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 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
737New |
$24.1K - $27K
|
737
$28K
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.5K- 12.29% |
$48.8K - $54.9K
|
10.7K
$406K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
5.55K+ 8.76% |
$181K - $204K
|
69K
$2.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
68.8K+ 6.71% |
$2.25M - $2.52M
|
1.09M
$41.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
734+ 0.91% |
$24K - $26.9K
|
81.6K
$3.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5.58K+ 72.92% |
$182K - $205K
|
13.2K
$503K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
165K+ 45.12% |
$5.38M - $6.05M
|
530K
$20.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1- 0.01% |
$32.7 - $36.7
|
16.7K
$636K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.76K+ 5.65% |
$123K - $138K
|
70.4K
$2.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
18.1KNew |
$590K - $663K
|
18.1K
$688K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
3.04K+ 22.7% |
$99.3K - $112K
|
16.4K
$625K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
148+ 3.77% |
$4.83K - $5.43K
|
4.07K
$155K
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
212KNew |
$6.91M - $7.76M
|
212K
$8.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.16K- 7.09% |
$70.6K - $79.3K
|
28.3K
$1.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
20.5K+ 18.63% |
$670K - $753K
|
131K
$4.98M
|
|
|
Nov 12, 2024
Q3 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
35.6KNew |
$1.16M - $1.31M
|
35.6K
$1.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
172KNew |
$5.63M - $6.33M
|
172K
$6.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
197New |
$6.43K - $7.23K
|
197
$7.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
59.4K+ 19.22% |
$1.94M - $2.18M
|
369K
$14M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-2.33K- 14.01% |
$76.2K - $85.6K
|
14.3K
$545K
|
|
|
Nov 12, 2024
Q3 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
1.06K+ 2.53% |
$34.6K - $38.9K
|
43K
$1.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
1.75K+ 6.0% |
$57.2K - $64.3K
|
31K
$1.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
16K+ 7804.88% |
$522K - $587K
|
16.2K
$617K
|
|
|
Nov 12, 2024
Q3 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
260+ 0.53% |
$8.49K - $9.54K
|
49.1K
$1.87M
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
BUY
|
- |
70K+ 11.64% |
$2.28M - $2.57M
|
671K
$25.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
81.2KNew |
$2.65M - $2.98M
|
81.2K
$3.09M
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
61+ 1.24% |
$1.99K - $2.24K
|
4.97K
$189K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-98- 13.76% |
$3.2K - $3.6K
|
614
$23.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
12.5KNew |
$409K - $460K
|
12.5K
$477K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
5.17K+ 8.97% |
$169K - $190K
|
62.7K
$2.39M
|
|
|
Nov 08, 2024
Q3 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
365+ 3.89% |
$11.9K - $13.4K
|
9.74K
$371K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-4.57K- 18.01% |
$149K - $168K
|
20.8K
$791K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.15K- 59.86% |
$70.2K - $78.9K
|
1.44K
$54.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
5.51KNew |
$180K - $202K
|
5.51K
$210K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
39.7K+ 41.91% |
$1.3M - $1.46M
|
135K
$5.12M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.63M+ 17.12% |
$85.8M - $96.4M
|
18M
$684M
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
8.73KNew |
$285K - $320K
|
8.73K
$332K
|
|
|
Nov 08, 2024
Q3 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
117KNew |
$3.82M - $4.3M
|
117K
$4.46M
|
|
|
Nov 08, 2024
Q3 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
1.97K+ 5.47% |
$64.5K - $72.4K
|
38.1K
$1.45M
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-12.7K- 10.54% |
$416K - $468K
|
108K
$4.12M
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
10.2K+ 20.07% |
$333K - $374K
|
61K
$2.32M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
30K+ 18.45% |
$980K - $1.1M
|
193K
$7.33M
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
3+ 0.02% |
$97.9 - $110
|
17.9K
$681K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
22.2K+ 17.96% |
$723K - $813K
|
146K
$5.54M
|
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
27+ 0.23% |
$882 - $991
|
11.8K
$451K
|
|
|
Nov 07, 2024
Q3 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
13.1K+ 57.01% |
$428K - $481K
|
36.1K
$1.37M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
465+ 1.29% |
$15.2K - $17.1K
|
36.6K
$1.39M
|
|
|
Nov 07, 2024
Q3 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
9.68K+ 4.53% |
$316K - $355K
|
223K
$8.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
9.88KNew |
$323K - $362K
|
9.88K
$376K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-17.9K- 25.88% |
$585K - $658K
|
51.3K
$1.95M
|