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 | 26M | $1.1B | 5% | Jun 2026 |
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| Morgan Stanley | 19M | $733M | 4% | Mar 2026 |
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| Raymond James Financial | 15M | $664M | 0% | Jun 2026 |
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| Wells Fargo & Company | 13M | $572M | 5% | Jun 2026 |
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| Bank of America Corporation | 9.9M | $429M | 5% | Jun 2026 |
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| Cetera Investment Advisers | 8.3M | $356M | 4% | Jun 2026 |
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| Royal Bank of Canada | 6.8M | $292M | 2% | Jun 2026 |
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| UBS Group | 6.7M | $290M | 7% | Jun 2026 |
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| Capital Investment Advisors | 4.7M | $204M | 3% | Jun 2026 |
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| Harbour Investments | 4.0M | $173M | 5% | Jun 2026 |
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| Stifel Financial | 3.9M | $170M | 0% | Jun 2026 |
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| Commonwealth Equity Services | 3.6M | $157M | 6% | Jun 2026 |
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| Park National Corp | 3.5M | $152M | 2% | Jun 2026 |
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| Envestnet Asset Management | 3.4M | $145M | -7% | Jun 2026 |
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| Advisor Group Holdings | 3.2M | $139M | 15% | Jun 2026 |
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| HighTower Advisors | 3.2M | $137M | 6% | Jun 2026 |
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| Branch Banking & Trust Company | 2.8M | $119M | 4% | Jun 2026 |
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| LVZ Advisors | 2.7M | $117M | 1% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 2.6M | $111M | 3% | Jun 2026 |
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| Cambridge Investment Research Advisors | 2.5M | $107M | -5% | Jun 2026 |
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| Jones Financial Companies, L.L | 1.8M | $79M | 22% | Jun 2026 |
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| William Blair $ Company | 1.8M | $77M | 21% | Jun 2026 |
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| Baird Financial | 1.8M | $76M | 4% | Jun 2026 |
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| Kestra Advisory Services | 1.7M | $73M | 3% | Jun 2026 |
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| Mml Investors Services | 1.7M | $73M | 23% | Jun 2026 |
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| Southern Financial Group | 1.3M | $56M | 0% | Jun 2026 |
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| Private Advisor | 1.3M | $55M | -11% | Jun 2026 |
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| Goss Wealth Management | 1.2M | $52M | 28% | Jun 2026 |
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| Rockefeller Capital Management | 1.2M | $50M | -9% | Jun 2026 |
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| Chas. P. Smith & Associates, PA, CPA's | 1.0M | $41M | 0% | Mar 2026 |
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| Janney Montgomery Scott | 944k | $41M | 4% | Jun 2026 |
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| We Are One Seven | 897k | $39M | 1020% | Jun 2026 |
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| JSF Financial | 886k | $38M | -1% | Jun 2026 |
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| Wealth Enhancement Advisory Services | 871k | $37M | 100% | Jun 2026 |
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| D.A. Davidson & Co. | 850k | $37M | 15% | Jun 2026 |
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| Integrated Wealth Concepts | 838k | $36M | 28% | Jun 2026 |
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| Western Wealth Management | 837k | $36M | -1% | Jun 2026 |
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| Prospera Financial Services | 796k | $34M | -7% | Jun 2026 |
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| G. W. Henssler & Associates | 691k | $30M | 1% | Jun 2026 |
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| Decker Wealth Management | 651k | $28M | 4% | Jun 2026 |
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| Csenge Advisory Group | 650k | $28M | 255% | Jun 2026 |
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| Private Wealth Asset Management | 640k | $28M | 25% | Jun 2026 |
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| First Trust Advisors | 634k | $27M | 18% | Jun 2026 |
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| Blue Chip Partners | 623k | $27M | 3% | Jun 2026 |
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| Sanctuary Advisors | 611k | $26M | 4% | Jun 2026 |
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| Aptus Capital Advisors | 600k | $26M | 4% | Jun 2026 |
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| Trilogy Capital | 584k | $25M | 4% | Jun 2026 |
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| Guardian Wealth Advisors, Llc / Nc | 572k | $25M | 4% | Jun 2026 |
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| Summit Financial | 544k | $24M | 2% | Jun 2026 |
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| Equitable Holdings | 539k | $23M | 0% | Jun 2026 |
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| Colony | 506k | $22M | 4% | Jun 2026 |
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| Wagner Wealth Management | 502k | $22M | 3% | Jun 2026 |
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| Crumly & Associates | 469k | $20M | 8% | Jun 2026 |
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| Sanchez Wealth Management Group | 467k | $20M | 3% | Jun 2026 |
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| Wiley Bros.-aintree Capital | 459k | $20M | 6% | Jun 2026 |
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| CWM | 450k | $18M | 0% | Mar 2026 |
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| Focus Financial Network | 442k | $19M | 6% | Jun 2026 |
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| Advantage Trust | 439k | $19M | -1% | Jun 2026 |
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| Arkadios Wealth Advisors | 435k | $19M | -49% | Jun 2026 |
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| Dagco | 428k | $19M | 4% | Jun 2026 |
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| Independent Financial Group | 419k | $18M | 0% | Jun 2026 |
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| Solano Wealth Investment Advisors | 417k | $18M | -2% | Jun 2026 |
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| Pine Valley Investments Ltd Liability | 405k | $18M | 5% | Jun 2026 |
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| B & T Capital Management DBA Alpha Capital Management | 364k | $16M | 0% | Jun 2026 |
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| Bennett Associates Wealth Management | 355k | $15M | 26% | Jun 2026 |
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| Steward Partners Investment Advisory | 347k | $15M | -33% | Jun 2026 |
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| Precedent Wealth Partners | 334k | $14M | 14% | Jun 2026 |
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| J.w. Cole Advisors | 333k | $14M | 0% | Jun 2026 |
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| Aft, Forsyth & Sober | 330k | $13M | 0% | Jun 2026 |
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| Wealthcare Advisory Partners | 324k | $14M | 2% | Jun 2026 |
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| Sigma Planning | 318k | $14M | 6% | Jun 2026 |
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| Foundations Investment Advisors | 315k | $14M | 7% | Jun 2026 |
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| Procyon Private Wealth Partners | 313k | $14M | 7% | Jun 2026 |
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| Axxcess Wealth Management | 312k | $14M | 5% | Jun 2026 |
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| Gail Mannix | 306k | $13M | 10% | Jun 2026 |
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| SRS Capital Advisors | 300k | $13M | 26% | Jun 2026 |
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| Benjamin Edwards | 299k | $13M | 13% | Jun 2026 |
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| Stratos Wealth Advisors | 295k | $13M | 3% | Jun 2026 |
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| S Harris Financial Group | 295k | $13M | 4% | Jun 2026 |
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| Kestra Private Wealth Services | 289k | $13M | -3% | Jun 2026 |
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| TrueWealth Advisors | 277k | $12M | 4% | Jun 2026 |
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| Us Bancorp | 277k | $12M | 20% | Jun 2026 |
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| Golden State Wealth Management | 271k | $12M | -9% | Jun 2026 |
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| RFG Advisory | 265k | $11M | -12% | Jun 2026 |
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| Mount Yale Investment Advisors | 258k | $11M | -75% | Jun 2026 |
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| Vestmark Advisory Solutions | 253k | $11M | -75% | Jun 2026 |
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| Hobart Private Capital | 252k | $11M | 3% | Jun 2026 |
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| PSI Advisors | 252k | $11M | -3% | Jun 2026 |
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| Atria Investments | 241k | $10M | 0% | Jun 2026 |
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| Oppenheimer & Co | 238k | $10M | 7% | Jun 2026 |
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| MCF Advisors | 225k | $9.7M | 100% | Jun 2026 |
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| Richmond Investment Services | 221k | $9.5M | -47% | Jun 2026 |
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| Great Valley Advisor Group | 220k | $9.5M | 4% | Jun 2026 |
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| Arvest Investments | 220k | $9.5M | 11% | Jun 2026 |
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| LCW Services | 217k | $9.4M | 6% | Jun 2026 |
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| First Heartland Consultants | 217k | $9.4M | 5% | Jun 2026 |
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| Principal Securities | 217k | $9.4M | 9% | Jun 2026 |
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| Nations Financial Group | 214k | $9.2M | -5% | Jun 2026 |
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| Baron Wealth Management | 213k | $9.2M | 14% | Jun 2026 |
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| Pinnacle Wealth Management Advisory | 212k | $9.2M | 10% | Jun 2026 |
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| Certified Advisory Corp | 212k | $9.1M | -2% | Jun 2026 |
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| My Portfolio Guide | 209k | $8.2M | 100% | Mar 2026 |
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| Triumph Capital Management | 207k | $8.1M | -1% | Mar 2026 |
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| Southland Equity Partners | 206k | $8.9M | 0% | Jun 2026 |
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| VestGen Advisors | 205k | $8.8M | 2% | Jun 2026 |
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| Gallagher Fiduciary Advisors | 200k | $8.6M | -1% | Jun 2026 |
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| Capital Investment Counsel | 196k | $8.5M | 0% | Jun 2026 |
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| Creative Planning | 194k | $8.3M | 1948% | Jun 2026 |
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| Daymark Wealth Partners | 193k | $8.3M | -4% | Jun 2026 |
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| Jpmorgan Chase & Co | 191k | $8.2M | 100% | Jun 2026 |
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| Pinnacle Financial Partners | 188k | $8.1M | 2% | Jun 2026 |
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| Bright Financial Advisors | 183k | $7.9M | 1% | Jun 2026 |
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| Uniting Wealth Partners | 181k | $7.8M | -1% | Jun 2026 |
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| Gateway Wealth Partners | 180k | $7.7M | -49% | Jun 2026 |
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| Ameliora Wealth Management | 178k | $7.7M | 1% | Jun 2026 |
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| Stonehaven Wealth & Tax Solutions | 176k | $7.6M | 2% | Jun 2026 |
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| Fairvoy Private Wealth | 176k | $7.6M | 24% | Jun 2026 |
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| Ameriprise Financial | 175k | $7.6M | 325% | Jun 2026 |
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| Qube Research & Technologies | 171k | $7.4M | -16% | Jun 2026 |
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| IHT Wealth Management | 171k | $7.4M | -7% | Jun 2026 |
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| Banco Santander | 170k | $7.4M | 104% | Jun 2026 |
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| Chris Bulman | 170k | $7.3M | 23% | Jun 2026 |
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| KPP Advisory Services | 170k | $7.3M | 1% | Jun 2026 |
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| Rehmann Capital Advisory | 169k | $7.3M | 6% | Jun 2026 |
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| Simplicity Wealth | 169k | $7.3M | 17% | Jun 2026 |
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| Gaddis Premier Wealth Advisors | 163k | $7.1M | 7% | Jun 2026 |
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| PMG Wealth Management | 160k | $6.9M | 128% | Jun 2026 |
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| MAI Wealth Advisors | 159k | $6.9M | -1% | Jun 2026 |
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| Ashton Thomas Private Wealth | 159k | $6.8M | 3% | Jun 2026 |
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| Key Client Fiduciary Advisors | 158k | $6.8M | -2% | Jun 2026 |
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| Stewardship Concepts Financial Services | 158k | $6.8M | 4% | Jun 2026 |
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| Aprio Wealth Management | 157k | $6.8M | -2% | Jun 2026 |
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| Perfromance Wealth Partners | 157k | $6.8M | 100% | Jun 2026 |
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| Bravera Wealth | 157k | $6.8M | 9% | Jun 2026 |
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| Econ Financial Services Corp | 155k | $6.7M | -36% | Jun 2026 |
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| Ameritas Advisory Services | 152k | $6.6M | 353% | Jun 2026 |
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| Concurrent Investment Advisors | 150k | $6.5M | 1% | Jun 2026 |
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| Goldman Sachs Group | 148k | $6.4M | 196% | Jun 2026 |
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| IMG Wealth Management | 145k | $6.3M | 4% | Jun 2026 |
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| Fsb Premier Wealth Management | 145k | $6.3M | 32% | Jun 2026 |
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| Mach-1 Financial Group | 144k | $6.2M | -1% | Jun 2026 |
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| Stratos Wealth Partners | 142k | $6.1M | 5% | Jun 2026 |
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| Provident Wealth Management | 141k | $6.1M | 1% | Jun 2026 |
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| Spectrum Wealth Advisory Group | 139k | $6.0M | 37% | Jun 2026 |
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| Owen LaRue | 139k | $6.0M | -16% | Jun 2026 |
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| Brookstone Capital Management | 136k | $5.9M | 22% | Jun 2026 |
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| Oxford Wealth Group | 134k | $5.8M | 25% | Jun 2026 |
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| Dynamic Advisors Solutions | 132k | $5.7M | 12% | Jun 2026 |
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| CX Institutional | 130k | $5.6M | 2% | Jun 2026 |
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| Gerald Baker Financial Group | 130k | $5.6M | 6% | Jun 2026 |
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| Visionary Wealth Advisors | 130k | $5.6M | -35% | Jun 2026 |
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| Intl Fcstone | 124k | $5.3M | -51% | Jun 2026 |
|
| Mariner Wealth Advisors | 23k | $984k | -89% | Jun 2026 |
|
| Envestnet Portfolio Solutions | 19k | $802k | -87% | Jun 2026 |
|
Who sold out of First Tr Exhcange Traded Fd smid risng etf?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Independent Advisor Alliance | Mar 2026 | 825k | $33M |
| SSI Investment Management | Mar 2026 | 167k | $6.6M |