Purchases and Sales Made in Q4 2023 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 Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
9.14KNew |
$242K - $304K
|
9.14K
$348K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
8.99K+ 29.31% |
$238K - $299K
|
39.7K
$1.51M
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
8.88KNew |
$235K - $295K
|
8.88K
$338K
|
|
|
Feb 14, 2024
Q4 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
8.7KNew |
$230K - $289K
|
8.7K
$331K
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
8.38K+ 26.85% |
$222K - $278K
|
39.6K
$1.51M
|
|
|
Jan 29, 2024
Q4 2023
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
8.3K+ 15.88% |
$220K - $276K
|
60.6K
$2.31M
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
BUY
|
- |
8.21KNew |
$217K - $273K
|
8.21K
$313K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.96K+ 60.32% |
$211K - $265K
|
21.2K
$806K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
7.8K+ 8.67% |
$207K - $259K
|
97.9K
$3.73M
|
|
|
Jan 22, 2024
Q4 2023
|
Clarus Wealth Advisors
|
BUY
|
- |
7.79KNew |
$206K - $259K
|
7.79K
$297K
|
|
|
Feb 08, 2024
Q4 2023
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
7.6KNew |
$201K - $252K
|
7.6K
$289K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
7.32K+ 31.11% |
$194K - $243K
|
30.8K
$1.17M
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
7.27KNew |
$192K - $241K
|
7.27K
$277K
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
7.17K+ 41.9% |
$190K - $238K
|
24.3K
$925K
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
6.95K+ 12.6% |
$184K - $231K
|
62.1K
$2.37M
|
|
|
Jan 18, 2024
Q4 2023
|
Accel Wealth Management
|
BUY
|
- |
6.78KNew |
$180K - $225K
|
6.78K
$258K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
6.62KNew |
$175K - $220K
|
6.62K
$252K
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
6.6K+ 4.49% |
$175K - $219K
|
153K
$5.84M
|
|
|
Jan 31, 2024
Q4 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
6.54KNew |
$173K - $217K
|
6.54K
$249K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
6.35K+ 59.64% |
$168K - $211K
|
17K
$648K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
6.03KNew |
$160K - $200K
|
6.03K
$230K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
5.86KNew |
$155K - $195K
|
5.86K
$223K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
5.81KNew |
$154K - $193K
|
5.81K
$221K
|
|
|
Jan 26, 2024
Q4 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
4.45K+ 6.77% |
$118K - $148K
|
70.2K
$2.67M
|
|
|
Jan 19, 2024
Q4 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
3.78K+ 23.24% |
$100K - $126K
|
20K
$763K
|
|
|
Jan 18, 2024
Q4 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
3.54K+ 6.73% |
$93.7K - $118K
|
56.1K
$2.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
3.49K+ 1.76% |
$92.4K - $116K
|
201K
$7.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.45K+ 38.64% |
$91.3K - $115K
|
12.4K
$471K
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
3.37KNew |
$89.2K - $112K
|
3.37K
$128K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
3.25KNew |
$86.1K - $108K
|
3.25K
$124K
|
|
|
Feb 05, 2024
Q4 2023
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
3.15K+ 3.57% |
$83.5K - $105K
|
91.4K
$3.48M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
3.1K+ 24.34% |
$82.1K - $103K
|
15.8K
$604K
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
3.02K+ 111.22% |
$80.1K - $100K
|
5.74K
$219K
|
|
|
Jan 29, 2024
Q4 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
2.7K+ 6.39% |
$71.5K - $89.7K
|
44.9K
$1.71M
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.67K+ 14.74% |
$70.6K - $88.6K
|
20.8K
$791K
|
|
|
Jan 09, 2024
Q4 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
2.67K+ 35.09% |
$70.6K - $88.6K
|
10.3K
$391K
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
2.54K+ 20.3% |
$67.3K - $84.5K
|
15.1K
$574K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
2.26K+ 1.55% |
$59.9K - $75.1K
|
148K
$5.64M
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.75K+ 13.85% |
$46.4K - $58.3K
|
14.4K
$549K
|
|
|
Jan 29, 2024
Q4 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
1.72K+ 6.7% |
$45.6K - $57.2K
|
27.4K
$1.05M
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.53K+ 3.68% |
$40.6K - $50.9K
|
43.2K
$1.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.52K+ 7.75% |
$40.2K - $50.5K
|
21.1K
$805K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
1.47K+ 1.96% |
$38.9K - $48.8K
|
76.4K
$2.91M
|
|
|
Jan 18, 2024
Q4 2023
|
Cottage Street Advisors LLC
|
BUY
|
- |
1.38K+ 11.27% |
$36.4K - $45.7K
|
13.6K
$517K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.35K+ 13.75% |
$35.8K - $45K
|
11.2K
$426K
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
1.18KNew |
$31.3K - $39.3K
|
1.18K
$45K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.1KNew |
$29.1K - $36.5K
|
1.1K
$41.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
991+ 9.57% |
$26.2K - $32.9K
|
11.3K
$432K
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
722+ 4.77% |
$19.1K - $24K
|
15.9K
$604K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
614+ 4.62% |
$16.3K - $20.4K
|
13.9K
$530K
|