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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-486- 2.84% |
$15.7K - $17K
|
16.6K
$596K
|
|
|
Aug 09, 2024
Q2 2024
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-525- 6.23% |
$17K - $18.3K
|
7.91K
$283K
|
|
|
Jul 17, 2024
Q2 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-720- 4.88% |
$23.3K - $25.1K
|
14K
$502K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-743- 32.19% |
$24K - $25.9K
|
1.57K
$56.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-838- 1.1% |
$27.1K - $29.3K
|
75.4K
$2.7M
|
|
|
Aug 05, 2024
Q2 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-948- 1.57% |
$30.6K - $33.1K
|
59.6K
$2.14M
|
|
|
Jul 22, 2024
Q2 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-956- 2.09% |
$30.9K - $33.4K
|
44.9K
$1.61M
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.1K- 6.51% |
$35.6K - $38.4K
|
15.8K
$566K
|
|
|
Aug 06, 2024
Q2 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-1.12K- 1.42% |
$36K - $38.9K
|
77.5K
$2.78M
|
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-1.14K- 44.48% |
$36.9K - $39.8K
|
1.42K
$51K
|
|
|
Aug 13, 2024
Q2 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-1.17K- 1.82% |
$37.9K - $40.9K
|
63.3K
$2.27M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.3K- 2.77% |
$42.1K - $45.5K
|
45.7K
$1.64M
|
|
|
Aug 09, 2024
Q2 2024
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-1.7K- 7.23% |
$55K - $59.3K
|
21.8K
$781K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.81K- 6.08% |
$58.4K - $63.1K
|
27.9K
$1M
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.88K- 10.15% |
$60.8K - $65.7K
|
16.7K
$597K
|
|
|
Jul 12, 2024
Q2 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-1.95K- 3.44% |
$63K - $68.1K
|
54.7K
$1.96M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.07K- 3.82% |
$66.8K - $72.1K
|
52K
$1.86M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.45K- 7.89% |
$79.2K - $85.6K
|
28.6K
$1.03M
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
SELL
|
- |
-2.78K- 2.86% |
$89.8K - $96.9K
|
94.2K
$3.37M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3K- 23.63% |
$97.1K - $105K
|
9.7K
$348K
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-3.1K- 17.34% |
$100K - $108K
|
14.8K
$529K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.12K- 28.85% |
$101K - $109K
|
7.69K
$276K
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-3.17K- 4.57% |
$102K - $110K
|
66.1K
$2.37M
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-3.17K- 0.82% |
$103K - $111K
|
384K
$13.8M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-3.41K- 25.18% |
$110K - $119K
|
10.1K
$363K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-3.98K- 4.36% |
$129K - $139K
|
87.4K
$3.13M
|
|
|
Jul 25, 2024
Q2 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-4.17K- 5.36% |
$135K - $146K
|
73.6K
$2.64M
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-4.18K- 15.22% |
$135K - $146K
|
23.3K
$833K
|
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-4.51K- 3.66% |
$146K - $158K
|
119K
$4.26M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-6.08K- 1.22% |
$196K - $212K
|
492K
$17.6M
|
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-6.73K- 33.8% |
$218K - $235K
|
13.2K
$472K
|
|
|
Aug 08, 2024
Q2 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-7.45K- 5.8% |
$241K - $260K
|
121K
$4.33M
|
|
|
Jul 26, 2024
Q2 2024
|
Presidio Capital Management, LLC
|
SELL
|
- |
-7.8K- 2.61% |
$252K - $272K
|
291K
$10.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-9.74K- 94.53% |
$315K - $340K
|
563
$20.2K
|
|
|
Jul 18, 2024
Q2 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
SELL
|
- |
-9.94K- 89.23% |
$321K - $347K
|
1.2K
$43K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-10K- 5.03% |
$324K - $350K
|
189K
$6.78M
|
|
|
Jul 22, 2024
Q2 2024
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-10.5K- 5.91% |
$340K - $367K
|
167K
$5.99M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-10.9K- 15.69% |
$353K - $381K
|
58.6K
$2.1M
|
|
|
Aug 01, 2024
Q2 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-11.7K- 7.02% |
$379K - $410K
|
155K
$5.57M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-12.4K- 0.5% |
$401K - $433K
|
2.46M
$88M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-13.7K- 6.36% |
$444K - $479K
|
202K
$7.25M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-14.5K- 7.58% |
$468K - $506K
|
177K
$6.32M
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-15.4K- 24.32% |
$499K - $538K
|
48K
$1.72M
|
|
|
Aug 02, 2024
Q2 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-17.5K- 14.16% |
$566K - $611K
|
106K
$3.8M
|
|
|
Jul 29, 2024
Q2 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-18.4K- 9.99% |
$596K - $644K
|
166K
$5.95M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-19.3K- 13.5% |
$622K - $672K
|
123K
$4.42M
|
|
|
Jul 24, 2024
Q2 2024
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-21.1K- 27.33% |
$682K - $736K
|
56.1K
$2.01M
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-23.8K- 9.0% |
$770K - $832K
|
241K
$8.63M
|
|
|
Aug 15, 2024
Q2 2024
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
SELL
|
- |
-27.5K- 3.4% |
$891K - $962K
|
782K
$28M
|
|
|
Jul 31, 2024
Q2 2024
|
Astor Investment Management LLC
|
SELL
|
- |
-33.3K- 13.48% |
$1.08M - $1.16M
|
214K
$7.66M
|