Who owns First Tr Exhcange Traded Fd smid risng etf?
- Ticker: SDVY
- CUSIP Number: 33741x102
Tip: Access positions for across all investors
Analyze quarterly positions in First Tr Exhcange Traded Fd smid risng etf with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold First Tr Exhcange Traded Fd smid risng etf this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
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LPL Financial | 13M | $462M | 93% | Mar 2024 |
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Morgan Stanley | 11M | $364M | 163% | Mar 2024 |
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Wells Fargo & Company | 7.4M | $256M | 64% | Mar 2024 |
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UBS Group | 3.8M | $134M | 125% | Mar 2024 |
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Bank of America Corporation | 3.7M | $130M | 115% | Mar 2024 |
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Raymond James & Associates | 3.3M | $115M | 28% | Mar 2024 |
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Royal Bank of Canada | 2.9M | $100M | 59% | Mar 2024 |
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LVZ Advisors | 2.7M | $94M | 100% | Mar 2024 |
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Branch Banking & Trust Company | 2.5M | $86M | 17% | Mar 2024 |
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Raymond James Financial Services Advisors | 2.4M | $85M | 54% | Mar 2024 |
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Stifel Financial | 2.1M | $73M | 33% | Mar 2024 |
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Commonwealth Equity Services | 1.8M | $62M | 63% | Mar 2024 |
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Envestnet Asset Management | 1.8M | $62M | 53% | Mar 2024 |
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Advisor Group Holdings | 1.8M | $62M | 8% | Mar 2024 |
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Cambridge Investment Research Advisors | 1.4M | $49M | 25% | Mar 2024 |
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William Blair $ Company | 967k | $34M | 33% | Mar 2024 |
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Private Advisor | 850k | $30M | 22% | Mar 2024 |
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Baird Financial | 837k | $27M | 5% | Dec 2023 |
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Horizon Advisory Services | 810k | $28M | 100% | Mar 2024 |
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Steward Partners Investment Advisory | 681k | $24M | 49% | Mar 2024 |
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Northwestern Mutual Wealth Management Company | 677k | $24M | 222% | Mar 2024 |
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HighTower Advisors | 664k | $23M | 74% | Mar 2024 |
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Global Assets Advisory | 550k | $16M | 3360% | Mar 2024 |
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Prospera Financial Services | 533k | $18M | -13% | Dec 2023 |
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Wealth Enhancement Advisory Services | 519k | $18M | 10% | Mar 2024 |
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Kestra Advisory Services | 512k | $17M | 191% | Dec 2023 |
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Kestra Private Wealth Services | 498k | $17M | 99% | Mar 2024 |
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Good Life Advisors | 463k | $16M | 213% | Mar 2024 |
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Pine Valley Investments Ltd Liability | 387k | $14M | 6% | Mar 2024 |
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Sanchez Wealth Management Group | 375k | $13M | -4% | Mar 2024 |
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Advantage Trust | 374k | $13M | 0% | Mar 2024 |
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Jane Street | 360k | $13M | -24% | Mar 2024 |
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H D Vest Advisory Services | 345k | $12M | 237% | Mar 2024 |
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Western Wealth Management | 344k | $12M | 8% | Mar 2024 |
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D.A. Davidson & Co. | 333k | $12M | 34% | Mar 2024 |
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Wagner Wealth Management | 330k | $12M | 100% | Mar 2024 |
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Integrated Wealth Concepts | 324k | $11M | 77% | Mar 2024 |
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Presidio Capital Management | 299k | $10M | 100% | Mar 2024 |
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Visionary Wealth Advisors | 297k | $10M | 126% | Mar 2024 |
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Ergawealth Advisors | 295k | $10M | 6% | Mar 2024 |
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Janney Montgomery Scott | 270k | $9.4M | 11% | Mar 2024 |
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First Heartland Consultants | 265k | $9.2M | 88% | Mar 2024 |
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Aft, Forsyth & Sober | 250k | $8.7M | 100% | Mar 2024 |
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Astor Investment Management | 247k | $8.6M | 100% | Mar 2024 |
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TrueWealth Advisors | 242k | $8.4M | -24% | Mar 2024 |
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Sigma Planning | 229k | $8.0M | 496% | Mar 2024 |
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Mach-1 Financial Group | 219k | $7.6M | 70% | Mar 2024 |
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Mariner Wealth Advisors | 216k | $7.5M | 9% | Mar 2024 |
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TMD Wealth Management | 214k | $7.5M | 100% | Mar 2024 |
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Proequities | 199k | $6.9B | 558% | Mar 2024 |
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Benjamin F. Edwards & Company | 191k | $6.7M | 52% | Mar 2024 |
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Harbour Investments | 190k | $6.2M | 84% | Dec 2023 |
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Crumly & Associates | 186k | $6.5M | 764% | Mar 2024 |
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AIFG Consultants | 185k | $6.4M | 6% | Mar 2024 |
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Gallagher Fiduciary Advisors | 182k | $6.3M | 20% | Mar 2024 |
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Aprio Wealth Management | 181k | $6.3M | 13% | Mar 2024 |
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RiverTree Advisors | 178k | $6.2M | 3% | Mar 2024 |
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Wayne Hummer Investments | 176k | $6.1M | 15% | Mar 2024 |
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Intl Fcstone | 176k | $6.1M | 29% | Mar 2024 |
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TAP Consulting | 175k | $6.1M | 22% | Mar 2024 |
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Hobart Private Capital | 172k | $6.0M | 21% | Mar 2024 |
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Concorde Asset Management | 170k | $5.9M | 100% | Mar 2024 |
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Elevated Capital Advisors | 167k | $5.8M | 791% | Mar 2024 |
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Arvest Investments | 164k | $5.7M | -4% | Mar 2024 |
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J.w. Cole Advisors | 148k | $5.2M | 17% | Mar 2024 |
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Stratos Wealth Partners | 145k | $5.0M | 16% | Mar 2024 |
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PSI Advisors | 143k | $5.0M | 28% | Mar 2024 |
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Jpmorgan Chase & Co | 143k | $5.0M | 7% | Mar 2024 |
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Wealthcare Advisory Partners | 136k | $4.7M | -5% | Mar 2024 |
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Harwood Advisory | 128k | $4.5M | 100% | Mar 2024 |
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N.E.W. Advisory Services | 126k | $4.4M | 955% | Mar 2024 |
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Fsb Premier Wealth Management | 124k | $4.3M | -11% | Mar 2024 |
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Redhawk Wealth Advisors | 123k | $4.3M | 1599% | Mar 2024 |
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Financial Advocates Investment Management | 108k | $3.7M | 10% | Mar 2024 |
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Goss Wealth Management | 106k | $3.7M | 8% | Mar 2024 |
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GPS Wealth Strategies Group | 103k | $3.6M | 20% | Mar 2024 |
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Naviter Wealth | 103k | $3.6M | -16% | Mar 2024 |
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D. E. Shaw & Co | 100k | $3.5M | 761% | Mar 2024 |
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ICA Group Wealth Management | 97k | $3.4M | 1366% | Mar 2024 |
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CX Institutional | 97k | $3.4M | -10% | Mar 2024 |
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Owen LaRue | 91k | $3.0M | 4% | Dec 2023 |
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Capital Investment Advisory Services | 91k | $3.2M | 96% | Mar 2024 |
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Stratos Wealth Advisors | 91k | $3.2M | 27% | Mar 2024 |
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RFG Advisory | 91k | $3.2M | 72% | Mar 2024 |
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Rockefeller Capital Management | 87k | $2.9M | 175% | Dec 2023 |
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SignalPoint Asset Management | 87k | $3.0M | -35% | Mar 2024 |
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Atria Wealth Solutions | 85k | $2.9M | -21% | Mar 2024 |
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Cherry Creek Investment Advisors | 79k | $2.7M | 17% | Mar 2024 |
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POM Investment Strategies | 78k | $2.7M | 5% | Mar 2024 |
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Cedrus | 77k | $2.7M | 10% | Mar 2024 |
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Secured Retirement Advisors | 76k | $2.7M | 1% | Mar 2024 |
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Signature Securities Group Corporation | 74k | $2.6M | 20% | Mar 2024 |
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Us Bancorp | 70k | $2.4M | -15% | Mar 2024 |
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Foundations Investment Advisors | 69k | $2.4M | 126% | Mar 2024 |
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Arkadios Wealth Advisors | 69k | $2.4M | 30% | Mar 2024 |
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Concurrent Investment Advisors | 69k | $2.4M | 3% | Mar 2024 |
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Brian McDonald | 66k | $2.3M | 113% | Mar 2024 |
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Oppenheimer & Co | 65k | $2.3M | 72% | Mar 2024 |
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Harvest Investment Services | 64k | $2.2M | 32% | Mar 2024 |
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Goldman Sachs Group | 64k | $2.2M | -14% | Mar 2024 |
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Cozad Asset Management | 64k | $2.2M | 2% | Mar 2024 |
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Hilltop Holdings | 63k | $2.2M | -12% | Mar 2024 |
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IFP Advisors | 63k | $2.0M | 33% | Dec 2023 |
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MAI Wealth Advisors | 63k | $2.2M | 138% | Mar 2024 |
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Raymond James Trust | 62k | $2.2M | 9% | Mar 2024 |
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Kingsview Wealth Management | 62k | $2.1M | 1% | Mar 2024 |
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Altus Wealth Group | 61k | $2.1M | 121% | Mar 2024 |
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Leo Wealth | 60k | $2.1M | 28% | Mar 2024 |
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Trueblood Wealth Management | 60k | $2.1M | 7% | Mar 2024 |
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Apollon Wealth Management | 59k | $2.1M | 119% | Mar 2024 |
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BlueChip Wealth Advisors | 59k | $2.0M | 8% | Mar 2024 |
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DHK Financial Advisors | 58k | $2.0M | 35% | Mar 2024 |
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Gladstone Institutional Advisory | 58k | $1.9M | -13% | Dec 2023 |
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San Luis Wealth Advisors | 57k | $2.0M | 100% | Mar 2024 |
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Summit Investment Advisory Services | 56k | $1.9M | -1% | Mar 2024 |
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Meitav Dash Investments | 56k | $1.9M | 0% | Mar 2024 |
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Envestnet Portfolio Solutions | 54k | $1.9M | 75% | Mar 2024 |
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Custom Index Systems | 53k | $1.7M | 100% | Dec 2023 |
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IFG Advisory | 52k | $1.8M | 2% | Mar 2024 |
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Continuum Advisory | 51k | $1.8M | 30% | Mar 2024 |
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Titleist Asset Management | 50k | $1.7M | 15% | Mar 2024 |
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Moors & Cabot | 49k | $1.7M | 131% | Mar 2024 |
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Purus Wealth Management | 49k | $1.7M | -1% | Mar 2024 |
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Atlas Wealth | 49k | $1.7M | 25% | Mar 2024 |
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Mutual Advisors | 47k | $1.6M | 383% | Mar 2024 |
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BBK Capital Partners | 47k | $1.6M | 100% | Mar 2024 |
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Legacy Capital Group California | 46k | $1.6M | 100% | Mar 2024 |
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Root Financial Partners | 45k | $1.6M | 0% | Mar 2024 |
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Y-Intercept | 44k | $1.5M | 100% | Mar 2024 |
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Centaurus Financial | 44k | $1.5M | 100% | Mar 2024 |
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PCG Wealth Advisors | 43k | $1.5M | -29% | Mar 2024 |
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Ashton Thomas Private Wealth | 43k | $1.5M | 108% | Mar 2024 |
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MinichMacGregor Wealth Management | 42k | $1.5M | 15% | Mar 2024 |
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Main Street Financial Solutions | 42k | $1.5M | 190% | Mar 2024 |
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Laidlaw Wealth Management | 42k | $1.5M | 88% | Mar 2024 |
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AE Wealth Management | 41k | $1.4M | -90% | Mar 2024 |
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Silver Oak Securities | 41k | $1.4M | -5% | Mar 2024 |
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Koshinski Asset Management | 40k | $1.4M | -36% | Mar 2024 |
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Fortis Group Advisors | 39k | $1.3M | 100% | Mar 2024 |
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Keystone Financial Group | 38k | $1.3M | 100% | Mar 2024 |
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Marshall Financial Group | 37k | $1.3M | 100% | Mar 2024 |
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Thrivent Financial for Lutherans | 36k | $1.2M | -3% | Mar 2024 |
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Principal Securities | 32k | $1.1M | 117% | Mar 2024 |
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Triumph Capital Management | 31k | $1.1M | 100% | Mar 2024 |
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Resources Investment Advisors | 31k | $1.1M | 100% | Mar 2024 |
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Secure Asset Management | 31k | $1.1M | 100% | Mar 2024 |
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Nbc Securities | 30k | $1.2M | 46% | Mar 2024 |
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International Assets Investment Management | 30k | $1.0M | 68% | Mar 2024 |
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Creative Financial Designs | 30k | $1.0M | 527% | Mar 2024 |
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National Asset Management | 19k | $546k | -43% | Mar 2024 |
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Chiron Capital Management | 7.5k | $263k | -83% | Mar 2024 |
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Spire Wealth Management | 724.00 | $25k | -99% | Mar 2024 |
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Who sold out of First Tr Exhcange Traded Fd smid risng etf?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Kolinsky Wealth Management | Sep 2023 | 123k | $3.5M |
Private Advisory | Sep 2023 | 102k | $2.9M |
Atria Investments | Sep 2023 | 37k | $1.0M |