Purchases and Sales Made in Q3 2024 in First Tr ETF Vi Smid Cap Risin (SDVY)
This table provides information about the institutional ownership of First Tr ETF Vi Smid Cap Risin (SDVY) during Q3 2024. The information is specifically focused on institutions that hold shares of FIRST TR ETF VI SMID CAP RISIN.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.63M+ 17.12% |
$85.8M - $96.4M
|
18M
$719M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.5M+ 20.04% |
$81.5M - $91.6M
|
15M
$598M
|
|
|
Oct 01, 2024
Q3 2024
|
Park National Corp
|
BUY
|
- |
1.89M+ 292.04% |
$61.6M - $69.2M
|
2.53M
$101M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.57M+ 17.49% |
$51.3M - $57.7M
|
10.6M
$422M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
1.36M+ 29.17% |
$44.4M - $49.9M
|
6.02M
$241M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.29M+ 42.14% |
$42.2M - $47.4M
|
4.36M
$174M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
964K+ 29.51% |
$31.5M - $35.4M
|
4.23M
$169M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
876K+ 17.89% |
$28.6M - $32.1M
|
5.77M
$231M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
701K+ 28.93% |
$22.9M - $25.7M
|
3.12M
$125M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
669K+ 18.77% |
$21.8M - $24.6M
|
4.23M
$169M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
523K+ 25.85% |
$17.1M - $19.2M
|
2.54M
$102M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
393KNew |
$12.8M - $14.4M
|
393K
$15.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
348K+ 16.27% |
$11.4M - $12.8M
|
2.49M
$99.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
341KNew |
$11.1M - $12.5M
|
341K
$13.6M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
319K+ 31.3% |
$10.4M - $11.7M
|
1.34M
$53.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
300K+ 37.27% |
$9.79M - $11M
|
1.1M
$44.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
288K+ 46.57% |
$9.39M - $10.6M
|
906K
$36.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
235K+ 7.81% |
$7.67M - $8.62M
|
3.24M
$130M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
229K+ 11.77% |
$7.49M - $8.42M
|
2.18M
$87.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Dagco, Inc.
|
BUY
|
- |
218KNew |
$7.13M - $8.01M
|
218K
$8.73M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
217K+ 139.81% |
$7.07M - $7.95M
|
372K
$14.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
212KNew |
$6.91M - $7.76M
|
212K
$8.46M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
202K+ 12.59% |
$6.61M - $7.43M
|
1.81M
$72.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
178K+ 19026.28% |
$5.81M - $6.53M
|
179K
$7.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
172KNew |
$5.63M - $6.33M
|
172K
$6.89M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
165K+ 45.12% |
$5.38M - $6.05M
|
530K
$21.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
164K+ 20.51% |
$5.36M - $6.02M
|
964K
$38.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
159KNew |
$5.19M - $5.83M
|
159K
$6.35M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
158K+ 8.18% |
$5.16M - $5.8M
|
2.09M
$83.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
153K+ 44.29% |
$5M - $5.62M
|
499K
$20M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
153K+ 45.95% |
$4.99M - $5.61M
|
486K
$19.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
142K+ 70.38% |
$4.65M - $5.22M
|
345K
$13.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
142K+ 279.2% |
$4.64M - $5.21M
|
193K
$7.72M
|
|
|
Oct 09, 2024
Q3 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
126K+ 229.45% |
$4.1M - $4.61M
|
180K
$7.21M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
121K+ 11.96% |
$3.94M - $4.43M
|
1.13M
$45.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
117KNew |
$3.82M - $4.3M
|
117K
$4.68M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
115K+ 20.96% |
$3.74M - $4.21M
|
662K
$26.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
110K+ 166.21% |
$3.59M - $4.03M
|
176K
$7.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
107KNew |
$3.51M - $3.94M
|
107K
$4.3M
|
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
100KNew |
$3.27M - $3.67M
|
100K
$4M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
99.9KNew |
$3.26M - $3.66M
|
99.9K
$3.99M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
99.4K+ 10.64% |
$3.25M - $3.65M
|
1.03M
$41.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
92.6K+ 10.6% |
$3.02M - $3.4M
|
966K
$38.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
85.5K+ 50.98% |
$2.79M - $3.14M
|
253K
$10.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
81.2KNew |
$2.65M - $2.98M
|
81.2K
$3.25M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
80K+ 33.22% |
$2.61M - $2.93M
|
321K
$12.8M
|
|
|
Oct 07, 2024
Q3 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
79.2KNew |
$2.59M - $2.91M
|
79.2K
$3.17M
|
|
|
Nov 04, 2024
Q3 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
75.9KNew |
$2.48M - $2.79M
|
75.9K
$3.04M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
73.8K+ 125.48% |
$2.41M - $2.71M
|
133K
$5.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
72.5K+ 21.23% |
$2.37M - $2.66M
|
414K
$16.5M
|