News + Filings Key Docs Ownership
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FIRST TR EXCH TRADED FD III (FMB)
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Portfolio as of: |
| Name | Shares | Change | Value | % Port | % OS | Hist | Date |
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UBS Group AG
| 2,169,191 | 42,648 | 109,934,600,000 | 0.04 | |
Hist
| 06/30/2023 |
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MORGAN STANLEY
| 2,055,034 | 874 | 104,149,236,000 | 0.01 | |
Hist
| 06/30/2023 |
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LPL Financial LLC
| 1,987,925 | 17,507 | 101,256,357,000 | 0.08 | |
Hist
| 03/31/2023 |
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WELLS FARGO & COMPANY/MN
| 1,800,655 | -4,940 | 91,257,207,000 | 0.03 | |
Hist
| 06/30/2023 |
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BANK OF AMERICA CORP /DE/
| 1,740,421 | 124,121 | 88,204,511,000 | 0.01 | |
Hist
| 06/30/2023 |
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Avantax Planning Partners, Inc.
| 985,566 | 510,856 | 49,386,712,000 | 1.96 | |
Hist
| 12/31/2022 |
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Sequoia Financial Advisors, LLC
| 744,259 | 42,411 | 37,719,024,000 | 0.65 | |
Hist
| 06/30/2023 |
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Congress Wealth Management LLC / DE /
| 688,575 | 688,575 | 34,897,031,000 | 0.81 | |
Hist
| 06/30/2023 |
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ADVISOR GROUP HOLDINGS, INC.
| 642,926 | 98,235 | 32,565,091,000 | | |
Hist
| 06/30/2023 |
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Raymond James Financial Services Advisors, Inc.
| 644,490 | -157,912 | 32,295,463,000 | 0.06 | |
Hist
| 12/31/2022 |
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ROYAL BANK OF CANADA
| 587,598 | 19,140 | 29,779,000,000 | 0.01 | |
Hist
| 06/30/2023 |
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AVANTAX ADVISORY SERVICES, INC.
| 392,169 | 11,706 | 19,875,125,000 | 0.23 | |
Hist
| 06/30/2023 |
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RAYMOND JAMES & ASSOCIATES
| 351,573 | -144,699 | 17,617,281,000 | 0.02 | |
Hist
| 12/31/2022 |
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CWA Asset Management Group, LLC
| 320,078 | -342,957 | 16,221,543,000 | 1.11 | |
Hist
| 06/30/2023 |
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Miracle Mile Advisors, LLC
| 307,620 | 307,620 | 15,590,174,000 | 0.47 | |
Hist
| 06/30/2023 |
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ENVESTNET ASSET MANAGEMENT INC
| 302,067 | 3,819 | 15,308,736,000 | 0.01 | |
Hist
| 06/30/2023 |
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Financial Planning & Information Services, Inc.
| 287,903 | 185,951 | 14,590,924,000 | 2.69 | |
Hist
| 06/30/2023 |
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Magnus Financial Group LLC
| 297,108 | 2,587 | 14,522,625,000 | 2.12 | |
Hist
| 09/30/2023 |
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Resources Investment Advisors, LLC.
| 262,491 | 31,813 | 13,303,053,000 | 0.29 | |
Hist
| 06/30/2023 |
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Kestra Advisory Services, LLC
| 253,785 | 26,198 | 12,861,824,000 | 0.13 | |
Hist
| 06/30/2023 |
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TRUIST FINANCIAL CORP
| 254,418 | -42,091 | 12,748,862,000 | 0.02 | |
Hist
| 12/31/2022 |
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MOTCO
| 225,509 | -1,673 | 11,428,796,000 | 0.75 | |
Hist
| 06/30/2023 |
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ERn Financial, LLC
| 225,479 | 1,702 | 11,427,276,000 | 2.39 | |
Hist
| 06/30/2023 |
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STIFEL FINANCIAL CORP
| 209,353 | -6,237 | 10,610,119,000 | 0.01 | |
Hist
| 06/30/2023 |
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CITIGROUP INC
| 206,095 | 2,432 | 10,444,888,000 | 0.01 | |
Hist
| 06/30/2023 |
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Syntegra Private Wealth Group, LLC
| 193,026 | 15,371 | 9,782,543,000 | 1.50 | |
Hist
| 06/30/2023 |
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Kowal Investment Group, LLC
| 188,790 | 44,046 | 9,567,880,000 | 2.56 | |
Hist
| 06/30/2023 |
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VERUS CAPITAL PARTNERS, LLC
| 169,412 | 7,921 | 8,629,131,000 | 1.35 | |
Hist
| 03/31/2023 |
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Cetera Investment Advisers
| 167,865 | 9,613 | 8,550,312,000 | 0.07 | |
Hist
| 03/31/2023 |
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Private Advisor Group, LLC
| 156,110 | -20,135 | 7,951,567,000 | 0.08 | |
Hist
| 03/31/2023 |
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RFG Advisory, LLC
| 129,519 | 2,191 | 6,564,000,000 | 0.29 | |
Hist
| 06/30/2023 |
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ARKANSAS FINANCIAL GROUP, INC.
| 122,799 | 89,586 | 6,223,453,000 | 1.25 | |
Hist
| 06/30/2023 |
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NewEdge Advisors, LLC
| 120,704 | 26,755 | 6,117,244,000 | 0.07 | |
Hist
| 06/30/2023 |
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Financial Advocates Investment Management
| 119,711 | 31,110 | 6,066,987,000 | 0.43 | |
Hist
| 06/30/2023 |
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BCGM Wealth Management, LLC
| 118,243 | 8,981 | 5,992,566,000 | 2.64 | |
Hist
| 06/30/2023 |
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