FIRST TR EXCHNG TRADED FD VI shareholder history

Current and past FIRST TR EXCHNG TRADED FD VI shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
CWM, LLC 1080.00%0.00%0.01%Q1 2019Q3 202318
AE Wealth Management LLC 15150.00%0.03%0.13%Q1 2020Q3 202315
Atria Investments, Inc 15150.02%0.06%0.34%Q1 2020Q3 202315
COMMONWEALTH EQUITY SERVICES, LLC 15150.01%0.05%0.15%Q1 2020Q3 202315
Cetera Advisors LLC 15150.02%0.12%0.29%Q1 2020Q3 202315
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 15150.02%0.06%0.11%Q1 2020Q3 202315
WEDBUSH SECURITIES INC 15150.03%0.09%0.28%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.01%0.03%0.11%Q1 2020Q3 202315
AVANTAX ADVISORY SERVICES, INC. 15150.03%0.06%0.16%Q1 2020Q3 202315
OneDigital Investment Advisors LLC 15150.02%0.07%0.28%Q1 2020Q3 202315
Cetera Advisor Networks LLC 15150.01%0.03%0.20%Q1 2020Q3 202315
Cambridge Investment Research Advisors, Inc. 15150.02%0.03%0.05%Q1 2020Q3 202315
Capital Asset Advisory Services LLC 15150.00%0.01%0.05%Q1 2020Q3 202315
Gradient Investments LLC 15150.00%0.13%1.84%Q1 2020Q3 202315
ENVESTNET ASSET MANAGEMENT INC 15150.00%0.00%0.00%Q1 2020Q3 202315
Janney Montgomery Scott LLC 15150.01%0.02%0.04%Q1 2020Q3 202315
MML INVESTORS SERVICES, LLC 1130.00%0.01%0.01%Q1 2020Q3 202314
Integrated Advisors Network LLC 14140.02%0.05%0.09%Q2 2020Q3 202314
SUSQUEHANNA INTERNATIONAL GROUP, LLP 14140.00%0.00%0.00%Q2 2020Q3 202314
Csenge Advisory Group 14140.06%0.12%0.22%Q2 2020Q3 202314
Columbus Macro, LLC 13130.17%0.31%0.38%Q3 2020Q3 202313
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 13130.02%0.05%0.10%Q1 2020Q1 202313
Walkner Condon Financial Advisors LLC 760.13%2.62%9.65%Q1 2020Q3 202313
MORGAN STANLEY 13130.00%0.00%0.00%Q3 2020Q3 202313
Cetera Investment Advisers 13130.02%0.05%0.08%Q3 2020Q3 202313
SYNOVUS FINANCIAL CORP 1010.00%0.01%0.02%Q1 2020Q3 202313
HighTower Advisors, LLC 13130.00%0.00%0.00%Q3 2020Q3 202313
Clear Creek Financial Management, LLC 1210.09%0.80%3.24%Q1 2020Q3 202313
Kestra Advisory Services, LLC 13130.01%0.01%0.02%Q3 2020Q3 202313
Sigma Planning Corp 13130.01%0.04%0.06%Q3 2020Q3 202313
Sovereign Financial Group, Inc. 12120.19%0.45%0.56%Q4 2020Q3 202312
Cambridge Advisors Inc. 12120.07%0.22%0.51%Q1 2020Q4 202212
First Heartland Consultants, Inc. 620.01%0.21%1.29%Q1 2020Q3 202312
Camelot Portfolios, LLC 12120.61%1.14%2.14%Q4 2020Q3 202312
OLD MISSION CAPITAL LLC 910.01%0.03%0.06%Q3 2020Q3 202311
DHJJ Financial Advisors, Ltd. 1010.09%0.18%0.22%Q4 2020Q3 202311
TRUSTCORE FINANCIAL SERVICES, LLC 11110.01%0.12%0.24%Q2 2020Q4 202211
1ST SOURCE BANK 11110.07%0.09%0.11%Q1 2021Q3 202311
WealthPLAN Partners, LLC 830.02%0.76%1.73%Q2 2020Q2 202311
American Portfolios Advisors 11112.16%2.85%3.91%Q1 2020Q3 202211
Integrated Wealth Concepts LLC 11110.04%0.06%0.07%Q1 2021Q3 202311
Oder Investment Management, LLC 650.50%0.64%0.77%Q4 2020Q3 202311
Regal Investment Advisors LLC 1010.02%0.03%0.03%Q4 2020Q3 202311
ASSET MANAGEMENT CORP /IL/ /ADV 650.21%1.04%1.90%Q2 2020Q1 202311
BECK CAPITAL MANAGEMENT, LLC 11110.19%0.27%0.53%Q1 2020Q3 202211
UBS Group AG 410.00%0.00%0.00%Q1 2020Q3 202310
HARBOUR INVESTMENTS, INC. 640.12%0.19%0.24%Q1 2021Q3 202310
IFP Advisors, Inc 640.00%0.01%0.04%Q1 2020Q4 202210
Spire Wealth Management 730.01%0.01%0.02%Q1 2021Q3 202310
Legacy Private Trust Co. 990.06%0.38%0.60%Q1 2020Q1 20229
Global Retirement Partners, LLC 720.00%0.06%0.28%Q2 2021Q3 20239
Foundations Investment Advisors, LLC 990.03%0.07%0.17%Q2 2020Q2 20229
Virtue Capital Management, LLC 990.07%0.15%0.19%Q3 2021Q3 20239
ROYAL BANK OF CANADA 720.00%0.00%0.00%Q2 2020Q3 20239
Ameritas Advisory Services, LLC 880.04%0.05%0.07%Q4 2021Q3 20238
Rockefeller Capital Management L.P. 880.00%0.00%0.00%Q1 2021Q4 20228
Integrity Financial Corp /WA 880.00%0.15%0.22%Q4 2021Q3 20238
Mariner, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
Strategic Blueprint, LLC 710.01%0.09%0.11%Q2 2021Q3 20238
ERn Financial, LLC 880.71%2.28%4.10%Q2 2020Q1 20228
Raymond James Financial Services Advisors, Inc. 880.00%0.00%0.00%Q1 2021Q4 20228
Keystone Wealth Services, LLC 880.29%0.29%0.31%Q4 2021Q3 20238
Apollon Wealth Management, LLC 880.01%0.04%0.06%Q4 2021Q3 20238
NewEdge Advisors, LLC 610.00%0.01%0.01%Q4 2021Q3 20237
WealthPlan Investment Management, LLC 610.02%0.08%0.22%Q1 2022Q4 20237
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 770.03%0.06%0.10%Q1 2020Q3 20217
Brookstone Capital Management 770.07%0.09%0.12%Q1 2022Q3 20237
WOLVERINE TRADING, LLC 310.00%0.00%0.00%Q1 2020Q2 20227
OGOREK ANTHONY JOSEPH /NY/ /ADV 770.67%6.11%8.43%Q1 2022Q3 20237
SOA Wealth Advisors, LLC. 770.00%0.00%0.00%Q1 2022Q3 20237
Mutual Advisors, LLC 770.06%0.08%0.09%Q1 2022Q3 20237
Atria Wealth Solutions, Inc. 770.01%0.01%0.01%Q1 2022Q3 20237
Cypress Wealth Services, LLC 660.07%0.15%0.22%Q2 2020Q3 20216
Citadel Advisors 410.00%0.00%0.00%Q4 2020Q2 20236
JANE STREET GROUP, LLC 210.00%0.00%0.00%Q1 2020Q2 20236
McKinley Carter Wealth Services, Inc. 420.02%0.02%0.02%Q2 2021Q3 20236
Capital Investment Advisory Services, LLC 660.00%0.21%0.59%Q1 2020Q2 20216
AlphaMark Advisors, LLC 660.02%0.02%0.02%Q1 2021Q2 20226
TRUIST FINANCIAL CORP 330.00%0.00%0.00%Q1 2022Q3 20236
WELLS FARGO & COMPANY/MN 660.00%0.00%0.00%Q1 2022Q2 20236
Claro Advisors LLC 550.15%0.33%0.52%Q1 2020Q1 20215
Strategic Asset Management, LLC 552.08%2.57%2.98%Q3 2021Q3 20225
Ameritas Investment Company, LLC 410.01%0.07%0.14%Q1 2020Q3 20215
BOKF, NA 550.00%0.00%0.00%Q4 2021Q4 20225
RDA Financial Network 550.27%0.43%0.59%Q1 2020Q1 20215
Allworth Financial LP 550.00%0.00%0.00%Q3 2022Q3 20235
Cascadia Advisory Services, LLC 320.33%0.56%0.75%Q2 2020Q3 20215
Patriot Financial Group Insurance Agency, LLC 550.02%0.04%0.07%Q1 2020Q1 20215
NEXT Financial Group, Inc 550.00%0.01%0.01%Q4 2020Q4 20215
Stratos Wealth Advisors, LLC 410.03%0.17%0.73%Q1 2020Q4 20225
PSI Advisors, LLC 550.00%0.00%0.00%Q3 2021Q3 20225
CoreCap Advisors, LLC 550.03%0.04%0.06%Q4 2021Q4 20225
Avestar Capital, LLC 440.06%0.09%0.11%Q3 2020Q2 20214
AdvisorNet Financial, Inc 440.01%0.01%0.01%Q1 2022Q4 20224
Grant Street Asset Management, Inc. 4410.26%14.57%19.09%Q2 2020Q1 20214
Luken Investment Analytics, LLC 440.22%0.23%0.24%Q4 2022Q3 20234
Sowell Financial Services LLC 440.00%0.00%0.00%Q2 2020Q1 20214
Coppell Advisory Solutions LLC 210.01%0.41%1.58%Q4 2020Q3 20234
Truadvice, LLC 440.49%0.60%0.70%Q3 2020Q2 20214
Arkadios Wealth Advisors 440.00%0.25%0.98%Q4 2020Q3 20214
Larson Financial Group LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Trek Financial, LLC 440.05%0.10%0.16%Q1 2020Q4 20204
Altman Advisors, Inc. 313.78%4.19%4.93%Q1 2020Q1 20214
DCM Advisors, LLC 440.08%0.11%0.12%Q4 2020Q3 20214
TOWNSQUARE CAPITAL LLC 310.01%0.01%0.02%Q2 2020Q1 20234
Capital Analysts, LLC 440.00%0.00%0.00%Q1 2022Q4 20224
RETIREMENT GUYS FORMULA LLC 330.21%0.25%0.34%Q4 2021Q2 20223
Koshinski Asset Management, Inc. 330.00%0.00%0.00%Q3 2021Q1 20223
WINTRUST INVESTMENTS LLC 330.03%0.31%0.62%Q2 2020Q4 20203
First Allied Advisory Services, Inc. 330.03%0.05%0.07%Q1 2020Q3 20203
Tanglewood Legacy Advisors, LLC 330.21%0.22%0.22%Q1 2023Q3 20233
BLAIR WILLIAM & CO/IL 330.00%0.00%0.00%Q2 2021Q4 20213
Valtinson Bruner Financial Planning LLC 336.83%7.14%7.50%Q1 2020Q3 20203
Prosperity Consulting Group, LLC 330.12%0.15%0.16%Q1 2023Q3 20233
CAPTRUST FINANCIAL ADVISORS 330.01%0.01%0.01%Q1 2023Q3 20233
CALTON & ASSOCIATES, INC. 330.09%0.09%0.10%Q1 2020Q3 20203
Peterson Wealth Advisors, LLC 330.24%0.25%0.27%Q1 2020Q3 20203
TWO SIGMA SECURITIES, LLC 210.00%0.01%0.01%Q3 2020Q3 20213
LPL Financial LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Sunbelt Securities, Inc. 330.02%0.02%0.02%Q1 2023Q3 20233
Weaver Consulting Group 330.02%0.02%0.02%Q1 2020Q3 20203
Lifestyle Asset Management, Inc. 330.15%0.17%0.19%Q4 2022Q2 20233
OLIVER LAGORE VANVALIN INVESTMENT GROUP 220.00%0.00%0.00%Q2 2023Q3 20232
Integrated Investment Consultants, LLC 220.07%0.07%0.08%Q4 2022Q1 20232
Simplicity Solutions, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
LINCOLN NATIONAL CORP 220.01%0.01%0.01%Q2 2020Q3 20202
Richard W. Paul & Associates, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Sage Capital Advisors,llc 220.28%0.28%0.28%Q4 2022Q1 20232
CENTAURUS FINANCIAL, INC. 110.01%0.01%0.01%Q1 2022Q1 20232
CreativeOne Wealth, LLC 220.10%0.10%0.10%Q4 2022Q1 20232
InterOcean Capital, LLC 220.03%0.03%0.03%Q1 2020Q2 20202
Jaffetilchin Investment Partners, LLC 220.16%0.18%0.19%Q2 2020Q3 20202
Outlook Wealth Advisors, LLC 220.27%0.28%0.30%Q4 2022Q1 20232
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Onyx Bridge Wealth Group LLC 220.20%0.21%0.21%Q2 2023Q3 20232
GOLDMAN SACHS GROUP INC 110.00%0.00%0.00%Q2 2021Q2 20232
Beta Wealth Group, Inc. 220.58%0.63%0.67%Q4 2020Q1 20212
Lloyd Advisory Services, LLC. 220.74%0.75%0.76%Q3 2022Q4 20222
Farther Finance Advisors, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
USCA RIA LLC 220.01%0.01%0.01%Q1 2021Q2 20212
Authentikos Wealth Advisory, LLC 110.00%0.12%0.25%Q1 2023Q3 20232
BAKER TILLY WEALTH MANAGEMENT, LLC 220.11%0.14%0.17%Q2 2023Q3 20232
FIFTH THIRD BANCORP 220.00%0.00%0.00%Q1 2021Q2 20212
B.O.S.S. Retirement Advisors, LLC 220.15%0.15%0.16%Q4 2022Q1 20232
MANCHESTER FINANCIAL INC 220.04%0.05%0.05%Q1 2020Q2 20202
Fulcrum Capital LLC 220.22%0.23%0.24%Q3 2021Q4 20212
Pinnacle Private Wealth, LLC 220.16%0.17%0.19%Q1 2022Q2 20222
MONEY CONCEPTS CAPITAL CORP 110.02%0.02%0.03%Q1 2022Q4 20222
OLD MISSION CAPITAL, LLC 110.06%0.06%0.06%Q4 2020Q4 20201
Echo Wealth Management, LLC 110.84%0.84%0.84%Q4 2020Q4 20201
Hayden Royal, LLC 113.37%3.37%3.37%Q4 2020Q4 20201
3D/L Capital Management, LLC 110.23%0.23%0.23%Q2 2023Q2 20231
Rehmann Capital Advisory Group 110.02%0.02%0.02%Q1 2022Q1 20221
BANK OF AMERICA CORP /DE/ 110.00%0.00%0.00%Q2 2022Q2 20221
DIVIDEND ASSETS CAPITAL, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Coppell Advisory Solutions Corp. 110.01%0.01%0.01%Q4 2022Q4 20221
IAMS WEALTH MANAGEMENT, LLC 110.10%0.10%0.10%Q2 2023Q2 20231
FLOW TRADERS U.S. LLC 110.02%0.02%0.02%Q3 2021Q3 20211
Hilltop Holdings Inc. 110.08%0.08%0.08%Q1 2023Q1 20231
HOHIMER WEALTH MANAGEMENT, LLC 110.06%0.06%0.06%Q3 2020Q3 20201
Inspire Advisors, LLC 110.07%0.07%0.07%Q4 2020Q4 20201
Synergy Asset Management, LLC 110.44%0.44%0.44%Q4 2020Q4 20201
NBC SECURITIES, INC. 110.03%0.03%0.03%Q3 2023Q3 20231
Koesten, Hirschmann & Crabtree, INC. 110.00%0.00%0.00%Q1 2023Q1 20231
Blue Trust, Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
Private Advisory Group LLC 111.84%1.84%1.84%Q1 2020Q1 20201
JPMORGAN CHASE & CO 110.00%0.00%0.00%Q2 2023Q2 20231
HRT FINANCIAL LP 110.01%0.01%0.01%Q3 2020Q3 20201
N.E.W. Advisory Services LLC 110.08%0.08%0.08%Q3 2023Q3 20231
Avior Wealth Management, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Schubert & Co 110.22%0.22%0.22%Q1 2023Q1 20231
Great Lakes Retirement, Inc. 110.10%0.10%0.10%Q1 2023Q1 20231
Snowden Capital Advisors LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Orion Portfolio Solutions, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 110.00%0.00%0.00%Q2 2022Q2 20221
Masso Torrence Wealth Management Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
Creative Planning 110.00%0.00%0.00%Q2 2022Q2 20221
Asset Dedication, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
AXXCESS WEALTH MANAGEMENT, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
InterOcean Capital Group, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Pinnacle Wealth Planning Services, Inc. 110.06%0.06%0.06%Q1 2023Q1 20231
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.