Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Geneos Wealth Management Inc. | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
ALTFEST L J & CO INC | 11 | 11 | 0.08% | 0.14% | 0.21% | Q1 2021 | Q3 2023 | 11 |
OSAIC HOLDINGS, INC. | 11 | 11 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Darwin Wealth Management, LLC | 11 | 11 | 1.18% | 2.61% | 3.71% | Q1 2021 | Q3 2023 | 11 |
Walkner Condon Financial Advisors LLC | 11 | 11 | 0.14% | 1.88% | 3.37% | Q1 2021 | Q3 2023 | 11 |
LPL Financial LLC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Cambridge Investment Research Advisors, Inc. | 11 | 11 | 0.00% | 0.01% | 0.04% | Q1 2021 | Q3 2023 | 11 |
JANE STREET GROUP, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 10 |
Chicago Partners Investment Group LLC | 10 | 10 | 0.06% | 0.08% | 0.10% | Q2 2021 | Q3 2023 | 10 |
AlphaMark Advisors, LLC | 10 | 10 | 0.06% | 0.15% | 0.26% | Q2 2021 | Q3 2023 | 10 |
CHIRON CAPITAL MANAGEMENT, LLC | 9 | 9 | 0.21% | 0.55% | 0.83% | Q1 2021 | Q1 2023 | 9 |
Atria Investments, Inc | 9 | 9 | 0.02% | 0.06% | 0.10% | Q1 2021 | Q1 2023 | 9 |
Equitable Holdings, Inc. | 9 | 9 | 0.02% | 0.03% | 0.03% | Q3 2021 | Q3 2023 | 9 |
HARBOUR INVESTMENTS, INC. | 6 | 3 | 0.00% | 0.11% | 0.21% | Q2 2021 | Q3 2023 | 9 |
GeoWealth Management, LLC | 9 | 9 | 0.07% | 0.18% | 0.37% | Q3 2021 | Q3 2023 | 9 |
WealthOne, LLC | 9 | 9 | 0.10% | 0.28% | 0.47% | Q3 2021 | Q3 2023 | 9 |
Cambridge Advisors Inc. | 9 | 9 | 0.32% | 0.38% | 0.45% | Q2 2021 | Q2 2023 | 9 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 8 | 8 | 0.02% | 0.06% | 0.16% | Q4 2021 | Q3 2023 | 8 |
VICTORY CAPITAL MANAGEMENT INC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q2 2023 | 8 |
B. Riley Wealth Advisors, Inc. | 8 | 8 | 0.01% | 0.02% | 0.05% | Q2 2021 | Q1 2023 | 8 |
Arkadios Wealth Advisors | 4 | 4 | 0.03% | 0.05% | 0.09% | Q2 2021 | Q3 2023 | 8 |
IFP Advisors, Inc | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
Csenge Advisory Group | 8 | 8 | 0.02% | 0.32% | 0.57% | Q1 2021 | Q4 2022 | 8 |
Cetera Investment Advisers | 8 | 8 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q1 2023 | 8 |
StoneX Group Inc. | 5 | 3 | 0.09% | 0.44% | 1.74% | Q1 2021 | Q3 2023 | 8 |
Private Advisor Group, LLC | 7 | 7 | 0.00% | 0.02% | 0.04% | Q2 2021 | Q4 2022 | 7 |
Wagner Wealth Management, LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
AE Wealth Management LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q2 2023 | 7 |
Aptus Capital Advisors, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Rockefeller Capital Management L.P. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 7 |
COMMONWEALTH EQUITY SERVICES, LLC | 7 | 7 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q3 2022 | 7 |
Snowden Capital Advisors LLC | 7 | 7 | 0.01% | 0.06% | 0.18% | Q4 2021 | Q2 2023 | 7 |
Raymond James Financial Services Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 7 |
Global Retirement Partners, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
American Portfolios Advisors | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2022 | 7 |
Citadel Advisors | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 7 |
TELEMUS CAPITAL, LLC | 4 | 3 | 0.03% | 0.12% | 0.27% | Q4 2021 | Q3 2023 | 7 |
Castleview Partners, LLC | 7 | 7 | 0.06% | 0.33% | 0.88% | Q4 2021 | Q2 2023 | 7 |
UBS Group AG | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 7 |
B. Riley Wealth Management, Inc. | 6 | 6 | 0.00% | 0.12% | 0.20% | Q1 2021 | Q2 2022 | 6 |
ICA Group Wealth Management, LLC | 6 | 6 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q2 2023 | 6 |
Spire Wealth Management | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q4 2022 | 6 |
PALLADIUM PARTNERS LLC | 6 | 6 | 0.25% | 0.90% | 1.32% | Q4 2020 | Q1 2022 | 6 |
MORGAN STANLEY | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
Kestra Advisory Services, LLC | 5 | 1 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q4 2022 | 6 |
Sigma Planning Corp | 5 | 1 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q2 2023 | 6 |
NewEdge Advisors, LLC | 5 | 1 | 0.00% | 0.02% | 0.05% | Q2 2021 | Q4 2022 | 6 |
Cerity Partners LLC | 6 | 6 | 0.00% | 0.09% | 0.23% | Q2 2022 | Q3 2023 | 6 |
Barber Financial Group, Inc. | 6 | 6 | 0.08% | 0.12% | 0.16% | Q4 2021 | Q1 2023 | 6 |
WELLS FARGO & COMPANY/MN | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
ENVESTNET ASSET MANAGEMENT INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
Ameritas Advisory Services, LLC | 6 | 6 | 0.02% | 0.04% | 0.07% | Q4 2021 | Q1 2023 | 6 |
OLD MISSION CAPITAL LLC | 4 | 1 | 0.01% | 0.04% | 0.11% | Q3 2021 | Q4 2022 | 5 |
Secure Asset Management, LLC | 5 | 5 | 0.30% | 0.34% | 0.38% | Q1 2021 | Q1 2022 | 5 |
First Heartland Consultants, Inc. | 5 | 5 | 0.04% | 0.68% | 1.66% | Q1 2021 | Q1 2022 | 5 |
Sterling Manor Financial, LLC | 5 | 5 | 0.42% | 1.74% | 3.76% | Q2 2021 | Q2 2022 | 5 |
Gladstone Institutional Advisory LLC | 5 | 5 | 0.02% | 0.85% | 1.67% | Q2 2021 | Q2 2022 | 5 |
Prospera Financial Services Inc | 5 | 5 | 0.13% | 0.16% | 0.18% | Q1 2021 | Q1 2022 | 5 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
MML INVESTORS SERVICES, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 4 |
USAdvisors Wealth Management, LLC | 4 | 4 | 2.08% | 2.18% | 2.36% | Q4 2021 | Q3 2022 | 4 |
RDA Financial Network | 4 | 4 | 0.45% | 0.54% | 0.64% | Q4 2021 | Q3 2022 | 4 |
CENTAURUS FINANCIAL, INC. | 4 | 4 | 0.02% | 0.20% | 0.34% | Q1 2022 | Q4 2022 | 4 |
CreativeOne Wealth, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q2 2023 | 4 |
Blackhawk Capital Partners LLC. | 3 | 1 | 0.54% | 1.03% | 1.64% | Q3 2021 | Q2 2023 | 4 |
RAYMOND JAMES & ASSOCIATES | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
Janney Montgomery Scott LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
Congress Wealth Management LLC / DE / | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
GREAT VALLEY ADVISOR GROUP, INC. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q1 2023 | 4 |
CREDIT SUISSE AG/ | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 4 |
SILVER OAK SECURITIES, INCORPORATED | 2 | 2 | 0.03% | 0.11% | 0.19% | Q1 2022 | Q1 2023 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.01% | 0.65% | 0.96% | Q4 2022 | Q3 2023 | 4 |
Cornerstone Wealth Management, LLC | 4 | 4 | 0.03% | 0.11% | 0.23% | Q2 2021 | Q1 2022 | 4 |
BKA Wealth Consulting, Inc. | 4 | 4 | 1.38% | 1.57% | 1.75% | Q1 2022 | Q4 2022 | 4 |
Financial Advocates Investment Management | 4 | 4 | 0.01% | 0.13% | 0.18% | Q2 2021 | Q1 2022 | 4 |
BREITER CAPITAL MANAGEMENT INC | 4 | 4 | 0.19% | 0.41% | 0.69% | Q2 2021 | Q1 2022 | 4 |
Running Point Capital Advisors, LLC | 4 | 4 | 0.11% | 0.14% | 0.16% | Q3 2021 | Q2 2022 | 4 |
AdvisorNet Financial, Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
WEDBUSH SECURITIES INC | 3 | 3 | 0.03% | 0.05% | 0.09% | Q1 2021 | Q3 2021 | 3 |
Asset Dedication, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
GDS Wealth Management | 3 | 3 | 1.38% | 1.39% | 1.40% | Q1 2023 | Q3 2023 | 3 |
Ausdal Financial Partners, Inc. | 3 | 3 | 0.04% | 0.09% | 0.11% | Q1 2022 | Q3 2022 | 3 |
Cetera Advisor Networks LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Elevated Capital Advisors, LLC | 3 | 3 | 0.46% | 0.52% | 0.55% | Q1 2023 | Q3 2023 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
CITIGROUP INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
MGO ONE SEVEN LLC | 3 | 3 | 0.05% | 0.08% | 0.12% | Q2 2021 | Q4 2021 | 3 |
FMR LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 3 |
Mach-1 Financial Group, LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q2 2022 | Q1 2023 | 3 |
Root Financial Partners, LLC | 3 | 3 | 0.24% | 0.31% | 0.40% | Q1 2023 | Q3 2023 | 3 |
BANK OF AMERICA CORP /DE/ | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
ROYAL BANK OF CANADA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
BLAIR WILLIAM & CO/IL | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 3 |
Drake & Associates, LLC | 3 | 3 | 0.12% | 4.55% | 6.78% | Q2 2022 | Q4 2022 | 3 |
GOLDMAN SACHS GROUP INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
FLOW TRADERS U.S. LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
Advisor Resource Council | 2 | 2 | 0.38% | 0.46% | 0.53% | Q2 2023 | Q3 2023 | 2 |
CONDOR CAPITAL MANAGEMENT | 2 | 2 | 0.12% | 0.26% | 0.41% | Q3 2022 | Q4 2022 | 2 |
TRUIST FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 2 |
Mattern Wealth Management LLC | 2 | 2 | 0.24% | 1.57% | 2.91% | Q3 2021 | Q4 2021 | 2 |
Ameritas Investment Company, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q2 2021 | 2 |
ORG Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Aspire Private Capital, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Security Financial Services, INC. | 2 | 2 | 0.11% | 0.11% | 0.12% | Q1 2022 | Q2 2022 | 2 |
Fortress Wealth Group, LLC | 2 | 2 | 0.55% | 0.64% | 0.74% | Q2 2021 | Q3 2021 | 2 |
Atria Wealth Solutions, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
Wealth Advisory Solutions, LLC | 2 | 2 | 0.14% | 0.33% | 0.52% | Q1 2022 | Q2 2022 | 2 |
EPG Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Weaver Consulting Group | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Integrated Wealth Concepts LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
PFG Private Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
WCG Wealth Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Endurance Wealth Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CWA Asset Management Group, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
TRUSTCORE FINANCIAL SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Avior Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 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.