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
OSAIC HOLDINGS, INC. 12120.00%0.01%0.02%Q4 2020Q3 202312
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 12120.00%0.01%0.01%Q4 2020Q3 202312
COMMONWEALTH EQUITY SERVICES, LLC 12120.00%0.01%0.02%Q4 2020Q3 202312
Truadvice, LLC 12120.32%0.46%0.77%Q4 2020Q3 202312
Kestra Advisory Services, LLC 12120.00%0.01%0.03%Q4 2020Q3 202312
Cambridge Investment Research Advisors, Inc. 12120.00%0.02%0.04%Q4 2020Q3 202312
IFP Advisors, Inc 12120.00%0.01%0.01%Q4 2020Q3 202312
Cetera Advisors LLC 12120.02%0.05%0.09%Q4 2020Q3 202312
AE Wealth Management LLC 11110.00%0.01%0.01%Q1 2021Q3 202311
Archer Investment Corp 10100.06%0.10%0.20%Q2 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.01%0.04%0.08%Q1 2021Q3 202310
WEDBUSH SECURITIES INC 880.02%0.02%0.02%Q4 2021Q3 20238
Cetera Investment Advisers 880.00%0.01%0.01%Q4 2021Q3 20238
Wagner Wealth Management, LLC 880.04%0.16%0.44%Q4 2021Q3 20238
Mariner, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
SOA Wealth Advisors, LLC. 880.04%0.05%0.05%Q4 2021Q3 20238
Mutual Advisors, LLC 880.02%0.09%0.32%Q4 2021Q3 20238
Integrity Financial Corp /WA 880.19%0.39%0.58%Q4 2021Q3 20238
Citadel Advisors 440.00%0.00%0.00%Q4 2020Q4 20228
1776 Wealth LLC 880.18%0.20%0.22%Q4 2021Q3 20238
American Portfolios Advisors 880.00%0.41%1.09%Q4 2020Q3 20228
Keystone Wealth Services, LLC 880.77%0.98%1.06%Q4 2021Q3 20238
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 880.04%0.08%0.13%Q4 2021Q3 20238
Ameritas Advisory Services, LLC 880.02%0.03%0.04%Q4 2021Q3 20238
Cetera Advisor Networks LLC 880.00%0.01%0.01%Q4 2021Q3 20238
Cedar Brook Financial Partners, LLC 880.09%0.13%0.19%Q4 2021Q3 20238
MML INVESTORS SERVICES, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
TRUSTCORE FINANCIAL SERVICES, LLC 880.02%0.04%0.08%Q1 2021Q4 20228
ENVESTNET ASSET MANAGEMENT INC 880.00%0.00%0.00%Q4 2021Q3 20238
UBS Group AG 420.00%0.00%0.00%Q4 2020Q2 20238
McKinley Carter Wealth Services, Inc. 770.04%0.06%0.08%Q1 2022Q3 20237
Rockefeller Capital Management L.P. 770.00%0.00%0.01%Q1 2022Q3 20237
Global Retirement Partners, LLC 770.11%0.14%0.22%Q1 2022Q3 20237
ROYAL BANK OF CANADA 770.00%0.00%0.00%Q1 2022Q3 20237
Sunbelt Securities, Inc. 770.06%0.07%0.08%Q1 2022Q3 20237
Janney Montgomery Scott LLC 520.00%0.00%0.00%Q4 2021Q3 20237
Quantum Private Wealth, LLC 660.09%0.12%0.15%Q4 2021Q1 20236
SUSQUEHANNA INTERNATIONAL GROUP, LLP 210.00%0.00%0.00%Q2 2021Q3 20236
FSB PREMIER WEALTH MANAGEMENT, INC. 420.09%0.12%0.15%Q4 2021Q3 20236
MORGAN STANLEY 660.00%0.00%0.00%Q2 2022Q3 20236
KESTRA PRIVATE WEALTH SERVICES, LLC 420.01%0.02%0.03%Q4 2021Q3 20236
LPL Financial LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Strategic Blueprint, LLC 550.03%0.07%0.10%Q4 2021Q4 20225
Fragasso Group Inc. 550.04%0.05%0.08%Q4 2022Q4 20235
Strategic Asset Management, LLC 550.63%0.97%1.41%Q3 2021Q3 20225
Raymond James Financial Services Advisors, Inc. 550.00%0.00%0.00%Q3 2022Q3 20235
BENJAMIN F. EDWARDS & COMPANY, INC. 550.00%0.00%0.00%Q4 2021Q4 20225
Tanglewood Legacy Advisors, LLC 440.38%0.39%0.41%Q4 2022Q3 20234
StoneX Group Inc. 310.06%0.07%0.11%Q4 2021Q3 20234
FLAGSTAR ADVISORS INC 440.10%0.12%0.13%Q4 2022Q3 20234
Paragon Capital Management Ltd 440.18%0.19%0.20%Q4 2022Q3 20234
CreativeOne Wealth, LLC 220.02%0.03%0.06%Q2 2022Q2 20234
First Heartland Consultants, Inc. 440.02%0.05%0.09%Q2 2022Q1 20234
Spire Wealth Management 440.00%0.00%0.00%Q4 2022Q3 20234
TRUIST FINANCIAL CORP 440.01%0.01%0.02%Q4 2022Q3 20234
Trek Financial, LLC 440.06%0.06%0.06%Q4 2022Q3 20234
AVANTAX ADVISORY SERVICES, INC. 440.00%0.01%0.01%Q4 2022Q3 20234
Summit Financial Wealth Advisors, LLC 310.05%2.71%4.13%Q1 2022Q1 20234
Patriot Financial Group Insurance Agency, LLC 440.01%0.04%0.06%Q4 2021Q3 20224
OPPENHEIMER & CO INC 440.01%0.02%0.03%Q4 2022Q3 20234
RAYMOND JAMES & ASSOCIATES 440.00%0.00%0.00%Q4 2022Q3 20234
Valtinson Bruner Financial Planning LLC 440.45%0.47%0.48%Q4 2022Q3 20234
DHJJ Financial Advisors, Ltd. 440.16%0.16%0.17%Q4 2022Q3 20234
CWM, LLC 440.01%0.03%0.04%Q4 2022Q3 20234
Steward Partners Investment Advisory, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Capital Analysts, LLC 440.00%0.01%0.01%Q2 2022Q1 20234
Aptus Capital Advisors, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Cascadia Advisory Services, LLC 330.06%0.22%0.55%Q1 2021Q3 20213
NewEdge Advisors, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Prosperity Consulting Group, LLC 330.10%0.13%0.14%Q1 2023Q3 20233
Vivaldi Capital Management LP 330.07%0.07%0.08%Q1 2021Q3 20213
Atria Wealth Solutions, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
CAPTRUST FINANCIAL ADVISORS 330.00%0.00%0.00%Q1 2023Q3 20233
JPMORGAN CHASE & CO 330.00%0.00%0.00%Q4 2022Q2 20233
Pitti Group Wealth Management, LLC 330.42%0.43%0.45%Q1 2023Q3 20233
WOLFF WIESE MAGANA LLC 330.01%0.01%0.01%Q1 2023Q3 20233
MGO ONE SEVEN LLC 330.02%0.02%0.03%Q4 2022Q2 20233
WOLVERINE TRADING, LLC 210.00%0.00%0.00%Q2 2022Q1 20233
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 330.06%0.06%0.06%Q1 2023Q3 20233
Prospera Financial Services Inc 210.00%0.01%0.01%Q1 2022Q2 20233
Grant Street Asset Management, Inc. 210.09%0.12%0.18%Q1 2021Q3 20223
HighTower Advisors, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Kingsview Wealth Management, LLC 330.01%0.02%0.03%Q1 2021Q3 20213
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q1 2022Q4 20222
Naviter Wealth, LLC 220.05%0.15%0.25%Q2 2023Q3 20232
ROVIN CAPITAL /UT/ /ADV 221.05%1.13%1.21%Q1 2021Q2 20212
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 220.92%0.94%0.97%Q4 2022Q1 20232
Bleakley Financial Group, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Simplicity Solutions, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
SageView Advisory Group, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
Atria Investments, Inc 110.02%0.03%0.05%Q3 2021Q1 20222
WELLS FARGO & COMPANY/MN 220.00%0.00%0.00%Q1 2023Q2 20232
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 220.04%0.04%0.04%Q2 2022Q3 20222
Pinnacle Wealth Planning Services, Inc. 220.05%0.05%0.05%Q4 2022Q1 20232
Apollon Wealth Management, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Legacy CG, LLC 224.40%4.55%4.70%Q1 2023Q2 20232
OLD MISSION CAPITAL LLC 220.03%0.03%0.03%Q2 2022Q3 20222
CENTAURUS FINANCIAL, INC. 220.01%0.01%0.01%Q1 2022Q2 20222
Ignite Planners, LLC 220.09%0.09%0.10%Q1 2023Q2 20232
GOLDMAN SACHS GROUP INC 110.00%0.00%0.00%Q1 2021Q1 20211
Snowden Capital Advisors LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Allen Capital Group, LLC 110.10%0.10%0.10%Q1 2023Q1 20231
Sowell Financial Services LLC 110.00%0.00%0.00%Q1 2021Q1 20211
VERUS CAPITAL PARTNERS, LLC 110.03%0.03%0.03%Q1 2022Q1 20221
VisionPoint Advisory Group, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
JANE STREET GROUP, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Gerber Kawasaki Wealth & Investment Management 110.02%0.02%0.02%Q1 2023Q1 20231
Cypress Wealth Services, LLC 110.07%0.07%0.07%Q1 2021Q1 20211
GeoWealth Management, LLC 110.02%0.02%0.02%Q3 2022Q3 20221
BANK OF THE WEST 110.04%0.04%0.04%Q4 2022Q4 20221
Sage Capital Advisors,llc 110.11%0.11%0.11%Q3 2022Q3 20221
Stratos Wealth Advisors, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
NBC SECURITIES, INC. 110.02%0.02%0.02%Q3 2023Q3 20231
KRAEMATON INVESTMENT ADVISORS, INC 110.09%0.09%0.09%Q4 2022Q4 20221
OneDigital Investment Advisors LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Envestnet Portfolio Solutions, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
S.C. Financial Services, Inc. 110.28%0.28%0.28%Q1 2022Q1 20221
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.