News + Filings Key Docs Ownership
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FIRST TR LRG CP VL ALPHADEX (FTA)
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Portfolio as of: |
| Name | Shares | Change | Value | % Port | % OS | Hist | Date |
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MORGAN STANLEY
| 2,814,131 | -404,549 | 187,646,293,000 | 0.02 | |
Hist
| 06/30/2023 |
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UBS Group AG
| 974,564 | -119,631 | 64,983,927,000 | 0.02 | |
Hist
| 06/30/2023 |
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LPL Financial LLC
| 942,833 | 74,403 | 62,600,419,000 | 0.05 | |
Hist
| 03/31/2023 |
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ENVESTNET ASSET MANAGEMENT INC
| 921,431 | 14,014 | 61,441,002,000 | 0.03 | |
Hist
| 06/30/2023 |
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ADVISOR GROUP HOLDINGS, INC.
| 434,665 | 45,996 | 29,004,053,000 | | |
Hist
| 06/30/2023 |
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BANK OF AMERICA CORP /DE/
| 407,775 | -48,445 | 27,190,447,000 | 0.00 | |
Hist
| 06/30/2023 |
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WELLS FARGO & COMPANY/MN
| 391,557 | -153,260 | 26,109,033,000 | 0.01 | |
Hist
| 06/30/2023 |
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Raymond James Financial Services Advisors, Inc.
| 346,831 | 57,129 | 22,826,021,000 | 0.05 | |
Hist
| 12/31/2022 |
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Cetera Advisor Networks LLC
| 320,391 | 12,788 | 21,272,726,000 | 0.16 | |
Hist
| 03/31/2023 |
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ROYAL BANK OF CANADA
| 273,902 | 11,627 | 18,264,000,000 | 0.00 | |
Hist
| 06/30/2023 |
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RAYMOND JAMES & ASSOCIATES
| 252,231 | 14,228 | 16,599,291,000 | 0.02 | |
Hist
| 12/31/2022 |
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Integrated Wealth Concepts LLC
| 243,838 | 174,270 | 16,259,099,000 | 0.28 | |
Hist
| 06/30/2023 |
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Private Advisor Group, LLC
| 228,345 | 1,127 | 15,161,188,000 | 0.14 | |
Hist
| 03/31/2023 |
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AVANTAX ADVISORY SERVICES, INC.
| 146,372 | 19,594 | 9,760,064,000 | 0.11 | |
Hist
| 06/30/2023 |
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Cetera Investment Advisers
| 136,219 | -1,807 | 9,044,433,000 | 0.08 | |
Hist
| 03/31/2023 |
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Vestmark Advisory Solutions, Inc.
| 128,343 | 62,752 | 8,557,911,000 | 0.33 | |
Hist
| 06/30/2023 |
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Snowden Capital Advisors LLC
| 124,941 | 4,808 | 8,331,036,000 | 0.30 | |
Hist
| 06/30/2023 |
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Kingsview Wealth Management, LLC
| 118,940 | 477 | 7,930,911,000 | 0.31 | |
Hist
| 06/30/2023 |
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Sigma Planning Corp
| 120,470 | 2,556 | 7,928,167,000 | 0.28 | |
Hist
| 12/31/2022 |
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Coppell Advisory Solutions LLC
| 113,814 | 40,699 | 7,541,341,000 | 2.13 | |
Hist
| 06/30/2023 |
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Holistic Financial Partners
| 111,829 | 111,829 | 7,456,743,000 | 5.18 | |
Hist
| 06/30/2023 |
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Regal Investment Advisors LLC
| 104,657 | 2,235 | 6,978,499,000 | 0.58 | |
Hist
| 06/30/2023 |
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TRUIST FINANCIAL CORP
| 105,018 | -9,553 | 6,911,219,000 | 0.01 | |
Hist
| 12/31/2022 |
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AE Wealth Management LLC
| 101,865 | 20,803 | 6,792,331,000 | 0.04 | |
Hist
| 06/30/2023 |
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Bank of New York Mellon Corp
| 100,433 | -2,363 | 6,696,880,000 | 0.00 | |
Hist
| 06/30/2023 |
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COTTONWOOD CAPITAL ADVISORS, LLC
| 89,441 | -2,491 | 5,963,926,000 | 5.46 | |
Hist
| 06/30/2023 |
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Coppell Advisory Solutions Corp.
| 73,115 | 73,115 | 4,786,866,000 | 1.57 | |
Hist
| 03/31/2023 |
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KESTRA PRIVATE WEALTH SERVICES, LLC
| 70,402 | 1,745 | 4,694,405,000 | 0.16 | |
Hist
| 06/30/2023 |
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GOLDMAN SACHS GROUP INC
| 68,715 | 34,074 | 4,562,408,000 | 0.00 | |
Hist
| 03/31/2023 |
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CITADEL ADVISORS LLC
| 64,917 | 11,298 | 4,328,666,000 | 0.00 | |
Hist
| 06/30/2023 |
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STIFEL FINANCIAL CORP
| 63,705 | -5,531 | 4,247,793,000 | 0.01 | |
Hist
| 06/30/2023 |
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IHT Wealth Management, LLC
| 62,138 | 1,981 | 4,125,737,000 | 0.24 | |
Hist
| 03/31/2023 |
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Atria Wealth Solutions, Inc.
| 61,863 | 5,639 | 4,125,047,000 | 0.06 | |
Hist
| 06/30/2023 |
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FSB PREMIER WEALTH MANAGEMENT, INC.
| 57,256 | 788 | 3,817,813,000 | 2.07 | |
Hist
| 06/30/2023 |
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Secure Asset Management, LLC
| 56,754 | 56,754 | 3,784,357,000 | 1.15 | |
Hist
| 06/30/2023 |
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