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 |
|---|---|---|---|---|---|
| LPL Financial | 18M | $654M | 17% | Sep 2024 |
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| Morgan Stanley | 13M | $416M | 19% | Jun 2024 |
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| Wells Fargo & Company | 11M | $384M | 17% | Sep 2024 |
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| Bank of America Corporation | 5.8M | $210M | 18% | Sep 2024 |
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| Royal Bank of Canada | 4.4M | $159M | 42% | Sep 2024 |
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| Raymond James & Associates | 4.2M | $154M | 19% | Sep 2024 |
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| Raymond James Financial Services Advisors | 4.2M | $154M | 30% | Sep 2024 |
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| Capital Investment Advisors | 3.2M | $118M | 8% | Sep 2024 |
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| LVZ Advisors | 2.7M | $99M | 0% | Sep 2024 |
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| Envestnet Asset Management | 2.5M | $93M | 26% | Sep 2024 |
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| Park National Corp | 2.5M | $92M | 292% | Sep 2024 |
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| Branch Banking & Trust Company | 2.5M | $82M | -1% | Jun 2024 |
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| Cetera Investment Advisers | 2.4M | $81M | 32% | Jun 2024 |
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| Advisor Group Holdings | 2.2M | $79M | 23% | Sep 2024 |
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| Stifel Financial | 2.1M | $71M | 2% | Jun 2024 |
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| Commonwealth Equity Services | 2.1M | $76M | 8% | Sep 2024 |
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| Cambridge Investment Research Advisors | 1.8M | $66M | 13% | Sep 2024 |
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| Mml Investors Services | 1.1M | $41M | 12% | Sep 2024 |
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| William Blair $ Company | 1.1M | $40M | 7% | Sep 2024 |
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| Private Advisor | 1.0M | $38M | 11% | Sep 2024 |
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| HighTower Advisors | 1.0M | $34M | 54% | Jun 2024 |
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| Kestra Advisory Services | 966k | $35M | 11% | Sep 2024 |
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| Northwestern Mutual Wealth Management Company | 964k | $35M | 21% | Sep 2024 |
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| Chas. P. Smith & Associates, PA, CPA's | 956k | $35M | -2% | Sep 2024 |
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| Horizon Advisory Services | 771k | $28M | -1% | Sep 2024 |
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| Intl Fcstone | 671k | $24M | 12% | Sep 2024 |
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| Prospera Financial Services | 662k | $24M | 21% | Sep 2024 |
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| Steward Partners Investment Advisory | 618k | $21M | -9% | Jun 2024 |
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| Integrated Wealth Concepts | 559k | $20M | 1% | Sep 2024 |
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| H D Vest Advisory Services | 534k | $18M | 55% | Jun 2024 |
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| Wealth Enhancement Advisory Services | 534k | $18M | 3% | Jun 2024 |
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| Western Wealth Management | 530k | $19M | 45% | Sep 2024 |
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| Harbour Investments | 499k | $18M | 44% | Sep 2024 |
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| Janney Montgomery Scott | 486k | $18M | 46% | Sep 2024 |
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| Good Life Advisors | 478k | $17M | 2% | Sep 2024 |
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| Atria Investments | 448k | $16M | 4% | Sep 2024 |
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| Sigma Planning | 425k | $16M | 2% | Sep 2024 |
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| D.A. Davidson & Co. | 416k | $14M | 25% | Jun 2024 |
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| Kestra Private Wealth Services | 410k | $15M | -17% | Sep 2024 |
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| Advantage Trust | 404k | $15M | -1% | Sep 2024 |
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| Sanctuary Advisors | 393k | $16M | 41% | Sep 2024 |
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| GDS Wealth Management | 386k | $14M | 13% | Sep 2024 |
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| Pine Valley Investments Ltd Liability | 385k | $14M | 0% | Sep 2024 |
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| Wagner Wealth Management | 373k | $14M | 8% | Sep 2024 |
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| Visionary Wealth Advisors | 369k | $13M | 19% | Sep 2024 |
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| Sanchez Wealth Management Group | 352k | $13M | -8% | Sep 2024 |
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| Mariner Wealth Advisors | 345k | $13M | 70% | Sep 2024 |
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| Rockefeller Capital Management | 341k | $11M | 87% | Jun 2024 |
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| Kovitz Investment Group Partners | 341k | $12M | 100% | Sep 2024 |
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| Presidio Capital Management | 338k | $12M | 16% | Sep 2024 |
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| TMD Wealth Management | 328k | $11M | 53% | Jun 2024 |
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| First Heartland Consultants | 321k | $12M | 33% | Sep 2024 |
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| Ergawealth Advisors | 313k | $11M | 6% | Sep 2024 |
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| TrueWealth Advisors | 257k | $9.3M | -14% | Sep 2024 |
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| Aft, Forsyth & Sober | 250k | $8.4M | 0% | Jun 2024 |
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| Mach-1 Financial Group | 246k | $9.0M | 7% | Sep 2024 |
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| TAP Consulting | 229k | $8.3M | 4% | Sep 2024 |
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| Crumly & Associates | 226k | $8.2M | 14% | Sep 2024 |
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| Hobart Private Capital | 224k | $8.1M | 5% | Sep 2024 |
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| Dagco | 218k | $7.9M | 100% | Sep 2024 |
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| Capital Investment Counsel | 212k | $7.7M | 100% | Sep 2024 |
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| J.w. Cole Advisors | 205k | $7.4M | 10% | Sep 2024 |
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| RFG Advisory | 205k | $7.4M | 2% | Sep 2024 |
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| Astor Investment Management | 194k | $7.0M | -9% | Sep 2024 |
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| Southland Equity Partners | 193k | $7.0M | 279% | Sep 2024 |
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| FTB Advisors | 193k | $7.0M | 18% | Sep 2024 |
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| N.E.W. Advisory Services | 188k | $6.8M | 33% | Sep 2024 |
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| AIFG Consultants | 187k | $6.8M | 13% | Sep 2024 |
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| Gallagher Fiduciary Advisors | 187k | $6.8M | 2% | Sep 2024 |
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| Aprio Wealth Management | 186k | $6.7M | 2% | Sep 2024 |
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| PSI Advisors | 184k | $6.7M | 8% | Sep 2024 |
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| Arvest Investments | 183k | $6.6M | 11% | Sep 2024 |
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| San Luis Wealth Advisors | 180k | $6.6M | 229% | Sep 2024 |
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| Daymark Wealth Partners | 180k | $6.5M | 831% | Sep 2024 |
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| Proequities | 180k | $6.5B | -5% | Sep 2024 |
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| Benjamin Edwards | 179k | $6.5M | 19026% | Sep 2024 |
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| Benjamin F. Edwards & Company | 177k | $5.9M | -8% | Jun 2024 |
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| Foundations Investment Advisors | 176k | $6.4M | 166% | Sep 2024 |
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| Certified Advisory Corp | 172k | $6.3M | 100% | Sep 2024 |
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| Equitable Holdings | 168k | $5.6M | 17% | Jun 2024 |
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| Golden State Equity Partners | 133k | $4.8M | -6% | Sep 2024 |
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| Focus Financial Network | 159k | $5.8M | 100% | Sep 2024 |
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| Stratos Wealth Partners | 155k | $5.7M | -4% | Sep 2024 |
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| Goss Wealth Management | 155k | $5.2M | 46% | Jun 2024 |
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| RiverTree Advisors | 155k | $5.6M | -7% | Sep 2024 |
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| Goldman Sachs Group | 150k | $5.0M | 134% | Jun 2024 |
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| Jpmorgan Chase & Co | 146k | $5.3M | 18% | Sep 2024 |
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| Wealthcare Advisory Partners | 144k | $5.2M | 4% | Sep 2024 |
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| Arkadios Wealth Advisors | 137k | $5.0M | 95% | Sep 2024 |
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| Atria Wealth Solutions | 135k | $4.9M | 42% | Sep 2024 |
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| Maia Wealth | 134k | $4.9M | 63% | Sep 2024 |
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| Naviter Wealth | 133k | $4.8M | 26% | Sep 2024 |
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| IFG Advisory | 133k | $4.8M | 125% | Sep 2024 |
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| Financial Advocates Investment Management | 131k | $4.7M | 17% | Sep 2024 |
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| Gladstone Institutional Advisory | 129k | $4.7M | 90% | Sep 2024 |
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| Redhawk Wealth Advisors | 129k | $4.7M | 9% | Sep 2024 |
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| Oppenheimer & Co | 123k | $4.5M | 88% | Sep 2024 |
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| Synovus Financial Corp. | 121k | $4.4M | 8% | Sep 2024 |
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| SSI Investment Management | 117k | $4.3M | 100% | Sep 2024 |
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| World Equity Group | 116k | $4.2M | 7% | Sep 2024 |
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| Per Stirling Capital Management | 115k | $4.2M | -41% | Sep 2024 |
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| GPS Wealth Strategies Group | 111k | $4.0M | 1% | Sep 2024 |
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| Owen LaRue | 110k | $3.7M | 7% | Jun 2024 |
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| GUNN & Co INVESTMENT MANAGEMENT | 110k | $4.0M | 100% | Sep 2024 |
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| Apollon Wealth Management | 109k | $4.0M | 68% | Sep 2024 |
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| Harwood Advisory | 108k | $3.9M | -11% | Sep 2024 |
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| Fsb Premier Wealth Management | 106k | $3.5M | -14% | Jun 2024 |
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| Us Bancorp | 103k | $3.7M | 75% | Sep 2024 |
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| Stratos Wealth Advisors | 100k | $3.7M | 15% | Sep 2024 |
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| Y-Intercept | 100k | $3.6M | 100% | Sep 2024 |
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| Dynamic Advisors Solutions | 100k | $3.6M | 100% | Sep 2024 |
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| CX Institutional | 95k | $3.4M | 0% | Sep 2024 |
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| Cherry Creek Investment Advisors | 86k | $3.1M | 9% | Sep 2024 |
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| Signature Securities Group Corporation | 82k | $3.0M | 1% | Sep 2024 |
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| Brian McDonald | 81k | $3.0M | 10% | Sep 2024 |
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| Jones Financial Companies, L.L | 81k | $2.9M | 100% | Sep 2024 |
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| Nations Financial Group | 81k | $2.9M | 19% | Sep 2024 |
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| Kmg Fiduciary Partners | 80k | $2.9M | 351% | Sep 2024 |
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| EWG Elevate | 79k | $2.9M | 100% | Sep 2024 |
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| Cozad Asset Management | 78k | $2.8M | 14% | Sep 2024 |
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| Spire Wealth Management | 77k | $2.8M | 1% | Sep 2024 |
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| Clarity Capital Partners | 77k | $2.8M | 27% | Sep 2024 |
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| Proactive Wealth Strategies | 76k | $2.8M | 100% | Sep 2024 |
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| POM Investment Strategies | 74k | $2.7M | 1% | Sep 2024 |
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| Mason & Associates | 74k | $2.7M | 1069% | Sep 2024 |
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| Secured Retirement Advisors | 74k | $2.7M | -2% | Sep 2024 |
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| Summit Wealth Partners | 74k | $2.7M | 19% | Sep 2024 |
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| Titleist Asset Management | 73k | $2.4M | 47% | Jun 2024 |
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| Bright Financial Advisors | 73k | $2.7M | 54% | Sep 2024 |
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| Aptus Capital Advisors | 73k | $2.7M | 76% | Sep 2024 |
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| BBK Capital Partners | 71k | $2.6M | 3% | Sep 2024 |
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| IronBridge Private Wealth | 71k | $2.6M | 100% | Sep 2024 |
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| Kingsview Wealth Management | 70k | $2.6M | 6% | Sep 2024 |
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| Concurrent Investment Advisors | 70k | $2.6M | 2% | Sep 2024 |
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| Cedrus | 70k | $2.5M | 24% | Sep 2024 |
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| Raymond James Trust | 69k | $2.5M | 9% | Sep 2024 |
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| Harvest Investment Services | 69k | $2.5M | 9% | Sep 2024 |
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| Continuum Advisory | 68k | $2.6M | 16% | Sep 2024 |
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| KPP Advisory Services | 67k | $2.4M | 238% | Sep 2024 |
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| Ameritas Advisory Services | 65k | $2.4M | 8% | Sep 2024 |
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| Rehmann Capital Advisory | 64k | $2.3M | 25% | Sep 2024 |
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| BlueChip Wealth Advisors | 63k | $2.1M | 8% | Jun 2024 |
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| Wedbush Morgan Securities | 63k | $2.3M | 9% | Sep 2024 |
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| Capital Investment Advisory Services | 62k | $2.2M | 8% | Sep 2024 |
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| Moors & Cabot | 61k | $2.2M | 20% | Sep 2024 |
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| Team Financial Group | 59k | $2.2M | 2% | Sep 2024 |
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| Atlas Wealth | 59k | $1.9B | 21% | Jun 2024 |
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| DHK Financial Advisors | 59k | $2.1M | 0% | Sep 2024 |
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| Altus Wealth Group | 58k | $2.1M | -2% | Sep 2024 |
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| MAI Wealth Advisors | 51k | $1.9M | -26% | Sep 2024 |
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| Envestnet Portfolio Solutions | 51k | $1.8M | -15% | Sep 2024 |
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| Secure Asset Management | 46k | $1.7M | -35% | Sep 2024 |
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| Elevated Capital Advisors | 39k | $1.4M | -75% | Sep 2024 |
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| National Asset Management | 32k | $1.2M | -53% | Sep 2024 |
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| ICA Group Wealth Management | 22k | $731k | -77% | Jun 2024 |
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| Wayne Hummer Investments | 19k | $674k | -90% | Sep 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 |
|---|---|---|---|
| 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 |