News + Filings Key Docs Ownership
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FIRST TR EXCH TRD ALPHA FD I (FDT)
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Portfolio as of: |
| Name | Shares | Change | Value | % Port | % OS | Hist | Date |
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MORGAN STANLEY
| 1,267,886 | 184,686 | 65,105,997,000 | 0.01 | |
Hist
| 06/30/2023 |
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LPL Financial LLC
| 666,819 | 109,725 | 33,801,062,000 | 0.03 | |
Hist
| 03/31/2023 |
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FIRST TRUST ADVISORS LP
| 561,264 | 3,789 | 28,820,906,000 | 0.03 | |
Hist
| 06/30/2023 |
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WELLS FARGO & COMPANY/MN
| 535,141 | 30,201 | 27,479,517,000 | 0.01 | |
Hist
| 06/30/2023 |
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ENVESTNET ASSET MANAGEMENT INC
| 531,377 | -144,091 | 27,286,196,000 | 0.01 | |
Hist
| 06/30/2023 |
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ADVISOR GROUP HOLDINGS, INC.
| 292,862 | 28,989 | 15,043,023,000 | | |
Hist
| 06/30/2023 |
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ROYAL BANK OF CANADA
| 227,551 | 71,977 | 11,685,000,000 | 0.00 | |
Hist
| 06/30/2023 |
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Raymond James Financial Services Advisors, Inc.
| 242,465 | 35,380 | 11,573,261,000 | 0.02 | |
Hist
| 12/31/2022 |
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UBS Group AG
| 201,136 | -16,888 | 10,328,334,000 | 0.00 | |
Hist
| 06/30/2023 |
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Kingsview Wealth Management, LLC
| 161,866 | -1,618 | 8,311,795,000 | 0.33 | |
Hist
| 06/30/2023 |
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CITADEL ADVISORS LLC
| 119,824 | 72,330 | 6,152,962,000 | 0.00 | |
Hist
| 06/30/2023 |
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Coppell Advisory Solutions Corp.
| 116,050 | 116,050 | 5,853,547,000 | 1.92 | |
Hist
| 03/31/2023 |
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Cetera Investment Advisers
| 97,687 | -1,020 | 4,951,736,000 | 0.04 | |
Hist
| 03/31/2023 |
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AVANTAX ADVISORY SERVICES, INC.
| 93,415 | -2,550 | 4,796,835,000 | 0.05 | |
Hist
| 06/30/2023 |
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STIFEL FINANCIAL CORP
| 87,965 | -1,187 | 4,516,968,000 | 0.01 | |
Hist
| 06/30/2023 |
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Coppell Advisory Solutions LLC
| 83,333 | -32,717 | 4,213,718,000 | 1.19 | |
Hist
| 06/30/2023 |
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JANE STREET GROUP, LLC
| 78,969 | 38,411 | 4,055,058,000 | 0.00 | |
Hist
| 06/30/2023 |
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TRUIST FINANCIAL CORP
| 82,010 | -3,400 | 3,914,336,000 | 0.01 | |
Hist
| 12/31/2022 |
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Bank of New York Mellon Corp
| 72,010 | -28,422 | 3,697,705,000 | 0.00 | |
Hist
| 06/30/2023 |
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FSB PREMIER WEALTH MANAGEMENT, INC.
| 69,120 | -885 | 3,549,312,000 | 1.93 | |
Hist
| 06/30/2023 |
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Snowden Capital Advisors LLC
| 64,563 | -1,222 | 3,315,310,000 | 0.12 | |
Hist
| 06/30/2023 |
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SignalPoint Asset Management, LLC
| 62,405 | 2,386 | 3,204,497,000 | 0.98 | |
Hist
| 06/30/2023 |
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Integrated Wealth Concepts LLC
| 51,889 | -6,395 | 2,664,523,000 | 0.05 | |
Hist
| 06/30/2023 |
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IFP Advisors, Inc
| 51,520 | -5,016 | 2,645,547,000 | | |
Hist
| 06/30/2023 |
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AE Wealth Management LLC
| 51,201 | -7,555 | 2,629,181,000 | 0.02 | |
Hist
| 06/30/2023 |
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Cetera Advisor Networks LLC
| 45,066 | 4,450 | 2,284,391,000 | 0.02 | |
Hist
| 03/31/2023 |
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WEALTHSOURCE PARTNERS, LLC
| 47,266 | 2,315 | 2,255,985,000 | 0.16 | |
Hist
| 12/31/2022 |
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RAYMOND JAMES & ASSOCIATES
| 41,623 | -7,180 | 1,986,695,000 | 0.00 | |
Hist
| 12/31/2022 |
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Kestra Advisory Services, LLC
| 38,025 | -28,029 | 1,952,584,000 | 0.02 | |
Hist
| 06/30/2023 |
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Sigma Planning Corp
| 35,085 | -45,894 | 1,674,634,000 | 0.06 | |
Hist
| 12/31/2022 |
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TPG Financial Advisors, LLC
| 32,202 | -117 | 1,537,001,000 | 0.93 | |
Hist
| 12/31/2022 |
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Towerpoint Wealth, LLC
| 27,812 | 229 | 1,409,790,000 | 0.81 | |
Hist
| 03/31/2023 |
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Apollon Wealth Management, LLC
| 27,406 | 27,406 | 1,407,319,000 | 0.07 | |
Hist
| 06/30/2023 |
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Atria Wealth Solutions, Inc.
| 27,400 | -1,649 | 1,406,990,000 | 0.02 | |
Hist
| 06/30/2023 |
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Kraft, Davis & Associates, LLC
| 26,634 | 26,634 | 1,393,797,000 | 0.48 | |
Hist
| 06/30/2023 |
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