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 |
---|---|---|---|---|---|---|---|
Aug 08, 2022
Q2 2022
|
Truepoint, Inc.
|
SELL
|
- |
-24.5KClosed |
$578K - $690K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-2.48KClosed |
$58.6K - $70.1K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.5KNew |
$35.4K - $42.3K
|
1.5K
$54.3K
|
|
Jul 27, 2022
Q2 2022
|
Andesa Financial Management Inc.
|
SELL
|
- |
-41.6KClosed |
$982K - $1.17M
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Elite Wealth Management, Inc.
|
SELL
|
- |
-298- 1.42% |
$7.04K - $8.41K
|
20.7K
$751K
|
|
Jul 26, 2022
Q2 2022
|
Key F Inancial Inc
|
BUY
|
- |
924New |
$21.8K - $26.1K
|
924
$33.5K
|
|
Jul 20, 2022
Q2 2022
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-23.9KClosed |
$565K - $675K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.2KClosed |
$28.3K - $33.9K
|
0
$0
|
|
Q1 2022 | |||||||
May 13, 2022
Q1 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-14.6KClosed |
$396K - $450K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-6.4KClosed |
$174K - $198K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
9+ 30.0% |
$245 - $278
|
39
$1.41K
|
|
May 09, 2022
Q1 2022
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-14.7KClosed |
$400K - $455K
|
0
$0
|
|
Q4 2021 | |||||||
Feb 15, 2022
Q4 2021
|
Cypress Capital Group
|
SELL
|
- |
-7.78KClosed |
$222K - $240K
|
0
$0
|
|
Q3 2021 | |||||||
Jan 25, 2022
Q3 2021
|
Fulcrum Equity Management
|
SELL
|
- |
-21.6KClosed |
$597K - $651K
|
0
$0
|
|
Q2 2021 | |||||||
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-5.61K- 63.86% |
$157K - $171K
|
3.18K
$115K
|
|
Aug 05, 2021
Q2 2021
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-27.3KClosed |
$765K - $831K
|
0
$0
|