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 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
95.7K+ 109.66% |
$2.99M - $3.33M
|
183K
$6.56M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
94.6K+ 41.23% |
$2.95M - $3.29M
|
324K
$11.6M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
90.4K+ 1366.05% |
$2.82M - $3.15M
|
97K
$3.48M
|
|
|
May 10, 2024
Q1 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
90.2K+ 70.02% |
$2.82M - $3.14M
|
219K
$7.85M
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
88.7K+ 761.35% |
$2.77M - $3.09M
|
100K
$3.59M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
84.3K+ 33.89% |
$2.63M - $2.94M
|
333K
$11.9M
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
79.4K+ 304.76% |
$2.48M - $2.77M
|
106K
$3.78M
|
|
|
May 15, 2024
Q1 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
77.8KNew |
$2.43M - $2.71M
|
77.8K
$2.79M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
65.5K+ 52.22% |
$2.05M - $2.28M
|
191K
$6.84M
|
|
|
Apr 11, 2024
Q1 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
56.7KNew |
$1.77M - $1.97M
|
56.7K
$2.03M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
48.4K+ 10.28% |
$1.51M - $1.68M
|
519K
$18.6M
|
|
|
May 15, 2024
Q1 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
46.6KNew |
$1.45M - $1.62M
|
46.6K
$1.67M
|
|
|
May 07, 2024
Q1 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
45.8KNew |
$1.43M - $1.6M
|
45.8K
$1.64M
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
44.9K+ 96.46% |
$1.4M - $1.56M
|
91.4K
$3.27M
|
|
|
May 10, 2024
Q1 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
44.2KNew |
$1.38M - $1.54M
|
44.2K
$1.58M
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
43.9KNew |
$1.37M - $1.53M
|
43.9K
$1.57M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
43K+ 42.74% |
$1.34M - $1.5M
|
144K
$5.15M
|
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
BUY
|
- |
39.7K+ 29.18% |
$1.24M - $1.38M
|
176K
$6.3M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
38.6K+ 126.02% |
$1.21M - $1.35M
|
69.3K
$2.48M
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
38.6KNew |
$1.2M - $1.34M
|
38.6K
$1.38M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
38.2K+ 429.57% |
$1.19M - $1.33M
|
47.1K
$1.69M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
37.9K+ 72.1% |
$1.18M - $1.32M
|
90.5K
$3.24M
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
37.7KNew |
$1.18M - $1.31M
|
37.7K
$1.35M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
37.3K+ 383.44% |
$1.16M - $1.3M
|
47K
$1.68M
|
|
|
Apr 19, 2024
Q1 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
36.7KNew |
$1.14M - $1.28M
|
36.7K
$1.31M
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
36.3K+ 138.15% |
$1.13M - $1.26M
|
62.5K
$2.24M
|
|
|
May 02, 2024
Q1 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
33.1K+ 120.62% |
$1.03M - $1.15M
|
60.5K
$2.17M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
32K+ 118.59% |
$998K - $1.11M
|
58.9K
$2.11M
|
|
|
Apr 22, 2024
Q1 2024
|
Tap Consulting, LLC
|
BUY
|
- |
31.9K+ 22.27% |
$997K - $1.11M
|
175K
$6.28M
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
BUY
|
- |
31.4K+ 28.2% |
$979K - $1.09M
|
143K
$5.11M
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
BUY
|
- |
31.3KNew |
$977K - $1.09M
|
31.3K
$1.12M
|
|
|
Apr 30, 2024
Q1 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
30.8KNew |
$962K - $1.07M
|
30.8K
$1.1M
|
|
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
30K+ 19.76% |
$936K - $1.04M
|
182K
$6.52M
|
|
|
Apr 15, 2024
Q1 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
29.3K+ 20.5% |
$913K - $1.02M
|
172K
$6.16M
|
|
|
May 09, 2024
Q1 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
28.6KNew |
$892K - $996K
|
28.6K
$1.02M
|
|
|
May 10, 2024
Q1 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
27.9KNew |
$872K - $973K
|
27.9K
$1M
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
27.8K+ 131.49% |
$867K - $967K
|
48.9K
$1.75M
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
27.4K+ 189.97% |
$855K - $953K
|
41.8K
$1.5M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
26.3K+ 8.27% |
$820K - $915K
|
344K
$12.3M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
26K+ 10.68% |
$813K - $907K
|
270K
$9.67M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
25.8K+ 65.01% |
$805K - $898K
|
65.5K
$2.35M
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
25.6KNew |
$798K - $890K
|
25.6K
$916K
|
|
|
May 14, 2024
Q1 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
25.5K+ 47.92% |
$795K - $886K
|
78.6K
$2.82M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
25K+ 526.55% |
$780K - $870K
|
29.7K
$1.07M
|
|
|
May 10, 2024
Q1 2024
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
24KNew |
$748K - $834K
|
24K
$859K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
23.1K+ 75.08% |
$722K - $806K
|
54K
$1.93M
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
22.8K+ 14.87% |
$712K - $794K
|
176K
$6.31M
|
|
|
Sep 11, 2024
Q1 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
22.3K+ 118.77% |
$696K - $777K
|
41.1K
$1.47M
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
22.1K+ 108.13% |
$690K - $769K
|
42.5K
$1.52M
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
22K+ 6.03% |
$687K - $767K
|
387K
$13.9M
|