Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 13 | 13 | 0.00% | 0.01% | 0.05% | Q3 2020 | Q3 2023 | 13 |
CWM, LLC | 10 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2022 | 12 |
OSAIC HOLDINGS, INC. | 12 | 12 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Tower Research Capital LLC (TRC) | 10 | 2 | 0.00% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 12 |
LPL Financial LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
TOTAL INVESTMENT MANAGEMENT INC | 10 | 10 | 0.17% | 0.25% | 0.45% | Q2 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.08% | 0.16% | Q1 2021 | Q3 2023 | 10 |
COMMONWEALTH EQUITY SERVICES, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2023 | 10 |
AVANTAX ADVISORY SERVICES, INC. | 10 | 10 | 0.01% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 10 |
UBS Group AG | 9 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 10 |
ENVESTNET ASSET MANAGEMENT INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Cambridge Investment Research Advisors, Inc. | 10 | 10 | 0.00% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Ausdal Financial Partners, Inc. | 10 | 10 | 0.19% | 0.41% | 0.58% | Q2 2021 | Q3 2023 | 10 |
GOLDMAN SACHS GROUP INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Western Wealth Management, LLC | 8 | 1 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 9 |
J.P. Morgan Private Wealth Advisors LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
ROYAL BANK OF CANADA | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Rockefeller Capital Management L.P. | 9 | 9 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q2 2023 | 9 |
Kovack Advisors, Inc. | 9 | 9 | 0.11% | 0.12% | 0.14% | Q2 2021 | Q2 2023 | 9 |
CHIRON CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.18% | 0.96% | 1.43% | Q2 2021 | Q1 2023 | 8 |
Ignite Planners, LLC | 8 | 8 | 0.10% | 0.30% | 0.63% | Q4 2021 | Q3 2023 | 8 |
Key Client Fiduciary Advisors, LLC | 8 | 8 | 0.22% | 0.30% | 0.44% | Q4 2021 | Q3 2023 | 8 |
Cetera Investment Advisers | 8 | 8 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q1 2023 | 8 |
Cambridge Advisors Inc. | 8 | 8 | 0.07% | 0.16% | 0.24% | Q2 2021 | Q1 2023 | 8 |
Steward Partners Investment Advisory, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Kestra Advisory Services, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q2 2023 | 7 |
Global Retirement Partners, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Citadel Advisors | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 7 |
StoneX Group Inc. | 3 | 3 | 0.19% | 0.35% | 0.56% | Q2 2021 | Q3 2023 | 6 |
Private Advisor Group, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 6 |
Ten Capital Wealth Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
Clarus Group, Inc. | 6 | 6 | 0.15% | 0.18% | 0.21% | Q2 2021 | Q3 2022 | 6 |
IFP Advisors, Inc | 4 | 2 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2022 | 6 |
B. Riley Wealth Advisors, Inc. | 6 | 6 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q3 2022 | 6 |
Sigma Planning Corp | 6 | 6 | 0.05% | 0.06% | 0.08% | Q2 2021 | Q3 2022 | 6 |
Gladstone Institutional Advisory LLC | 3 | 3 | 0.01% | 0.19% | 0.45% | Q2 2021 | Q1 2023 | 6 |
PROVENCE WEALTH MANAGEMENT GROUP | 5 | 1 | 0.08% | 0.21% | 0.32% | Q4 2021 | Q3 2023 | 6 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 6 |
Cetera Advisors LLC | 4 | 2 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 6 |
Arkadios Wealth Advisors | 4 | 2 | 0.00% | 0.06% | 0.11% | Q2 2021 | Q3 2023 | 6 |
Concentrum Wealth Management | 5 | 5 | 0.49% | 1.02% | 1.25% | Q2 2021 | Q2 2022 | 5 |
GREAT VALLEY ADVISOR GROUP, INC. | 5 | 5 | 0.02% | 0.08% | 0.14% | Q3 2021 | Q3 2022 | 5 |
Fortress Wealth Group, LLC | 4 | 4 | 0.20% | 0.76% | 1.02% | Q2 2021 | Q1 2022 | 4 |
WEDBUSH SECURITIES INC | 4 | 4 | 0.01% | 0.03% | 0.06% | Q1 2021 | Q4 2021 | 4 |
Ameritas Advisory Services, LLC | 3 | 1 | 0.00% | 0.03% | 0.06% | Q4 2021 | Q1 2023 | 4 |
SeaCrest Wealth Management, LLC | 3 | 1 | 0.01% | 0.07% | 0.12% | Q2 2021 | Q2 2022 | 4 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q2 2023 | 3 |
NEXT Financial Group, Inc | 3 | 3 | 0.05% | 0.16% | 0.24% | Q2 2021 | Q4 2021 | 3 |
B. Riley Wealth Management, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q4 2021 | 3 |
Better Money Decisions, LLC | 2 | 1 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q2 2022 | 3 |
Cetera Advisor Networks LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 3 |
CENTAURUS FINANCIAL, INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 3 |
STEPHENS INC /AR/ | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Legacy Capital Wealth Partners, LLC | 3 | 3 | 5.24% | 6.00% | 6.60% | Q2 2021 | Q4 2021 | 3 |
CoreCap Advisors, LLC | 3 | 3 | 0.06% | 0.07% | 0.07% | Q4 2021 | Q2 2022 | 3 |
Jaffetilchin Investment Partners, LLC | 3 | 3 | 0.03% | 0.12% | 0.18% | Q2 2021 | Q4 2021 | 3 |
TRUIST FINANCIAL CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
INSIGNEO ADVISORY SERVICES, LLC | 3 | 3 | 0.06% | 0.09% | 0.10% | Q1 2023 | Q3 2023 | 3 |
AE Wealth Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
JFS WEALTH ADVISORS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
Larson Financial Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Synergy Asset Management, LLC | 1 | 1 | 0.97% | 1.08% | 1.18% | Q2 2021 | Q2 2022 | 2 |
TOWNSQUARE CAPITAL LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
NewEdge Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q4 2022 | 2 |
LexAurum Advisors, LLC | 2 | 2 | 0.09% | 0.10% | 0.10% | Q2 2023 | Q3 2023 | 2 |
MORGAN STANLEY | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Atria Wealth Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 2 |
MGO ONE SEVEN LLC | 2 | 2 | 0.07% | 0.08% | 0.10% | Q2 2021 | Q3 2021 | 2 |
Ameritas Investment Company, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q2 2021 | 1 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2022 | Q3 2022 | 1 |
BANK OF AMERICA CORP /DE/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
JANE STREET GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Bedel Financial Consulting, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 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.