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 | 23M | $783M | 7% | Mar 2025 |
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| Morgan Stanley | 19M | $672M | 100% | Dec 2024 |
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| Wells Fargo & Company | 13M | $443M | 4% | Mar 2025 |
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| Raymond James Financial | 13M | $419M | 17% | Mar 2025 |
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| Bank of America Corporation | 7.1M | $255M | 23% | Dec 2024 |
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| UBS Group | 6.7M | $226M | 2% | Mar 2025 |
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| Royal Bank of Canada | 5.9M | $198M | 5% | Mar 2025 |
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| Capital Investment Advisors | 3.7M | $125M | 6% | Mar 2025 |
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| Cetera Investment Advisers | 3.4M | $124M | 10% | Dec 2024 |
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| Envestnet Asset Management | 3.1M | $105M | 5% | Mar 2025 |
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| Park National Corp | 3.1M | $104M | 10% | Mar 2025 |
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| Branch Banking & Trust Company | 2.8M | $94M | 6% | Mar 2025 |
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| Stifel Financial | 2.8M | $99M | 12% | Dec 2024 |
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| Commonwealth Equity Services | 2.7M | $97M | 29% | Dec 2024 |
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| LVZ Advisors | 2.7M | $89M | -2% | Mar 2025 |
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| Advisor Group Holdings | 2.5M | $83M | 2% | Mar 2025 |
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| HighTower Advisors | 2.4M | $86M | 79% | Dec 2024 |
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| Cambridge Investment Research Advisors | 2.3M | $76M | 6% | Mar 2025 |
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| Private Advisor | 1.6M | $53M | 3% | Mar 2025 |
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| Mml Investors Services | 1.4M | $51M | 25% | Dec 2024 |
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| William Blair $ Company | 1.3M | $43M | 2% | Mar 2025 |
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| Baird Financial | 1.3M | $46M | 15% | Dec 2024 |
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| Steward Partners Investment Advisory | 1.1M | $39M | 19% | Dec 2024 |
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| Northwestern Mutual Wealth Management Company | 1.1M | $39M | 12% | Dec 2024 |
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| Kestra Advisory Services | 1.1M | $38M | 10% | Dec 2024 |
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| Chas. P. Smith & Associates, PA, CPA's | 1.0M | $34M | 3% | Mar 2025 |
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| Janney Montgomery Scott | 764k | $26M | 7% | Mar 2025 |
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| H D Vest Advisory Services | 724k | $26M | 25% | Dec 2024 |
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| Prospera Financial Services | 714k | $26M | 8% | Dec 2024 |
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| First Trust Advisors | 693k | $23M | -9% | Mar 2025 |
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| Integrated Wealth Concepts | 691k | $25M | 24% | Dec 2024 |
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| Intl Fcstone | 686k | $25M | 2% | Dec 2024 |
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| Goss Wealth Management | 674k | $24M | 81% | Dec 2024 |
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| Csenge Advisory Group | 657k | $21M | 188% | Mar 2025 |
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| D.A. Davidson & Co. | 655k | $22M | 19% | Mar 2025 |
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| Western Wealth Management | 646k | $22M | 7% | Mar 2025 |
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| Wealth Enhancement Advisory Services | 641k | $22M | 0% | Mar 2025 |
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| Good Life Advisors | 599k | $20M | 6% | Mar 2025 |
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| Sage Private Wealth Group | 585k | $20M | 2% | Mar 2025 |
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| Sigma Planning | 557k | $19M | 7% | Mar 2025 |
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| Kovitz Investment Group Partners | 509k | $17M | 49% | Mar 2025 |
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| Advance Capital Management | 503k | $17M | 2% | Mar 2025 |
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| Harbour Investments | 495k | $17M | -18% | Mar 2025 |
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| Jones Financial Companies, L.L | 475k | $16M | 91% | Mar 2025 |
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| Atria Investments | 473k | $17M | 5% | Dec 2024 |
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| Sanctuary Advisors | 465k | $18M | 18% | Dec 2024 |
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| Wagner Wealth Management | 438k | $15M | 12% | Mar 2025 |
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| Rockefeller Capital Management | 424k | $15M | 2% | Dec 2024 |
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| N.E.W. Advisory Services | 423k | $14M | 109% | Mar 2025 |
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| Advantage Trust | 411k | $14M | -2% | Mar 2025 |
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| Mariner Wealth Advisors | 411k | $14M | 10% | Mar 2025 |
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| Aptus Capital Advisors | 407k | $14M | 8% | Mar 2025 |
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| Solano Wealth Investment Advisors | 405k | $14M | 15% | Mar 2025 |
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| Pine Valley Investments Ltd Liability | 390k | $14M | 1% | Dec 2024 |
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| Blue Chip Partners | 383k | $14M | 100% | Dec 2024 |
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| Daymark Wealth Partners | 378k | $13M | -6% | Mar 2025 |
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| Guardian Wealth Advisors, Llc / Nc | 375k | $13M | 10% | Mar 2025 |
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| Sanchez Wealth Management Group | 375k | $13M | 6% | Mar 2025 |
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| Focus Financial Network | 372k | $13M | 119% | Mar 2025 |
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| B & T Capital Management DBA Alpha Capital Management | 342k | $12M | 9% | Mar 2025 |
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| RFG Advisory | 341k | $11M | 23% | Mar 2025 |
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| Equitable Holdings | 337k | $12M | 33% | Dec 2024 |
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| Visionary Wealth Advisors | 331k | $12M | -10% | Dec 2024 |
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| FTB Advisors | 306k | $10M | 11% | Mar 2025 |
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| Kestra Private Wealth Services | 300k | $10M | -7% | Mar 2025 |
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| Ergawealth Advisors | 298k | $10M | -1% | Mar 2025 |
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| Golden State Wealth Management | 295k | $9.9M | 18% | Mar 2025 |
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| J.w. Cole Advisors | 290k | $9.7M | 63% | Mar 2025 |
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| First Heartland Consultants | 286k | $9.6M | -6% | Mar 2025 |
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| Dagco | 285k | $10M | 31% | Dec 2024 |
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| Atria Wealth Solutions | 285k | $9.5M | 43% | Mar 2025 |
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| Lifestyle Asset Management | 279k | $9.4M | 88% | Mar 2025 |
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| CWM | 277k | $9.3M | 444% | Mar 2025 |
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| Crumly & Associates | 277k | $9.3M | 18% | Mar 2025 |
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| Richmond Investment Services | 276k | $9.2M | 30% | Mar 2025 |
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| TrueWealth Advisors | 262k | $8.8M | 4% | Mar 2025 |
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| Wealthcare Advisory Partners | 261k | $8.7M | 35% | Mar 2025 |
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| IHT Wealth Management | 259k | $9.3M | 9% | Dec 2024 |
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| Benjamin Edwards | 251k | $8.4M | 27% | Mar 2025 |
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| Arkadios Wealth Advisors | 241k | $8.1M | 36% | Mar 2025 |
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| Stratos Wealth Partners | 233k | $7.8M | 31% | Mar 2025 |
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| TAP Consulting | 228k | $8.2M | 0% | Dec 2024 |
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| Per Stirling Capital Management | 217k | $7.3M | 85% | Mar 2025 |
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| Breakthru Advisory Services | 217k | $7.3M | -2% | Mar 2025 |
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| Stratos Wealth Advisors | 216k | $7.2M | 528% | Mar 2025 |
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| Triumph Capital Management | 215k | $7.2M | 1% | Mar 2025 |
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| Fairvoy Private Wealth | 213k | $7.1M | 250% | Mar 2025 |
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| Capital Investment Counsel | 209k | $7.0M | -1% | Mar 2025 |
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| Arvest Investments | 209k | $7.0M | 12% | Mar 2025 |
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| PSI Advisors | 209k | $7.0M | 6% | Mar 2025 |
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| Southland Equity Partners | 207k | $6.9M | 6% | Mar 2025 |
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| Certified Advisory Corp | 201k | $6.7M | 6% | Mar 2025 |
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| Aprio Wealth Management | 201k | $7.2M | 9% | Dec 2024 |
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| Precedent Wealth Partners | 200k | $6.7M | 69% | Mar 2025 |
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| Gallagher Fiduciary Advisors | 194k | $7.0M | 4% | Dec 2024 |
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| Proequities | 192k | $7.3B | 7% | Dec 2024 |
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| LFA - Lugano Financial Advisors SA | 191k | $6.4M | 1% | Mar 2025 |
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| GDS Wealth Management | 190k | $6.4M | -53% | Mar 2025 |
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| Hobart Private Capital | 188k | $6.3M | 0% | Mar 2025 |
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| Foundations Investment Advisors | 185k | $6.2M | 0% | Mar 2025 |
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| San Luis Wealth Advisors | 183k | $6.1M | -8% | Mar 2025 |
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| SSI Investment Management | 177k | $5.9M | -4% | Mar 2025 |
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| Oppenheimer & Co | 169k | $5.7M | 7% | Mar 2025 |
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| Stonehaven Wealth & Tax Solutions | 165k | $5.5M | 52% | Mar 2025 |
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| Nations Financial Group | 164k | $5.9M | 103% | Dec 2024 |
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| Financial Advocates Investment Management | 158k | $5.3M | -6% | Mar 2025 |
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| Citadel Advisors | 157k | $5.3M | 109% | Mar 2025 |
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| Us Bancorp | 148k | $4.9M | 23% | Mar 2025 |
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| Redhawk Wealth Advisors | 146k | $4.9M | -3% | Mar 2025 |
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| IFG Advisory | 143k | $4.8M | -1% | Mar 2025 |
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| Naviter Wealth | 142k | $4.8M | 8% | Mar 2025 |
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| Gladstone Institutional Advisory | 142k | $5.1M | 9% | Dec 2024 |
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| Synovus Financial Corp. | 138k | $4.6M | 0% | Mar 2025 |
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| Provident Wealth Management | 138k | $4.6M | 5% | Mar 2025 |
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| World Equity Group | 135k | $4.5M | 11% | Mar 2025 |
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| Key Client Fiduciary Advisors | 134k | $4.5M | 453% | Mar 2025 |
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| Apollon Wealth Management | 133k | $4.5M | 6% | Mar 2025 |
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| JPL Wealth Management | 132k | $4.4M | 3% | Mar 2025 |
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| Owen LaRue | 130k | $4.4M | -4% | Mar 2025 |
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| Golden State Equity Partners | 129k | $4.3M | 25% | Mar 2025 |
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| Gail Mannix | 127k | $4.3M | 404% | Mar 2025 |
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| GPS Wealth Strategies Group | 127k | $4.2M | 13% | Mar 2025 |
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| Bright Financial Advisors | 125k | $4.2M | 11% | Mar 2025 |
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| Jpmorgan Chase & Co | 125k | $4.2M | 6% | Mar 2025 |
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| WCG Wealth Advisors | 124k | $4.1M | 776% | Mar 2025 |
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| Maia Wealth | 118k | $3.7M | -8% | Mar 2025 |
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| Fsb Premier Wealth Management | 116k | $3.9M | 5% | Mar 2025 |
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| Meridian Wealth Management | 114k | $3.8M | 63% | Mar 2025 |
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| Dynamic Advisors Solutions | 112k | $3.7M | 2% | Mar 2025 |
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| AssuredPartners Investment Advisors | 112k | $3.7M | 100% | Mar 2025 |
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| SRS Capital Advisors | 111k | $4.0M | 100% | Dec 2024 |
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| Kingsview Wealth Management | 111k | $3.7M | 43% | Mar 2025 |
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| CX Institutional | 108k | $3.6M | 5% | Mar 2025 |
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| Rehmann Capital Advisory | 108k | $3.6M | 29% | Mar 2025 |
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| Gateway Wealth Partners | 107k | $3.6M | 621% | Mar 2025 |
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| Envestnet Portfolio Solutions | 106k | $3.6M | 71% | Mar 2025 |
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| IMG Wealth Management | 106k | $3.6M | 3% | Mar 2025 |
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| Priebe Wealth Holdings | 105k | $3.5M | 100% | Mar 2025 |
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| Kmg Fiduciary Partners | 103k | $3.4M | 20% | Mar 2025 |
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| Wedbush Morgan Securities | 103k | $3.4M | 3% | Mar 2025 |
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| RiverTree Advisors | 103k | $3.4M | -35% | Mar 2025 |
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| Econ Financial Services Corp | 102k | $3.4M | 421% | Mar 2025 |
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| Elios Financial Group | 102k | $3.4M | 100% | Mar 2025 |
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| Creative Financial Designs | 100k | $3.3M | 48% | Mar 2025 |
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| Brian McDonald | 99k | $3.3M | 9% | Mar 2025 |
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| Prostatis Group | 96k | $3.2M | -13% | Mar 2025 |
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| Ashton Thomas Private Wealth | 94k | $3.1M | 61% | Mar 2025 |
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| Stephens | 94k | $3.1M | 5% | Mar 2025 |
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| AIFG Consultants | 93k | $3.1M | -4% | Mar 2025 |
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| Signature Securities Group Corporation | 93k | $3.1M | 0% | Mar 2025 |
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| Secure Asset Management | 53k | $1.8M | -68% | Mar 2025 |
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| Mach-1 Financial Group | 24k | $856k | -90% | Dec 2024 |
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| CIBC World Markets | 9.0k | $301k | -96% | Mar 2025 |
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| Presidio Capital Management | 7.4k | $249k | -97% | Mar 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 |
|---|---|---|---|
| Independent Advisor Alliance | Dec 2024 | 1.4M | $51M |
| Ferguson Shapiro | Dec 2024 | 310k | $11M |
| Beaumont Financial Advisors | Dec 2024 | 205k | $7.3M |
| Astor Investment Management | Dec 2024 | 182k | $6.5M |