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
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
12.6KNew |
$408K - $440K
|
12.6K
$452K
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
BUY
|
- |
12.1KNew |
$392K - $423K
|
12.1K
$434K
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
12KNew |
$389K - $420K
|
12K
$431K
|
|
|
Jul 30, 2024
Q2 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
11.5K+ 5.24% |
$371K - $400K
|
231K
$8.26M
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
10.5K+ 22.35% |
$340K - $367K
|
57.6K
$2.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.3K+ 59.32% |
$334K - $361K
|
27.8K
$994K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10.2K+ 12.06% |
$330K - $356K
|
94.8K
$3.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
10.1K+ 20.78% |
$326K - $353K
|
58.7K
$2.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
10.1KNew |
$325K - $351K
|
10.1K
$360K
|
|
|
Aug 12, 2024
Q2 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
9.58K+ 427.74% |
$310K - $334K
|
11.8K
$423K
|
|
|
Aug 08, 2024
Q2 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
9.38KNew |
$303K - $327K
|
9.38K
$336K
|
|
|
Jul 18, 2024
Q2 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
9.35K+ 44.93% |
$302K - $327K
|
30.2K
$1.08M
|
|
|
Aug 13, 2024
Q2 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
9.01K+ 50.91% |
$291K - $314K
|
26.7K
$957K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
8.94KNew |
$289K - $312K
|
8.94K
$320K
|
|
|
Jul 17, 2024
Q2 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
8.75K+ 2.33% |
$283K - $305K
|
384K
$13.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
8.74K+ 126.1% |
$283K - $305K
|
15.7K
$561K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
8.68K+ 90.51% |
$281K - $303K
|
18.3K
$655K
|
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
BUY
|
- |
8.25KNew |
$267K - $288K
|
8.25K
$296K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
8.16K+ 12.46% |
$264K - $285K
|
73.6K
$2.64M
|
|
|
Aug 14, 2024
Q2 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
7.93KNew |
$256K - $277K
|
7.93K
$284K
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
7.91K+ 32.67% |
$256K - $276K
|
32.1K
$1.15M
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
7.72KNew |
$249K - $269K
|
7.72K
$277K
|
|
|
Aug 01, 2024
Q2 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
7.56KNew |
$244K - $264K
|
7.56K
$271K
|
|
|
Jul 18, 2024
Q2 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
7.43KNew |
$240K - $259K
|
7.43K
$266K
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
7.28K+ 145.16% |
$235K - $254K
|
12.3K
$441K
|
|
|
Jul 23, 2024
Q2 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
7.26K+ 7.05% |
$235K - $253K
|
110K
$3.95M
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
7.15K+ 93.81% |
$231K - $250K
|
14.8K
$529K
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
7.12KNew |
$230K - $249K
|
7.12K
$255K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
7.05KNew |
$228K - $246K
|
7.05K
$253K
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
6.8K+ 11.3% |
$220K - $237K
|
67K
$2.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
6.76K+ 22.46% |
$219K - $236K
|
36.9K
$1.32M
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
6.75K+ 10.8% |
$218K - $236K
|
69.3K
$2.48M
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
6.69K+ 13.01% |
$216K - $233K
|
58.1K
$2.08M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
6.51K+ 12.45% |
$211K - $227K
|
58.8K
$2.11M
|
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
6.5K+ 8.75% |
$210K - $227K
|
80.8K
$2.9M
|
|
|
Jul 12, 2024
Q2 2024
|
626 Financial, LLC
|
BUY
|
- |
6.49KNew |
$210K - $226K
|
6.49K
$232K
|
|
|
Jul 19, 2024
Q2 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
6.34KNew |
$205K - $221K
|
6.34K
$227K
|
|
|
Jul 18, 2024
Q2 2024
|
Mason & Associates Inc
|
BUY
|
- |
6.32KNew |
$204K - $221K
|
6.32K
$227K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
6.29K+ 6.1% |
$203K - $219K
|
109K
$3.92M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
6.15KNew |
$199K - $215K
|
6.15K
$220K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
6.07K+ 11.24% |
$196K - $212K
|
60.1K
$2.15M
|
|
|
Jul 25, 2024
Q2 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
6.04KNew |
$195K - $211K
|
6.04K
$216K
|
|
|
Jul 16, 2024
Q2 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
5.92K+ 41.64% |
$192K - $207K
|
20.2K
$722K
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
5.9K+ 5.59% |
$191K - $206K
|
111K
$3.99M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.86K+ 76.74% |
$190K - $205K
|
13.5K
$484K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.74K+ 28.12% |
$186K - $200K
|
26.2K
$937K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5.7K+ 9.67% |
$184K - $199K
|
64.6K
$2.32M
|
|
|
Jul 11, 2024
Q2 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
5.66K+ 32.6% |
$183K - $197K
|
23K
$824K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.07K+ 16.69% |
$164K - $177K
|
35.5K
$1.27M
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
5.07K+ 1.09% |
$164K - $177K
|
468K
$16.8M
|