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
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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 |
---|---|---|---|---|---|
Wells Fargo & Company | 4.2M | $217M | -11% | Dec 2023 |
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Commonwealth Equity Services | 3.0M | $154M | -3% | Dec 2023 |
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UBS Group | 2.1M | $107M | 1% | Dec 2023 |
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Bank of America Corporation | 1.7M | $89M | -1% | Dec 2023 |
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Raymond James & Associates | 1.7M | $85M | 4% | Dec 2023 |
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Advisor Group Holdings | 1.4M | $72M | -13% | Dec 2023 |
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Raymond James Financial Services Advisors | 1.1M | $55M | -10% | Dec 2023 |
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Royal Bank of Canada | 1.0M | $54M | -5% | Dec 2023 |
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Prospera Financial Services | 1.0M | $52M | -41% | Dec 2023 |
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Concurrent Investment Advisors | 573k | $30M | 100% | Dec 2023 |
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Janney Montgomery Scott | 518k | $27M | -10% | Dec 2023 |
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Sar Wealth Management Group | 509k | $29M | -1% | Mar 2024 |
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Madrona Financial Services | 490k | $25M | 13% | Dec 2023 |
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D.A. Davidson & Co. | 452k | $23M | 6% | Dec 2023 |
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Baird Financial | 411k | $21M | 18% | Dec 2023 |
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Stifel Financial | 387k | $20M | -7% | Dec 2023 |
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Cambridge Investment Research Advisors | 364k | $19M | 7% | Dec 2023 |
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Private Advisor | 321k | $17M | -5% | Dec 2023 |
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Atwood & Palmer | 309k | $18M | -2% | Mar 2024 |
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Rockefeller Capital Management | 299k | $15M | -2% | Dec 2023 |
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CWM | 285k | $16M | 0% | Mar 2024 |
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Strid | 284k | $15M | 0% | Dec 2023 |
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MinichMacGregor Wealth Management | 253k | $15M | -1% | Mar 2024 |
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Steward Partners Investment Advisory | 188k | $9.7M | -6% | Dec 2023 |
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Branch Banking & Trust Company | 184k | $9.5M | 3% | Dec 2023 |
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HighTower Advisors | 183k | $9.5M | -18% | Dec 2023 |
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Good Life Advisors | 161k | $8.3M | 1% | Dec 2023 |
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Stratos Wealth Partners | 160k | $9.2M | 1% | Mar 2024 |
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We Are One Seven | 159k | $8.2M | -6% | Dec 2023 |
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Secure Asset Management | 155k | $8.0M | -38% | Dec 2023 |
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Global Assets Advisory | 147k | $2.6M | 100% | Mar 2024 |
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HFG Advisors | 144k | $8.2M | -5% | Mar 2024 |
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Concentrum Wealth Management | 141k | $7.3M | -1% | Dec 2023 |
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Affinity Wealth Management | 141k | $8.0M | 2% | Mar 2024 |
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Jpmorgan Chase & Co | 140k | $7.2M | 20% | Dec 2023 |
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SkyOak Wealt | 120k | $6.2M | -3% | Dec 2023 |
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AE Wealth Management | 113k | $5.9M | -2% | Dec 2023 |
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Citigroup | 111k | $5.7M | -1% | Dec 2023 |
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IFP Advisors | 102k | $5.3M | -4% | Dec 2023 |
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Fusion Capital | 102k | $5.2M | -1% | Dec 2023 |
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Apollon Wealth Management | 100k | $5.1M | -11% | Dec 2023 |
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Daymark Wealth Partners | 96k | $5.0M | 22% | Dec 2023 |
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DB Wealth Management Group | 90k | $4.7M | -31% | Dec 2023 |
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Unionview | 83k | $4.3M | 0% | Dec 2023 |
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Claro Advisors | 82k | $4.7M | -1% | Mar 2024 |
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PFG Investments | 80k | $4.1M | -39% | Dec 2023 |
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Geneos Wealth Management | 79k | $4.1M | -34% | Dec 2023 |
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SPC Financial | 78k | $4.0M | 14% | Dec 2023 |
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Kestra Advisory Services | 76k | $3.9M | -20% | Dec 2023 |
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ValMark Advisers | 75k | $3.8M | 2% | Dec 2023 |
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Sigma Planning | 73k | $3.8M | -37% | Dec 2023 |
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Fifth Third Securities | 67k | $3.8M | -7% | Mar 2024 |
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Meridian Wealth Management | 65k | $3.4M | 2% | Dec 2023 |
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Creative Planning | 65k | $3.3M | -6% | Dec 2023 |
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Mariner Wealth Advisors | 56k | $2.9M | -46% | Dec 2023 |
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Atria Wealth Solutions | 56k | $2.9M | 14% | Dec 2023 |
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First Heartland Consultants | 55k | $2.9M | 0% | Dec 2023 |
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Cottonwood Capital Advisors | 55k | $2.8M | -1% | Dec 2023 |
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Arkadios Wealth Advisors | 55k | $2.8M | -14% | Dec 2023 |
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Proequities | 53k | $2.7B | 24% | Dec 2023 |
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Endowment Wealth Management | 50k | $2.6M | 3% | Dec 2023 |
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Muirfield Wealth Advisors | 50k | $2.6M | 100% | Dec 2023 |
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Kestra Private Wealth Services | 47k | $2.4M | -27% | Dec 2023 |
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Wedbush Morgan Securities | 46k | $2.4M | 2% | Dec 2023 |
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Retirement Guys Formula | 45k | $2.3M | -5% | Dec 2023 |
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IFG Advisory | 45k | $2.3M | 0% | Dec 2023 |
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Stablepoint Partners | 44k | $2.3M | 100% | Dec 2023 |
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Atlas Private Wealth Advisors | 41k | $2.1M | 14% | Dec 2023 |
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Mutual Advisors | 39k | $2.0M | -11% | Dec 2023 |
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Accel Wealth Management | 37k | $1.9M | 1% | Dec 2023 |
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Snowden Capital Advisors | 37k | $1.9M | -1% | Dec 2023 |
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Citadel Advisors | 36k | $1.9M | -21% | Dec 2023 |
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Wealth Enhancement Advisory Services | 35k | $2.0M | 6% | Mar 2024 |
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Waterfront Wealth | 34k | $1.7M | 2% | Dec 2023 |
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National Wealth Management Group | 33k | $1.7M | -21% | Dec 2023 |
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Advisory Services Network | 33k | $1.7M | -22% | Dec 2023 |
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Harbour Investments | 32k | $1.7M | -12% | Dec 2023 |
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Creative Financial Designs | 32k | $1.7M | 1% | Dec 2023 |
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NBT Bank | 32k | $1.6M | 100% | Dec 2023 |
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Level Four Advisory Services | 28k | $1.4M | -17% | Dec 2023 |
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Raymond James Trust | 28k | $1.4M | 0% | Dec 2023 |
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CoreCap Advisors | 26k | $1.3M | -2% | Dec 2023 |
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Us Bancorp | 25k | $1.3M | -11% | Dec 2023 |
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Financial Advocates Investment Management | 24k | $1.3M | 34% | Dec 2023 |
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Keystone Financial Group | 24k | $1.3M | -4% | Dec 2023 |
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Benjamin F. Edwards & Company | 24k | $1.2M | 0% | Dec 2023 |
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Atria Investments | 23k | $1.2M | 100% | Dec 2023 |
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Lunt Capital Management | 21k | $1.1M | -15% | Dec 2023 |
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Capital Investment Advisory Services | 21k | $1.1M | -4% | Dec 2023 |
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Natixis Asset Management Advisors | 21k | $1.1M | 51% | Dec 2023 |
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RFG Advisory | 20k | $1.2M | 98% | Mar 2024 |
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Insight Advisors, LLC/ PA | 20k | $1.0M | 0% | Dec 2023 |
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Advisory Alpha | 20k | $1.0M | -3% | Dec 2023 |
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Lincoln National | 20k | $1.0M | 5% | Dec 2023 |
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Western Wealth Management | 20k | $1.0M | 1% | Dec 2023 |
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Ballew Advisors | 19k | $1.1M | -2% | Mar 2024 |
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Quad-Cities Investment Group | 19k | $1.1M | -4% | Mar 2024 |
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SNS Financial | 19k | $980k | -7% | Dec 2023 |
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Intl Fcstone | 19k | $952k | -25% | Dec 2023 |
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Cedar Brook Financial Partners | 18k | $1.0M | 0% | Mar 2024 |
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Ausdal Financial Partners | 18k | $1.0M | 6% | Mar 2024 |
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Cascade Investment Group | 17k | $899k | -1% | Dec 2023 |
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Visionary Wealth Advisors | 17k | $892k | -10% | Dec 2023 |
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Sage Mountain Advisors | 17k | $878k | 0% | Dec 2023 |
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Centaurus Financial | 17k | $876k | -2% | Dec 2023 |
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Novak & Powell Financial Services | 17k | $849k | 100% | Dec 2023 |
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Clear Creek Financial Management | 16k | $844k | 1% | Dec 2023 |
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O'Dell Group | 15k | $774k | -13% | Dec 2023 |
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Gilliland Jeter Wealth Management | 15k | $756k | 100% | Dec 2023 |
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Wayne Hummer Investments | 15k | $754k | -2% | Dec 2023 |
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Pensionmark Financial Group | 15k | $751k | 17% | Dec 2023 |
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Madison Park Capital Advisors | 14k | $812k | -2% | Mar 2024 |
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Ameritas Advisory Services | 14k | $753k | -47% | Dec 2023 |
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Spire Wealth Management | 14k | $736k | 1% | Dec 2023 |
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WCG Wealth Advisors | 14k | $719k | 0% | Dec 2023 |
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DHJJ Financial Advisors | 14k | $796k | 0% | Mar 2024 |
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L.m. Kohn & Company | 14k | $708k | 7% | Dec 2023 |
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Bank Of Oklahoma National Association / | 13k | $663k | 0% | Dec 2023 |
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Beacon Pointe Advisors | 13k | $646k | -2% | Dec 2023 |
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Thoroughbred Financial Services | 12k | $634k | 0% | Dec 2023 |
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Sawtooth Asset Management | 12k | $633k | 2% | Dec 2023 |
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Argent Trust | 12k | $623k | 0% | Dec 2023 |
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Eudaimonia Advisors | 12k | $619k | 6% | Dec 2023 |
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National Asset Management | 12k | $614k | -3% | Dec 2023 |
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Koshinski Asset Management | 12k | $603k | -30% | Dec 2023 |
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Silver Oak Securities | 12k | $591k | 100% | Dec 2023 |
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Cutter & CO Brokerage | 11k | $576k | -2% | Dec 2023 |
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Global Retirement Partners | 11k | $550k | 2% | Dec 2023 |
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Trueblood Wealth Management | 11k | $554k | 100% | Dec 2023 |
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Carr Financial Group Corp | 11k | $553k | 44% | Dec 2023 |
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Davenport & Co | 10k | $538k | 10% | Dec 2023 |
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First Citizens Bank & Trust | 10k | $572k | 0% | Mar 2024 |
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Envestnet Portfolio Solutions | 9.8k | $506k | 100% | Dec 2023 |
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Sargent Investment Group | 9.7k | $499k | -3% | Dec 2023 |
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Pine Valley Investments Ltd Liability | 9.2k | $475k | -1% | Dec 2023 |
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SRS Capital Advisors | 9.0k | $465k | -1% | Dec 2023 |
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Summit Financial | 8.9k | $460k | -7% | Dec 2023 |
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HCR Wealth Advisors | 8.8k | $456k | 0% | Dec 2023 |
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H D Vest Advisory Services | 8.7k | $451k | -28% | Dec 2023 |
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Oakworth Capital | 8.6k | $443k | 187% | Dec 2023 |
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Cary Street Partner Investment Advisory | 8.5k | $439k | -25% | Dec 2023 |
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Nations Financial Group | 8.5k | $437k | -9% | Dec 2023 |
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Cyndeo Wealth Partners | 8.3k | $474k | 0% | Mar 2024 |
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Kaydan Wealth Management | 8.3k | $472k | 0% | Mar 2024 |
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Axxcess Wealth Management | 8.0k | $411k | -19% | Dec 2023 |
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Kingsview Wealth Management | 7.6k | $394k | -58% | Dec 2023 |
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Townsquare Capital | 7.6k | $390k | 0% | Dec 2023 |
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Hancock Bank Trust Department | 7.6k | $390k | 100% | Dec 2023 |
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Onyx Bridge Wealth Group | 7.5k | $385k | -46% | Dec 2023 |
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Wiley Bros.-aintree Capital | 7.4k | $426k | 100% | Mar 2024 |
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Capital Asset Advisory Services | 7.4k | $417k | -7% | Mar 2024 |
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Pnc Financial Services | 7.3k | $375k | -20% | Dec 2023 |
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International Assets Investment Management | 6.9k | $396k | -39% | Mar 2024 |
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AlphaMark Advisors | 5.7k | $326k | -65% | Mar 2024 |
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Jane Street | 4.2k | $219k | -79% | Dec 2023 |
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Householder Group Estate & Retirement Specialist | 1.7k | $89k | -82% | Dec 2023 |
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Who sold out of First Tr Exchange Traded Fd dorsey wrt 5 etf?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
TKG Advisors | Sep 2023 | 63k | $2.8M |
Consolidated Planning Corp | Sep 2023 | 57k | $2.5M |
Goldman Sachs Group | Sep 2023 | 25k | $1.1M |
Ergawealth Advisors | Sep 2023 | 13k | $579k |
Main Street Financial Solutions | Sep 2023 | 11k | $480k |