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 |
---|---|---|---|---|---|---|---|
Jul 19, 2024
Q2 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
2.59K+ 7.06% |
$83.7K - $90.3K
|
39.2K
$1.42M
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
16.1K+ 4.89% |
$521K - $563K
|
346K
$12.5M
|
|
Jul 18, 2024
Q2 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
7.43KNew |
$240K - $259K
|
7.43K
$269K
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
3.34K+ 28.74% |
$108K - $117K
|
15K
$542K
|
|
Jul 18, 2024
Q2 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
9.35K+ 44.93% |
$302K - $327K
|
30.2K
$1.09M
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
58New |
$1.88K - $2.02K
|
58
$2.1K
|
|
Jul 18, 2024
Q2 2024
|
Old Port Advisors
|
BUY
|
- |
240+ 1.9% |
$7.76K - $8.38K
|
12.9K
$466K
|
|
Jul 18, 2024
Q2 2024
|
Mason & Associates Inc
|
BUY
|
- |
6.32KNew |
$204K - $221K
|
6.32K
$229K
|
|
Jul 18, 2024
Q2 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
SELL
|
- |
-9.94K- 89.23% |
$321K - $347K
|
1.2K
$43.5K
|
|
Jul 17, 2024
Q2 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
8.75K+ 2.33% |
$283K - $305K
|
384K
$13.9M
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
139+ 38.19% |
$4.49K - $4.85K
|
503
$18.2K
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-39.6K- 65.99% |
$1.28M - $1.38M
|
20.4K
$739K
|
|
Jul 17, 2024
Q2 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-720- 4.88% |
$23.3K - $25.1K
|
14K
$508K
|
|
Jul 17, 2024
Q2 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
17.8KNew |
$575K - $621K
|
17.8K
$645K
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
5.07K+ 1.09% |
$164K - $177K
|
468K
$17M
|
|
Jul 17, 2024
Q2 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
608+ 0.77% |
$19.7K - $21.2K
|
79.3K
$2.88M
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
15.2K+ 2.92% |
$490K - $529K
|
534K
$19.3M
|
|
Jul 16, 2024
Q2 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
82.4KNew |
$2.66M - $2.88M
|
82.4K
$2.99M
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-4.51K- 3.66% |
$146K - $158K
|
119K
$4.31M
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
623+ 8.87% |
$20.1K - $21.7K
|
7.65K
$277K
|
|
Jul 16, 2024
Q2 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
55+ 0.19% |
$1.78K - $1.92K
|
28.5K
$1.03M
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.92K+ 70.86% |
$61.9K - $66.9K
|
4.62K
$167K
|
|
Jul 16, 2024
Q2 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
5.92K+ 41.64% |
$192K - $207K
|
20.2K
$731K
|
|
Jul 16, 2024
Q2 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-237- 1.98% |
$7.66K - $8.27K
|
11.7K
$425K
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-486- 2.84% |
$15.7K - $17K
|
16.6K
$603K
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
6.07K+ 11.24% |
$196K - $212K
|
60.1K
$2.18M
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
6.29K+ 6.1% |
$203K - $219K
|
109K
$3.96M
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
110K+ 121.88% |
$3.56M - $3.85M
|
201K
$7.28M
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
90+ 3.5% |
$2.91K - $3.14K
|
2.66K
$96.4K
|
|
Jul 15, 2024
Q2 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
4.02K+ 9.37% |
$130K - $140K
|
46.9K
$1.7M
|
|
Jul 15, 2024
Q2 2024
|
Park National Corp
|
BUY
|
- |
646KNew |
$20.9M - $22.5M
|
646K
$23.4M
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3M+ 38705.42% |
$97M - $105M
|
3.01M
$109M
|
|
Jul 12, 2024
Q2 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
38.2K+ 300.17% |
$1.23M - $1.33M
|
50.9K
$1.85M
|
|
Jul 12, 2024
Q2 2024
|
Accel Wealth Management
|
BUY
|
- |
672+ 9.09% |
$21.7K - $23.5K
|
8.06K
$292K
|
|
Jul 12, 2024
Q2 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-1.95K- 3.44% |
$63K - $68.1K
|
54.7K
$1.98M
|
|
Jul 12, 2024
Q2 2024
|
626 Financial, LLC
|
BUY
|
- |
6.49KNew |
$210K - $226K
|
6.49K
$235K
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.19K+ 7.78% |
$103K - $111K
|
44.2K
$1.6M
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.52K+ 3.78% |
$49.1K - $53K
|
41.7K
$1.51M
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
2.53K+ 14.9% |
$81.7K - $88.2K
|
19.5K
$706K
|
|
Jul 12, 2024
Q2 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
48+ 0.45% |
$1.55K - $1.68K
|
10.6K
$384K
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
SELL
|
- |
-2.78K- 2.86% |
$89.8K - $96.9K
|
94.2K
$3.41M
|
|
Jul 11, 2024
Q2 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
5.66K+ 32.6% |
$183K - $197K
|
23K
$834K
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
7.28K+ 145.16% |
$235K - $254K
|
12.3K
$446K
|
|
Jul 10, 2024
Q2 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1.27K+ 0.7% |
$41K - $44.3K
|
182K
$6.6M
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
BUY
|
- |
8.25KNew |
$267K - $288K
|
8.25K
$299K
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.07K+ 16.69% |
$164K - $177K
|
35.5K
$1.29M
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.48K+ 9.58% |
$47.7K - $51.5K
|
16.9K
$612K
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
649+ 26.83% |
$21K - $22.7K
|
3.07K
$111K
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.01KNew |
$32.5K - $35.1K
|
1.01K
$36.4K
|
|
Jul 05, 2024
Q2 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
2+ 0.48% |
$64.7 - $69.8
|
419
$15.2K
|