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 |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2024
Q3 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
79.2KNew |
$2.59M - $2.91M
|
79.2K
$3.02M
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-2.57K- 7.93% |
$83.8K - $94.1K
|
29.8K
$1.14M
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
3.42K+ 1.88% |
$112K - $125K
|
185K
$7.07M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-236- 23.48% |
$7.71K - $8.66K
|
769
$29.3K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
128New |
$4.18K - $4.7K
|
128
$4.88K
|
|
|
Oct 04, 2024
Q3 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
6.59KNew |
$215K - $242K
|
6.59K
$251K
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
BUY
|
- |
54.8KNew |
$1.79M - $2.01M
|
54.8K
$2.09M
|
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
431+ 6.22% |
$14.1K - $15.8K
|
7.36K
$280K
|
|
|
Oct 02, 2024
Q3 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
53.9KNew |
$1.76M - $1.98M
|
53.9K
$2.05M
|
|
|
Oct 01, 2024
Q3 2024
|
Park National Corp
|
BUY
|
- |
1.89M+ 292.04% |
$61.6M - $69.2M
|
2.53M
$96.4M
|
|
| Q2 2024 | |||||||
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
48.7K+ 251.97% |
$1.58M - $1.7M
|
68.1K
$2.59M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.86K+ 76.74% |
$190K - $205K
|
13.5K
$514K
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
6.15KNew |
$199K - $215K
|
6.15K
$234K
|
|
|
Aug 14, 2024
Q2 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
10.1KNew |
$325K - $351K
|
10.1K
$383K
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
1.75K+ 15.75% |
$56.6K - $61.2K
|
12.9K
$490K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-226- 4.01% |
$7.31K - $7.89K
|
5.41K
$206K
|
|
|
Aug 13, 2024
Q2 2024
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
12.6KNew |
$408K - $440K
|
12.6K
$480K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
268+ 1.28% |
$8.66K - $9.36K
|
21.1K
$805K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-14.5K- 7.58% |
$468K - $506K
|
177K
$6.72M
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-9.74K- 94.53% |
$315K - $340K
|
563
$21.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-65.1K- 38.36% |
$2.1M - $2.27M
|
105K
$3.98M
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
6.8K+ 11.3% |
$220K - $237K
|
67K
$2.55M
|
|
|
Aug 09, 2024
Q2 2024
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-525- 6.23% |
$17K - $18.3K
|
7.91K
$301K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
3.79KNew |
$122K - $132K
|
3.79K
$144K
|
|
|
Aug 08, 2024
Q2 2024
|
Tmd Wealth Management, LLC
|
BUY
|
- |
113K+ 52.82% |
$3.66M - $3.95M
|
327K
$12.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-75.1K- 77.44% |
$2.43M - $2.62M
|
21.9K
$834K
|
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-6.73K- 33.8% |
$218K - $235K
|
13.2K
$502K
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
82.4KNew |
$2.66M - $2.88M
|
82.4K
$3.14M
|
|
|
Aug 06, 2024
Q2 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-1.12K- 1.42% |
$36K - $38.9K
|
77.5K
$2.95M
|
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
15.8KNew |
$509K - $550K
|
15.8K
$600K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.88K+ 1197.45% |
$60.8K - $65.6K
|
2.04K
$77.6K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.07K- 3.82% |
$66.8K - $72.1K
|
52K
$1.98M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.29K+ 7.55% |
$74K - $79.9K
|
32.6K
$1.24M
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-3.17K- 0.82% |
$103K - $111K
|
384K
$14.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
12KNew |
$389K - $420K
|
12K
$458K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
150New |
$4.85K - $5.24K
|
150
$5.71K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-416- 24.73% |
$13.4K - $14.5K
|
1.27K
$48.2K
|
|
|
Jul 25, 2024
Q2 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
6.04KNew |
$195K - $211K
|
6.04K
$230K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
31New |
$1K - $1.08K
|
31
$1.18K
|
|
|
Jul 19, 2024
Q2 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
6.34KNew |
$205K - $221K
|
6.34K
$242K
|
|
|
Jul 18, 2024
Q2 2024
|
Old Port Advisors
|
BUY
|
- |
240+ 1.9% |
$7.76K - $8.38K
|
12.9K
$490K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
58New |
$1.88K - $2.02K
|
58
$2.21K
|
|
|
Jul 18, 2024
Q2 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
SELL
|
- |
-9.94K- 89.23% |
$321K - $347K
|
1.2K
$45.7K
|
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-39.6K- 65.99% |
$1.28M - $1.38M
|
20.4K
$777K
|
|
|
Jul 12, 2024
Q2 2024
|
626 Financial, LLC
|
BUY
|
- |
6.49KNew |
$210K - $226K
|
6.49K
$247K
|
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
BUY
|
- |
8.25KNew |
$267K - $288K
|
8.25K
$314K
|
|
|
Jul 02, 2024
Q2 2024
|
M&R Capital Management Inc
|
BUY
|
- |
5+ 2.33% |
$162 - $175
|
220
$8.38K
|
|
| Q1 2024 | |||||||
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.04KNew |
$32.5K - $36.3K
|
1.04K
$39.7K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
16.5KNew |
$515K - $575K
|
16.5K
$629K
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-111K- 23.57% |
$3.47M - $3.87M
|
360K
$13.7M
|
|