Purchases and Sales Made in Q2 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 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
45.9K+ 2.2% |
$1.48M - $1.6M
|
2.14M
$76.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Tap Consulting, LLC
|
BUY
|
- |
45.8K+ 26.13% |
$1.48M - $1.6M
|
221K
$7.93M
|
|
|
Jul 30, 2024
Q2 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
41.8K+ 24.3% |
$1.35M - $1.46M
|
214K
$7.66M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
41.5KNew |
$1.34M - $1.45M
|
41.5K
$1.49M
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
40KNew |
$1.29M - $1.4M
|
40K
$1.43M
|
|
|
Jul 24, 2024
Q2 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
39.7K+ 128.65% |
$1.28M - $1.38M
|
70.5K
$2.53M
|
|
|
Jul 12, 2024
Q2 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
38.2K+ 300.17% |
$1.23M - $1.33M
|
50.9K
$1.82M
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
36.9K+ 24.89% |
$1.19M - $1.29M
|
185K
$6.64M
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
34.8K+ 138.34% |
$1.12M - $1.21M
|
59.9K
$2.15M
|
|
|
Aug 09, 2024
Q2 2024
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
34.5K+ 9.24% |
$1.12M - $1.21M
|
408K
$14.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
34K+ 141.71% |
$1.1M - $1.19M
|
57.9K
$2.08M
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
30.5KNew |
$985K - $1.06M
|
30.5K
$1.09M
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
30.2KNew |
$976K - $1.05M
|
30.2K
$1.08M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
28.2K+ 138.39% |
$911K - $984K
|
48.5K
$1.74M
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
27.6K+ 19.37% |
$893K - $964K
|
170K
$6.1M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
25.3K+ 7.88% |
$817K - $882K
|
346K
$12.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
25.2KNew |
$815K - $880K
|
25.2K
$903K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
24.5K+ 136200.0% |
$793K - $856K
|
24.5K
$879K
|
|
|
Jul 31, 2024
Q2 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
24.4KNew |
$788K - $851K
|
24.4K
$873K
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
24.1K+ 194.21% |
$779K - $841K
|
36.5K
$1.31M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
24.1K+ 16.76% |
$778K - $840K
|
168K
$6.01M
|
|
|
Aug 07, 2024
Q2 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
24K+ 197.53% |
$775K - $836K
|
36.1K
$1.29M
|
|
|
Aug 12, 2024
Q2 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
23.5K+ 47.22% |
$761K - $822K
|
73.4K
$2.63M
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
23.3K+ 168.35% |
$752K - $812K
|
37.1K
$1.33M
|
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
22.9K+ 49.19% |
$741K - $800K
|
69.5K
$2.49M
|
|
|
Jul 24, 2024
Q2 2024
|
Lvz, Inc.
|
BUY
|
- |
22.8K+ 0.85% |
$738K - $797K
|
2.72M
$97.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
21.8K+ 12.65% |
$705K - $761K
|
194K
$6.96M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
21.5K+ 6.27% |
$696K - $752K
|
365K
$13.1M
|
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
20.8K+ 50.65% |
$673K - $727K
|
61.9K
$2.22M
|
|
|
Aug 12, 2024
Q2 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
18.8K+ 65.74% |
$608K - $656K
|
47.4K
$1.7M
|
|
|
Oct 23, 2024
Q2 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
18.5KNew |
$599K - $647K
|
18.5K
$664K
|
|
|
Jul 17, 2024
Q2 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
17.8KNew |
$575K - $621K
|
17.8K
$638K
|
|
|
Aug 13, 2024
Q2 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
17.8KNew |
$574K - $620K
|
17.8K
$637K
|
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
17.5KNew |
$565K - $610K
|
17.5K
$626K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
17.5K+ 12.1% |
$565K - $610K
|
162K
$5.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
16.3KNew |
$526K - $568K
|
16.3K
$583K
|
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
16.1K+ 4.89% |
$521K - $563K
|
346K
$12.4M
|
|
|
Jul 23, 2024
Q2 2024
|
Cottage Street Advisors LLC
|
BUY
|
- |
16.1KNew |
$519K - $560K
|
16.1K
$575K
|
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
15.8KNew |
$509K - $550K
|
15.8K
$565K
|
|
|
Aug 02, 2024
Q2 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
15.3K+ 12.14% |
$494K - $534K
|
141K
$5.06M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
15.2K+ 2.92% |
$490K - $529K
|
534K
$19.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
14.9K+ 46.38% |
$481K - $519K
|
46.9K
$1.68M
|
|
|
Aug 01, 2024
Q2 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
14.4KNew |
$466K - $504K
|
14.4K
$517K
|
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
14.4KNew |
$465K - $502K
|
14.4K
$515K
|
|
|
Jul 19, 2024
Q2 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
14KNew |
$454K - $490K
|
14K
$503K
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
13.8K+ 2.6% |
$448K - $483K
|
547K
$19.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
13.8KNew |
$447K - $483K
|
13.8K
$495K
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
12.8K+ 23.09% |
$412K - $445K
|
68K
$2.44M
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
12.7K+ 4.27% |
$409K - $442K
|
309K
$11.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
12.7K+ 6.79% |
$409K - $442K
|
199K
$7.13M
|