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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
37.6K+ 59.89% |
$1.33M - $1.52M
|
100K
$3.58M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
37.6K+ 28.79% |
$1.33M - $1.52M
|
168K
$6M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
37.3K+ 68.09% |
$1.32M - $1.51M
|
92.1K
$3.29M
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
36KNew |
$1.28M - $1.45M
|
36K
$1.29M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
35.9K+ 29.26% |
$1.27M - $1.45M
|
159K
$5.67M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
35.3KNew |
$1.25M - $1.43M
|
35.3K
$1.26M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
32.3K+ 90.91% |
$1.14M - $1.3M
|
67.7K
$2.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
32K+ 153.28% |
$1.13M - $1.29M
|
52.9K
$1.89M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
31.1KNew |
$1.1M - $1.26M
|
31.1K
$1.11M
|
|
|
Feb 07, 2025
Q4 2024
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
30.8KNew |
$1.09M - $1.24M
|
30.8K
$1.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
30.6K+ 77.67% |
$1.08M - $1.23M
|
69.9K
$2.5M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
29.2K+ 247.0% |
$1.04M - $1.18M
|
41.1K
$1.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
27.9K+ 8.11% |
$991K - $1.13M
|
373K
$13.3M
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
27.8KNew |
$986K - $1.12M
|
27.8K
$993K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
26.5KNew |
$940K - $1.07M
|
26.5K
$947K
|
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
26.2KNew |
$928K - $1.06M
|
26.2K
$935K
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
BUY
|
- |
26.1K+ 13.95% |
$926K - $1.05M
|
213K
$7.62M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
25.7K+ 39.35% |
$913K - $1.04M
|
91.2K
$3.26M
|
|
|
Jan 22, 2025
Q4 2024
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
25.7KNew |
$912K - $1.04M
|
25.7K
$919K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
25.3KNew |
$897K - $1.02M
|
25.3K
$904K
|
|
|
Jan 30, 2025
Q4 2024
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
25.3KNew |
$895K - $1.02M
|
25.3K
$902K
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
25.2K+ 46.74% |
$892K - $1.02M
|
79K
$2.82M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
24.6K+ 5.49% |
$872K - $992K
|
473K
$16.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Sage Oak Financial, LLC
Tulsa, OK |
BUY
|
- |
24KNew |
$852K - $969K
|
24K
$858K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
23.1KNew |
$820K - $933K
|
23.1K
$827K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
22.8K+ 51.07% |
$809K - $921K
|
67.5K
$2.41M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
22.3K+ 14.36% |
$792K - $901K
|
178K
$6.35M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
21.8K+ 50.05% |
$774K - $880K
|
65.4K
$2.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
21.5KNew |
$763K - $867K
|
21.5K
$768K
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
21.5KNew |
$761K - $866K
|
21.5K
$767K
|
|
|
Feb 07, 2025
Q4 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
21.4KNew |
$758K - $862K
|
21.4K
$763K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
21.2K+ 16.42% |
$752K - $855K
|
150K
$5.37M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
21.2K+ 30.09% |
$750K - $854K
|
91.5K
$3.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
21.2K+ 8.91% |
$750K - $853K
|
259K
$9.23M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
20.7K+ 124.62% |
$735K - $836K
|
37.4K
$1.34M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
20K+ 322.83% |
$708K - $805K
|
26.1K
$934K
|
|
|
Feb 03, 2025
Q4 2024
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
19.3KNew |
$684K - $778K
|
19.3K
$689K
|
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
19.3K+ 2.02% |
$684K - $778K
|
976K
$34.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
19.3K+ 5.17% |
$683K - $777K
|
392K
$14M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
19K+ 83.01% |
$674K - $767K
|
41.9K
$1.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
18.7K+ 10.42% |
$661K - $752K
|
198K
$7.06M
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
BUY
|
- |
18.5K+ 4.79% |
$657K - $747K
|
405K
$14.5M
|
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
18.4K+ 10.22% |
$654K - $743K
|
199K
$7.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
18K+ 120.3% |
$637K - $725K
|
32.9K
$1.18M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
17.9K+ 30.91% |
$636K - $724K
|
76K
$2.71M
|
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
BUY
|
- |
17.7K+ 0.65% |
$626K - $712K
|
2.73M
$97.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
17.5K+ 14.53% |
$622K - $707K
|
138K
$4.94M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
17.4K+ 16.94% |
$617K - $702K
|
120K
$4.29M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
17.3K+ 10.06% |
$615K - $699K
|
190K
$6.78M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
17.2K+ 73.64% |
$611K - $696K
|
40.7K
$1.45M
|