Purchases and Sales Made in Q2 2024 in First Tr ETF Vi Smid Cap Risin (SDVY)

SDVY Quotes by TradingView

This table provides information about the institutional ownership of First Tr ETF Vi Smid Cap Risin (SDVY) during Q2 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
Jul 12, 2024 Q2 2024
Capital Investment Advisors, LLC

BUY
 -
3M
+ 38705.42%
$97M - $105M
3.01M $109M
Aug 07, 2024 Q2 2024
Lpl Financial LLC

Fort Mill, SC
BUY
 -
2.11M
+ 15.89%
$68.1M - $73.5M
15.4M $555M
Aug 14, 2024 Q2 2024
Morgan Stanley

New York, NY
BUY
 -
2M
+ 19.16%
$64.8M - $69.9M
12.5M $450M
Oct 17, 2024 Q2 2024
Morgan Stanley

New York, NY
BUY
 -
2M
+ 19.16%
$64.8M - $69.9M
12.5M $450M
Aug 13, 2024 Q2 2024
Wells Fargo & Company

San Francisco, CA
BUY
 -
1.63M
+ 22.08%
$52.6M - $56.8M
8.99M $325M
Aug 14, 2024 Q2 2024
Bank Of America Corp

Charlotte, NC
BUY
 -
1.15M
+ 30.79%
$37.3M - $40.2M
4.9M $177M
Aug 13, 2024 Q2 2024
Gunn & CO Investment Management, Inc.

Jacksonville, FL
BUY
 -
972K
New
$31.4M - $33.9M
972K $35.1M
Jul 29, 2024 Q2 2024
Smith Chas P & Associates Pa Cpas

BUY
 -
972K
New
$31.4M - $33.9M
972K $35.1M
Jul 19, 2024 Q2 2024
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
836K
+ 34.39%
$27M - $29.2M
3.27M $118M
Aug 13, 2024 Q2 2024
Ubs Group Ag

BUY
 -
820K
+ 21.35%
$26.5M - $28.6M
4.66M $169M
Aug 22, 2024 Q2 2024
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
581K
+ 31.55%
$18.8M - $20.3M
2.42M $87.5M
Aug 07, 2024 Q2 2024
Stone X Group Inc.

BUY
 -
425K
+ 241.82%
$13.7M - $14.8M
601K $21.7M
Aug 13, 2024 Q2 2024
High Tower Advisors, LLC

Chicago, IL
BUY
 -
356K
+ 53.72%
$11.5M - $12.4M
1.02M $36.9M
Aug 09, 2024 Q2 2024
Gds Wealth Management

BUY
 -
342K
New
$11M - $11.9M
342K $12.3M
Jul 19, 2024 Q2 2024
Raymond James & Associates

St Petersburg, FL
BUY
 -
258K
+ 7.81%
$8.36M - $9.02M
3.57M $129M
Aug 08, 2024 Q2 2024
Envestnet Asset Management Inc

BUY
 -
247K
+ 13.93%
$7.99M - $8.63M
2.02M $73.1M
Aug 14, 2024 Q2 2024
Integrated Wealth Concepts LLC

BUY
 -
229K
+ 70.79%
$7.41M - $8M
553K $20M
Jul 26, 2024 Q2 2024
Cambridge Investment Research Advisors, Inc.

BUY
 -
207K
+ 14.8%
$6.7M - $7.24M
1.61M $58.1M
Aug 13, 2024 Q2 2024
Atria Investments LLC

Charlotte, NC
BUY
 -
197K
+ 84.67%
$6.37M - $6.88M
430K $15.5M
Aug 14, 2024 Q2 2024
Royal Bank Of Canada

Toronto, A6
BUY
 -
192K
+ 6.68%
$6.2M - $6.7M
3.07M $111M
Aug 09, 2024 Q2 2024
Avantax Advisory Services, Inc.

BUY
 -
190K
+ 54.95%
$6.13M - $6.62M
534K $19.3M
Aug 05, 2024 Q2 2024
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
187K
+ 81.85%
$6.06M - $6.54M
416K $15M
Aug 13, 2024 Q2 2024
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
179K
+ 10.12%
$5.79M - $6.25M
1.95M $70.4M
Aug 14, 2024 Q2 2024
Mml Investors Services, LLC

Springfield, MA
BUY
 -
174K
+ 20.77%
$5.61M - $6.06M
1.01M $36.5M
Jul 19, 2024 Q2 2024
First Horizon Advisors, Inc.

BUY
 -
163K
New
$5.26M - $5.68M
163K $5.88M
Jul 31, 2024 Q2 2024
Commonwealth Equity Services, LLC

BUY
 -
158K
+ 8.92%
$5.12M - $5.53M
1.93M $69.9M
Aug 12, 2024 Q2 2024
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
158K
+ 86.5%
$5.12M - $5.53M
341K $12.3M
Aug 14, 2024 Q2 2024
Daymark Wealth Partners, LLC

Cincinnati, OH
BUY
 -
144K
+ 743.9%
$4.65M - $5.02M
163K $5.89M
Jul 29, 2024 Q2 2024
Golden State Equity Partners

South Coast Metro, CA
BUY
 -
141K
New
$4.55M - $4.92M
141K $5.09M
Aug 15, 2024 Q2 2024
Northwestern Mutual Wealth Management CO

BUY
 -
123K
+ 18.23%
$3.99M - $4.31M
800K $28.9M
Aug 08, 2024 Q2 2024
Tmd Wealth Management, LLC

BUY
 -
113K
+ 52.82%
$3.66M - $3.95M
327K $11.8M
Jul 15, 2024 Q2 2024
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
110K
+ 121.88%
$3.56M - $3.85M
201K $7.26M
Aug 14, 2024 Q2 2024
Kestra Advisory Services, LLC

BUY
 -
109K
+ 14.27%
$3.53M - $3.81M
873K $31.6M
Aug 13, 2024 Q2 2024
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
89.7K
+ 12.55%
$2.9M - $3.13M
805K $29.1M
Aug 13, 2024 Q2 2024
Goldman Sachs Group Inc

New York, NY
BUY
 -
86.2K
+ 134.34%
$2.79M - $3.01M
150K $5.44M
Aug 05, 2024 Q2 2024
Private Advisor Group, LLC

BUY
 -
85K
+ 10.0%
$2.75M - $2.97M
935K $33.8M
Jul 31, 2024 Q2 2024
D.A. Davidson & Co.

BUY
 -
82.4K
+ 24.74%
$2.66M - $2.88M
416K $15M
Aug 06, 2024 Q2 2024
Strategic Financial Concepts, LLC

San Antonio, TX
BUY
 -
82.4K
New
$2.66M - $2.88M
82.4K $2.98M
Jul 16, 2024 Q2 2024
Maia Wealth LLC

Denver, CO
BUY
 -
82.4K
New
$2.66M - $2.88M
82.4K $2.98M
Jul 31, 2024 Q2 2024
Spire Wealth Management

BUY
 -
75.5K
+ 10433.7%
$2.44M - $2.64M
76.3K $2.76M
Jul 25, 2024 Q2 2024
Janney Montgomery Scott LLC

BUY
 -
63K
+ 23.36%
$2.04M - $2.2M
333K $12M
Aug 12, 2024 Q2 2024
Blair William & CO

Chicago, IL
BUY
 -
58.8K
+ 6.08%
$1.9M - $2.05M
1.03M $37.1M
Jul 24, 2024 Q2 2024
True Wealth Advisors, LLC

BUY
 -
56.5K
+ 23.4%
$1.83M - $1.97M
298K $10.8M
Jul 30, 2024 Q2 2024
Clarity Capital Partners LLC

Newport Beach, CA
BUY
 -
53K
+ 721.01%
$1.71M - $1.85M
60.3K $2.18M
Jul 29, 2024 Q2 2024
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
51K
+ 300.78%
$1.65M - $1.78M
67.9K $2.46M
Aug 15, 2024 Q2 2024
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
49.2K
+ 46.47%
$1.59M - $1.72M
155K $5.6M
Aug 07, 2024 Q2 2024
Oppenheimer & CO Inc

New York, NY
BUY
 -
49K
+ 74.86%
$1.58M - $1.71M
114K $4.14M
Aug 19, 2024 Q2 2024
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
48.7K
+ 251.97%
$1.58M - $1.7M
68.1K $2.46M
Aug 14, 2024 Q2 2024
Keel Point, LLC

Huntsville, AL
BUY
 -
46.4K
New
$1.5M - $1.62M
46.4K $1.68M

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