News + Filings Key Docs Charts Transactions Holdings Ownership
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FIRST TRUST ADVISORS LP (FCG)
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Portfolio as of: |
| Name | Shares | Change | Value | % Port | % OS | Hist | Date |
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MORGAN STANLEY
| 2,316,644 | -990,395 | 87,337,494,000 | 0.01 | |
Hist
| 06/30/2023 |
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WELLS FARGO & COMPANY/MN
| 1,739,464 | 52,612 | 65,577,775,000 | 0.02 | |
Hist
| 06/30/2023 |
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LPL Financial LLC
| 1,594,097 | -127,759 | 59,507,646,000 | 0.05 | |
Hist
| 03/31/2023 |
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Raymond James Financial Services Advisors, Inc.
| 860,265 | -68,435 | 35,236,584,000 | 0.07 | |
Hist
| 12/31/2022 |
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BANK OF AMERICA CORP /DE/
| 705,020 | -146,630 | 26,579,237,000 | 0.00 | |
Hist
| 06/30/2023 |
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RAYMOND JAMES & ASSOCIATES
| 611,507 | -16,119 | 25,047,221,000 | 0.02 | |
Hist
| 12/31/2022 |
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AMERIPRISE FINANCIAL INC
| 529,372 | -38,739 | 19,964,556,000 | 0.01 | |
Hist
| 06/30/2023 |
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UBS Group AG
| 458,497 | -502,212 | 17,285,337,000 | 0.01 | |
Hist
| 06/30/2023 |
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O'Dell Group, LLC
| 397,595 | 24,354 | 14,989,337,000 | 4.26 | |
Hist
| 06/30/2023 |
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TRUIST FINANCIAL CORP
| 275,386 | 41,397 | 11,279,808,000 | 0.02 | |
Hist
| 12/31/2022 |
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ROYAL BANK OF CANADA
| 186,783 | -138,411 | 7,042,000,000 | 0.00 | |
Hist
| 06/30/2023 |
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STIFEL FINANCIAL CORP
| 185,918 | -117,811 | 7,009,115,000 | 0.01 | |
Hist
| 06/30/2023 |
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Regal Investment Advisors LLC
| 171,863 | -506 | 6,479,221,000 | 0.54 | |
Hist
| 06/30/2023 |
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ADVISOR GROUP HOLDINGS, INC.
| 169,110 | -54,822 | 6,378,451,000 | | |
Hist
| 06/30/2023 |
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Kestra Advisory Services, LLC
| 162,140 | 36,301 | 6,112,678,000 | 0.06 | |
Hist
| 06/30/2023 |
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ENVESTNET ASSET MANAGEMENT INC
| 148,515 | -1,338 | 5,599,022,000 | 0.00 | |
Hist
| 06/30/2023 |
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Coppell Advisory Solutions LLC
| 119,676 | 106,815 | 4,506,998,000 | 1.27 | |
Hist
| 06/30/2023 |
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TrueWealth Advisors, LLC
| 106,475 | 8,430 | 4,361,202,000 | 1.91 | |
Hist
| 12/31/2022 |
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SFI Advisors, LLC
| 107,147 | 728 | 4,039,442,000 | 3.83 | |
Hist
| 06/30/2023 |
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HighTower Advisors, LLC
| 105,962 | 6,509 | 4,001,000,000 | 0.01 | |
Hist
| 06/30/2023 |
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Private Advisor Group, LLC
| 97,438 | 70,856 | 3,637,374,000 | 0.03 | |
Hist
| 03/31/2023 |
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Independent Advisor Alliance
| 80,199 | 80,199 | 2,993,837,000 | 0.14 | |
Hist
| 03/31/2023 |
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Steward Partners Investment Advisory, LLC
| 64,495 | -48,562 | 2,431,470,000 | 0.04 | |
Hist
| 06/30/2023 |
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Western Wealth Management, LLC
| 58,801 | -46,675 | 2,408,529,000 | 0.25 | |
Hist
| 12/31/2022 |
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Cetera Advisors LLC
| 61,407 | -11,336 | 2,292,309,000 | 0.04 | |
Hist
| 03/31/2023 |
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Secure Asset Management, LLC
| 59,361 | 23,869 | 2,237,928,000 | 0.68 | |
Hist
| 06/30/2023 |
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Cetera Investment Advisers
| 59,650 | 42,028 | 2,226,740,000 | 0.02 | |
Hist
| 03/31/2023 |
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Tower Research Capital LLC (TRC)
| 57,361 | 39,096 | 2,162,510,000 | 0.07 | |
Hist
| 06/30/2023 |
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Rockefeller Capital Management L.P.
| 54,363 | -3,170 | 2,049,505,000 | 0.01 | |
Hist
| 06/30/2023 |
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GOLDMAN SACHS GROUP INC
| 52,713 | -1,069 | 1,967,776,000 | 0.00 | |
Hist
| 03/31/2023 |
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LINCOLN NATIONAL CORP
| 46,730 | -3,951 | 1,914,072,000 | 0.04 | |
Hist
| 12/31/2022 |
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BNP PARIBAS ARBITRAGE, SNC
| 50,328 | 50,328 | 1,897,366,000 | 0.00 | |
Hist
| 06/30/2023 |
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Key Client Fiduciary Advisors, LLC
| 48,688 | -7,992 | 1,835,530,000 | 1.07 | |
Hist
| 06/30/2023 |
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Koshinski Asset Management, Inc.
| 40,242 | -2,322 | 1,648,303,000 | 0.16 | |
Hist
| 12/31/2022 |
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CREDIT SUISSE AG/
| 43,650 | 0 | 1,645,605,000 | 0.00 | |
Hist
| 06/30/2023 |
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