FIRST TR EXCHANGE-TRADED FD LMBS
FST LOW OPPT EFT · ETP · CUSIP 33739Q200
382
institutional holders
79.9m
shares reported held*
$3.8bnreported value*
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($65.0k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $47.40. Options: 1 managers hold calls ($0 notional), 1 hold puts ($0).
Biggest calls
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | — | $00 shares |
Biggest puts
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | — | $00 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Holders, Q3 2022
| Manager | Shares | Change |
|---|---|---|
| MORGAN STANLEY 0.10% of their portfolio | 15.2m $717.7m | — |
| LPL Financial LLC 0.26% of their portfolio | 5.7m $270.6m | — |
| WELLS FARGO & COMPANY/MN 0.08% of their portfolio | 5.0m $237.8m | — |
| UBS Group AG 0.10% of their portfolio | 3.9m $183.6m | — |
| BANK OF AMERICA CORP /DE/ 0.02% of their portfolio | 2.9m $136.3m | — |
| Raymond James Financial Services Advisors, Inc. 0.27% of their portfolio | 2.5m $119.8m | — |
| RAYMOND JAMES & ASSOCIATES 0.10% of their portfolio | 2.0m $97.1m | — |
| ENVESTNET ASSET MANAGEMENT INC 0.06% of their portfolio | 2.0m $96.7m | — |
| FIRST TRUST ADVISORS LP 0.12% of their portfolio | 2.0m $94.6m | — |
| ROYAL BANK OF CANADA 0.03% of their portfolio | 1.8m $86.8m | — |
| Cetera Investment Advisers 1.00% of their portfolio | 1.3m $61.4m | — |
| OSAIC HOLDINGS, INC. 0.14% of their portfolio | 1.3m $61.3m | — |
| STIFEL FINANCIAL CORP 0.10% of their portfolio | 1.2m $58.6m | — |
| INDEPENDENT FINANCIAL GROUP, LLC 4.95% of their portfolio | 1.2m $54.6m | — |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.32% of their portfolio | 1.1m $53.9m | — |
| TRUIST FINANCIAL CORP 0.09% of their portfolio | 960.5k $45.5m | — |
| HighTower Advisors, LLC 0.12% of their portfolio | 915.4k $43.3m | — |
| JANE STREET GROUP, LLC 0.08% of their portfolio | 889.3k $42.1m | — |
| AE Wealth Management LLC 0.30% of their portfolio | 801.7k $38.0m | — |
| COMMONWEALTH EQUITY SERVICES, LLC 0.08% of their portfolio | 684.9k $32.4m | — |
| American Financial Advisors, LLC 4.60% of their portfolio | 562.9k $26.7m | — |
| BLAIR WILLIAM & CO/IL 0.12% of their portfolio | 540.3k $25.6m | — |
| SPC Financial, Inc. 3.15% of their portfolio | 534.4k $25.3m | — |
| Cetera Advisor Networks LLC 0.31% of their portfolio | 528.9k $25.0m | — |
| Private Advisor Group, LLC 0.27% of their portfolio | 494.5k $23.4m | — |
| NewEdge Advisors, LLC 0.36% of their portfolio | 460.9k $21.8m | — |
| Arax Advisory Partners 3.36% of their portfolio | 449.3k $21.3m | — |
| SEARCY FINANCIAL SERVICES INC /ADV 13.44% of their portfolio | 447.8k $21.2m | — |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC 1.00% of their portfolio | 447.7k $21.2m | — |
| Cambridge Investment Research Advisors, Inc. 0.12% of their portfolio | 443.8k $21.0m | — |
| Baird Financial Group, Inc. 0.06% of their portfolio | 430.9k $20.4m | — |
| Walkner Condon Financial Advisors LLC 6.01% of their portfolio | 393.6k $18.6m | — |
| Snowden Capital Advisors LLC 0.84% of their portfolio | 390.0k $18.5m | — |
| STEPHENS INC /AR/ 0.38% of their portfolio | 372.4k $17.6m | — |
| INSPIRION WEALTH ADVISORS, LLC 3.78% of their portfolio | 354.1k $16.8m | — |
| Kestra Advisory Services, LLC 0.18% of their portfolio | 353.1k $16.7m | — |
| TL Private Wealth 10.13% of their portfolio | 344.8k $16.3m | — |
| Weitzel Financial Services, Inc. 10.72% of their portfolio | 322.4k $15.3m | — |
| HARBOUR INVESTMENTS, INC. 1.04% of their portfolio | 318.9k $15.4m | — |
| Obermeyer Wealth Partners 1.19% of their portfolio | 311.0k $14.7m | — |
| Csenge Advisory Group 1.17% of their portfolio | 299.1k $14.2m | — |
| ERn Financial, LLC 3.46% of their portfolio | 285.6k $13.5m | — |
| WEDBUSH SECURITIES INC 0.74% of their portfolio | 278.4k $13.2m | — |
| TD Capital Management LLC 1.83% of their portfolio | 278.2k $13.2m | — |
| RiverTree Advisors, LLC 10.77% of their portfolio | 277.9k $13.2m | — |
| CONDOR CAPITAL MANAGEMENT 1.67% of their portfolio | 270.3k $12.8m | — |
| Atria Wealth Solutions, Inc. 0.22% of their portfolio | 268.4k $12.7m | — |
| Legacy Private Trust Co. 1.18% of their portfolio | 263.1k $12.5m | — |
| WealthOne, LLC 5.24% of their portfolio | 256.4k $12.1m | — |
| Heck Capital Advisors, LLC 2.38% of their portfolio | 244.0k $11.6m | — |
| Prism Advisors, Inc. 4.59% of their portfolio | 240.6k $11.4m | — |
| Stratos Wealth Advisors, LLC 1.16% of their portfolio | 232.4k $11.0m | — |
| Ameritas Advisory Services, LLC 0.65% of their portfolio | 228.7k $10.8m | — |
| HBK Sorce Advisory LLC 0.72% of their portfolio | 227.4k $10.8m | — |
| 3D/L Capital Management, LLC 3.11% of their portfolio | 220.9k $10.5m | — |
| Stockman Wealth Management, Inc. 2.80% of their portfolio | 218.0k $10.3m | — |
| TBH Global Asset Management, LLC 2.62% of their portfolio | 216.2k $10.2m | — |
| IFP Advisors, Inc 0.29% of their portfolio | 214.8k $11.0m | — |
| Financial Enhancement Group LLC 2.29% of their portfolio | 209.5k $9.9m | — |
| RFG Advisory, LLC 0.55% of their portfolio | 208.4k $9.8m | — |
| Petix & Botte Co 7.47% of their portfolio | 207.3k $9.8m | — |
| First Horizon Advisors, Inc. 0.39% of their portfolio | 206.3k $9.8m | — |
| WealthTrust Asset Management, LLC 10.13% of their portfolio | 202.9k $9.6m | — |
| MML INVESTORS SERVICES, LLC 0.07% of their portfolio | 199.5k $9.4m | — |
| Hightower 6M Holding, LLC 0.83% of their portfolio | 195.2k $9.2m | — |
| DEBUSSY CAPITAL MANAGEMENT LP 2.48% of their portfolio | 194.1k $9.2m | — |
| Sigma Planning Corp 0.35% of their portfolio | 193.9k $9.2m | — |
| SSI INVESTMENT MANAGEMENT LLC 0.61% of their portfolio | 193.0k $9.1m | — |
| Janney Montgomery Scott LLC 0.04% of their portfolio | 190.8k $9.0m | — |
| CoreCap Advisors, LLC 0.75% of their portfolio | 188.3k $8.9m | — |
| Clear Creek Financial Management, LLC 1.92% of their portfolio | 183.7k $8.7m | — |
| HARVEST GROUP WEALTH MANAGEMENT, LLC 5.56% of their portfolio | 177.9k $8.3m | — |
| GW HENSSLER & ASSOCIATES LTD 0.62% of their portfolio | 176.1k $8.3m | — |
| Darwin Wealth Management, LLC 2.01% of their portfolio | 171.5k $8.0m | — |
| Cypress Capital Group 1.35% of their portfolio | 171.3k $8.1m | — |
| RETIREMENT INCOME SOLUTIONS, INC 2.90% of their portfolio | 169.8k $8.1m | — |
| Westover Capital Advisors, LLC 3.03% of their portfolio | 167.4k $7.9m | — |
| Atria Investments, Inc 0.17% of their portfolio | 166.0k $7.9m | — |
| Mariner, LLC 0.03% of their portfolio | 162.3k $7.7m | — |
| D.A. DAVIDSON & CO. 0.10% of their portfolio | 161.4k $7.6m | — |
| Good Life Advisors, LLC 1.09% of their portfolio | 156.4k $7.4m | — |
| Progeny 3, Inc. 1.23% of their portfolio | 155.6k $7.4m | — |
| PFS Partners, LLC 7.94% of their portfolio | 155.0k $7.3m | — |
| Atlas Private Wealth Management, LLC 5.29% of their portfolio | 154.2k $7.3m | — |
| AVANTAX ADVISORY SERVICES, INC. 0.11% of their portfolio | 148.1k $7.0m | — |
| BELLEVUE ASSET MANAGEMENT, LLC 5.46% of their portfolio | 147.9k $7.0m | — |
| Migdal Insurance & Financial Holdings Ltd. 0.15% of their portfolio | 144.5k $6.8m | — |
| MARINER INDEPENDENT ADVISOR NETWORK, LLC 0.29% of their portfolio | 140.9k $6.7m | — |
| Stratos Wealth Partners, LTD. 0.19% of their portfolio | 140.2k $6.6m | — |
| Grove Bank & Trust 1.61% of their portfolio | 137.6k $6.5m | — |
| RMR Wealth Builders 1.57% of their portfolio | 135.7k $6.4m | — |
| MATHER GROUP, LLC. 0.14% of their portfolio | 132.7k $6.3m | — |
| TrueWealth Advisors, LLC 2.95% of their portfolio | 131.4k $6.2m | — |
| CITIGROUP INC 0.01% of their portfolio | 125.2k $5.9m | — |
| WR Wealth Planners, LLC 4.15% of their portfolio | 124.5k $5.9m | — |
| KESTRA PRIVATE WEALTH SERVICES, LLC 0.33% of their portfolio | 121.2k $5.7m | — |
| Financial Advocates Investment Management 0.53% of their portfolio | 119.8k $6.1m | — |
| Independent Advisor Alliance 0.33% of their portfolio | 119.5k $5.7m | — |
| Karp Capital Management Corp 1.13% of their portfolio | 116.9k $5.5m | — |
| Prospera Financial Services Inc 0.28% of their portfolio | 114.6k $5.4m | — |