Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
119KNew |
$4.21M - $4.78M
|
119K
$4.24M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
114K+ 11.87% |
$4.06M - $4.62M
|
1.08M
$38.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
111KNew |
$3.92M - $4.46M
|
111K
$3.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
108KNew |
$3.84M - $4.37M
|
108K
$3.87M
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
103KNew |
$3.66M - $4.16M
|
103K
$3.69M
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
102KNew |
$3.63M - $4.13M
|
102K
$3.66M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
102K+ 20.44% |
$3.62M - $4.11M
|
601K
$21.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
98.9K+ 10.25% |
$3.51M - $3.99M
|
1.06M
$38M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
96.3K+ 22.67% |
$3.41M - $3.88M
|
521K
$18.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
89.6K+ 18.74% |
$3.18M - $3.61M
|
568K
$20.3M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
88.3K+ 19.09% |
$3.13M - $3.56M
|
551K
$19.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
83.3K+ 32.91% |
$2.95M - $3.36M
|
337K
$12M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
83K+ 102.53% |
$2.94M - $3.35M
|
164K
$5.85M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
82.9K+ 43.01% |
$2.94M - $3.34M
|
276K
$9.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
80.7KNew |
$2.86M - $3.25M
|
80.7K
$2.88M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
79.6KNew |
$2.82M - $3.21M
|
79.6K
$2.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Bolthouse Investments, LLC
Bakersfield, CA |
BUY
|
- |
75.3KNew |
$2.67M - $3.04M
|
75.3K
$2.69M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
72.5K+ 35.45% |
$2.57M - $2.92M
|
277K
$9.89M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
71.9K+ 18.3% |
$2.55M - $2.9M
|
465K
$16.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
71.2KNew |
$2.52M - $2.87M
|
71.2K
$2.54M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
70.1K+ 357.5% |
$2.48M - $2.83M
|
89.7K
$3.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
69.1KNew |
$2.45M - $2.79M
|
69.1K
$2.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Entruity Wealth, LLC
Bakersfield, CA |
BUY
|
- |
68.6KNew |
$2.43M - $2.77M
|
68.6K
$2.45M
|
|
|
Feb 20, 2025
Q4 2024
|
Griffith & Werner, Inc.
Canton, GA |
BUY
|
- |
68KNew |
$2.41M - $2.74M
|
68K
$2.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Dagco, Inc.
|
BUY
|
- |
67K+ 30.67% |
$2.37M - $2.7M
|
285K
$10.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
66.6K+ 56.84% |
$2.36M - $2.68M
|
184K
$6.56M
|
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
65.6KNew |
$2.33M - $2.65M
|
65.6K
$2.34M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
64.7K+ 48.09% |
$2.29M - $2.61M
|
199K
$7.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
61KNew |
$2.16M - $2.46M
|
61K
$2.18M
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
60.8KNew |
$2.16M - $2.45M
|
60.8K
$2.17M
|
|
|
Jan 30, 2025
Q4 2024
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
60.1KNew |
$2.13M - $2.42M
|
60.1K
$2.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
58.8KNew |
$2.08M - $2.37M
|
58.8K
$2.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
51.8K+ 7.83% |
$1.84M - $2.09M
|
714K
$25.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
50.4KNew |
$1.79M - $2.03M
|
50.4K
$1.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
49.4K+ 230.19% |
$1.75M - $1.99M
|
70.9K
$2.53M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
49.3K+ 34.25% |
$1.75M - $1.99M
|
193K
$6.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
48.5KNew |
$1.72M - $1.96M
|
48.5K
$1.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
48.1KNew |
$1.7M - $1.94M
|
48.1K
$1.72M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
47KNew |
$1.67M - $1.89M
|
47K
$1.68M
|
|
|
Feb 03, 2025
Q4 2024
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
45.3KNew |
$1.6M - $1.83M
|
45.3K
$1.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
43.8KNew |
$1.55M - $1.76M
|
43.8K
$1.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
43.5KNew |
$1.54M - $1.75M
|
43.5K
$1.55M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
42.4K+ 505.01% |
$1.5M - $1.71M
|
50.8K
$1.82M
|
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
41.2KNew |
$1.46M - $1.66M
|
41.2K
$1.47M
|
|
|
Feb 11, 2025
Q4 2024
|
Virtus Family Office LLC
El Paso, TX |
BUY
|
- |
40.6KNew |
$1.44M - $1.64M
|
40.6K
$1.45M
|
|
|
Feb 11, 2025
Q4 2024
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
40.4KNew |
$1.43M - $1.63M
|
40.4K
$1.44M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
40.1K+ 29.23% |
$1.42M - $1.62M
|
177K
$6.33M
|
|
|
Jan 28, 2025
Q4 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
39.9K+ 54.53% |
$1.42M - $1.61M
|
113K
$4.04M
|
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
38.8K+ 54.09% |
$1.37M - $1.56M
|
110K
$3.94M
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
37.7KNew |
$1.34M - $1.52M
|
37.7K
$1.35M
|