Who owns First Tr Exchange Traded Fd dorsey wrt 5 etf?
- Ticker: FV
- CUSIP Number: 33738r605
Tip: Access positions for across all investors
Analyze quarterly positions in First Tr Exchange Traded Fd dorsey wrt 5 etf with up to 7 years of data, all consolidated into one spreadsheet
Download as csv
Download as Excel
Top investors of First Tr Exchange Traded Fd dorsey wrt 5 etf stock
Who bought or sold First Tr Exchange Traded Fd dorsey wrt 5 etf this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Morgan Stanley | 6.7M | $384M | -11% | Mar 2024 |
|
| LPL Financial | 4.2M | $239M | -2% | Mar 2024 |
|
| Wells Fargo & Company | 4.2M | $238M | -1% | Mar 2024 |
|
| Commonwealth Equity Services | 2.9M | $165M | -4% | Mar 2024 |
|
| Raymond James & Associates | 1.7M | $97M | 3% | Mar 2024 |
|
| Bank of America Corporation | 1.7M | $96M | -3% | Mar 2024 |
|
| Advisor Group Holdings | 1.2M | $70M | -12% | Mar 2024 |
|
| Royal Bank of Canada | 1.2M | $67M | 13% | Mar 2024 |
|
| Prospera Financial Services | 1.0M | $52M | -41% | Dec 2023 |
|
| Goss Wealth Management | 989k | $57M | 9% | Mar 2024 |
|
| Raymond James Financial Services Advisors | 963k | $55M | -10% | Mar 2024 |
|
| Concurrent Investment Advisors | 549k | $31M | -4% | Mar 2024 |
|
| Cambridge Investment Research Advisors | 538k | $31M | 48% | Mar 2024 |
|
| Janney Montgomery Scott | 516k | $30M | 0% | Mar 2024 |
|
| Sar Wealth Management Group | 509k | $29M | -1% | Mar 2024 |
|
| Madrona Financial Services | 498k | $29M | 2% | Mar 2024 |
|
| D.A. Davidson & Co. | 445k | $26M | -1% | Mar 2024 |
|
| Baird Financial | 411k | $21M | 18% | Dec 2023 |
|
| Envestnet Asset Management | 406k | $23M | -16% | Mar 2024 |
|
| One Capital Management | 395k | $23M | 100% | Mar 2024 |
|
| Stifel Financial | 375k | $21M | -3% | Mar 2024 |
|
| Private Advisor | 311k | $18M | -3% | Mar 2024 |
|
| Atwood & Palmer | 309k | $18M | -2% | Mar 2024 |
|
| Rockefeller Capital Management | 299k | $15M | -2% | Dec 2023 |
|
| CWM | 285k | $16M | 0% | Mar 2024 |
|
| Strid | 266k | $15M | -6% | Mar 2024 |
|
| MinichMacGregor Wealth Management | 253k | $15M | -1% | Mar 2024 |
|
| Steward Partners Investment Advisory | 238k | $14M | 27% | Mar 2024 |
|
| Integrated Wealth Concepts | 237k | $14M | 56% | Mar 2024 |
|
| Secure Asset Management | 218k | $12M | 40% | Mar 2024 |
|
| Ashton Thomas Private Wealth | 206k | $12M | -9% | Mar 2024 |
|
| HighTower Advisors | 192k | $11M | 5% | Mar 2024 |
|
| Stratos Wealth Partners | 160k | $9.2M | 1% | Mar 2024 |
|
| We Are One Seven | 159k | $8.2M | -6% | Dec 2023 |
|
| Good Life Advisors | 154k | $8.8M | -4% | Mar 2024 |
|
| Branch Banking & Trust Company | 151k | $8.7M | -18% | Mar 2024 |
|
| Concentrum Wealth Management | 149k | $8.5M | 6% | Mar 2024 |
|
| Regal Investment Advisors | 148k | $8.5M | -1% | Mar 2024 |
|
| Global Assets Advisory | 147k | $2.6M | 100% | Mar 2024 |
|
| HFG Advisors | 144k | $8.2M | -5% | Mar 2024 |
|
| Affinity Wealth Management | 141k | $8.0M | 2% | Mar 2024 |
|
| Jpmorgan Chase & Co | 136k | $7.8M | -3% | Mar 2024 |
|
| Sigma Planning | 125k | $7.2M | 71% | Mar 2024 |
|
| PFG Investments | 124k | $7.1M | 56% | Mar 2024 |
|
| SkyOak Wealt | 120k | $6.8M | 0% | Mar 2024 |
|
| Citigroup | 113k | $6.5M | 2% | Mar 2024 |
|
| IFP Advisors | 102k | $5.3M | -4% | Dec 2023 |
|
| Apollon Wealth Management | 101k | $5.8M | 1% | Mar 2024 |
|
| Fusion Capital | 100k | $5.7M | -1% | Mar 2024 |
|
| Daymark Wealth Partners | 96k | $5.0M | 22% | Dec 2023 |
|
| POM Investment Strategies | 96k | $5.5M | 3% | Mar 2024 |
|
| DB Wealth Management Group | 90k | $4.7M | -31% | Dec 2023 |
|
| Brian McDonald | 89k | $5.1M | 0% | Mar 2024 |
|
| SPC Financial | 88k | $5.0M | 13% | Mar 2024 |
|
| Unionview | 84k | $4.8M | 2% | Mar 2024 |
|
| Claro Advisors | 82k | $4.7M | -1% | Mar 2024 |
|
| Geneos Wealth Management | 80k | $4.6M | 1% | Mar 2024 |
|
| ValMark Advisers | 77k | $4.4M | 3% | Mar 2024 |
|
| Kestra Advisory Services | 76k | $3.9M | -20% | Dec 2023 |
|
| Susquehanna International | 71k | $4.0M | -19% | Mar 2024 |
|
| Fifth Third Securities | 67k | $3.8M | -7% | Mar 2024 |
|
| Proequities | 66k | $3.8B | 24% | Mar 2024 |
|
| Creative Planning | 64k | $3.6M | -1% | Mar 2024 |
|
| Atria Wealth Solutions | 60k | $3.4M | 7% | Mar 2024 |
|
| First Heartland Consultants | 55k | $3.2M | 0% | Mar 2024 |
|
| Stablepoint Partners | 54k | $3.1M | 24% | Mar 2024 |
|
| Cottonwood Capital Advisors | 52k | $2.8M | -6% | Mar 2024 |
|
| Muirfield Wealth Advisors | 50k | $2.8M | 0% | Mar 2024 |
|
| Wedbush Morgan Securities | 46k | $2.4M | 2% | Dec 2023 |
|
| Arkadios Wealth Advisors | 46k | $2.6M | -17% | Mar 2024 |
|
| Kestra Private Wealth Services | 41k | $2.3M | -13% | Mar 2024 |
|
| Resources Investment Advisors | 40k | $2.3M | -21% | Mar 2024 |
|
| Mariner Wealth Advisors | 40k | $2.3M | -28% | Mar 2024 |
|
| IFG Advisory | 40k | $2.3M | -11% | Mar 2024 |
|
| Mutual Advisors | 39k | $2.2M | -2% | Mar 2024 |
|
| Accel Wealth Management | 38k | $2.2M | 3% | Mar 2024 |
|
| Snowden Capital Advisors | 37k | $2.1M | -1% | Mar 2024 |
|
| Retirement Guys Formula | 37k | $2.1M | -18% | Mar 2024 |
|
| Wealth Enhancement Advisory Services | 35k | $2.0M | 6% | Mar 2024 |
|
| Smith, Moore & Co. | 35k | $2.0M | 10% | Mar 2024 |
|
| National Wealth Management Group | 33k | $1.7M | -21% | Dec 2023 |
|
| Harbour Investments | 32k | $1.7M | -12% | Dec 2023 |
|
| Private Advisory | 31k | $1.8M | 71% | Mar 2024 |
|
| NBT Bank | 30k | $1.7M | -6% | Mar 2024 |
|
| Keystone Financial Group | 29k | $1.7M | 20% | Mar 2024 |
|
| Waterfront Wealth | 29k | $1.6M | -14% | Mar 2024 |
|
| Creative Financial Designs | 29k | $1.6M | -11% | Mar 2024 |
|
| Level Four Advisory Services | 28k | $1.4M | 0% | Mar 2024 |
|
| Oppenheimer & Co | 27k | $1.6M | 4% | Mar 2024 |
|
| Lunt Capital Management | 27k | $1.5M | 27% | Mar 2024 |
|
| Goldman Sachs Group | 26k | $1.5M | 100% | Mar 2024 |
|
| CoreCap Advisors | 26k | $1.3M | -2% | Dec 2023 |
|
| Trust Point | 25k | $1.4M | 100% | Mar 2024 |
|
| Financial Advocates Investment Management | 24k | $1.4M | -3% | Mar 2024 |
|
| Us Bancorp | 23k | $1.3M | -5% | Mar 2024 |
|
| Benjamin F. Edwards & Company | 23k | $1.3M | -3% | Mar 2024 |
|
| Argent Trust | 23k | $1.3M | 88% | Mar 2024 |
|
| Atria Investments | 23k | $1.2M | 100% | Dec 2023 |
|
| Stephens | 22k | $1.3M | -15% | Mar 2024 |
|
| Atlas Private Wealth Advisors | 22k | $1.2M | -47% | Mar 2024 |
|
| L.m. Kohn & Company | 22k | $1.2M | 57% | Mar 2024 |
|
| Lincoln National | 21k | $1.2M | 9% | Mar 2024 |
|
| Steward Partners Investment Solutions | 21k | $1.2M | 100% | Mar 2024 |
|
| Hanson McClain Advisors | 21k | $1.2M | 1790% | Mar 2024 |
|
| Advisory Services Network | 21k | $1.2M | -37% | Mar 2024 |
|
| RFG Advisory | 20k | $1.2M | 98% | Mar 2024 |
|
| Natixis Asset Management Advisors | 20k | $1.2M | -2% | Mar 2024 |
|
| Insight Advisors, LLC/ PA | 20k | $1.1M | 0% | Mar 2024 |
|
| Capital Investment Advisory Services | 20k | $1.1M | -5% | Mar 2024 |
|
| Davenport & Co | 20k | $1.1M | 87% | Mar 2024 |
|
| Western Wealth Management | 19k | $1.1M | -1% | Mar 2024 |
|
| Ballew Advisors | 19k | $1.1M | -2% | Mar 2024 |
|
| Advisory Alpha | 19k | $1.1M | -2% | Mar 2024 |
|
| Quad-Cities Investment Group | 19k | $1.1M | -4% | Mar 2024 |
|
| Cedar Brook Financial Partners | 18k | $1.0M | 0% | Mar 2024 |
|
| Intl Fcstone | 18k | $1.0M | -4% | Mar 2024 |
|
| SNS Financial | 18k | $1.0M | -7% | Mar 2024 |
|
| Ausdal Financial Partners | 18k | $1.0M | 6% | Mar 2024 |
|
| Cascade Investment Group | 17k | $998k | 0% | Mar 2024 |
|
| Sage Mountain Advisors | 17k | $975k | 0% | Mar 2024 |
|
| Visionary Wealth Advisors | 17k | $969k | -2% | Mar 2024 |
|
| Clark Capital Management Group | 17k | $967k | 100% | Mar 2024 |
|
| Novak & Powell Financial Services | 17k | $849k | 100% | Dec 2023 |
|
| Trustmark National Bank - Trust Department | 16k | $937k | 0% | Mar 2024 |
|
| WCG Wealth Advisors | 16k | $930k | 16% | Mar 2024 |
|
| Carr Financial Group Corp | 16k | $923k | 50% | Mar 2024 |
|
| Clear Creek Financial Management | 16k | $920k | -2% | Mar 2024 |
|
| O'Dell Group | 15k | $862k | 0% | Mar 2024 |
|
| Envestnet Portfolio Solutions | 15k | $851k | 52% | Mar 2024 |
|
| Gilliland Jeter Wealth Management | 15k | $840k | 0% | Mar 2024 |
|
| Madison Park Capital Advisors | 14k | $812k | -2% | Mar 2024 |
|
| Ameritas Advisory Services | 14k | $753k | -47% | Dec 2023 |
|
| Spire Wealth Management | 14k | $804k | 0% | Mar 2024 |
|
| DHJJ Financial Advisors | 14k | $796k | 0% | Mar 2024 |
|
| Bank Of Oklahoma National Association / | 13k | $737k | 0% | Mar 2024 |
|
| Beacon Pointe Advisors | 13k | $646k | -2% | Dec 2023 |
|
| FMR | 13k | $714k | 40% | Mar 2024 |
|
| Eudaimonia Advisors | 12k | $707k | 3% | Mar 2024 |
|
| Sawtooth Asset Management | 12k | $633k | 2% | Dec 2023 |
|
| Wayne Hummer Investments | 12k | $688k | -18% | Mar 2024 |
|
| Global Retirement Partners | 12k | $687k | 11% | Mar 2024 |
|
| National Asset Management | 12k | $614k | -3% | Dec 2023 |
|
| AE Wealth Management | 12k | $670k | -90% | Mar 2024 |
|
| Cutter & CO Brokerage | 11k | $629k | -2% | Mar 2024 |
|
| Silver Oak Securities | 11k | $609k | -7% | Mar 2024 |
|
| Trueblood Wealth Management | 10k | $595k | -3% | Mar 2024 |
|
| MGB Wealth Management | 10k | $588k | 0% | Mar 2024 |
|
| First Citizens Bank & Trust | 10k | $572k | 0% | Mar 2024 |
|
| Northwestern Mutual Wealth Management Company | 9.4k | $538k | 206% | Mar 2024 |
|
| Sargent Investment Group | 9.4k | $536k | -3% | Mar 2024 |
|
| Axxcess Wealth Management | 8.0k | $411k | -19% | Dec 2023 |
|
| Thoroughbred Financial Services | 7.9k | $454k | -35% | Mar 2024 |
|
| International Assets Investment Management | 6.9k | $396k | -39% | Mar 2024 |
|
| 360 Financial | 6.4k | $367k | -41% | Mar 2024 |
|
| AlphaMark Advisors | 5.7k | $326k | -65% | Mar 2024 |
|
| Raymond James Trust | 5.4k | $309k | -80% | Mar 2024 |
|
| Koshinski Asset Management | 3.7k | $212k | -68% | Mar 2024 |
|
| Endowment Wealth Management | 3.6k | $203k | -93% | Mar 2024 |
|
Who sold out of First Tr Exchange Traded Fd dorsey wrt 5 etf?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| UBS Group | Dec 2023 | 2.1M | $107M |
| Meridian Wealth Management | Dec 2023 | 65k | $3.4M |
| Citadel Advisors | Dec 2023 | 36k | $1.9M |
| Centaurus Financial | Dec 2023 | 17k | $876k |
| Pensionmark Financial Group | Dec 2023 | 15k | $751k |