Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
CWM, LLC | 10 | 8 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 18 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 16 | 16 | 0.00% | 0.04% | 0.09% | Q4 2019 | Q3 2023 | 16 |
Atria Investments, Inc | 15 | 15 | 0.03% | 0.14% | 0.71% | Q1 2020 | Q3 2023 | 15 |
SNS Financial Group, LLC | 15 | 15 | 0.05% | 0.09% | 0.31% | Q1 2020 | Q3 2023 | 15 |
Cetera Investment Advisers | 15 | 15 | 0.02% | 0.05% | 0.10% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.02% | 0.09% | Q1 2020 | Q3 2023 | 15 |
COMMONWEALTH EQUITY SERVICES, LLC | 15 | 15 | 0.00% | 0.02% | 0.07% | Q1 2020 | Q3 2023 | 15 |
IFP Advisors, Inc | 15 | 15 | 0.00% | 0.07% | 0.19% | Q1 2020 | Q3 2023 | 15 |
Cetera Advisors LLC | 15 | 15 | 0.02% | 0.06% | 0.18% | Q1 2020 | Q3 2023 | 15 |
Cetera Advisor Networks LLC | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Cambridge Investment Research Advisors, Inc. | 15 | 15 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 15 |
WEDBUSH SECURITIES INC | 14 | 14 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Janney Montgomery Scott LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
AE Wealth Management LLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Sunbelt Securities, Inc. | 13 | 13 | 0.04% | 0.12% | 0.30% | Q3 2020 | Q3 2023 | 13 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 12 |
Capital Asset Advisory Services LLC | 12 | 12 | 0.00% | 0.02% | 0.05% | Q4 2020 | Q3 2023 | 12 |
DHJJ Financial Advisors, Ltd. | 12 | 12 | 0.03% | 0.78% | 1.48% | Q4 2020 | Q3 2023 | 12 |
American Portfolios Advisors | 11 | 11 | 0.00% | 0.12% | 0.42% | Q1 2020 | Q3 2022 | 11 |
1ST SOURCE BANK | 11 | 11 | 0.04% | 0.04% | 0.05% | Q1 2021 | Q3 2023 | 11 |
ROYAL BANK OF CANADA | 8 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 11 |
ENVESTNET ASSET MANAGEMENT INC | 8 | 2 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 10 |
OLD MISSION CAPITAL LLC | 3 | 1 | 0.01% | 0.06% | 0.22% | Q3 2020 | Q3 2023 | 10 |
Sowell Financial Services LLC | 7 | 1 | 0.03% | 0.06% | 0.11% | Q2 2020 | Q3 2023 | 10 |
HighTower Advisors, LLC | 7 | 3 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
Clear Creek Financial Management, LLC | 8 | 1 | 0.13% | 0.35% | 0.65% | Q1 2020 | Q3 2023 | 10 |
Spire Wealth Management | 7 | 3 | 0.00% | 0.01% | 0.05% | Q1 2021 | Q3 2023 | 10 |
Grant Street Asset Management, Inc. | 10 | 10 | 0.13% | 2.64% | 11.23% | Q2 2020 | Q3 2022 | 10 |
Sage Capital Advisors,llc | 7 | 3 | 0.21% | 0.29% | 0.73% | Q4 2020 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.02% | 0.06% | 0.11% | Q1 2021 | Q3 2023 | 10 |
Legacy Private Trust Co. | 9 | 9 | 0.03% | 0.15% | 0.46% | Q1 2020 | Q1 2022 | 9 |
TRUSTCORE FINANCIAL SERVICES, LLC | 5 | 4 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2022 | 9 |
WealthPLAN Partners, LLC | 7 | 2 | 0.01% | 0.08% | 0.12% | Q3 2020 | Q2 2023 | 9 |
Kestra Advisory Services, LLC | 8 | 1 | 0.01% | 0.03% | 0.06% | Q4 2020 | Q3 2023 | 9 |
AVANTAX ADVISORY SERVICES, INC. | 7 | 2 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 9 |
UBS Group AG | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 9 |
MORGAN STANLEY | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 9 |
B. Riley Wealth Management, Inc. | 8 | 8 | 0.00% | 0.05% | 0.14% | Q3 2020 | Q2 2022 | 8 |
Delta Investment Management, LLC | 8 | 8 | 0.09% | 0.11% | 0.15% | Q4 2021 | Q3 2023 | 8 |
Donald L. Hagan, LLC | 8 | 8 | 0.22% | 1.61% | 2.39% | Q4 2021 | Q3 2023 | 8 |
Mariner, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
McKinley Carter Wealth Services, Inc. | 8 | 8 | 0.02% | 0.06% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Integrated Wealth Concepts LLC | 8 | 8 | 0.01% | 0.06% | 0.11% | Q4 2021 | Q3 2023 | 8 |
ALTFEST L J & CO INC | 8 | 8 | 0.16% | 3.01% | 4.62% | Q2 2020 | Q1 2022 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.01% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
MTM Investment Management, LLC | 8 | 8 | 0.05% | 0.06% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Mutual Advisors, LLC | 8 | 8 | 0.04% | 0.06% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Integrity Financial Corp /WA | 8 | 8 | 0.22% | 0.30% | 0.42% | Q4 2021 | Q3 2023 | 8 |
Main Street Financial Solutions, LLC | 8 | 8 | 0.04% | 0.05% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Newport Wealth Strategies, Inc. | 7 | 7 | 0.18% | 0.21% | 0.23% | Q1 2020 | Q3 2021 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Citadel Advisors | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 7 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 7 | 7 | 2.28% | 3.45% | 5.13% | Q1 2022 | Q3 2023 | 7 |
Beacon Pointe Advisors, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
First Heartland Consultants, Inc. | 7 | 7 | 0.03% | 0.83% | 3.66% | Q1 2022 | Q3 2023 | 7 |
Comprehensive Financial Consultants Institutional, Inc. | 7 | 7 | 1.00% | 1.50% | 1.80% | Q4 2021 | Q2 2023 | 7 |
BEACON FINANCIAL GROUP | 7 | 7 | 0.72% | 0.77% | 0.84% | Q1 2022 | Q3 2023 | 7 |
Keystone Wealth Services, LLC | 7 | 7 | 0.59% | 1.83% | 4.73% | Q1 2022 | Q3 2023 | 7 |
Patriot Financial Group Insurance Agency, LLC | 6 | 1 | 0.02% | 0.44% | 2.85% | Q4 2019 | Q2 2022 | 7 |
Strategic Blueprint, LLC | 7 | 7 | 0.02% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Solstein Capital, LLC | 6 | 6 | 0.00% | 0.03% | 0.06% | Q2 2021 | Q3 2022 | 6 |
WOLVERINE TRADING, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2022 | 6 |
B. Riley Wealth Advisors, Inc. | 5 | 1 | 0.01% | 0.02% | 0.05% | Q4 2021 | Q2 2023 | 6 |
Raymond James Financial Services Advisors, Inc. | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
RETIREMENT GUYS FORMULA LLC | 6 | 6 | 0.16% | 0.29% | 0.50% | Q4 2021 | Q1 2023 | 6 |
Valmark Advisers, Inc. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2021 | 6 |
Summit Financial Wealth Advisors, LLC | 6 | 6 | 0.07% | 0.28% | 0.42% | Q4 2021 | Q1 2023 | 6 |
NewEdge Advisors, LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
TOWNSQUARE CAPITAL LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
CENTAURUS FINANCIAL, INC. | 6 | 6 | 0.02% | 0.04% | 0.07% | Q2 2022 | Q3 2023 | 6 |
Rockefeller Capital Management L.P. | 4 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 5 |
Cascadia Advisory Services, LLC | 3 | 2 | 0.56% | 1.68% | 3.19% | Q2 2020 | Q3 2021 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.03% | 0.04% | 0.06% | Q4 2021 | Q4 2022 | 5 |
BOKF, NA | 3 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2022 | 5 |
Cambridge Advisors Inc. | 5 | 5 | 0.08% | 0.08% | 0.08% | Q2 2022 | Q2 2023 | 5 |
AdvisorNet Financial, Inc | 5 | 5 | 0.00% | 0.05% | 0.08% | Q4 2021 | Q4 2022 | 5 |
RAYMOND JAMES & ASSOCIATES | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 5 | 5 | 0.00% | 0.08% | 0.10% | Q1 2022 | Q1 2023 | 5 |
American Planning Services, Inc. | 5 | 5 | 0.21% | 0.28% | 0.41% | Q3 2022 | Q3 2023 | 5 |
Strategic Asset Management, LLC | 4 | 4 | 0.04% | 0.09% | 0.18% | Q4 2021 | Q3 2022 | 4 |
EPG Wealth Management LLC | 4 | 4 | 0.06% | 0.06% | 0.07% | Q3 2022 | Q2 2023 | 4 |
Claro Advisors LLC | 4 | 4 | 0.06% | 0.08% | 0.09% | Q2 2022 | Q1 2023 | 4 |
Tanglewood Legacy Advisors, LLC | 4 | 4 | 1.44% | 1.50% | 1.59% | Q4 2022 | Q3 2023 | 4 |
Ignite Planners, LLC | 4 | 4 | 0.28% | 0.34% | 0.37% | Q4 2022 | Q3 2023 | 4 |
TRUIST FINANCIAL CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.01% | 0.16% | 0.28% | Q1 2022 | Q4 2022 | 4 |
MML INVESTORS SERVICES, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Brookstone Capital Management | 4 | 4 | 0.08% | 0.10% | 0.12% | Q1 2022 | Q4 2022 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 0.02% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
DCM Advisors, LLC | 4 | 4 | 0.05% | 0.08% | 0.09% | Q4 2020 | Q3 2021 | 4 |
Vertex Planning Partners, LLC | 4 | 4 | 0.08% | 0.10% | 0.17% | Q4 2022 | Q3 2023 | 4 |
SOA Wealth Advisors, LLC. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
LPL Financial LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
AMJ Financial Wealth Management | 4 | 4 | 0.19% | 2.40% | 5.28% | Q1 2020 | Q4 2020 | 4 |
Larson Financial Group LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Apollon Wealth Management, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2022 | 4 |
Echo Wealth Management, LLC | 4 | 4 | 4.42% | 5.20% | 7.34% | Q4 2022 | Q3 2023 | 4 |
Hayden Royal, LLC | 4 | 4 | 0.32% | 1.36% | 3.24% | Q3 2020 | Q2 2021 | 4 |
Truadvice, LLC | 4 | 4 | 0.26% | 0.44% | 0.63% | Q3 2020 | Q2 2021 | 4 |
WMG Financial Advisors, LLC | 4 | 4 | 0.17% | 0.44% | 0.71% | Q1 2022 | Q4 2022 | 4 |
Virtue Capital Management, LLC | 4 | 4 | 0.08% | 0.09% | 0.10% | Q4 2022 | Q3 2023 | 4 |
WEALTHSOURCE PARTNERS, LLC | 3 | 3 | 0.04% | 0.16% | 0.22% | Q1 2022 | Q3 2022 | 3 |
Vivaldi Capital Management LP | 3 | 3 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Ameritas Investment Company, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2021 | 3 |
Foundations Investment Advisors, LLC | 2 | 1 | 0.01% | 0.10% | 0.26% | Q2 2020 | Q3 2023 | 3 |
Kingsbury Capital Investment Advisors LLC | 3 | 3 | 0.35% | 0.36% | 0.38% | Q1 2022 | Q3 2022 | 3 |
JANE STREET GROUP, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Icon Wealth Partners, LLC | 3 | 3 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Altman Advisors, Inc. | 3 | 3 | 8.97% | 9.64% | 10.29% | Q1 2022 | Q3 2022 | 3 |
NorthCrest Asset Manangement, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Kingsview Wealth Management, LLC | 2 | 1 | 0.03% | 0.03% | 0.05% | Q4 2020 | Q4 2021 | 3 |
CORRADO ADVISORS, LLC | 2 | 1 | 0.32% | 0.52% | 0.63% | Q4 2020 | Q2 2022 | 3 |
First Allied Advisory Services, Inc. | 3 | 3 | 0.09% | 0.10% | 0.12% | Q1 2020 | Q3 2020 | 3 |
Kovack Advisors, Inc. | 3 | 3 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q1 2023 | 3 |
Stratos Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q4 2021 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
WELLS FARGO & COMPANY/MN | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
StoneX Group Inc. | 2 | 2 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q2 2023 | 2 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 1 | 1 | 0.01% | 0.07% | 0.12% | Q2 2022 | Q1 2023 | 2 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q1 2020 | 2 |
OneDigital Investment Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Pensionmark Financial Group, LLC | 2 | 2 | 0.21% | 0.23% | 0.24% | Q2 2022 | Q3 2022 | 2 |
JPMORGAN CHASE & CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Essex Financial Services, Inc. | 2 | 2 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q2 2022 | 2 |
Integrated Advisors Network LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q2 2020 | Q3 2020 | 2 |
CreativeOne Wealth, LLC | 1 | 1 | 0.01% | 0.07% | 0.12% | Q3 2022 | Q2 2023 | 2 |
Jaffetilchin Investment Partners, LLC | 2 | 2 | 0.31% | 0.38% | 0.46% | Q2 2020 | Q3 2020 | 2 |
AlphaMark Advisors, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q2 2021 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
WINTRUST INVESTMENTS LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2020 | Q3 2020 | 2 |
SYNOVUS FINANCIAL CORP | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q2 2022 | 2 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q3 2022 | 2 |
Allworth Financial LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Snowden Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Advisor Resource Council | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2022 | Q3 2022 | 1 |
PRW Wealth Management LLC | 1 | 1 | 9.84% | 9.84% | 9.84% | Q1 2020 | Q1 2020 | 1 |
Advisor Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Simplicity Solutions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
WealthPlan Investment Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2022 | Q1 2022 | 1 |
Icon Wealth Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
GOLDMAN SACHS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
NEXT Financial Group, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Baystate Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Commonwealth Financial Services, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Avior Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Private Advisor Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
GeoWealth Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2022 | Q3 2022 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2020 | Q4 2020 | 1 |
AXXCESS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Triumph Capital Management | 1 | 1 | 0.65% | 0.65% | 0.65% | Q1 2022 | Q1 2022 | 1 |
TriaGen Wealth Management LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2021 | Q2 2021 | 1 |
GTS SECURITIES LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Stratos Wealth Partners, LTD. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Advisory Services Network, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | 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.