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
Download as csv
Download as Excel
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 |
|---|---|---|---|---|---|
| LPL Financial | 18M | $654M | 17% | Sep 2024 |
|
| Morgan Stanley | 13M | $416M | 19% | Jun 2024 |
|
| Wells Fargo & Company | 11M | $384M | 17% | Sep 2024 |
|
| Bank of America Corporation | 5.8M | $210M | 18% | Sep 2024 |
|
| Royal Bank of Canada | 4.4M | $159M | 42% | Sep 2024 |
|
| Raymond James & Associates | 4.2M | $154M | 19% | Sep 2024 |
|
| Raymond James Financial Services Advisors | 4.2M | $154M | 30% | Sep 2024 |
|
| Capital Investment Advisors | 3.2M | $118M | 8% | Sep 2024 |
|
| LVZ Advisors | 2.7M | $99M | 0% | Sep 2024 |
|
| Envestnet Asset Management | 2.5M | $93M | 26% | Sep 2024 |
|
| Park National Corp | 2.5M | $92M | 292% | Sep 2024 |
|
| Branch Banking & Trust Company | 2.5M | $82M | -1% | Jun 2024 |
|
| Cetera Investment Advisers | 2.4M | $81M | 32% | Jun 2024 |
|
| Advisor Group Holdings | 2.2M | $79M | 23% | Sep 2024 |
|
| Stifel Financial | 2.1M | $71M | 2% | Jun 2024 |
|
| Commonwealth Equity Services | 2.1M | $76M | 8% | Sep 2024 |
|
| Cambridge Investment Research Advisors | 1.8M | $66M | 13% | Sep 2024 |
|
| Mml Investors Services | 1.1M | $41M | 12% | Sep 2024 |
|
| William Blair $ Company | 1.1M | $40M | 7% | Sep 2024 |
|
| Private Advisor | 1.0M | $38M | 11% | Sep 2024 |
|
| HighTower Advisors | 1.0M | $34M | 54% | Jun 2024 |
|
| Kestra Advisory Services | 966k | $35M | 11% | Sep 2024 |
|
| Northwestern Mutual Wealth Management Company | 964k | $35M | 21% | Sep 2024 |
|
| Chas. P. Smith & Associates, PA, CPA's | 956k | $35M | -2% | Sep 2024 |
|
| Horizon Advisory Services | 771k | $28M | -1% | Sep 2024 |
|
| Intl Fcstone | 671k | $24M | 12% | Sep 2024 |
|
| Prospera Financial Services | 662k | $24M | 21% | Sep 2024 |
|
| Steward Partners Investment Advisory | 618k | $21M | -9% | Jun 2024 |
|
| Integrated Wealth Concepts | 559k | $20M | 1% | Sep 2024 |
|
| H D Vest Advisory Services | 534k | $18M | 55% | Jun 2024 |
|
| Wealth Enhancement Advisory Services | 534k | $18M | 3% | Jun 2024 |
|
| Western Wealth Management | 530k | $19M | 45% | Sep 2024 |
|
| Harbour Investments | 499k | $18M | 44% | Sep 2024 |
|
| Janney Montgomery Scott | 486k | $18M | 46% | Sep 2024 |
|
| Good Life Advisors | 478k | $17M | 2% | Sep 2024 |
|
| Atria Investments | 448k | $16M | 4% | Sep 2024 |
|
| Sigma Planning | 425k | $16M | 2% | Sep 2024 |
|
| D.A. Davidson & Co. | 416k | $14M | 25% | Jun 2024 |
|
| Kestra Private Wealth Services | 410k | $15M | -17% | Sep 2024 |
|
| Advantage Trust | 404k | $15M | -1% | Sep 2024 |
|
| GDS Wealth Management | 386k | $14M | 13% | Sep 2024 |
|
| Pine Valley Investments Ltd Liability | 384k | $13M | -1% | Jun 2024 |
|
| Wagner Wealth Management | 373k | $14M | 8% | Sep 2024 |
|
| Visionary Wealth Advisors | 369k | $13M | 19% | Sep 2024 |
|
| Sanchez Wealth Management Group | 352k | $13M | -8% | Sep 2024 |
|
| Mariner Wealth Advisors | 345k | $13M | 70% | Sep 2024 |
|
| Rockefeller Capital Management | 341k | $11M | 87% | Jun 2024 |
|
| Kovitz Investment Group Partners | 341k | $12M | 100% | Sep 2024 |
|
| Presidio Capital Management | 338k | $12M | 16% | Sep 2024 |
|
| TMD Wealth Management | 328k | $11M | 53% | Jun 2024 |
|
| First Heartland Consultants | 321k | $12M | 33% | Sep 2024 |
|
| Ergawealth Advisors | 313k | $11M | 6% | Sep 2024 |
|
| Sanctuary Advisors | 279k | $9.3M | 100% | Jun 2024 |
|
| TrueWealth Advisors | 257k | $9.3M | -14% | Sep 2024 |
|
| Aft, Forsyth & Sober | 250k | $8.4M | 0% | Jun 2024 |
|
| Mach-1 Financial Group | 246k | $9.0M | 7% | Sep 2024 |
|
| TAP Consulting | 229k | $8.3M | 4% | Sep 2024 |
|
| Crumly & Associates | 226k | $8.2M | 14% | Sep 2024 |
|
| Hobart Private Capital | 224k | $8.1M | 5% | Sep 2024 |
|
| Dagco | 218k | $7.9M | 100% | Sep 2024 |
|
| Capital Investment Counsel | 212k | $7.7M | 100% | Sep 2024 |
|
| J.w. Cole Advisors | 205k | $7.4M | 10% | Sep 2024 |
|
| RFG Advisory | 205k | $7.4M | 2% | Sep 2024 |
|
| Astor Investment Management | 194k | $7.0M | -9% | Sep 2024 |
|
| Southland Equity Partners | 193k | $7.0M | 279% | Sep 2024 |
|
| FTB Advisors | 193k | $7.0M | 18% | Sep 2024 |
|
| N.E.W. Advisory Services | 188k | $6.8M | 33% | Sep 2024 |
|
| AIFG Consultants | 187k | $6.8M | 13% | Sep 2024 |
|
| Gallagher Fiduciary Advisors | 187k | $6.8M | 2% | Sep 2024 |
|
| Aprio Wealth Management | 186k | $6.7M | 2% | Sep 2024 |
|
| PSI Advisors | 184k | $6.7M | 8% | Sep 2024 |
|
| Arvest Investments | 183k | $6.6M | 11% | Sep 2024 |
|
| San Luis Wealth Advisors | 180k | $6.6M | 229% | Sep 2024 |
|
| Daymark Wealth Partners | 180k | $6.5M | 831% | Sep 2024 |
|
| Proequities | 180k | $6.5B | -5% | Sep 2024 |
|
| Benjamin Edwards | 179k | $6.5M | 19026% | Sep 2024 |
|
| Benjamin F. Edwards & Company | 177k | $5.9M | -8% | Jun 2024 |
|
| Foundations Investment Advisors | 176k | $6.4M | 166% | Sep 2024 |
|
| Certified Advisory Corp | 172k | $6.3M | 100% | Sep 2024 |
|
| Equitable Holdings | 168k | $5.6M | 17% | Jun 2024 |
|
| Golden State Equity Partners | 133k | $4.8M | -6% | Sep 2024 |
|
| Focus Financial Network | 159k | $5.8M | 100% | Sep 2024 |
|
| Stratos Wealth Partners | 155k | $5.7M | -4% | Sep 2024 |
|
| Goss Wealth Management | 155k | $5.2M | 46% | Jun 2024 |
|
| RiverTree Advisors | 155k | $5.6M | -7% | Sep 2024 |
|
| Goldman Sachs Group | 150k | $5.0M | 134% | Jun 2024 |
|
| Jpmorgan Chase & Co | 146k | $5.3M | 18% | Sep 2024 |
|
| Wealthcare Advisory Partners | 144k | $5.2M | 4% | Sep 2024 |
|
| Arkadios Wealth Advisors | 137k | $5.0M | 95% | Sep 2024 |
|
| Atria Wealth Solutions | 135k | $4.9M | 42% | Sep 2024 |
|
| Maia Wealth | 134k | $4.9M | 63% | Sep 2024 |
|
| Naviter Wealth | 133k | $4.8M | 26% | Sep 2024 |
|
| IFG Advisory | 133k | $4.8M | 125% | Sep 2024 |
|
| Financial Advocates Investment Management | 131k | $4.7M | 17% | Sep 2024 |
|
| Gladstone Institutional Advisory | 129k | $4.7M | 90% | Sep 2024 |
|
| Redhawk Wealth Advisors | 129k | $4.7M | 9% | Sep 2024 |
|
| Oppenheimer & Co | 123k | $4.5M | 88% | Sep 2024 |
|
| Synovus Financial Corp. | 121k | $4.4M | 8% | Sep 2024 |
|
| SSI Investment Management | 117k | $4.3M | 100% | Sep 2024 |
|
| World Equity Group | 116k | $4.2M | 7% | Sep 2024 |
|
| Per Stirling Capital Management | 115k | $4.2M | -41% | Sep 2024 |
|
| GPS Wealth Strategies Group | 111k | $4.0M | 1% | Sep 2024 |
|
| Owen LaRue | 110k | $3.7M | 7% | Jun 2024 |
|
| GUNN & Co INVESTMENT MANAGEMENT | 110k | $4.0M | 100% | Sep 2024 |
|
| Apollon Wealth Management | 109k | $4.0M | 68% | Sep 2024 |
|
| Harwood Advisory | 108k | $3.9M | -11% | Sep 2024 |
|
| Fsb Premier Wealth Management | 106k | $3.5M | -14% | Jun 2024 |
|
| Us Bancorp | 103k | $3.7M | 75% | Sep 2024 |
|
| Stratos Wealth Advisors | 100k | $3.7M | 15% | Sep 2024 |
|
| Y-Intercept | 100k | $3.6M | 100% | Sep 2024 |
|
| Dynamic Advisors Solutions | 100k | $3.6M | 100% | Sep 2024 |
|
| CX Institutional | 95k | $3.4M | 0% | Sep 2024 |
|
| Cherry Creek Investment Advisors | 86k | $3.1M | 9% | Sep 2024 |
|
| Signature Securities Group Corporation | 82k | $3.0M | 1% | Sep 2024 |
|
| Brian McDonald | 81k | $3.0M | 10% | Sep 2024 |
|
| Jones Financial Companies, L.L | 81k | $2.9M | 100% | Sep 2024 |
|
| Nations Financial Group | 81k | $2.9M | 19% | Sep 2024 |
|
| Kmg Fiduciary Partners | 80k | $2.9M | 351% | Sep 2024 |
|
| EWG Elevate | 79k | $2.9M | 100% | Sep 2024 |
|
| Cozad Asset Management | 78k | $2.8M | 14% | Sep 2024 |
|
| Spire Wealth Management | 77k | $2.8M | 1% | Sep 2024 |
|
| Clarity Capital Partners | 77k | $2.8M | 27% | Sep 2024 |
|
| Proactive Wealth Strategies | 76k | $2.8M | 100% | Sep 2024 |
|
| POM Investment Strategies | 74k | $2.7M | 1% | Sep 2024 |
|
| Mason & Associates | 74k | $2.7M | 1069% | Sep 2024 |
|
| Secured Retirement Advisors | 74k | $2.7M | -2% | Sep 2024 |
|
| Summit Wealth Partners | 74k | $2.7M | 19% | Sep 2024 |
|
| Titleist Asset Management | 73k | $2.4M | 47% | Jun 2024 |
|
| Bright Financial Advisors | 73k | $2.7M | 54% | Sep 2024 |
|
| Aptus Capital Advisors | 73k | $2.7M | 76% | Sep 2024 |
|
| BBK Capital Partners | 71k | $2.6M | 3% | Sep 2024 |
|
| IronBridge Private Wealth | 71k | $2.6M | 100% | Sep 2024 |
|
| Kingsview Wealth Management | 70k | $2.6M | 6% | Sep 2024 |
|
| Concurrent Investment Advisors | 70k | $2.6M | 2% | Sep 2024 |
|
| Cedrus | 70k | $2.5M | 24% | Sep 2024 |
|
| Raymond James Trust | 69k | $2.5M | 9% | Sep 2024 |
|
| Harvest Investment Services | 69k | $2.5M | 9% | Sep 2024 |
|
| National Asset Management | 68k | $2.3M | 252% | Jun 2024 |
|
| Continuum Advisory | 68k | $2.6M | 16% | Sep 2024 |
|
| KPP Advisory Services | 67k | $2.4M | 238% | Sep 2024 |
|
| Ameritas Advisory Services | 65k | $2.4M | 8% | Sep 2024 |
|
| BlueChip Wealth Advisors | 63k | $2.1M | 8% | Jun 2024 |
|
| Wedbush Morgan Securities | 63k | $2.3M | 9% | Sep 2024 |
|
| Capital Investment Advisory Services | 62k | $2.2M | 8% | Sep 2024 |
|
| Moors & Cabot | 61k | $2.2M | 20% | Sep 2024 |
|
| Team Financial Group | 59k | $2.2M | 2% | Sep 2024 |
|
| Atlas Wealth | 59k | $1.9B | 21% | Jun 2024 |
|
| DHK Financial Advisors | 59k | $2.1M | 0% | Sep 2024 |
|
| Altus Wealth Group | 58k | $2.1M | -2% | Sep 2024 |
|
| Principal Securities | 58k | $2.1M | 24% | Sep 2024 |
|
| MAI Wealth Advisors | 51k | $1.9M | -26% | Sep 2024 |
|
| Envestnet Portfolio Solutions | 51k | $1.8M | -15% | Sep 2024 |
|
| Secure Asset Management | 46k | $1.7M | -35% | Sep 2024 |
|
| Elevated Capital Advisors | 39k | $1.4M | -75% | Sep 2024 |
|
| ICA Group Wealth Management | 22k | $731k | -77% | Jun 2024 |
|
| Wayne Hummer Investments | 19k | $674k | -90% | Sep 2024 |
|
Who sold out of First Tr Exhcange Traded Fd smid risng etf?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Concorde Asset Management | Jun 2024 | 105k | $3.5M |
| Strategic Financial Concepts | Jun 2024 | 82k | $142M |
| Custom Index Systems | Jun 2024 | 78k | $2.6M |
| Renaissance Technologies | Jun 2024 | 67k | $2.2M |