Who owns FIRST TR EXCHANGE-TRADED FD?
- Ticker: RDVI
- CUSIP Number: 33738d879
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Analyze quarterly positions in First Tr Exchange-traded 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 this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
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LPL Financial | 5.3M | $131M | 17% | Sep 2024 |
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Envestnet Asset Management | 1.8M | $44M | 13% | Sep 2024 |
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Commonwealth Equity Services | 1.5M | $37M | 18% | Sep 2024 |
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Advisor Group Holdings | 1.4M | $36M | 2% | Sep 2024 |
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Stifel Financial | 1.2M | $28M | 16% | Jun 2024 |
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Royal Bank of Canada | 1.2M | $28M | 10% | Sep 2024 |
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Branch Banking & Trust Company | 1.1M | $26M | 7% | Jun 2024 |
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Spectrum Wealth Counsel | 1.1M | $26M | 22% | Sep 2024 |
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Cetera Investment Advisers | 893k | $21M | 14% | Jun 2024 |
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Wells Fargo & Company | 732k | $18M | 46111% | Sep 2024 |
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Raymond James Financial Services Advisors | 676k | $17M | 39% | Sep 2024 |
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Park National Corp | 661k | $16M | 10% | Sep 2024 |
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Cambridge Investment Research Advisors | 551k | $14M | -4% | Sep 2024 |
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Raymond James & Associates | 462k | $11M | 256% | Sep 2024 |
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Janney Montgomery Scott | 416k | $10M | 9% | Sep 2024 |
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Harbour Investments | 409k | $10M | 62% | Sep 2024 |
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Cedrus | 404k | $9.9M | 7% | Sep 2024 |
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Echo Wealth Management | 398k | $9.9M | 5% | Sep 2024 |
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Prospera Financial Services | 391k | $9.6M | -24% | Sep 2024 |
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Second Half Financial Partners | 387k | $9.5M | -3% | Sep 2024 |
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Luken Investment Analytics | 383k | $9.4M | 4517% | Sep 2024 |
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Kestra Advisory Services | 354k | $8.7M | 12% | Sep 2024 |
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Integrated Wealth Concepts | 280k | $6.9M | 24% | Sep 2024 |
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Midwest Financial Group | 270k | $6.7M | 2% | Sep 2024 |
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HighTower Advisors | 249k | $5.8M | 8% | Jun 2024 |
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Gail Mannix | 235k | $5.4M | -57% | Sep 2024 |
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Ergawealth Advisors | 222k | $5.5M | 9% | Sep 2024 |
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Pinnacle Wealth Management Advisory | 206k | $5.1M | 2% | Sep 2024 |
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H D Vest Advisory Services | 201k | $4.7M | 16% | Jun 2024 |
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Mariner Wealth Advisors | 193k | $4.8M | -35% | Sep 2024 |
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Nations Financial Group | 183k | $4.5M | 8% | Sep 2024 |
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Kingsview Wealth Management | 178k | $4.4M | 61% | Sep 2024 |
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Wealth Enhancement Advisory Services | 174k | $4.1M | 140% | Jun 2024 |
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Rehmann Capital Advisory | 135k | $3.3M | 1% | Sep 2024 |
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Private Advisor | 124k | $3.0M | 39% | Sep 2024 |
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Goss Wealth Management | 122k | $2.8M | 30% | Jun 2024 |
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G&S Capital | 113k | $2.8M | 3% | Sep 2024 |
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Milestone Asset Management | 107k | $2.6M | -12% | Sep 2024 |
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Silver Oak Securities | 100k | $2.5M | 17% | Sep 2024 |
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Financial Enhancement | 98k | $2.0M | 100% | Sep 2024 |
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Snowden Capital Advisors | 95k | $2.3M | 130% | Sep 2024 |
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MN Wealth Advisors | 94k | $2.3M | -5% | Sep 2024 |
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Susquehanna International | 92k | $2.3M | 375% | Sep 2024 |
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Sigma Planning | 91k | $2.3M | 1% | Sep 2024 |
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Stephens | 90k | $2.2M | -1% | Sep 2024 |
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Semus Wealth Partners | 90k | $2.2M | 14% | Sep 2024 |
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Patriot Financial Group Insurance Agency | 88k | $2.2M | 276% | Sep 2024 |
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KPP Advisory Services | 82k | $2.0M | 14% | Sep 2024 |
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Owen LaRue | 74k | $1.7M | 100% | Jun 2024 |
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D.A. Davidson & Co. | 74k | $1.7M | 23% | Jun 2024 |
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Jpmorgan Chase & Co | 74k | $1.8M | -9% | Sep 2024 |
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RFG Advisory | 73k | $1.8M | 7% | Sep 2024 |
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Mml Investors Services | 73k | $1.8M | 39% | Sep 2024 |
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BlackDiamond Wealth Management | 69k | $1.6M | 3% | Jun 2024 |
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Harvest Investment Services | 69k | $1.7M | 100% | Sep 2024 |
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Capital Investment Advisory Services | 69k | $1.7M | 22% | Sep 2024 |
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Sanctuary Advisors | 68k | $1.8M | 21% | Sep 2024 |
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Good Life Advisors | 68k | $1.7M | 41% | Sep 2024 |
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Foundations Investment Advisors | 68k | $1.7M | -6% | Sep 2024 |
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Concurrent Investment Advisors | 64k | $1.6M | 357% | Sep 2024 |
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Atria Wealth Solutions | 61k | $1.5M | 40% | Sep 2024 |
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Wedbush Morgan Securities | 61k | $1.5M | 0% | Sep 2024 |
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Delta Investment Management | 59k | $1.5M | 28% | Sep 2024 |
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CWM | 56k | $1.4M | 2% | Sep 2024 |
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Sowell Financial Services | 56k | $1.4M | 100% | Sep 2024 |
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Sandy Spring Bank | 56k | $1.4M | 1% | Sep 2024 |
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Arq Wealth Advisors | 55k | $1.3M | 8% | Sep 2024 |
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Moloney Securities Asset Management | 54k | $1.3M | 47% | Sep 2024 |
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Herold Advisors | 54k | $1.3M | 1% | Sep 2024 |
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Vima | 54k | $1.3M | 19% | Sep 2024 |
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National Asset Management | 52k | $1.3M | -40% | Sep 2024 |
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Ameritas Advisory Services | 51k | $1.2M | 9% | Sep 2024 |
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Kestra Private Wealth Services | 51k | $1.2M | -6% | Sep 2024 |
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Sequent Planning | 49k | $1.1M | -9% | Jun 2024 |
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Change Path | 48k | $1.2M | 100% | Sep 2024 |
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Stonebridge Financial Planning Group | 48k | $1.2M | 26% | Sep 2024 |
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Atomi Financial Group | 48k | $1.2M | 0% | Sep 2024 |
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Beacon Financial | 48k | $1.2M | 5% | Sep 2024 |
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Steel Peak Wealth Management | 48k | $1.2M | -3% | Sep 2024 |
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Secure Asset Management | 47k | $1.2M | 3% | Sep 2024 |
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MTM Investment Management | 46k | $1.1M | 0% | Sep 2024 |
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Gladstone Institutional Advisory | 44k | $1.1M | 13% | Sep 2024 |
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Maxwell Wealth Strategies | 43k | $1.1M | -2% | Sep 2024 |
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GPS Wealth Strategies Group | 43k | $1.1M | 1% | Sep 2024 |
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Intl Fcstone | 42k | $1.0M | 124% | Sep 2024 |
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IFP Advisors | 41k | $964k | 14% | Jun 2024 |
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Western Wealth Management | 41k | $1.0M | 9% | Sep 2024 |
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Marshall Financial Group | 38k | $944k | 3% | Sep 2024 |
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Ashton Thomas Private Wealth | 37k | $914k | 2024% | Sep 2024 |
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Garden State Investment Advisory Services | 37k | $904k | -17% | Sep 2024 |
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Quad-Cities Investment Group | 37k | $901k | 27% | Sep 2024 |
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Global Assets Advisory | 37k | $892k | 100% | Sep 2024 |
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J.w. Cole Advisors | 34k | $838k | 0% | Sep 2024 |
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Streettalk Advisors | 33k | $818k | 16% | Sep 2024 |
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Atlas Wealth | 33k | $771M | -7% | Jun 2024 |
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TrueWealth Advisors | 32k | $783k | 9% | Sep 2024 |
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Insight Advisors, LLC/ PA | 32k | $778k | 18% | Sep 2024 |
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Old Mission Capital | 32k | $738k | 100% | Jun 2024 |
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Arkadios Wealth Advisors | 29k | $718k | 37% | Sep 2024 |
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Thrivent Financial for Lutherans | 28k | $689k | 100% | Sep 2024 |
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Nelson, Van Denburg & Campbell Wealth Management | 28k | $678k | -4% | Sep 2024 |
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Key Client Fiduciary Advisors | 27k | $667k | 0% | Sep 2024 |
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Atlas Private Wealth Advisors | 26k | $649k | 2% | Sep 2024 |
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EverSource Wealth Advisors | 25k | $619k | 81% | Sep 2024 |
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First Heartland Consultants | 24k | $601k | -4% | Sep 2024 |
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Main Street Financial Solutions | 23k | $559k | 1% | Sep 2024 |
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Resolute Wealth Strategies | 22k | $537k | 100% | Sep 2024 |
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Envestnet Portfolio Solutions | 21k | $513k | 89% | Sep 2024 |
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Raab & Moskowitz Asset Management | 21k | $505k | 0% | Sep 2024 |
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CoreCap Advisors | 21k | $505k | 18% | Sep 2024 |
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Tyler-Stone Wealth Management | 20k | $485k | 224% | Sep 2024 |
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Jane Street | 20k | $480k | -90% | Sep 2024 |
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We Are One Seven | 19k | $474k | -17% | Sep 2024 |
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Atria Investments | 19k | $463k | 47% | Sep 2024 |
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Rockefeller Capital Management | 19k | $432k | 100% | Jun 2024 |
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IFG Advisory | 18k | $451k | 32% | Sep 2024 |
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TKG Advisors | 18k | $450k | -1% | Sep 2024 |
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ICA Group Wealth Management | 18k | $417k | 87% | Jun 2024 |
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Equitable Holdings | 17k | $402k | 16% | Jun 2024 |
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Tcfg Wealth Management | 17k | $407k | 100% | Sep 2024 |
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Acorn Wealth Advisors | 17k | $386k | 0% | Jun 2024 |
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Centaurus Financial | 16k | $399k | 100% | Sep 2024 |
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Comprehensive Financial Consultants Institutional | 16k | $393k | 0% | Sep 2024 |
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Lakeview Capital Partners | 15k | $380k | 100% | Sep 2024 |
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Proequities | 15k | $377M | 39% | Sep 2024 |
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Total Clarity Wealth Management | 15k | $374k | 0% | Sep 2024 |
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Retirement Planning Group | 15k | $370k | 4% | Sep 2024 |
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Moors & Cabot | 15k | $367k | 41% | Sep 2024 |
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Cherry Creek Investment Advisors | 15k | $366k | -66% | Sep 2024 |
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Oppenheimer & Co | 15k | $366k | 100% | Sep 2024 |
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AE Wealth Management | 15k | $366k | 1% | Sep 2024 |
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BKA Wealth Consulting | 15k | $357k | 100% | Sep 2024 |
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Smith, Moore & Co. | 13k | $327k | 7% | Sep 2024 |
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DHJJ Financial Advisors | 13k | $312k | -6% | Sep 2024 |
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Next Level Private | 13k | $309k | 16% | Sep 2024 |
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HBW Advisory Services | 13k | $307k | -13% | Sep 2024 |
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Apollon Wealth Management | 12k | $284k | 0% | Sep 2024 |
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Aurora Private Wealth | 12k | $283k | 11% | Sep 2024 |
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Plotkin Financial Advisors | 11k | $280k | 4% | Sep 2024 |
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Insigneo Advisory Services | 11k | $280k | -2% | Sep 2024 |
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Kraft, Davis & Associates | 11k | $263k | 100% | Sep 2024 |
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Independent Wealth Network | 11k | $261k | 100% | Sep 2024 |
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Sunbelt Securities | 10k | $246k | 231% | Sep 2024 |
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SeaCrest Wealth Management | 9.9k | $244k | 0% | Sep 2024 |
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Mach-1 Financial Group | 9.9k | $244k | 100% | Sep 2024 |
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Orion Portfolio Solutions | 9.8k | $241k | 100% | Sep 2024 |
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AlphaMark Advisors | 9.8k | $240k | 0% | Sep 2024 |
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U.S. Capital Wealth Advisors | 9.5k | $234k | 0% | Sep 2024 |
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Great Valley Advisor Group | 9.4k | $232k | 100% | Sep 2024 |
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Ashton Thomas Securities | 9.2k | $227k | 100% | Sep 2024 |
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Who sold out of First Tr Exchange-traded?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Virtue Capital Management | Mar 2024 | 34k | $807k |
Strategic Financial Concepts | Jun 2024 | 22k | $911k |
International Assets Investment Management | Jun 2024 | 11k | $253k |