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 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
666New |
$21.7K - $24.4K
|
666
$23.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
400New |
$13.1K - $14.7K
|
400
$14.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
300+ 0.12% |
$9.8K - $11K
|
251K
$9.01M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
200New |
$6.53K - $7.34K
|
200
$7.19K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
100New |
$3.27K - $3.67K
|
100
$3.6K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
36New |
$1.18K - $1.32K
|
36
$1.29K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
1+ 1.05% |
$32.7 - $36.7
|
96
$3.45K
|
|
| Q2 2024 | |||||||
|
Aug 08, 2024
Q2 2024
|
Tmd Wealth Management, LLC
|
BUY
|
- |
113K+ 52.82% |
$3.66M - $3.95M
|
327K
$11.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
12.6KNew |
$408K - $440K
|
12.6K
$453K
|
|
|
Aug 14, 2024
Q2 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
10.1KNew |
$325K - $351K
|
10.1K
$361K
|
|
|
Jul 25, 2024
Q2 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
6.04KNew |
$195K - $211K
|
6.04K
$217K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
58New |
$1.88K - $2.02K
|
58
$2.09K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
31New |
$1K - $1.08K
|
31
$1.11K
|
|
|
Jul 02, 2024
Q2 2024
|
M&R Capital Management Inc
|
BUY
|
- |
5+ 2.33% |
$162 - $175
|
220
$7.91K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
677K+ 781.48% |
$21.1M - $23.6M
|
763K
$27.4M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
258K+ 63.17% |
$8.04M - $8.97M
|
666K
$23.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
38.6KNew |
$1.2M - $1.34M
|
38.6K
$1.39M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
16.5KNew |
$515K - $575K
|
16.5K
$593K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
6.5KNew |
$203K - $226K
|
6.5K
$234K
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
3.68KNew |
$115K - $128K
|
3.68K
$132K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
2.77K+ 17.46% |
$86.4K - $96.3K
|
18.6K
$669K
|
|
|
May 15, 2024
Q1 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
2.68KNew |
$83.6K - $93.2K
|
2.68K
$96.3K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
2.5KNew |
$78K - $87.1K
|
2.5K
$89.9K
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
642New |
$20K - $22.4K
|
642
$23.1K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
472New |
$14.7K - $16.4K
|
472
$17K
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
150New |
$4.68K - $5.22K
|
150
$5.39K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
100New |
$3.12K - $3.48K
|
100
$3.6K
|
|
|
Apr 17, 2024
Q1 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
13New |
$406 - $453
|
13
$467
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
13.6K+ 13.27% |
$359K - $451K
|
116K
$4.17M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
9.14KNew |
$242K - $304K
|
9.14K
$328K
|
|
|
Feb 14, 2024
Q4 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
8.7KNew |
$230K - $289K
|
8.7K
$313K
|
|
|
Jan 22, 2024
Q4 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
394New |
$10.4K - $13.1K
|
394
$14.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
9New |
$238 - $299
|
9
$324
|
|
| Q3 2023 | |||||||
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
BUY
|
- |
3.99K+ 41.96% |
$110K - $121K
|
13.5K
$485K
|
|
| Q2 2023 | |||||||
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.32K+ 30.69% |
$57.9K - $65.8K
|
9.89K
$356K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
395+ 21.63% |
$9.84K - $11.2K
|
2.22K
$79.8K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
100New |
$2.49K - $2.83K
|
100
$3.6K
|
|
| Q1 2023 | |||||||
|
Apr 17, 2023
Q1 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
17.4KNew |
$445K - $517K
|
17.4K
$626K
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
9.13KNew |
$233K - $271K
|
9.13K
$328K
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
1.3KNew |
$33.1K - $38.5K
|
1.3K
$46.6K
|
|
| Q4 2022 | |||||||
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
BUY
|
- |
247New |
$5.87K - $6.85K
|
247
$8.88K
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
179New |
$4.26K - $4.96K
|
179
$6.44K
|
|
| Q3 2022 | |||||||
|
Oct 27, 2022
Q3 2022
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
10KNew |
$230K - $278K
|
10K
$360K
|
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
5.61K+ 25.6% |
$129K - $156K
|
27.5K
$990K
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
BUY
|
- |
1.48KNew |
$34K - $41K
|
1.48K
$53.1K
|
|
|
Oct 25, 2022
Q3 2022
|
Cutler Group LP
|
BUY
|
- |
300+ 150.0% |
$6.9K - $8.33K
|
500
$18K
|
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
254+ 0.42% |
$5.84K - $7.05K
|
60.5K
$2.18M
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
140New |
$3.22K - $3.89K
|
140
$5.03K
|
|
| Q2 2022 | |||||||
|
Jul 26, 2022
Q2 2022
|
Key F Inancial Inc
|
BUY
|
- |
924New |
$21.8K - $26.1K
|
924
$33.2K
|
|
| Q1 2022 | |||||||
|
May 10, 2022
Q1 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
9+ 30.0% |
$245 - $278
|
39
$1.4K
|
|