Back to top

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

Name Assets
SPDR S&P 600 Small Cap Growth ETF $26,762,000
WisdomTree Total Dividend Fund $25,938,000
iShares MSCI Taiwan Capped ETF $24,056,000
PowerShares S&P MidCap Low Volatility Portfolio $22,267,000
PowerShares S&P SmallCap Low Volatility Portfolio $19,079,000
iShares Edge MSCI USA Momentum Factor ETF $17,210,000
SPDR S&P 400 Mid Cap Growth ETF $16,046,000
First Trust Senior Loan Fund $14,994,000
PowerShares Dynamic Large Cap Value Portfolio $14,689,000
SPDR S&P 600 Small Cap Value ETF $12,857,000
First Trust NASDAQ ABA Community Bank Index Fund $11,454,000
iShares Morningstar Mid-Cap ETF $11,440,000
Vanguard Russell 1000 Value Index Fund $9,211,000
PowerShares KBW High Dividend Yield Financial Portfolio $8,150,000
O'Shares FTSE US Quality Dividend ETF $7,926,000
Vanguard S&P Small-Cap 600 Index Fund $7,577,000
iShares Edge MSCI USA Quality Factor ETF $7,029,000
PowerShares KBW Premium Yield Equity REIT Portfolio $6,999,000
SPDR S&P 500 Value ETF $6,808,000
iShares Morningstar Small-Cap Value ETF $6,183,000
PowerShares Russell 2000 Pure Value Portfolio $5,848,000
PowerShares Dynamic Building & Construction Portfolio $5,769,000
iShares Morningstar Large-Cap Value ETF $5,620,000
First Trust Cloud Computing ETF $5,490,000
Highland/iBoxx Senior Loan ETF $5,293,000
SPDR S&P 600 Small Cap ETF $4,923,000
SPDR Russell 2000 ETF $4,485,000
SPDR SSGA US Small Cap Low Volatility Index ETF $4,470,000
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund $4,326,000
Vanguard Intermediate-Term Government Bond Index Fund $3,904,000
iShares Core 1-5 Year USD Bond ETF $3,789,000
Guggenheim Mid-Cap Core ETF $3,760,000
PowerShares Dynamic Media Portfolio $3,591,000
PowerShares KBW Property & Casualty Insurance Portfolio $3,585,000
Guggenheim BulletShares 2021 Corporate Bond ETF $3,457,000
PowerShares DWA Energy Momentum Portfolio $3,295,000
WisdomTree SmallCap Earnings Fund $3,253,000
SPDR S&P World ex-US ETF $3,130,000
iShares Morningstar Mid-Cap Growth ETF $3,017,000
Guggenheim S&P 500 Equal Weight Financials ETF $2,997,000
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund $2,926,000
iShares Morningstar Mid-Cap Value ETF $2,925,000
WisdomTree Earnings 500 Fund $2,860,000
PowerShares Dividend Achievers Portfolio $2,857,000
iShares GNMA Bond ETF $2,788,000
iShares MSCI Italy Capped ETF $2,652,000
WisdomTree Global High Dividend Fund $2,567,000
PowerShares Dynamic Semiconductors Portfolio $2,488,000
PowerShares DWA Technology Momentum Portfolio $2,438,000
iShares Edge MSCI USA Value Factor ETF $2,413,000
PIMCO Broad US TIPS Index Exchange-Traded Fund $2,412,000
WisdomTree Barclays US Aggregate Bond Enhanced Yield Fund $2,394,000
PowerShares Global Short Term High Yield Bond Portfolio $2,319,000
iShares 0-5 Year Investment Grade Corporate Bond ETF $2,233,000
PowerShares DWA Financial Momentum Portfolio $2,192,000
First Trust STOXX European Select Dividend Index Fund $2,141,000
First Trust Total US Market AlphaDEX ETF $1,995,000
WisdomTree Emerging Currency Strategy Fund $1,938,000
PowerShares DWA Healthcare Momentum Portfolio $1,851,000
SPDR Bloomberg Barclays Long Term Corporate Bond ETF $1,832,000
Fidelity NASDAQ Composite Index Tracking Stock $1,810,000
SPDR S&P 400 Mid Cap Value ETF $1,794,000
Vanguard Long-Term Government Bond Index Fund $1,709,000
PowerShares Golden Dragon China Portfolio $1,700,000
Vanguard International High Dividend Yield Index Fund $1,695,000
iShares MSCI USA Equal Weighted ETF $1,677,000
ProShares Short QQQ $1,527,000
PowerShares DWA Consumer Staples Momentum Portfolio $1,524,000
iShares Russell Top 200 ETF $1,500,000
SPDR Bloomberg Barclays Mortgage Backed Bond ETF $1,481,000
PowerShares DWA Basic Materials Momentum Portfolio $1,470,000
iShares Government/Credit Bond ETF $1,457,000
SPDR Russell 1000 ETF $1,443,000
iShares iBonds Sep 2017 Term Muni Bond ETF $1,377,000
Guggenheim BulletShares 2022 Corporate Bond ETF $1,352,000
BLDRS Developed Markets 100 ADR Index Fund $1,329,000
SPDR MSCI ACWI IMI ETF $1,274,000
PowerShares Dynamic Oil & Gas Services Portfolio $1,137,000
PowerShares Dynamic Software Portfolio $1,025,000
Alps Equal Sector Weight ETF $1,010,000
Cambria Shareholder Yield ETF $998,000
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund $995,000
Guggenheim S&P 500 Equal Weight Industrials ETF $961,000
PowerShares DWA SmallCap Momentum Portfolio $929,000
ProShares Ultra Oil & Gas $894,000
PIMCO 1-3 Year US Treasury Index Exchange Traded Fund $814,000
PowerShares Russell Midcap Pure Growth Portfolio $769,000
IQ Merger Arbitrage ETF $761,000
Schwab Short-Term US Treasury ETF $746,000
Deutsche X-trackers Municipal Infrastructure Revenue Bond ETF $718,000
PowerShares Russell Midcap Pure Value Portfolio $694,000
ETFS Physical Silver Shares $670,000
PowerShares Cleantech Portfolio $653,000
PowerShares Russell 2000 Pure Growth Portfolio $640,000
United States Short Oil Fund, LP $624,000
First Trust Chindia ETF $575,000
Schwab Intermediate-Term US Treasury ETF $574,000
AdvisorShares Dorsey Wright ADR ETF $566,000
IQ Global Resources ETF $559,000
First Trust Brazil AlphaDEX Fund $554,000
First Trust NASDAQ-100 Ex-Technology Sector Index Fund $481,000
SPDR Bloomberg Barclays Long Term Treasury ETF $470,000
PowerShares Dynamic Networking Portfolio $464,000
WisdomTree Total Earnings Fund $462,000
iShares Global Clean Energy ETF $462,000
ProShares Short High Yield $456,000
iShares MSCI Global Energy Producers ETF $439,000
iShares Global High Yield Corporate Bond ETF $439,000
iShares MSCI Japan Small-Cap ETF $430,000
iShares iBonds Mar 2023 Term Corporate ex-Financials ETF $420,000
iShares Asia/Pacific Dividend ETF $410,000
PowerShares Zacks Micro Cap Portfolio $409,000
PowerShares DWA Consumer Cyclicals Momentum Portfolio $409,000
iShares MSCI Emerging Markets Small-Cap ETF $405,000
WisdomTree Emerging Markets Corporate Bond Fund $402,000
ProShares Ultra Real Estate $392,000
SPDR STOXX Europe 50 ETF $387,000
SPDR SSGA US Large Cap Low Volatility Index ETF $367,000
First Trust Latin America AlphaDEX Fund $358,000
PowerShares S&P International Developed Quality Portfolio $343,000
iShares Core 10+ Year USD Bond ETF $329,000
ProShares Ultra Dow30 $322,000
PowerShares DWA NASDAQ Momentum Portfolio $322,000
SPDR S&P Global Dividend ETF $310,000
Direxion NASDAQ-100 Equal Weighted Index Shares $292,000
SPDR S&P Global Infrastructure ETF $280,000
Proshares Short Euro $279,000
Direxion Daily Technology Bull 3X Shares $273,000
iShares 1-3 Year International Treasury Bond ETF $267,000
SPDR Bloomberg Barclays 1-10 Year TIPS ETF $267,000
SPDR S&P International Financial Sector ETF $265,000
PowerShares FTSE RAFI Developed Markets ex-US Small-Mid Portfolio $263,000
First Trust Germany AlphaDEX Fund $259,000
First Trust Global Engineering and Construction ETF $258,000
First Trust Switzerland AlphaDEX Fund $236,000
Horizons S&P 500 Covered Call ETF $233,000
ProShares Ultra MSCI Emerging Markets $225,000
iShares Emerging Markets Infrastructure ETF $221,000
ProShares Short MidCap400 $220,000
PowerShares S&P 500 Downside Hedged Portfolio $201,000
First Trust NASDAQ Clean Edge Green Energy Index Fund $188,000
Guggenheim Canadian Energy Income ETF $126,000
iShares MSCI Global Silver Miners ETF $112,000

    Assets

    Assets

    Last updated on March 15, 2017
      • $112.1B
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 531K
        Accounts
      • $211.0K
        Estimated Average Account Balance

    Services

    Firm Services

    There is no Services data available to display at this time.

    Firm Client types

    Advisors

    Current Advisors

    # of advisors

    18,477

    name start date
    Pierre M. Movsessian, MBA, CFP®, AIF®
    March 1998
    Edward Joseph Vinette
    January 2010
    William Neilson Wheeler
    November 2013
    Bill Heestand, CLU, AIF
    November 2010
    Robert P. Russo, AAMS, AIF, CRPS
    May 2007

      Affiliated Investment Advisors and Broker Dealers

      Name Type Total Assets
      Fortigent Strategies Company, LLC -- --
      Fortigent, LLC IAR $2,176,083,698
      Lpl Insurance Associates -- --
      The Private Trust Company -- --

        Leadership

        Ownership

        There is no ownership data available to display at this time.

        Executives and Control Persons

        Name Title Tenure Date % Ownership
        David Paul Bergers Managing Director, General Counsel And Government Relations August, 2013 less than 5%
        Dan Hogan Jr Arnold President & Chief Executive Officer January, 2017 less than 5%
        Suzanne Elizabeth Auletta Executive Vice President, Chief Compliance Officer September, 2015 less than 5%
        Tracy Ellen Calder Managing Director, Deputy Chief Risk Officer January, 2016 less than 5%
        William Paul Jr Morrissey Managing Director And Divisional President, Independent Advisor Services March, 2015 less than 5%
        John Andrew Kalbaugh Managing Director And Divisional President, Institution Services March, 2015 less than 5%
        Matthew Jon Audette Chief Financial Officer September, 2015 less than 5%
        Thomas Andrew Gooley Managing Director, Service, Trading & Operations July, 2015 less than 5%
        Michelle Oroschakoff Managing Director, Chief Risk Officer September, 2013 less than 5%
        George Burton White Managing Director, Chief Investment Officer, Research November, 2007 less than 5%
        Victor Peter Iii Fetter Managing Director, Chief Information Officer December, 2012 less than 5%
        Sallie Rebecca Larsen Managing Director, Chief Human Capital Officer May, 2012 less than 5%
          Source: SEC

          Fees

          Types of Compensation Arrangements

          • Percentage Of Assets
          • Hourly Charges
          • Fixed Fees
          • Commissions