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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Top investors of First Tr Exchange Traded Fd dorsey wrt 5 etf stock
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 |
|---|---|---|---|---|---|
| Morgan Stanley | 6.7M | $393M | -3% | Dec 2024 |
|
| LPL Financial | 4.5M | $264M | 7% | Dec 2024 |
|
| Wells Fargo & Company | 4.1M | $242M | -1% | Dec 2024 |
|
| Commonwealth Equity Services | 2.8M | $168M | 1% | Dec 2024 |
|
| Raymond James Financial | 2.7M | $157M | 100% | Dec 2024 |
|
| Bank of America Corporation | 1.7M | $99M | 1% | Dec 2024 |
|
| UBS Group | 1.4M | $83M | -11% | Dec 2024 |
|
| Royal Bank of Canada | 1.1M | $65M | -1% | Dec 2024 |
|
| Goss Wealth Management | 1.0M | $60M | 2% | Dec 2024 |
|
| Advisor Group Holdings | 807k | $47M | -10% | Dec 2024 |
|
| Prospera Financial Services | 804k | $48M | -6% | Dec 2024 |
|
| Concurrent Investment Advisors | 567k | $34M | 0% | Dec 2024 |
|
| Cambridge Investment Research Advisors | 563k | $33M | 19% | Dec 2024 |
|
| Cetera Investment Advisers | 524k | $31M | 22% | Dec 2024 |
|
| Janney Montgomery Scott | 513k | $30M | 1% | Dec 2024 |
|
| Baird Financial | 496k | $29M | -1% | Dec 2024 |
|
| Madrona Financial Services | 490k | $29M | -4% | Dec 2024 |
|
| Sar Wealth Management Group | 456k | $25M | 1% | Mar 2025 |
|
| D.A. Davidson & Co. | 440k | $26M | 0% | Dec 2024 |
|
| Rockefeller Capital Management | 404k | $24M | -1% | Dec 2024 |
|
| Stifel Financial | 363k | $21M | -6% | Dec 2024 |
|
| Envestnet Asset Management | 353k | $21M | -19% | Dec 2024 |
|
| Independent Advisor Alliance | 343k | $20M | 100% | Dec 2024 |
|
| Proactive Wealth Strategies | 298k | $18M | 2% | Dec 2024 |
|
| CWM | 283k | $17M | 1% | Dec 2024 |
|
| Steward Partners Investment Advisory | 256k | $15M | 0% | Dec 2024 |
|
| Strid | 232k | $14M | -1% | Dec 2024 |
|
| MinichMacGregor Wealth Management | 225k | $13M | -12% | Dec 2024 |
|
| Integrated Wealth Concepts | 201k | $12M | -17% | Dec 2024 |
|
| Private Advisor | 195k | $12M | 0% | Dec 2024 |
|
| HighTower Advisors | 189k | $11M | -1% | Dec 2024 |
|
| ORG Partners | 186k | $11M | 207% | Dec 2024 |
|
| We Are One Seven | 178k | $11M | 14% | Dec 2024 |
|
| Stratos Wealth Partners | 170k | $10M | 0% | Dec 2024 |
|
| Ashton Thomas Private Wealth | 170k | $10M | -4% | Dec 2024 |
|
| Concentrum Wealth Management | 159k | $9.4M | 4% | Dec 2024 |
|
| Regal Investment Advisors | 159k | $9.4M | 5% | Dec 2024 |
|
| HFG Advisors | 145k | $8.6M | 4% | Dec 2024 |
|
| Sigma Planning | 138k | $8.2M | 12% | Dec 2024 |
|
| Farther Finance Advisors | 133k | $7.3M | 2333% | Mar 2025 |
|
| Mml Investors Services | 132k | $7.8M | -35% | Dec 2024 |
|
| Daymark Wealth Partners | 132k | $7.2M | 4% | Mar 2025 |
|
| Affinity Wealth Management | 131k | $7.2M | 0% | Mar 2025 |
|
| Branch Banking & Trust Company | 131k | $7.7M | 0% | Dec 2024 |
|
| PFG Investments | 121k | $7.1M | -4% | Dec 2024 |
|
| Good Life Advisors | 117k | $6.9M | -12% | Dec 2024 |
|
| SPC Financial | 116k | $6.8M | 9% | Dec 2024 |
|
| Citigroup | 116k | $6.8M | 1% | Dec 2024 |
|
| SkyOak Wealt | 115k | $6.8M | -2% | Dec 2024 |
|
| Wealth Enhancement Advisory Services | 114k | $6.2M | -5% | Mar 2025 |
|
| IFP Advisors | 110k | $6.5M | 3% | Dec 2024 |
|
| Fusion Capital | 104k | $6.1M | 4% | Dec 2024 |
|
| Essential Planning | 98k | $5.8M | 100% | Dec 2024 |
|
| Atwood & Palmer | 95k | $5.2M | -29% | Mar 2025 |
|
| Unionview | 94k | $5.5M | 5% | Dec 2024 |
|
| Geneos Wealth Management | 93k | $5.5M | 8% | Dec 2024 |
|
| POM Investment Strategies | 91k | $5.4M | 2% | Dec 2024 |
|
| Jpmorgan Chase & Co | 91k | $5.3M | -6% | Dec 2024 |
|
| Kestra Advisory Services | 90k | $5.3M | 29% | Dec 2024 |
|
| ValMark Advisers | 88k | $5.2M | 6% | Dec 2024 |
|
| Proequities | 80k | $5.0B | 6% | Dec 2024 |
|
| Apollon Wealth Management | 78k | $4.6M | 0% | Dec 2024 |
|
| Claro Advisors | 77k | $4.5M | 0% | Dec 2024 |
|
| Brian McDonald | 75k | $4.4M | 0% | Dec 2024 |
|
| Sanctuary Advisors | 67k | $4.2M | -1% | Dec 2024 |
|
| Creative Planning | 66k | $3.9M | 7% | Dec 2024 |
|
| TKG Advisors | 64k | $4.0M | 100% | Dec 2024 |
|
| Secure Asset Management | 62k | $3.4M | -59% | Mar 2025 |
|
| Meridian Wealth Management | 61k | $3.6M | 0% | Dec 2024 |
|
| First Heartland Consultants | 57k | $3.4M | 5% | Dec 2024 |
|
| Global Retirement Partners | 56k | $3.3M | 259% | Dec 2024 |
|
| Stablepoint Partners | 53k | $2.9M | 2% | Mar 2025 |
|
| Muirfield Wealth Advisors | 49k | $2.7M | -3% | Mar 2025 |
|
| Cushing Capital Partners | 48k | $2.8M | 100% | Dec 2024 |
|
| Atlas Private Wealth Advisors | 46k | $2.7M | -1% | Dec 2024 |
|
| G&S Capital | 45k | $2.7M | 100% | Dec 2024 |
|
| Kestra Private Wealth Services | 44k | $2.6M | -5% | Dec 2024 |
|
| Golden State Wealth Management | 44k | $2.6M | 100% | Dec 2024 |
|
| Arkadios Wealth Advisors | 44k | $2.6M | -4% | Dec 2024 |
|
| IFG Advisory | 40k | $2.4M | -4% | Dec 2024 |
|
| Mutual Advisors | 40k | $2.4M | 1% | Dec 2024 |
|
| Cottonwood Capital Advisors | 39k | $2.3M | -12% | Dec 2024 |
|
| Lunt Capital Management | 38k | $2.2M | 15% | Dec 2024 |
|
| Wedbush Morgan Securities | 38k | $2.2M | -7% | Dec 2024 |
|
| Snowden Capital Advisors | 37k | $2.2M | 0% | Dec 2024 |
|
| Accel Wealth Management | 37k | $2.0M | 1% | Mar 2025 |
|
| Garden State Investment Advisory Services | 37k | $2.2M | 3% | Dec 2024 |
|
| Mariner Wealth Advisors | 37k | $2.2M | -5% | Dec 2024 |
|
| Carr Financial Group Corp | 36k | $2.2M | 1% | Dec 2024 |
|
| Jones Financial Companies, L.L | 36k | $2.1M | 96% | Dec 2024 |
|
| Equitable Holdings | 35k | $2.1M | -1% | Dec 2024 |
|
| Smith, Moore & Co. | 35k | $2.1M | 2% | Dec 2024 |
|
| Resources Investment Advisors | 35k | $2.1M | -7% | Dec 2024 |
|
| Retirement Guys Formula | 34k | $2.0M | -4% | Dec 2024 |
|
| Harvest Investment Services | 32k | $1.9M | 100% | Dec 2024 |
|
| Principal Securities | 32k | $1.9M | 0% | Dec 2024 |
|
| Susquehanna International | 32k | $1.9M | -42% | Dec 2024 |
|
| Waterfront Wealth | 31k | $1.8M | 5% | Dec 2024 |
|
| Pensionmark Financial Group | 30k | $1.8M | 8% | Dec 2024 |
|
| Creative Financial Designs | 30k | $1.7M | 3% | Dec 2024 |
|
| Richmond Investment Services | 28k | $1.7M | 100% | Dec 2024 |
|
| Ameritas Advisory Services | 28k | $1.7M | 0% | Dec 2024 |
|
| Private Advisory | 28k | $1.6M | 2% | Dec 2024 |
|
| Atria Wealth Solutions | 28k | $1.6M | -8% | Dec 2024 |
|
| CoreCap Advisors | 28k | $1.6M | 0% | Dec 2024 |
|
| Harbour Investments | 28k | $1.6M | -3% | Dec 2024 |
|
| Envestnet Portfolio Solutions | 27k | $1.6M | 29% | Dec 2024 |
|
| Clark Capital Management Group | 26k | $1.6M | 19% | Dec 2024 |
|
| Oppenheimer & Co | 25k | $1.5M | 0% | Dec 2024 |
|
| AQR Capital Management | 25k | $1.5M | 79% | Dec 2024 |
|
| Wiley Bros.-aintree Capital | 25k | $1.5M | 74% | Dec 2024 |
|
| NBT Bank | 25k | $1.4M | -3% | Dec 2024 |
|
| Us Bancorp | 24k | $1.4M | -2% | Dec 2024 |
|
| RFG Advisory | 23k | $1.3M | 5% | Mar 2025 |
|
| Argent Trust | 22k | $1.3M | -1% | Dec 2024 |
|
| Jane Street | 22k | $1.3M | 100% | Dec 2024 |
|
| Western Wealth Management | 22k | $1.3M | 6% | Dec 2024 |
|
| Davenport & Co | 22k | $1.3M | -4% | Dec 2024 |
|
| Hilltop Holdings | 22k | $1.3M | -1% | Dec 2024 |
|
| Financial Advocates Investment Management | 21k | $1.3M | -2% | Dec 2024 |
|
| Petix & Botte | 21k | $1.2M | 100% | Dec 2024 |
|
| Trueblood Wealth Management | 21k | $1.1M | 39% | Mar 2025 |
|
| Silver Oak Securities | 21k | $1.2M | 16% | Dec 2024 |
|
| H D Vest Advisory Services | 21k | $1.2M | 136% | Dec 2024 |
|
| Oxford Financial | 20k | $1.2M | 0% | Dec 2024 |
|
| Advisory Services Network | 20k | $1.2M | -9% | Dec 2024 |
|
| WCG Wealth Advisors | 19k | $1.1M | 11% | Dec 2024 |
|
| Benjamin Edwards | 19k | $1.1M | -6% | Dec 2024 |
|
| Ballew Advisors | 19k | $973k | -2% | Mar 2025 |
|
| Synovus Financial Corp. | 18k | $1.1M | -2% | Dec 2024 |
|
| Atria Investments | 18k | $1.1M | -2% | Dec 2024 |
|
| O'Dell Group | 18k | $1.1M | 2% | Dec 2024 |
|
| Natixis Asset Management Advisors | 18k | $1.1M | -21% | Dec 2024 |
|
| Hanson McClain Advisors | 18k | $1.1M | 1% | Dec 2024 |
|
| Signature Estate and Investment Advisors | 18k | $1.1M | 0% | Dec 2024 |
|
| Ameriprise Financial | 18k | $1.1M | -33% | Dec 2024 |
|
| Cascade Investment Group | 18k | $1.0M | 1% | Dec 2024 |
|
| Sage Mountain Advisors | 17k | $1.0M | 0% | Dec 2024 |
|
| Level Four Advisory Services | 17k | $987k | -4% | Dec 2024 |
|
| Visionary Wealth Advisors | 17k | $987k | -5% | Dec 2024 |
|
| Stephens | 16k | $969k | -24% | Dec 2024 |
|
| Keystone Financial Group | 16k | $954k | -2% | Dec 2024 |
|
| Advisory Alpha | 16k | $876k | -7% | Mar 2025 |
|
| International Assets Investment Management | 16k | $938k | -97% | Dec 2024 |
|
| Intl Fcstone | 16k | $935k | -5% | Dec 2024 |
|
| Quad-Cities Investment Group | 16k | $868k | 4% | Mar 2025 |
|
| Pnc Financial Services | 16k | $926k | 29% | Dec 2024 |
|
| FMR | 16k | $917k | 13% | Dec 2024 |
|
| Clear Creek Financial Management | 15k | $898k | -2% | Dec 2024 |
|
| L.m. Kohn & Company | 15k | $876k | 5% | Dec 2024 |
|
| Insight Advisors, LLC/ PA | 15k | $794k | -7% | Mar 2025 |
|
| Capital Investment Advisory Services | 14k | $840k | -13% | Dec 2024 |
|
Who sold out of First Tr Exchange Traded Fd dorsey wrt 5 etf?
Fund or Company Name |
Date Sold |
Shares Held |
Valued At |
|---|---|---|---|
| Prudential Financial | Sep 2024 | 33k | $1.9M |
| Citadel Advisors | Sep 2024 | 30k | $1.7M |
| Bright Futures Wealth Management | Sep 2024 | 15k | $890k |