FIRST TR HIGH YIELD OPPRT 20 shareholder history

Current and past FIRST TR HIGH YIELD OPPRT 20 shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
MORGAN STANLEY 14140.00%0.01%0.01%Q2 2020Q3 202314
Arete Wealth Advisors, LLC 14140.48%0.88%1.24%Q2 2020Q3 202314
ENVESTNET ASSET MANAGEMENT INC 14140.00%0.00%0.01%Q2 2020Q3 202314
Private Advisory Group LLC 14140.43%1.70%3.73%Q2 2020Q3 202314
Kovack Advisors, Inc. 14140.02%0.05%0.12%Q2 2020Q3 202314
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 14140.00%0.01%0.02%Q2 2020Q3 202314
THOROUGHBRED FINANCIAL SERVICES, LLC 14140.07%0.19%0.39%Q2 2020Q3 202314
OSAIC HOLDINGS, INC. 14140.00%0.00%0.01%Q2 2020Q3 202314
Cambridge Investment Research Advisors, Inc. 14140.01%0.02%0.03%Q2 2020Q3 202314
ROYAL BANK OF CANADA 14140.00%0.00%0.00%Q2 2020Q3 202314
Kestra Advisory Services, LLC 13130.02%0.04%0.07%Q3 2020Q3 202313
COMMONWEALTH EQUITY SERVICES, LLC 13130.01%0.02%0.02%Q3 2020Q3 202313
UBS Group AG 13130.00%0.00%0.00%Q3 2020Q3 202313
D.A. DAVIDSON & CO. 13130.01%0.02%0.06%Q3 2020Q3 202313
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 13130.02%0.14%0.37%Q3 2020Q3 202313
WEDBUSH SECURITIES INC 13130.02%0.04%0.05%Q3 2020Q3 202313
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 12120.43%0.59%0.84%Q4 2020Q3 202312
KESTRA PRIVATE WEALTH SERVICES, LLC 12120.01%0.07%0.13%Q4 2020Q3 202312
WELLS FARGO & COMPANY/MN 12120.00%0.00%0.00%Q4 2020Q3 202312
LPL Financial LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
Janney Montgomery Scott LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
Invesco Ltd. 10100.00%0.00%0.00%Q2 2021Q3 202310
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 990.00%0.00%0.00%Q3 2021Q3 20239
STIFEL FINANCIAL CORP 810.00%0.00%0.00%Q2 2021Q3 20239
OPPENHEIMER & CO INC 990.00%0.01%0.02%Q3 2021Q3 20239
Penserra Capital Management LLC 990.08%0.18%0.27%Q3 2021Q3 20239
RIVERNORTH CAPITAL MANAGEMENT, LLC 720.22%0.73%0.97%Q1 2021Q3 20239
B. Riley Wealth Advisors, Inc. 710.01%0.03%0.07%Q2 2020Q3 20228
B. Riley Wealth Management, Inc. 880.00%0.08%0.13%Q3 2020Q2 20228
Matisse Capital 620.07%0.30%0.58%Q1 2021Q3 20238
JPMORGAN CHASE & CO 880.00%0.00%0.00%Q4 2021Q3 20238
Focused Wealth Management, Inc 880.00%0.00%0.00%Q4 2021Q3 20238
NovaPoint Capital, LLC 880.07%0.08%0.10%Q4 2021Q3 20238
WOLVERINE ASSET MANAGEMENT LLC 620.00%0.01%0.02%Q1 2021Q2 20238
Spire Wealth Management 710.00%0.03%0.07%Q1 2021Q1 20238
EverSource Wealth Advisors, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
RAYMOND JAMES & ASSOCIATES 770.00%0.00%0.00%Q1 2022Q3 20237
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 610.04%0.52%0.81%Q3 2021Q3 20237
COLUMBIA ADVISORY PARTNERS LLC 770.14%0.23%0.34%Q1 2022Q3 20237
1607 Capital Partners, LLC 770.02%0.15%0.20%Q1 2022Q3 20237
HERITAGE WEALTH MANAGEMENT, LLC 430.00%0.02%0.05%Q1 2021Q4 20227
Shaker Financial Services, LLC 770.13%0.31%0.92%Q1 2022Q3 20237
Oder Investment Management, LLC 771.52%1.65%1.86%Q1 2022Q3 20237
IFP Advisors, Inc 770.00%0.00%0.00%Q1 2022Q3 20237
Narwhal Capital Management 770.03%0.07%0.11%Q1 2021Q3 20227
Camelot Portfolios, LLC 660.25%0.38%0.53%Q2 2022Q3 20236
Integrated Wealth Concepts LLC 660.02%0.04%0.06%Q2 2022Q3 20236
BANK OF AMERICA CORP /DE/ 660.00%0.00%0.00%Q2 2021Q3 20226
Sterling Manor Financial, LLC 662.27%2.95%3.44%Q4 2020Q1 20226
Logan Stone Capital, LLC 660.28%0.75%1.65%Q2 2022Q3 20236
Fortitude Advisory Group L.L.C. 420.09%0.15%0.19%Q4 2021Q3 20236
Advisory Services Network, LLC 410.00%0.01%0.01%Q2 2021Q3 20236
Arkadios Wealth Advisors 660.02%0.05%0.06%Q4 2020Q1 20226
Relative Value Partners Group, LLC 660.05%0.14%0.22%Q2 2022Q3 20236
Raymond James Financial Services Advisors, Inc. 660.00%0.01%0.02%Q2 2022Q3 20236
Ameritas Advisory Services, LLC 660.01%0.14%0.23%Q4 2021Q1 20236
AXXCESS WEALTH MANAGEMENT, LLC 550.09%0.13%0.15%Q4 2021Q4 20225
Saba Capital Management, L.P. 410.01%0.05%0.08%Q2 2022Q3 20235
Atria Wealth Solutions, Inc. 550.00%0.00%0.00%Q3 2022Q3 20235
CoreCap Advisors, LLC 550.05%0.06%0.08%Q4 2021Q4 20225
Ignite Planners, LLC 550.09%0.34%0.88%Q4 2021Q4 20225
Rise Advisors, LLC 550.01%0.01%0.01%Q3 2022Q3 20235
ACG Wealth 410.00%0.05%0.09%Q2 2020Q2 20225
20/20 Capital Management, Inc. 550.42%0.63%0.83%Q2 2020Q2 20215
SIT INVESTMENT ASSOCIATES INC 440.09%0.15%0.26%Q4 2022Q3 20234
Tower Research Capital LLC (TRC) 210.00%0.00%0.00%Q3 2020Q4 20224
TRUIST FINANCIAL CORP 440.00%0.00%0.00%Q1 2021Q4 20214
Elequin Capital, LP 440.01%0.04%0.13%Q4 2022Q3 20234
US BANCORP \DE\ 310.00%0.00%0.00%Q4 2021Q2 20234
TFB Advisors LLC 440.83%1.43%2.15%Q4 2022Q3 20234
Geneos Wealth Management Inc. 440.00%0.00%0.00%Q4 2022Q3 20234
Bullseye Investment Management, LLC 440.96%1.87%2.37%Q4 2022Q3 20234
Cetera Investment Advisers 440.00%0.00%0.00%Q4 2022Q3 20234
Insight Advisors, LLC/ PA 440.08%0.10%0.11%Q4 2022Q3 20234
KENNEDY INVESTMENT GROUP 447.21%7.97%8.59%Q4 2022Q3 20234
Pekin Hardy Strauss, Inc. 440.06%0.07%0.08%Q4 2022Q3 20234
WealthPLAN Partners, LLC 220.01%0.03%0.05%Q2 2020Q2 20234
Ameritas Investment Company, LLC 330.14%0.24%0.42%Q4 2020Q2 20213
Sunbelt Securities, Inc. 330.00%0.01%0.01%Q1 2023Q3 20233
Glass Jacobson Investment Advisors llc 210.00%0.00%0.00%Q4 2022Q3 20233
Almitas Capital LLC 210.11%0.28%0.44%Q2 2022Q1 20233
MILLENNIUM MANAGEMENT LLC 110.00%0.00%0.00%Q4 2020Q3 20233
Castle Rock Wealth Management, LLC 331.23%1.54%1.95%Q2 2020Q4 20203
Snowden Capital Advisors LLC 330.00%0.01%0.01%Q4 2021Q2 20223
WINTRUST INVESTMENTS LLC 330.02%0.02%0.02%Q1 2023Q3 20233
ADVENT CAPITAL MANAGEMENT /DE/ 330.04%0.04%0.05%Q1 2023Q3 20233
Prime Capital Investment Advisors, LLC 210.01%0.01%0.01%Q4 2022Q3 20233
Atlas Wealth LLC 330.06%0.23%0.37%Q1 2023Q3 20233
Walkner Condon Financial Advisors LLC 330.78%1.08%1.50%Q2 2020Q4 20203
U.S. Capital Wealth Advisors, LLC 210.00%0.01%0.01%Q1 2022Q4 20223
AQR Arbitrage LLC 330.01%0.04%0.07%Q1 2023Q3 20233
First Heartland Consultants, Inc. 220.04%0.04%0.04%Q3 2020Q4 20202
BOOTHBAY FUND MANAGEMENT, LLC 110.00%0.02%0.03%Q4 2022Q3 20232
Catalyst Wealth Management, LLC 221.26%1.32%1.39%Q4 2022Q1 20232
Cresset Asset Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Bulldog Investors, LLP 220.14%0.20%0.27%Q2 2023Q3 20232
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 220.01%0.01%0.01%Q2 2023Q3 20232
WHITTIER TRUST CO 220.00%0.00%0.00%Q1 2022Q2 20222
FMR LLC 110.00%0.00%0.00%Q1 2021Q3 20232
Apollon Wealth Management, LLC 220.05%0.06%0.06%Q2 2023Q3 20232
METEORA CAPITAL, LLC 110.11%0.18%0.25%Q4 2022Q3 20232
HighTower Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20222
BlackRock Inc. 220.00%0.00%0.00%Q2 2022Q3 20222
MGO Private Wealth, LLC 220.11%0.11%0.11%Q3 2022Q4 20222
EPG Wealth Management LLC 220.10%0.10%0.10%Q1 2022Q2 20222
Patriot Financial Group Insurance Agency, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
COMMERCE BANK 110.00%0.00%0.00%Q3 2022Q3 20221
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
True Capital Management 110.14%0.14%0.14%Q4 2022Q4 20221
Moser Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Cetera Advisor Networks LLC 110.00%0.00%0.00%Q3 2022Q3 20221
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 110.05%0.05%0.05%Q4 2022Q4 20221
Perigon Wealth Management, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
HUNTINGTON NATIONAL BANK 110.00%0.00%0.00%Q1 2023Q1 20231
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
GTS SECURITIES LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Prospera Financial Services Inc 110.00%0.00%0.00%Q1 2022Q1 20221
NewEdge Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Weiss Asset Management LP 110.02%0.02%0.02%Q1 2023Q1 20231
SUSQUEHANNA INTERNATIONAL GROUP, LLP 110.00%0.00%0.00%Q4 2022Q4 20221
M Holdings Securities, Inc. 110.01%0.01%0.01%Q1 2022Q1 20221
MONEY CONCEPTS CAPITAL CORP 110.04%0.04%0.04%Q4 2020Q4 20201
Citadel Advisors 110.00%0.00%0.00%Q2 2022Q2 20221
BESSEMER GROUP INC 110.00%0.00%0.00%Q4 2022Q4 20221
GOLDMAN SACHS GROUP INC 110.00%0.00%0.00%Q1 2022Q1 20221
Raleigh Capital Management Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
FNY Investment Advisers, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
TRANSCEND CAPITAL ADVISORS, LLC 110.04%0.04%0.04%Q4 2021Q4 20211
Quantedge Capital Pte Ltd 110.05%0.05%0.05%Q2 2022Q2 20221
External links

This page lists all the filers that currently own FIRST TR HIGH YIELD OPPRT 20 or have owned FIRST TR HIGH YIELD OPPRT 20 in the past.