Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Integrated Wealth Concepts LLC | 8 | 8 | 0.01% | 0.03% | 0.08% | Q4 2021 | Q3 2023 | 8 |
OSAIC HOLDINGS, INC. | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
PERSONAL CFO SOLUTIONS, LLC | 8 | 8 | 0.05% | 0.13% | 0.21% | Q4 2021 | Q3 2023 | 8 |
COMMONWEALTH EQUITY SERVICES, LLC | 8 | 8 | 0.01% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 8 | 8 | 0.42% | 0.54% | 0.61% | Q4 2021 | Q3 2023 | 8 |
Cetera Advisors LLC | 8 | 8 | 0.05% | 0.13% | 0.28% | Q4 2021 | Q3 2023 | 8 |
Clear Creek Financial Management, LLC | 8 | 8 | 0.08% | 0.11% | 0.14% | Q4 2021 | Q3 2023 | 8 |
Cambridge Investment Research Advisors, Inc. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Kestra Advisory Services, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
ENVESTNET ASSET MANAGEMENT INC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
DHJJ Financial Advisors, Ltd. | 8 | 8 | 0.23% | 0.28% | 0.35% | Q4 2021 | Q3 2023 | 8 |
IFP Advisors, Inc | 8 | 8 | 0.01% | 0.03% | 0.07% | Q4 2021 | Q3 2023 | 8 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 8 | 8 | 0.00% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
NewEdge Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Cetera Advisor Networks LLC | 8 | 8 | 0.01% | 0.03% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Pitti Group Wealth Management, LLC | 8 | 8 | 3.15% | 4.63% | 6.15% | Q4 2021 | Q3 2023 | 8 |
Ellsworth Advisors, LLC | 7 | 7 | 0.74% | 0.84% | 0.96% | Q1 2022 | Q3 2023 | 7 |
Valtinson Bruner Financial Planning LLC | 6 | 1 | 0.19% | 1.31% | 2.60% | Q4 2021 | Q3 2023 | 7 |
HARBOUR INVESTMENTS, INC. | 6 | 1 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 7 |
ROVIN CAPITAL /UT/ /ADV | 4 | 3 | 0.21% | 0.30% | 0.51% | Q4 2021 | Q3 2023 | 7 |
Harvest Investment Services, LLC | 7 | 7 | 0.30% | 0.40% | 0.49% | Q1 2022 | Q3 2023 | 7 |
Jaffetilchin Investment Partners, LLC | 7 | 7 | 0.02% | 0.11% | 0.18% | Q1 2022 | Q3 2023 | 7 |
Tradition Wealth Management, LLC | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 7 | 7 | 0.15% | 0.19% | 0.28% | Q1 2022 | Q3 2023 | 7 |
SYNOVUS FINANCIAL CORP | 7 | 7 | 0.02% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Aptus Capital Advisors, LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Sigma Planning Corp | 7 | 7 | 0.01% | 0.04% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
CENTAURUS FINANCIAL, INC. | 6 | 6 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Citadel Advisors | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 6 |
UBS Group AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
HBW ADVISORY SERVICES LLC | 6 | 6 | 0.05% | 0.06% | 0.07% | Q2 2022 | Q3 2023 | 6 |
Ameritas Advisory Services, LLC | 4 | 2 | 0.01% | 0.03% | 0.06% | Q1 2022 | Q3 2023 | 6 |
AE Wealth Management LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
WEDBUSH SECURITIES INC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Capital Analysts, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
SILVER OAK SECURITIES, INCORPORATED | 5 | 5 | 0.04% | 0.05% | 0.05% | Q3 2022 | Q3 2023 | 5 |
OLD MISSION CAPITAL LLC | 4 | 1 | 0.01% | 0.01% | 0.03% | Q4 2021 | Q1 2023 | 5 |
Financial Guidance Group, Inc. | 5 | 5 | 0.16% | 0.39% | 0.56% | Q3 2022 | Q3 2023 | 5 |
TOWNSQUARE CAPITAL LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Atria Investments, Inc | 3 | 2 | 0.02% | 0.04% | 0.07% | Q4 2021 | Q3 2023 | 5 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 4 |
Financial Advocates Investment Management | 4 | 4 | 0.06% | 0.08% | 0.08% | Q4 2022 | Q3 2023 | 4 |
First Heartland Consultants, Inc. | 4 | 4 | 0.03% | 0.05% | 0.08% | Q1 2022 | Q4 2022 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Strategic Asset Management, LLC | 4 | 4 | 0.76% | 0.99% | 1.10% | Q4 2021 | Q3 2022 | 4 |
KFG WEALTH MANAGEMENT, LLC | 4 | 4 | 0.14% | 0.18% | 0.25% | Q4 2022 | Q3 2023 | 4 |
Regal Investment Advisors LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
MGO ONE SEVEN LLC | 4 | 4 | 0.01% | 0.03% | 0.04% | Q4 2021 | Q3 2022 | 4 |
Wealthcare Advisory Partners LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
CWM, LLC | 4 | 4 | 0.01% | 0.05% | 0.08% | Q4 2022 | Q3 2023 | 4 |
IAMS WEALTH MANAGEMENT, LLC | 4 | 4 | 0.35% | 0.40% | 0.47% | Q4 2022 | Q3 2023 | 4 |
American Portfolios Advisors | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q3 2022 | 4 |
Avidian Wealth Solutions, LLC | 3 | 3 | 0.22% | 0.33% | 0.40% | Q1 2023 | Q3 2023 | 3 |
WELLS FARGO & COMPANY/MN | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
Maltin Wealth Management, Inc. | 2 | 1 | 0.71% | 0.73% | 0.76% | Q4 2021 | Q3 2022 | 3 |
Cetera Investment Advisers | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Avior Wealth Management, LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Private Advisory Group LLC | 3 | 3 | 0.11% | 0.11% | 0.11% | Q4 2022 | Q2 2023 | 3 |
Onyx Bridge Wealth Group LLC | 2 | 1 | 0.08% | 0.14% | 0.18% | Q2 2022 | Q3 2023 | 3 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3 | 3 | 0.01% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Retirement Planning Group, LLC | 3 | 3 | 0.08% | 0.11% | 0.12% | Q1 2022 | Q3 2022 | 3 |
Sowell Financial Services LLC | 2 | 1 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 3 |
Sound View Wealth Advisors Group, LLC | 3 | 3 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Authentikos Wealth Advisory, LLC | 3 | 3 | 1.93% | 2.10% | 2.20% | Q1 2023 | Q3 2023 | 3 |
S.C. Financial Services, Inc. | 3 | 3 | 0.69% | 0.94% | 1.30% | Q2 2022 | Q4 2022 | 3 |
Lunt Capital Management, Inc. | 2 | 2 | 0.99% | 1.02% | 1.06% | Q2 2023 | Q3 2023 | 2 |
Larson Financial Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
JPMORGAN CHASE & CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Patriot Financial Group Insurance Agency, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q2 2022 | 2 |
Advisory Services Network, LLC | 1 | 1 | 0.00% | 0.04% | 0.08% | Q1 2023 | Q3 2023 | 2 |
ASSETMARK, INC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
LPL Financial LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Brookstone Capital Management | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Prospera Financial Services Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Mariner, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Simplicity Wealth,LLC | 2 | 2 | 0.54% | 0.61% | 0.68% | Q4 2022 | Q1 2023 | 2 |
Pallas Capital Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
WEALTHSOURCE PARTNERS, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
STEPHENS INC /AR/ | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2023 | Q3 2023 | 1 |
Riverview Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Sargent Bickham Lagudis LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Carolina Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Triumph Capital Management | 1 | 1 | 0.38% | 0.38% | 0.38% | Q1 2022 | Q1 2022 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Live Oak Investment Partners | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Centennial Wealth Advisory LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Kingsview Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Advisory Alpha, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
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.