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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Top investors of First Tr Exhcange Traded Fd smid risng etf stock
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 |
|---|---|---|---|---|---|
| Wells Fargo & Company | 4.5M | $147M | 81% | Dec 2023 |
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| Raymond James & Associates | 3.3M | $115M | 28% | Mar 2024 |
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| LVZ Advisors | 2.7M | $94M | 100% | Mar 2024 |
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| Raymond James Financial Services Advisors | 2.4M | $85M | 54% | Mar 2024 |
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| Branch Banking & Trust Company | 2.1M | $69M | -3% | Dec 2023 |
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| Royal Bank of Canada | 1.8M | $59M | 42% | Dec 2023 |
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| Bank of America Corporation | 1.7M | $57M | 245% | Dec 2023 |
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| UBS Group | 1.7M | $56M | 45% | Dec 2023 |
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| Advisor Group Holdings | 1.6M | $54M | -7% | Dec 2023 |
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| Stifel Financial | 1.6M | $51M | 58% | Dec 2023 |
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| Cambridge Investment Research Advisors | 1.4M | $49M | 25% | Mar 2024 |
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| Commonwealth Equity Services | 1.1M | $36M | 159% | Dec 2023 |
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| Baird Financial | 837k | $27M | 5% | Dec 2023 |
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| William Blair $ Company | 729k | $24M | 28% | Dec 2023 |
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| Private Advisor | 698k | $23M | 44% | Dec 2023 |
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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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| Jane Street | 472k | $16M | 391% | Dec 2023 |
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| Steward Partners Investment Advisory | 456k | $15M | 109% | Dec 2023 |
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| AE Wealth Management | 398k | $13M | 118% | Dec 2023 |
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| Sanchez Wealth Management Group | 391k | $13M | 100% | Dec 2023 |
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| HighTower Advisors | 380k | $13M | 87% | Dec 2023 |
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| Advantage Trust | 373k | $12M | 100% | Dec 2023 |
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| Pine Valley Investments Ltd Liability | 365k | $12M | 71% | Dec 2023 |
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| Wagner Wealth Management | 330k | $12M | 100% | Mar 2024 |
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| Western Wealth Management | 318k | $10M | 78% | Dec 2023 |
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| Ergawealth Advisors | 279k | $9.2M | 8% | Dec 2023 |
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| Kestra Private Wealth Services | 250k | $8.2M | -14% | Dec 2023 |
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| D.A. Davidson & Co. | 249k | $8.2M | 19% | Dec 2023 |
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| Janney Montgomery Scott | 244k | $8.0M | 12% | Dec 2023 |
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| TrueWealth Advisors | 242k | $8.4M | -24% | Mar 2024 |
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| Mariner Wealth Advisors | 199k | $6.5M | -29% | Dec 2023 |
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| Harbour Investments | 190k | $6.2M | 84% | Dec 2023 |
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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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| TAP Consulting | 175k | $6.1M | 22% | Mar 2024 |
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| AIFG Consultants | 175k | $5.7M | 100% | Dec 2023 |
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| Hobart Private Capital | 172k | $6.0M | 21% | 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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| Wayne Hummer Investments | 153k | $5.0M | 4% | Dec 2023 |
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| Gallagher Fiduciary Advisors | 152k | $5.0M | 100% | Dec 2023 |
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| Good Life Advisors | 148k | $4.9M | 2% | Dec 2023 |
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| Stratos Wealth Partners | 145k | $5.0M | 16% | Mar 2024 |
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| First Heartland Consultants | 141k | $4.6M | 0% | Dec 2023 |
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| Fsb Premier Wealth Management | 140k | $4.6M | -2% | Dec 2023 |
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| Intl Fcstone | 136k | $4.5M | 121% | Dec 2023 |
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| Wealthcare Advisory Partners | 136k | $4.7M | -5% | Mar 2024 |
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| Jpmorgan Chase & Co | 134k | $4.4M | 169004% | Dec 2023 |
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| Visionary Wealth Advisors | 131k | $4.3M | 213% | Dec 2023 |
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| Mach-1 Financial Group | 129k | $4.2M | 761% | Dec 2023 |
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| J.w. Cole Advisors | 127k | $4.2M | 106% | Dec 2023 |
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| N.E.W. Advisory Services | 126k | $4.4M | 955% | Mar 2024 |
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| Benjamin F. Edwards & Company | 126k | $4.1M | 11% | Dec 2023 |
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| PSI Advisors | 111k | $3.6M | 13% | Dec 2023 |
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| Atria Wealth Solutions | 107k | $3.5M | 22% | Dec 2023 |
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| Naviter Wealth | 103k | $3.6M | -16% | Mar 2024 |
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| H D Vest Advisory Services | 103k | $3.4M | 105% | Dec 2023 |
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| Financial Advocates Investment Management | 98k | $3.2M | 9% | Dec 2023 |
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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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| 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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| GPS Wealth Strategies Group | 86k | $2.8M | -1% | Dec 2023 |
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| Us Bancorp | 82k | $2.7M | -5% | Dec 2023 |
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| Cherry Creek Investment Advisors | 79k | $2.7M | 17% | Mar 2024 |
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| Cedrus | 77k | $2.7M | 10% | Mar 2024 |
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| Secured Retirement Advisors | 75k | $2.5M | 100% | Dec 2023 |
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| Goldman Sachs Group | 75k | $2.4M | -15% | Dec 2023 |
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| Signature Securities Group Corporation | 74k | $2.6M | 20% | Mar 2024 |
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| Hilltop Holdings | 72k | $2.4M | 1% | Dec 2023 |
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| Concurrent Investment Advisors | 67k | $2.2M | 100% | Dec 2023 |
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| Koshinski Asset Management | 63k | $2.1M | 60% | Dec 2023 |
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| IFP Advisors | 63k | $2.0M | 33% | Dec 2023 |
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| Cozad Asset Management | 62k | $2.0M | -5% | Dec 2023 |
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| Raymond James Trust | 62k | $2.2M | 9% | Mar 2024 |
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| Kingsview Wealth Management | 61k | $2.0M | 26% | Dec 2023 |
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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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| Trueblood Wealth Management | 56k | $1.8M | 100% | Dec 2023 |
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| Summit Investment Advisory Services | 56k | $1.9M | -1% | Mar 2024 |
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| Meitav Dash Investments | 56k | $1.8M | 100% | Dec 2023 |
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| BlueChip Wealth Advisors | 54k | $1.8M | 100% | Dec 2023 |
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| Custom Index Systems | 53k | $1.7M | 100% | Dec 2023 |
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| Arkadios Wealth Advisors | 53k | $1.7M | -7% | Dec 2023 |
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| IFG Advisory | 51k | $1.7M | -5% | Dec 2023 |
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| Harvest Investment Services | 49k | $1.6M | -6% | Dec 2023 |
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| Purus Wealth Management | 49k | $1.7M | -1% | Mar 2024 |
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| Leo Wealth | 47k | $1.6M | 100% | Dec 2023 |
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| Capital Investment Advisory Services | 47k | $1.5M | 100% | Dec 2023 |
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| Root Financial Partners | 45k | $1.6M | 0% | Mar 2024 |
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| Chiron Capital Management | 45k | $1.5M | -4% | Dec 2023 |
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| Titleist Asset Management | 44k | $1.4M | 100% | Dec 2023 |
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| DHK Financial Advisors | 43k | $1.4M | 0% | Dec 2023 |
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| Silver Oak Securities | 43k | $1.4M | 4% | Dec 2023 |
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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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| Continuum Advisory | 40k | $1.3M | 27% | Dec 2023 |
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| Atlas Wealth | 39k | $1.1M | 0% | Dec 2023 |
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| Sigma Planning | 38k | $1.3M | -56% | Dec 2023 |
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| Marshall Financial Group | 37k | $1.3M | 100% | Mar 2024 |
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| National Asset Management | 34k | $1.1M | 76% | Dec 2023 |
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| Envestnet Portfolio Solutions | 31k | $1.0M | 100% | Dec 2023 |
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| Foundations Investment Advisors | 31k | $984k | 83% | Dec 2023 |
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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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| Proequities | 30k | $992M | -1% | Dec 2023 |
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| tru Independence | 29k | $1.0M | 10% | Mar 2024 |
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| ORBA Wealth Advisors | 29k | $933k | 100% | Dec 2023 |
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| Altus Wealth Group | 27k | $899k | 7% | Dec 2023 |
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| Apollon Wealth Management | 27k | $883k | 100% | Dec 2023 |
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| MAI Wealth Advisors | 26k | $860k | 100% | Dec 2023 |
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| Walkner Condon Financial Advisors | 25k | $859k | 2% | Mar 2024 |
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| Flow Traders US | 23k | $758k | 100% | Dec 2023 |
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| Laidlaw Wealth Management | 22k | $726k | -9% | Dec 2023 |
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| We Are One Seven | 22k | $720k | -10% | Dec 2023 |
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| Crumly & Associates | 22k | $707k | 100% | Dec 2023 |
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| Investment Partners | 21k | $741k | 2% | Mar 2024 |
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| Moors & Cabot | 21k | $692k | 8% | Dec 2023 |
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| Davis Investment Partners | 21k | $697k | 100% | Mar 2024 |
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| Global Retirement Partners | 20k | $711k | 6% | Mar 2024 |
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| SFG Wealth Management | 20k | $657k | 23% | Dec 2023 |
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| Barometer Capital Management | 19k | $606k | 100% | Dec 2023 |
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| Money Concepts Capital Corp | 18k | $581k | 100% | Dec 2023 |
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| Nelson, Van Denburg & Campbell Wealth Management | 18k | $576k | 0% | Dec 2023 |
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| Ameritas Advisory Services | 17k | $561k | -12% | Dec 2023 |
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| Cornerstone Wealth Management | 17k | $596k | 53% | Mar 2024 |
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| Private Trust Co Na | 17k | $557k | 60% | Dec 2023 |
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| Nations Financial Group | 17k | $590k | 64% | Mar 2024 |
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| Lion Street Advisors | 17k | $555k | 0% | Mar 2024 |
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| Streettalk Advisors | 16k | $520k | 5% | Dec 2023 |
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| Lincoln National | 16k | $519k | 24% | Dec 2023 |
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| Citadel Advisors | 16k | $507k | 100% | Dec 2023 |
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| Kingswood Wealth Advisors | 15k | $537k | 100% | Mar 2024 |
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| Archetype Wealth Partners | 15k | $503k | 100% | Dec 2023 |
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| Snowden Capital Advisors | 15k | $494k | 100% | Dec 2023 |
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| Davenport & Co | 15k | $494k | 20% | Dec 2023 |
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| Principal Securities | 15k | $483k | 100% | Dec 2023 |
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| Key Client Fiduciary Advisors | 14k | $495k | 27% | Mar 2024 |
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| Tyler-Stone Wealth Management | 14k | $456k | 5% | Dec 2023 |
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| Southland Equity Partners | 13k | $443k | 24% | Mar 2024 |
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| WCG Wealth Advisors | 13k | $412k | -6% | Dec 2023 |
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| Level Four Advisory Services | 12k | $407k | 100% | Dec 2023 |
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| Farther Finance Advisors | 12k | $405k | 39% | Dec 2023 |
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| Virtue Capital Management | 11k | $353k | -30% | Dec 2023 |
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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 |
|---|---|---|---|
| Atria Investments | Sep 2023 | 37k | $1.0M |
| Brookstone Capital Management | Dec 2023 | 23k | $751k |
| Cottage Street Advisors | Dec 2023 | 14k | $445k |