Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Cetera Investment Advisers | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
OSAIC HOLDINGS, INC. | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Cambridge Investment Research Advisors, Inc. | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
COMMONWEALTH EQUITY SERVICES, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
ENVESTNET ASSET MANAGEMENT INC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Kestra Advisory Services, LLC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Cetera Advisor Networks LLC | 11 | 11 | 0.00% | 0.03% | 0.15% | Q1 2021 | Q3 2023 | 11 |
CENTAURUS FINANCIAL, INC. | 11 | 11 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 11 |
IFP Advisors, Inc | 11 | 11 | 0.21% | 0.32% | 0.51% | Q1 2021 | Q3 2023 | 11 |
Main Street Financial Solutions, LLC | 10 | 10 | 0.03% | 0.10% | 0.14% | Q2 2021 | Q3 2023 | 10 |
Capital Asset Advisory Services LLC | 6 | 4 | 0.01% | 0.06% | 0.16% | Q1 2021 | Q3 2023 | 10 |
AE Wealth Management LLC | 10 | 10 | 0.00% | 0.04% | 0.10% | Q2 2021 | Q3 2023 | 10 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
1ST SOURCE BANK | 6 | 4 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.04% | 0.09% | Q1 2021 | Q3 2023 | 10 |
UBS Group AG | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 9 |
Strategic Blueprint, LLC | 8 | 1 | 0.02% | 0.13% | 0.24% | Q2 2021 | Q3 2023 | 9 |
Integrity Financial Corp /WA | 8 | 8 | 0.14% | 0.28% | 0.38% | Q4 2021 | Q3 2023 | 8 |
AdvisorNet Financial, Inc | 8 | 8 | 0.02% | 0.04% | 0.08% | Q1 2021 | Q4 2022 | 8 |
Rockefeller Capital Management L.P. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Keystone Wealth Services, LLC | 8 | 8 | 0.14% | 0.45% | 0.70% | Q4 2021 | Q3 2023 | 8 |
B. Riley Wealth Advisors, Inc. | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 7 | 7 | 0.13% | 0.29% | 0.38% | Q1 2022 | Q3 2023 | 7 |
American Portfolios Advisors | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q3 2022 | 7 |
OLD MISSION CAPITAL LLC | 7 | 7 | 0.01% | 0.04% | 0.12% | Q1 2021 | Q3 2022 | 7 |
Comprehensive Financial Consultants Institutional, Inc. | 7 | 7 | 0.25% | 0.30% | 0.36% | Q4 2021 | Q2 2023 | 7 |
Santori & Peters, Inc. | 7 | 7 | 0.23% | 0.25% | 0.28% | Q1 2022 | Q3 2023 | 7 |
MTM Investment Management, LLC | 7 | 7 | 0.06% | 0.07% | 0.08% | Q1 2022 | Q3 2023 | 7 |
Mutual Advisors, LLC | 6 | 6 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q2 2023 | 6 |
Citadel Advisors | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 6 |
Cetera Advisors LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
TRUIST FINANCIAL CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
WOLVERINE TRADING, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 6 |
Brookstone Capital Management | 6 | 6 | 0.01% | 0.25% | 0.51% | Q2 2022 | Q3 2023 | 6 |
Strategic Asset Management, LLC | 5 | 5 | 0.08% | 0.13% | 0.26% | Q3 2021 | Q3 2022 | 5 |
Advisory Services Network, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Apollon Wealth Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q2 2023 | 4 |
BEACON FINANCIAL GROUP | 4 | 4 | 0.63% | 0.74% | 0.83% | Q4 2022 | Q3 2023 | 4 |
Wealthcare Advisory Partners LLC | 4 | 4 | 0.06% | 0.07% | 0.07% | Q3 2022 | Q2 2023 | 4 |
ROYAL BANK OF CANADA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 4 |
Sage Capital Advisors,llc | 3 | 1 | 0.23% | 0.25% | 0.28% | Q3 2022 | Q3 2023 | 4 |
CreativeOne Wealth, LLC | 3 | 1 | 0.06% | 0.10% | 0.19% | Q3 2022 | Q3 2023 | 4 |
EPG Wealth Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
F3Logic, LLC | 4 | 4 | 0.54% | 0.72% | 0.89% | Q1 2022 | Q4 2022 | 4 |
CWM, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Clear Creek Financial Management, LLC | 3 | 3 | 0.05% | 0.26% | 0.37% | Q1 2023 | Q3 2023 | 3 |
Spire Wealth Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Steward Partners Investment Advisory, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
AVANTAX ADVISORY SERVICES, INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
SOA Wealth Advisors, LLC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
AlphaMark Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Larson Financial Group LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
JPMORGAN CHASE & CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Raymond James Financial Services Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 3 | 3 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Camelot Portfolios, LLC | 3 | 3 | 0.40% | 0.46% | 0.56% | Q1 2023 | Q3 2023 | 3 |
Gallagher Fiduciary Advisors, LLC | 3 | 3 | 0.10% | 0.11% | 0.11% | Q1 2023 | Q3 2023 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Kingsview Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q4 2022 | 3 |
Janney Montgomery Scott LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 3 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Capital Investment Advisory Services, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
MML INVESTORS SERVICES, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
KFG WEALTH MANAGEMENT, LLC | 2 | 2 | 0.25% | 0.30% | 0.35% | Q4 2022 | Q1 2023 | 2 |
Cypress Wealth Services, LLC | 2 | 2 | 0.08% | 0.09% | 0.11% | Q1 2021 | Q2 2021 | 2 |
Lloyd Advisory Services, LLC. | 2 | 2 | 0.74% | 0.76% | 0.77% | Q3 2022 | Q4 2022 | 2 |
JANE STREET GROUP, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Grant Street Asset Management, Inc. | 2 | 2 | 0.11% | 0.11% | 0.12% | Q3 2021 | Q4 2021 | 2 |
NewEdge Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Pinnacle Private Wealth, LLC | 2 | 2 | 0.16% | 0.17% | 0.18% | Q1 2022 | Q2 2022 | 2 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
B.O.S.S. Retirement Advisors, LLC | 2 | 2 | 0.15% | 0.15% | 0.16% | Q4 2022 | Q1 2023 | 2 |
Triumph Capital Management | 1 | 1 | 0.19% | 0.51% | 0.82% | Q2 2021 | Q4 2022 | 2 |
LPL Financial LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
GOLDMAN SACHS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 2 |
Truadvice, LLC | 2 | 2 | 0.24% | 0.28% | 0.33% | Q1 2021 | Q2 2021 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.00% | 0.12% | 0.25% | Q1 2023 | Q3 2023 | 2 |
Richard W. Paul & Associates, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Ameritas Investment Company, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Patriot Financial Group Insurance Agency, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Cascadia Advisory Services, LLC | 1 | 1 | 0.62% | 0.62% | 0.62% | Q3 2021 | Q3 2021 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
AXXCESS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Gallagher Benefit Services, Inc. | 1 | 1 | 0.89% | 0.89% | 0.89% | Q4 2022 | Q4 2022 | 1 |
3D/L Capital Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2021 | Q1 2021 | 1 |
Avior Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
FARMERS & MERCHANTS INVESTMENTS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
GeoWealth Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
Atria Investments, Inc | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q3 2021 | 1 |
ACG Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Koesten, Hirschmann & Crabtree, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
TriaGen Wealth Management LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2021 | Q3 2021 | 1 |
Rehmann Capital Advisory Group | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
GTS SECURITIES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Great Lakes Retirement, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2023 | Q1 2023 | 1 |
First Heartland Consultants, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Schubert & Co | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
Cornerstone Planning Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Integrated Wealth Concepts LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
StoneX Group Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
WINTRUST INVESTMENTS LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2021 | Q1 2021 | 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.