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 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
848New |
$27.4K - $29.6K
|
848
$30.4K
|
|
|
Aug 09, 2024
Q2 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
846+ 5.84% |
$27.4K - $29.5K
|
15.3K
$549K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
712New |
$23K - $24.9K
|
712
$25.5K
|
|
|
Jul 12, 2024
Q2 2024
|
Accel Wealth Management
|
BUY
|
- |
672+ 9.09% |
$21.7K - $23.5K
|
8.06K
$289K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
649+ 26.83% |
$21K - $22.7K
|
3.07K
$110K
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
623+ 8.87% |
$20.1K - $21.7K
|
7.65K
$274K
|
|
|
Jul 17, 2024
Q2 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
608+ 0.77% |
$19.7K - $21.2K
|
79.3K
$2.84M
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
582+ 0.85% |
$18.8K - $20.3K
|
69.1K
$2.48M
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
575+ 5.18% |
$18.6K - $20.1K
|
11.7K
$419K
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
572New |
$18.5K - $20K
|
572
$20.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
461+ 3.02% |
$14.9K - $16.1K
|
15.7K
$563K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
431+ 1.01% |
$13.9K - $15K
|
43K
$1.54M
|
|
|
Jul 29, 2024
Q2 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
426+ 6.55% |
$13.8K - $14.9K
|
6.93K
$248K
|
|
|
Jul 18, 2024
Q2 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
423+ 0.39% |
$13.7K - $14.8K
|
108K
$3.89M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
417+ 1.17% |
$13.5K - $14.6K
|
36.1K
$1.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
349+ 0.19% |
$11.3K - $12.2K
|
182K
$6.53M
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
336+ 2.19% |
$10.9K - $11.7K
|
15.7K
$562K
|
|
|
Aug 02, 2024
Q2 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
305+ 0.68% |
$9.86K - $10.6K
|
45K
$1.61M
|
|
|
Aug 02, 2024
Q2 2024
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
300+ 0.12% |
$9.7K - $10.5K
|
250K
$8.97M
|
|
|
Aug 12, 2024
Q2 2024
|
Econ Financial Services Corp
|
BUY
|
- |
287+ 2.68% |
$9.28K - $10K
|
11K
$394K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
268+ 1.28% |
$8.66K - $9.36K
|
21.1K
$757K
|
|
|
Jul 18, 2024
Q2 2024
|
Old Port Advisors
|
BUY
|
- |
240+ 1.9% |
$7.76K - $8.38K
|
12.9K
$461K
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
205New |
$6.63K - $7.16K
|
205
$7.35K
|
|
|
Jul 19, 2024
Q2 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
194+ 0.07% |
$6.27K - $6.77K
|
295K
$10.6M
|
|
|
Aug 01, 2024
Q2 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
180+ 0.43% |
$5.82K - $6.28K
|
41.9K
$1.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
171+ 0.35% |
$5.53K - $5.97K
|
48.8K
$1.75M
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
150New |
$4.85K - $5.24K
|
150
$5.37K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
139+ 38.19% |
$4.49K - $4.85K
|
503
$18K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
127+ 0.5% |
$4.11K - $4.43K
|
25.4K
$908K
|
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
90+ 3.5% |
$2.91K - $3.14K
|
2.66K
$95.2K
|
|
|
Jul 19, 2024
Q2 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
82+ 0.38% |
$2.65K - $2.86K
|
21.8K
$780K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
58New |
$1.88K - $2.02K
|
58
$2.08K
|
|
|
Jul 16, 2024
Q2 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
55+ 0.19% |
$1.78K - $1.92K
|
28.5K
$1.02M
|
|
|
Jul 12, 2024
Q2 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
48+ 0.45% |
$1.55K - $1.68K
|
10.6K
$380K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
31New |
$1K - $1.08K
|
31
$1.11K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
11+ 1.19% |
$356 - $384
|
936
$33.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
6+ 0.03% |
$194 - $209
|
17.9K
$641K
|
|
|
Jul 02, 2024
Q2 2024
|
M&R Capital Management Inc
|
BUY
|
- |
5+ 2.33% |
$162 - $175
|
220
$7.88K
|
|
|
Jul 05, 2024
Q2 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
2+ 0.48% |
$64.7 - $69.8
|
419
$15K
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1+ 0.39% |
$32.3 - $34.9
|
256
$9.17K
|
|
|
Jul 22, 2024
Q2 2024
|
Krilogy Financial LLC
|
BUY
|
- |
1+ 0.01% |
$32.3 - $34.9
|
10.4K
$373K
|
|
|
Jul 25, 2024
Q2 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-9- 0.02% |
$291 - $314
|
42.3K
$1.52M
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-10- 0.22% |
$323 - $349
|
4.54K
$163K
|
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-40- 0.38% |
$1.29K - $1.4K
|
10.6K
$381K
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-79- 1.19% |
$2.55K - $2.76K
|
6.53K
$234K
|
|
|
Aug 05, 2024
Q2 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-179- 3.52% |
$5.79K - $6.25K
|
4.91K
$176K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-226- 4.01% |
$7.31K - $7.89K
|
5.41K
$194K
|
|
|
Jul 16, 2024
Q2 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-237- 1.98% |
$7.66K - $8.27K
|
11.7K
$420K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-279- 1.2% |
$9.02K - $9.74K
|
23K
$824K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-416- 24.73% |
$13.4K - $14.5K
|
1.27K
$45.4K
|