News + Filings Key Docs Ownership
|
|
FIRST TR EXCH TRADED FD III (FTLS)
|
|
|
Portfolio as of: |
| Name | Shares | Change | Value | % Port | % OS | Hist | Date |
|
MORGAN STANLEY
| 1,879,858 | 280,175 | 99,237,704,000 | 0.01 | |
Hist
| 06/30/2023 |
|
ROYAL BANK OF CANADA
| 1,542,326 | -158,807 | 81,419,000,000 | 0.02 | |
Hist
| 06/30/2023 |
|
LPL Financial LLC
| 811,291 | 48,276 | 41,221,713,000 | 0.03 | |
Hist
| 03/31/2023 |
|
TRUIST FINANCIAL CORP
| 395,587 | 113,060 | 19,332,344,000 | 0.03 | |
Hist
| 12/31/2022 |
|
Financial Enhancement Group LLC
| 307,289 | -4,696 | 16,501,400,000 | 3.05 | |
Hist
| 06/30/2023 |
|
ENVESTNET ASSET MANAGEMENT INC
| 223,579 | 13,643 | 11,802,754,000 | 0.01 | |
Hist
| 06/30/2023 |
|
HighTower Advisors, LLC
| 197,930 | 141,267 | 10,446,000,000 | 0.02 | |
Hist
| 06/30/2023 |
|
WealthPLAN Partners, LLC
| 203,758 | -184,935 | 10,352,931,000 | 1.18 | |
Hist
| 03/31/2023 |
|
LFA - Lugano Financial Advisors SA
| 155,461 | -4,643 | 8,206,786,000 | 5.46 | |
Hist
| 06/30/2023 |
|
CENTRAL TRUST Co
| 158,444 | 106,165 | 7,743,158,000 | 0.24 | |
Hist
| 12/31/2022 |
|
WealthPlan Investment Management, LLC
| 124,737 | -57,272 | 6,584,871,000 | | |
Hist
| 06/30/2023 |
|
Cornerstone Planning Group LLC
| 119,019 | 17,692 | 6,283,016,000 | 2.48 | |
Hist
| 06/30/2023 |
|
Quantitative Advantage, LLC
| 103,923 | -660 | 5,280,328,000 | 0.77 | |
Hist
| 03/31/2023 |
|
Brio Consultants, LLC
| 92,563 | -5,811 | 4,886,387,000 | 0.88 | |
Hist
| 06/30/2023 |
|
Private Advisor Group, LLC
| 91,880 | -158,930 | 4,668,433,000 | 0.04 | |
Hist
| 03/31/2023 |
|
Cardinal Point Wealth Management Partners, LLC
| 83,440 | 62,290 | 4,240,242,000 | 1.29 | |
Hist
| 03/31/2023 |
|
STIFEL FINANCIAL CORP
| 78,168 | 18,075 | 4,126,495,000 | 0.01 | |
Hist
| 06/30/2023 |
|
FOCUS Wealth Advisors, LLC
| 77,443 | -7,493 | 4,088,216,000 | 2.77 | |
Hist
| 06/30/2023 |
|
Orion Portfolio Solutions, LLC
| 73,382 | 30,878 | 3,873,830,000 | | |
Hist
| 06/30/2023 |
|
AE Wealth Management LLC
| 72,430 | -15,565 | 3,823,554,000 | 0.02 | |
Hist
| 06/30/2023 |
|
ADVISOR GROUP HOLDINGS, INC.
| 72,405 | -18,563 | 3,822,287,000 | | |
Hist
| 06/30/2023 |
|
Bridgeworth, LLC
| 77,347 | 77,347 | 3,779,969,000 | 0.60 | |
Hist
| 12/31/2022 |
|
Live Oak Investment Partners
| 67,888 | 67,888 | 3,583,658,000 | 2.99 | |
Hist
| 06/30/2023 |
|
Sowell Financial Services LLC
| 62,150 | 62,150 | 3,281,000,000 | 0.18 | |
Hist
| 06/30/2023 |
|
ACAS, LLC
| 60,957 | 4,789 | 2,978,988,000 | 4.60 | |
Hist
| 12/31/2022 |
|
Insight Advisors, LLC/ PA
| 54,618 | -13,869 | 2,883,284,000 | 0.64 | |
Hist
| 06/30/2023 |
|
Darwin Wealth Management, LLC
| 54,523 | -28,790 | 2,871,159,000 | 0.74 | |
Hist
| 06/30/2023 |
|
Koshinski Asset Management, Inc.
| 58,217 | -36,174 | 2,845,087,000 | 0.28 | |
Hist
| 12/31/2022 |
|
Anfield Capital Management, LLC
| 46,308 | 4,424 | 2,444,599,000 | 1.07 | |
Hist
| 06/30/2023 |
|
Atria Wealth Solutions, Inc.
| 43,665 | 3,694 | 2,305,091,000 | 0.03 | |
Hist
| 06/30/2023 |
|
Brinker Capital Investments, LLC
| 43,884 | -2,517 | 2,144,614,000 | 0.04 | |
Hist
| 12/31/2022 |
|
Eudaimonia Partners, LLC
| 39,502 | 33,867 | 2,085,315,000 | 0.47 | |
Hist
| 06/30/2023 |
|
Kestra Advisory Services, LLC
| 39,067 | -22,538 | 2,062,347,000 | 0.02 | |
Hist
| 06/30/2023 |
|
FIRST CITIZENS BANK & TRUST CO
| 36,165 | -67,574 | 1,909,150,000 | 0.04 | |
Hist
| 06/30/2023 |
|
EUDAIMONIA ADVISORS LLC
| 35,903 | 23,528 | 1,895,320,000 | 1.27 | |
Hist
| 06/30/2023 |
| << Prev Next >> |
|
|
|
|