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%0.01%0.01%Q1 2019Q3 202318
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 16160.00%0.04%0.09%Q4 2019Q3 202316
Atria Investments, Inc 15150.03%0.14%0.71%Q1 2020Q3 202315
SNS Financial Group, LLC 15150.05%0.09%0.31%Q1 2020Q3 202315
Cetera Investment Advisers 15150.02%0.05%0.10%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.00%0.02%0.09%Q1 2020Q3 202315
COMMONWEALTH EQUITY SERVICES, LLC 15150.00%0.02%0.07%Q1 2020Q3 202315
IFP Advisors, Inc 15150.00%0.07%0.19%Q1 2020Q3 202315
Cetera Advisors LLC 15150.02%0.06%0.18%Q1 2020Q3 202315
Cetera Advisor Networks LLC 15150.00%0.01%0.02%Q1 2020Q3 202315
Cambridge Investment Research Advisors, Inc. 15150.00%0.01%0.03%Q1 2020Q3 202315
WEDBUSH SECURITIES INC 14140.01%0.02%0.02%Q2 2020Q3 202314
Janney Montgomery Scott LLC 13130.00%0.00%0.01%Q3 2020Q3 202313
AE Wealth Management LLC 13130.00%0.01%0.01%Q3 2020Q3 202313
Sunbelt Securities, Inc. 13130.04%0.12%0.30%Q3 2020Q3 202313
SUSQUEHANNA INTERNATIONAL GROUP, LLP 720.00%0.00%0.00%Q1 2020Q3 202312
Capital Asset Advisory Services LLC 12120.00%0.02%0.05%Q4 2020Q3 202312
DHJJ Financial Advisors, Ltd. 12120.03%0.78%1.48%Q4 2020Q3 202312
American Portfolios Advisors 11110.00%0.12%0.42%Q1 2020Q3 202211
1ST SOURCE BANK 11110.04%0.04%0.05%Q1 2021Q3 202311
ROYAL BANK OF CANADA 830.00%0.00%0.00%Q1 2020Q3 202311
ENVESTNET ASSET MANAGEMENT INC 820.00%0.00%0.01%Q3 2020Q3 202310
OLD MISSION CAPITAL LLC 310.01%0.06%0.22%Q3 2020Q3 202310
Sowell Financial Services LLC 710.03%0.06%0.11%Q2 2020Q3 202310
HighTower Advisors, LLC 730.00%0.01%0.02%Q1 2021Q3 202310
Clear Creek Financial Management, LLC 810.13%0.35%0.65%Q1 2020Q3 202310
Spire Wealth Management 730.00%0.01%0.05%Q1 2021Q3 202310
Grant Street Asset Management, Inc. 10100.13%2.64%11.23%Q2 2020Q3 202210
Sage Capital Advisors,llc 730.21%0.29%0.73%Q4 2020Q3 202310
HARBOUR INVESTMENTS, INC. 640.02%0.06%0.11%Q1 2021Q3 202310
Legacy Private Trust Co. 990.03%0.15%0.46%Q1 2020Q1 20229
TRUSTCORE FINANCIAL SERVICES, LLC 540.00%0.01%0.02%Q2 2020Q3 20229
WealthPLAN Partners, LLC 720.01%0.08%0.12%Q3 2020Q2 20239
Kestra Advisory Services, LLC 810.01%0.03%0.06%Q4 2020Q3 20239
AVANTAX ADVISORY SERVICES, INC. 720.00%0.01%0.02%Q1 2020Q3 20239
UBS Group AG 410.00%0.00%0.00%Q3 2020Q3 20239
MORGAN STANLEY 810.00%0.00%0.00%Q4 2020Q3 20239
B. Riley Wealth Management, Inc. 880.00%0.05%0.14%Q3 2020Q2 20228
Delta Investment Management, LLC 880.09%0.11%0.15%Q4 2021Q3 20238
Donald L. Hagan, LLC 880.22%1.61%2.39%Q4 2021Q3 20238
Mariner, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
McKinley Carter Wealth Services, Inc. 880.02%0.06%0.07%Q4 2021Q3 20238
Integrated Wealth Concepts LLC 880.01%0.06%0.11%Q4 2021Q3 20238
ALTFEST L J & CO INC 880.16%3.01%4.62%Q2 2020Q1 20228
Ameritas Advisory Services, LLC 880.01%0.03%0.04%Q4 2021Q3 20238
MTM Investment Management, LLC 880.05%0.06%0.06%Q4 2021Q3 20238
Mutual Advisors, LLC 880.04%0.06%0.07%Q4 2021Q3 20238
Integrity Financial Corp /WA 880.22%0.30%0.42%Q4 2021Q3 20238
Main Street Financial Solutions, LLC 880.04%0.05%0.07%Q4 2021Q3 20238
Newport Wealth Strategies, Inc. 770.18%0.21%0.23%Q1 2020Q3 20217
Atria Wealth Solutions, Inc. 770.02%0.03%0.04%Q1 2022Q3 20237
Citadel Advisors 310.00%0.00%0.00%Q3 2020Q3 20237
OGOREK ANTHONY JOSEPH /NY/ /ADV 772.28%3.45%5.13%Q1 2022Q3 20237
Beacon Pointe Advisors, LLC 770.00%0.01%0.01%Q1 2022Q3 20237
First Heartland Consultants, Inc. 770.03%0.83%3.66%Q1 2022Q3 20237
Comprehensive Financial Consultants Institutional, Inc. 771.00%1.50%1.80%Q4 2021Q2 20237
BEACON FINANCIAL GROUP 770.72%0.77%0.84%Q1 2022Q3 20237
Keystone Wealth Services, LLC 770.59%1.83%4.73%Q1 2022Q3 20237
Patriot Financial Group Insurance Agency, LLC 610.02%0.44%2.85%Q4 2019Q2 20227
Strategic Blueprint, LLC 770.02%0.04%0.05%Q1 2022Q3 20237
Solstein Capital, LLC 660.00%0.03%0.06%Q2 2021Q3 20226
WOLVERINE TRADING, LLC 410.00%0.00%0.00%Q1 2020Q2 20226
B. Riley Wealth Advisors, Inc. 510.01%0.02%0.05%Q4 2021Q2 20236
Raymond James Financial Services Advisors, Inc. 660.00%0.01%0.02%Q2 2022Q3 20236
RETIREMENT GUYS FORMULA LLC 660.16%0.29%0.50%Q4 2021Q1 20236
Valmark Advisers, Inc. 660.00%0.01%0.01%Q2 2020Q3 20216
Summit Financial Wealth Advisors, LLC 660.07%0.28%0.42%Q4 2021Q1 20236
NewEdge Advisors, LLC 660.00%0.01%0.02%Q2 2022Q3 20236
TOWNSQUARE CAPITAL LLC 660.01%0.01%0.02%Q2 2022Q3 20236
CENTAURUS FINANCIAL, INC. 660.02%0.04%0.07%Q2 2022Q3 20236
Rockefeller Capital Management L.P. 410.00%0.01%0.01%Q1 2021Q3 20235
Cascadia Advisory Services, LLC 320.56%1.68%3.19%Q2 2020Q3 20215
CoreCap Advisors, LLC 550.03%0.04%0.06%Q4 2021Q4 20225
BOKF, NA 320.00%0.00%0.01%Q4 2020Q1 20225
Cambridge Advisors Inc. 550.08%0.08%0.08%Q2 2022Q2 20235
AdvisorNet Financial, Inc 550.00%0.05%0.08%Q4 2021Q4 20225
RAYMOND JAMES & ASSOCIATES 550.00%0.00%0.00%Q2 2022Q2 20235
BENJAMIN F. EDWARDS & COMPANY, INC. 550.00%0.08%0.10%Q1 2022Q1 20235
American Planning Services, Inc. 550.21%0.28%0.41%Q3 2022Q3 20235
Strategic Asset Management, LLC 440.04%0.09%0.18%Q4 2021Q3 20224
EPG Wealth Management LLC 440.06%0.06%0.07%Q3 2022Q2 20234
Claro Advisors LLC 440.06%0.08%0.09%Q2 2022Q1 20234
Tanglewood Legacy Advisors, LLC 441.44%1.50%1.59%Q4 2022Q3 20234
Ignite Planners, LLC 440.28%0.34%0.37%Q4 2022Q3 20234
TRUIST FINANCIAL CORP 440.00%0.00%0.00%Q4 2022Q3 20234
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 440.01%0.16%0.28%Q1 2022Q4 20224
MML INVESTORS SERVICES, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Brookstone Capital Management 440.08%0.10%0.12%Q1 2022Q4 20224
SageView Advisory Group, LLC 440.02%0.04%0.05%Q4 2022Q3 20234
DCM Advisors, LLC 440.05%0.08%0.09%Q4 2020Q3 20214
Vertex Planning Partners, LLC 440.08%0.10%0.17%Q4 2022Q3 20234
SOA Wealth Advisors, LLC. 440.01%0.01%0.01%Q4 2022Q3 20234
LPL Financial LLC 440.00%0.00%0.00%Q4 2022Q3 20234
AMJ Financial Wealth Management 440.19%2.40%5.28%Q1 2020Q4 20204
Larson Financial Group LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Apollon Wealth Management, LLC 440.02%0.02%0.02%Q4 2021Q3 20224
Echo Wealth Management, LLC 444.42%5.20%7.34%Q4 2022Q3 20234
Hayden Royal, LLC 440.32%1.36%3.24%Q3 2020Q2 20214
Truadvice, LLC 440.26%0.44%0.63%Q3 2020Q2 20214
WMG Financial Advisors, LLC 440.17%0.44%0.71%Q1 2022Q4 20224
Virtue Capital Management, LLC 440.08%0.09%0.10%Q4 2022Q3 20234
WEALTHSOURCE PARTNERS, LLC 330.04%0.16%0.22%Q1 2022Q3 20223
Vivaldi Capital Management LP 330.08%0.08%0.08%Q1 2023Q3 20233
Ameritas Investment Company, LLC 210.00%0.01%0.02%Q1 2020Q3 20213
Foundations Investment Advisors, LLC 210.01%0.10%0.26%Q2 2020Q3 20233
Kingsbury Capital Investment Advisors LLC 330.35%0.36%0.38%Q1 2022Q3 20223
JANE STREET GROUP, LLC 330.00%0.00%0.00%Q1 2022Q3 20223
Icon Wealth Partners, LLC 330.05%0.05%0.05%Q1 2023Q3 20233
Altman Advisors, Inc. 338.97%9.64%10.29%Q1 2022Q3 20223
NorthCrest Asset Manangement, LLC 330.03%0.03%0.03%Q1 2023Q3 20233
Kingsview Wealth Management, LLC 210.03%0.03%0.05%Q4 2020Q4 20213
CORRADO ADVISORS, LLC 210.32%0.52%0.63%Q4 2020Q2 20223
First Allied Advisory Services, Inc. 330.09%0.10%0.12%Q1 2020Q3 20203
Kovack Advisors, Inc. 330.03%0.03%0.03%Q3 2022Q1 20233
Stratos Wealth Advisors, LLC 110.01%0.02%0.04%Q1 2020Q4 20212
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
WELLS FARGO & COMPANY/MN 220.00%0.00%0.00%Q1 2023Q2 20232
StoneX Group Inc. 220.05%0.05%0.05%Q1 2023Q2 20232
KESTRA PRIVATE WEALTH SERVICES, LLC 110.01%0.07%0.12%Q2 2022Q1 20232
ACCURATE INVESTMENT SOLUTIONS, INC. 220.02%0.02%0.02%Q4 2019Q1 20202
OneDigital Investment Advisors LLC 220.01%0.01%0.01%Q4 2020Q1 20212
Pensionmark Financial Group, LLC 220.21%0.23%0.24%Q2 2022Q3 20222
JPMORGAN CHASE & CO 220.00%0.00%0.00%Q4 2022Q1 20232
Essex Financial Services, Inc. 220.02%0.02%0.03%Q1 2022Q2 20222
Integrated Advisors Network LLC 220.09%0.09%0.09%Q2 2020Q3 20202
CreativeOne Wealth, LLC 110.01%0.07%0.12%Q3 2022Q2 20232
Jaffetilchin Investment Partners, LLC 220.31%0.38%0.46%Q2 2020Q3 20202
AlphaMark Advisors, LLC 220.03%0.03%0.03%Q1 2021Q2 20212
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q1 2022Q4 20222
WINTRUST INVESTMENTS LLC 220.05%0.05%0.06%Q2 2020Q3 20202
SYNOVUS FINANCIAL CORP 110.00%0.01%0.01%Q3 2020Q2 20222
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 220.06%0.06%0.06%Q2 2022Q3 20222
Allworth Financial LP 110.00%0.00%0.00%Q1 2023Q1 20231
Snowden Capital Advisors LLC 110.00%0.00%0.00%Q4 2021Q4 20211
NBC SECURITIES, INC. 110.05%0.05%0.05%Q3 2023Q3 20231
Advisor Resource Council 110.20%0.20%0.20%Q3 2022Q3 20221
PRW Wealth Management LLC 119.84%9.84%9.84%Q1 2020Q1 20201
Advisor Group, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
Simplicity Solutions, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Authentikos Wealth Advisory, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
WealthPlan Investment Management, LLC 110.10%0.10%0.10%Q1 2022Q1 20221
Icon Wealth Advisors, LLC 110.05%0.05%0.05%Q4 2022Q4 20221
Inspire Advisors, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
GOLDMAN SACHS GROUP INC 110.00%0.00%0.00%Q3 2020Q3 20201
NEXT Financial Group, Inc 110.00%0.00%0.00%Q4 2021Q4 20211
Baystate Wealth Management LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Commonwealth Financial Services, LLC 110.13%0.13%0.13%Q3 2023Q3 20231
Avior Wealth Management, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Private Advisor Group, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
GeoWealth Management, LLC 110.10%0.10%0.10%Q3 2022Q3 20221
Oder Investment Management, LLC 110.14%0.14%0.14%Q4 2020Q4 20201
AXXCESS WEALTH MANAGEMENT, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Triumph Capital Management 110.65%0.65%0.65%Q1 2022Q1 20221
TriaGen Wealth Management LLC 110.14%0.14%0.14%Q2 2021Q2 20211
GTS SECURITIES LLC 110.02%0.02%0.02%Q2 2023Q2 20231
FSB PREMIER WEALTH MANAGEMENT, INC. 110.01%0.01%0.01%Q4 2021Q4 20211
Stratos Wealth Partners, LTD. 110.02%0.02%0.02%Q1 2023Q1 20231
Advisory Services Network, LLC 110.07%0.07%0.07%Q3 2023Q3 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.