News + Filings Key Docs Ownership
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FIRST TR LRGE CP CORE ALPHA (FEX)
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Portfolio as of: |
| Name | Shares | Change | Value | % Port | % OS | Hist | Date |
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MORGAN STANLEY
| 1,448,164 | 263,067 | 121,660,371,000 | 0.01 | |
Hist
| 06/30/2023 |
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LPL Financial LLC
| 922,327 | -55,211 | 74,247,350,000 | 0.06 | |
Hist
| 03/31/2023 |
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WELLS FARGO & COMPANY/MN
| 402,267 | -64,344 | 33,794,495,000 | 0.01 | |
Hist
| 06/30/2023 |
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UBS Group AG
| 242,243 | -8,294 | 20,350,834,000 | 0.01 | |
Hist
| 06/30/2023 |
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BANK OF AMERICA CORP /DE/
| 198,605 | -49,198 | 16,684,788,000 | 0.00 | |
Hist
| 06/30/2023 |
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Drake & Associates, LLC
| 186,698 | 11,931 | 15,684,526,000 | 7.01 | |
Hist
| 06/30/2023 |
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RAYMOND JAMES & ASSOCIATES
| 187,578 | 43,834 | 15,019,463,000 | 0.01 | |
Hist
| 12/31/2022 |
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TRUIST FINANCIAL CORP
| 185,818 | -1,555 | 14,878,432,000 | 0.03 | |
Hist
| 12/31/2022 |
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Raymond James Financial Services Advisors, Inc.
| 169,604 | -5,749 | 13,580,548,000 | 0.03 | |
Hist
| 12/31/2022 |
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HBK Sorce Advisory LLC
| 161,043 | -5,863 | 13,529,252,000 | 0.57 | |
Hist
| 06/30/2023 |
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ADVISOR GROUP HOLDINGS, INC.
| 159,068 | 5,986 | 13,364,337,000 | | |
Hist
| 06/30/2023 |
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ROYAL BANK OF CANADA
| 149,240 | 49,803 | 12,537,000,000 | 0.00 | |
Hist
| 06/30/2023 |
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WEALTHSOURCE PARTNERS, LLC
| 142,492 | 3,490 | 11,409,327,000 | 0.81 | |
Hist
| 12/31/2022 |
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Kestra Advisory Services, LLC
| 129,062 | -31,964 | 10,842,499,000 | 0.11 | |
Hist
| 06/30/2023 |
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Rockefeller Capital Management L.P.
| 91,541 | -523 | 7,690,382,000 | 0.03 | |
Hist
| 06/30/2023 |
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Private Advisor Group, LLC
| 87,766 | 17,160 | 7,065,215,000 | 0.07 | |
Hist
| 03/31/2023 |
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ENVESTNET ASSET MANAGEMENT INC
| 75,389 | 3,953 | 6,333,432,000 | 0.00 | |
Hist
| 06/30/2023 |
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GREAT VALLEY ADVISOR GROUP, INC.
| 73,377 | -378,882 | 6,164,438,000 | 0.26 | |
Hist
| 06/30/2023 |
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Cetera Investment Advisers
| 70,355 | -1,579 | 5,663,535,000 | 0.05 | |
Hist
| 03/31/2023 |
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US BANCORP \DE\
| 58,128 | 7,875 | 4,679,304,000 | 0.01 | |
Hist
| 03/31/2023 |
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Secure Asset Management, LLC
| 45,590 | 45,590 | 3,830,016,000 | 1.16 | |
Hist
| 06/30/2023 |
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Coppell Advisory Solutions Corp.
| 38,027 | 38,027 | 3,019,359,000 | 0.99 | |
Hist
| 03/31/2023 |
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RDA Financial Network
| 34,974 | -65 | 2,938,162,000 | 1.24 | |
Hist
| 06/30/2023 |
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AE Wealth Management LLC
| 29,448 | -22,386 | 2,473,897,000 | 0.01 | |
Hist
| 06/30/2023 |
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Keystone Wealth Services, LLC
| 28,441 | -105 | 2,306,565,000 | 0.88 | |
Hist
| 09/30/2023 |
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Baird Financial Group, Inc.
| 25,425 | -24,802 | 2,135,954,000 | 0.01 | |
Hist
| 06/30/2023 |
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Sigma Planning Corp
| 26,234 | -1,465 | 2,100,612,000 | 0.08 | |
Hist
| 12/31/2022 |
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Integrated Wealth Concepts LLC
| 24,689 | 16,882 | 2,074,140,000 | 0.04 | |
Hist
| 06/30/2023 |
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Belpointe Asset Management LLC
| 22,172 | 5,958 | 1,784,846,000 | 0.10 | |
Hist
| 03/31/2023 |
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Atria Investments, Inc
| 19,870 | 2,478 | 1,669,279,000 | 0.03 | |
Hist
| 06/30/2023 |
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HighTower Advisors, LLC
| 17,466 | 275 | 1,467,000,000 | 0.00 | |
Hist
| 06/30/2023 |
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PARK NATIONAL CORP /OH/
| 16,656 | -2,200 | 1,399,271,000 | 0.06 | |
Hist
| 06/30/2023 |
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Cetera Advisor Networks LLC
| 16,261 | -417 | 1,309,001,000 | 0.01 | |
Hist
| 03/31/2023 |
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Quantum Private Wealth, LLC
| 15,530 | 0 | 1,304,676,000 | 0.60 | |
Hist
| 06/30/2023 |
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Clearwater Capital Advisors, LLC
| 15,081 | 0 | 1,266,955,000 | 0.15 | |
Hist
| 06/30/2023 |
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