Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
IFP Advisors, Inc | 11 | 11 | 0.01% | 0.07% | 0.17% | Q1 2021 | Q3 2023 | 11 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 11 | 11 | 0.00% | 0.02% | 0.06% | Q1 2021 | Q3 2023 | 11 |
OSAIC HOLDINGS, INC. | 11 | 11 | 0.00% | 0.06% | 0.10% | Q1 2021 | Q3 2023 | 11 |
COMMONWEALTH EQUITY SERVICES, LLC | 11 | 11 | 0.01% | 0.03% | 0.05% | Q1 2021 | Q3 2023 | 11 |
Kestra Advisory Services, LLC | 10 | 10 | 0.00% | 0.04% | 0.13% | Q2 2021 | Q3 2023 | 10 |
Integrated Advisors Network LLC | 10 | 10 | 0.01% | 0.08% | 0.13% | Q2 2021 | Q3 2023 | 10 |
Cambridge Investment Research Advisors, Inc. | 10 | 10 | 0.00% | 0.03% | 0.05% | Q2 2021 | Q3 2023 | 10 |
Sigma Planning Corp | 10 | 10 | 0.01% | 0.02% | 0.05% | Q2 2021 | Q3 2023 | 10 |
EPG Wealth Management LLC | 10 | 10 | 0.06% | 0.08% | 0.09% | Q2 2021 | Q3 2023 | 10 |
ENVESTNET ASSET MANAGEMENT INC | 10 | 10 | 0.00% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
OneDigital Investment Advisors LLC | 10 | 10 | 0.02% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 10 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Cetera Investment Advisers | 9 | 9 | 0.02% | 0.08% | 0.12% | Q3 2021 | Q3 2023 | 9 |
Brookstone Capital Management | 9 | 9 | 0.01% | 0.02% | 0.04% | Q3 2021 | Q3 2023 | 9 |
HARBOUR INVESTMENTS, INC. | 6 | 3 | 0.00% | 0.24% | 0.74% | Q2 2021 | Q3 2023 | 9 |
Financial Advocates Investment Management | 9 | 9 | 0.02% | 0.38% | 0.59% | Q3 2021 | Q3 2023 | 9 |
AE Wealth Management LLC | 9 | 9 | 0.08% | 0.10% | 0.12% | Q3 2021 | Q3 2023 | 9 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 6 | 3 | 0.02% | 0.26% | 0.46% | Q2 2021 | Q3 2023 | 9 |
DHJJ Financial Advisors, Ltd. | 8 | 8 | 0.11% | 0.16% | 0.22% | Q4 2021 | Q3 2023 | 8 |
NewEdge Advisors, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Capital Analysts, LLC | 8 | 8 | 0.03% | 0.07% | 0.11% | Q4 2021 | Q3 2023 | 8 |
Castleview Partners, LLC | 8 | 8 | 0.17% | 0.44% | 0.65% | Q4 2021 | Q3 2023 | 8 |
Walkner Condon Financial Advisors LLC | 7 | 1 | 2.51% | 2.83% | 3.29% | Q2 2021 | Q3 2023 | 8 |
Cetera Advisor Networks LLC | 8 | 8 | 0.01% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Arkadios Wealth Advisors | 7 | 1 | 0.02% | 0.38% | 1.35% | Q2 2021 | Q3 2023 | 8 |
Cambridge Advisors Inc. | 8 | 8 | 0.07% | 0.13% | 0.17% | Q4 2021 | Q3 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.03% | 0.16% | 0.32% | Q4 2021 | Q3 2023 | 8 |
Integrity Financial Corp /WA | 8 | 8 | 3.23% | 3.93% | 4.82% | Q4 2021 | Q3 2023 | 8 |
Claro Advisors LLC | 8 | 8 | 0.21% | 0.29% | 0.37% | Q4 2021 | Q3 2023 | 8 |
Legacy Financial Group LLC | 8 | 8 | 0.53% | 1.55% | 2.61% | Q4 2021 | Q3 2023 | 8 |
Mutual Advisors, LLC | 7 | 7 | 0.02% | 0.04% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Strategic Blueprint, LLC | 7 | 7 | 0.03% | 0.08% | 0.11% | Q1 2022 | Q3 2023 | 7 |
First Heartland Consultants, Inc. | 7 | 7 | 0.08% | 0.15% | 0.20% | Q1 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.02% | 0.03% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Stonebridge Capital Advisors LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Kingsview Wealth Management, LLC | 6 | 1 | 0.03% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 7 |
Western Wealth Management, LLC | 7 | 7 | 0.05% | 0.07% | 0.09% | Q1 2022 | Q3 2023 | 7 |
Madrona Financial Services, LLC | 7 | 7 | 1.52% | 1.91% | 2.12% | Q1 2022 | Q3 2023 | 7 |
MML INVESTORS SERVICES, LLC | 7 | 7 | 0.02% | 0.03% | 0.05% | Q1 2022 | Q3 2023 | 7 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Mariner, LLC | 6 | 1 | 0.00% | 0.04% | 0.07% | Q4 2021 | Q3 2023 | 7 |
THRIVENT FINANCIAL FOR LUTHERANS | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q4 2022 | 7 |
Cetera Advisors LLC | 7 | 7 | 0.01% | 0.07% | 0.11% | Q1 2022 | Q3 2023 | 7 |
Snowden Capital Advisors LLC | 6 | 6 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q2 2023 | 6 |
CreativeOne Wealth, LLC | 6 | 6 | 0.05% | 0.12% | 0.22% | Q2 2022 | Q3 2023 | 6 |
CENTAURUS FINANCIAL, INC. | 6 | 6 | 0.05% | 0.10% | 0.18% | Q2 2022 | Q3 2023 | 6 |
Financial Strategies Group, Inc. | 6 | 6 | 0.33% | 3.34% | 4.12% | Q2 2022 | Q3 2023 | 6 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 6 |
McKinley Carter Wealth Services, Inc. | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Foundations Investment Advisors, LLC | 6 | 6 | 0.07% | 0.09% | 0.10% | Q2 2022 | Q3 2023 | 6 |
Santori & Peters, Inc. | 6 | 6 | 4.05% | 4.85% | 5.61% | Q2 2022 | Q3 2023 | 6 |
Janney Montgomery Scott LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
GW HENSSLER & ASSOCIATES LTD | 6 | 6 | 1.15% | 4.70% | 5.72% | Q2 2022 | Q3 2023 | 6 |
Quad-Cities Investment Group, LLC | 6 | 6 | 0.15% | 0.17% | 0.19% | Q4 2021 | Q1 2023 | 6 |
Larson Financial Group LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
UBS Group AG | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 5 |
OLD MISSION CAPITAL LLC | 2 | 1 | 0.01% | 0.03% | 0.05% | Q2 2021 | Q1 2023 | 5 |
LPL Financial LLC | 5 | 5 | 0.00% | 0.01% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Financial Partners Group, Inc | 5 | 5 | 0.12% | 0.48% | 1.07% | Q3 2021 | Q3 2022 | 5 |
Capital Asset Advisory Services LLC | 4 | 1 | 0.01% | 0.60% | 0.90% | Q2 2022 | Q3 2023 | 5 |
MONEY CONCEPTS CAPITAL CORP | 5 | 5 | 0.01% | 0.05% | 0.07% | Q4 2021 | Q4 2022 | 5 |
ARQ WEALTH ADVISORS, LLC | 4 | 1 | 0.60% | 0.64% | 0.70% | Q3 2021 | Q4 2022 | 5 |
American Portfolios Advisors | 5 | 5 | 0.00% | 0.06% | 0.09% | Q3 2021 | Q3 2022 | 5 |
Atria Investments, Inc | 5 | 5 | 0.14% | 0.25% | 0.36% | Q4 2021 | Q4 2022 | 5 |
MORGAN STANLEY | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
ROYAL BANK OF CANADA | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Echo Wealth Management, LLC | 5 | 5 | 0.25% | 0.36% | 0.58% | Q3 2022 | Q3 2023 | 5 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 5 | 5 | 0.13% | 0.15% | 0.16% | Q4 2021 | Q4 2022 | 5 |
SYNOVUS FINANCIAL CORP | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
TRUIST FINANCIAL CORP | 4 | 1 | 0.00% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 5 |
AVANTAX ADVISORY SERVICES, INC. | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Triumph Capital Management | 4 | 4 | 0.16% | 0.20% | 0.24% | Q1 2022 | Q4 2022 | 4 |
Citadel Advisors | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 4 |
Scissortail Wealth Management, LLC | 4 | 4 | 1.35% | 2.21% | 3.00% | Q3 2022 | Q2 2023 | 4 |
Alliance Wealth Advisors, LLC | 4 | 4 | 0.18% | 0.18% | 0.19% | Q4 2022 | Q3 2023 | 4 |
Strategic Asset Management, LLC | 4 | 4 | 0.11% | 0.18% | 0.22% | Q4 2021 | Q3 2022 | 4 |
Cooper Financial Group | 4 | 4 | 0.06% | 0.10% | 0.13% | Q4 2022 | Q3 2023 | 4 |
Trinity Wealth Management, LLC | 4 | 4 | 2.81% | 2.99% | 3.15% | Q1 2022 | Q4 2022 | 4 |
Family Capital Management, Inc. | 4 | 4 | 0.17% | 0.23% | 0.25% | Q4 2022 | Q3 2023 | 4 |
HighTower Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Clear Creek Financial Management, LLC | 4 | 4 | 0.04% | 0.26% | 0.46% | Q4 2022 | Q3 2023 | 4 |
IAMS WEALTH MANAGEMENT, LLC | 4 | 4 | 0.49% | 0.71% | 1.17% | Q4 2022 | Q3 2023 | 4 |
EdgeRock Capital LLC | 4 | 4 | 0.05% | 0.26% | 0.35% | Q3 2022 | Q2 2023 | 4 |
Sowell Financial Services LLC | 3 | 3 | 0.27% | 0.36% | 0.43% | Q1 2023 | Q3 2023 | 3 |
Strategic Financial Concepts, LLC | 3 | 3 | 0.08% | 0.10% | 0.13% | Q1 2023 | Q3 2023 | 3 |
Avior Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Cherry Creek Investment Advisors, Inc. | 3 | 3 | 0.32% | 0.65% | 1.11% | Q1 2022 | Q3 2022 | 3 |
Selective Wealth Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Fortress Wealth Group, LLC | 3 | 3 | 0.65% | 2.26% | 4.78% | Q2 2022 | Q4 2022 | 3 |
Lion Street Advisors, LLC | 1 | 1 | 0.17% | 0.18% | 0.20% | Q3 2022 | Q3 2023 | 3 |
Prostatis Group LLC | 1 | 1 | 0.03% | 2.59% | 4.06% | Q1 2022 | Q2 2023 | 3 |
Global Retirement Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Dynamic Advisor Solutions LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
JANE STREET GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 2 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 2 | 2 | 0.25% | 0.25% | 0.25% | Q1 2023 | Q2 2023 | 2 |
KFG WEALTH MANAGEMENT, LLC | 2 | 2 | 0.23% | 0.28% | 0.33% | Q4 2022 | Q1 2023 | 2 |
JPMORGAN CHASE & CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
CoreCap Advisors, LLC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q3 2022 | Q4 2022 | 2 |
Tradition Wealth Management, LLC | 2 | 2 | 0.08% | 0.11% | 0.13% | Q4 2021 | Q1 2022 | 2 |
Penserra Capital Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
CWM, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Patriot Financial Group Insurance Agency, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
PRIVATE TRUST CO NA | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Advisory Services Network, LLC | 1 | 1 | 0.00% | 0.05% | 0.09% | Q4 2022 | Q3 2023 | 2 |
Private Advisor Group, LLC | 1 | 1 | 0.01% | 0.04% | 0.07% | Q4 2022 | Q3 2023 | 2 |
Apollon Wealth Management, LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Onyx Bridge Wealth Group LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Catalyst Wealth Management, LLC | 2 | 2 | 1.81% | 1.87% | 1.92% | Q4 2022 | Q1 2023 | 2 |
TFB Advisors LLC | 2 | 2 | 0.39% | 0.71% | 1.02% | Q2 2023 | Q3 2023 | 2 |
Sanctuary Wealth Management, L.L.C. | 2 | 2 | 0.29% | 0.30% | 0.30% | Q2 2023 | Q3 2023 | 2 |
WOLVERINE TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 2 |
NEXT Financial Group, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 1.56% | 1.56% | 1.56% | Q4 2021 | Q4 2021 | 1 |
Aptus Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
N.E.W. Advisory Services LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2023 | Q3 2023 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
AMERIPRISE FINANCIAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
BENJAMIN EDWARDS INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Allworth Financial LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
GOLDMAN SACHS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Center for Financial Planning, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Bartlett & Co. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2023 | Q2 2023 | 1 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Stratos Wealth Partners, LTD. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
B. Riley Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Second Half Financial Partners, LLC | 1 | 1 | 0.88% | 0.88% | 0.88% | Q2 2023 | Q2 2023 | 1 |
HBW ADVISORY SERVICES LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2022 | Q2 2022 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Truadvice, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2021 | Q2 2021 | 1 |
Schubert & Co | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2023 | Q2 2023 | 1 |
BANK OF MONTREAL /CAN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
IFG Advisory, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Octavia Wealth Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
Kure Advisory, LLC | 1 | 1 | 7.64% | 7.64% | 7.64% | Q3 2023 | Q3 2023 | 1 |
Integrated Wealth Concepts LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Centennial Wealth Advisory LLC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q3 2023 | Q3 2023 | 1 |
Pallas Capital Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2022 | Q3 2022 | 1 |
AXXCESS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q3 2023 | Q3 2023 | 1 |
BANK OF AMERICA CORP /DE/ | 1 | 1 | 0.00% | 0.00% | 0.00% | 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.