Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
Cetera Advisor Networks LLC | 19 | 19 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
ROYAL BANK OF CANADA | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
Geneos Wealth Management Inc. | 19 | 19 | 0.01% | 0.02% | 0.16% | Q1 2019 | Q3 2023 | 19 |
WELLS FARGO & COMPANY/MN | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
COMMONWEALTH EQUITY SERVICES, LLC | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Jacobi Capital Management LLC | 17 | 17 | 0.02% | 0.04% | 0.07% | Q3 2019 | Q3 2023 | 17 |
LPL Financial LLC | 17 | 17 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 17 |
RAYMOND JAMES & ASSOCIATES | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 17 |
Snowden Capital Advisors LLC | 9 | 8 | 0.02% | 0.03% | 0.05% | Q2 2019 | Q3 2023 | 17 |
ENVESTNET ASSET MANAGEMENT INC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
TRUSTCORE FINANCIAL SERVICES, LLC | 16 | 16 | 0.01% | 0.63% | 2.39% | Q1 2019 | Q4 2022 | 16 |
Cambridge Investment Research Advisors, Inc. | 10 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 16 |
Private Advisor Group, LLC | 16 | 16 | 0.02% | 0.03% | 0.06% | Q4 2019 | Q3 2023 | 16 |
Prospera Financial Services Inc | 13 | 3 | 0.01% | 0.04% | 0.20% | Q1 2019 | Q3 2023 | 16 |
1776 Wealth LLC | 16 | 16 | 0.12% | 0.51% | 0.67% | Q4 2019 | Q3 2023 | 16 |
Capital Asset Advisory Services LLC | 11 | 4 | 0.44% | 1.13% | 2.32% | Q4 2019 | Q3 2023 | 15 |
JANE STREET GROUP, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 15 |
Disciplined Investments, LLC | 15 | 15 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q2 2023 | 15 |
Cornerstone Wealth Management, LLC | 12 | 3 | 0.02% | 0.07% | 0.15% | Q4 2019 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Capital Investment Advisory Services, LLC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 14 |
Mutual Advisors, LLC | 14 | 14 | 0.06% | 0.21% | 0.28% | Q2 2020 | Q3 2023 | 14 |
G&S Capital LLC | 14 | 14 | 0.11% | 0.24% | 0.61% | Q4 2019 | Q1 2023 | 14 |
Atlas Private Wealth Advisors | 14 | 14 | 0.07% | 2.19% | 4.03% | Q2 2020 | Q3 2023 | 14 |
Raymond James Financial Services Advisors, Inc. | 14 | 14 | 0.00% | 0.01% | 0.04% | Q2 2020 | Q3 2023 | 14 |
Gladstone Institutional Advisory LLC | 12 | 2 | 0.02% | 1.51% | 4.71% | Q1 2020 | Q3 2023 | 14 |
HighTower Advisors, LLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q4 2022 | 13 |
American Portfolios Advisors | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2022 | 13 |
Cetera Advisors LLC | 12 | 12 | 0.02% | 0.07% | 0.10% | Q3 2019 | Q2 2022 | 12 |
Larson Financial Group LLC | 12 | 12 | 0.02% | 0.11% | 0.16% | Q4 2020 | Q3 2023 | 12 |
FinTrust Capital Advisors, LLC | 12 | 12 | 0.04% | 0.08% | 0.16% | Q4 2020 | Q3 2023 | 12 |
Kestra Advisory Services, LLC | 12 | 12 | 0.01% | 0.10% | 0.30% | Q4 2020 | Q3 2023 | 12 |
AE Wealth Management LLC | 11 | 11 | 0.00% | 0.10% | 0.14% | Q1 2021 | Q3 2023 | 11 |
Sigma Planning Corp | 11 | 11 | 0.02% | 0.03% | 0.09% | Q1 2021 | Q3 2023 | 11 |
TRUIST FINANCIAL CORP | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Cetera Investment Advisers | 8 | 1 | 0.00% | 0.02% | 0.05% | Q1 2020 | Q3 2023 | 11 |
IFP Advisors, Inc | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2022 | 10 |
STIFEL FINANCIAL CORP | 10 | 10 | 0.00% | 0.01% | 0.04% | Q1 2020 | Q2 2022 | 10 |
OneDigital Investment Advisors LLC | 6 | 4 | 0.01% | 0.11% | 0.26% | Q1 2019 | Q3 2023 | 10 |
Advisory Services Network, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q1 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
MML INVESTORS SERVICES, LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Sterling Manor Financial, LLC | 9 | 9 | 0.61% | 1.59% | 3.94% | Q4 2020 | Q4 2022 | 9 |
Citadel Advisors | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 9 |
Triton Wealth Management, PLLC | 9 | 9 | 0.13% | 0.52% | 2.07% | Q1 2020 | Q1 2022 | 9 |
NEXT Financial Group, Inc | 6 | 3 | 0.00% | 0.00% | 0.03% | Q3 2019 | Q4 2021 | 9 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.05% | 0.11% | 0.22% | Q4 2021 | Q3 2023 | 8 |
Valmark Advisers, Inc. | 8 | 8 | 0.03% | 0.09% | 0.15% | Q1 2019 | Q4 2020 | 8 |
XML Financial, LLC | 8 | 8 | 0.03% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
UBS Group AG | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2023 | 8 |
Ameritas Investment Company, LLC | 8 | 8 | 0.07% | 0.22% | 0.35% | Q4 2019 | Q3 2021 | 8 |
CWM, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Advisory Resource Group | 7 | 7 | 0.82% | 1.12% | 1.25% | Q4 2019 | Q2 2021 | 7 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 7 | 7 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 7 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 7 | 7 | 0.00% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Onyx Bridge Wealth Group LLC | 7 | 7 | 0.08% | 0.14% | 0.27% | Q1 2022 | Q3 2023 | 7 |
PRIVATE TRUST CO NA | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Janney Montgomery Scott LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2021 | 6 |
Western Wealth Management, LLC | 4 | 2 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 6 |
Tower Research Capital LLC (TRC) | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 6 |
StoneX Group Inc. | 6 | 6 | 0.09% | 0.26% | 0.41% | Q3 2020 | Q4 2021 | 6 |
Echo Wealth Management, LLC | 6 | 6 | 0.48% | 1.62% | 2.29% | Q1 2021 | Q2 2022 | 6 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 5 | 1 | 0.05% | 0.08% | 0.15% | Q2 2020 | Q4 2021 | 6 |
DHJJ Financial Advisors, Ltd. | 5 | 1 | 0.01% | 0.20% | 0.32% | Q4 2020 | Q3 2023 | 6 |
WEDBUSH SECURITIES INC | 6 | 6 | 0.02% | 0.04% | 0.10% | Q2 2019 | Q3 2020 | 6 |
BlackDiamond Wealth Management, LLC | 3 | 2 | 0.23% | 1.04% | 2.95% | Q4 2021 | Q1 2023 | 5 |
Integrated Wealth Concepts LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q4 2020 | 5 |
D.A. DAVIDSON & CO. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q2 2022 | 5 |
NewEdge Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
EdgeRock Capital LLC | 5 | 5 | 5.78% | 8.37% | 10.92% | Q2 2022 | Q2 2023 | 5 |
Belpointe Asset Management LLC | 5 | 5 | 0.01% | 0.03% | 0.06% | Q1 2022 | Q1 2023 | 5 |
Steward Partners Investment Advisory, LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
TD Capital Management LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 4 |
GPS Wealth Strategies Group, LLC | 4 | 4 | 0.08% | 0.13% | 0.22% | Q4 2022 | Q3 2023 | 4 |
AVANTAX ADVISORY SERVICES, INC. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2020 | 4 |
Golden State Wealth Management, LLC | 4 | 4 | 0.05% | 0.07% | 0.08% | Q2 2021 | Q1 2022 | 4 |
WEALTHSOURCE PARTNERS, LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
B. Riley Wealth Management, Inc. | 4 | 4 | 0.05% | 0.16% | 0.22% | Q1 2021 | Q4 2021 | 4 |
Financial Advocates Investment Management | 4 | 4 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q1 2023 | 4 |
Parkside Financial Bank & Trust | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Stratos Wealth Partners, LTD. | 3 | 3 | 0.07% | 0.07% | 0.09% | Q4 2019 | Q2 2020 | 3 |
BENJAMIN EDWARDS INC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Synergy Asset Management, LLC | 2 | 1 | 0.17% | 0.19% | 0.21% | Q1 2022 | Q2 2023 | 3 |
Atria Wealth Solutions, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Mach-1 Financial Group, LLC | 2 | 1 | 0.02% | 0.07% | 0.17% | Q2 2022 | Q1 2023 | 3 |
Kraft, Davis & Associates, LLC | 2 | 1 | 0.72% | 0.79% | 0.90% | Q4 2022 | Q3 2023 | 3 |
CAPTRUST FINANCIAL ADVISORS | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Ausdal Financial Partners, Inc. | 2 | 2 | 0.07% | 0.07% | 0.08% | Q4 2021 | Q1 2022 | 2 |
First Horizon Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
JPMORGAN CHASE & CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Advisor Group, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
Spire Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2021 | 2 |
Sound Income Strategies, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Meridian Wealth Management, LLC | 1 | 1 | 0.02% | 0.06% | 0.10% | Q3 2020 | Q2 2022 | 2 |
Bogart Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Keystone Financial Group | 2 | 2 | 0.70% | 1.06% | 1.42% | Q3 2019 | Q4 2019 | 2 |
FLOW TRADERS U.S. LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Cherry Creek Investment Advisors, Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2021 | Q2 2021 | 1 |
Wellington Shields & Co., LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2020 | Q1 2020 | 1 |
CATALYST PRIVATE WEALTH, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2020 | Q3 2020 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
BANK OF AMERICA CORP /DE/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
FMR LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Aprio Wealth Management, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2020 | Q3 2020 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Crumly & Associates Inc. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2019 | Q4 2019 | 1 |
AXXCESS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Arkadios Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
ShoreHaven Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2019 | Q4 2019 | 1 |
VERUS CAPITAL PARTNERS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
J Arnold Wealth Management Co | 1 | 1 | 0.88% | 0.88% | 0.88% | Q1 2020 | Q1 2020 | 1 |
Wealth Enhancement & Preservation of GA, LLC | 1 | 1 | 3.30% | 3.30% | 3.30% | Q1 2022 | Q1 2022 | 1 |
HUNTINGTON NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 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.