Who owns FIRST TR EXCHANGE-TRADED FD?
- Ticker: RDVI
- CUSIP Number: 33738d879
Tip: Access positions for across all investors
Analyze quarterly positions in First Tr Exchange-traded with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of First Tr Exchange-traded stock
Who bought or sold FIRST TR EXCHANGE-TRADED FD this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| LPL Financial | 3.9M | $96M | 24% | Mar 2024 |
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| Envestnet Asset Management | 1.5M | $37M | 30% | Mar 2024 |
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| Advisor Group Holdings | 1.4M | $34M | 44% | Mar 2024 |
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| Commonwealth Equity Services | 1.1M | $27M | 35% | Mar 2024 |
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| Branch Banking & Trust Company | 1.0M | $25M | 24% | Mar 2024 |
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| Stifel Financial | 1.0M | $25M | 34% | Mar 2024 |
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| Royal Bank of Canada | 959k | $24M | 23% | Mar 2024 |
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| Spectrum Wealth Counsel | 907k | $22M | 12% | Mar 2024 |
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| Global Assets Advisory | 887k | $37M | 2333% | Mar 2024 |
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| Cambridge Investment Research Advisors | 521k | $13M | 9% | Mar 2024 |
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| Gail Mannix | 503k | $12M | 114% | Mar 2024 |
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| Park National Corp | 479k | $11M | 20% | Dec 2023 |
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| Prospera Financial Services | 424k | $9.8M | 74% | Dec 2023 |
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| Echo Wealth Management | 351k | $8.6M | 2% | Mar 2024 |
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| Janney Montgomery Scott | 348k | $8.5M | 97% | Mar 2024 |
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| Cedrus | 329k | $8.1M | 22% | Mar 2024 |
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| Ergawealth Advisors | 328k | $8.0M | 107% | Mar 2024 |
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| Kestra Advisory Services | 304k | $7.0M | 46% | Dec 2023 |
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| Second Half Financial Partners | 268k | $6.5M | 100% | Mar 2024 |
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| Baird Financial | 266k | $6.1M | 208% | Dec 2023 |
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| Midwest Financial Group | 257k | $6.3M | -7% | Mar 2024 |
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| HighTower Advisors | 230k | $5.6M | 11% | Mar 2024 |
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| Raymond James Financial Services Advisors | 219k | $5.4M | 100% | Mar 2024 |
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| Integrated Wealth Concepts | 190k | $4.6M | 88% | Mar 2024 |
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| Pinnacle Wealth Management Advisory | 186k | $4.6M | 265% | Mar 2024 |
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| Harbour Investments | 174k | $4.0M | 11% | Dec 2023 |
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| H D Vest Advisory Services | 173k | $4.2M | 49% | Mar 2024 |
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| Mariner Wealth Advisors | 160k | $3.9M | 171% | Mar 2024 |
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| Nations Financial Group | 146k | $3.6M | 17% | Mar 2024 |
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| Kingsview Wealth Management | 111k | $2.7M | 42% | Mar 2024 |
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| Rehmann Capital Advisory | 103k | $2.5M | -3% | Mar 2024 |
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| Stephens | 102k | $2.5M | 14% | Mar 2024 |
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| G&S Capital | 102k | $2.5M | 4% | Mar 2024 |
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| Milestone Asset Management | 95k | $2.3M | 100% | Mar 2024 |
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| Goss Wealth Management | 94k | $2.3M | 18% | Mar 2024 |
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| MN Wealth Advisors | 93k | $2.3M | 100% | Mar 2024 |
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| Sigma Planning | 85k | $2.1M | 166% | Mar 2024 |
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| Jpmorgan Chase & Co | 82k | $2.0M | 92% | Mar 2024 |
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| Silver Oak Securities | 81k | $2.0M | 20% | Mar 2024 |
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| Trueblood Wealth Management | 80k | $2.0M | 1% | Mar 2024 |
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| We Are One Seven | 74k | $1.7M | 0% | Dec 2023 |
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| Foundations Investment Advisors | 73k | $1.8M | 160% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 73k | $1.8M | 81% | Mar 2024 |
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| Prosperity Financial Group | 71k | $1.7M | -77% | Mar 2024 |
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| Kestra Private Wealth Services | 68k | $1.7M | -70% | Mar 2024 |
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| BlackDiamond Wealth Management | 67k | $1.6M | -12% | Mar 2024 |
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| Semus Wealth Partners | 65k | $1.6M | 11% | Mar 2024 |
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| Private Advisor | 61k | $1.5M | 15% | Mar 2024 |
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| D.A. Davidson & Co. | 60k | $1.5M | 77% | Mar 2024 |
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| Sequent Planning | 54k | $1.3M | 100% | Mar 2024 |
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| Herold Advisors | 53k | $1.3M | 0% | Mar 2024 |
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| National Asset Management | 53k | $1.1M | -40% | Mar 2024 |
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| CWM | 51k | $1.2M | 17% | Mar 2024 |
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| Capital Analysts | 47k | $1.1M | 70% | Mar 2024 |
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| Cherry Creek Investment Advisors | 46k | $1.1M | -28% | Mar 2024 |
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| Delta Investment Management | 46k | $1.1M | -4% | Mar 2024 |
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| Secure Asset Management | 46k | $1.1M | -50% | Mar 2024 |
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| MTM Investment Management | 43k | $1.0M | 12% | Mar 2024 |
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| RFG Advisory | 41k | $991k | 288% | Mar 2024 |
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| Beacon Financial | 39k | $963k | 106% | Mar 2024 |
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| Capital Investment Advisory Services | 39k | $942k | 63% | Mar 2024 |
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| GPS Wealth Strategies Group | 38k | $940k | 20% | Mar 2024 |
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| Stonebridge Financial Planning Group | 38k | $932k | 10% | Mar 2024 |
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| Sandy Spring Bank | 38k | $920k | 0% | Mar 2024 |
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| Raymond James & Associates | 36k | $881k | 100% | Mar 2024 |
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| Atlas Wealth | 36k | $871k | -28% | Mar 2024 |
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| Virtue Capital Management | 34k | $807k | 12% | Mar 2024 |
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| Lincoln National | 34k | $822k | 18% | Mar 2024 |
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| J.w. Cole Advisors | 33k | $802k | 17% | Mar 2024 |
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| Atomi Financial Group | 31k | $764k | 68% | Mar 2024 |
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| Key Client Fiduciary Advisors | 31k | $755k | -1% | Mar 2024 |
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| Wedbush Morgan Securities | 30k | $695k | 23% | Dec 2023 |
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| Snowden Capital Advisors | 30k | $723k | 81% | Mar 2024 |
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| Good Life Advisors | 29k | $701k | 100% | Mar 2024 |
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| Streettalk Advisors | 29k | $698k | -62% | Mar 2024 |
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| Moloney Securities Asset Management | 27k | $671k | 6% | Mar 2024 |
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| Insight Advisors, LLC/ PA | 27k | $652k | 5% | Mar 2024 |
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| Derbend Asset Management | 26k | $628k | 23% | Mar 2024 |
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| Rockefeller Capital Management | 23k | $519k | 0% | Dec 2023 |
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| Main Street Financial Solutions | 23k | $550k | 26% | Mar 2024 |
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| Patriot Financial Group Insurance Agency | 22k | $548k | -26% | Mar 2024 |
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| Gladstone Institutional Advisory | 22k | $506k | 51% | Dec 2023 |
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| Raab & Moskowitz Asset Management | 21k | $473k | 0% | Dec 2023 |
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| First Heartland Consultants | 19k | $462k | -24% | Mar 2024 |
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| TKG Advisors | 19k | $454k | -1% | Mar 2024 |
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| Marshall Financial Group | 18k | $446k | 9% | Mar 2024 |
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| Western Wealth Management | 18k | $438k | 36% | Mar 2024 |
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| Intl Fcstone | 16k | $402k | 39% | Mar 2024 |
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| Acorn Wealth Advisors | 16k | $402k | 100% | Mar 2024 |
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| Triumph Capital Management | 16k | $398k | 100% | Mar 2024 |
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| Comprehensive Financial Consultants Institutional | 16k | $391k | 0% | Mar 2024 |
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| HBW Advisory Services | 16k | $362k | 0% | Mar 2024 |
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| Steel Peak Wealth Management | 15k | $354k | 100% | Mar 2024 |
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| DHJJ Financial Advisors | 14k | $337k | 1% | Mar 2024 |
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| AE Wealth Management | 13k | $312k | -83% | Mar 2024 |
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| Atlas Private Wealth Advisors | 13k | $309k | -49% | Mar 2024 |
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| Atria Wealth Solutions | 12k | $305k | 18% | Mar 2024 |
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| Arkadios Wealth Advisors | 12k | $285k | 100% | Mar 2024 |
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| Apollon Wealth Management | 12k | $283k | 0% | Mar 2024 |
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| Smith, Moore & Co. | 11k | $279k | 100% | Mar 2024 |
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| WCG Wealth Advisors | 11k | $277k | -10% | Mar 2024 |
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| Retirement Planning Group | 11k | $277k | 6% | Mar 2024 |
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| Insigneo Advisory Services | 11k | $272k | 7% | Mar 2024 |
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| CoreCap Advisors | 11k | $256k | -41% | Dec 2023 |
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| Proequities | 11k | $266M | 9% | Mar 2024 |
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| TrueWealth Advisors | 10k | $253k | 100% | Mar 2024 |
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| Aurora Private Wealth | 10k | $246k | 15% | Mar 2024 |
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| ICA Group Wealth Management | 9.6k | $234k | 1813% | Mar 2024 |
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| U.S. Capital Wealth Advisors | 9.5k | $233k | 0% | Mar 2024 |
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| Ameritas Advisory Services | 9.4k | $217k | -40% | Dec 2023 |
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| Ignite Planners | 9.2k | $223k | 0% | Mar 2024 |
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| Quad-Cities Investment Group | 8.6k | $210k | 100% | Mar 2024 |
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| Aptus Capital Advisors | 8.5k | $208k | -56% | Mar 2024 |
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| Luken Investment Analytics | 7.1k | $175k | 6% | Mar 2024 |
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| Nbc Securities | 5.5k | $134k | 2% | Mar 2024 |
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| IFP Advisors | 5.3k | $123k | 10% | Dec 2023 |
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| EverSource Wealth Advisors | 4.8k | $111k | 0% | Mar 2024 |
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| BBK Capital Partners | 4.5k | $109k | 100% | Mar 2024 |
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| Tyler-Stone Wealth Management | 4.4k | $109k | 29% | Mar 2024 |
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| POM Investment Strategies | 4.0k | $97k | -58% | Mar 2024 |
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| Institutional & Family Asset Management | 2.8k | $69k | 100% | Mar 2024 |
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| Householder Group Estate & Retirement Specialist | 2.4k | $58k | 36% | Mar 2024 |
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| Qube Research & Technologies | 1.9k | $47k | 100% | Mar 2024 |
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| Creekmur Asset Management | 1.7k | $42k | 1% | Mar 2024 |
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| Steward Partners Investment Advisory | 1.5k | $37k | 0% | Mar 2024 |
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| Wagner Wealth Management | 1.5k | $36k | 100% | Mar 2024 |
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| Benjamin F. Edwards & Company | 1.0k | $24k | 0% | Mar 2024 |
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| Brian McDonald | 957.00 | $23k | 193% | Mar 2024 |
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| Private Trust Co Na | 900.00 | $22k | 0% | Mar 2024 |
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| Larson Financial Group | 890.00 | $22k | 0% | Mar 2024 |
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| Principal Securities | 770.00 | $19k | 147% | Mar 2024 |
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| Kozak & Associates | 765.00 | $18k | 100% | Mar 2024 |
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| AlphaMark Advisors | 100.00 | $2.0k | 100% | Mar 2024 |
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| Northwestern Mutual Wealth Management Company | 35.00 | $856.999500 | 100% | Mar 2024 |
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| Wells Fargo & Company | 1.00 | $29.000000 | 0% | Mar 2024 |
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Who sold out of First Tr Exchange-traded?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| N.E.W. Advisory Services | Dec 2023 | 38k | $872k |
| Citadel Advisors | Dec 2023 | 26k | $596k |
| Susquehanna International | Sep 2023 | 23k | $483k |
| Vima | Dec 2023 | 23k | $523k |
| Beacon Financial Advisory | Dec 2023 | 9.1k | $210k |
| Stratos Wealth Advisors | Dec 2023 | 9.1k | $210k |
| Advisory Services Network | Dec 2023 | 3.7k | $86k |
| Cape Investment Advisory | Sep 2023 | 1.5k | $32k |