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 | 25M | $981M | 0% | Mar 2026 |
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| Morgan Stanley | 19M | $733M | 4% | Mar 2026 |
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| Raymond James Financial | 14M | $541M | 10% | Dec 2025 |
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| Wells Fargo & Company | 13M | $498M | 1% | Mar 2026 |
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| Bank of America Corporation | 9.5M | $373M | 100% | Mar 2026 |
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| Cetera Investment Advisers | 7.9M | $313M | 3% | Mar 2026 |
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| Royal Bank of Canada | 6.7M | $265M | 11% | Mar 2026 |
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| UBS Group | 6.3M | $248M | -9% | Mar 2026 |
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| Capital Investment Advisors | 4.6M | $180M | 5% | Mar 2026 |
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| Stifel Financial | 3.9M | $156M | -5% | Mar 2026 |
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| Harbour Investments | 3.8M | $151M | 41% | Mar 2026 |
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| Envestnet Asset Management | 3.6M | $143M | 10% | Mar 2026 |
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| Park National Corp | 3.5M | $137M | 2% | Mar 2026 |
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| Commonwealth Equity Services | 3.5M | $136M | -3% | Mar 2026 |
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| HighTower Advisors | 3.0M | $117M | -10% | Mar 2026 |
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| Advisor Group Holdings | 2.8M | $107M | -5% | Dec 2025 |
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| LVZ Advisors | 2.7M | $105M | -5% | Mar 2026 |
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| Branch Banking & Trust Company | 2.7M | $105M | 8% | Mar 2026 |
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| Cambridge Investment Research Advisors | 2.6M | $102M | 11% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 2.5M | $99M | 14% | Mar 2026 |
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| Kestra Advisory Services | 1.7M | $65M | 6% | Mar 2026 |
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| William Blair $ Company | 1.5M | $58M | 13% | Mar 2026 |
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| Private Advisor | 1.4M | $57M | 6% | Mar 2026 |
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| Baird Financial | 1.4M | $55M | 3% | Dec 2025 |
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| Mml Investors Services | 1.4M | $54M | -18% | Mar 2026 |
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| Rockefeller Capital Management | 1.3M | $51M | 14% | Mar 2026 |
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| Jones Financial Companies, L.L | 1.1M | $43M | 30% | Dec 2025 |
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| Mount Yale Investment Advisors | 1.0M | $41M | 14172% | Mar 2026 |
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| Vestmark Advisory Solutions | 1.0M | $41M | 14036% | Mar 2026 |
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| Chas. P. Smith & Associates, PA, CPA's | 1.0M | $41M | 0% | Mar 2026 |
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| Goss Wealth Management | 932k | $37M | -7% | Mar 2026 |
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| Janney Montgomery Scott | 912k | $36M | 9% | Mar 2026 |
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| JSF Financial | 892k | $35M | 55% | Mar 2026 |
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| Arkadios Wealth Advisors | 862k | $34M | 191% | Mar 2026 |
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| Prospera Financial Services | 853k | $34M | 14% | Mar 2026 |
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| Western Wealth Management | 849k | $34M | 12% | Mar 2026 |
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| Independent Advisor Alliance | 825k | $33M | 100% | Mar 2026 |
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| D.A. Davidson & Co. | 737k | $29M | 9% | Mar 2026 |
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| G. W. Henssler & Associates | 685k | $27M | 34% | Mar 2026 |
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| Integrated Wealth Concepts | 653k | $26M | 26% | Mar 2026 |
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| Decker Wealth Management | 629k | $25M | -1% | Mar 2026 |
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| Blue Chip Partners | 608k | $24M | 3% | Mar 2026 |
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| Sanctuary Advisors | 588k | $23M | 0% | Mar 2026 |
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| Aptus Capital Advisors | 579k | $23M | 9% | Mar 2026 |
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| Trilogy Capital | 563k | $22M | 2% | Mar 2026 |
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| Equitable Holdings | 537k | $21M | -4% | Mar 2026 |
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| First Trust Advisors | 536k | $21M | 18% | Mar 2026 |
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| Summit Financial | 533k | $21M | 2% | Mar 2026 |
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| Steward Partners Investment Advisory | 522k | $21M | 4% | Mar 2026 |
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| Private Wealth Asset Management | 511k | $20M | 43% | Mar 2026 |
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| Guardian Wealth Advisors, Llc / Nc | 505k | $19M | 15% | Dec 2025 |
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| Wagner Wealth Management | 489k | $19M | 3% | Mar 2026 |
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| Wiley Bros.-aintree Capital | 453k | $17M | 50% | Dec 2025 |
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| Sanchez Wealth Management Group | 452k | $18M | 1% | Mar 2026 |
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| CWM | 449k | $17M | 7% | Dec 2025 |
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| Advantage Trust | 444k | $18M | 1% | Mar 2026 |
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| Pine Valley Investments Ltd Liability | 435k | $17M | 1% | Dec 2025 |
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| Crumly & Associates | 434k | $17M | -9% | Mar 2026 |
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| Solano Wealth Investment Advisors | 425k | $17M | -1% | Mar 2026 |
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| Independent Financial Group | 418k | $17M | 3% | Mar 2026 |
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| Focus Financial Network | 415k | $16M | 5% | Mar 2026 |
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| Richmond Investment Services | 415k | $16M | 5% | Mar 2026 |
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| Dagco | 413k | $16M | 12% | Mar 2026 |
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| B & T Capital Management DBA Alpha Capital Management | 363k | $14M | 0% | Mar 2026 |
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| Gateway Wealth Partners | 351k | $14M | 139% | Mar 2026 |
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| Qube Research & Technologies | 344k | $13M | 357% | Dec 2025 |
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| J.w. Cole Advisors | 334k | $13M | 4% | Mar 2026 |
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| Aft, Forsyth & Sober | 330k | $13M | 100% | Dec 2025 |
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| Wealthcare Advisory Partners | 319k | $13M | 2% | Mar 2026 |
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| Sigma Planning | 301k | $12M | 3% | Mar 2026 |
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| RFG Advisory | 300k | $12M | 16% | Mar 2026 |
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| Kestra Private Wealth Services | 299k | $12M | -1% | Mar 2026 |
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| Axxcess Wealth Management | 297k | $12M | 12% | Mar 2026 |
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| Golden State Wealth Management | 297k | $12M | 1% | Mar 2026 |
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| Foundations Investment Advisors | 294k | $12M | 9% | Mar 2026 |
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| Precedent Wealth Partners | 293k | $12M | 14% | Mar 2026 |
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| Procyon Private Wealth Partners | 291k | $12M | 18% | Mar 2026 |
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| Stratos Wealth Advisors | 287k | $11M | -3% | Mar 2026 |
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| S Harris Financial Group | 284k | $11M | 2% | Mar 2026 |
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| Bennett Associates Wealth Management | 282k | $11M | 65% | Mar 2026 |
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| Gail Mannix | 280k | $11M | 11% | Mar 2026 |
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| TrueWealth Advisors | 267k | $11M | -2% | Mar 2026 |
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| Benjamin Edwards | 265k | $10M | -9% | Mar 2026 |
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| Intl Fcstone | 254k | $10M | -42% | Mar 2026 |
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| PSI Advisors | 251k | $12M | 3% | Dec 2025 |
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| Colony | 246k | $9.4M | 406% | Dec 2025 |
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| Hobart Private Capital | 244k | $9.6M | 42% | Mar 2026 |
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| Econ Financial Services Corp | 241k | $9.5M | 34% | Mar 2026 |
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| Atria Investments | 241k | $9.5M | 0% | Mar 2026 |
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| SRS Capital Advisors | 238k | $9.4M | 4% | Mar 2026 |
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| Us Bancorp | 230k | $8.8M | 2% | Dec 2025 |
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| Nations Financial Group | 225k | $8.9M | 10% | Mar 2026 |
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| Oppenheimer & Co | 223k | $8.8M | 17% | Mar 2026 |
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| Certified Advisory Corp | 215k | $8.5M | 1% | Mar 2026 |
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| Great Valley Advisor Group | 212k | $8.4M | 4% | Mar 2026 |
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| Mariner Wealth Advisors | 210k | $8.3M | 3% | Mar 2026 |
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| My Portfolio Guide | 209k | $8.2M | 100% | Mar 2026 |
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| First Heartland Consultants | 207k | $8.1M | -11% | Mar 2026 |
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| Triumph Capital Management | 207k | $8.1M | -1% | Mar 2026 |
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| IHT Wealth Management | 206k | $7.9M | 1% | Dec 2025 |
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| LCW Services | 205k | $8.1M | 100% | Mar 2026 |
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| Southland Equity Partners | 205k | $8.1M | 3% | Mar 2026 |
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| Gallagher Fiduciary Advisors | 202k | $8.0M | -1% | Mar 2026 |
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| VestGen Advisors | 201k | $8.3M | -3% | Mar 2026 |
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| Daymark Wealth Partners | 200k | $7.9M | -2% | Mar 2026 |
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| Visionary Wealth Advisors | 200k | $7.9M | 3% | Mar 2026 |
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| Principal Securities | 199k | $7.8M | 6% | Mar 2026 |
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| Arvest Investments | 198k | $7.8M | -25% | Mar 2026 |
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| Capital Investment Counsel | 197k | $7.8M | -4% | Mar 2026 |
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| Pinnacle Wealth Management Advisory | 193k | $7.6M | 10% | Mar 2026 |
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| Baron Wealth Management | 188k | $7.4M | 13% | Mar 2026 |
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| Uniting Wealth Partners | 183k | $7.2M | -6% | Mar 2026 |
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| Csenge Advisory Group | 183k | $7.2M | 45% | Mar 2026 |
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| Bright Financial Advisors | 182k | $7.2M | 16% | Mar 2026 |
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| Ameliora Wealth Management | 175k | $6.9M | 8353% | Mar 2026 |
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| Stonehaven Wealth & Tax Solutions | 173k | $6.8M | 2% | Mar 2026 |
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| Pinnacle Financial Partners | 171k | $6.6M | 100% | Dec 2025 |
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| KPP Advisory Services | 169k | $6.6M | -6% | Mar 2026 |
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| SSI Investment Management | 167k | $6.6M | 0% | Mar 2026 |
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| Owen LaRue | 165k | $6.5M | 10% | Mar 2026 |
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| Key Client Fiduciary Advisors | 161k | $6.4M | 3% | Mar 2026 |
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| MAI Wealth Advisors | 161k | $6.4M | -1% | Mar 2026 |
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| Aprio Wealth Management | 161k | $6.3M | -3% | Mar 2026 |
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| Rehmann Capital Advisory | 159k | $6.3M | 20% | Mar 2026 |
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| Ashton Thomas Private Wealth | 154k | $6.1M | 6% | Mar 2026 |
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| Gaddis Premier Wealth Advisors | 152k | $6.0M | 100% | Mar 2026 |
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| Stewardship Concepts Financial Services | 151k | $6.0M | 100% | Mar 2026 |
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| Concurrent Investment Advisors | 147k | $5.8M | 6% | Mar 2026 |
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| Bravera Wealth | 145k | $5.7M | 15% | Mar 2026 |
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| Mach-1 Financial Group | 145k | $5.7M | -50% | Mar 2026 |
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| Simplicity Wealth | 144k | $5.7M | 68% | Mar 2026 |
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| Fairvoy Private Wealth | 141k | $5.6M | -53% | Mar 2026 |
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| Provident Wealth Management | 140k | $5.5M | -1% | Mar 2026 |
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| IMG Wealth Management | 140k | $5.5M | -4% | Mar 2026 |
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| Envestnet Portfolio Solutions | 139k | $5.5M | -45% | Mar 2026 |
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| Chris Bulman | 139k | $5.5M | 24% | Mar 2026 |
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| Stratos Wealth Partners | 135k | $5.3M | -40% | Mar 2026 |
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| CX Institutional | 128k | $5.0M | -4% | Mar 2026 |
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| Gerald Baker Financial Group | 123k | $4.9M | 100% | Mar 2026 |
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| JPL Wealth Management | 122k | $4.8M | -2% | Mar 2026 |
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| Golden State Equity Partners | 121k | $4.8M | 112% | Mar 2026 |
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| Meridian Wealth Management | 120k | $4.7M | -2% | Mar 2026 |
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| Kmg Fiduciary Partners | 119k | $4.7M | 5% | Mar 2026 |
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| Dynamic Advisors Solutions | 118k | $4.7M | -3% | Mar 2026 |
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| Gladstone Institutional Advisory | 113k | $4.5M | -5% | Mar 2026 |
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| Brookstone Capital Management | 111k | $4.4M | 19% | Mar 2026 |
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| Main Street Financial Solutions | 111k | $4.2M | 246% | Dec 2025 |
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| Proactive Wealth Strategies | 110k | $4.4M | 98% | Mar 2026 |
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| Fsb Premier Wealth Management | 110k | $4.3M | 2% | Mar 2026 |
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| Kingsview Wealth Management | 110k | $4.3M | 21% | Mar 2026 |
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| Titleist Asset Management | 106k | $4.2M | -9% | Mar 2026 |
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| Global Retirement Partners | 104k | $4.0M | -6% | Dec 2025 |
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| Spectrum Wealth Advisory Group | 102k | $4.0M | -80% | Mar 2026 |
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| Catalyst Investment Management | 101k | $4.3M | -16% | Mar 2026 |
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| AssuredPartners Investment Advisors | 43k | $1.7M | -61% | Mar 2026 |
|
| GPS Wealth Strategies Group | 1.9k | $71k | -99% | Dec 2025 |
|
Who sold out of First Tr Exhcange Traded Fd smid risng etf?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Wealth Enhancement Advisory Services | Dec 2025 | 596k | $24M |
| Jpmorgan Chase & Co | Sep 2025 | 111k | $4.2M |