News + Filings Key Docs Ownership
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FIRST TR EXCH TRD ALPHDX FD (FPA)
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Portfolio as of: |
| Name | Shares | Change | Value | % Port | % OS | Hist | Date |
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LPL Financial LLC
| 41,425 | 41,425 | 1,110,604,000 | 0.00 | |
Hist
| 03/31/2023 |
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SignalPoint Asset Management, LLC
| 30,585 | -428 | 811,420,000 | 0.25 | |
Hist
| 06/30/2023 |
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RPg Family Wealth Advisory, LLC
| 20,917 | 20,917 | 554,936,000 | 0.22 | |
Hist
| 06/30/2023 |
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Atria Wealth Solutions, Inc.
| 20,136 | 1,360 | 534,208,000 | 0.01 | |
Hist
| 06/30/2023 |
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Rathbones Group PLC
| 19,797 | 689 | 525,214,000 | 0.00 | |
Hist
| 06/30/2023 |
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Vivaldi Capital Management LP
| 10,185 | -3,966 | 270,208,000 | 0.08 | |
Hist
| 06/30/2023 |
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MORGAN STANLEY
| 9,325 | -636 | 247,392,000 | 0.00 | |
Hist
| 06/30/2023 |
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Walker Asset Management, LLC
| 7,611 | 7,611 | 201,920,000 | 0.17 | |
Hist
| 06/30/2023 |
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ADVISOR GROUP HOLDINGS, INC.
| 1,500 | -50 | 39,795,000 | | |
Hist
| 06/30/2023 |
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WELLS FARGO & COMPANY/MN
| 144 | 0 | 3,820,000 | 0.00 | |
Hist
| 06/30/2023 |
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BENJAMIN F. EDWARDS & COMPANY, INC.
| 3,090 | -1,345 | 82,000 | 0.00 | |
Hist
| 06/30/2023 |
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NEXT Financial Group, Inc
| 228 | 0 | 7,000 | 0.00 | |
Hist
| 12/31/2021 |
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