FIRST TR EXCHANGE-TRADED FD shareholder history

Current and past FIRST TR EXCHANGE-TRADED FD shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
BENJAMIN F. EDWARDS & COMPANY, INC. 23230.00%0.00%0.00%Q1 2018Q3 202323
LPL Financial LLC 23230.00%0.00%0.01%Q1 2018Q3 202323
BANK OF AMERICA CORP /DE/ 23230.00%0.00%0.00%Q1 2018Q3 202323
ROYAL BANK OF CANADA 23230.00%0.00%0.00%Q1 2018Q3 202323
IFP Advisors, Inc 1710.00%0.00%0.01%Q1 2016Q3 202322
Raymond James Financial Services Advisors, Inc. 22220.00%0.00%0.01%Q2 2018Q3 202322
FIRST TRUST ADVISORS LP 22220.00%0.00%0.01%Q2 2018Q3 202322
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1390.00%0.00%0.00%Q1 2018Q3 202322
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.15%0.36%Q3 2018Q3 202321
COMMONWEALTH EQUITY SERVICES, LLC 1290.00%0.00%0.01%Q1 2018Q3 202321
BLAIR WILLIAM & CO/IL 21210.00%0.00%0.00%Q3 2018Q3 202321
JANE STREET GROUP, LLC 1110.00%0.00%0.00%Q2 2018Q3 202320
Global Retirement Partners, LLC 1310.00%0.00%0.00%Q3 2018Q3 202319
BANK OF MONTREAL /CAN/ 920.00%0.00%0.00%Q1 2018Q3 202319
WELLS FARGO & COMPANY/MN 19190.00%0.00%0.00%Q1 2019Q3 202319
UBS Group AG 910.00%0.00%0.00%Q1 2018Q3 202318
CWM, LLC 1080.00%0.00%0.00%Q1 2019Q3 202318
Citadel Advisors 1020.00%0.00%0.00%Q1 2018Q4 202217
RAYMOND JAMES & ASSOCIATES 1140.00%0.00%0.00%Q2 2018Q3 202315
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
Geneos Wealth Management Inc. 14140.00%0.00%0.00%Q1 2018Q2 202114
Cambridge Investment Research Advisors, Inc. 1130.00%0.00%0.01%Q1 2018Q3 202314
MORGAN STANLEY 950.00%0.00%0.00%Q1 2018Q3 202314
CITIGROUP INC 14140.00%0.00%0.00%Q1 2018Q2 202114
Janney Montgomery Scott LLC 610.00%0.00%0.00%Q1 2018Q1 202213
Equitable Holdings, Inc. 13130.01%0.01%0.01%Q3 2020Q3 202313
TRUIST FINANCIAL CORP 11110.00%0.00%0.00%Q1 2021Q3 202311
NEXT Financial Group, Inc 610.00%0.00%0.01%Q4 2018Q4 202111
ENVESTNET ASSET MANAGEMENT INC 910.00%0.00%0.00%Q2 2018Q3 202311
Cedar Mountain Advisors, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
OPPENHEIMER ASSET MANAGEMENT INC. 11110.01%0.01%0.01%Q1 2021Q3 202311
Steward Partners Investment Advisory, LLC 11110.00%0.01%0.02%Q1 2021Q3 202311
PIN OAK INVESTMENT ADVISORS INC 10100.10%0.11%0.12%Q2 2021Q3 202310
Rockefeller Capital Management L.P. 10100.00%0.00%0.00%Q1 2020Q2 202210
HARBOUR INVESTMENTS, INC. 640.00%0.00%0.00%Q1 2021Q3 202310
CREATIVE FINANCIAL DESIGNS INC /ADV 810.00%0.00%0.00%Q1 2021Q3 20239
AMERIPRISE FINANCIAL INC 990.00%0.00%0.00%Q3 2021Q3 20239
Kestra Advisory Services, LLC 540.00%0.01%0.01%Q2 2021Q3 20239
PSI Advisors, LLC 990.00%0.00%0.00%Q3 2021Q3 20239
AE Wealth Management LLC 880.00%0.00%0.01%Q4 2021Q3 20238
Capital Analysts, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
TD Waterhouse Canada Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
KESTRA PRIVATE WEALTH SERVICES, LLC 880.01%0.01%0.02%Q2 2021Q1 20238
Financial Engines Advisors L.L.C. 880.00%0.01%0.01%Q4 2021Q3 20238
TrueWealth Advisors, LLC 880.09%0.33%0.50%Q2 2021Q1 20238
LADENBURG THALMANN FINANCIAL SERVICES INC. 880.00%0.00%0.00%Q1 2018Q4 20198
WealthCare Investment Partners, LLC 880.27%0.35%0.46%Q4 2021Q3 20238
OPPENHEIMER & CO INC 880.01%0.01%0.02%Q1 2021Q4 20228
Advisor Group, Inc. 880.00%0.00%0.00%Q1 2018Q4 20198
Accel Wealth Management 880.00%0.01%0.01%Q2 2021Q1 20238
STIFEL FINANCIAL CORP 880.00%0.00%0.00%Q2 2018Q1 20208
Wealthcare Advisory Partners LLC 880.00%0.01%0.02%Q1 2018Q4 20198
Gladstone Institutional Advisory LLC 880.02%0.03%0.05%Q3 2021Q2 20238
EUDAIMONIA ADVISORS LLC 880.14%0.36%0.90%Q4 2021Q3 20238
Eudaimonia Partners, LLC 610.00%0.11%0.26%Q1 2021Q3 20237
Tyler-Stone Wealth Management 520.02%0.03%0.03%Q4 2021Q3 20237
CENTRAL TRUST Co 770.00%0.00%0.00%Q1 2022Q3 20237
TRUE Private Wealth Advisors 510.01%0.01%0.02%Q3 2018Q4 20207
FLAGSTAR ADVISORS INC 770.06%0.14%0.18%Q1 2022Q3 20237
Tower Research Capital LLC (TRC) 410.00%0.00%0.00%Q1 2018Q1 20226
JFS WEALTH ADVISORS, LLC 660.00%0.00%0.00%Q3 2021Q4 20226
Spire Wealth Management 660.00%0.00%0.00%Q1 2021Q2 20226
Vontobel Holding Ltd. 660.00%0.00%0.01%Q2 2022Q3 20236
Advisory Services Network, LLC 210.00%0.00%0.00%Q1 2020Q1 20236
VALLEY WEALTH MANAGERS, INC. 660.00%0.00%0.00%Q2 2022Q3 20236
FMR LLC 310.00%0.00%0.00%Q1 2019Q3 20225
Stratos Wealth Advisors, LLC 550.14%0.17%0.21%Q1 2021Q1 20225
Rise Advisors, LLC 550.00%0.00%0.00%Q4 2021Q4 20225
PATHSTONE FAMILY OFFICE, LLC 410.00%0.00%0.01%Q1 2018Q3 20195
TORONTO DOMINION BANK 320.00%0.00%0.00%Q3 2018Q3 20235
Gradient Investments LLC 550.00%0.00%0.01%Q3 2022Q3 20235
Carroll Financial Associates, Inc. 410.00%0.00%0.00%Q3 2019Q4 20215
SRS Capital Advisors, Inc. 550.00%0.01%0.01%Q3 2022Q3 20235
YorkBridge Wealth Partners, LLC 550.00%0.00%0.00%Q2 2018Q2 20195
ARMSTRONG ADVISORY GROUP, INC 440.00%0.00%0.00%Q4 2022Q3 20234
Capital Investment Advisory Services, LLC 440.00%0.00%0.01%Q4 2018Q3 20194
Intercontinental Wealth Advisors, LLC 440.04%0.05%0.05%Q2 2021Q1 20224
Stratos Wealth Partners, LTD. 210.00%0.00%0.01%Q1 2018Q3 20214
Cetera Investment Advisers 310.00%0.01%0.01%Q3 2021Q4 20224
Bogart Wealth, LLC 440.00%0.00%0.00%Q4 2021Q3 20224
Snowden Capital Advisors LLC 220.00%0.01%0.01%Q3 2019Q1 20224
Sowell Financial Services LLC 310.00%0.00%0.00%Q3 2019Q1 20214
Integrated Wealth Concepts LLC 440.01%0.02%0.03%Q3 2021Q2 20224
American Portfolios Advisors 440.00%0.00%0.00%Q4 2021Q3 20224
Sanctuary Wealth Management, L.L.C. 210.01%0.01%0.01%Q1 2010Q3 20234
HighTower Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Financial Advisors Network, Inc. 440.07%0.11%0.17%Q3 2021Q2 20224
J.P. Morgan Private Wealth Advisors LLC 440.00%0.00%0.00%Q2 2021Q1 20224
Alpha Omega Group, Inc. 442.92%4.85%5.94%Q4 2022Q3 20234
Stonebridge Financial Planning Group, LLC 440.05%0.05%0.06%Q1 2021Q4 20214
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 210.00%0.03%0.06%Q4 2020Q2 20234
FIFTH THIRD BANCORP 440.00%0.00%0.00%Q1 2018Q4 20184
CAPTRUST FINANCIAL ADVISORS 330.00%0.00%0.00%Q4 2021Q2 20223
Coppell Advisory Solutions LLC 210.00%0.00%0.00%Q4 2022Q3 20233
AdvisorNet Financial, Inc 330.00%0.00%0.00%Q1 2018Q3 20183
ICA Group Wealth Management, LLC 330.02%0.03%0.03%Q4 2022Q2 20233
Kingsbury Capital Investment Advisors LLC 331.18%1.26%1.34%Q1 2022Q3 20223
Cetera Advisors LLC 110.01%0.01%0.01%Q1 2018Q3 20213
Belpointe Asset Management LLC 330.02%0.02%0.03%Q3 2022Q1 20233
McIlrath & Eck, LLC 330.00%0.00%0.00%Q2 2021Q4 20213
TRUSTCORE FINANCIAL SERVICES, LLC 330.00%0.00%0.00%Q1 2021Q3 20213
Householder Group Estate & Retirement Specialist, LLC 110.01%0.02%0.02%Q3 2022Q3 20233
DEUTSCHE BANK AG\ 330.00%0.00%0.00%Q1 2018Q3 20183
VERUS CAPITAL PARTNERS, LLC 220.01%0.01%0.02%Q4 2019Q1 20202
Advisors Preferred, LLC 110.01%0.02%0.03%Q1 2023Q3 20232
Prospera Financial Services Inc 220.08%0.08%0.08%Q1 2022Q2 20222
Savior LLC 220.01%0.01%0.01%Q1 2021Q2 20212
Beacon Capital Management, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
Icon Wealth Partners, LLC 110.00%0.00%0.00%Q2 2018Q1 20192
Mirae Asset Global Investments Co., Ltd. 220.00%0.00%0.00%Q4 2021Q1 20222
Golden State Wealth Management, LLC 220.01%0.01%0.01%Q1 2019Q2 20192
SEAVIEW INVESTMENT MANAGERS LLC 220.38%0.38%0.39%Q2 2023Q3 20232
Westside Investment Management, Inc. 220.00%0.00%0.00%Q1 2021Q2 20212
OLD MISSION CAPITAL LLC 110.02%0.04%0.06%Q3 2022Q1 20232
SeaCrest Wealth Management, LLC 110.02%0.02%0.02%Q4 2021Q2 20222
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q1 2022Q4 20222
Realta Investment Advisors 110.00%0.00%0.00%Q4 2022Q2 20232
FLOW TRADERS U.S. LLC 110.03%0.03%0.03%Q2 2021Q2 20232
Millburn Ridgefield Corp 110.00%0.00%0.00%Q1 2023Q3 20232
MGO ONE SEVEN LLC 110.00%0.00%0.00%Q1 2018Q4 20182
MANUFACTURERS LIFE INSURANCE COMPANY, THE 220.00%0.00%0.00%Q1 2018Q2 20182
Smith Anglin Financial, LLC 220.04%0.06%0.08%Q4 2020Q1 20212
PNC FINANCIAL SERVICES GROUP, INC. 220.00%0.00%0.00%Q1 2023Q2 20232
Cetera Advisor Networks LLC 110.00%0.00%0.00%Q2 2020Q2 20201
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 110.00%0.00%0.00%Q2 2023Q2 20231
Csenge Advisory Group 110.02%0.02%0.02%Q1 2022Q1 20221
Clearwater Capital Advisors, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
JPMORGAN CHASE & CO 110.00%0.00%0.00%Q3 2023Q3 20231
Parallel Advisors, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Patriot Financial Group Insurance Agency, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Insight Advisors, LLC/ PA 110.07%0.07%0.07%Q2 2021Q2 20211
NewEdge Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
North Star Investment Management Corp. 110.00%0.00%0.00%Q2 2018Q2 20181
Samalin Investment Counsel, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Ameritas Investment Company, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Comprehensive Financial Consultants Institutional, Inc. 110.04%0.04%0.04%Q4 2021Q4 20211
Cutter & CO Brokerage, Inc. 110.10%0.10%0.10%Q1 2018Q1 20181
Private Advisor Group, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Ten Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Coppell Advisory Solutions Corp. 110.00%0.00%0.00%Q4 2022Q4 20221
TOWNSQUARE CAPITAL LLC 110.01%0.01%0.01%Q3 2021Q3 20211
Arkadios Wealth Advisors 110.00%0.00%0.00%Q1 2021Q1 20211
PROVENCE WEALTH MANAGEMENT GROUP 110.04%0.04%0.04%Q3 2023Q3 20231
Oxler Private Wealth LLC 110.05%0.05%0.05%Q3 2022Q3 20221
DHJJ Financial Advisors, Ltd. 110.00%0.00%0.00%Q3 2023Q3 20231
FLAGSHIP HARBOR ADVISORS, LLC 110.03%0.03%0.03%Q1 2021Q1 20211
External links

This page lists all the filers that currently own FIRST TR EXCHANGE-TRADED FD or have owned FIRST TR EXCHANGE-TRADED FD in the past.