Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
70.6KNew |
$2.3M - $2.59M
|
70.6K
$2.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
BUY
|
- |
70K+ 11.64% |
$2.28M - $2.57M
|
671K
$23.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
68.8K+ 6.71% |
$2.25M - $2.52M
|
1.09M
$38.7M
|
|
|
Oct 22, 2024
Q3 2024
|
Mason & Associates Inc
|
BUY
|
- |
67.6K+ 1068.64% |
$2.21M - $2.48M
|
73.9K
$2.62M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
66.8K+ 94.91% |
$2.18M - $2.45M
|
137K
$4.86M
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
62.4K+ 350.78% |
$2.04M - $2.29M
|
80.2K
$2.84M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
61.3K+ 90.22% |
$2M - $2.25M
|
129K
$4.58M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
59.4K+ 19.22% |
$1.94M - $2.18M
|
369K
$13M
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
55.2KNew |
$1.8M - $2.03M
|
55.2K
$1.95M
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
BUY
|
- |
54.8KNew |
$1.79M - $2.01M
|
54.8K
$1.94M
|
|
|
Oct 02, 2024
Q3 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
53.9KNew |
$1.76M - $1.98M
|
53.9K
$1.91M
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
51.6K+ 62.64% |
$1.69M - $1.89M
|
134K
$4.74M
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
BUY
|
- |
48.1KNew |
$1.57M - $1.77M
|
48.1K
$1.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
47.1K+ 238.14% |
$1.54M - $1.73M
|
66.9K
$2.37M
|
|
|
Oct 31, 2024
Q3 2024
|
Presidio Capital Management, LLC
|
BUY
|
- |
47K+ 16.16% |
$1.53M - $1.72M
|
338K
$12M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
46.9K+ 11.29% |
$1.53M - $1.72M
|
463K
$16.4M
|
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
46.9K+ 33.19% |
$1.53M - $1.72M
|
188K
$6.66M
|
|
|
Nov 04, 2024
Q3 2024
|
Gds Wealth Management
|
BUY
|
- |
44.8K+ 13.12% |
$1.46M - $1.64M
|
386K
$13.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
44.2K+ 68.37% |
$1.44M - $1.62M
|
109K
$3.85M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
44.2K+ 75.34% |
$1.44M - $1.62M
|
103K
$3.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
43.2K+ 22.23% |
$1.41M - $1.58M
|
237K
$8.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
42.5K+ 7.95% |
$1.39M - $1.56M
|
577K
$20.4M
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
42.4KNew |
$1.39M - $1.56M
|
42.4K
$1.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
39.7K+ 41.91% |
$1.3M - $1.46M
|
135K
$4.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
39.7KNew |
$1.3M - $1.46M
|
39.7K
$1.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
35.6KNew |
$1.16M - $1.31M
|
35.6K
$1.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
34.8K+ 2480.07% |
$1.14M - $1.28M
|
36.3K
$1.28M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
34.3K+ 25.9% |
$1.12M - $1.26M
|
167K
$5.91M
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
34.2KNew |
$1.12M - $1.26M
|
34.2K
$1.21M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
33.7KNew |
$1.1M - $1.24M
|
33.7K
$1.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
33.3K+ 228.8% |
$1.09M - $1.22M
|
47.9K
$1.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
33K+ 6.18% |
$1.08M - $1.21M
|
567K
$20.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
31.7K+ 76.45% |
$1.04M - $1.16M
|
73.2K
$2.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
30.4K+ 113.71% |
$991K - $1.11M
|
57.1K
$2.02M
|
|
|
Oct 09, 2024
Q3 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
30.3KNew |
$989K - $1.11M
|
30.3K
$1.07M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
30K+ 18.45% |
$980K - $1.1M
|
193K
$6.82M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
27.4KNew |
$896K - $1.01M
|
27.4K
$972K
|
|
|
Nov 01, 2024
Q3 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
27.3K+ 13.72% |
$892K - $1M
|
226K
$8.01M
|
|
|
Oct 16, 2024
Q3 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
27.3K+ 25.74% |
$890K - $1M
|
133K
$4.71M
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
27K+ 7.8% |
$881K - $990K
|
373K
$13.2M
|
|
|
Oct 10, 2024
Q3 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
25.8K+ 54.47% |
$843K - $947K
|
73.2K
$2.59M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
25.8K+ 265.81% |
$842K - $946K
|
35.5K
$1.26M
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
24.1KNew |
$785K - $882K
|
24.1K
$851K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
23.4KNew |
$765K - $859K
|
23.4K
$829K
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
23.1K+ 141.89% |
$753K - $847K
|
39.3K
$1.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
22.9KNew |
$748K - $840K
|
22.9K
$811K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
22.2K+ 17.96% |
$723K - $813K
|
146K
$5.15M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
22.2K+ 17.96% |
$723K - $813K
|
146K
$5.15M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
21.8K+ 83.42% |
$712K - $801K
|
48K
$1.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
20.8K+ 12.54% |
$680K - $764K
|
187K
$6.62M
|