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 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-59- 23.05% |
$1.93K - $2.16K
|
197
$7.88K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-98- 13.76% |
$3.2K - $3.6K
|
614
$24.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-118- 20.63% |
$3.85K - $4.33K
|
454
$18.2K
|
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-172- 0.93% |
$5.62K - $6.31K
|
18.4K
$734K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-236- 23.48% |
$7.71K - $8.66K
|
769
$30.7K
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence LLC
|
SELL
|
- |
-301- 0.97% |
$9.83K - $11K
|
30.7K
$1.23M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-348- 5.33% |
$11.4K - $12.8K
|
6.18K
$247K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-398- 0.88% |
$13K - $14.6K
|
44.7K
$1.79M
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-546- 12.04% |
$17.8K - $20K
|
3.99K
$160K
|
|
|
Nov 04, 2024
Q3 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-683- 5.83% |
$22.3K - $25.1K
|
11K
$441K
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-696- 1.1% |
$22.7K - $25.5K
|
62.5K
$2.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-715- 10.14% |
$23.3K - $26.2K
|
6.33K
$253K
|
|
|
Oct 29, 2024
Q3 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-924- 95.95% |
$30.2K - $33.9K
|
39
$1.56K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.01K- 5.53% |
$33K - $37.1K
|
17.3K
$690K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-1.1K- 10.33% |
$35.8K - $40.2K
|
9.53K
$381K
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-1.14K- 44.28% |
$37.1K - $41.6K
|
1.43K
$57.1K
|
|
|
Oct 30, 2024
Q3 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-1.27K- 2.99% |
$41.4K - $46.5K
|
41.1K
$1.64M
|
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-1.34K- 2.24% |
$43.7K - $49.1K
|
58.3K
$2.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.5K- 12.29% |
$48.8K - $54.9K
|
10.7K
$427K
|
|
|
Oct 29, 2024
Q3 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-1.73K- 2.29% |
$56.5K - $63.4K
|
73.6K
$2.94M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.09K- 4.57% |
$68.2K - $76.6K
|
43.6K
$1.74M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.15K- 59.86% |
$70.2K - $78.9K
|
1.44K
$57.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.16K- 7.09% |
$70.6K - $79.3K
|
28.3K
$1.13M
|
|
|
Oct 31, 2024
Q3 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-2.29K- 16.36% |
$74.9K - $84.2K
|
11.7K
$469K
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-2.33K- 14.01% |
$76.2K - $85.6K
|
14.3K
$572K
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-2.57K- 7.93% |
$83.8K - $94.1K
|
29.8K
$1.19M
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-2.81K- 6.24% |
$91.7K - $103K
|
42.2K
$1.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-3.4K- 15.6% |
$111K - $125K
|
18.4K
$736K
|
|
|
Nov 04, 2024
Q3 2024
|
Advantage Trust CO
Salina, KS |
SELL
|
- |
-4.05K- 0.99% |
$132K - $149K
|
404K
$16.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-4.57K- 18.01% |
$149K - $168K
|
20.8K
$831K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-5.13K- 29.82% |
$167K - $188K
|
12.1K
$482K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-5.37K- 16.73% |
$175K - $197K
|
26.8K
$1.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-6.29K- 22.66% |
$205K - $231K
|
21.5K
$858K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-6.52K- 4.03% |
$213K - $239K
|
155K
$6.21M
|
|
|
Oct 24, 2024
Q3 2024
|
Lvz, Inc.
|
SELL
|
- |
-7.07K- 0.26% |
$231K - $260K
|
2.71M
$108M
|
|
|
Oct 07, 2024
Q3 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-8.27K- 27.39% |
$270K - $303K
|
21.9K
$876K
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-8.29K- 5.89% |
$271K - $304K
|
133K
$5.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-8.34K- 93.26% |
$272K - $306K
|
602
$24.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-8.89K- 18.52% |
$290K - $326K
|
39.1K
$1.56M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-9.24K- 15.38% |
$302K - $339K
|
50.8K
$2.03M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-9.5K- 5.02% |
$310K - $349K
|
180K
$7.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
SELL
|
- |
-11.5K- 1.46% |
$374K - $420K
|
771K
$30.8M
|
|
|
Oct 22, 2024
Q3 2024
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-12.5K- 7.49% |
$409K - $460K
|
155K
$6.18M
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-12.7K- 10.54% |
$416K - $468K
|
108K
$4.32M
|
|
|
Oct 09, 2024
Q3 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-14.5K- 50.94% |
$474K - $532K
|
14K
$559K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-14.7K- 30.32% |
$480K - $540K
|
33.8K
$1.35M
|
|
|
Oct 11, 2024
Q3 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-15.2K- 1.56% |
$495K - $557K
|
956K
$38.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-16.2K- 44.49% |
$530K - $596K
|
20.3K
$810K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-17.1K- 0.7% |
$560K - $629K
|
2.44M
$97.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-17.8K- 70.69% |
$582K - $653K
|
7.39K
$295K
|