q4 2021Q3 20238
Snowden Capital Advisors LLC 880.01%0.05%0.12%Q4 2021Q3 20238
COLUMBIA ADVISORY PARTNERS LLC 880.24%0.28%0.34%Q4 2021Q3 20238
Clear Creek Financial Management, LLC 880.07%0.14%0.22%Q4 2021Q3 20238
Mutual Advisors, LLC 880.02%0.04%0.06%Q4 2021Q3 20238
MTM Investment Management, LLC 770.03%0.04%0.14%Q1 2022Q3 20237
Bensler, LLC 770.05%0.06%0.07%Q1 2022Q3 20237
Private Advisory Group LLC 770.70%0.95%1.43%Q1 2022Q3 20237
StoneX Group Inc. 430.10%0.38%0.59%Q1 2021Q3 20237
MORGAN STANLEY 770.00%0.00%0.01%Q1 2022Q3 20237
Collaborative Wealth Managment Inc. 610.14%0.28%0.47%Q1 2021Q3 20237
B. Riley Wealth Advisors, Inc. 520.01%0.03%0.17%Q4 2021Q3 20237
Harvest Investment Services, LLC 770.14%0.25%0.36%Q4 2021Q2 20237
Beacon Pointe Advisors, LLC 770.05%0.08%0.09%Q1 2022Q3 20237
Bryn Mawr Capital Management, LLC 770.02%0.11%0.24%Q1 2022Q3 20237
L.M. KOHN & COMPANY 770.09%0.11%0.16%Q1 2022Q3 20237
PFS Partners, LLC 773.10%3.84%4.50%Q1 2022Q3 20237
BKA Wealth Consulting, Inc. 774.31%9.31%11.88%Q1 2022Q3 20237
Raleigh Capital Management Inc. 770.01%0.02%0.02%Q1 2022Q3 20237
Atria Wealth Solutions, Inc. 770.02%0.03%0.06%Q1 2022Q3 20237
Venturi Wealth Management, LLC 430.00%0.05%0.13%Q1 2021Q3 20237
Hudock, Inc. 770.01%0.01%0.01%Q1 2021Q3 20227
Baker Avenue Asset Management, LP 660.12%0.23%0.31%Q2 2022Q3 20236
Cerity Partners LLC 330.00%0.01%0.03%Q4 2021Q2 20236
OLD MISSION CAPITAL LLC 410.01%0.07%0.11%Q1 2021Q3 20236
Orion Portfolio Solutions, LLC 660.01%0.02%0.03%Q2 2022Q3 20236
THOROUGHBRED FINANCIAL SERVICES, LLC 660.04%0.05%0.05%Q2 2022Q3 20236
American Portfolios Advisors 660.00%0.00%0.01%Q2 2021Q3 20226
Ignite Planners, LLC 660.08%0.15%0.19%Q4 2021Q1 20236
Aurora Private Wealth, Inc. 660.11%0.24%0.34%Q2 2022Q3 20236
New Millennium Group LLC 660.00%0.00%0.00%Q2 2022Q3 20236
BARRETT & COMPANY, INC. 550.45%0.46%0.46%Q3 2022Q3 20235
NewEdge Advisors, LLC 550.00%0.02%0.04%Q3 2022Q3 20235
Realta Investment Advisors 550.03%0.06%0.07%Q3 2022Q3 20235
PRIVATE TRUST CO NA 410.00%0.01%0.02%Q2 2022Q3 20235
Larson Financial Group LLC 550.01%0.01%0.01%Q3 2022Q3 20235
CAPTRUST FINANCIAL ADVISORS 550.00%0.00%0.01%Q3 2022Q3 20235
B. Riley Wealth Management, Inc. 550.00%0.02%0.03%Q2 2021Q2 20225
FMR LLC 310.00%0.00%0.00%Q3 2021Q2 20235
HighTower Trust Company, N.A. 320.05%0.05%0.05%Q4 2021Q1 20235
FSB PREMIER WEALTH MANAGEMENT, INC. 410.02%0.13%0.28%Q4 2021Q3 20235
TRUIST FINANCIAL CORP 310.00%0.01%0.03%Q2 2022Q3 20234
SageView Advisory Group, LLC 440.03%0.06%0.11%Q4 2022Q3 20234
WEALTH ADVISORS, INC. 440.11%0.12%0.13%Q4 2022Q3 20234
NEXT Financial Group, Inc 440.01%0.02%0.02%Q1 2021Q4 20214
BOS Asset Management, LLC 441.04%1.17%1.28%Q4 2022Q3 20234
Global Retirement Partners, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Brookstone Capital Management 440.35%0.36%0.37%Q4 2022Q3 20234
Creative Planning 440.00%0.00%0.00%Q2 2022Q1 20234
US BANCORP \DE\ 220.00%0.00%0.01%Q1 2021Q3 20234
Prosperity Financial Group, Inc. 441.27%1.76%3.07%Q4 2022Q3 20234
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Gateway Wealth Partners, LLC 440.04%0.06%0.09%Q4 2022Q3 20234
Visionary Wealth Advisors 440.04%0.04%0.04%Q1 2022Q4 20224
MONEY CONCEPTS CAPITAL CORP 440.01%0.01%0.02%Q1 2022Q4 20224
OPPENHEIMER & CO INC 440.01%0.02%0.04%Q4 2022Q3 20234
CARY STREET PARTNERS ASSET MANAGEMENT LLC 330.00%0.00%0.00%Q3 2022Q1 20233
Coppell Advisory Solutions LLC 210.02%0.03%0.04%Q4 2022Q3 20233
Wealth Enhancement & Preservation of GA, LLC 330.31%0.94%2.11%Q1 2022Q3 20223
Sunbelt Securities, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
Herold Advisors, Inc. 210.02%0.07%0.10%Q1 2022Q3 20233
ICA Group Wealth Management, LLC 330.00%0.00%0.00%Q4 2022Q2 20233
Koshinski Asset Management, Inc. 330.00%0.00%0.00%Q3 2021Q1 20223
Sowell Financial Services LLC 210.06%0.07%0.09%Q4 2022Q3 20233
LINCOLN NATIONAL CORP 330.01%0.01%0.02%Q1 2023Q3 20233
AVANTAX ADVISORY SERVICES, INC. 330.00%0.00%0.01%Q1 2023Q3 20233
Merit Financial Group, LLC 330.05%0.06%0.06%Q1 2023Q3 20233
Atlas Private Wealth Advisors 330.01%0.01%0.01%Q1 2021Q3 20213
ARCADIA INVESTMENT MANAGEMENT CORP/MI 330.01%0.01%0.01%Q4 2022Q2 20233
Prospera Financial Services Inc 210.00%0.01%0.01%Q1 2022Q3 20233
Strategic Financial Concepts, LLC 331.12%1.22%1.32%Q1 2023Q3 20233
Newport Wealth Strategies, Inc. 330.92%1.50%1.82%Q1 2021Q3 20213
WOLVERINE TRADING, LLC 330.00%0.00%0.00%Q2 2022Q4 20223
Brouwer & Janachowski, LLC 330.22%0.27%0.30%Q1 2021Q3 20213
Farther Finance Advisors, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Prime Capital Investment Advisors, LLC 210.01%0.01%0.01%Q4 2022Q3 20233
PURSUE WEALTH PARTNERS LLC 330.17%0.17%0.18%Q1 2023Q3 20233
Lloyd Advisory Services, LLC. 330.02%0.02%0.02%Q3 2021Q1 20223
Precision Wealth Strategies, LLC 330.79%2.28%3.25%Q1 2021Q3 20213
OneAscent Wealth Management LLC 330.19%0.29%0.37%Q1 2023Q3 20233
Advisor Resource Council 110.02%0.31%0.50%Q4 2021Q3 20233
Qube Research & Technologies Ltd 330.00%0.00%0.00%Q4 2022Q2 20233
Pine Valley Investments Ltd Liability Co 330.47%0.59%0.77%Q1 2023Q3 20233
tru Independence LLC 330.32%0.36%0.42%Q1 2023Q3 20233
Masso Torrence Wealth Management Inc. 330.24%0.25%0.25%Q4 2021Q2 20223
D.A. DAVIDSON & CO. 330.02%0.02%0.02%Q1 2023Q3 20233
ADIRONDACK TRUST CO 330.01%0.01%0.01%Q1 2023Q3 20233
Good Life Advisors, LLC 110.03%0.41%0.78%Q4 2022Q3 20232
Tidal Investments LLC 220.03%0.03%0.03%Q1 2022Q2 20222
TFB Advisors LLC 220.20%0.36%0.51%Q2 2023Q3 20232
Concorde Asset Management, LLC 111.19%1.72%2.25%Q3 2022Q3 20232
Cresset Asset Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
RAYMOND JAMES TRUST N.A. 220.01%0.02%0.03%Q2 2023Q3 20232
Aptus Capital Advisors, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Elevated Capital Advisors, LLC 220.77%1.12%1.46%Q2 2023Q3 20232
Tower Research Capital LLC (TRC) 220.00%0.00%0.00%Q2 2023Q3 20232
Avidian Wealth Solutions, LLC 220.02%0.03%0.05%Q2 2023Q3 20232
RFG Advisory, LLC 220.04%0.07%0.09%Q2 2023Q3 20232
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 220.28%0.33%0.38%Q3 2022Q4 20222
Quantitative Advantage, LLC 220.07%0.08%0.10%Q4 2022Q1 20232
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 110.00%0.00%0.00%Q3 2022Q2 20232
BANK OF MONTREAL /CAN/ 220.00%0.00%0.00%Q2 2023Q3 20232
TrueWealth Advisors, LLC 220.09%0.33%0.57%Q2 2023Q3 20232
STEPHENS INC /AR/ 220.01%0.02%0.03%Q2 2023Q3 20232
Wagner Wealth Management, LLC 220.63%1.05%1.47%Q2 2023Q3 20232
Cooper Financial Group 220.09%0.11%0.13%Q2 2022Q3 20222
Strategic Blueprint, LLC 110.02%0.03%0.03%Q2 2021Q3 20232
SILVER OAK SECURITIES, INCORPORATED 110.13%0.13%0.13%Q3 2022Q3 20232
True Capital Management 220.18%0.20%0.22%Q4 2022Q1 20232
Foundations Investment Advisors, LLC 220.02%0.03%0.04%Q2 2023Q3 20232
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Advisory Services Network, LLC 110.00%0.00%0.01%Q1 2023Q3 20232
SG Americas Securities, LLC 110.00%0.00%0.01%Q2 2021Q1 20222
OLIVER LAGORE VANVALIN INVESTMENT GROUP 220.01%0.01%0.02%Q2 2023Q3 20232
Prosperity Wealth Management, Inc. 220.18%0.25%0.31%Q4 2022Q1 20232
Allworth Financial LP 220.00%0.00%0.00%Q2 2023Q3 20232
GUARDIAN WEALTH ADVISORS, LLC / NC 220.00%0.00%0.00%Q2 2023Q3 20232
Avory & Company, LLC 220.17%0.19%0.21%Q1 2022Q2 20222
NBC SECURITIES, INC. 110.06%0.06%0.06%Q3 2023Q3 20231
Bullseye Investment Management, LLC 110.59%0.59%0.59%Q3 2023Q3 20231
Main Street Financial Solutions, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
EPG Wealth Management LLC 110.10%0.10%0.10%Q3 2023Q3 20231
Ameritas Investment Company, LLC 110.04%0.04%0.04%Q2 2021Q2 20211
Chronos Wealth Management, LLC 110.75%0.75%0.75%Q3 2023Q3 20231
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
U.S. Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Global Assets Advisory, LLC 110.34%0.34%0.34%Q3 2023Q3 20231
SYNOVUS FINANCIAL CORP 110.11%0.11%0.11%Q3 2023Q3 20231
Register Financial Advisors LLC 110.01%0.01%0.01%Q3 2023Q3 20231
WealthPLAN Partners, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
WestEnd Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Gradient Investments LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Apollon Wealth Management, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Bison Wealth, LLC 110.21%0.21%0.21%Q3 2023Q3 20231
Fortitude Advisory Group L.L.C. 110.01%0.01%0.01%Q4 2021Q4 20211
IFG Advisory, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 110.08%0.08%0.08%Q3 2023Q3 20231
Pallas Capital Advisors LLC 110.02%0.02%0.02%Q3 2023Q3 20231
JANE STREET GROUP, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Legacy Financial Group LLC 110.01%0.01%0.01%Q3 2023Q3 20231
RiverTree Advisors, LLC 114.88%4.88%4.88%Q3 2023Q3 20231
Doman Group, LLC 110.35%0.35%0.35%Q4 2021Q4 20211
Cape Investment Advisory, Inc. 110.03%0.03%0.03%Q3 2023Q3 20231
NewEdge Wealth, LLC 110.09%0.09%0.09%Q3 2023Q3 20231
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
NORTHERN TRUST CORP 110.00%0.00%0.00%Q3 2022Q3 20221
OneDigital Investment Advisors LLC 110.01%0.01%0.01%Q3 2023Q3 20231
GTS SECURITIES LLC 110.03%0.03%0.03%Q2 2023Q2 20231
DHJJ Financial Advisors, Ltd. 110.00%0.00%0.00%Q3 2023Q3 20231
KESTRA PRIVATE WEALTH SERVICES, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Envestnet Portfolio Solutions, Inc. 110.02%0.02%0.02%Q3 2023Q3 20231
Mariner, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Redhawk Wealth Advisors, Inc. 110.06%0.06%0.06%Q2 2023Q2 20231
SUSQUEHANNA INTERNATIONAL GROUP, LLP 110.00%0.00%0.00%Q3 2022Q3 20221
SlateStone Wealth, LLC 111.20%1.20%1.20%Q3 2023Q3 20231
M Holdings Securities, Inc. 110.02%0.02%0.02%Q1 2022Q1 20221
Schubert & Co 111.53%1.53%1.53%Q3 2023Q3 20231
Frontier Wealth Management LLC 110.05%0.05%0.05%Q2 2022Q2 20221
Stonebridge Financial Planning Group, LLC 110.32%0.32%0.32%Q3 2023Q3 20231
Sound Income Strategies, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
CreativeOne Wealth, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Tyler-Stone Wealth Management 110.04%0.04%0.04%Q3 2023Q3 20231
Rockefeller Capital Management L.P. 110.00%0.00%0.00%Q3 2023Q3 20231
VitalStone Financial, LLC 110.09%0.09%0.09%Q3 2023Q3 20231
NCM Capital Management, LLC 110.16%0.16%0.16%Q3 2023Q3 20231
GOLDMAN SACHS GROUP INC 110.00%0.00%0.00%Q3 2022Q3 20221
Annapolis Financial Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
FARMERS & MERCHANTS INVESTMENTS INC 110.00%0.00%0.00%Q2 2023Q2 20231
Kure Advisory, LLC 111.05%1.05%1.05%Q3 2023Q3 20231
PNC FINANCIAL SERVICES GROUP, INC. 110.00%0.00%0.00%Q1 2023Q1 20231
DAVENPORT & Co LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.54%0.54%0.54%Q3 2023Q3 20231
HBK Sorce Advisory LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Ergawealth Advisors, Inc. 111.99%1.99%1.99%Q3 2023Q3 20231
OneAscent Financial Services LLC 110.22%0.22%0.22%Q3 2022Q3 20221
IHT Wealth Management, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
MARINER INDEPENDENT ADVISOR NETWORK, LLC 110.02%0.02%0.02%Q1 2022Q1 20221
Moors & Cabot, Inc. 110.04%0.04%0.04%Q3 2023Q3 20231
Impact Partnership Wealth, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
BANK OF AMERICA CORP /DE/ 110.00%0.00%0.00%Q3 2022Q3 20221
Coppell Advisory Solutions Corp. 110.02%0.02%0.02%Q4 2022Q4 20221
IAMS WEALTH MANAGEMENT, LLC 110.15%0.15%0.15%Q2 2023Q2 20231
CWM, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Equitable Holdings, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
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.