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
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
605+ 307.11% |
$21.4K - $24.4K
|
802
$27.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
574+ 5.29% |
$20.3K - $23.1K
|
11.4K
$397K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
560New |
$19.9K - $22.6K
|
560
$19.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
549+ 0.26% |
$19.5K - $22.1K
|
212K
$7.37M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
516+ 19.45% |
$18.3K - $20.8K
|
3.17K
$110K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
485New |
$17.2K - $19.6K
|
485
$16.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
469+ 8.02% |
$16.6K - $18.9K
|
6.31K
$219K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
443+ 138.87% |
$15.7K - $17.9K
|
762
$26.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
BUY
|
- |
362+ 1.18% |
$12.8K - $14.6K
|
31K
$1.08M
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
306+ 157.73% |
$10.8K - $12.3K
|
500
$17.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
297+ 0.51% |
$10.5K - $12K
|
58.9K
$2.05M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
277New |
$9.82K - $11.2K
|
277
$9.62K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
249New |
$8.83K - $10K
|
249
$8.65K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
224+ 1.08% |
$7.94K - $9.03K
|
21K
$730K
|
|
|
Feb 14, 2025
Q4 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
200+ 1.47% |
$7.09K - $8.07K
|
13.8K
$481K
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
187+ 0.44% |
$6.63K - $7.54K
|
42.2K
$1.47M
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
145+ 1.97% |
$5.14K - $5.85K
|
7.5K
$261K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
109+ 0.28% |
$3.86K - $4.4K
|
39.2K
$1.36M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
100+ 0.37% |
$3.55K - $4.03K
|
26.9K
$933K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
100New |
$3.55K - $4.03K
|
100
$3.47K
|
|
|
Feb 13, 2025
Q4 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
88+ 1.08% |
$3.12K - $3.55K
|
8.26K
$287K
|
|
|
Feb 06, 2025
Q4 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
78+ 0.33% |
$2.77K - $3.15K
|
24K
$834K
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
78+ 0.55% |
$2.77K - $3.15K
|
14.2K
$493K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
59+ 1.19% |
$2.09K - $2.38K
|
5.03K
$175K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
58+ 0.4% |
$2.06K - $2.34K
|
14.4K
$500K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
46New |
$1.63K - $1.86K
|
46
$1.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
41+ 0.5% |
$1.45K - $1.65K
|
8.26K
$287K
|
|
|
Mar 18, 2025
Q4 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
38+ 0.3% |
$1.35K - $1.53K
|
12.5K
$435K
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
37+ 0.52% |
$1.31K - $1.49K
|
7.21K
$251K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
32+ 8.0% |
$1.13K - $1.29K
|
432
$15K
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
28+ 0.15% |
$993 - $1.13K
|
19.3K
$669K
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
18+ 0.25% |
$638 - $726
|
7.08K
$246K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
14New |
$496 - $565
|
14
$486
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
12+ 0.11% |
$425 - $484
|
11K
$384K
|
|
|
Jan 31, 2025
Q4 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
6+ 0.03% |
$213 - $242
|
17.9K
$622K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
3+ 0.71% |
$106 - $121
|
423
$14.7K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
3New |
$106 - $121
|
3
$104
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
2+ 0.02% |
$70.9 - $80.7
|
11.9K
$414K
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
2+ 1.02% |
$70.9 - $80.7
|
199
$6.91K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
2+ 0.36% |
$70.9 - $80.7
|
565
$19.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2+ 0.01% |
$70.9 - $80.7
|
15.1K
$523K
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
1+ 0.01% |
$35.5 - $40.3
|
10.9K
$378K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-27- 0.23% |
$957 - $1.09K
|
11.8K
$410K
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
SELL
|
- |
-43- 0.33% |
$1.52K - $1.73K
|
12.8K
$445K
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-44- 0.43% |
$1.56K - $1.77K
|
10.2K
$355K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-53- 1.33% |
$1.88K - $2.14K
|
3.94K
$137K
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-74- 0.69% |
$2.62K - $2.98K
|
10.7K
$371K
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-93- 2.14% |
$3.3K - $3.75K
|
4.25K
$148K
|
|
|
Jan 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-103- 0.19% |
$3.65K - $4.15K
|
55.1K
$1.91M
|