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 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
115K+ 20.96% |
$3.74M - $4.21M
|
662K
$25.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.4K+ 8.38% |
$78.3K - $88K
|
31K
$1.18M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
666New |
$21.7K - $24.4K
|
666
$25.3K
|
|
|
Nov 06, 2024
Q3 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
675New |
$22K - $24.8K
|
675
$25.7K
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
47.1K+ 238.14% |
$1.54M - $1.73M
|
66.9K
$2.55M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
523K+ 25.85% |
$17.1M - $19.2M
|
2.54M
$96.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Sanchez Wealth Management Group
|
SELL
|
- |
-32.2K- 8.38% |
$1.05M - $1.18M
|
352K
$13.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.11K+ 7.25% |
$102K - $114K
|
46.1K
$1.75M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-28.9K- 64.68% |
$945K - $1.06M
|
15.8K
$601K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.1K+ 14.23% |
$35.8K - $40.3K
|
8.82K
$335K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
8.39K+ 7.33% |
$274K - $308K
|
123K
$4.67M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
31.7K+ 76.45% |
$1.04M - $1.16M
|
73.2K
$2.79M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
80K+ 33.22% |
$2.61M - $2.93M
|
321K
$12.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
17.6K+ 10.64% |
$574K - $645K
|
183K
$6.95M
|
|
|
Nov 04, 2024
Q3 2024
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
8.04KNew |
$262K - $295K
|
8.04K
$306K
|
|
|
Nov 04, 2024
Q3 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
37+ 0.15% |
$1.21K - $1.36K
|
23.9K
$910K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
4.38KNew |
$143K - $161K
|
4.38K
$167K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.56K+ 4.02% |
$182K - $204K
|
144K
$5.47M
|
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
1.99K+ 13.82% |
$65.1K - $73.2K
|
16.4K
$625K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-348- 5.33% |
$11.4K - $12.8K
|
6.18K
$235K
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
16.1K+ 102.73% |
$526K - $592K
|
31.8K
$1.21M
|
|
|
Nov 04, 2024
Q3 2024
|
Advantage Trust CO
Salina, KS |
SELL
|
- |
-4.05K- 0.99% |
$132K - $149K
|
404K
$15.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Platform Technology Partners
|
BUY
|
- |
6.28KNew |
$205K - $230K
|
6.28K
$239K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
14.3KNew |
$466K - $524K
|
14.3K
$543K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
44.2K+ 68.37% |
$1.44M - $1.62M
|
109K
$4.14M
|
|
|
Nov 04, 2024
Q3 2024
|
Gds Wealth Management
|
BUY
|
- |
44.8K+ 13.12% |
$1.46M - $1.64M
|
386K
$14.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-683- 5.83% |
$22.3K - $25.1K
|
11K
$420K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
13K+ 19.11% |
$424K - $476K
|
80.9K
$3.08M
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence LLC
|
SELL
|
- |
-301- 0.97% |
$9.83K - $11K
|
30.7K
$1.17M
|
|
|
Nov 04, 2024
Q3 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
75.9KNew |
$2.48M - $2.79M
|
75.9K
$2.89M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
153K+ 44.29% |
$5M - $5.62M
|
499K
$19M
|
|
|
Nov 01, 2024
Q3 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
15.8K+ 6.86% |
$517K - $581K
|
246K
$9.38M
|
|
|
Nov 01, 2024
Q3 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
27.3K+ 13.72% |
$892K - $1M
|
226K
$8.61M
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
811+ 6.95% |
$26.5K - $29.8K
|
12.5K
$475K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
1.65K+ 105.18% |
$53.7K - $60.4K
|
3.21K
$122K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
18.1K+ 4.2% |
$589K - $662K
|
448K
$17M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
8.54K+ 2.05% |
$279K - $313K
|
425K
$16.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-2.29K- 16.36% |
$74.9K - $84.2K
|
11.7K
$446K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-9.24K- 15.38% |
$302K - $339K
|
50.8K
$1.93M
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
635+ 9.88% |
$20.7K - $23.3K
|
7.06K
$269K
|
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
46.9K+ 33.19% |
$1.53M - $1.72M
|
188K
$7.16M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-5.37K- 16.73% |
$175K - $197K
|
26.8K
$1.02M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
1.9KNew |
$62K - $69.7K
|
1.9K
$72.3K
|
|
|
Oct 31, 2024
Q3 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
247+ 3.27% |
$8.06K - $9.06K
|
7.8K
$297K
|
|
|
Oct 31, 2024
Q3 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
7.72KNew |
$252K - $283K
|
7.72K
$294K
|
|
|
Oct 31, 2024
Q3 2024
|
Presidio Capital Management, LLC
|
BUY
|
- |
47K+ 16.16% |
$1.53M - $1.72M
|
338K
$12.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-2.81K- 6.24% |
$91.7K - $103K
|
42.2K
$1.61M
|
|
|
Oct 31, 2024
Q3 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
71+ 0.33% |
$2.32K - $2.6K
|
21.9K
$831K
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
9.78K+ 14.39% |
$319K - $359K
|
77.8K
$2.96M
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
9.83KNew |
$321K - $361K
|
9.83K
$374K
|