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 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.89K+ 7.93% |
$158K - $171K
|
66.6K
$2.39M
|
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
4.87K+ 29.69% |
$157K - $170K
|
21.3K
$762K
|
|
|
Aug 12, 2024
Q2 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
4.63K+ 7.91% |
$150K - $162K
|
63.2K
$2.27M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.3K+ 3.99% |
$139K - $150K
|
112K
$4.01M
|
|
|
Aug 02, 2024
Q2 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
4.16K+ 6.52% |
$134K - $145K
|
68K
$2.44M
|
|
|
Jul 15, 2024
Q2 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
4.02K+ 9.37% |
$130K - $140K
|
46.9K
$1.68M
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
4.01K+ 49.15% |
$130K - $140K
|
12.2K
$436K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
3.79KNew |
$122K - $132K
|
3.79K
$136K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
3.77K+ 9.14% |
$122K - $132K
|
45.1K
$1.61M
|
|
|
Aug 27, 2024
Q2 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
3.63K+ 22.51% |
$117K - $127K
|
19.8K
$709K
|
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
3.37K+ 1.91% |
$109K - $118K
|
180K
$6.43M
|
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
3.34K+ 28.74% |
$108K - $117K
|
15K
$536K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.32K+ 645.91% |
$107K - $116K
|
3.83K
$137K
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.19K+ 7.78% |
$103K - $111K
|
44.2K
$1.58M
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.94K+ 7.04% |
$95.1K - $103K
|
44.7K
$1.6M
|
|
|
Aug 01, 2024
Q2 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
2.89K+ 2.81% |
$93.4K - $101K
|
106K
$3.79M
|
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
2.79K+ 45.9% |
$90.3K - $97.5K
|
8.88K
$318K
|
|
|
Jul 22, 2024
Q2 2024
|
Grant
|
BUY
|
- |
2.77K+ 43.51% |
$89.6K - $96.7K
|
9.14K
$327K
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
2.76K+ 11.17% |
$89.1K - $96.2K
|
27.4K
$983K
|
|
|
Aug 07, 2024
Q2 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
2.61K+ 12.27% |
$84.4K - $91.2K
|
23.9K
$856K
|
|
|
Jul 19, 2024
Q2 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
2.59K+ 7.06% |
$83.7K - $90.3K
|
39.2K
$1.41M
|
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
2.53K+ 14.9% |
$81.7K - $88.2K
|
19.5K
$698K
|
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
2.43K+ 16.44% |
$78.4K - $84.7K
|
17.2K
$616K
|
|
|
Aug 07, 2024
Q2 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
2.34K+ 3.9% |
$75.5K - $81.5K
|
62.2K
$2.23M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.29K+ 7.55% |
$74K - $79.9K
|
32.6K
$1.17M
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
2.21K+ 10.24% |
$71.4K - $77.2K
|
23.8K
$853K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.17K+ 1.6% |
$70.3K - $75.9K
|
138K
$4.95M
|
|
|
Aug 06, 2024
Q2 2024
|
Tru Independence LLC
|
BUY
|
- |
1.96K+ 6.74% |
$63.3K - $68.3K
|
31K
$1.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.93K+ 16.83% |
$62.4K - $67.4K
|
13.4K
$480K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.92K+ 70.86% |
$61.9K - $66.9K
|
4.62K
$166K
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.91K+ 3.9% |
$61.7K - $66.6K
|
50.8K
$1.82M
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.88K+ 1197.45% |
$60.8K - $65.6K
|
2.04K
$73K
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.77K+ 2.58% |
$57.3K - $61.9K
|
70.4K
$2.52M
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
1.75K+ 15.75% |
$56.6K - $61.2K
|
12.9K
$461K
|
|
|
Aug 15, 2024
Q2 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
1.52K+ 5.77% |
$49.1K - $53.1K
|
27.8K
$998K
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.52K+ 3.78% |
$49.1K - $53K
|
41.7K
$1.49M
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.48K+ 5.78% |
$47.8K - $51.6K
|
27.1K
$969K
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.48K+ 9.58% |
$47.7K - $51.5K
|
16.9K
$605K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1.42K+ 31.92% |
$45.8K - $49.5K
|
5.86K
$210K
|
|
|
Aug 13, 2024
Q2 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
1.41KNew |
$45.4K - $49K
|
1.41K
$50.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.39K+ 63.27% |
$45K - $48.6K
|
3.59K
$129K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
1.37K+ 2.2% |
$44.2K - $47.8K
|
63.4K
$2.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
1.3K+ 4.67% |
$42.2K - $45.5K
|
29.2K
$1.05M
|
|
|
Jul 10, 2024
Q2 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1.27K+ 0.7% |
$41K - $44.3K
|
182K
$6.52M
|
|
|
Jul 25, 2024
Q2 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1.25K+ 11.74% |
$40.4K - $43.6K
|
11.9K
$426K
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.19K+ 7.69% |
$38.6K - $41.7K
|
16.7K
$599K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.1K+ 8.54% |
$35.6K - $38.4K
|
14K
$501K
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.03K+ 7.59% |
$33.2K - $35.9K
|
14.6K
$522K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.01KNew |
$32.5K - $35.1K
|
1.01K
$36K
|
|
|
Aug 08, 2024
Q2 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
937+ 0.57% |
$30.3K - $32.7K
|
165K
$5.92M
|