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 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
5.1K+ 8.27% |
$181K - $206K
|
66.8K
$2.32M
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
5.07K+ 4.37% |
$180K - $205K
|
121K
$4.21M
|
|
|
Jan 22, 2025
Q4 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
5.04K+ 5.84% |
$179K - $203K
|
91.4K
$3.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
5.03K+ 7.46% |
$178K - $203K
|
72.5K
$2.52M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
4.82K+ 13.56% |
$171K - $194K
|
40.3K
$1.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
4.79K+ 6.79% |
$170K - $193K
|
75.4K
$2.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
4.71K+ 28.29% |
$167K - $190K
|
21.4K
$742K
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
4.62K+ 9.73% |
$164K - $186K
|
52.1K
$1.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
4.57K+ 8.0% |
$162K - $184K
|
61.6K
$2.14M
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
4.46K+ 14.01% |
$158K - $180K
|
36.3K
$1.26M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.46K+ 63.24% |
$158K - $180K
|
11.5K
$400K
|
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
4.28K+ 25.51% |
$152K - $173K
|
21.1K
$732K
|
|
|
Jan 16, 2025
Q4 2024
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
4.22K+ 2.73% |
$150K - $170K
|
159K
$5.52M
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
4.1K+ 6.13% |
$145K - $165K
|
71K
$2.47M
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
4.09K+ 20.77% |
$145K - $165K
|
23.8K
$826K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
4.05K+ 202.5% |
$144K - $163K
|
6.05K
$210K
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
3.98K+ 24.23% |
$141K - $161K
|
20.4K
$709K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
3.98K+ 25.18% |
$141K - $160K
|
19.8K
$687K
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
BUY
|
- |
3.96K+ 40.04% |
$140K - $160K
|
13.8K
$481K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
3.91K+ 8.76% |
$139K - $158K
|
48.6K
$1.69M
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
3.68K+ 37.4% |
$130K - $148K
|
13.5K
$469K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.54K+ 22.61% |
$125K - $143K
|
19.2K
$667K
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
3.37K+ 6.89% |
$119K - $136K
|
52.3K
$1.82M
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
3.3K+ 17.8% |
$117K - $133K
|
21.9K
$759K
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
3.24K+ 40.32% |
$115K - $130K
|
11.3K
$391K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
3.23KNew |
$114K - $130K
|
3.23K
$112K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.17K+ 48.58% |
$112K - $128K
|
9.69K
$337K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3.16K+ 15.6% |
$112K - $128K
|
23.4K
$814K
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.06KNew |
$108K - $123K
|
3.06K
$106K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
2.94K+ 34.74% |
$104K - $119K
|
11.4K
$396K
|
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
2.89K+ 4.05% |
$103K - $117K
|
74.3K
$2.58M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
2.87K+ 28.5% |
$102K - $116K
|
13K
$450K
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
2.85K+ 15.12% |
$101K - $115K
|
21.7K
$753K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.83K+ 5.4% |
$100K - $114K
|
55.2K
$1.92M
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
2.83K+ 17.35% |
$100K - $114K
|
19.1K
$665K
|
|
|
Feb 11, 2025
Q4 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
2.82K+ 1.54% |
$100K - $114K
|
186K
$6.45M
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
2.82K+ 1.46% |
$99.9K - $114K
|
196K
$6.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
2.75K+ 85.71% |
$97.6K - $111K
|
5.96K
$207K
|
|
|
Jan 28, 2025
Q4 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
2.73K+ 0.78% |
$96.8K - $110K
|
354K
$12.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.66K+ 16.38% |
$94.1K - $107K
|
18.9K
$655K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.63K+ 636.08% |
$93.1K - $106K
|
3.04K
$106K
|
|
|
Jan 16, 2025
Q4 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
2.53K+ 26.0% |
$89.7K - $102K
|
12.3K
$426K
|
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
2.5K+ 5.09% |
$88.5K - $101K
|
51.6K
$1.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
2.49K+ 2.17% |
$88.3K - $100K
|
117K
$4.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.47K+ 13.24% |
$87.7K - $99.8K
|
21.2K
$735K
|
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
2.4K+ 3.12% |
$84.9K - $96.6K
|
79.2K
$2.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.34K+ 13.19% |
$83K - $94.4K
|
20.1K
$698K
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
2.29K+ 2.89% |
$81K - $92.2K
|
81.5K
$2.83M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
2.28K+ 9.28% |
$80.8K - $91.9K
|
26.8K
$932K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.2K+ 5.89% |
$78.1K - $88.9K
|
39.6K
$1.38M
|