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 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
9.01K+ 6.74% |
$281K - $314K
|
143K
$5.11M
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
8.16KNew |
$255K - $284K
|
8.16K
$292K
|
|
|
Apr 23, 2024
Q1 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
8.06KNew |
$252K - $281K
|
8.06K
$289K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
8.02K+ 46.83% |
$250K - $279K
|
25.1K
$901K
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
7.75KNew |
$242K - $270K
|
7.75K
$278K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.66K+ 78.44% |
$239K - $267K
|
17.4K
$624K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
7.65K+ 43.51% |
$239K - $266K
|
25.2K
$904K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
7.62KNew |
$238K - $265K
|
7.62K
$273K
|
|
|
May 03, 2024
Q1 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
7.34KNew |
$229K - $256K
|
7.34K
$263K
|
|
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
7.27KNew |
$227K - $253K
|
7.27K
$260K
|
|
|
Apr 10, 2024
Q1 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
7.26KNew |
$226K - $253K
|
7.26K
$260K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
7.02KNew |
$219K - $245K
|
7.02K
$252K
|
|
|
Apr 15, 2024
Q1 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
7K+ 9.98% |
$219K - $244K
|
77.2K
$2.76M
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
6.62K+ 64.15% |
$207K - $231K
|
17K
$607K
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
6.61KNew |
$206K - $230K
|
6.61K
$237K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
6.52K+ 43.31% |
$204K - $227K
|
21.6K
$773K
|
|
|
May 10, 2024
Q1 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
6.5KNew |
$203K - $226K
|
6.5K
$233K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
6.5KNew |
$203K - $226K
|
6.5K
$233K
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
6.5K+ 36.66% |
$203K - $226K
|
24.2K
$868K
|
|
|
Apr 25, 2024
Q1 2024
|
Grant
|
BUY
|
- |
6.37KNew |
$199K - $222K
|
6.37K
$228K
|
|
|
May 15, 2024
Q1 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
6.34K+ 14.57% |
$198K - $221K
|
49.8K
$1.79M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
6.28K+ 36.91% |
$196K - $218K
|
23.3K
$834K
|
|
|
May 15, 2024
Q1 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
6.09KNew |
$190K - $212K
|
6.09K
$218K
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
5.93K+ 52.99% |
$185K - $206K
|
17.1K
$613K
|
|
|
Apr 16, 2024
Q1 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
5.54K+ 15.04% |
$173K - $193K
|
42.3K
$1.52M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
5.45K+ 24.8% |
$170K - $190K
|
27.4K
$983K
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
5.41K+ 23.39% |
$169K - $188K
|
28.6K
$1.02M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
5.04K+ 8.85% |
$157K - $176K
|
62K
$2.22M
|
|
|
May 08, 2024
Q1 2024
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
5K+ 27.03% |
$156K - $174K
|
23.5K
$842K
|
|
|
Apr 15, 2024
Q1 2024
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
4.74K+ 2.74% |
$148K - $165K
|
178K
$6.37M
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
4.55KNew |
$142K - $158K
|
4.55K
$163K
|
|
|
Apr 30, 2024
Q1 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
4.44K+ 8.21% |
$139K - $155K
|
58.6K
$2.1M
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
4.44KNew |
$139K - $155K
|
4.44K
$159K
|
|
|
May 07, 2024
Q1 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
4.42K+ 42.88% |
$138K - $154K
|
14.7K
$528K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
4.27K+ 70.8% |
$133K - $149K
|
10.3K
$369K
|
|
|
Apr 26, 2024
Q1 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
3.99K+ 7.14% |
$125K - $139K
|
59.9K
$2.15M
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
3.83K+ 30.44% |
$120K - $133K
|
16.4K
$588K
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
3.68KNew |
$115K - $128K
|
3.68K
$132K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.36K+ 32.15% |
$105K - $117K
|
13.8K
$495K
|
|
|
May 13, 2024
Q1 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
3.25K+ 36.62% |
$101K - $113K
|
12.1K
$435K
|
|
|
Apr 15, 2024
Q1 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
3.07K+ 27.46% |
$95.7K - $107K
|
14.2K
$510K
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
3.06K+ 151.18% |
$95.6K - $107K
|
5.09K
$182K
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.95K+ 10.87% |
$92.1K - $103K
|
30.1K
$1.08M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
2.77K+ 17.46% |
$86.4K - $96.3K
|
18.6K
$667K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.7KNew |
$84.4K - $94.2K
|
2.7K
$96.9K
|
|
|
May 15, 2024
Q1 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
2.68KNew |
$83.6K - $93.2K
|
2.68K
$96K
|
|
|
Apr 18, 2024
Q1 2024
|
Tru Independence LLC
|
BUY
|
- |
2.62K+ 9.92% |
$81.7K - $91.2K
|
29K
$1.04M
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
2.56KNew |
$80K - $89.2K
|
2.56K
$91.8K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
2.5KNew |
$78K - $87.1K
|
2.5K
$89.6K
|
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
2.46K+ 23.92% |
$76.6K - $85.5K
|
12.7K
$456K
|