Latest Institutional Purchases of First Tr ETF Vi Smid Cap Risin (SDVY)
This list provides information on the latest institutional transactions involving First Tr ETF Vi Smid Cap Risin (SDVY) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
757+ 10.42% |
$24.7K - $27.8K
|
8.02K
$298K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
753+ 3.16% |
$24.6K - $27.6K
|
24.5K
$911K
|
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
BUY
|
- |
742+ 8.12% |
$24.2K - $27.2K
|
9.88K
$367K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
737New |
$24.1K - $27K
|
737
$27.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
734+ 0.91% |
$24K - $26.9K
|
81.6K
$3.03M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
687+ 0.9% |
$22.4K - $25.2K
|
77K
$2.86M
|
|
|
Nov 06, 2024
Q3 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
675New |
$22K - $24.8K
|
675
$25.1K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
666New |
$21.7K - $24.4K
|
666
$24.7K
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
635+ 9.88% |
$20.7K - $23.3K
|
7.06K
$262K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
584+ 1.58% |
$19.1K - $21.4K
|
37.4K
$1.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
531+ 6.9% |
$17.3K - $19.5K
|
8.22K
$305K
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
BUY
|
- |
481+ 4.62% |
$15.7K - $17.6K
|
10.9K
$404K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
465+ 1.29% |
$15.2K - $17.1K
|
36.6K
$1.36M
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
442+ 0.6% |
$14.4K - $16.2K
|
74.1K
$2.75M
|
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
431+ 6.22% |
$14.1K - $15.8K
|
7.36K
$273K
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
BUY
|
- |
403+ 5.0% |
$13.2K - $14.8K
|
8.46K
$314K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
400New |
$13.1K - $14.7K
|
400
$14.8K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
384+ 1324.14% |
$12.5K - $14.1K
|
413
$15.3K
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
383+ 0.41% |
$12.5K - $14.1K
|
94.6K
$3.51M
|
|
|
Nov 08, 2024
Q3 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
365+ 3.89% |
$11.9K - $13.4K
|
9.74K
$362K
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
343+ 0.76% |
$11.2K - $12.6K
|
45.2K
$1.68M
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
319New |
$10.4K - $11.7K
|
319
$11.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
300+ 0.12% |
$9.8K - $11K
|
251K
$9.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
295+ 2.0% |
$9.63K - $10.8K
|
15.1K
$559K
|
|
|
Nov 12, 2024
Q3 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
260+ 0.53% |
$8.49K - $9.54K
|
49.1K
$1.82M
|
|
|
Oct 31, 2024
Q3 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
247+ 3.27% |
$8.06K - $9.06K
|
7.8K
$290K
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
225+ 1.16% |
$7.35K - $8.26K
|
19.7K
$731K
|
|
|
Oct 24, 2024
Q3 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
224+ 0.38% |
$7.31K - $8.22K
|
58.6K
$2.18M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
200New |
$6.53K - $7.34K
|
200
$7.42K
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
197New |
$6.43K - $7.23K
|
197
$7.31K
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
194New |
$6.33K - $7.12K
|
194
$7.2K
|
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
149+ 1.4% |
$4.86K - $5.47K
|
10.8K
$399K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
148+ 3.77% |
$4.83K - $5.43K
|
4.07K
$151K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
128New |
$4.18K - $4.7K
|
128
$4.75K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
100New |
$3.27K - $3.67K
|
100
$3.71K
|
|
|
Oct 25, 2024
Q3 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
86+ 0.61% |
$2.81K - $3.16K
|
14.1K
$524K
|
|
|
Oct 31, 2024
Q3 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
71+ 0.33% |
$2.32K - $2.6K
|
21.9K
$811K
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
61+ 1.24% |
$1.99K - $2.24K
|
4.97K
$185K
|
|
|
Nov 04, 2024
Q3 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
37+ 0.15% |
$1.21K - $1.36K
|
23.9K
$888K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
36New |
$1.18K - $1.32K
|
36
$1.34K
|
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
27+ 0.23% |
$882 - $991
|
11.8K
$440K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
9+ 0.05% |
$294 - $330
|
16.6K
$618K
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
8+ 0.07% |
$261 - $294
|
11.9K
$442K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
3+ 0.02% |
$97.9 - $110
|
17.9K
$664K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
3+ 0.35% |
$97.9 - $110
|
851
$31.6K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
1+ 1.05% |
$32.7 - $36.7
|
96
$3.56K
|
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 0.24% |
$32.7 - $36.7
|
420
$15.6K
|
|
| Q2 2024 | |||||||
|
Aug 08, 2024
Q2 2024
|
Tmd Wealth Management, LLC
|
BUY
|
- |
113K+ 52.82% |
$3.66M - $3.95M
|
327K
$12.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
82.4KNew |
$2.66M - $2.88M
|
82.4K
$3.06M
|
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
15.8KNew |
$509K - $550K
|
15.8K
$585K
|
|