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 |
|---|---|---|---|---|---|
| Commonwealth Equity Services | 1.1M | $27M | 35% | Mar 2024 |
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| Advisor Group Holdings | 974k | $23M | -26% | Dec 2023 |
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| Global Assets Advisory | 887k | $37M | 2333% | Mar 2024 |
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| Branch Banking & Trust Company | 834k | $19M | 13% | Dec 2023 |
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| Spectrum Wealth Counsel | 809k | $19M | 100% | Dec 2023 |
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| Royal Bank of Canada | 783k | $18M | 42% | Dec 2023 |
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| Stifel Financial | 765k | $18M | 12% | Dec 2023 |
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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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| 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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| 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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| Kestra Private Wealth Services | 227k | $5.2M | 1% | Dec 2023 |
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| Raymond James Financial Services Advisors | 219k | $5.4M | 100% | Mar 2024 |
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| HighTower Advisors | 206k | $4.8M | 20% | Dec 2023 |
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| Pinnacle Wealth Management Advisory | 186k | $4.6M | 265% | Mar 2024 |
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| Janney Montgomery Scott | 177k | $4.1M | 53% | Dec 2023 |
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| Harbour Investments | 174k | $4.0M | 11% | Dec 2023 |
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| Nations Financial Group | 146k | $3.6M | 17% | Mar 2024 |
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| H D Vest Advisory Services | 116k | $2.7M | 683% | Dec 2023 |
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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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| MN Wealth Advisors | 93k | $2.3M | 100% | Mar 2024 |
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| National Asset Management | 88k | $2.0M | 65% | Dec 2023 |
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| Trueblood Wealth Management | 80k | $2.0M | 1% | Mar 2024 |
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| Kingsview Wealth Management | 78k | $1.8M | -12% | Dec 2023 |
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| BlackDiamond Wealth Management | 76k | $1.7M | -5% | Dec 2023 |
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| AE Wealth Management | 76k | $1.7M | -71% | Dec 2023 |
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| Streettalk Advisors | 74k | $1.7M | 10% | Dec 2023 |
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| We Are One Seven | 74k | $1.7M | 0% | Dec 2023 |
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| Wealth Enhancement Advisory Services | 73k | $1.8M | 81% | Mar 2024 |
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| Silver Oak Securities | 67k | $1.6M | 72% | Dec 2023 |
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| Private Advisor | 61k | $1.5M | 15% | Mar 2024 |
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| Semus Wealth Partners | 59k | $1.4M | 14% | Dec 2023 |
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| Mariner Wealth Advisors | 59k | $1.4M | 57% | Dec 2023 |
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| Herold Advisors | 53k | $1.2M | 2% | Dec 2023 |
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| CWM | 51k | $1.2M | 17% | Mar 2024 |
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| Atlas Wealth | 49k | $1.0M | 0% | Dec 2023 |
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| Delta Investment Management | 48k | $1.1M | 2% | Dec 2023 |
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| Cherry Creek Investment Advisors | 46k | $1.1M | -28% | 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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| Jpmorgan Chase & Co | 43k | $985k | 4% | Dec 2023 |
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| RFG Advisory | 41k | $991k | 288% | 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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| Sandy Spring Bank | 37k | $863k | 100% | Dec 2023 |
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| Raymond James & Associates | 36k | $881k | 100% | Mar 2024 |
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| Stonebridge Financial Planning Group | 35k | $800k | 45% | Dec 2023 |
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| D.A. Davidson & Co. | 34k | $782k | 100% | Dec 2023 |
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| J.w. Cole Advisors | 33k | $802k | 17% | Mar 2024 |
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| Sigma Planning | 32k | $741k | 100% | Dec 2023 |
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| Key Client Fiduciary Advisors | 31k | $755k | -1% | Mar 2024 |
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| Virtue Capital Management | 31k | $702k | 100% | Dec 2023 |
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| Wedbush Morgan Securities | 30k | $695k | 23% | Dec 2023 |
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| Lincoln National | 28k | $654k | -7% | Dec 2023 |
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| Foundations Investment Advisors | 28k | $638k | 8% | Dec 2023 |
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| Capital Analysts | 27k | $632k | 16% | Dec 2023 |
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| Moloney Securities Asset Management | 26k | $597k | 34% | Dec 2023 |
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| Citadel Advisors | 26k | $596k | 100% | Dec 2023 |
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| Derbend Asset Management | 26k | $628k | 23% | Mar 2024 |
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| Insight Advisors, LLC/ PA | 25k | $587k | 1% | Dec 2023 |
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| First Heartland Consultants | 25k | $572k | -22% | Dec 2023 |
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| Atlas Private Wealth Advisors | 25k | $566k | 1% | Dec 2023 |
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| Vima | 23k | $523k | 100% | Dec 2023 |
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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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| Beacon Financial | 19k | $441k | 100% | Dec 2023 |
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| TKG Advisors | 19k | $434k | -3% | Dec 2023 |
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| Atomi Financial Group | 19k | $428k | -22% | Dec 2023 |
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| Marshall Financial Group | 18k | $446k | 9% | 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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| Snowden Capital Advisors | 16k | $377k | 100% | Dec 2023 |
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| Comprehensive Financial Consultants Institutional | 16k | $368k | 14% | Dec 2023 |
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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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| Western Wealth Management | 13k | $304k | 100% | Dec 2023 |
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| WCG Wealth Advisors | 13k | $291k | -3% | Dec 2023 |
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| Intl Fcstone | 12k | $275k | 100% | Dec 2023 |
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| Arkadios Wealth Advisors | 12k | $285k | 100% | Mar 2024 |
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| Apollon Wealth Management | 12k | $266k | 0% | Dec 2023 |
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| Retirement Planning Group | 11k | $277k | 6% | 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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| Atria Wealth Solutions | 11k | $243k | 100% | Dec 2023 |
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| Insigneo Advisory Services | 10k | $240k | 100% | Dec 2023 |
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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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| U.S. Capital Wealth Advisors | 9.5k | $219k | 0% | Dec 2023 |
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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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| 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 | 100% | Dec 2023 |
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| Advisory Services Network | 3.7k | $86k | 100% | Dec 2023 |
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| Tyler-Stone Wealth Management | 3.4k | $79k | 85% | Dec 2023 |
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| Householder Group Estate & Retirement Specialist | 1.7k | $40k | 100% | Dec 2023 |
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| Creekmur Asset Management | 1.7k | $40k | 100% | Dec 2023 |
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| Steward Partners Investment Advisory | 1.5k | $35k | 100% | Dec 2023 |
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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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| Private Trust Co Na | 900.00 | $22k | 0% | Mar 2024 |
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| Larson Financial Group | 890.00 | $21k | 0% | Dec 2023 |
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| ICA Group Wealth Management | 500.00 | $12k | 100% | Dec 2023 |
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| Principal Securities | 312.00 | $7.2k | 100% | Dec 2023 |
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| AlphaMark Advisors | 100.00 | $2.0k | 100% | Mar 2024 |
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| Wells Fargo & Company | 1.00 | $24.000000 | 100% | Dec 2023 |
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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 |
| Wolverine Trading | Sep 2023 | 19k | $398k |
| Beacon Financial Advisory | Dec 2023 | 9.1k | $210k |
| Stratos Wealth Advisors | Dec 2023 | 9.1k | $210k |
| Cape Investment Advisory | Sep 2023 | 1.5k | $32k |