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 | 24M | $903M | 1% | Sep 2025 |
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| Morgan Stanley | 20M | $696M | 100% | Jun 2025 |
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| Raymond James Financial | 13M | $488M | 7% | Sep 2025 |
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| Wells Fargo & Company | 13M | $476M | 5% | Sep 2025 |
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| Cetera Investment Advisers | 7.3M | $276M | 38% | Sep 2025 |
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| UBS Group | 6.7M | $257M | 5% | Sep 2025 |
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| Royal Bank of Canada | 6.0M | $227M | 4% | Sep 2025 |
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| Capital Investment Advisors | 4.2M | $159M | 5% | Sep 2025 |
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| Stifel Financial | 4.0M | $151M | 15% | Sep 2025 |
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| Park National Corp | 3.4M | $130M | 1% | Sep 2025 |
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| Commonwealth Equity Services | 3.4M | $129M | 17% | Sep 2025 |
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| HighTower Advisors | 3.1M | $119M | 20% | Sep 2025 |
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| Envestnet Asset Management | 3.1M | $117M | 3% | Sep 2025 |
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| Advisor Group Holdings | 3.0M | $113M | 8% | Sep 2025 |
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| Harbour Investments | 2.9M | $111M | 3% | Sep 2025 |
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| LVZ Advisors | 2.8M | $107M | 2% | Sep 2025 |
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| Branch Banking & Trust Company | 2.5M | $94M | 4% | Sep 2025 |
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| Cambridge Investment Research Advisors | 2.2M | $83M | -2% | Sep 2025 |
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| Northwestern Mutual Wealth Management Company | 2.1M | $81M | 10% | Sep 2025 |
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| Mml Investors Services | 1.6M | $61M | -1% | Sep 2025 |
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| Kestra Advisory Services | 1.4M | $53M | 7% | Sep 2025 |
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| Baird Financial | 1.4M | $53M | 6% | Sep 2025 |
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| Private Advisor | 1.3M | $49M | 8% | Sep 2025 |
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| William Blair $ Company | 1.3M | $49M | 1% | Sep 2025 |
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| Goss Wealth Management | 918k | $35M | -4% | Sep 2025 |
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| Jones Financial Companies, L.L | 854k | $33M | 28% | Sep 2025 |
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| Prospera Financial Services | 805k | $31M | -4% | Sep 2025 |
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| Janney Montgomery Scott | 749k | $29M | -4% | Sep 2025 |
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| Good Life Advisors | 721k | $26M | 20% | Jun 2025 |
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| H D Vest Advisory Services | 702k | $25M | 4% | Jun 2025 |
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| Integrated Wealth Concepts | 685k | $26M | 5% | Sep 2025 |
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| D.A. Davidson & Co. | 670k | $26M | 4% | Sep 2025 |
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| Western Wealth Management | 652k | $25M | 9% | Sep 2025 |
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| First Trust Advisors | 594k | $23M | 1% | Sep 2025 |
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| Rockefeller Capital Management | 584k | $22M | 5% | Sep 2025 |
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| Chas. P. Smith & Associates, PA, CPA's | 583k | $22M | -43% | Sep 2025 |
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| Wealth Enhancement Advisory Services | 580k | $22M | 1% | Sep 2025 |
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| Blue Chip Partners | 563k | $21M | 4% | Sep 2025 |
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| Summit Financial | 526k | $20M | 100% | Sep 2025 |
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| Equitable Holdings | 510k | $19M | 0% | Sep 2025 |
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| Steward Partners Investment Advisory | 495k | $19M | -2% | Sep 2025 |
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| Aptus Capital Advisors | 470k | $18M | 7% | Sep 2025 |
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| Wagner Wealth Management | 466k | $18M | 2% | Sep 2025 |
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| Intl Fcstone | 440k | $17M | -25% | Sep 2025 |
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| Guardian Wealth Advisors, Llc / Nc | 439k | $17M | 7% | Sep 2025 |
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| Advantage Trust | 433k | $17M | 4% | Sep 2025 |
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| Solano Wealth Investment Advisors | 432k | $16M | 2% | Sep 2025 |
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| CWM | 418k | $16M | 17% | Sep 2025 |
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| Sanchez Wealth Management Group | 404k | $15M | 4% | Sep 2025 |
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| Crumly & Associates | 396k | $15M | 2% | Sep 2025 |
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| Focus Financial Network | 377k | $14M | -6% | Sep 2025 |
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| Lifestyle Asset Management | 360k | $14M | 11% | Sep 2025 |
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| Dagco | 359k | $14M | 5% | Sep 2025 |
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| Richmond Investment Services | 355k | $14M | -37% | Sep 2025 |
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| B & T Capital Management DBA Alpha Capital Management | 352k | $13M | 2% | Sep 2025 |
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| FTB Advisors | 324k | $11M | 6% | Jun 2025 |
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| Benjamin Edwards | 320k | $12M | 4% | Sep 2025 |
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| Wealthcare Advisory Partners | 308k | $12M | 14% | Sep 2025 |
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| J.w. Cole Advisors | 307k | $12M | 3% | Sep 2025 |
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| RFG Advisory | 306k | $12M | -14% | Sep 2025 |
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| Golden State Wealth Management | 305k | $12M | 1% | Sep 2025 |
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| Wiley Bros.-aintree Capital | 303k | $12M | 4% | Sep 2025 |
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| Sigma Planning | 296k | $11M | -25% | Sep 2025 |
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| Two Sigma Investments | 296k | $11M | 798% | Sep 2025 |
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| Fairvoy Private Wealth | 295k | $11M | 26% | Sep 2025 |
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| Kestra Private Wealth Services | 289k | $11M | 0% | Sep 2025 |
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| Arkadios Wealth Advisors | 286k | $11M | 7% | Sep 2025 |
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| Stratos Wealth Advisors | 286k | $11M | 11% | Sep 2025 |
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| Private Wealth Asset Management | 282k | $11M | 8% | Sep 2025 |
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| Foundations Investment Advisors | 265k | $10M | 46% | Sep 2025 |
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| TrueWealth Advisors | 264k | $10M | 0% | Sep 2025 |
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| VestGen Advisors | 258k | $9.8M | 4% | Sep 2025 |
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| Precedent Wealth Partners | 245k | $9.3M | 14% | Sep 2025 |
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| PSI Advisors | 244k | $9.3M | 100% | Sep 2025 |
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| Atria Wealth Solutions | 243k | $8.6M | -15% | Jun 2025 |
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| First Heartland Consultants | 239k | $9.1M | -18% | Sep 2025 |
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| Arvest Investments | 238k | $9.1M | -10% | Sep 2025 |
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| Procyon Private Wealth Partners | 238k | $9.1M | 9% | Sep 2025 |
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| Atria Investments | 237k | $9.0M | -23% | Sep 2025 |
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| Gail Mannix | 233k | $8.9M | 40% | Sep 2025 |
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| Us Bancorp | 225k | $8.6M | 66% | Sep 2025 |
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| Owen LaRue | 222k | $8.4M | 82% | Sep 2025 |
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| Stratos Wealth Partners | 221k | $8.4M | -6% | Sep 2025 |
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| Daymark Wealth Partners | 217k | $8.3M | 10% | Sep 2025 |
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| Triumph Capital Management | 212k | $8.1M | -7% | Sep 2025 |
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| Certified Advisory Corp | 210k | $8.0M | 2% | Sep 2025 |
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| Visionary Wealth Advisors | 210k | $8.0M | -12% | Sep 2025 |
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| Envestnet Portfolio Solutions | 208k | $7.9M | 78% | Sep 2025 |
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| Gallagher Fiduciary Advisors | 208k | $7.9M | 0% | Sep 2025 |
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| Capital Investment Counsel | 206k | $7.8M | 2% | Sep 2025 |
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| IHT Wealth Management | 204k | $7.8M | -4% | Sep 2025 |
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| Oppenheimer & Co | 201k | $7.7M | 12% | Sep 2025 |
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| Mariner Wealth Advisors | 201k | $7.6M | -35% | Sep 2025 |
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| Uniting Wealth Partners | 200k | $7.6M | 100% | Sep 2025 |
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| Southland Equity Partners | 198k | $7.5M | -4% | Sep 2025 |
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| Kovitz Investment Group Partners | 189k | $7.2M | -1% | Sep 2025 |
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| Ergawealth Advisors | 188k | $7.2M | -31% | Sep 2025 |
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| Nations Financial Group | 188k | $7.1M | 6% | Sep 2025 |
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| KPP Advisory Services | 185k | $7.0M | 351% | Sep 2025 |
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| Principal Securities | 177k | $6.7M | 46% | Sep 2025 |
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| Bennett Associates Wealth Management | 172k | $6.5M | -19% | Sep 2025 |
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| Hobart Private Capital | 171k | $6.5M | -1% | Sep 2025 |
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| Stonehaven Wealth & Tax Solutions | 170k | $6.5M | 1% | Sep 2025 |
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| Aprio Wealth Management | 169k | $6.4M | -5% | Sep 2025 |
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| SSI Investment Management | 168k | $6.4M | 1% | Sep 2025 |
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| Pinnacle Wealth Management Advisory | 162k | $6.1M | 41% | Sep 2025 |
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| Gladstone Institutional Advisory | 157k | $6.0M | -2% | Sep 2025 |
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| Key Client Fiduciary Advisors | 157k | $6.0M | 1% | Sep 2025 |
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| Synovus Financial Corp. | 150k | $5.7M | 7% | Sep 2025 |
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| Econ Financial Services Corp | 143k | $5.4M | 9% | Sep 2025 |
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| Ashton Thomas Private Wealth | 142k | $5.4M | 67% | Sep 2025 |
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| GPS Wealth Strategies Group | 141k | $5.3M | 8% | Sep 2025 |
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| Provident Wealth Management | 140k | $5.3M | 1% | Sep 2025 |
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| Priebe Wealth Holdings | 139k | $4.9M | 33% | Jun 2025 |
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| Gateway Wealth Partners | 138k | $5.2M | 17% | Sep 2025 |
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| IMG Wealth Management | 137k | $5.2M | 19% | Sep 2025 |
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| Concurrent Investment Advisors | 132k | $5.0M | 3% | Sep 2025 |
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| MAI Wealth Advisors | 131k | $5.0M | 85% | Sep 2025 |
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| Bright Financial Advisors | 131k | $5.0M | 2% | Sep 2025 |
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| JPL Wealth Management | 130k | $4.9M | -2% | Sep 2025 |
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| CX Institutional | 128k | $4.9M | 0% | Sep 2025 |
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| Maia Wealth | 128k | $4.8M | -2% | Sep 2025 |
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| Rehmann Capital Advisory | 126k | $4.8M | 3% | Sep 2025 |
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| Meridian Wealth Management | 120k | $4.6M | 2% | Sep 2025 |
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| Dynamic Advisors Solutions | 120k | $4.6M | 2% | Sep 2025 |
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| LFA - Lugano Financial Advisors SA | 120k | $4.5M | -6% | Sep 2025 |
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| Golden State Equity Partners | 119k | $4.5M | -7% | Sep 2025 |
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| Wisconsin Wealth Advisors | 115k | $4.4M | 100% | Sep 2025 |
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| LeClair Wealth Partners | 114k | $4.3M | -10% | Sep 2025 |
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| Kmg Fiduciary Partners | 113k | $4.3M | 2% | Sep 2025 |
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| Jpmorgan Chase & Co | 111k | $4.2M | -11% | Sep 2025 |
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| Global Retirement Partners | 110k | $4.2M | 13% | Sep 2025 |
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| HPM Partners | 110k | $4.2M | 104% | Sep 2025 |
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| Apollon Wealth Management | 109k | $4.1M | -16% | Sep 2025 |
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| Fsb Premier Wealth Management | 107k | $4.1M | -2% | Sep 2025 |
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| Creative Financial Designs | 106k | $4.0M | 2% | Sep 2025 |
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| Spectrum Wealth Advisory Group | 103k | $3.9M | 1% | Sep 2025 |
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| Elios Financial Group | 103k | $3.6M | 1% | Jun 2025 |
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| Cozad Asset Management | 99k | $3.7M | 6% | Sep 2025 |
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| Baron Wealth Management | 97k | $3.7M | 7% | Sep 2025 |
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| Merit Financial Group | 97k | $3.7M | 0% | Sep 2025 |
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| Stephens | 96k | $3.6M | 3% | Sep 2025 |
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| Titleist Asset Management | 96k | $3.6M | 3% | Sep 2025 |
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| Simplicity Wealth | 94k | $3.6M | 1% | Sep 2025 |
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| Prostatis Group | 94k | $3.6M | 33% | Sep 2025 |
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| Virtus Family Office | 93k | $3.5M | 105% | Sep 2025 |
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| Trueblood Wealth Management | 93k | $3.5M | 3% | Sep 2025 |
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| Capital Investment Advisory Services | 93k | $3.5M | 36% | Sep 2025 |
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| Chris Bulman | 92k | $3.5M | 54% | Sep 2025 |
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| Continuum Advisory | 90k | $3.4M | 9% | Sep 2025 |
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| Anderson Financial Strategies | 89k | $3.4M | -1% | Sep 2025 |
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| Kingsview Wealth Management | 86k | $3.3M | -21% | Sep 2025 |
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| Qube Research & Technologies | 75k | $2.9M | -80% | Sep 2025 |
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| IFG Advisory | 72k | $2.7M | -51% | Sep 2025 |
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| Csenge Advisory Group | 41k | $1.5M | -78% | Sep 2025 |
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| WCG Wealth Advisors | 26k | $969k | -81% | Sep 2025 |
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| Breakthru Advisory Services | 5.8k | $221k | -97% | Sep 2025 |
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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 |
|---|---|---|---|
| Mach-1 Financial Group | Jun 2025 | 276k | $9.7M |
| SRS Capital Advisors | Jun 2025 | 218k | $7.7M |
| Financial Advocates Investment Management | Jun 2025 | 93k | $3.3M |