News + Filings Key Docs Ownership
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FIRST TR EXCH TRADED FD III (HUSV)
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Portfolio as of: |
| Name | Shares | Change | Value | % Port | % OS | Hist | Date |
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LPL Financial LLC
| 557,952 | -94,268 | 18,013,095,000 | 0.01 | |
Hist
| 03/31/2023 |
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ENVESTNET ASSET MANAGEMENT INC
| 279,631 | -8,909 | 9,205,459,000 | 0.00 | |
Hist
| 06/30/2023 |
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TRUIST FINANCIAL CORP
| 267,701 | 227,371 | 8,843,599,000 | 0.02 | |
Hist
| 12/31/2022 |
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Cetera Investment Advisers
| 110,220 | 2,814 | 3,558,365,000 | 0.03 | |
Hist
| 03/31/2023 |
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Cetera Advisor Networks LLC
| 93,267 | 4,621 | 3,011,046,000 | 0.02 | |
Hist
| 03/31/2023 |
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Atria Wealth Solutions, Inc.
| 66,740 | -7,767 | 2,197,176,000 | 0.03 | |
Hist
| 06/30/2023 |
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Kestra Advisory Services, LLC
| 58,846 | -31,453 | 1,937,210,000 | 0.02 | |
Hist
| 06/30/2023 |
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RAYMOND JAMES & ASSOCIATES
| 57,443 | 14,740 | 1,897,652,000 | 0.00 | |
Hist
| 12/31/2022 |
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ADVISOR GROUP HOLDINGS, INC.
| 49,523 | 213 | 1,630,043,000 | | |
Hist
| 06/30/2023 |
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Orion Portfolio Solutions, LLC
| 48,421 | -1,955 | 1,594,003,000 | | |
Hist
| 06/30/2023 |
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AVANTAX ADVISORY SERVICES, INC.
| 47,844 | 36,064 | 1,575,010,000 | 0.02 | |
Hist
| 06/30/2023 |
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Belpointe Asset Management LLC
| 43,662 | -15,069 | 1,409,597,000 | 0.08 | |
Hist
| 03/31/2023 |
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ROYAL BANK OF CANADA
| 39,337 | 34,505 | 1,295,000,000 | 0.00 | |
Hist
| 06/30/2023 |
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Financial Advocates Investment Management
| 26,306 | -2,107 | 866,003,000 | 0.06 | |
Hist
| 06/30/2023 |
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Golden State Equity Partners
| 22,707 | -46,607 | 734,344,000 | 0.21 | |
Hist
| 06/30/2023 |
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Cetera Advisors LLC
| 21,216 | 160 | 684,944,000 | 0.01 | |
Hist
| 03/31/2023 |
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STIFEL FINANCIAL CORP
| 13,730 | 0 | 451,992,000 | 0.00 | |
Hist
| 06/30/2023 |
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CITADEL ADVISORS LLC
| 13,300 | -31,576 | 437,836,000 | 0.00 | |
Hist
| 06/30/2023 |
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Prospera Financial Services Inc
| 13,213 | 0 | 434,964,000 | 0.02 | |
Hist
| 06/30/2023 |
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Private Advisor Group, LLC
| 11,605 | 0 | 374,660,000 | 0.00 | |
Hist
| 03/31/2023 |
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OPPENHEIMER & CO INC
| 7,611 | 0 | 245,716,000 | 0.01 | |
Hist
| 03/31/2023 |
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HARBOUR INVESTMENTS, INC.
| 6,225 | 3,000 | 205,645,000 | 0.01 | |
Hist
| 12/31/2022 |
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IFP Advisors, Inc
| 5,796 | -28,441 | 190,774,000 | | |
Hist
| 06/30/2023 |
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MORGAN STANLEY
| 3,315 | 0 | 109,130,000 | 0.00 | |
Hist
| 06/30/2023 |
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Geneos Wealth Management Inc.
| 926 | 926 | 30,484,000 | 0.00 | |
Hist
| 06/30/2023 |
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NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
| 720 | 720 | 23,702,000 | 0.00 | |
Hist
| 06/30/2023 |
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WELLS FARGO & COMPANY/MN
| 459 | 0 | 15,124,000 | 0.00 | |
Hist
| 06/30/2023 |
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Horizon Investments, LLC
| 297 | -1,532 | 9,777,000 | 0.00 | |
Hist
| 06/30/2023 |
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SIGNATUREFD, LLC
| 200 | 0 | 6,457,000 | 0.00 | |
Hist
| 03/31/2023 |
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Coppell Advisory Solutions LLC
| 80 | 80 | 2,602,000 | 0.00 | |
Hist
| 06/30/2023 |
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UBS Group AG
| 71 | -118 | 2,337,000 | 0.00 | |
Hist
| 06/30/2023 |
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Steward Partners Investment Advisory, LLC
| 50 | 0 | 1,646,000 | 0.00 | |
Hist
| 06/30/2023 |
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Golden State Wealth Management, LLC
| 46,341 | -342 | 1,611,000 | | |
Hist
| 03/31/2022 |
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Holloway Wealth Management, LLC
| 28,276 | -1,122 | 983,000 | 0.28 | |
Hist
| 03/31/2022 |
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Advisor Resource Council
| 14,356 | -16,035 | 459,000 | 0.04 | |
Hist
| 06/30/2022 |
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