News + Filings Key Docs Ownership
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FIRST TR EXCH TRADED FD III (FUMB)
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Portfolio as of: |
| Name | Shares | Change | Value | % Port | % OS | Hist | Date |
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MORGAN STANLEY
| 1,276,309 | -703,520 | 25,500,664,000 | 0.00 | |
Hist
| 06/30/2023 |
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LPL Financial LLC
| 1,276,710 | 31,283 | 25,489,515,000 | 0.02 | |
Hist
| 03/31/2023 |
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Rockefeller Capital Management L.P.
| 1,135,561 | 1,120,741 | 22,688,515,000 | 0.09 | |
Hist
| 06/30/2023 |
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JANE STREET GROUP, LLC
| 600,831 | 571,513 | 12,004,603,000 | 0.00 | |
Hist
| 06/30/2023 |
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Raymond James Financial Services Advisors, Inc.
| 571,017 | -265,302 | 11,391,797,000 | 0.02 | |
Hist
| 12/31/2022 |
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NewEdge Advisors, LLC
| 449,838 | 1,337 | 8,987,758,000 | 0.10 | |
Hist
| 06/30/2023 |
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ROYAL BANK OF CANADA
| 359,654 | -68,279 | 7,186,000,000 | 0.00 | |
Hist
| 06/30/2023 |
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ADVISOR GROUP HOLDINGS, INC.
| 349,456 | 50,753 | 6,982,113,000 | | |
Hist
| 06/30/2023 |
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RAYMOND JAMES & ASSOCIATES
| 240,175 | -40,140 | 4,791,483,000 | 0.00 | |
Hist
| 12/31/2022 |
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Nilsine Partners, LLC
| 194,609 | 194,609 | 3,885,369,000 | 0.61 | |
Hist
| 03/31/2023 |
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UBS Group AG
| 154,496 | -46,826 | 3,086,830,000 | 0.00 | |
Hist
| 06/30/2023 |
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J.W. COLE ADVISORS, INC.
| 142,886 | -14,330 | 2,854,852,000 | 0.20 | |
Hist
| 06/30/2023 |
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Integrated Wealth Concepts LLC
| 136,889 | 136,889 | 2,735,045,000 | 0.05 | |
Hist
| 06/30/2023 |
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Gladstone Institutional Advisory LLC
| 120,235 | 120,235 | 2,402,295,000 | 0.15 | |
Hist
| 06/30/2023 |
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Kestra Advisory Services, LLC
| 101,319 | 47,007 | 2,024,354,000 | 0.02 | |
Hist
| 06/30/2023 |
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Private Advisor Group, LLC
| 96,248 | -230,745 | 1,921,587,000 | 0.02 | |
Hist
| 03/31/2023 |
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Cetera Investment Advisers
| 94,592 | -2,334 | 1,888,511,000 | 0.02 | |
Hist
| 03/31/2023 |
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Naviter Wealth, LLC
| 86,818 | 86,818 | 1,734,632,000 | 0.44 | |
Hist
| 06/30/2023 |
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JAMES INVESTMENT RESEARCH INC
| 69,974 | -4,094 | 1,398,081,000 | 0.18 | |
Hist
| 06/30/2023 |
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MCDONALD PARTNERS LLC
| 69,900 | 69,900 | 1,396,602,000 | 0.43 | |
Hist
| 06/30/2023 |
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ENVESTNET ASSET MANAGEMENT INC
| 67,093 | -29,276 | 1,340,524,000 | 0.00 | |
Hist
| 06/30/2023 |
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Visionary Wealth Advisors
| 59,932 | 59,932 | 1,197,441,000 | 0.10 | |
Hist
| 06/30/2023 |
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HighTower Advisors, LLC
| 57,410 | -1,041,053 | 1,145,000,000 | 0.00 | |
Hist
| 06/30/2023 |
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Bleakley Financial Group, LLC
| 57,209 | 0 | 1,143,036,000 | 0.04 | |
Hist
| 06/30/2023 |
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Cetera Advisor Networks LLC
| 50,791 | -8,479 | 1,014,042,000 | 0.01 | |
Hist
| 03/31/2023 |
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Steward Partners Investment Advisory, LLC
| 49,131 | 0 | 981,637,000 | 0.01 | |
Hist
| 06/30/2023 |
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STIFEL FINANCIAL CORP
| 44,999 | 13,980 | 899,079,000 | 0.00 | |
Hist
| 06/30/2023 |
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Equitable Holdings, Inc.
| 37,700 | 475 | 753,246,000 | 0.01 | |
Hist
| 06/30/2023 |
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TITLEIST ASSET MANAGEMENT, LLC
| 35,551 | 1,059 | 710,311,000 | 0.14 | |
Hist
| 06/30/2023 |
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STEPHENS INC /AR/
| 35,516 | 35,516 | 709,610,000 | 0.01 | |
Hist
| 06/30/2023 |
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KESTRA PRIVATE WEALTH SERVICES, LLC
| 34,045 | -49,597 | 680,219,000 | 0.02 | |
Hist
| 06/30/2023 |
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TRUIST FINANCIAL CORP
| 34,050 | 9,050 | 679,298,000 | 0.00 | |
Hist
| 12/31/2022 |
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TITLEIST ASSET MANAGEMENT, LTD.
| 33,495 | 6,187 | 668,224,000 | 0.16 | |
Hist
| 12/31/2022 |
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Walkner Condon Financial Advisors LLC
| 30,799 | 30,799 | 615,000,000 | 0.17 | |
Hist
| 03/31/2022 |
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TRUST CO OF OKLAHOMA
| 28,841 | 252 | 576,243,000 | 0.21 | |
Hist
| 06/30/2023 |
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