Latest Institutional Transactions on First Tr ETF Vi Smid Cap Risin (SDVY)
This table provides information on the latest institutional transactions involving First Tr ETF Vi Smid Cap Risin (SDVY) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
20.8K+ 50.65% |
$673K - $727K
|
61.9K
$2.24M
|
|
Aug 27, 2024
Q2 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
3.63K+ 22.51% |
$117K - $127K
|
19.8K
$717K
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
581K+ 31.55% |
$18.8M - $20.3M
|
2.42M
$87.8M
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-12.4K- 0.5% |
$401K - $433K
|
2.46M
$89M
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
48.7K+ 251.97% |
$1.58M - $1.7M
|
68.1K
$2.47M
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
17.5KNew |
$565K - $610K
|
17.5K
$634K
|
|
Aug 15, 2024
Q2 2024
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
SELL
|
- |
-27.5K- 3.4% |
$891K - $962K
|
782K
$28.4M
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
8.16K+ 12.46% |
$264K - $285K
|
73.6K
$2.67M
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
123K+ 18.23% |
$3.99M - $4.31M
|
800K
$29M
|
|
Aug 15, 2024
Q2 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
1.52K+ 5.77% |
$49.1K - $53.1K
|
27.8K
$1.01M
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.86K+ 76.74% |
$190K - $205K
|
13.5K
$489K
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
49.2K+ 46.47% |
$1.59M - $1.72M
|
155K
$5.62M
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
24.5K+ 136200.0% |
$793K - $856K
|
24.5K
$889K
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
229K+ 70.79% |
$7.41M - $8M
|
553K
$20.1M
|
|
Aug 14, 2024
Q2 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
7.93KNew |
$256K - $277K
|
7.93K
$287K
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
109K+ 14.27% |
$3.53M - $3.81M
|
873K
$31.7M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.15M+ 30.79% |
$37.3M - $40.2M
|
4.9M
$177M
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
6.15KNew |
$199K - $215K
|
6.15K
$223K
|
|
Aug 14, 2024
Q2 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
1.3K+ 4.67% |
$42.2K - $45.5K
|
29.2K
$1.06M
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.1K- 6.51% |
$35.6K - $38.4K
|
15.8K
$573K
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
7.05KNew |
$228K - $246K
|
7.05K
$255K
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-34.1K- 37.35% |
$1.1M - $1.19M
|
57.2K
$2.07M
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
144K+ 743.9% |
$4.65M - $5.02M
|
163K
$5.91M
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
6.76K+ 22.46% |
$219K - $236K
|
36.9K
$1.34M
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
21.8K+ 12.65% |
$705K - $761K
|
194K
$7.04M
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
8.74K+ 126.1% |
$283K - $305K
|
15.7K
$568K
|
|
Aug 14, 2024
Q2 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
10.1KNew |
$325K - $351K
|
10.1K
$364K
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
40KNew |
$1.29M - $1.4M
|
40K
$1.45M
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
BUY
|
- |
12.1KNew |
$392K - $423K
|
12.1K
$439K
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
46.4KNew |
$1.5M - $1.62M
|
46.4K
$1.68M
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
336+ 2.19% |
$10.9K - $11.7K
|
15.7K
$569K
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
24.1K+ 16.76% |
$778K - $840K
|
168K
$6.08M
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.88K- 10.15% |
$60.8K - $65.7K
|
16.7K
$604K
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.48K+ 5.78% |
$47.8K - $51.6K
|
27.1K
$981K
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
6+ 0.03% |
$194 - $209
|
17.9K
$649K
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
461+ 3.02% |
$14.9K - $16.1K
|
15.7K
$570K
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
13.8KNew |
$447K - $483K
|
13.8K
$501K
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.89K+ 7.93% |
$158K - $171K
|
66.6K
$2.41M
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
23.3K+ 168.35% |
$752K - $812K
|
37.1K
$1.34M
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-15.4K- 24.32% |
$499K - $538K
|
48K
$1.74M
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.03K+ 7.59% |
$33.2K - $35.9K
|
14.6K
$528K
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
174K+ 20.77% |
$5.61M - $6.06M
|
1.01M
$36.6M
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.93K+ 16.83% |
$62.4K - $67.4K
|
13.4K
$486K
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
192K+ 6.68% |
$6.2M - $6.7M
|
3.07M
$111M
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.3K+ 59.32% |
$334K - $361K
|
27.8K
$1.01M
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
1.1KNew |
$35.6K - $38.4K
|
1.1K
$39.9K
|
|
Aug 14, 2024
Q2 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
349+ 0.19% |
$11.3K - $12.2K
|
182K
$6.61M
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.63M+ 22.08% |
$52.6M - $56.8M
|
8.99M
$326M
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
45.9K+ 2.2% |
$1.48M - $1.6M
|
2.14M
$77.5M
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
268+ 1.28% |
$8.66K - $9.36K
|
21.1K
$766K
|