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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
30.4K+ 113.71% |
$991K - $1.11M
|
57.1K
$2.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Dagco, Inc.
|
BUY
|
- |
218KNew |
$7.13M - $8.01M
|
218K
$8.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
7.67K+ 10.42% |
$250K - $281K
|
81.3K
$3.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-398- 0.88% |
$13K - $14.6K
|
44.7K
$1.7M
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
6.31KNew |
$206K - $232K
|
6.31K
$240K
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.06K+ 2.27% |
$34.5K - $38.7K
|
47.5K
$1.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
9.3K+ 8.35% |
$304K - $341K
|
121K
$4.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
39.7KNew |
$1.3M - $1.46M
|
39.7K
$1.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
4.39K+ 2.41% |
$143K - $161K
|
187K
$7.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.88K+ 18.25% |
$94.2K - $106K
|
18.7K
$711K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
531+ 6.9% |
$17.3K - $19.5K
|
8.22K
$313K
|
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
8.18KNew |
$267K - $300K
|
8.18K
$311K
|
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
8.47K+ 11.54% |
$277K - $311K
|
81.9K
$3.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
8.76K+ 72.25% |
$286K - $321K
|
20.9K
$794K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
92.6K+ 10.6% |
$3.02M - $3.4M
|
966K
$36.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
11.2KNew |
$364K - $409K
|
11.2K
$425K
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
42.4KNew |
$1.39M - $1.56M
|
42.4K
$1.61M
|
|
|
Nov 13, 2024
Q3 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
107KNew |
$3.51M - $3.94M
|
107K
$4.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
6.03KNew |
$197K - $221K
|
6.03K
$229K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
46.9K+ 11.29% |
$1.53M - $1.72M
|
463K
$17.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
12.5K+ 54.44% |
$409K - $459K
|
35.5K
$1.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
2.46K+ 42.01% |
$80.4K - $90.3K
|
8.32K
$317K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-118- 20.63% |
$3.85K - $4.33K
|
454
$17.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-17.1K- 0.7% |
$560K - $629K
|
2.44M
$92.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1.23K+ 1.08% |
$40.1K - $45K
|
115K
$4.36M
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-59- 23.05% |
$1.93K - $2.16K
|
197
$7.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.57M+ 17.49% |
$51.3M - $57.7M
|
10.6M
$402M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-81.8K- 16.62% |
$2.67M - $3M
|
410K
$15.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-19- 0.12% |
$620 - $697
|
15.7K
$595K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
300K+ 37.27% |
$9.79M - $11M
|
1.1M
$42M
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
2.5K+ 11.76% |
$81.7K - $91.8K
|
23.8K
$905K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
33.3K+ 228.8% |
$1.09M - $1.22M
|
47.9K
$1.82M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
701K+ 28.93% |
$22.9M - $25.7M
|
3.12M
$119M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-715- 10.14% |
$23.3K - $26.2K
|
6.33K
$241K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
42.5K+ 7.95% |
$1.39M - $1.56M
|
577K
$21.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
920+ 5.85% |
$30K - $33.8K
|
16.6K
$633K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
400New |
$13.1K - $14.7K
|
400
$15.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
142K+ 70.38% |
$4.65M - $5.22M
|
345K
$13.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
14KNew |
$458K - $515K
|
14K
$534K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
229K+ 11.77% |
$7.49M - $8.42M
|
2.18M
$82.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
5.9KNew |
$193K - $216K
|
5.9K
$224K
|
|
|
Nov 12, 2024
Q3 2024
|
Cottage Street Advisors LLC
|
BUY
|
- |
2.4K+ 14.97% |
$78.5K - $88.2K
|
18.5K
$702K
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
23.1K+ 141.89% |
$753K - $847K
|
39.3K
$1.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
1.89K+ 2.72% |
$61.8K - $69.5K
|
71.4K
$2.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
SELL
|
- |
-11.5K- 1.46% |
$374K - $420K
|
771K
$29.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-161K- 89.67% |
$5.26M - $5.91M
|
18.6K
$706K
|
|
|
Nov 12, 2024
Q3 2024
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-17.8K- 70.69% |
$582K - $653K
|
7.39K
$281K
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
970+ 6.32% |
$31.7K - $35.6K
|
16.3K
$620K
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
27.4KNew |
$896K - $1.01M
|
27.4K
$1.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
164K+ 20.51% |
$5.36M - $6.02M
|
964K
$36.7M
|