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
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-40- 0.14% |
$1.25K - $1.39K
|
28.4K
$1.02M
|
|
|
May 13, 2024
Q1 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-110- 1.68% |
$3.43K - $3.83K
|
6.43K
$230K
|
|
|
Apr 24, 2024
Q1 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-189- 0.42% |
$5.9K - $6.58K
|
44.7K
$1.6M
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-216- 72.24% |
$6.74K - $7.52K
|
83
$2.97K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-220- 3.76% |
$6.87K - $7.66K
|
5.64K
$202K
|
|
|
Apr 18, 2024
Q1 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-304- 0.54% |
$9.49K - $10.6K
|
55.8K
$2M
|
|
|
May 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-515- 4.61% |
$16.1K - $17.9K
|
10.7K
$382K
|
|
|
Apr 11, 2024
Q1 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-629- 1.28% |
$19.6K - $21.9K
|
48.6K
$1.74M
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-727- 12.66% |
$22.7K - $25.3K
|
5.02K
$180K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-832- 25.59% |
$26K - $29K
|
2.42K
$86.7K
|
|
|
May 13, 2024
Q1 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-1.27K- 17.21% |
$39.6K - $44.2K
|
6.11K
$219K
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-1.75K- 8.9% |
$54.5K - $60.8K
|
17.9K
$641K
|
|
|
Jun 26, 2024
Q1 2024
|
Old Port Advisors
|
SELL
|
- |
-1.92K- 13.21% |
$60K - $66.9K
|
12.6K
$452K
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.93K- 8.83% |
$60.2K - $67.2K
|
19.9K
$714K
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-2.13K- 4.94% |
$66.5K - $74.2K
|
41K
$1.47M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.36K- 4.1% |
$73.6K - $82.1K
|
55.2K
$1.98M
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2.41K- 25.78% |
$75.1K - $83.8K
|
6.93K
$248K
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-3.2K- 5.05% |
$99.9K - $111K
|
60.2K
$2.16M
|
|
|
Apr 19, 2024
Q1 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-5.97K- 3.51% |
$186K - $208K
|
164K
$5.89M
|
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-6.3K- 3.13% |
$196K - $219K
|
195K
$6.99M
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-6.43K- 25.76% |
$201K - $224K
|
18.5K
$664K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-6.45K- 4.52% |
$201K - $225K
|
136K
$4.88M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-8.44K- 13.49% |
$263K - $294K
|
54.1K
$1.94M
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-8.47K- 11.77% |
$264K - $295K
|
63.4K
$2.27M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-9.98K- 8.62% |
$311K - $347K
|
106K
$3.79M
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
SELL
|
- |
-10.3K- 9.63% |
$323K - $360K
|
97K
$3.47M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-10.5K- 14.04% |
$327K - $365K
|
64.2K
$2.3M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-12.3K- 15.05% |
$384K - $429K
|
69.5K
$2.49M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-13.5K- 63.9% |
$422K - $471K
|
7.64K
$274K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-14.7K- 43.17% |
$458K - $511K
|
19.3K
$693K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-15.5KClosed |
$485K - $541K
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-16.1K- 11.49% |
$501K - $559K
|
124K
$4.43M
|
|
|
May 07, 2024
Q1 2024
|
Sanchez Wealth Management Group
|
SELL
|
- |
-16.1K- 4.12% |
$503K - $561K
|
375K
$13.4M
|
|
|
Apr 19, 2024
Q1 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-17.7K- 29.17% |
$551K - $615K
|
42.9K
$1.54M
|
|
|
Apr 18, 2024
Q1 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-19.4K- 15.88% |
$607K - $677K
|
103K
$3.69M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-22.4K- 20.93% |
$699K - $780K
|
84.6K
$3.03M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-22.7K- 36.11% |
$709K - $791K
|
40.2K
$1.44M
|
|
|
May 10, 2024
Q1 2024
|
Chiron Capital Management, LLC
|
SELL
|
- |
-37.1K- 83.09% |
$1.16M - $1.29M
|
7.55K
$270K
|
|
|
Apr 11, 2024
Q1 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-46.9K- 35.09% |
$1.47M - $1.63M
|
86.8K
$3.11M
|
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-75.2K- 23.73% |
$2.35M - $2.62M
|
242K
$8.65M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-75.7K- 99.05% |
$2.36M - $2.64M
|
724
$25.9K
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-111K- 23.57% |
$3.47M - $3.87M
|
360K
$12.9M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-122K- 14.6% |
$3.81M - $4.26M
|
715K
$25.6M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-191K- 31.69% |
$5.96M - $6.65M
|
412K
$14.8M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-192K- 6.26% |
$5.99M - $6.68M
|
2.87M
$103M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-356K- 89.62% |
$11.1M - $12.4M
|
41.3K
$1.48M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2M- 16.08% |
$62.5M - $69.8M
|
10.5M
$375M
|