IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

First TR Exchange-Traded FD

Q4 2022 vs Q1 2023

Comparing institutional holders between quarters

Quarters

Q1 2023Q4 2022Q3 2022Q2 2022Q1 2022
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Cyndeo Wealth Partners, LLC
INCREASED
Shares123,073 from 114,231
Change+8,842 (+8%)
Value$6.0M (+$839.3K)
Filed 2023-04-25
LPL Financial LLC
INCREASED
Shares41,645 from 29,747
Change+11,898 (+40%)
Value$2.0M (+$689.8K)
Filed 2023-05-10
Jane Street Group, LLC
DECREASED
Shares31,454 from 59,714
Change-28,260 (-47%)
Value$1.5M (-$1.2M)
Filed 2023-05-16
Silver OAK Securities, Incorporated
INCREASED
Shares26,767 from 26,267
Change+500 (+2%)
Value$1.3K (+$117)
Filed 2023-05-05
Financial Advocates Investment Management
DECREASED
Shares4,656 from 5,186
Change-530 (-10%)
Value$228.6K (-$7.6K)
Filed 2023-05-11
Osaic Holdings, Inc.
INCREASED
Shares3,024 from 2,928
Change+96 (+3%)
Value$148.7K (+$15.7K)
Filed 2023-05-12
Mach-1 Financial Group, LLC
NEW
Shares2,184
Change+2,184
Value$107.2M
Filed 2023-05-10
Ahrens Investment Partners LLC
NEW
Shares1,944
Change+1,944
Value$95.5K
Filed 2023-04-24
Harbour Investments, Inc.
DECREASED
Shares686 from 866
Change-180 (-21%)
Value$33.7K (-$5.8K)
Filed 2023-05-15
Steward Partners Investment Advisory, LLC
DECREASED
Shares515 from 595
Change-80 (-13%)
Value$25.3K (-$1.8K)
Filed 2023-05-15
Belpointe Asset Management LLC
UNCHANGED
Shares334 from 334
Change0 (0%)
Value$16.4K (+$1.2K)
Filed 2023-05-15
Geneos Wealth Management Inc.
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$9.8K (+$710)
Filed 2023-04-25
Global Retirement Partners, LLC
DECREASED
Shares189 from 289
Change-100 (-35%)
Value$9.6K (-$3.6K)
Filed 2023-05-08
Royal Bank of Canada
DECREASED
Shares76 from 176
Change-100 (-57%)
Value$4.0K (-$4.0K)
Filed 2023-05-15
FSB Premier Wealth Management, Inc.
CLOSED
Shares0 from 7,897
Change-7,897 (-100%)
Value$0 (-$359.8K)
Filed 2023-05-04
Rockefeller Capital Management L.P.
CLOSED
Shares0 from 4,789
Change-4,789 (-100%)
Value$0 (-$218)
Filed 2023-05-16
IFP Advisors, Inc
CLOSED
Shares0 from 2,680
Change-2,680 (-100%)
Value$0 (-$137)
Filed 2023-04-18
UBS Group AG
CLOSED
Shares0 from 148
Change-148 (-100%)
Value$0 (-$6.7K)
Filed 2023-05-12
Money Concepts Capital Corp
CLOSED
Shares0 from 5
Change-5 (-100%)
Value$0 (-$228)
Filed 2023-05-01
Wells Fargo & Company
DECREASED
Shares0 from 1
Change-1 (-100%)
Value$29 (-$17)
Filed 2023-05-12
Proequities, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2023-05-15
Status
Cyndeo Wealth Partners, LLC
INCREASED123,073114,231+8,842+8%$5.2M$6.0M+$839.3K2023-04-25
LPL Financial LLC
INCREASED41,64529,747+11,898+40%$1.4M$2.0M+$689.8K2023-05-10
Jane Street Group, LLC
DECREASED31,45459,714-28,260-47%$2.7M$1.5M-$1.2M2023-05-16
Silver OAK Securities, Incorporated
INCREASED26,76726,267+500+2%$1.2K$1.3K+$1172023-05-05
Financial Advocates Investment Management
DECREASED4,6565,186-530-10%$236.3K$228.6K-$7.6K2023-05-11
Osaic Holdings, Inc.
INCREASED3,0242,928+96+3%$133.0K$148.7K+$15.7K2023-05-12
Mach-1 Financial Group, LLC
NEW2,184—+2,184——$107.2M—2023-05-10
Ahrens Investment Partners LLC
NEW1,944—+1,944——$95.5K—2023-04-24
Harbour Investments, Inc.
DECREASED686866-180-21%$39.5K$33.7K-$5.8K2023-05-15
Steward Partners Investment Advisory, LLC
DECREASED515595-80-13%$27.1K$25.3K-$1.8K2023-05-15
Belpointe Asset Management LLC
UNCHANGED33433400%$15.2K$16.4K+$1.2K2023-05-15
Geneos Wealth Management Inc.
UNCHANGED20020000%$9.1K$9.8K+$7102023-04-25
Global Retirement Partners, LLC
DECREASED189289-100-35%$13.2K$9.6K-$3.6K2023-05-08
Royal Bank of Canada
DECREASED76176-100-57%$8.0K$4.0K-$4.0K2023-05-15
FSB Premier Wealth Management, Inc.
CLOSED07,897-7,897-100%$359.8K$0-$359.8K2023-05-04
Rockefeller Capital Management L.P.
CLOSED04,789-4,789-100%$218$0-$2182023-05-16
IFP Advisors, Inc
CLOSED02,680-2,680-100%$137$0-$1372023-04-18
UBS Group AG
CLOSED0148-148-100%$6.7K$0-$6.7K2023-05-12
Money Concepts Capital Corp
CLOSED05-5-100%$228$0-$2282023-05-01
Wells Fargo & Company
DECREASED01-1-100%$46$29-$172023-05-12
Proequities, Inc.
UNCHANGED000—$0$0$02023-05-15
Showing 21 of 21 institutions