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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
19.3K+ 10.43% |
$631K - $709K
|
205K
$8.18M
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
19.2KNew |
$628K - $705K
|
19.2K
$769K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
18.5K+ 16.52% |
$604K - $679K
|
130K
$5.22M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
18.5KNew |
$603K - $677K
|
18.5K
$738K
|
|
|
Nov 12, 2024
Q3 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
18.1KNew |
$590K - $663K
|
18.1K
$723K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
18.1K+ 4.2% |
$589K - $662K
|
448K
$17.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
17.6K+ 10.64% |
$574K - $645K
|
183K
$7.31M
|
|
|
Oct 23, 2024
Q3 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
17.4K+ 5.89% |
$568K - $638K
|
313K
$12.5M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
16.8K+ 10.3% |
$548K - $616K
|
180K
$7.19M
|
|
|
Oct 10, 2024
Q3 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
16.8KNew |
$548K - $616K
|
16.8K
$671K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
16.8K+ 60.04% |
$548K - $615K
|
44.7K
$1.79M
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
16.5K+ 27.36% |
$539K - $605K
|
76.8K
$3.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
16.4K+ 27.92% |
$535K - $601K
|
75.1K
$3M
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
16.1K+ 102.73% |
$526K - $592K
|
31.8K
$1.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
16K+ 7804.88% |
$522K - $587K
|
16.2K
$648K
|
|
|
Oct 22, 2024
Q3 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
15.9KNew |
$520K - $584K
|
15.9K
$636K
|
|
|
Nov 01, 2024
Q3 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
15.8K+ 6.86% |
$517K - $581K
|
246K
$9.85M
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
15KNew |
$490K - $550K
|
15K
$600K
|
|
|
Oct 22, 2024
Q3 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
14.9KNew |
$488K - $548K
|
14.9K
$597K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
14.9K+ 37.19% |
$486K - $546K
|
54.9K
$2.19M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
14.3KNew |
$466K - $524K
|
14.3K
$571K
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
14KNew |
$458K - $515K
|
14K
$561K
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
14K+ 193.23% |
$458K - $514K
|
21.3K
$851K
|
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
13.6KNew |
$445K - $500K
|
13.6K
$545K
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
13.5K+ 24.03% |
$440K - $494K
|
69.6K
$2.78M
|
|
|
Oct 18, 2024
Q3 2024
|
Econ Financial Services Corp
|
BUY
|
- |
13.4K+ 121.59% |
$436K - $490K
|
24.4K
$974K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
13.3K+ 7.8% |
$434K - $487K
|
184K
$7.34M
|
|
|
Nov 07, 2024
Q3 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
13.1K+ 57.01% |
$428K - $481K
|
36.1K
$1.44M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
13K+ 14.88% |
$425K - $477K
|
100K
$4.01M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
13K+ 19.11% |
$424K - $476K
|
80.9K
$3.23M
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
12.7KNew |
$415K - $466K
|
12.7K
$508K
|
|
|
Nov 08, 2024
Q3 2024
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
12.5KNew |
$409K - $460K
|
12.5K
$501K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
12.5K+ 54.44% |
$409K - $459K
|
35.5K
$1.42M
|
|
|
Oct 22, 2024
Q3 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
12.5KNew |
$409K - $459K
|
12.5K
$500K
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
11.6K+ 18.66% |
$377K - $424K
|
73.5K
$2.94M
|
|
|
Oct 23, 2024
Q3 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
11.5K+ 18.41% |
$374K - $420K
|
73.7K
$2.95M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
11.2KNew |
$364K - $409K
|
11.2K
$446K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
11.1K+ 23.69% |
$363K - $408K
|
58K
$2.32M
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
11K+ 36.39% |
$359K - $403K
|
41.2K
$1.65M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
10.8KNew |
$354K - $398K
|
10.8K
$434K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.2KNew |
$333K - $374K
|
10.2K
$408K
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
10.2K+ 8.58% |
$333K - $374K
|
129K
$5.16M
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
10.2K+ 20.07% |
$333K - $374K
|
61K
$2.44M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
9.91K+ 2.12% |
$324K - $364K
|
478K
$19.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
9.88KNew |
$323K - $362K
|
9.88K
$395K
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
9.83KNew |
$321K - $361K
|
9.83K
$393K
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
9.78K+ 14.39% |
$319K - $359K
|
77.8K
$3.11M
|
|
|
Nov 07, 2024
Q3 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
9.68K+ 4.53% |
$316K - $355K
|
223K
$8.93M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
9.4K+ 16.19% |
$307K - $345K
|
67.5K
$2.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
9.3K+ 8.35% |
$304K - $341K
|
121K
$4.83M
|