Purchases and Sales Made in Q1 2024 in First Tr ETF Vi Smid Cap Risin (SDVY)
This table provides information about the institutional ownership of First Tr ETF Vi Smid Cap Risin (SDVY) during Q1 2024. The information is specifically focused on institutions that hold shares of FIRST TR ETF VI SMID CAP RISIN.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.22M+ 67.76% |
$132M - $147M
|
10.5M
$375M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.22M+ 67.76% |
$132M - $147M
|
10.5M
$375M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.16M+ 45.74% |
$130M - $145M
|
13.3M
$475M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.88M+ 64.41% |
$90M - $100M
|
7.36M
$264M
|
|
|
Apr 17, 2024
Q1 2024
|
Lvz, Inc.
|
BUY
|
- |
2.69MNew |
$84.1M - $93.8M
|
2.69M
$96.5M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
2.14M+ 125.22% |
$66.7M - $74.4M
|
3.84M
$138M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2M+ 115.03% |
$62.5M - $69.7M
|
3.74M
$134M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.43M+ 347.0% |
$44.6M - $49.8M
|
1.84M
$65.9M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.07M+ 59.12% |
$33.3M - $37.2M
|
2.87M
$103M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
854K+ 54.16% |
$26.6M - $29.7M
|
2.43M
$87.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
BUY
|
- |
810KNew |
$25.3M - $28.2M
|
810K
$29M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
729K+ 69.7% |
$22.7M - $25.4M
|
1.77M
$63.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
728K+ 28.21% |
$22.7M - $25.3M
|
3.31M
$118M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
688K+ 63.27% |
$21.5M - $24M
|
1.78M
$63.6M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
677K+ 781.48% |
$21.1M - $23.6M
|
763K
$27.3M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
534K+ 3359.67% |
$16.7M - $18.6M
|
550K
$19.7M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
522K+ 33.28% |
$16.3M - $18.2M
|
2.09M
$74.9M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
415K+ 98.39% |
$12.9M - $14.4M
|
836K
$30M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
365K+ 17.36% |
$11.4M - $12.7M
|
2.47M
$88.5M
|
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
330KNew |
$10.3M - $11.5M
|
330K
$11.8M
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
315K+ 212.7% |
$9.83M - $11M
|
463K
$16.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Presidio Capital Management, LLC
|
BUY
|
- |
299KNew |
$9.32M - $10.4M
|
299K
$10.7M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
283K+ 74.42% |
$8.84M - $9.86M
|
663K
$23.8M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
276K+ 24.54% |
$8.62M - $9.61M
|
1.4M
$50.2M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
258K+ 63.17% |
$8.04M - $8.97M
|
666K
$23.8M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
253K+ 49.36% |
$7.88M - $8.79M
|
764K
$27.4M
|
|
|
May 13, 2024
Q1 2024
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
250KNew |
$7.8M - $8.71M
|
250K
$8.96M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
248K+ 99.23% |
$7.74M - $8.64M
|
498K
$17.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Astor Investment Management LLC
|
BUY
|
- |
247KNew |
$7.71M - $8.6M
|
247K
$8.85M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
242K+ 236.58% |
$7.57M - $8.44M
|
345K
$12.4M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
238K+ 32.66% |
$7.43M - $8.29M
|
966K
$34.6M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
233KNew |
$7.27M - $8.11M
|
233K
$8.34M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
225K+ 49.28% |
$7.01M - $7.83M
|
681K
$24.4M
|
|
|
May 14, 2024
Q1 2024
|
Tmd Wealth Management, LLC
|
BUY
|
- |
214KNew |
$6.69M - $7.46M
|
214K
$7.68M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
190K+ 495.86% |
$5.94M - $6.63M
|
229K
$8.2M
|
|
|
May 15, 2024
Q1 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
170KNew |
$5.29M - $5.91M
|
170K
$6.08M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
169K+ 33.35% |
$5.28M - $5.89M
|
677K
$24.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
169K+ 557.96% |
$5.27M - $5.88M
|
199K
$7.14M
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
165K+ 125.97% |
$5.16M - $5.75M
|
296K
$10.6M
|
|
|
May 01, 2024
Q1 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
165K+ 763.92% |
$5.14M - $5.74M
|
186K
$6.68M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
152K+ 21.81% |
$4.75M - $5.3M
|
850K
$30.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
148K+ 791.19% |
$4.63M - $5.17M
|
167K
$5.99M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
131K+ 69.11% |
$4.09M - $4.56M
|
321K
$11.5M
|
|
|
May 13, 2024
Q1 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
128KNew |
$4.01M - $4.47M
|
128K
$4.6M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
125K+ 7.61% |
$3.9M - $4.36M
|
1.77M
$63.4M
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
124K+ 88.17% |
$3.87M - $4.32M
|
265K
$9.48M
|
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
116K+ 1598.6% |
$3.63M - $4.04M
|
123K
$4.42M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
114K+ 20.87% |
$3.56M - $3.98M
|
661K
$23.7M
|
|
|
Apr 24, 2024
Q1 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
114K+ 954.94% |
$3.56M - $3.97M
|
126K
$4.51M
|
|
|
Jul 18, 2024
Q1 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
108KNew |
$3.37M - $3.76M
|
108K
$3.87M
|