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 12, 2024
Q1 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
2.38K+ 29.17% |
$74.4K - $83K
|
10.6K
$378K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
2.31KNew |
$72K - $80.4K
|
2.31K
$82.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.29K+ 21.56% |
$71.3K - $79.6K
|
12.9K
$462K
|
|
|
May 08, 2024
Q1 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
2.24KNew |
$69.9K - $78K
|
2.24K
$80.2K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.2KNew |
$68.7K - $76.6K
|
2.2K
$78.8K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
2.08K+ 18.15% |
$64.9K - $72.4K
|
13.5K
$485K
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.99K+ 12.54% |
$62.1K - $69.3K
|
17.9K
$640K
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.9K+ 2.84% |
$59.1K - $66K
|
68.5K
$2.46M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.83K+ 12.16% |
$57.2K - $63.8K
|
16.9K
$606K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.68KNew |
$52.5K - $58.6K
|
1.68K
$60.3K
|
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1.66K+ 18.4% |
$51.7K - $57.6K
|
10.7K
$382K
|
|
|
Apr 26, 2024
Q1 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
1.66K+ 8.26% |
$51.7K - $57.6K
|
21.7K
$777K
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.62K+ 15.84% |
$50.5K - $56.3K
|
11.8K
$424K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.55KNew |
$48.2K - $53.8K
|
1.55K
$55.4K
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
BUY
|
- |
1.49K+ 18.13% |
$46.5K - $51.8K
|
9.7K
$348K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.45K+ 10.43% |
$45.3K - $50.5K
|
15.4K
$550K
|
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.43K+ 2.29% |
$44.5K - $49.7K
|
63.8K
$2.29M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.17K+ 6.06% |
$36.4K - $40.6K
|
20.4K
$732K
|
|
|
May 10, 2024
Q1 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
1.05K+ 1.4% |
$32.8K - $36.6K
|
76.2K
$2.73M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.04KNew |
$32.5K - $36.3K
|
1.04K
$37.3K
|
|
|
Apr 30, 2024
Q1 2024
|
Van Eck Associates Corp
|
BUY
|
- |
963New |
$30.1K - $33.5K
|
963
$34.5K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
950+ 58.71% |
$29.6K - $33.1K
|
2.57K
$92K
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
946+ 1.84% |
$29.5K - $32.9K
|
52.3K
$1.87M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
925New |
$28.9K - $32.2K
|
925
$33.1K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
700+ 2.0% |
$21.8K - $24.4K
|
35.7K
$1.28M
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
642New |
$20K - $22.4K
|
642
$23K
|
|
|
May 07, 2024
Q1 2024
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
620+ 0.17% |
$19.4K - $21.6K
|
374K
$13.4M
|
|
|
Apr 26, 2024
Q1 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
612+ 5.4% |
$19.1K - $21.3K
|
12K
$428K
|
|
|
Apr 19, 2024
Q1 2024
|
Accel Wealth Management
|
BUY
|
- |
605+ 8.92% |
$18.9K - $21.1K
|
7.39K
$265K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
534+ 0.87% |
$16.7K - $18.6K
|
61.7K
$2.21M
|
|
|
Apr 24, 2024
Q1 2024
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
525+ 6.64% |
$16.4K - $18.3K
|
8.43K
$302K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
500New |
$15.6K - $17.4K
|
500
$17.9K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
472New |
$14.7K - $16.4K
|
472
$16.9K
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
BUY
|
- |
432New |
$13.5K - $15K
|
432
$15.5K
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
417New |
$13K - $14.5K
|
417
$14.9K
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
375+ 1.54% |
$11.7K - $13.1K
|
24.7K
$884K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
339+ 193.71% |
$10.6K - $11.8K
|
514
$18.4K
|
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
315+ 1.5% |
$9.83K - $11K
|
21.3K
$762K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
190+ 19.59% |
$5.93K - $6.62K
|
1.16K
$41.6K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
157New |
$4.9K - $5.47K
|
157
$5.63K
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
150New |
$4.68K - $5.22K
|
150
$5.37K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
100New |
$3.12K - $3.48K
|
100
$3.58K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
95New |
$2.96K - $3.31K
|
95
$3.4K
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
47+ 0.42% |
$1.47K - $1.64K
|
11.1K
$399K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
30+ 8.98% |
$936 - $1.04K
|
364
$13K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
29New |
$905 - $1.01K
|
29
$1.04K
|
|
|
Jun 05, 2024
Q1 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
20+ 0.17% |
$624 - $696
|
11.7K
$418K
|
|
|
Apr 17, 2024
Q1 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
13New |
$406 - $453
|
13
$466
|
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
5+ 0.15% |
$156 - $174
|
3.37K
$121K
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
2+ 0.79% |
$62.4 - $69.6
|
255
$9.14K
|