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 |
|---|---|---|---|---|---|
| LPL Financial | 11M | $290M | 13% | Mar 2026 |
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| Wells Fargo & Company | 3.8M | $96M | 28% | Mar 2026 |
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| Raymond James Financial | 3.6M | $91M | -5% | Mar 2026 |
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| Royal Bank of Canada | 2.5M | $63M | 100% | Mar 2026 |
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| Stifel Financial | 2.5M | $63M | 9% | Mar 2026 |
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| Cetera Investment Advisers | 2.4M | $63M | 15% | Mar 2026 |
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| Advisor Group Holdings | 2.2M | $56M | 4% | Mar 2026 |
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| Commonwealth Equity Services | 2.0M | $52M | 2% | Mar 2026 |
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| Kestra Advisory Services | 1.3M | $32M | 25% | Mar 2026 |
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| Baird Financial | 1.2M | $30M | 18% | Mar 2026 |
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| Independent Advisor Alliance | 1.1M | $29M | 100% | Mar 2026 |
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| Harbour Investments | 935k | $24M | 49% | Mar 2026 |
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| Cambridge Investment Research Advisors | 911k | $23M | -10% | Mar 2026 |
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| Envestnet Asset Management | 854k | $22M | -7% | Mar 2026 |
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| Gail Mannix | 842k | $22M | 1% | Mar 2026 |
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| SRS Capital Advisors | 763k | $20M | 5% | Mar 2026 |
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| Merit Financial Group | 714k | $21M | -2% | Jun 2026 |
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| Adamsbrown Wealth Consultants | 686k | $20M | 2% | Jun 2026 |
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| Park National Corp | 681k | $17M | 1% | Mar 2026 |
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| Prospera Financial Services | 679k | $17M | 21% | Mar 2026 |
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| Janney Montgomery Scott | 666k | $17M | 6% | Mar 2026 |
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| Colony | 657k | $17M | -6% | Mar 2026 |
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| Second Half Financial Partners | 628k | $19M | 0% | Jun 2026 |
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| Prime Capital Investment Advisors | 622k | $16M | 2% | Mar 2026 |
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| Stratos Wealth Partners | 615k | $16M | 144% | Mar 2026 |
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| Integrated Wealth Concepts | 580k | $15M | 60% | Mar 2026 |
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| VestGen Advisors | 541k | $15M | 9% | Mar 2026 |
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| Steward Partners Investment Advisory | 522k | $13M | 303% | Mar 2026 |
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| Beaumont Financial Advisors | 505k | $13M | 2% | Mar 2026 |
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| CWM | 498k | $13M | 78% | Mar 2026 |
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| Silver Oak Securities | 485k | $12M | 13% | Mar 2026 |
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| Cooper Capital Advisors | 468k | $12M | 43% | Mar 2026 |
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| Argent Advisors | 445k | $11M | 2% | Mar 2026 |
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| Clarus Group | 432k | $11M | 0% | Mar 2026 |
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| Summit Financial Wealth Advisors | 396k | $10M | 7% | Mar 2026 |
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| Atlas Private Wealth Advisors | 385k | $9.8M | -17% | Mar 2026 |
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| Aptus Capital Advisors | 375k | $9.6M | 1723% | Mar 2026 |
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| Luken Investment Analytics | 361k | $9.2M | -44% | Mar 2026 |
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| Farther Finance Advisors | 360k | $11M | 36% | Jun 2026 |
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| Pinnacle Wealth Management Advisory | 346k | $8.9M | 1% | Mar 2026 |
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| Concurrent Investment Advisors | 345k | $8.8M | 10% | Mar 2026 |
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| HighTower Advisors | 340k | $8.7M | 4% | Mar 2026 |
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| Mariner Wealth Advisors | 339k | $8.7M | 2% | Mar 2026 |
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| Wiley Bros.-aintree Capital | 339k | $8.7M | 5% | Mar 2026 |
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| Gateway Wealth Partners | 323k | $8.2M | 108% | Mar 2026 |
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| Snowden Capital Advisors | 317k | $8.1M | 0% | Mar 2026 |
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| Rockefeller Capital Management | 309k | $7.9M | 38% | Mar 2026 |
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| Echo Wealth Management | 307k | $7.8M | -8% | Mar 2026 |
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| Principal Securities | 282k | $7.2M | 4% | Mar 2026 |
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| Private Advisor | 258k | $6.6M | 7% | Mar 2026 |
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| RFG Advisory | 226k | $5.8M | 20% | Mar 2026 |
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| Goss Wealth Management | 223k | $5.7M | 17% | Mar 2026 |
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| Oxford Wealth Group | 210k | $5.4M | -13% | Mar 2026 |
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| Creative Financial Designs | 203k | $5.2M | 6% | Mar 2026 |
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| Arq Wealth Advisors | 198k | $5.0M | 6% | Mar 2026 |
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| HighPoint Advisor | 195k | $5.0M | 8% | Mar 2026 |
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| Summit Financial | 191k | $4.9M | 4% | Mar 2026 |
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| Patriot Financial Group Insurance Agency | 188k | $5.5M | -43% | Jun 2026 |
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| Capital Investment Advisory Services | 186k | $4.8M | 2% | Mar 2026 |
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| IFP Advisors | 185k | $4.7M | 39% | Mar 2026 |
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| Stonebridge Financial Planning Group | 183k | $4.7M | 148% | Mar 2026 |
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| StoneCrest Wealth Management | 180k | $5.3M | 1% | Jun 2026 |
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| Aurora Private Wealth | 180k | $4.7M | -3% | Mar 2026 |
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| Independent Financial Group | 177k | $4.5M | 100% | Mar 2026 |
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| Meadow Creek Wealth Advisors | 174k | $4.4M | 3% | Mar 2026 |
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| Trueblood Wealth Management | 168k | $4.3M | 3% | Mar 2026 |
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| Pinnacle Financial Partners | 164k | $4.2M | -13% | Mar 2026 |
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| Intl Fcstone | 163k | $4.2M | 9% | Mar 2026 |
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| Apollon Wealth Management | 162k | $4.1M | 337% | Mar 2026 |
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| G&S Capital | 161k | $4.7M | 2% | Jun 2026 |
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| J.w. Cole Advisors | 160k | $4.1M | 2% | Mar 2026 |
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| Prosperity Financial Group | 157k | $4.0M | 3% | Mar 2026 |
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| D.A. Davidson & Co. | 156k | $4.0M | 46% | Mar 2026 |
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| RiverTree Advisors | 153k | $3.9M | 17% | Mar 2026 |
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| Compass Financial Services | 153k | $3.9M | 100% | Mar 2026 |
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| Whipplewood Advisors | 148k | $3.8M | 1% | Mar 2026 |
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| Semus Wealth Partners | 147k | $3.8M | 2% | Mar 2026 |
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| Atlas Wealth | 147k | $3.8M | 1% | Mar 2026 |
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| Mml Investors Services | 146k | $3.7M | 84% | Mar 2026 |
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| Kingsview Wealth Management | 146k | $3.7M | 2% | Mar 2026 |
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| Huntington National Bank | 145k | $3.7M | 100% | Mar 2026 |
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| Accel Wealth Management | 141k | $4.1M | 49% | Jun 2026 |
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| Prostatis Group | 141k | $3.6M | -2% | Mar 2026 |
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| Delta Investment Management | 130k | $3.3M | 8% | Mar 2026 |
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| Retirement Planning Group | 127k | $3.2M | 5% | Mar 2026 |
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| Sanctuary Advisors | 124k | $3.2M | 5% | Mar 2026 |
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| Rehmann Capital Advisory | 121k | $3.1M | 20% | Mar 2026 |
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| Arkadios Wealth Advisors | 121k | $3.1M | 12% | Mar 2026 |
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| Branch Banking & Trust Company | 117k | $3.0M | 0% | Mar 2026 |
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| Buska Wealth Management | 107k | $3.2M | 257% | Jun 2026 |
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| KPP Advisory Services | 104k | $2.7M | 5% | Mar 2026 |
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| CLS Investments | 103k | $2.6M | -7% | Mar 2026 |
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| Calton & Associates | 103k | $2.6M | -16% | Mar 2026 |
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| Sequent Planning | 102k | $2.6M | 6% | Mar 2026 |
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| Beacon Financial | 99k | $2.9M | 10% | Jun 2026 |
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| Gladstone Institutional Advisory | 97k | $2.5M | 120% | Mar 2026 |
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| Oppenheimer & Co | 96k | $2.4M | 0% | Mar 2026 |
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| Centerpoint Advisory Group | 94k | $2.4M | 94% | Mar 2026 |
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| Capital Analysts | 91k | $2.3M | 1% | Mar 2026 |
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| Pensionmark Financial Group | 90k | $2.3M | 10% | Mar 2026 |
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| Brookstone Capital Management | 87k | $2.2M | 11% | Mar 2026 |
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| Balboa Wealth Partners | 87k | $2.2M | -2% | Mar 2026 |
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| Wedbush Morgan Securities | 85k | $2.2M | 17% | Mar 2026 |
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| Union Bankshares | 82k | $2.1M | 0% | Mar 2026 |
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| Elevation Advisory Partners | 82k | $2.2M | 100% | Mar 2026 |
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| Maridea Wealth Management | 82k | $2.1M | -1% | Mar 2026 |
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| Kestra Private Wealth Services | 80k | $2.0M | 81% | Mar 2026 |
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| Advisory Advocates | 79k | $2.0M | 8% | Mar 2026 |
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| Indivisible Partners | 73k | $1.9M | 100% | Mar 2026 |
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| Fischer Investment Strategies | 73k | $1.9M | 100% | Mar 2026 |
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| BKA Wealth Consulting | 72k | $1.8M | 12% | Mar 2026 |
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| Tidemark | 72k | $1.8M | 5% | Mar 2026 |
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| Western Wealth Management | 72k | $1.8M | 21% | Mar 2026 |
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| Milestone Asset Management | 72k | $1.8M | 3% | Mar 2026 |
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| Resolute Wealth Strategies | 71k | $1.8M | 38% | Mar 2026 |
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| Triumph Capital Management | 71k | $1.8M | 2% | Mar 2026 |
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| Quad-Cities Investment Group | 67k | $2.0M | 4% | Jun 2026 |
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| IHT Wealth Management | 66k | $1.7M | 11% | Mar 2026 |
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| Foundations Investment Advisors | 66k | $1.7M | 139% | Mar 2026 |
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| Ausdal Financial Partners | 66k | $1.7M | 0% | Mar 2026 |
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| MTM Investment Management | 63k | $1.6M | 10% | Mar 2026 |
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| International Assets Investment Management | 63k | $1.6M | 9% | Mar 2026 |
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| Legacy Wealth Managment | 62k | $1.6M | 76% | Mar 2026 |
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| TrueWealth Advisors | 61k | $1.8M | 18% | Jun 2026 |
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| Creative Planning | 58k | $1.5M | 3% | Mar 2026 |
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| CoreCap Advisors | 57k | $1.7M | 2% | Jun 2026 |
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| Legacy Capital Wealth Partners | 54k | $1.4M | 100% | Mar 2026 |
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| Core Wealth Partners | 53k | $1.5M | 16% | Jun 2026 |
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| WCG Wealth Advisors | 52k | $1.3M | 2% | Mar 2026 |
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| Truvestments Capital | 52k | $1.3M | -7% | Mar 2026 |
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| Garden State Investment Advisory Services | 51k | $1.3M | 7% | Mar 2026 |
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| Thrivent Financial for Lutherans | 51k | $1.3M | 29% | Mar 2026 |
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| First Trust Advisors | 50k | $1.3M | -1% | Mar 2026 |
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| Stephens | 50k | $1.3M | -52% | Mar 2026 |
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| Citadel Advisors | 50k | $1.3M | 390% | Mar 2026 |
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| Next Level Private | 50k | $1.5M | 4% | Jun 2026 |
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| Comprehensive Financial Planning | 49k | $1.2M | 13% | Mar 2026 |
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| Marshall Financial Group | 49k | $1.2M | 3% | Mar 2026 |
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| Savvy Advisors | 49k | $1.2M | 7% | Mar 2026 |
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| Sigma Planning | 48k | $1.2M | 222% | Mar 2026 |
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| Equitable Holdings | 47k | $1.2M | -26% | Mar 2026 |
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| Sunbelt Securities | 47k | $1.2M | 32% | Mar 2026 |
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| Plotkin Financial Advisors | 46k | $1.2M | 11% | Mar 2026 |
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| Nations Financial Group | 45k | $1.2M | 2% | Mar 2026 |
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| Change Path | 45k | $1.2M | 15% | Mar 2026 |
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| Ashton Thomas Private Wealth | 45k | $1.1M | -9% | Mar 2026 |
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| Owen LaRue | 44k | $1.1M | 32% | Mar 2026 |
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| EverSource Wealth Advisors | 44k | $1.1M | 13% | Mar 2026 |
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| Atomi Financial Group | 43k | $1.1M | -5% | Mar 2026 |
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| Insight Advisors, LLC/ PA | 43k | $1.1M | 1% | Mar 2026 |
|
Who sold out of First Tr Exchange-traded?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Wealth Enhancement Advisory Services | Dec 2025 | 639k | $17M |
| Coppell Advisory Solutions | Dec 2025 | 163k | $4.3M |
| Lifeworks Advisors | Dec 2025 | 54k | $1.4M |
| Susquehanna International | Dec 2025 | 50k | $1.3M |