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
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.06K+ 2.27% |
$34.5K - $38.7K
|
47.5K
$1.79M
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
970+ 6.32% |
$31.7K - $35.6K
|
16.3K
$613K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
920+ 5.85% |
$30K - $33.8K
|
16.6K
$626K
|
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
872+ 10.82% |
$28.5K - $32K
|
8.93K
$336K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
834+ 2.25% |
$27.2K - $30.6K
|
37.9K
$1.43M
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
811+ 6.95% |
$26.5K - $29.8K
|
12.5K
$469K
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
757+ 10.42% |
$24.7K - $27.8K
|
8.02K
$302K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
737New |
$24.1K - $27K
|
737
$27.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
734+ 0.91% |
$24K - $26.9K
|
81.6K
$3.07M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
666New |
$21.7K - $24.4K
|
666
$25K
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
635+ 9.88% |
$20.7K - $23.3K
|
7.06K
$265K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
584+ 1.58% |
$19.1K - $21.4K
|
37.4K
$1.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
531+ 6.9% |
$17.3K - $19.5K
|
8.22K
$309K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
465+ 1.29% |
$15.2K - $17.1K
|
36.6K
$1.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
400New |
$13.1K - $14.7K
|
400
$15K
|
|
|
Nov 08, 2024
Q3 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
365+ 3.89% |
$11.9K - $13.4K
|
9.74K
$366K
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
343+ 0.76% |
$11.2K - $12.6K
|
45.2K
$1.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
300+ 0.12% |
$9.8K - $11K
|
251K
$9.42M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
200New |
$6.53K - $7.34K
|
200
$7.52K
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
197New |
$6.43K - $7.23K
|
197
$7.41K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
148+ 3.77% |
$4.83K - $5.43K
|
4.07K
$153K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
128New |
$4.18K - $4.7K
|
128
$4.81K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
100New |
$3.27K - $3.67K
|
100
$3.76K
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
61+ 1.24% |
$1.99K - $2.24K
|
4.97K
$187K
|
|
|
Nov 04, 2024
Q3 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
37+ 0.15% |
$1.21K - $1.36K
|
23.9K
$899K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
36New |
$1.18K - $1.32K
|
36
$1.35K
|
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
27+ 0.23% |
$882 - $991
|
11.8K
$445K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
3+ 0.02% |
$97.9 - $110
|
17.9K
$673K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
3+ 0.35% |
$97.9 - $110
|
851
$32K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
1+ 1.05% |
$32.7 - $36.7
|
96
$3.61K
|
|
| Q2 2024 | |||||||
|
Aug 08, 2024
Q2 2024
|
Tmd Wealth Management, LLC
|
BUY
|
- |
113K+ 52.82% |
$3.66M - $3.95M
|
327K
$12.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
15.8KNew |
$509K - $550K
|
15.8K
$592K
|
|
|
Aug 13, 2024
Q2 2024
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
12.6KNew |
$408K - $440K
|
12.6K
$474K
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
12KNew |
$389K - $420K
|
12K
$452K
|
|
|
Aug 14, 2024
Q2 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
10.1KNew |
$325K - $351K
|
10.1K
$378K
|
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
BUY
|
- |
8.25KNew |
$267K - $288K
|
8.25K
$310K
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
6.8K+ 11.3% |
$220K - $237K
|
67K
$2.52M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
6.15KNew |
$199K - $215K
|
6.15K
$231K
|
|
|
Jul 25, 2024
Q2 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
6.04KNew |
$195K - $211K
|
6.04K
$227K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.86K+ 76.74% |
$190K - $205K
|
13.5K
$508K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
3.79KNew |
$122K - $132K
|
3.79K
$142K
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
1.75K+ 15.75% |
$56.6K - $61.2K
|
12.9K
$484K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
268+ 1.28% |
$8.66K - $9.36K
|
21.1K
$794K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
150New |
$4.85K - $5.24K
|
150
$5.64K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
58New |
$1.88K - $2.02K
|
58
$2.18K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
31New |
$1K - $1.08K
|
31
$1.17K
|
|
|
Jul 02, 2024
Q2 2024
|
M&R Capital Management Inc
|
BUY
|
- |
5+ 2.33% |
$162 - $175
|
220
$8.27K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
677K+ 781.48% |
$21.1M - $23.6M
|
763K
$28.7M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
258K+ 63.17% |
$8.04M - $8.97M
|
666K
$25M
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
43.9KNew |
$1.37M - $1.53M
|
43.9K
$1.65M
|
|