Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2024
Q3 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-924- 95.95% |
$30.2K - $33.9K
|
39
$1.56K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-715- 10.14% |
$23.3K - $26.2K
|
6.33K
$253K
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-696- 1.1% |
$22.7K - $25.5K
|
62.5K
$2.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-683- 5.83% |
$22.3K - $25.1K
|
11K
$441K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-546- 12.04% |
$17.8K - $20K
|
3.99K
$160K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-398- 0.88% |
$13K - $14.6K
|
44.7K
$1.79M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-348- 5.33% |
$11.4K - $12.8K
|
6.18K
$247K
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence LLC
|
SELL
|
- |
-301- 0.97% |
$9.83K - $11K
|
30.7K
$1.23M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-236- 23.48% |
$7.71K - $8.66K
|
769
$30.7K
|
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-172- 0.93% |
$5.62K - $6.31K
|
18.4K
$734K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-118- 20.63% |
$3.85K - $4.33K
|
454
$18.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-98- 13.76% |
$3.2K - $3.6K
|
614
$24.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-59- 23.05% |
$1.93K - $2.16K
|
197
$7.88K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-52- 0.51% |
$1.7K - $1.91K
|
10.1K
$403K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-19- 0.12% |
$620 - $697
|
15.7K
$626K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1- 0.01% |
$32.7 - $36.7
|
16.7K
$669K
|
|
| Q2 2024 | |||||||
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-75.1K- 77.44% |
$2.43M - $2.62M
|
21.9K
$875K
|
|
|
Aug 12, 2024
Q2 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-65.1K- 38.36% |
$2.1M - $2.27M
|
105K
$4.18M
|
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-39.6K- 65.99% |
$1.28M - $1.38M
|
20.4K
$816K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-14.5K- 7.58% |
$468K - $506K
|
177K
$7.06M
|
|
|
Jul 18, 2024
Q2 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
SELL
|
- |
-9.94K- 89.23% |
$321K - $347K
|
1.2K
$48K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-9.74K- 94.53% |
$315K - $340K
|
563
$22.5K
|
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-6.73K- 33.8% |
$218K - $235K
|
13.2K
$527K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.07K- 3.82% |
$66.8K - $72.1K
|
52K
$2.08M
|
|
|
Aug 06, 2024
Q2 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-1.12K- 1.42% |
$36K - $38.9K
|
77.5K
$3.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-525- 6.23% |
$17K - $18.3K
|
7.91K
$316K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-416- 24.73% |
$13.4K - $14.5K
|
1.27K
$50.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-226- 4.01% |
$7.31K - $7.89K
|
5.41K
$216K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-111K- 23.57% |
$3.47M - $3.87M
|
360K
$14.4M
|
|
|
May 10, 2024
Q1 2024
|
Chiron Capital Management, LLC
|
SELL
|
- |
-37.1K- 83.09% |
$1.16M - $1.29M
|
7.55K
$302K
|
|
|
May 13, 2024
Q1 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-1.27K- 17.21% |
$39.6K - $44.2K
|
6.11K
$244K
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-216- 72.24% |
$6.74K - $7.52K
|
83
$3.32K
|
|
| Q4 2023 | |||||||
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-30- 50.85% |
$794 - $997
|
29
$1.16K
|
|
| Q3 2023 | |||||||
|
Nov 03, 2023
Q3 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-129K- 94.36% |
$3.56M - $3.91M
|
7.69K
$307K
|
|
|
Nov 14, 2023
Q3 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-4.17K- 3.29% |
$115K - $127K
|
123K
$4.91M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.29K- 1.13% |
$35.6K - $39.1K
|
113K
$4.5M
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-10.8K- 10.39% |
$276K - $321K
|
93.2K
$3.73M
|
|
|
Apr 11, 2023
Q1 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-5.6K- 10.17% |
$143K - $166K
|
49.5K
$1.98M
|
|
|
Apr 27, 2023
Q1 2023
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-112- 0.24% |
$2.86K - $3.33K
|
46.8K
$1.87M
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-549K- 96.16% |
$13.1M - $15.2M
|
21.9K
$877K
|
|
|
Jan 27, 2023
Q4 2022
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-2.52K- 22.13% |
$59.8K - $69.7K
|
8.85K
$354K
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-73K- 54.6% |
$1.68M - $2.03M
|
60.7K
$2.43M
|
|
|
Nov 02, 2022
Q3 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-24.4K- 50.68% |
$562K - $678K
|
23.8K
$950K
|
|
| Q2 2022 | |||||||
|
Jul 27, 2022
Q2 2022
|
Andesa Financial Management Inc.
|
SELL
|
- |
-41.6KClosed |
$982K - $1.17M
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Truepoint, Inc.
|
SELL
|
- |
-24.5KClosed |
$578K - $690K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-23.9KClosed |
$565K - $675K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-8.98KClosed |
$212K - $253K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-3.47K- 10.52% |
$82K - $98K
|
29.5K
$1.18M
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-2.48KClosed |
$58.6K - $70.1K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.2KClosed |
$28.3K - $33.9K
|
0
$0
|
|