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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
21.2K+ 16.68% |
$662K - $739K
|
148K
$5.32M
|
|
|
Apr 15, 2024
Q1 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
20.8KNew |
$650K - $725K
|
20.8K
$746K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
20.4K+ 16.47% |
$638K - $711K
|
144K
$5.18M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
20.4KNew |
$635K - $709K
|
20.4K
$729K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
20.2K+ 13.3% |
$632K - $705K
|
172K
$6.18M
|
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
20.2K+ 12.59% |
$631K - $704K
|
181K
$6.48M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
19.8K+ 1798.27% |
$617K - $688K
|
20.9K
$747K
|
|
|
May 15, 2024
Q1 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
19.6K+ 88.34% |
$611K - $682K
|
41.7K
$1.5M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
19.4K+ 26.98% |
$606K - $676K
|
91.3K
$3.27M
|
|
|
May 15, 2024
Q1 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
17.7KNew |
$552K - $616K
|
17.7K
$634K
|
|
|
May 14, 2024
Q1 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
17.3KNew |
$541K - $604K
|
17.3K
$622K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
17.3K+ 117.34% |
$540K - $603K
|
32.1K
$1.15M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
17.2K+ 8.64% |
$536K - $598K
|
216K
$7.74M
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
17K+ 19.74% |
$530K - $591K
|
103K
$3.69M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
16.5KNew |
$515K - $575K
|
16.5K
$591K
|
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
16.1KNew |
$504K - $562K
|
16.1K
$579K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
16K+ 30.49% |
$500K - $558K
|
68.6K
$2.46M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
15.7K+ 102.44% |
$491K - $547K
|
31.1K
$1.11M
|
|
|
Apr 29, 2024
Q1 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
15.5K+ 5.56% |
$485K - $541K
|
295K
$10.6M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
15.5KNew |
$485K - $541K
|
15.5K
$557K
|
|
|
May 13, 2024
Q1 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
15.5K+ 31.66% |
$483K - $539K
|
64.4K
$2.31M
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
15.4KNew |
$481K - $536K
|
15.4K
$552K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
15.3K+ 30.42% |
$476K - $532K
|
65.4K
$2.34M
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
15.3KNew |
$476K - $531K
|
15.3K
$547K
|
|
|
May 10, 2024
Q1 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
15K+ 34.58% |
$468K - $522K
|
58.4K
$2.09M
|
|
|
May 10, 2024
Q1 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
14.5KNew |
$452K - $505K
|
14.5K
$519K
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
13.6K+ 1148.65% |
$424K - $473K
|
14.8K
$529K
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
13.5KNew |
$423K - $471K
|
13.5K
$485K
|
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
13K+ 27.75% |
$407K - $454K
|
60K
$2.15M
|
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
BUY
|
- |
12.9KNew |
$403K - $450K
|
12.9K
$463K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
12.2K+ 67.62% |
$382K - $426K
|
30.3K
$1.09M
|
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
12.2K+ 19.63% |
$381K - $425K
|
74.3K
$2.66M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
11.8K+ 29.81% |
$368K - $411K
|
51.4K
$1.84M
|
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
11.6KNew |
$363K - $405K
|
11.6K
$416K
|
|
|
May 13, 2024
Q1 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
11.6K+ 12.67% |
$362K - $403K
|
103K
$3.69M
|
|
|
Apr 23, 2024
Q1 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
11.5K+ 17.05% |
$358K - $399K
|
78.7K
$2.82M
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
11.5KNew |
$358K - $399K
|
11.5K
$411K
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
11.1KNew |
$348K - $388K
|
11.1K
$399K
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
11.1KNew |
$347K - $387K
|
11.1K
$398K
|
|
|
May 14, 2024
Q1 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
11K+ 71.66% |
$343K - $383K
|
26.3K
$943K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
10.8KNew |
$337K - $376K
|
10.8K
$387K
|
|
|
May 15, 2024
Q1 2024
|
Econ Financial Services Corp
|
BUY
|
- |
10.7KNew |
$334K - $373K
|
10.7K
$384K
|
|
|
Apr 24, 2024
Q1 2024
|
Krilogy Financial LLC
|
BUY
|
- |
10.4KNew |
$325K - $362K
|
10.4K
$373K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10.2K+ 408.08% |
$318K - $355K
|
12.7K
$455K
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
10.1K+ 109.41% |
$315K - $352K
|
19.3K
$692K
|
|
|
May 10, 2024
Q1 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
9.93K+ 5.69% |
$310K - $346K
|
185K
$6.61M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
9.82K+ 10.03% |
$306K - $342K
|
108K
$3.86M
|
|
|
May 10, 2024
Q1 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
9.69K+ 24.9% |
$302K - $337K
|
48.6K
$1.74M
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
9.65K+ 46.48% |
$301K - $336K
|
30.4K
$1.09M
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
9.59KNew |
$299K - $334K
|
9.59K
$344K
|