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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
2.68KNew |
$83.6K - $93.2K
|
2.68K
$102K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
43.9KNew |
$1.37M - $1.53M
|
43.9K
$1.67M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
258K+ 63.17% |
$8.04M - $8.97M
|
666K
$25.3M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
677K+ 781.48% |
$21.1M - $23.6M
|
763K
$29M
|
|
|
May 13, 2024
Q1 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-1.27K- 17.21% |
$39.6K - $44.2K
|
6.11K
$233K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
100New |
$3.12K - $3.48K
|
100
$3.8K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.55KNew |
$48.2K - $53.8K
|
1.55K
$58.8K
|
|
|
May 10, 2024
Q1 2024
|
Chiron Capital Management, LLC
|
SELL
|
- |
-37.1K- 83.09% |
$1.16M - $1.29M
|
7.55K
$287K
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.62K+ 15.84% |
$50.5K - $56.3K
|
11.8K
$450K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
2.5KNew |
$78K - $87.1K
|
2.5K
$95.1K
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
37.7KNew |
$1.18M - $1.31M
|
37.7K
$1.43M
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
BUY
|
- |
1.49K+ 18.13% |
$46.5K - $51.8K
|
9.7K
$369K
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
642New |
$20K - $22.4K
|
642
$24.4K
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
3.68KNew |
$115K - $128K
|
3.68K
$140K
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
BUY
|
- |
432New |
$13.5K - $15K
|
432
$16.4K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
2.77K+ 17.46% |
$86.4K - $96.3K
|
18.6K
$708K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
472New |
$14.7K - $16.4K
|
472
$18K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
38.6KNew |
$1.2M - $1.34M
|
38.6K
$1.47M
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
BUY
|
- |
31.3KNew |
$977K - $1.09M
|
31.3K
$1.19M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
6.5KNew |
$203K - $226K
|
6.5K
$247K
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
150New |
$4.68K - $5.22K
|
150
$5.71K
|
|
|
Apr 23, 2024
Q1 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
8.06KNew |
$252K - $281K
|
8.06K
$307K
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-216- 72.24% |
$6.74K - $7.52K
|
83
$3.16K
|
|
|
Apr 17, 2024
Q1 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
13New |
$406 - $453
|
13
$495
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
500New |
$15.6K - $17.4K
|
500
$19K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
190+ 19.59% |
$5.93K - $6.62K
|
1.16K
$44.1K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
8.7KNew |
$230K - $289K
|
8.7K
$331K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
9New |
$238 - $299
|
9
$342
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1New |
$26.5 - $33.2
|
1
$38.1
|
|
|
Feb 13, 2024
Q4 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
13.6K+ 13.27% |
$359K - $451K
|
116K
$4.41M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
422New |
$11.2K - $14K
|
422
$16.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
41New |
$1.09K - $1.36K
|
41
$1.56K
|
|
|
Feb 08, 2024
Q4 2023
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
7.6KNew |
$201K - $252K
|
7.6K
$289K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
9.14KNew |
$242K - $304K
|
9.14K
$348K
|
|
|
Jan 22, 2024
Q4 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
394New |
$10.4K - $13.1K
|
394
$15K
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-30- 50.85% |
$794 - $997
|
29
$1.1K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
5.81KNew |
$154K - $193K
|
5.81K
$221K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-4.17K- 3.29% |
$115K - $127K
|
123K
$4.67M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.29K- 1.13% |
$35.6K - $39.1K
|
113K
$4.28M
|
|
|
Nov 03, 2023
Q3 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-129K- 94.36% |
$3.56M - $3.91M
|
7.69K
$293K
|
|
|
Oct 25, 2023
Q3 2023
|
Sawyer & Company, Inc
|
BUY
|
- |
848New |
$23.5K - $25.8K
|
848
$32.3K
|
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
BUY
|
- |
3.99K+ 41.96% |
$110K - $121K
|
13.5K
$513K
|
|
| Q2 2023 | |||||||
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
205New |
$5.11K - $5.8K
|
205
$7.8K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
100New |
$2.49K - $2.83K
|
100
$3.8K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.32K+ 30.69% |
$57.9K - $65.8K
|
9.89K
$376K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
200+ 100.0% |
$4.98K - $5.66K
|
400
$15.2K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
395+ 21.63% |
$9.84K - $11.2K
|
2.22K
$84.5K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
9.13KNew |
$233K - $271K
|
9.13K
$347K
|
|
|
May 15, 2023
Q1 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-10.8K- 10.39% |
$276K - $321K
|
93.2K
$3.55M
|
|
|
Apr 27, 2023
Q1 2023
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-112- 0.24% |
$2.86K - $3.33K
|
46.8K
$1.78M
|
|