Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
CWM, LLC | 10 | 8 | 0.00% | 0.00% | 0.02% | Q1 2019 | Q3 2023 | 18 |
Sloy Dahl & Holst, LLC | 11 | 11 | 0.12% | 0.22% | 0.38% | Q1 2021 | Q3 2023 | 11 |
Cambridge Investment Research Advisors, Inc. | 11 | 11 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 11 |
OSAIC HOLDINGS, INC. | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Kestra Advisory Services, LLC | 11 | 11 | 0.01% | 0.03% | 0.05% | Q1 2021 | Q3 2023 | 11 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Main Street Financial Solutions, LLC | 11 | 11 | 0.25% | 0.31% | 0.36% | Q1 2021 | Q3 2023 | 11 |
COMMONWEALTH EQUITY SERVICES, LLC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
MGO ONE SEVEN LLC | 10 | 10 | 0.01% | 0.03% | 0.05% | Q2 2021 | Q3 2023 | 10 |
AdvisorNet Financial, Inc | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Camelot Portfolios, LLC | 10 | 10 | 0.17% | 0.24% | 0.34% | Q2 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.14% | 0.46% | Q1 2021 | Q3 2023 | 10 |
DHJJ Financial Advisors, Ltd. | 10 | 10 | 0.10% | 0.12% | 0.15% | Q2 2021 | Q3 2023 | 10 |
Citadel Advisors | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 9 |
IFP Advisors, Inc | 7 | 2 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 9 |
UBS Group AG | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Fragasso Group Inc. | 8 | 8 | 0.04% | 0.05% | 0.08% | Q1 2022 | Q4 2023 | 8 |
Integrity Financial Corp /WA | 8 | 8 | 0.39% | 0.98% | 1.13% | Q4 2021 | Q3 2023 | 8 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
Summit Financial Wealth Advisors, LLC | 8 | 8 | 0.08% | 1.26% | 3.21% | Q2 2021 | Q1 2023 | 8 |
Strategic Blueprint, LLC | 8 | 8 | 0.02% | 0.05% | 0.08% | Q2 2021 | Q1 2023 | 8 |
MML INVESTORS SERVICES, LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Raymond James Financial Services Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 7 | 7 | 0.06% | 0.36% | 1.04% | Q1 2022 | Q3 2023 | 7 |
Keystone Wealth Services, LLC | 7 | 7 | 0.28% | 0.31% | 0.33% | Q1 2022 | Q3 2023 | 7 |
Beacon Pointe Advisors, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Cetera Advisor Networks LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Steward Partners Investment Advisory, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
LINCOLN NATIONAL CORP | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Rockefeller Capital Management L.P. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 7 | 7 | 0.26% | 0.28% | 0.33% | Q1 2022 | Q3 2023 | 7 |
RAYMOND JAMES & ASSOCIATES | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Paragon Private Wealth Management, LLC | 7 | 7 | 0.88% | 0.93% | 1.00% | Q1 2022 | Q3 2023 | 7 |
ENVESTNET ASSET MANAGEMENT INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
American Portfolios Advisors | 7 | 7 | 0.03% | 0.04% | 0.04% | Q1 2021 | Q3 2022 | 7 |
McKinley Carter Wealth Services, Inc. | 6 | 6 | 0.04% | 0.05% | 0.06% | Q2 2022 | Q3 2023 | 6 |
OneDigital Investment Advisors LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
OLD MISSION CAPITAL LLC | 4 | 2 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q4 2022 | 6 |
ROYAL BANK OF CANADA | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
AE Wealth Management LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Truadvice, LLC | 3 | 3 | 0.08% | 0.56% | 1.24% | Q1 2021 | Q3 2023 | 6 |
Cetera Advisors LLC | 6 | 6 | 0.01% | 0.04% | 0.10% | Q2 2022 | Q3 2023 | 6 |
Larson Financial Group LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.36% | 0.39% | 0.43% | Q3 2021 | Q3 2022 | 5 |
Cetera Investment Advisers | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q1 2023 | 5 |
Archer Investment Corp | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2023 | 5 |
Capital Analysts, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
ARBOR CAPITAL MANAGEMENT INC /ADV | 3 | 1 | 0.16% | 0.18% | 0.20% | Q1 2022 | Q3 2023 | 4 |
TRUIST FINANCIAL CORP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 4 |
Legacy Private Trust Co. | 4 | 4 | 0.02% | 0.06% | 0.16% | Q4 2022 | Q3 2023 | 4 |
NATIONAL BANK OF CANADA /FI/ | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
LPL Financial LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Semus Wealth Partners LLC | 3 | 3 | 0.32% | 0.33% | 0.35% | Q1 2023 | Q3 2023 | 3 |
Triumph Capital Management | 3 | 3 | 0.14% | 0.16% | 0.18% | Q4 2021 | Q2 2022 | 3 |
Newport Wealth Strategies, Inc. | 3 | 3 | 0.14% | 0.15% | 0.15% | Q1 2021 | Q3 2021 | 3 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 3 | 3 | 0.02% | 0.07% | 0.11% | Q1 2023 | Q3 2023 | 3 |
Ameritas Investment Partners, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
SOA Wealth Advisors, LLC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
NewEdge Advisors, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
RiverTree Advisors, LLC | 3 | 3 | 2.71% | 2.77% | 2.84% | Q1 2023 | Q3 2023 | 3 |
Pallas Capital Advisors LLC | 3 | 3 | 0.26% | 0.36% | 0.47% | Q1 2022 | Q3 2022 | 3 |
WEDBUSH SECURITIES INC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Pitti Group Wealth Management, LLC | 3 | 3 | 0.38% | 0.40% | 0.41% | Q2 2022 | Q4 2022 | 3 |
OPPENHEIMER & CO INC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Janney Montgomery Scott LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
WOLVERINE TRADING, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
B. Riley Wealth Advisors, Inc. | 3 | 3 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q1 2023 | 3 |
STEPHENS INC /AR/ | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2022 | Q3 2022 | 2 |
BANK OF AMERICA CORP /DE/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
NewEdge Wealth, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
Geneos Wealth Management Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Mariner, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Key Client Fiduciary Advisors, LLC | 2 | 2 | 0.16% | 0.17% | 0.17% | Q2 2023 | Q3 2023 | 2 |
1776 Wealth LLC | 2 | 2 | 0.54% | 0.54% | 0.54% | Q2 2023 | Q3 2023 | 2 |
AVANTAX ADVISORY SERVICES, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
CreativeOne Wealth, LLC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q4 2022 | Q1 2023 | 2 |
Legacy CG, LLC | 2 | 2 | 3.36% | 3.40% | 3.44% | Q1 2022 | Q2 2022 | 2 |
Spire Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Lion Street Advisors, LLC | 1 | 1 | 0.09% | 0.09% | 0.10% | Q1 2023 | Q3 2023 | 2 |
FLAGSTAR ADVISORS INC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q3 2023 | 2 |
B. Riley Wealth Management, Inc. | 2 | 2 | 0.00% | 0.05% | 0.10% | Q1 2022 | Q2 2022 | 2 |
Tradition Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Sage Capital Advisors,llc | 2 | 2 | 0.09% | 0.10% | 0.10% | Q4 2022 | Q1 2023 | 2 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
JPMORGAN CHASE & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2023 | Q1 2023 | 1 |
First Heartland Consultants, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
ROVIN CAPITAL /UT/ /ADV | 1 | 1 | 0.43% | 0.43% | 0.43% | Q1 2022 | Q1 2022 | 1 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
J.P. Morgan Private Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Avior Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
GTS SECURITIES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Mutual Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Asset Dedication, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
External links
This page lists all the filers that currently own FIRST TR EXCHNG TRADED FD VI or have owned FIRST TR EXCHNG TRADED FD VI in the past.