Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
CWM, LLC | 10 | 8 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 18 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 13 | 13 | 0.00% | 0.04% | 0.10% | Q3 2020 | Q3 2023 | 13 |
OSAIC HOLDINGS, INC. | 13 | 13 | 0.00% | 0.00% | 0.02% | Q3 2020 | Q3 2023 | 13 |
ENVESTNET ASSET MANAGEMENT INC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
McKinley Carter Wealth Services, Inc. | 12 | 12 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 12 |
IFP Advisors, Inc | 8 | 4 | 0.00% | 0.02% | 0.15% | Q3 2020 | Q3 2023 | 12 |
Cambridge Investment Research Advisors, Inc. | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
DHJJ Financial Advisors, Ltd. | 12 | 12 | 0.11% | 0.14% | 0.16% | Q4 2020 | Q3 2023 | 12 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.03% | 0.07% | Q1 2021 | Q3 2023 | 10 |
AdvisorNet Financial, Inc | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Mutual Advisors, LLC | 9 | 9 | 0.01% | 0.04% | 0.06% | Q3 2021 | Q3 2023 | 9 |
COMMONWEALTH EQUITY SERVICES, LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Integrity Financial Corp /WA | 8 | 8 | 0.01% | 0.27% | 0.61% | Q4 2021 | Q3 2023 | 8 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2023 | 8 |
Sunbelt Securities, Inc. | 8 | 8 | 0.05% | 0.06% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Citadel Advisors | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 8 |
ARBOR CAPITAL MANAGEMENT INC /ADV | 8 | 8 | 0.25% | 0.29% | 0.32% | Q4 2021 | Q3 2023 | 8 |
AE Wealth Management LLC | 5 | 3 | 0.00% | 0.02% | 0.08% | Q3 2021 | Q3 2023 | 8 |
AlphaMark Advisors, LLC | 7 | 1 | 0.00% | 0.01% | 0.09% | Q1 2021 | Q1 2023 | 8 |
BEACON FINANCIAL GROUP | 8 | 8 | 0.07% | 1.02% | 1.94% | Q4 2021 | Q3 2023 | 8 |
Castleview Partners, LLC | 8 | 8 | 0.01% | 0.09% | 0.45% | Q4 2021 | Q3 2023 | 8 |
Sigma Planning Corp | 7 | 7 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2023 | 7 |
UBS Group AG | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 7 |
Ameritas Advisory Services, LLC | 6 | 1 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 7 |
LVZ, Inc. | 7 | 7 | 0.07% | 0.07% | 0.08% | Q4 2021 | Q2 2023 | 7 |
Cetera Investment Advisers | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Cetera Advisors LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 7 |
Comprehensive Financial Consultants Institutional, Inc. | 6 | 6 | 0.50% | 0.55% | 0.60% | Q4 2021 | Q1 2023 | 6 |
Jaffetilchin Investment Partners, LLC | 6 | 6 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Delta Investment Management, LLC | 6 | 6 | 0.14% | 0.74% | 2.12% | Q3 2021 | Q4 2022 | 6 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 5 | 1 | 0.04% | 0.21% | 0.39% | Q4 2021 | Q3 2023 | 6 |
WOLVERINE TRADING, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 6 |
Meridian Wealth Management, LLC | 6 | 6 | 0.02% | 0.03% | 0.05% | Q2 2022 | Q3 2023 | 6 |
Summit Financial Wealth Advisors, LLC | 3 | 2 | 0.10% | 4.25% | 10.90% | Q3 2020 | Q1 2023 | 5 |
Apollon Wealth Management, LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Financial Guidance Group, Inc. | 5 | 5 | 0.23% | 0.24% | 0.25% | Q3 2022 | Q3 2023 | 5 |
Kestra Advisory Services, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
RAYMOND JAMES & ASSOCIATES | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Rockefeller Capital Management L.P. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
HighTower Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
MML INVESTORS SERVICES, LLC | 5 | 5 | 0.00% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Cetera Advisor Networks LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 5 |
Private Advisory Group LLC | 5 | 5 | 0.64% | 0.91% | 1.49% | Q3 2022 | Q3 2023 | 5 |
Prospera Financial Services Inc | 5 | 5 | 0.03% | 0.04% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Sloy Dahl & Holst, LLC | 5 | 5 | 0.08% | 0.10% | 0.15% | Q3 2022 | Q3 2023 | 5 |
OLD MISSION CAPITAL LLC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q2 2023 | 5 |
TRUIST FINANCIAL CORP | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Prosperity Consulting Group, LLC | 5 | 5 | 0.54% | 0.70% | 0.88% | Q3 2022 | Q3 2023 | 5 |
Raymond James Financial Services Advisors, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.01% | 0.04% | 0.09% | Q3 2021 | Q3 2022 | 5 |
American Portfolios Advisors | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2022 | 5 |
Hartford Financial Management Inc. | 4 | 4 | 0.79% | 0.80% | 0.81% | Q4 2022 | Q3 2023 | 4 |
Triumph Capital Management | 4 | 4 | 0.11% | 0.15% | 0.18% | Q4 2021 | Q3 2022 | 4 |
Tanglewood Legacy Advisors, LLC | 4 | 4 | 0.07% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Advance Capital Management, Inc. | 4 | 4 | 0.03% | 0.92% | 1.68% | Q4 2022 | Q3 2023 | 4 |
AVANTAX ADVISORY SERVICES, INC. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.05% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Truadvice, LLC | 4 | 4 | 0.16% | 0.35% | 0.48% | Q3 2020 | Q2 2021 | 4 |
Foundations Investment Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q2 2022 | 4 |
Ignite Planners, LLC | 4 | 4 | 0.38% | 0.99% | 1.35% | Q4 2022 | Q3 2023 | 4 |
Janney Montgomery Scott LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Atria Wealth Solutions, Inc. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q2 2023 | 4 |
NewEdge Advisors, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q2 2023 | 3 |
JANE STREET GROUP, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 3 |
Mariner, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
LINCOLN NATIONAL CORP | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q1 2023 | 3 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 3 | 3 | 0.14% | 0.25% | 0.34% | Q3 2021 | Q1 2022 | 3 |
EPG Wealth Management LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q3 2021 | Q1 2022 | 3 |
Stratos Wealth Partners, LTD. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
StoneX Group Inc. | 3 | 3 | 0.08% | 0.20% | 0.43% | Q1 2023 | Q3 2023 | 3 |
Onyx Bridge Wealth Group LLC | 2 | 1 | 0.18% | 0.33% | 0.64% | Q3 2022 | Q3 2023 | 3 |
SYNOVUS FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
CreativeOne Wealth, LLC | 1 | 1 | 0.04% | 0.06% | 0.08% | Q2 2022 | Q2 2023 | 2 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 2 |
Hayden Royal, LLC | 2 | 2 | 2.54% | 2.62% | 2.70% | Q1 2021 | Q2 2021 | 2 |
JPMORGAN CHASE & CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
WEALTHSOURCE PARTNERS, LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q4 2021 | Q1 2022 | 2 |
Hexagon Capital Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
WELLS FARGO & COMPANY/MN | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Capital Analysts, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
Clear Creek Financial Management, LLC | 2 | 2 | 0.19% | 0.20% | 0.21% | Q4 2022 | Q1 2023 | 2 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2 | 2 | 0.07% | 0.07% | 0.08% | Q2 2023 | Q3 2023 | 2 |
HBK Sorce Advisory LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Maltin Wealth Management, Inc. | 2 | 2 | 3.48% | 3.68% | 3.87% | Q3 2022 | Q4 2022 | 2 |
FinTrust Capital Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Larson Financial Group LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
GeoWealth Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q2 2022 | 1 |
ROYAL BANK OF CANADA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
TOWNSQUARE CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Snowden Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
MinichMacGregor Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
LPL Financial LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Naviter Wealth, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
Sage Capital Advisors,llc | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2022 | Q2 2022 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | 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.