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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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 |
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LPL Financial | 15M | $513M | 16% | Jun 2024 |
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Morgan Stanley | 13M | $416M | 19% | Jun 2024 |
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Wells Fargo & Company | 9.0M | $300M | 22% | Jun 2024 |
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Bank of America Corporation | 4.9M | $163M | 31% | Jun 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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Royal Bank of Canada | 3.1M | $102M | 7% | Jun 2024 |
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Capital Investment Advisors | 3.0M | $100M | 38705% | Jun 2024 |
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LVZ Advisors | 2.7M | $91M | 1% | Jun 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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Stifel Financial | 2.1M | $71M | 2% | Jun 2024 |
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Envestnet Asset Management | 2.0M | $68M | 14% | Jun 2024 |
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Commonwealth Equity Services | 1.9M | $65M | 9% | Jun 2024 |
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Cambridge Investment Research Advisors | 1.6M | $54M | 15% | Jun 2024 |
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William Blair $ Company | 1.0M | $34M | 6% | Jun 2024 |
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HighTower Advisors | 1.0M | $34M | 54% | Jun 2024 |
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Mml Investors Services | 1.0M | $34M | 21% | Jun 2024 |
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Chas. P. Smith & Associates, PA, CPA's | 972k | $32M | 100% | Jun 2024 |
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Private Advisor | 935k | $31M | 10% | Jun 2024 |
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Kestra Advisory Services | 873k | $29M | 14% | Jun 2024 |
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Northwestern Mutual Wealth Management Company | 800k | $27M | 18% | Jun 2024 |
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Horizon Advisory Services | 782k | $26M | -3% | Jun 2024 |
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Steward Partners Investment Advisory | 618k | $21M | -9% | Jun 2024 |
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Intl Fcstone | 601k | $20M | 242% | Jun 2024 |
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Integrated Wealth Concepts | 553k | $19M | 71% | Jun 2024 |
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Prospera Financial Services | 547k | $18M | -17% | Jun 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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Kestra Private Wealth Services | 492k | $16M | -1% | Jun 2024 |
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Good Life Advisors | 468k | $16M | 1% | Jun 2024 |
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Atria Investments | 430k | $14M | 85% | Jun 2024 |
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Sigma Planning | 416k | $14M | 82% | Jun 2024 |
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D.A. Davidson & Co. | 416k | $14M | 25% | Jun 2024 |
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Advantage Trust | 408k | $14M | 9% | Jun 2024 |
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Pine Valley Investments Ltd Liability | 384k | $13M | -1% | Jun 2024 |
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Sanchez Wealth Management Group | 384k | $13M | 2% | Jun 2024 |
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Western Wealth Management | 365k | $12M | 6% | Jun 2024 |
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Harbour Investments | 346k | $12M | 8% | Jun 2024 |
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Wagner Wealth Management | 346k | $12M | 5% | Jun 2024 |
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GDS Wealth Management | 342k | $11M | 100% | Jun 2024 |
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Rockefeller Capital Management | 341k | $11M | 87% | Jun 2024 |
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Janney Montgomery Scott | 333k | $11M | 23% | Jun 2024 |
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TMD Wealth Management | 328k | $11M | 53% | Jun 2024 |
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Visionary Wealth Advisors | 309k | $10M | 4% | Jun 2024 |
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TrueWealth Advisors | 298k | $9.9M | 23% | Jun 2024 |
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Ergawealth Advisors | 295k | $9.9M | 0% | Jun 2024 |
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Presidio Capital Management | 291k | $9.7M | -3% | Jun 2024 |
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Sanctuary Advisors | 279k | $9.3M | 100% | Jun 2024 |
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Aft, Forsyth & Sober | 250k | $8.4M | 0% | Jun 2024 |
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First Heartland Consultants | 241k | $8.0M | -9% | Jun 2024 |
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Mach-1 Financial Group | 231k | $7.7M | 5% | Jun 2024 |
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TAP Consulting | 221k | $7.4M | 26% | Jun 2024 |
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Hobart Private Capital | 214k | $7.1M | 24% | Jun 2024 |
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Astor Investment Management | 214k | $7.1M | -13% | Jun 2024 |
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Mariner Wealth Advisors | 202k | $6.8M | -6% | Jun 2024 |
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RFG Advisory | 201k | $6.7M | 122% | Jun 2024 |
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Crumly & Associates | 199k | $6.6M | 7% | Jun 2024 |
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Proequities | 189k | $6.3B | -5% | Jun 2024 |
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J.w. Cole Advisors | 185k | $6.2M | 25% | Jun 2024 |
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Gallagher Fiduciary Advisors | 182k | $6.1M | 0% | Jun 2024 |
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Aprio Wealth Management | 182k | $6.1M | 1% | Jun 2024 |
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Wayne Hummer Investments | 180k | $6.0M | 2% | Jun 2024 |
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Benjamin F. Edwards & Company | 177k | $5.9M | -8% | Jun 2024 |
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PSI Advisors | 170k | $5.7M | 19% | Jun 2024 |
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Equitable Holdings | 168k | $5.6M | 17% | Jun 2024 |
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RiverTree Advisors | 167k | $5.6M | -6% | Jun 2024 |
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AIFG Consultants | 166k | $5.5M | -10% | Jun 2024 |
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Arvest Investments | 165k | $5.5M | 1% | Jun 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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Elevated Capital Advisors | 155k | $5.2M | -7% | Jun 2024 |
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Goss Wealth Management | 155k | $5.2M | 46% | Jun 2024 |
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Goldman Sachs Group | 150k | $5.0M | 134% | Jun 2024 |
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N.E.W. Advisory Services | 141k | $4.7M | 12% | Jun 2024 |
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Golden State Equity Partners | 141k | $4.7M | 100% | Jun 2024 |
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Wealthcare Advisory Partners | 138k | $4.6M | 2% | Jun 2024 |
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Jpmorgan Chase & Co | 123k | $4.1M | -14% | Jun 2024 |
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Harwood Advisory | 121k | $4.0M | -6% | Jun 2024 |
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Redhawk Wealth Advisors | 119k | $4.0M | -4% | Jun 2024 |
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Financial Advocates Investment Management | 112k | $3.7M | 4% | Jun 2024 |
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Synovus Financial Corp. | 111k | $3.7M | 6% | 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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Fsb Premier Wealth Management | 106k | $3.5M | -14% | Jun 2024 |
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Naviter Wealth | 106k | $3.5M | 3% | Jun 2024 |
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Concorde Asset Management | 105k | $3.5M | -38% | Jun 2024 |
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Dynamic Advisors Solutions | 100k | $3.6M | 100% | Sep 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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Stratos Wealth Advisors | 87k | $2.9M | -4% | Jun 2024 |
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Strategic Financial Concepts | 82k | $142M | 100% | Jun 2024 |
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Maia Wealth | 82k | $2.9M | 100% | Jun 2024 |
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Signature Securities Group Corporation | 81k | $2.7M | 9% | Jun 2024 |
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Cherry Creek Investment Advisors | 79k | $2.6M | 1% | Jun 2024 |
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EWG Elevate | 79k | $2.9M | 100% | Sep 2024 |
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Custom Index Systems | 78k | $2.6M | -1% | Jun 2024 |
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Spire Wealth Management | 76k | $2.5M | 10434% | Jun 2024 |
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Secured Retirement Advisors | 75k | $2.5M | -1% | Jun 2024 |
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POM Investment Strategies | 74k | $2.5M | -5% | Jun 2024 |
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Brian McDonald | 74k | $2.5M | 12% | Jun 2024 |
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Titleist Asset Management | 73k | $2.4M | 47% | Jun 2024 |
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Secure Asset Management | 71k | $2.4M | 129% | Jun 2024 |
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Arkadios Wealth Advisors | 70k | $2.3M | 3% | Jun 2024 |
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BBK Capital Partners | 70k | $2.3M | 49% | Jun 2024 |
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MAI Wealth Advisors | 69k | $2.3M | 11% | Jun 2024 |
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Concurrent Investment Advisors | 69k | $2.3M | 1% | Jun 2024 |
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National Asset Management | 68k | $2.3M | 252% | Jun 2024 |
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Cozad Asset Management | 68k | $2.3M | 7% | Jun 2024 |
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Gladstone Institutional Advisory | 68k | $2.3M | 23% | Jun 2024 |
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Nations Financial Group | 68k | $2.3M | 301% | Jun 2024 |
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Renaissance Technologies | 67k | $2.2M | 11% | Jun 2024 |
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Kingsview Wealth Management | 67k | $2.2M | 8% | Jun 2024 |
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Foundations Investment Advisors | 66k | $2.2M | -5% | Jun 2024 |
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Apollon Wealth Management | 65k | $2.2M | 10% | Jun 2024 |
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Raymond James Trust | 63k | $2.1M | 2% | Jun 2024 |
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Harvest Investment Services | 63k | $2.1M | -2% | Jun 2024 |
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BlueChip Wealth Advisors | 63k | $2.1M | 8% | Jun 2024 |
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Summit Wealth Partners | 62k | $2.1M | 51% | Jun 2024 |
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Clarity Capital Partners | 60k | $2.0M | 721% | Jun 2024 |
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Envestnet Portfolio Solutions | 60k | $2.0M | 11% | Jun 2024 |
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Ameritas Advisory Services | 60k | $2.0M | 138% | Jun 2024 |
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Altus Wealth Group | 60k | $2.0M | -2% | Jun 2024 |
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IFG Advisory | 59k | $2.0M | 12% | Jun 2024 |
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Atlas Wealth | 59k | $1.9B | 21% | Jun 2024 |
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Us Bancorp | 59k | $2.0M | -16% | Jun 2024 |
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DHK Financial Advisors | 58k | $1.9M | 0% | Jun 2024 |
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Continuum Advisory | 58k | $1.9M | 13% | Jun 2024 |
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Team Financial Group | 58k | $1.9M | 142% | Jun 2024 |
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Wedbush Morgan Securities | 58k | $1.9M | 22% | Jun 2024 |
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Capital Investment Advisory Services | 57k | $1.9M | -37% | Jun 2024 |
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Cedrus | 56k | $1.9M | -27% | Jun 2024 |
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Meitav Dash Investments | 56k | $1.9M | 0% | Jun 2024 |
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First Hawaiian Bank | 55k | $2.0M | 100% | Sep 2024 |
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San Luis Wealth Advisors | 55k | $1.8M | -3% | Jun 2024 |
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Central Pacific Bank - Trust Division | 54k | $2.0M | 100% | Sep 2024 |
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IFP Advisors | 52k | $1.7M | -4% | Jun 2024 |
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Rehmann Capital Advisory | 52k | $1.7M | 100% | Jun 2024 |
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Southland Equity Partners | 51k | $1.7M | 300% | Jun 2024 |
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Moors & Cabot | 51k | $1.7M | 4% | Jun 2024 |
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Purus Wealth Management | 49k | $1.6M | 0% | Jun 2024 |
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Hilltop Holdings | 48k | $1.6M | -24% | Jun 2024 |
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Bright Financial Advisors | 47k | $1.6M | 66% | Jun 2024 |
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PCG Wealth Advisors | 47k | $1.6M | 9% | Jun 2024 |
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Principal Securities | 47k | $1.6M | 46% | Jun 2024 |
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Keel Point | 46k | $1.6M | 100% | Jun 2024 |
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Mutual Advisors | 46k | $1.7M | -3% | Jun 2024 |
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AE Wealth Management | 45k | $1.5M | 9% | Jun 2024 |
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Legacy Capital Group California | 45k | $1.5M | -2% | Jun 2024 |
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SignalPoint Asset Management | 32k | $1.1M | -63% | Jun 2024 |
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ICA Group Wealth Management | 22k | $731k | -77% | Jun 2024 |
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Leo Wealth | 20k | $674k | -66% | Jun 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 |
---|---|---|---|
Global Assets Advisory | Mar 2024 | 550k | $16M |
Jane Street | Mar 2024 | 360k | $13M |
D. E. Shaw & Co | Mar 2024 | 100k | $3.5M |
Summit Investment Advisory Services | Mar 2024 | 56k | $1.9M |