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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2024
Q4 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
394New |
$10.4K - $13.1K
|
394
$14.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
41New |
$1.09K - $1.36K
|
41
$1.52K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
9New |
$238 - $299
|
9
$334
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1New |
$26.5 - $33.2
|
1
$37.1
|
|
| Q3 2023 | |||||||
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
BUY
|
- |
3.99K+ 41.96% |
$110K - $121K
|
13.5K
$501K
|
|
|
Oct 25, 2023
Q3 2023
|
Sawyer & Company, Inc
|
BUY
|
- |
848New |
$23.5K - $25.8K
|
848
$31.5K
|
|
| Q2 2023 | |||||||
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.32K+ 30.69% |
$57.9K - $65.8K
|
9.89K
$367K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
395+ 21.63% |
$9.84K - $11.2K
|
2.22K
$82.4K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
205New |
$5.11K - $5.8K
|
205
$7.61K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
200+ 100.0% |
$4.98K - $5.66K
|
400
$14.8K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
100New |
$2.49K - $2.83K
|
100
$3.71K
|
|
| Q1 2023 | |||||||
|
Apr 17, 2023
Q1 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
17.4KNew |
$445K - $517K
|
17.4K
$646K
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
9.13KNew |
$233K - $271K
|
9.13K
$339K
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
1.3KNew |
$33.1K - $38.5K
|
1.3K
$48.1K
|
|
| Q4 2022 | |||||||
|
Feb 06, 2023
Q4 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
2.5KNew |
$59.5K - $69.3K
|
2.5K
$92.8K
|
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
BUY
|
- |
247New |
$5.87K - $6.85K
|
247
$9.17K
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
179New |
$4.26K - $4.96K
|
179
$6.64K
|
|
| Q3 2022 | |||||||
|
Mar 28, 2023
Q3 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
121KNew |
$2.78M - $3.35M
|
121K
$4.49M
|
|
|
Oct 27, 2022
Q3 2022
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
10KNew |
$230K - $278K
|
10K
$371K
|
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
5.61K+ 25.6% |
$129K - $156K
|
27.5K
$1.02M
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
BUY
|
- |
1.48KNew |
$34K - $41K
|
1.48K
$54.8K
|
|
|
Oct 25, 2022
Q3 2022
|
Cutler Group LP
|
BUY
|
- |
300+ 150.0% |
$6.9K - $8.33K
|
500
$18.6K
|
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
254+ 0.42% |
$5.84K - $7.05K
|
60.5K
$2.25M
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
140New |
$3.22K - $3.89K
|
140
$5.2K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.28K+ 15.42% |
$30.2K - $36.1K
|
9.57K
$355K
|
|
|
Jul 26, 2022
Q2 2022
|
Key F Inancial Inc
|
BUY
|
- |
924New |
$21.8K - $26.1K
|
924
$34.3K
|
|
| Q1 2022 | |||||||
|
May 10, 2022
Q1 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
9+ 30.0% |
$245 - $278
|
39
$1.45K
|
|