News + Filings Key Docs Ownership
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FIRST TR LRG CP GRWTH ALPHAD (FTC)
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Portfolio as of: |
| Name | Shares | Change | Value | % Port | % OS | Hist | Date |
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MORGAN STANLEY
| 1,016,883 | 50,300 | 103,000,079,000 | 0.01 | |
Hist
| 06/30/2023 |
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LPL Financial LLC
| 959,782 | 20,788 | 89,298,118,000 | 0.07 | |
Hist
| 03/31/2023 |
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WELLS FARGO & COMPANY/MN
| 382,852 | 76,633 | 38,779,079,000 | 0.01 | |
Hist
| 06/30/2023 |
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ENVESTNET ASSET MANAGEMENT INC
| 354,905 | 27,338 | 35,948,316,000 | 0.02 | |
Hist
| 06/30/2023 |
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UBS Group AG
| 291,114 | -56,009 | 29,486,937,000 | 0.01 | |
Hist
| 06/30/2023 |
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Raymond James Financial Services Advisors, Inc.
| 237,998 | 4,100 | 21,758,052,000 | 0.04 | |
Hist
| 12/31/2022 |
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BANK OF AMERICA CORP /DE/
| 170,878 | -16,158 | 17,308,197,000 | 0.00 | |
Hist
| 06/30/2023 |
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ADVISOR GROUP HOLDINGS, INC.
| 133,300 | 18,179 | 13,505,481,000 | | |
Hist
| 06/30/2023 |
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RAYMOND JAMES & ASSOCIATES
| 106,138 | 41,767 | 9,703,111,000 | 0.01 | |
Hist
| 12/31/2022 |
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STIFEL FINANCIAL CORP
| 89,460 | -6,207 | 9,062,676,000 | 0.01 | |
Hist
| 06/30/2023 |
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Cetera Investment Advisers
| 95,882 | 12,126 | 8,920,920,000 | 0.08 | |
Hist
| 03/31/2023 |
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Kingsview Wealth Management, LLC
| 81,705 | -594 | 8,275,927,000 | 0.32 | |
Hist
| 06/30/2023 |
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U.S. Capital Wealth Advisors, LLC
| 77,379 | 1,533 | 7,837,719,000 | 0.37 | |
Hist
| 06/30/2023 |
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Atria Wealth Solutions, Inc.
| 69,172 | -49,205 | 7,006,459,000 | 0.10 | |
Hist
| 06/30/2023 |
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ROYAL BANK OF CANADA
| 69,072 | -35,835 | 6,996,000,000 | 0.00 | |
Hist
| 06/30/2023 |
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AVANTAX ADVISORY SERVICES, INC.
| 67,231 | 10,806 | 6,809,860,000 | 0.08 | |
Hist
| 06/30/2023 |
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Integrated Wealth Concepts LLC
| 66,376 | 29,697 | 6,723,190,000 | 0.12 | |
Hist
| 06/30/2023 |
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Snowden Capital Advisors LLC
| 61,327 | -1,351 | 6,211,832,000 | 0.22 | |
Hist
| 06/30/2023 |
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Coppell Advisory Solutions LLC
| 50,969 | -1,983 | 5,097,446,000 | 1.44 | |
Hist
| 06/30/2023 |
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Sigma Planning Corp
| 54,983 | 26,002 | 5,026,550,000 | 0.18 | |
Hist
| 12/31/2022 |
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CX Institutional
| 53,457 | -41,570 | 4,887,022,000 | 0.30 | |
Hist
| 12/31/2022 |
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Coppell Advisory Solutions Corp.
| 52,952 | 52,952 | 4,853,084,000 | 1.59 | |
Hist
| 03/31/2023 |
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IFP Advisors, Inc
| 46,017 | -31,272 | 4,661,114,000 | | |
Hist
| 06/30/2023 |
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PNC FINANCIAL SERVICES GROUP, INC.
| 45,195 | -1,299 | 4,577,788,000 | 0.00 | |
Hist
| 06/30/2023 |
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Beck Bode, LLC
| 48,590 | 3,585 | 4,520,809,000 | 1.11 | |
Hist
| 03/31/2023 |
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IHT Wealth Management, LLC
| 46,660 | -1,282 | 4,341,224,000 | 0.25 | |
Hist
| 03/31/2023 |
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Cetera Advisor Networks LLC
| 44,902 | -365 | 4,177,649,000 | 0.03 | |
Hist
| 03/31/2023 |
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FIRST TRUST ADVISORS LP
| 40,266 | 34,305 | 4,078,543,000 | 0.00 | |
Hist
| 06/30/2023 |
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Bank of New York Mellon Corp
| 40,240 | -3,924 | 4,075,952,000 | 0.00 | |
Hist
| 06/30/2023 |
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FSB PREMIER WEALTH MANAGEMENT, INC.
| 38,425 | -705 | 3,892,063,000 | 2.11 | |
Hist
| 06/30/2023 |
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TRUIST FINANCIAL CORP
| 32,459 | -44,990 | 2,967,394,000 | 0.01 | |
Hist
| 12/31/2022 |
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AE Wealth Management LLC
| 27,979 | 6,568 | 2,833,972,000 | 0.02 | |
Hist
| 06/30/2023 |
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Vestmark Advisory Solutions, Inc.
| 26,767 | 12,267 | 2,711,230,000 | 0.10 | |
Hist
| 06/30/2023 |
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NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
| 25,159 | 15,461 | 2,548,342,000 | 0.00 | |
Hist
| 06/30/2023 |
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Equitable Holdings, Inc.
| 24,985 | 9,802 | 2,530,731,000 | 0.04 | |
Hist
| 06/30/2023 |
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