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 | 13M | $462M | 100% | Mar 2024 |
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Morgan Stanley | 11M | $364M | 100% | Mar 2024 |
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Wells Fargo & Company | 7.4M | $256M | 64% | Mar 2024 |
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UBS Group | 3.8M | $134M | 125% | Mar 2024 |
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Bank of America Corporation | 3.7M | $130M | 115% | Mar 2024 |
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Raymond James & Associates | 3.6M | $119M | 8% | Jun 2024 |
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Raymond James Financial Services Advisors | 3.3M | $109M | 34% | Jun 2024 |
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Capital Investment Advisors | 3.0M | $100M | 38705% | Jun 2024 |
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Royal Bank of Canada | 2.9M | $100M | 59% | Mar 2024 |
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LVZ Advisors | 2.7M | $91M | 1% | Jun 2024 |
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Branch Banking & Trust Company | 2.5M | $86M | 17% | Mar 2024 |
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Stifel Financial | 2.1M | $73M | 33% | Mar 2024 |
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Cetera Investment Advisers | 1.8M | $64M | 100% | Mar 2024 |
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Commonwealth Equity Services | 1.8M | $62M | 63% | Mar 2024 |
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Envestnet Asset Management | 1.8M | $62M | 100% | Mar 2024 |
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Advisor Group Holdings | 1.8M | $62M | 8% | Mar 2024 |
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Cambridge Investment Research Advisors | 1.4M | $49M | 25% | Mar 2024 |
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William Blair $ Company | 967k | $34M | 33% | Mar 2024 |
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Private Advisor | 850k | $30M | 22% | Mar 2024 |
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Mml Investors Services | 836k | $29M | 98% | Mar 2024 |
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Horizon Advisory Services | 810k | $28M | 100% | Mar 2024 |
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Kestra Advisory Services | 764k | $27M | 49% | Mar 2024 |
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Baird Financial | 715k | $25M | -15% | Mar 2024 |
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Steward Partners Investment Advisory | 681k | $24M | 49% | Mar 2024 |
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Northwestern Mutual Wealth Management Company | 677k | $24M | 100% | Mar 2024 |
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HighTower Advisors | 664k | $23M | 74% | Mar 2024 |
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Park National Corp | 646k | $22M | 100% | Jun 2024 |
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Global Assets Advisory | 550k | $16M | 3360% | Mar 2024 |
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Wealth Enhancement Advisory Services | 534k | $18M | 3% | Jun 2024 |
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Kestra Private Wealth Services | 498k | $17M | 99% | Mar 2024 |
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Good Life Advisors | 468k | $16M | 1% | Jun 2024 |
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Pine Valley Investments Ltd Liability | 387k | $14M | 6% | Mar 2024 |
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Sanchez Wealth Management Group | 384k | $13M | 2% | Jun 2024 |
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Advantage Trust | 374k | $13M | 0% | Mar 2024 |
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Western Wealth Management | 365k | $12M | 6% | Jun 2024 |
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Jane Street | 360k | $13M | -24% | Mar 2024 |
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Wagner Wealth Management | 346k | $12M | 5% | Jun 2024 |
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H D Vest Advisory Services | 345k | $12M | 237% | Mar 2024 |
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D.A. Davidson & Co. | 333k | $12M | 34% | Mar 2024 |
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Janney Montgomery Scott | 333k | $11M | 23% | Jun 2024 |
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Integrated Wealth Concepts | 324k | $11M | 100% | Mar 2024 |
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Harbour Investments | 321k | $11M | 69% | Mar 2024 |
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Presidio Capital Management | 299k | $10M | 100% | Mar 2024 |
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TrueWealth Advisors | 298k | $9.9M | 23% | Jun 2024 |
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Visionary Wealth Advisors | 297k | $10M | 126% | Mar 2024 |
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Ergawealth Advisors | 295k | $9.9M | 0% | Jun 2024 |
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Aft, Forsyth & Sober | 250k | $8.7M | 100% | Mar 2024 |
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Astor Investment Management | 247k | $8.6M | 100% | Mar 2024 |
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First Heartland Consultants | 241k | $8.0M | -9% | Jun 2024 |
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Atria Investments | 233k | $8.1M | 100% | Mar 2024 |
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Sigma Planning | 229k | $8.0M | 496% | Mar 2024 |
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Mach-1 Financial Group | 219k | $7.6M | 70% | Mar 2024 |
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Mariner Wealth Advisors | 216k | $7.5M | 9% | Mar 2024 |
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TMD Wealth Management | 214k | $7.5M | 100% | Mar 2024 |
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RFG Advisory | 201k | $6.7M | 122% | Jun 2024 |
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Per Stirling Capital Management | 195k | $6.8M | -3% | Mar 2024 |
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Benjamin F. Edwards & Company | 191k | $6.7M | 52% | Mar 2024 |
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Proequities | 189k | $6.3B | -5% | Jun 2024 |
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Crumly & Associates | 186k | $6.5M | 764% | Mar 2024 |
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AIFG Consultants | 185k | $6.4M | 6% | Mar 2024 |
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Rockefeller Capital Management | 183k | $6.4M | 110% | Mar 2024 |
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Aprio Wealth Management | 182k | $6.1M | 1% | Jun 2024 |
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Gallagher Fiduciary Advisors | 182k | $6.3M | 20% | Mar 2024 |
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Wayne Hummer Investments | 176k | $6.1M | 15% | Mar 2024 |
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Intl Fcstone | 176k | $6.1M | 29% | Mar 2024 |
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TAP Consulting | 175k | $6.1M | 22% | Mar 2024 |
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IHT Wealth Management | 172k | $6.0M | 13% | Mar 2024 |
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Hobart Private Capital | 172k | $6.0M | 21% | Mar 2024 |
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PSI Advisors | 170k | $5.7M | 19% | Jun 2024 |
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Concorde Asset Management | 170k | $5.9M | 100% | Mar 2024 |
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RiverTree Advisors | 167k | $5.6M | -6% | Jun 2024 |
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Elevated Capital Advisors | 167k | $5.8M | 791% | Mar 2024 |
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Arvest Investments | 164k | $5.7M | -4% | Mar 2024 |
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FTB Advisors | 163k | $5.4M | 100% | Jun 2024 |
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Stratos Wealth Partners | 162k | $5.4M | 12% | Jun 2024 |
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J.w. Cole Advisors | 148k | $5.2M | 17% | Mar 2024 |
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Equitable Holdings | 144k | $5.0M | 43% | Mar 2024 |
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Jpmorgan Chase & Co | 143k | $5.0M | 7% | Mar 2024 |
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Wealthcare Advisory Partners | 136k | $4.7M | -5% | Mar 2024 |
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Harwood Advisory | 128k | $4.5M | 100% | Mar 2024 |
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N.E.W. Advisory Services | 126k | $4.4M | 955% | Mar 2024 |
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Fsb Premier Wealth Management | 124k | $4.3M | -11% | Mar 2024 |
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Redhawk Wealth Advisors | 119k | $4.0M | -4% | Jun 2024 |
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Owen LaRue | 110k | $3.7M | 7% | Jun 2024 |
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GPS Wealth Strategies Group | 109k | $3.6M | 6% | Jun 2024 |
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World Equity Group | 109k | $3.6M | 0% | Jun 2024 |
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Financial Advocates Investment Management | 108k | $3.7M | 10% | Mar 2024 |
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Goss Wealth Management | 106k | $3.7M | 100% | Mar 2024 |
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Synovus Financial Corp. | 106k | $3.7M | 13% | Mar 2024 |
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Naviter Wealth | 103k | $3.6M | -16% | Mar 2024 |
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D. E. Shaw & Co | 100k | $3.5M | 761% | Mar 2024 |
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ICA Group Wealth Management | 97k | $3.4M | 1366% | Mar 2024 |
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Atria Wealth Solutions | 95k | $3.2M | 12% | Jun 2024 |
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CX Institutional | 94k | $3.1M | -3% | Jun 2024 |
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Capital Investment Advisory Services | 91k | $3.2M | 96% | Mar 2024 |
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Stratos Wealth Advisors | 87k | $2.9M | -4% | Jun 2024 |
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Maia Wealth | 82k | $2.9M | 100% | Jun 2024 |
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Cherry Creek Investment Advisors | 79k | $2.6M | 1% | Jun 2024 |
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Custom Index Systems | 79k | $2.7M | 48% | Mar 2024 |
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Secured Retirement Advisors | 76k | $2.7M | 1% | Mar 2024 |
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Signature Securities Group Corporation | 74k | $2.6M | 20% | Mar 2024 |
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POM Investment Strategies | 74k | $2.5M | -5% | Jun 2024 |
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Secure Asset Management | 71k | $2.4M | 129% | Jun 2024 |
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Us Bancorp | 70k | $2.4M | -15% | Mar 2024 |
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Foundations Investment Advisors | 69k | $2.4M | 126% | Mar 2024 |
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Arkadios Wealth Advisors | 69k | $2.4M | 30% | Mar 2024 |
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Concurrent Investment Advisors | 69k | $2.4M | 3% | Mar 2024 |
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Brian McDonald | 66k | $2.3M | 100% | Mar 2024 |
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Oppenheimer & Co | 65k | $2.3M | 100% | Mar 2024 |
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Apollon Wealth Management | 65k | $2.2M | 10% | Jun 2024 |
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Harvest Investment Services | 64k | $2.2M | 32% | Mar 2024 |
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Goldman Sachs Group | 64k | $2.2M | -14% | Mar 2024 |
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Cozad Asset Management | 64k | $2.2M | 2% | Mar 2024 |
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Hilltop Holdings | 63k | $2.2M | -12% | Mar 2024 |
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Raymond James Trust | 63k | $2.1M | 2% | Jun 2024 |
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MAI Wealth Advisors | 63k | $2.2M | 138% | Mar 2024 |
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Kingsview Wealth Management | 62k | $2.1M | 1% | Mar 2024 |
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Altus Wealth Group | 61k | $2.1M | 121% | Mar 2024 |
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Renaissance Technologies | 60k | $2.1M | -5% | Mar 2024 |
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Envestnet Portfolio Solutions | 60k | $2.0M | 11% | Jun 2024 |
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Trueblood Wealth Management | 60k | $2.1M | 7% | Mar 2024 |
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BlueChip Wealth Advisors | 59k | $2.0M | 8% | Mar 2024 |
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DHK Financial Advisors | 58k | $2.0M | 35% | Mar 2024 |
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Continuum Advisory | 58k | $1.9M | 13% | Jun 2024 |
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Cedrus | 56k | $1.9M | -27% | Jun 2024 |
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Meitav Dash Investments | 56k | $1.9M | 0% | Mar 2024 |
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Gladstone Institutional Advisory | 55k | $1.9M | -4% | Mar 2024 |
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San Luis Wealth Advisors | 55k | $1.8M | -3% | Jun 2024 |
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IFG Advisory | 52k | $1.8M | 2% | Mar 2024 |
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Southland Equity Partners | 51k | $1.7M | 300% | Jun 2024 |
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Titleist Asset Management | 50k | $1.7M | 15% | Mar 2024 |
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Moors & Cabot | 49k | $1.7M | 131% | Mar 2024 |
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Purus Wealth Management | 49k | $1.7M | -1% | Mar 2024 |
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Atlas Wealth | 49k | $1.7M | 25% | Mar 2024 |
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Wedbush Morgan Securities | 47k | $1.6M | 430% | Mar 2024 |
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Mutual Advisors | 47k | $1.6M | 383% | Mar 2024 |
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PCG Wealth Advisors | 47k | $1.6M | 9% | Jun 2024 |
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BBK Capital Partners | 47k | $1.6M | 100% | Mar 2024 |
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Legacy Capital Group California | 45k | $1.5M | -2% | Jun 2024 |
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Root Financial Partners | 45k | $1.6M | 0% | Mar 2024 |
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Silver Oak Securities | 44k | $1.5M | 8% | Jun 2024 |
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Y-Intercept | 44k | $1.5M | 100% | Mar 2024 |
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Centaurus Financial | 44k | $1.5M | 100% | Mar 2024 |
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Ashton Thomas Private Wealth | 43k | $1.5M | 108% | Mar 2024 |
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MinichMacGregor Wealth Management | 42k | $1.4M | 0% | Jun 2024 |
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Main Street Financial Solutions | 42k | $1.5M | 190% | Mar 2024 |
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Laidlaw Wealth Management | 42k | $1.5M | 88% | Mar 2024 |
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Koshinski Asset Management | 42k | $1.4M | 4% | Jun 2024 |
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AE Wealth Management | 41k | $1.4M | -90% | Mar 2024 |
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Marshall Financial Group | 39k | $1.3M | 7% | Jun 2024 |
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SignalPoint Asset Management | 32k | $1.1M | -63% | Jun 2024 |
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Leo Wealth | 20k | $674k | -66% | Jun 2024 |
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Chiron Capital Management | 7.5k | $263k | -83% | Mar 2024 |
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Spire Wealth Management | 724.00 | $25k | -99% | Mar 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 |
---|---|---|---|
Summit Investment Advisory Services | Mar 2024 | 56k | $1.9M |