Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
OSAIC HOLDINGS, INC. | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
COMMONWEALTH EQUITY SERVICES, LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Truadvice, LLC | 12 | 12 | 0.32% | 0.46% | 0.77% | Q4 2020 | Q3 2023 | 12 |
Kestra Advisory Services, LLC | 12 | 12 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Cambridge Investment Research Advisors, Inc. | 12 | 12 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 12 |
IFP Advisors, Inc | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Cetera Advisors LLC | 12 | 12 | 0.02% | 0.05% | 0.09% | Q4 2020 | Q3 2023 | 12 |
AE Wealth Management LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Archer Investment Corp | 10 | 10 | 0.06% | 0.10% | 0.20% | Q2 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.04% | 0.08% | Q1 2021 | Q3 2023 | 10 |
WEDBUSH SECURITIES INC | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Cetera Investment Advisers | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Wagner Wealth Management, LLC | 8 | 8 | 0.04% | 0.16% | 0.44% | Q4 2021 | Q3 2023 | 8 |
Mariner, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
SOA Wealth Advisors, LLC. | 8 | 8 | 0.04% | 0.05% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Mutual Advisors, LLC | 8 | 8 | 0.02% | 0.09% | 0.32% | Q4 2021 | Q3 2023 | 8 |
Integrity Financial Corp /WA | 8 | 8 | 0.19% | 0.39% | 0.58% | Q4 2021 | Q3 2023 | 8 |
Citadel Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 8 |
1776 Wealth LLC | 8 | 8 | 0.18% | 0.20% | 0.22% | Q4 2021 | Q3 2023 | 8 |
American Portfolios Advisors | 8 | 8 | 0.00% | 0.41% | 1.09% | Q4 2020 | Q3 2022 | 8 |
Keystone Wealth Services, LLC | 8 | 8 | 0.77% | 0.98% | 1.06% | Q4 2021 | Q3 2023 | 8 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 8 | 8 | 0.04% | 0.08% | 0.13% | Q4 2021 | Q3 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Cetera Advisor Networks LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Cedar Brook Financial Partners, LLC | 8 | 8 | 0.09% | 0.13% | 0.19% | Q4 2021 | Q3 2023 | 8 |
MML INVESTORS SERVICES, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
TRUSTCORE FINANCIAL SERVICES, LLC | 8 | 8 | 0.02% | 0.04% | 0.08% | Q1 2021 | Q4 2022 | 8 |
ENVESTNET ASSET MANAGEMENT INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
UBS Group AG | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 8 |
McKinley Carter Wealth Services, Inc. | 7 | 7 | 0.04% | 0.06% | 0.08% | Q1 2022 | Q3 2023 | 7 |
Rockefeller Capital Management L.P. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Global Retirement Partners, LLC | 7 | 7 | 0.11% | 0.14% | 0.22% | Q1 2022 | Q3 2023 | 7 |
ROYAL BANK OF CANADA | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Sunbelt Securities, Inc. | 7 | 7 | 0.06% | 0.07% | 0.08% | Q1 2022 | Q3 2023 | 7 |
Janney Montgomery Scott LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
Quantum Private Wealth, LLC | 6 | 6 | 0.09% | 0.12% | 0.15% | Q4 2021 | Q1 2023 | 6 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 6 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 4 | 2 | 0.09% | 0.12% | 0.15% | Q4 2021 | Q3 2023 | 6 |
MORGAN STANLEY | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 4 | 2 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 6 |
LPL Financial LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Strategic Blueprint, LLC | 5 | 5 | 0.03% | 0.07% | 0.10% | Q4 2021 | Q4 2022 | 5 |
Fragasso Group Inc. | 5 | 5 | 0.04% | 0.05% | 0.08% | Q4 2022 | Q4 2023 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.63% | 0.97% | 1.41% | Q3 2021 | Q3 2022 | 5 |
Raymond James Financial Services Advisors, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Tanglewood Legacy Advisors, LLC | 4 | 4 | 0.38% | 0.39% | 0.41% | Q4 2022 | Q3 2023 | 4 |
StoneX Group Inc. | 3 | 1 | 0.06% | 0.07% | 0.11% | Q4 2021 | Q3 2023 | 4 |
FLAGSTAR ADVISORS INC | 4 | 4 | 0.10% | 0.12% | 0.13% | Q4 2022 | Q3 2023 | 4 |
Paragon Capital Management Ltd | 4 | 4 | 0.18% | 0.19% | 0.20% | Q4 2022 | Q3 2023 | 4 |
CreativeOne Wealth, LLC | 2 | 2 | 0.02% | 0.03% | 0.06% | Q2 2022 | Q2 2023 | 4 |
First Heartland Consultants, Inc. | 4 | 4 | 0.02% | 0.05% | 0.09% | Q2 2022 | Q1 2023 | 4 |
Spire Wealth Management | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
TRUIST FINANCIAL CORP | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Trek Financial, LLC | 4 | 4 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q3 2023 | 4 |
AVANTAX ADVISORY SERVICES, INC. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Summit Financial Wealth Advisors, LLC | 3 | 1 | 0.05% | 2.71% | 4.13% | Q1 2022 | Q1 2023 | 4 |
Patriot Financial Group Insurance Agency, LLC | 4 | 4 | 0.01% | 0.04% | 0.06% | Q4 2021 | Q3 2022 | 4 |
OPPENHEIMER & CO INC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
RAYMOND JAMES & ASSOCIATES | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Valtinson Bruner Financial Planning LLC | 4 | 4 | 0.45% | 0.47% | 0.48% | Q4 2022 | Q3 2023 | 4 |
DHJJ Financial Advisors, Ltd. | 4 | 4 | 0.16% | 0.16% | 0.17% | Q4 2022 | Q3 2023 | 4 |
CWM, LLC | 4 | 4 | 0.01% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Steward Partners Investment Advisory, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Capital Analysts, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q1 2023 | 4 |
Aptus Capital Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Cascadia Advisory Services, LLC | 3 | 3 | 0.06% | 0.22% | 0.55% | Q1 2021 | Q3 2021 | 3 |
NewEdge Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Prosperity Consulting Group, LLC | 3 | 3 | 0.10% | 0.13% | 0.14% | Q1 2023 | Q3 2023 | 3 |
Vivaldi Capital Management LP | 3 | 3 | 0.07% | 0.07% | 0.08% | Q1 2021 | Q3 2021 | 3 |
Atria Wealth Solutions, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
CAPTRUST FINANCIAL ADVISORS | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
JPMORGAN CHASE & CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Pitti Group Wealth Management, LLC | 3 | 3 | 0.42% | 0.43% | 0.45% | Q1 2023 | Q3 2023 | 3 |
WOLFF WIESE MAGANA LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
MGO ONE SEVEN LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q2 2023 | 3 |
WOLVERINE TRADING, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 3 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 3 | 3 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Prospera Financial Services Inc | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q2 2023 | 3 |
Grant Street Asset Management, Inc. | 2 | 1 | 0.09% | 0.12% | 0.18% | Q1 2021 | Q3 2022 | 3 |
HighTower Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Kingsview Wealth Management, LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2021 | 3 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
Naviter Wealth, LLC | 2 | 2 | 0.05% | 0.15% | 0.25% | Q2 2023 | Q3 2023 | 2 |
ROVIN CAPITAL /UT/ /ADV | 2 | 2 | 1.05% | 1.13% | 1.21% | Q1 2021 | Q2 2021 | 2 |
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 2 | 2 | 0.92% | 0.94% | 0.97% | Q4 2022 | Q1 2023 | 2 |
Bleakley Financial Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Simplicity Solutions, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
SageView Advisory Group, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Atria Investments, Inc | 1 | 1 | 0.02% | 0.03% | 0.05% | Q3 2021 | Q1 2022 | 2 |
WELLS FARGO & COMPANY/MN | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q3 2022 | 2 |
Pinnacle Wealth Planning Services, Inc. | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q1 2023 | 2 |
Apollon Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Legacy CG, LLC | 2 | 2 | 4.40% | 4.55% | 4.70% | Q1 2023 | Q2 2023 | 2 |
OLD MISSION CAPITAL LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q3 2022 | 2 |
CENTAURUS FINANCIAL, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
Ignite Planners, LLC | 2 | 2 | 0.09% | 0.09% | 0.10% | Q1 2023 | Q2 2023 | 2 |
GOLDMAN SACHS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Snowden Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Allen Capital Group, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2023 | Q1 2023 | 1 |
Sowell Financial Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
VERUS CAPITAL PARTNERS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
VisionPoint Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
JANE STREET GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Cypress Wealth Services, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2021 | Q1 2021 | 1 |
GeoWealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
BANK OF THE WEST | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Sage Capital Advisors,llc | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2022 | Q3 2022 | 1 |
Stratos Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
KRAEMATON INVESTMENT ADVISORS, INC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q4 2022 | 1 |
OneDigital Investment Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
S.C. Financial Services, Inc. | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2022 | Q1 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.