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First TR Value Line 100 ETF

CUSIP: 33735G107 | 76 institutional holders

Quarters

Q3 2020Q2 2020Q1 2020Q4 2019Q3 2019
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2020

LPL Financial LLC137,188
0.0% of portfolio›$3.0K
Citadel Advisors LLC45,240
0.0% of portfolio›$997
Institute for Wealth Management, Llc.34,801
0.0% of portfolio›$767
Royal Bank of Canada27,166
0.0% of portfolio›$599
Bank of America Corp26,730
0.0% of portfolio›$590
Morgan Stanley25,038
0.0% of portfolio›$552
Total Investment Management Inc21,879
0.1% of portfolio›$464
Kingsview Wealth Management, LLC16,899
0.0% of portfolio›$372
Jane Street Group, LLC15,511
0.0% of portfolio›$342
Camelot Portfolios, LLC13,802
0.0% of portfolio›$304
PNC Financial Services Group, Inc.8,714
0.0% of portfolio›$192
UBS Group AG8,707
0.0% of portfolio›$192
Proequities, Inc.6,555
0.0% of portfolio›$144
Osaic Holdings, Inc.3,411
0.0% of portfolio›$75
Wells Fargo & Company2,074
0.0% of portfolio›$45
Capital Analysts, LLC1,900
0.0% of portfolio›$42
American Portfolios Advisors750
0.0% of portfolio›$16.5K
Winslow, Evans & Crocker, Inc.300
0.0% of portfolio›$7
StyleTurnoverLocationFiled
LPL Financial LLC
137,188$3.0K0.0%IndexVery LowFort Mill, SC2020-11-09
Citadel Advisors LLC
45,240$9970.0%CoreVery HighMiami, FL2020-11-16
Institute for Wealth Management, Llc.
34,801$7670.0%GrowthLowDenver, CO2020-11-03
Royal Bank of Canada
27,166$5990.0%CoreLowToronto, Australia2020-11-16
Bank of America Corp
26,730$5900.0%CoreLowCharlotte, NC2020-11-13
Morgan Stanley
25,038$5520.0%CoreLowNew York, NY2020-11-13
Total Investment Management Inc
21,879$4640.1%ETFLowScottsdale, AZ2020-11-02
Kingsview Wealth Management, LLC
16,899$3720.0%ETFMediumGrants Pass, OR2020-11-19
Jane Street Group, LLC
15,511$3420.0%CoreVery HighNew York, NY2020-11-17
Camelot Portfolios, LLC
13,802$3040.0%Deep ValueMediumMaumee, OH2020-10-19
PNC Financial Services Group, Inc.
8,714$1920.0%GrowthVery LowPittsburgh, PA2020-11-06
UBS Group AG
8,707$1920.0%CoreMediumZurich, Switzerland2020-11-12
Proequities, Inc.
6,555$1440.0%GrowthVery LowBirmingham, AL2020-11-13
Osaic Holdings, Inc.
3,411$750.0%IndexLowScottsdale, AZ2020-11-12
Wells Fargo & Company
2,074$450.0%CoreLowSan Francisco, CA2020-11-05
Capital Analysts, LLC
1,900$420.0%ETFLowFort Washington, PA2020-11-12
American Portfolios Advisors
750$16.5K0.0%N/AN/AHolbrook, NY2023-03-22
Winslow, Evans & Crocker, Inc.
300$70.0%N/AN/ABoston, MA2020-10-21