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 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.15K- 59.86% |
$70.2K - $78.9K
|
1.44K
$54.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
39.7K+ 41.91% |
$1.3M - $1.46M
|
135K
$5.06M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.63M+ 17.12% |
$85.8M - $96.4M
|
18M
$676M
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
3+ 0.02% |
$97.9 - $110
|
17.9K
$673K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
30K+ 18.45% |
$980K - $1.1M
|
193K
$7.24M
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
10.2K+ 20.07% |
$333K - $374K
|
61K
$2.29M
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-12.7K- 10.54% |
$416K - $468K
|
108K
$4.07M
|
|
|
Nov 08, 2024
Q3 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
1.97K+ 5.47% |
$64.5K - $72.4K
|
38.1K
$1.43M
|
|
|
Nov 08, 2024
Q3 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
117KNew |
$3.82M - $4.3M
|
117K
$4.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
8.73KNew |
$285K - $320K
|
8.73K
$328K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
465+ 1.29% |
$15.2K - $17.1K
|
36.6K
$1.37M
|
|
|
Nov 07, 2024
Q3 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
13.1K+ 57.01% |
$428K - $481K
|
36.1K
$1.36M
|
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
27+ 0.23% |
$882 - $991
|
11.8K
$445K
|
|
|
Nov 07, 2024
Q3 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
9.88KNew |
$323K - $362K
|
9.88K
$371K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-17.9K- 25.88% |
$585K - $658K
|
51.3K
$1.93M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
115K+ 20.96% |
$3.74M - $4.21M
|
662K
$24.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.4K+ 8.38% |
$78.3K - $88K
|
31K
$1.17M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
666New |
$21.7K - $24.4K
|
666
$25K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
523K+ 25.85% |
$17.1M - $19.2M
|
2.54M
$95.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.11K+ 7.25% |
$102K - $114K
|
46.1K
$1.73M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-28.9K- 64.68% |
$945K - $1.06M
|
15.8K
$594K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.1K+ 14.23% |
$35.8K - $40.3K
|
8.82K
$331K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
8.39K+ 7.33% |
$274K - $308K
|
123K
$4.62M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
31.7K+ 76.45% |
$1.04M - $1.16M
|
73.2K
$2.75M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
80K+ 33.22% |
$2.61M - $2.93M
|
321K
$12.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
1.99K+ 13.82% |
$65.1K - $73.2K
|
16.4K
$617K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-348- 5.33% |
$11.4K - $12.8K
|
6.18K
$232K
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
16.1K+ 102.73% |
$526K - $592K
|
31.8K
$1.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
14.3KNew |
$466K - $524K
|
14.3K
$536K
|
|
|
Nov 04, 2024
Q3 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
37+ 0.15% |
$1.21K - $1.36K
|
23.9K
$899K
|
|
|
Nov 04, 2024
Q3 2024
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
8.04KNew |
$262K - $295K
|
8.04K
$302K
|
|
|
Nov 04, 2024
Q3 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
17.6K+ 10.64% |
$574K - $645K
|
183K
$6.87M
|
|
|
Nov 04, 2024
Q3 2024
|
Advantage Trust CO
Salina, KS |
SELL
|
- |
-4.05K- 0.99% |
$132K - $149K
|
404K
$15.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
13K+ 19.11% |
$424K - $476K
|
80.9K
$3.04M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
153K+ 44.29% |
$5M - $5.62M
|
499K
$18.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
75.9KNew |
$2.48M - $2.79M
|
75.9K
$2.85M
|
|
|
Nov 01, 2024
Q3 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
15.8K+ 6.86% |
$517K - $581K
|
246K
$9.26M
|
|
|
Nov 01, 2024
Q3 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
27.3K+ 13.72% |
$892K - $1M
|
226K
$8.51M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
18.1K+ 4.2% |
$589K - $662K
|
448K
$16.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
811+ 6.95% |
$26.5K - $29.8K
|
12.5K
$469K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
1.65K+ 105.18% |
$53.7K - $60.4K
|
3.21K
$121K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
8.54K+ 2.05% |
$279K - $313K
|
425K
$16M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
1.9KNew |
$62K - $69.7K
|
1.9K
$71.4K
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
635+ 9.88% |
$20.7K - $23.3K
|
7.06K
$265K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-9.24K- 15.38% |
$302K - $339K
|
50.8K
$1.91M
|
|
|
Oct 31, 2024
Q3 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-2.29K- 16.36% |
$74.9K - $84.2K
|
11.7K
$441K
|
|
|
Oct 31, 2024
Q3 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
7.72KNew |
$252K - $283K
|
7.72K
$290K
|
|
|
Oct 31, 2024
Q3 2024
|
Presidio Capital Management, LLC
|
BUY
|
- |
47K+ 16.16% |
$1.53M - $1.72M
|
338K
$12.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-1.1K- 10.33% |
$35.8K - $40.2K
|
9.53K
$358K
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
9.78K+ 14.39% |
$319K - $359K
|
77.8K
$2.92M
|