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 31, 2024
Q2 2024
|
Astor Investment Management LLC
|
SELL
|
- |
-33.3K- 13.48% |
$1.08M - $1.16M
|
214K
$7.57M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-34.1K- 37.35% |
$1.1M - $1.19M
|
57.2K
$2.03M
|
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-39.6K- 65.99% |
$1.28M - $1.38M
|
20.4K
$722K
|
|
|
Jul 22, 2024
Q2 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-54.5K- 62.72% |
$1.76M - $1.9M
|
32.4K
$1.15M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-62.8K- 9.23% |
$2.03M - $2.19M
|
618K
$21.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-65.1K- 38.36% |
$2.1M - $2.27M
|
105K
$3.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-75.1K- 77.44% |
$2.43M - $2.62M
|
21.9K
$775K
|
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-81.5K- 41.81% |
$2.64M - $2.85M
|
113K
$4.02M
|